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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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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
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
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SPDR Dow Jones Industrial Average ETF
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Updated: 8:00 PM EST, Feb 9, 2026
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Wall Street, Bitcoin Drop As Dollar, Treasury Yields Rebound: What's Moving Markets Thursday?
↗
September 25, 2025
Wall Street retreated on Thursday, with major indexes heading for a third straight day of losses as stronger-than-expected economic data reduced hopes for near-term Fed rate cuts and lifted the...
Via
Benzinga
Topics
Economy
Ken Griffin Reportedly Warns Trump’s Tariff Impact Only Halfway Through, Says Inflation Could Stay Near 3%
↗
September 25, 2025
In an interview with CNBC, the Citadel founder predicted only one more rate cut this year.
Via
Stocktwits
Topics
Economy
Government
World Trade
Former Fed Chairs, Treasury Secretaries Reportedly Urge Supreme Court To Block Trump From Firing Lisa Cook – Here’s The Full List Of Signatories
↗
September 25, 2025
Signatories include former Federal Reserve Chairs Alan Greenspan, Ben Bernanke, Janet Yellen and others.
Via
Stocktwits
Topics
Economy
Government
Lawsuit
US GDP Growth Revised Up To 3.8% In Q2 Driven By Strong Consumer Spending
↗
September 25, 2025
Via
Stocktwits
Wall Street On Track For Weaker Start As Traders Eye Data Deluge — Why This Strategist Is Convinced That Positive Trends Will Continue
↗
September 25, 2025
Via
Stocktwits
Dow, Nasdaq Futures Edge Up After Market’s Retreat From Peaks — Strategist Says Time Ripe To Move Money Into ‘SMID-Cap’ Stocks
↗
September 24, 2025
Via
Stocktwits
Topics
Stocks
Trump Warns of US Tariffs On Russia Without Ukraine War Deal, Calls On Europe to Join
↗
September 23, 2025
Via
Stocktwits
Topics
Government
U.S. Jobless Claims Fall To 218,000 Last Week
↗
September 25, 2025
Continuing claims, an indicator of the size of the total unemployed population, increased by 2,000 to 1.92 million.
Via
Stocktwits
Topics
Economy
The Only 5 ETFs To Trade In Q4 – And How To Do It
↗
September 24, 2025
The last leg of September is here, and a new pattern is emerging that could lead to one of the most explosive quarters we've ever seen.
Via
Benzinga
Topics
ETFs
Wall Street Slips, Energy Stocks Surge On Oil Gains: What's Moving Markets Wednesday?
↗
September 24, 2025
Wall Street traded lower on Wednesday, extending the previous day's risk-off mood sparked by Federal Reserve Chair Jerome Powell's remarks
Via
Benzinga
Topics
Economy
US, UK Set Up Taskforce To Align Crypto, Tokenized Securities Rules
↗
September 22, 2025
Via
Stocktwits
Oklo, Apple, FedEx, Lennar, AGM Group: Stocks Making The Biggest Moves Today
↗
September 19, 2025
Via
Stocktwits
Paul Atkins Backs Trump’s Call To End Quarterly Financial Reporting: Report
↗
September 19, 2025
Via
Stocktwits
Topics
Government
US Stock Futures Pause, Traders Pin Hopes On Fed Rate Cut After S&P 500 Slips From Record
↗
September 17, 2025
Via
Stocktwits
Topics
Economy
Stocks
Lithium Americas, Alibaba, uniQure, IREN, Cidara: Stocks Making The Biggest Moves Today
↗
September 24, 2025
Via
Stocktwits
Jerome Powell Says Equity Prices ‘Fairly Highly Valued,’ But Sees No Elevated Stability Risks
↗
September 23, 2025
The Fed Chair made the remarks while speaking at an event in Providence, Rhode Island.
Via
Stocktwits
Topics
Economy
Wall Street Pauses For A Breather, Small Caps Soar: What's Moving Markets Tuesday?
