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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
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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
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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
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Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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Event Schedule
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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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RSVP-Signup Form
MARKET RESEARCH
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Alphabet-A
(NQ:
GOOGL
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305.56
+3.28 (+1.09%)
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Updated: 4:00 PM EDT, Mar 16, 2026
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The $4 Trillion Question: NVIDIA Earnings Preview and the High-Stakes ‘Agentic’ Reckoning
February 23, 2026
SANTA CLARA, CA — As the sun sets on February 23, 2026, the global financial markets are holding a collective breath. This coming Wednesday, February 25, NVIDIA (NASDAQ: NVDA) will report its fiscal...
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The 'Anthropic Effect': Cybersecurity Stocks Crater as AI Moves from Detection to Autonomous Remediation
February 23, 2026
A wave of selling washed over the technology sector on February 23, 2026, as investors grappled with the disruptive potential of Anthropic’s latest breakthrough in artificial intelligence. The release...
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February 23, 2026
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February 23, 2026
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February 23, 2026
Don't overthink the artificial intelligence boom.
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Alphabet’s Waymo Breaches Fresh Milestone: Self-Driving Fleet Covers 200M Miles
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February 23, 2026
The company announced the milestone in a post on social media platform X.
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OpenAI Enlists Consulting Giants to Deploy 'Frontier' Platform, Signaling the Era of the Autonomous Enterprise
February 23, 2026
SAN FRANCISCO — February 23, 2026 — OpenAI has officially moved from providing the world’s most popular large language models to becoming the central nervous system of global business. In a series of...
Via
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PayPal Shares Surge 10% as M&A Rumors Swirl Around Fallen Fintech Giant
February 23, 2026
The fintech landscape was jolted on February 23, 2026, as shares of PayPal Holdings, Inc. (NASDAQ: PYPL) surged by 10% following reports of unsolicited takeover interest from a "large rival" and...
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Tencent Music’s Revenue Model Shifts Beyond Virtual Gifting as China’s Paid Music Market Expands
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February 23, 2026
Tencent Music remains central to China’s shift from free streaming to paid listening, despite Keystone Investors selling its stake in the fourth quarter. The company is focusing more on subscription...
Via
The Motley Fool
Is Kalshi Likely to IPO in 2026?
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February 23, 2026
Prediction markets like Kalshi have attracted significant interest, especially in recent years.
Via
The Motley Fool
Topics
Initial Public Offering
The Top Tech Stocks to Buy in February
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February 23, 2026
Micron and The Trade Desk are still reliable long-term investments.
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Here's Why Oracle Stock Slumped Today
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February 23, 2026
Investors continue to fret whether the company has bitten off more than it can chew with its AI-spending commitments.
Via
The Motley Fool
Topics
Bonds
Don't Buy SoundHound AI (SOUN) Until This Happens
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February 23, 2026
This little voice recognition company still has a lot to prove.
Via
The Motley Fool
Topics
Artificial Intelligence
This Billionaire Just Sold Nvidia and AMD Shares to Buy These AI Stocks
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February 23, 2026
David Tepper trimmed his holdings in Nvidia and AMD to add to other artificial intelligence (AI) stock positions.
Via
The Motley Fool
Topics
Artificial Intelligence
Where Will Broadcom (AVGO) Be in 5 Years?
↗
February 23, 2026
The chipmaking and software giant has a bright future.
Via
The Motley Fool
Topics
Artificial Intelligence
SEO veteran Paul Andre de Vera launches SearchQualityRater.com, a free content quality checker built on Google’s own Search Quality Rater Guidelines
February 23, 2026
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The Warsh Doctrine: Federal Reserve Nomination Signals a Paradigm Shift in Monetary Policy
February 23, 2026
As the sun begins to set on the era of Jerome Powell, the landscape of American finance is bracing for a tectonic shift. The nomination of Kevin Warsh to succeed Powell as the Chair of the Federal...
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The AI Factory Reborn: A Deep-Dive into Nebius Group (NBIS) and the 2026 AI Infrastructure Landscape
February 23, 2026
As of February 23, 2026, the global technology landscape is no longer defined merely by software, but by the physical infrastructure that powers artificial intelligence. Standing at the epicenter of...
Via
Finterra
Topics
Artificial Intelligence
Economy
Edge of the Abyss or a New Peak? Akamai’s 2026 Profit Forecast Miss Explained
February 23, 2026
As of February 23, 2026, Akamai Technologies (NASDAQ: AKAM) finds itself at a critical juncture. Once the undisputed king of the Content Delivery Network (CDN) era, the company is now deep into a...
Via
Finterra
Topics
Artificial Intelligence
Economy
The First 3 Stocks I'm Buying if the Market Crashes
↗
February 23, 2026
A stock market crash can occur at any time. Are you ready?
Via
The Motley Fool
Amazon.com (AMZN) Deep-Dive: Navigating the 2026 Capex Cycle and the Tariff Windfall
February 23, 2026
As of February 23, 2026, Amazon.com, Inc. (NASDAQ: AMZN) finds itself at a pivotal crossroads between legacy retail dominance and a future defined by orbital connectivity and generative artificial...
Via
Finterra
Topics
Artificial Intelligence
Economy
World Trade
Alphabet (GOOGL) Deep-Dive: Navigating the $400 Billion Milestone and the Agentic AI Revolution
February 23, 2026
As of February 23, 2026, the technology sector is experiencing a historic rally, driven by the tangible realization of "Agentic AI" and robust enterprise spending. At the center of this surge is...
Via
Finterra
Topics
Artificial Intelligence
Economy
Initial Public Offering
Deep Dive: Five9 Inc. (FIVN) and the Rise of Agentic CX in 2026
February 23, 2026
Date: February 23, 2026 By: Financial Research Insights Introduction As of February 23, 2026, the Cloud Contact Center as a Service (CCaaS) market is undergoing a seismic shift, and Five9 Inc. (NASDAQ:...
Via
Finterra
Topics
Artificial Intelligence
Earnings
SOLD Responds to Google’s February 2026 Core Update, Reveals Why Real Estate Brands Must Rethink Topical Relevance for Discover Visibility
February 23, 2026
Via
Press Release Distribution Service
Google Stock: Wells Fargo Upgrades On Three Traits Of "AI Winner"
↗
February 23, 2026
Wells raised GOOGL stock to overweight, lifting the price target to 387 from 354.
Via
Investor's Business Daily
Topics
Artificial Intelligence
‘Hardware Is Hard’: Elon Musk Takes Swipe At Sam Altman Again As OpenAI’s $500B Stargate Project Reportedly Hits Turbulence
↗
February 22, 2026
Report of delays and scaled-back spending fuels fresh tension between Elon Musk and Sam Altman, and reignites AI capex fears.
Via
Stocktwits
Topics
Artificial Intelligence
3 Predictions for Alphabet in 2026
↗
February 22, 2026
Alphabet's heavy AI push can change the trajectory of its core business.
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Billionaire Value Investor Seth Klarman Sold Alphabet and Bought This Outstanding AI Stock Instead
↗
February 22, 2026
After trading sideways in 2025, Klarman's latest big bet looks undervalued at the start of 2026.
Via
The Motley Fool
Topics
Artificial Intelligence
Regulatory Compliance
Alphabet's Fastest-Growing Segment Makes the "Magnificent Seven" Stock an AI Leader
↗
February 22, 2026
This division is contributing a much larger share of the company's sales and profits these days.
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
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