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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
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
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TAF sm Program
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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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
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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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Tesla, Inc.
(NQ:
TSLA
)
391.00
-27.45 (-6.56%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Jun 5, 2026
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Follow the Flow: 3 Stocks Absorbing the Market's Biggest Rotation
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April 26, 2026
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History Has a $1 Trillion Warning for SpaceX and Its Prospective Shareholders
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April 26, 2026
Popularity doesn't necessarily translate to profits on Wall Street.
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What to Expect From Hewlett Packard Enterprise’s Q2 2026 Earnings Report
April 26, 2026
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What to Expect From Dell Technologies’ Q1 2027 Earnings Report
April 26, 2026
As Dell Technologies gears up to unveil its first-quarter results, expectations are surging, with analysts forecasting explosive triple-digit earnings growth, underscoring powerful momentum in its...
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Here's What to Expect From Ulta Beauty’s Next Earnings Report
April 26, 2026
Ulta Beauty is ready to report its first-quarter results shortly, and analysts expect a low-single-digit earnings rise.
Via
Barchart.com
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The Mistakes I Keep Seeing ETF Investors Make With "Set It and Forget It" Funds
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April 26, 2026
Long-term buy-and-hold doesn't mean ignoring your portfolio altogether. Avoid this and other common pitfalls to maximize your portfolio's potential.
Via
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Topics
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SpaceX IPO: 2 Things Every Investor Should Understand Now
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April 26, 2026
The SpaceX IPO could upend multiple industries.
Via
The Motley Fool
Topics
Artificial Intelligence
Electric Vehicles
Initial Public Offering
Are Tesla's Earnings Telling the Full Story or Should Investors be Skeptical?
↗
April 25, 2026
It's worth looking deeper into the "why" behind the numbers.
Via
The Motley Fool
Topics
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World Trade
Looking to Buy the Tech Turnaround? This Low-Cost Vanguard ETF Might Be Your Best Entry Point.
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April 25, 2026
You get the upside of the sector, while minimizing some of the risks.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Why Is Tesla Stock Falling, and is it a Buying Opportunity?
↗
April 25, 2026
Elon Musk sounded surprisingly less optimistic about the company's near-term prospects.
Via
The Motley Fool
SpaceX's IPO Could Be the Biggest in a Decade. Here's How to Get Exposure Right Now.
↗
April 25, 2026
SpaceX is generating plenty of pre-IPO hoopla. Investors can join the party with the Baron Partners Fund.
Via
The Motley Fool
Topics
ETFs
Electric Vehicles
Initial Public Offering
SpaceX Is Going Public at a $1.75 Trillion Valuation. Here Is 1 Stock to Buy Before It Does.
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April 25, 2026
It's official: SpaceX is looking to IPO this summer.
Via
The Motley Fool
Topics
Artificial Intelligence
Initial Public Offering
Ross Gerber Says Tesla Faces Potential SpaceX Merger As Investors Question Strategic Direction, 'It Will All Be Wrapped Up As One Ball of Elon'
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April 25, 2026
Gerber Kawasaki Wealth & Investment Management CEO Ross Gerber has suggested that SpaceX could end up stepping in to support Tesla Inc. (NASDAQ: TSLA) in a deal that gets labeled a merger rather than a...
Via
Benzinga
Tesla Is Down After Its Earnings Report. Time to Buy?
↗
April 25, 2026
The electric-vehicle company is entering a period of heavy investment, and investors will need some patience.
Via
The Motley Fool
Topics
Earnings
Electric Vehicles
Dan Ives: Tesla Is ‘Morphing into a Physical AI Stalwart’ So Don’t Sweat the CapEx and Just Buy TSLA Stock
April 25, 2026
Wedbush’s Dan Ives is bullish on Tesla despite its increasing CapEx.
Via
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Topics
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Could Realty Income Help Turn $100,000 Into a Millionaire‑Level Retirement by 2036?
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April 25, 2026
Realty Income has created a lot of wealth for its shareholders over the years.
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EV Stock Showdown: Rivian or Lucid -- Which Is the Smarter Long-Term Buy?
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April 25, 2026
Rivian and Lucid are both start-ups attempting to build EV companies, but one is executing better than the other.
Via
The Motley Fool
Topics
Electric Vehicles
Supply Chain
Roth Capital Analysts: What Matters Most for Tesla Stock Now Isn’t Tesla… It’s SpaceX
April 25, 2026
Analysts at Roth Capital believe Tesla’s narrative is shifting. Right now, it’s SpaceX that’s commanding the spotlight.
Via
Barchart.com
Topics
Artificial Intelligence
Initial Public Offering
Dollar General Earnings Preview: What to Expect
April 25, 2026
Dollar General is set to report its fiscal 2027 first-quarter results shortly, and analysts project a single-digit increase in its EPS.
Via
Barchart.com
Topics
Artificial Intelligence
ETFs
What to Expect From Copart’s Q3 2026 Earnings Report
April 25, 2026
Copart is slated to report its fiscal third-quarter earnings shortly, and Wall Street expects EPS to remain unchanged from the past year.
Via
Barchart.com
Topics
Artificial Intelligence
MarketBeat Week in Review – 04/20 - 04/24
↗
April 25, 2026
Via
MarketBeat
Why Intel Stock Skyrocketed Today
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April 24, 2026
The venerable chipmaker is finding its way in an AI-driven world.
Via
The Motley Fool
Topics
Artificial Intelligence
As Tim Cook Steps Aside, What's Next for Apple?
↗
April 24, 2026
Apple's current head of hardware, Jon Ternus, will be taking the helm in September. The team discusses the biggest challenges and opportunities for the new leader.
Via
The Motley Fool
Topics
Initial Public Offering
Are Robotaxis Coming to a City Near You?
↗
April 24, 2026
Tesla is expanding its robotaxi offerings, plus serial acquirer QXO has made a transformative $17 billion acquisition of TopBuild to create the second-largest player in the construction industry.
Via
The Motley Fool
Intel Just Hit a New All-Time High. Does INTC Stock Have More Room to Run?
April 24, 2026
Intel shares are soaring on better-than-expected Q1 earnings and upbeat future guidance. Evercore ISI analysts recommend buying INTC stock into the post-earnings strength.
Via
Barchart.com
Topics
Artificial Intelligence
These S&P500 stocks are the most active in today's session
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April 24, 2026
Via
Chartmill
Tesla Is Making a $2 Billion Bet on Hardware as AI-Focused SpaceX IPO Draws Near. Is TSLA Stock Safe to Buy?
April 24, 2026
Tesla looks profitable now, but its next move may depend on whether AI hardware can justify the spend.
Via
Barchart.com
Topics
Artificial Intelligence
Initial Public Offering
Elon Musk Reportedly Used SpaceX As 'Piggy Bank' To Give Himself, Tesla A Leg Up
↗
April 24, 2026
Musk pulled $500M in cheap loans from SpaceX and bailed out three other ventures, per NYT. Prediction markets still back a June IPO.
Via
Benzinga
5 Early Q1 Earnings Winners Beating Expectations
↗
April 24, 2026
Earnings season is here and some big stocks like Tesla, AmEx, and Intel have already reported strong results. 5 companies with potential for more gains: GEV, ISRG, JNJ, PYPL, and UNH.
Via
Benzinga
Why Coursera (COUR) Stock Is Falling Today
April 24, 2026
What Happened? Shares of online learning platform Coursera (NYSE:COUR) fell 13.7% in the morning session after the company reported disappointing first-quart...
Via
StockStory
Topics
Artificial Intelligence
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