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home
about us
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Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
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Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Normally Buy
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Event Schedule
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Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
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Microsoft
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MSFT
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390.34
-7.41 (-1.86%)
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Updated: 4:00 PM EDT, Jul 22, 2026
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Overclocking Qualcomm: Rewiring the AI Compute Market
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June 30, 2026
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Invesco QQQ Is Magnificent, but This 1 ETF Might Be Even Better Right Now
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State Street Tech ETF Faces Off With Roundhill Generative AI Fund
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Big Tech is Struggling To Power the Multi-Trillion-Dollar AI Boom
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Rezolve AI Stock Has a Short-Squeeze Setup, But Execution Comes First
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June 30, 2026
You would have outperformed the market and most tech-focused ETFs.
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VTI vs. SPTM: Which Total Stock Market ETF Is the Better Buy for Investors?
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The Stock Market May Be in Uncharted Territory Right Now, but History Still Has Good News for Investors
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How Model Context Protocol Can Simplify Enterprise AI Agent Integration
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Understanding Microsoft's Position In Software Industry Compared To Competitors
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Prediction: This Overlooked ETF Could Be the Smartest Buy of 2026
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June 30, 2026
International stocks have been outperforming the S&P 500 for the past 18 months. It's unlikely the momentum is over.
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Ranking Wall Street's Trillion-Dollar Stocks From Most to Least Attractive, Based on Future Cash Flow
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Among Nvidia, Apple, Alphabet, Microsoft, Amazon, Taiwan Semi, SpaceX, Broadcom, Tesla, Meta, Micron, Eli Lilly, and Berkshire Hathaway, there are a handful of bargains and pretenders.
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Big Tech Catches a Bid But Microsoft Is Walking Toward Its Worst Month Since 2008
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June 30, 2026
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Could the biggest companies on the planet get even bigger? Absolutely.
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Global Manager Group Launches Integrated HSE Documentation Kit Based on ISO 14001-2026 and ISO 45001
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June 30, 2026 -- Comprehensive Integrated HSE Documentation Kit featuring editable manuals, procedures, SOPs, forms, audit checklists, and templates for efficient ISO 14001:2026 and ISO 45001:2018...
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The Stock Market Just Did Something for the 2nd Time in 100 Years, and History Says What Comes Next
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HollyGlobe AI Launches GEOAgent AI 1.2, Dual-Ecosystem AEO Platform
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Should You Buy SpaceX Stock Before It Gets Added to the Nasdaq-100?
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June 29, 2026
The space stock could join the top index by next week.
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Microsoft, OpenAI Face Copyright Lawsuit From Nearly 400 Newspaper Publishers
↗
June 29, 2026
Nearly 400 newspaper publishers allege that their copyrighted news articles were used by OpenAI and Microsoft without permission.
Via
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Down 35% on Artificial Intelligence (AI) Panic: Why Smart Investors Are Loading Up on Microsoft Stock
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June 29, 2026
Microsoft rarely gets this cheap.
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Commerce, Qualys, and RingCentral Shares Are Soaring, What You Need To Know
June 29, 2026
What Happened? A number of stocks jumped in the afternoon session after the United States and Iran agreed to halt their tit-for-tat military exchanges, easin...
Via
StockStory
Topics
Artificial Intelligence
Economy
Initial Public Offering
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