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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
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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
Quarterly Performance Reports
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Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly 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 Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Event Schedule
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Event Schedule
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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
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Microsoft
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MSFT
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-11.38 (-2.66%)
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Updated: 4:00 PM EDT, Jun 5, 2026
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Hedge Fund Takes New Position in Logistics Stock, According to Recent SEC Filing
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May 14, 2026
Pitney Bowes provides technology and logistics solutions for global businesses, with offerings in ecommerce, mail processing, and shipping.
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Which Is the Better Tech ETF, Vanguard's VGT or State Street's XLK?
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May 14, 2026
Expense ratios, diversification, and dividend yields set these two tech giants apart. See how their core strategies impact portfolio choices.
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After AMD's Blowout Earnings Report, Is This AI Stock About to Enter the $1 Trillion Club?
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May 14, 2026
AMD is establishing itself as an important player in the AI infrastructure space thanks to sizable contracts that signal a significant acceleration in long-term growth.
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Wall Street Wants to See $78.8 Billion in Revenues from Nvidia on May 20. Can It Pass the Test?
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May 14, 2026
Here's what investors will need to watch in the fiscal 2027 Q1 report.
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Amazon, Meta And Microsoft's AI Data Center Push Faces Strong Revolt— Seven In 10 Americans Don't Want Hubs Near Them
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May 14, 2026
Gallup finds Americans oppose AI data centers more than nuclear plants amid rising environmental and infrastructure concerns.
Via
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The Profit Margins for These 3 AI Infrastructure Stocks Are Off the Charts
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May 14, 2026
Highly profitable AI stocks with surging demand are within reach.
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5 Insightful Analyst Questions From Dropbox’s Q1 Earnings Call
May 14, 2026
Dropbox’s first quarter was met with a significant positive market reaction, as management credited targeted retention efforts and enhancements to both indiv...
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The Real Reason Microsoft Just Went All-In on AI Infrastructure. It's Not What You Might Think.
↗
May 14, 2026
Microsoft is transforming from a software giant into an AI infrastructure powerhouse.
Via
The Motley Fool
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3 Reasons We’re Fans of Alphabet (GOOGL)
May 14, 2026
Alphabet has been on fire lately. In the past six months alone, the company’s stock price has rocketed 46%, setting a new 52-week high of $403.66 per share. ...
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MSFT Stock Alert: What to Know as LinkedIn Plans 2026 Layoffs
May 13, 2026
Microsoft stock is in the spotlight as LinkedIn revealed plans of cutting 5% of its global workforce. Here’s how you should play MSFT shares for the remainder of 2026.
Via
Barchart.com
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Roundhill AI ETF Outperforms Fidelity Tech ETF in 1 Year, but What About the Long Term?
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May 13, 2026
Compare cost, risk, and portfolio strategy as these two tech ETFs take different paths -- one favoring concentrated AI growth, the other broad sector stability.
Via
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Nvidia Reports Its Fiscal 2027 Q1 Earnings on May 20. Here's What to Expect.
↗
May 13, 2026
Will the AI chip leader beat Wall Street expectations again?
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The Motley Fool
Topics
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Earnings
Higher Total Return vs. Broader Diversification: Vanguard Mega Cap Growth ETF or iShares S&P 500
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May 13, 2026
With fewer holdings and a tech-heavy tilt, Vanguard's ETF delivered a sharper five-year climb -- alongside deeper drawdowns -- than its broader peer.
Via
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Why One Brazil Fund Opened an $11 Million Position in MercadoLibre Despite a Steep One-Year Stock Drop
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May 13, 2026
MercadoLibre delivers e-commerce and fintech solutions across Latin America, generating over $31 billion in annual revenue.
Via
The Motley Fool
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3 Unstoppable Stocks to Buy and Hold, Regardless of What Happens in the Stock Market in 2026
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May 13, 2026
These companies have excellent financials, strong margins, and they're likely to do well even under challenging economic conditions.
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The Motley Fool
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460 Billion Reasons to Buy Alphabet Stock Hand Over Fist
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May 13, 2026
Google Cloud Platform (GCP) boasted a $460 billion backlog at the end of the first quarter.
Via
The Motley Fool
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Why OpenAI’s IPO Plans Could Be a Massive Win for Microsoft
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May 13, 2026
Microsoft’s OpenAI investment may now be worth over $228 billion after OpenAI’s restructuring and IPO plans. Here’s what it means for MSFT stock and AI growth.
Via
MarketBeat
Topics
Artificial Intelligence
Initial Public Offering
Microsoft Stock Could Explode Higher, But There's a Big Catch
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May 13, 2026
Microsoft's AI boom is real, but the cash flow pressure is real too. Here's the trade-off that could decide where the stock goes next.
Via
The Motley Fool
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Boxes, Subscriptions, and Beyond: The Evolution of Software Pricing
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May 13, 2026
Why do software companies keep changing their pricing models? The answer reveals a lot about where the industry is headed.
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The Motley Fool
New York Times Q1 Earnings Call Highlights
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May 13, 2026
New York Times (NYSE:NYT) reported a strong start to 2026, with executives pointing to continued digital subscription growth, a sharp increase in digital advertising revenue and ongoing investment in...
Via
MarketBeat
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Artificial Intelligence
Earnings
Elizabeth Warren Targets Amazon, Google, Microsoft And Meta After Warning That AI Data Centers 'Use As Much Electricity As 100,000 Households'
↗
May 13, 2026
Warren is investigating whether AI data centers are raising U.S. electricity costs by pushing infrastructure expenses onto consumers.
Via
Benzinga
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Artificial Intelligence
1 Unstoppable Stock to Buy Before It Joins Nvidia, Alphabet, Apple, and Microsoft in the $3 Trillion Club
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May 13, 2026
This semiconductor leader has added more than $1 trillion in market cap over the past year. There's likely more to come.
Via
The Motley Fool
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Artificial Intelligence
Inside Sam Altman's Dramatic Court Testimony: 'Complicated' Elon Musk Feelings, 'Hair-Raising' Tesla Talks And The Microsoft Temptation
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May 13, 2026
OpenAI CEO Sam Altman testified for hours in the Musk-Altman trial, addressing key allegations in Oakland court.
Via
Benzinga
Billy Lerner and Wife Discuss the Lasting Importance of Philanthropy
May 13, 2026
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Press Release Distribution Service
Prediction: Nvidia Stock Will Soar on May 20
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May 13, 2026
And it will still have plenty of upside thereafter.
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The Motley Fool
Topics
Artificial Intelligence
2 Nasdaq 100 Stocks with Exciting Potential and 1 We Avoid
May 13, 2026
While the Nasdaq 100 (^NDX) is filled with cutting-edge technology and consumer companies, not all are on solid footing. Some are dealing with declining dema...
Via
StockStory
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Artificial Intelligence
FDVV vs. NOBL: Which Dividend Stock ETF Is a Better Buy?
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May 12, 2026
A longer track record of dividends doesn't always equate to the best returns.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
The Q1 Cloud Face-off Is Over -- There Was 1 Clear Winner
↗
May 12, 2026
Cloud providers are scrambling to profit from the race to adopt AI. One was the runaway champ.
Via
The Motley Fool
Topics
Artificial Intelligence
Undervalued Canadian Stocks to Buy Now
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May 12, 2026
Value investors can realize enormous gains in the near term by buying quality but undervalued Canadian stocks now.
Via
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2 Market-Beating Tech Stocks That Could Become Even Bigger Winners in AI
May 12, 2026
As AI data centers scale globally, Arm is helping run them while Fortinet is helping defend them.
Via
Barchart.com
Topics
Artificial Intelligence
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