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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
PRODUCTS
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
Total Asset Fund (TAF)
TAF sm Program
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Quarterly Performance Reports
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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Client Contact with Portfolio Manager(s)
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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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Event Schedule
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
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
Bond Fund Seminar
RSVP-Signup Form
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Nasdaq OMX Group
(NQ:
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98.22
+0.67 (+0.69%)
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Updated: 4:00 PM EDT, Aug 21, 2026
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All News about Nasdaq OMX Group
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Nasdaq Removes Activision Blizzard From Index: Is Microsoft Merger Now 'Highly Probable'?
↗
July 13, 2023
The tech and video game sectors were rocked this week when the Federal Trade Commission's request to halt a $69-billion merger in the space was turned down.
Via
Benzinga
The Latest Analyst Ratings for Nasdaq
↗
July 13, 2023
Via
Benzinga
Why Microsoft and Alphabet Stocks Slumped Today
↗
July 10, 2023
Perhaps investors have become too enamored lately of stocks associated with AI.
Via
The Motley Fool
Nasdaq Partners With B3, Builds Clearing Platform For Brazilian Stock Exchange
↗
July 10, 2023
Nasdaq Inc (NASDAQ: NDAQ) partnered with B3 to create a new clearing platform for the
Via
Benzinga
B3 and Nasdaq Announce Partnership to Develop New Clearing Platform
July 10, 2023
Development of a new system for the Brazilian stock exchange is to take place in phases and is part of B3's strategy to provide the market with continuous technological innovation
From
Nasdaq, Inc.
Via
GlobeNewswire
Why Nasdaq Stock Fell 9.6% This Week
↗
June 16, 2023
The stock exchange company made a big splash this week.
Via
The Motley Fool
Nasdaq Agrees To Buy Adenza For $10.5 Billion
↗
June 12, 2023
Nasdaq will pay $5.75 billion in cash and the remaining in stock.
Via
Talk Markets
3 Blue-Chip Stocks to Buy at an All-Time Low in July
↗
July 07, 2023
After their recent sell-offs, these blue-chip stocks are trading at bargain prices and are due for a rebound in the second half.
Via
InvestorPlace
Why Are Crypto Mining Stocks MARA, HUT, CLSK, HIVE, RIOT Up Today?
↗
July 06, 2023
Central banks are down on crypto, but traders who are down on central banks are sending the cryptocurrency and crypto mining stocks up again.
Via
InvestorPlace
Why Investors Were Smiling About SmileDirectClub Today
↗
July 05, 2023
The company will remain listed on its stock exchange...for now.
Via
The Motley Fool
Depósito Central de Valores to Digitize Securities, Leveraging Nasdaq Technology
June 29, 2023
Depósito Central de Valores, Chile’s Central Securities Depository, Expands Capabilities to Support the Registration, Transfer and Settlement of Digitized Securities
From
Nasdaq, Inc.
Via
GlobeNewswire
Nasdaq Raises Fund Via Debt Offerings To Fund Adenza Buyout
↗
June 23, 2023
Nasdaq Inc (NASDAQ: NDAQ) disclosed the pricing of a public offering of $4.25 billion and €750 million senior notes offerings. The company plans to use the net proceeds from the offerings to fund the...
Via
Benzinga
Is Nasdaq a Buy, Sell, or Hold After Its $10.5 Billion Adenza Acquisition?
↗
June 21, 2023
Did Nasdaq bite off more than it can chew -- or further cement its status as a financial industry behemoth?
Via
The Motley Fool
Nasdaq Transfers Its European Power Business To EEX For Undisclosed Sum
↗
June 20, 2023
Nasdaq Inc (NASDAQ: NDAQ) inked an agreement with the European Energy Exchange (EEX) to transfer its European power trading and
Via
Benzinga
Can Canoo Keep Going? Only With a Lot of Outside Help.
↗
June 20, 2023
If there's one thing that no public company wants to do, it is to tell investors that it is at a high risk of going bankrupt.