↗
September 23, 2025
Wall Street paused on Tuesday after three straight sessions of strong gains that pushed major large-cap indices to fresh records.
Via
Benzinga
Dow, S&P 500 Futures Narrowly Mixed Ahead Of Powell’s Speech: Strategist Warns Of Rally Fading But Recommends Tactically Buying The Dip
↗
September 23, 2025
Via
Stocktwits
Topics
Stocks
Nvidia, Metsera, Oracle, Apple, Compass: Stocks Making The Biggest Moves Today
↗
September 22, 2025
Via
Stocktwits
Stocks Extend Records, Gold Soars To $3,740: What's Moving Markets Monday?
↗
September 22, 2025
Wall Street is on track for its third straight day of gains, with major large-cap indices extending records as investors remain optimistic about corporate earnings and upcoming rate cuts.
Via
Benzinga
Nasdaq, S&P 500 Futures Pause After Market’s Record Run — Strategist Says Sell-Off ‘Very, Very Likely’
↗
September 22, 2025
Last Friday, all the major averages hit new highs, while the small-cap-focused Russell 2000 managed to scale a new intraday peak.
Via
Stocktwits
Topics
ETFs
Economy
Stocks
Wall Street Extends Gains, Apple Jumps To Highest Since February: What's Moving Markets Friday?
↗
September 19, 2025
Wall Street kept driving equity valuations higher on Friday, extending the momentum from Thursday when all major U.S. benchmarks closed at record highs following the Federal Reserve's rate cut.
Via
Benzinga
Topics
Economy
Trump, Xi Hold Pivotal Call To Finalize TikTok Deal: Report
↗
September 19, 2025
According to a report by CNBC, a White House official said the call began at 8:00 a.m. ET.
Via
Stocktwits
Topics
Government
Small Caps Rally, Intel Rockets On Best Day Ever: What's Moving Markets Thursday?
↗
September 18, 2025
The Russell 2000, which tracks small caps, rallied on Thursday, outpacing large-cap benchmarks as investors piled into interest-rate-sensitive stocks a day after the Federal Reserve cut rates by 25...
Via
Benzinga
Topics
Economy
S&P 500, Nasdaq Futures Rise, Pointing to Catch-Up Rally — Strategist Warns Fed Rate Cut Won’t Spark Fireworks
↗
September 17, 2025
Via
Stocktwits
Topics
Economy
Stocks
Tech Stocks Slip, Small Caps Soar Ahead Of Fed Rate Decision: What's Moving Markets Wednesday?
↗
September 17, 2025
Small-cap and blue-chip stocks advanced in Wednesday morning trading on Wall Street, while technology names lagged and the S&P 500 hovered near record levels as investors braced for the Federal...
Via
Benzinga
Topics
Economy
The SPDR Dow Jones Industrial Average ETF Trust Is 1 of the Leading Blue Chip ETFs in 2025. Here's Why.
↗
September 17, 2025
This ETF is one of the few pure blue chip ETFs available on the stock market.
Via
The Motley Fool
Topics
ETFs
Stocks
Fed Preview: A Rate Cut Is Baked In, Will Trump Get The 'Big Cut' He Wants
↗
September 16, 2025
Investors and experts expect the Federal Reserve to cut rates Wednesday at the September FOMC meeting. Here's a preview and what to watch.
Via
Benzinga
Topics
Economy
Government
BigBear.ai, Tesla, Hims & Hers, Rocket Lab, Warner Bros Discovery: Stocks Making The Biggest Moves Today
↗
September 16, 2025
Via
Stocktwits
Stephen Miran Joins Federal Reserve Board After Narrow Senate Confirmation
↗
September 16, 2025
Miran has staunchly defended Trump’s tariffs in the past, arguing in August that the “doom and gloom” expectation from tariffs “just hasn’t panned out.”
Via
Stocktwits
Topics
Economy
Government
World Trade
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