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home
about us
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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
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Client Information
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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
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EVENTS
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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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Alphabet-A
(NQ:
GOOGL
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369.35
+9.67 (+2.69%)
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Updated: 4:00 PM EDT, Jun 15, 2026
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The Q1 Cloud Face-off Is Over -- There Was 1 Clear Winner
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May 12, 2026
Cloud providers are scrambling to profit from the race to adopt AI. One was the runaway champ.
Via
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May 12, 2026
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Will Cerebras Soar After Its IPO This Week? History Offers a Compelling Answer.
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May 12, 2026
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May 12, 2026
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Google, SpaceX Reportedly In Talks For Orbital Data Centers Ahead Of Musk's Mammoth IPO
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May 12, 2026
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What Adeia's Renewed Google Agreement Means For The Stock
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May 12, 2026
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Via
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Hedge Fund Bets Big on Minerals Stock, According to Recent SEC Filing
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May 12, 2026
This royalty-based firm generates revenue from leasing mineral rights and direct soda ash production across key U.S. basins.
Via
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Alphabet vs. Microsoft: What Recent Revenue Trends Reveal
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May 12, 2026
Net income margins and recent strategic moves set the stage for a closer look at how these tech giants are shaping their growth trajectories.
Via
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This Under-the-Radar Growth Stock Just Earned a Promotion
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May 12, 2026
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AppSwarm Launches BARAI, Its AI-Powered App, on the Google Play Store
May 12, 2026
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AppSwarm Launches BARAI, Its AI-Powered App, on the Google Play Store
May 12, 2026
TULSA, OK - May 12, 2026 (NEWMEDIAWIRE) - AppSwarm, Corp. (OTC: SWRM), a publicly traded technology company specializing in the accelerated development and publishing of mobile applications, Launches...
Via
TheNewswire.com
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The Race to $10 Trillion: Nvidia vs. Alphabet
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May 12, 2026
Artificial intelligence is creating trillions of dollars worth of value for America's largest companies.
Via
The Motley Fool
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Sell in May and Go Away—Starting With These 3 Stocks
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May 12, 2026
Oxford Club's Marc Lichtenfeld identifies three stocks worth selling in May—DexCom, Colgate-Palmolive, and Oracle—and breaks down the risks behind each call.
Via
MarketBeat
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Google Business View Market Size, Share & Growth Insights
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May 12, 2026
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Talk Markets
Alphabet Stock Investors Need to See These Numbers
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May 12, 2026
Alphabet surprised investors with these stats.
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The Motley Fool
Can't Buy SpaceX Yet? Here Are 5 Ways to Get Exposure Before the IPO.
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May 12, 2026
Investors who don't want to wait for SpaceX's official debut can get in the game now with this quintet of options.
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The Motley Fool
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Initial Public Offering
Apple And Google Finally Close SMS Security Gap As iOS 26.5 Brings End-To-End Encrypted RCS Messaging For Android And iPhone Conversations
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May 12, 2026
Apple and Google are rolling out end-to-end encrypted RCS messaging between iPhone and Android users with iOS 26.5, replacing insecure SMS.
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Benzinga
7 Billionaires Are Betting Big on This Quantum Computing Powerhouse -- and It's Not IonQ or D‑Wave
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May 12, 2026
When so many of the world's most successful investors like the same stock, it's worthy of notice.
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The Motley Fool
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Artificial Intelligence
Why Buying Google 5-Star Reviews is a Game Changer for Your Business
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May 12, 2026
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Talk Markets
Up 377%, Is Intel Proving Why It Was a Mistake for Nvidia to Replace Intel in the Dow Jones Industrial Average?
↗
May 11, 2026
Intel is demonstrating its worth in the age of artificial intelligence (AI) inferencing.
Via
The Motley Fool
Topics
Artificial Intelligence
Stocks
Anthropic Just Delivered Great News for Alphabet Investors
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May 11, 2026
Anthropic is rumored to be circling a $200 billion deal with Google Cloud.
Via
The Motley Fool
Topics
Artificial Intelligence
Forget Tesla, Investors Should Buy Alphabet Stock Instead
↗
May 11, 2026
If you're bullish on driverless-car development, Alphabet stock offers exposure at more attractive valuations.
Via
The Motley Fool
What Happens to Taiwan Semiconductor Stock if the AI Build-Out Slows Down? Here's My Answer.
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May 11, 2026
The foundry giant's growth has become increasingly tied to a small group of hyperscalers spending heavily on artificial intelligence.
Via
The Motley Fool
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Earnings
Why One Fund Made a $23 Million Bet on This Addiction-Treatment Stock Amid a Staggering Rally
↗
May 11, 2026
Indivior develops proprietary treatments for opioid dependence, generating revenue from specialty pharmaceuticals across global markets.
Via
The Motley Fool
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Regulatory Compliance
AI Dividend Increases: 3 Massive Winners Boosting Payouts
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May 11, 2026
Three of the biggest stocks in AI are lifting their dividends. While their yields are small, their performance is mighty.
Via
MarketBeat
Topics
Artificial Intelligence
Revisible Launches AI Search Optimization to Help Brands Get Found by ChatGPT and Google AI
May 11, 2026
Revisible has launched AI Search Optimization services to help U.S. businesses get discovered by ChatGPT, Google AI Overviews, Gemini, and other AI-powered platforms.
Via
PRUnderground
Topics
Artificial Intelligence
5 Stocks Positioned to Benefit From the AI Inference Boom
↗
May 11, 2026
As the AI buildout shifts from training to inference, 5 companies including GOOGL and NVDA are among the best-positioned to benefit from the inference boom.
Via
MarketBeat
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How to Get More Customers for Your Business Through Google Maps Optimization
↗
May 11, 2026
Via
Talk Markets
This AI Stock Is Crushing Nvidia in 2026. It's Still a Buy After Soaring 240% This Year, According to Wall Street.
↗
May 11, 2026
DigitalOcean is one of the hottest artificial intelligence stocks on the market.
Via
The Motley Fool
Topics
Artificial Intelligence
Supply Chain
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