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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
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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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Client Contact with Portfolio Manager(s)
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
EVENTS
FIP
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
MARKET RESEARCH
Featured Quarterly Newsletter
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International Business Machines
(NY:
IBM
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271.63
+13.36 (+5.17%)
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Updated: 4:10 PM EDT, Jun 26, 2026
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Deepgram and IBM Introduce Advanced Voice Capabilities for Enterprise AI
February 24, 2026
From
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February 24, 2026
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February 24, 2026
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Via
Stocktwits
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Artificial Intelligence
IBM Defends After 13% Anthropic-Fueled Stock Drop: ‘New AI Tools Emerge Every Week,’ Cobol Modernization Challenges Remain
↗
February 24, 2026
Anthropic unveiled new Claude functionality that can modernize COBOL code faster at scale, triggering a sharp drop in IBM stock on Monday.
Via
Stocktwits
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Artificial Intelligence
Nasdaq, S&P 500 Futures Steady After AI Fears Roil Tech: Why IBM, NVDA, NFLX, HIMS, PFE Are On Traders' Radar Today
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February 24, 2026
Data from Stocktwits indicated retail sentiment on SPY and QQQ remained ‘bearish’ on Stocktwits.
Via
Stocktwits
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ETFs
Government
Business Analyst Course in Delhi, Analyst Institute Certification in Delhi, 110079 - "Holi Offer 2026" Free Python, Alteryx and Data Science Course [with IBM Certification Support] @ SLA Consultants
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February 24, 2026
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Talk Markets
Wall Street Should Worry More About AI Than Crypto, Says Changpeng Zhao As Anthropic's Latest Announcement Hammers IBM Stock
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February 24, 2026
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Via
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Artificial Intelligence
Bitcoin's Price Drops Below $63K After IBM's Worst Day In 25 Years – Triggers $370 Million Liquidation Wave
↗
February 23, 2026
The drop comes after IBM’s stock plummeted over 13% on Monday, its worst single-day performance since October 2000, and added to the AI-driven selloff weighing on stock and crypto markets.
Via
Stocktwits
Dow, S&P 500, Nasdaq Futures Stabilize After AI Jitters Strike Again: Why IBM, NVDA, HIMS, VIR, KTOS Are Trending After-Hours
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February 23, 2026
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Via
Stocktwits
Topics
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ETFs
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Why IBM Stock’s Worst Crash In Over 25 Years Is No Cause For Panic: Wall Street Analyst Explains
↗
February 23, 2026
Big Blue’s stock nosedived over 13% on Monday after Anthropic announced that its Claude Code tool can help modernize COBOL, a programming language that runs on IBM computers.
Via
Stocktwits
Topics
Artificial Intelligence
IBM Stock Is Trending After Crating 13% And Claude-Maker Anthropic Is The Reason Why: Here's What Happened
↗
February 23, 2026
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Via
Benzinga
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Artificial Intelligence
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February 23, 2026
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Via
The Motley Fool
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Artificial Intelligence
Government
Stocks
IBM Stock Stung By New Anthropic Tool As Wall Street's AI Jitters Spread
↗
February 23, 2026
IBM stock sold off suddenly and sharply Monday as the tech giant became the latest victim to investor fears about Anthropic's AI code.
Via
Investor's Business Daily
Topics
Artificial Intelligence
IBM Stock Plummets On Anthropic’s New AI COBOL Threat
↗
February 23, 2026
In a blog post, Anthropic said that tools like its Claude Code can automate the exploration and analysis phases in Common Business-Oriented Language modernization.
Via
Stocktwits
Topics
Artificial Intelligence
Why IBM (IBM) Stock Is Down Today
February 23, 2026
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How Do Investors Really Feel About International Business Machines Corp?
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February 23, 2026
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February 20, 2026
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Broadcom's AI Ascendance: A Q1 2026 Earnings Preview as the Custom Silicon Boom Takes Hold
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Daniel Yomtobian Underscores Brand-Building Opportunities Emerging from Pandemic Disruption
February 20, 2026
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The Platformization Tax: Palo Alto Networks Shares Slide on Tightening 2026 Profit Margins and Massive Acquisition Costs
February 19, 2026
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February 19, 2026
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February 18, 2026
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Stock Market Today, Feb. 18: Palantir Technologies Rises After Mizuho Upgrade Highlights AI Growth Potential
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February 18, 2026
Today, Feb. 18, 2026, investors weigh fresh analyst upgrades, new AI alliances, and a bold headquarters shift reshaping Palantir.
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Big Blue’s Renaissance: IBM Shakes Off ‘Legacy’ Label with $19.7B Q4 Beat and Massive AI Momentum
February 18, 2026
International Business Machines (NYSE: IBM) has officially signaled the completion of its decade-long transformation, reporting a blockbuster fourth-quarter earnings beat that highlights its emergence...
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