Via
The Motley Fool
EEX and Nasdaq Commodities Announce Intention to Transfer Nasdaq’s European Power Business to EEX
June 20, 2023
EEX to facilitate transition to zonal futures in Nordic power market to grow area price liquidity
From
Nasdaq, Inc.
Via
GlobeNewswire
Best Stocks to Buy Now: Is Sea Limited Stock a Buy Now, Down Over 80%?
↗
June 17, 2023
Sea Limited stock is down over 80% from its all-time highs. Is this a hidden gem that will participate in the rally next?
Via
The Motley Fool
Why Nikola Stock Is Soaring Today
↗
June 15, 2023
Nikola stock is enjoying an incredible rally thanks to a string of favorable developments.
Via
The Motley Fool
Nasdaq Stock Trading Low Following Adenza Deal - A Golden Opportunity For Investors, Says Analyst
↗
June 13, 2023
Oppenheimer analyst Owen Lau reiterated an Outperform rating on the shares of Nasdaq, Inc. (NASDAQ: NDAQ), with a
Via
Benzinga
Market Volatility Rises Sharply; S&P 500 Records Gain
↗
June 13, 2023
The S&P 500 and the Nasdaq climbed to their highest settlement levels since April 2022 on Monday. Investors are awaiting inflation report and the Fed’s interest rate decision. Traders are now seeing...
Via
Benzinga
Why Rivian Stock Crawled Only Marginally Higher Today
↗
June 12, 2023
While not powerful, the "index effect" had some impact on the company Monday.
Via
The Motley Fool
S&P 500: Carnival, AI Giants Broadcom, Oracle Lead Big Winners
↗
June 12, 2023
As the S&P 500 hit a 52-week high, Carnival, Broadcom and Oracle jumped.
Via
Investor's Business Daily
Why Nasdaq Stock Was Falling Today
↗
June 12, 2023
Nasdaq announced a major acquisition, but investors didn't seem pleased.
Via
The Motley Fool
Nasdaq Gains 1%; US Budget Deficit Widens In May
↗
June 12, 2023
U.S. stocks traded higher toward the end of trading, with Nasdaq Composite gaining over 100 points on Monday. The Dow traded up 0.19% to 33,939.74 while the NASDAQ rose 1% to 13,391.54. The S&P 500,...
Via
Benzinga
Stocks Sport Midday Leads As Busy Week Begins
↗
June 12, 2023
Stocks are modestly higher this afternoon amid hopes of a dovish Fed, with the central bank's policy decision due out Wednesday.
Via
Talk Markets
Why Asset Entities Shares Are Trading Higher By 142%? Here Are Other Stocks Moving In Monday's Mid-Day Session
↗
June 12, 2023
Gainers Asset Entities Inc. (NASDAQ: ASST) shares jumped 142% to $2.79 after the company announced the development of an AI bot as part of its AE360DDM suite of services on Discord.
Via
Benzinga
Crude Oil Drops Sharply; Chinook Therapeutics Shares Spike Higher
↗
June 12, 2023
U.S. stocks traded higher midway through trading, with Dow Jones gaining over 40 points on Monday. The Dow traded up 0.12% to 33,919.07 while the NASDAQ rose 0.49% to 13,323.71. The S&P 500, also rose,...
Via
Benzinga
3 Dividend Stocks That Should Pay You the Rest of Your Life
↗
June 12, 2023
These stocks raised their dividends annually for at least a decade and should continue rewarding investors for years.
Via
The Motley Fool
Why Are Cruise Stocks CCL, RCL, NCLH Up Today?
↗
June 12, 2023
Cruise stocks are on the rise Monday as investors react to a positive note to clients from JPMorgan analysts and we've got the details!
Via
InvestorPlace
Nasdaq, Methanex And Other Big Stocks Moving Lower On Monday
↗
June 12, 2023
U.S. stocks traded higher, with the Nasdaq Composite rising around 70 points on Monday. Here are some big stocks recording losses in today’s session. Beneficient (NASDAQ: BENF) shares fell 17% to...
Via
Benzinga
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