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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
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
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Back Dated Performance Reports
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TAV Program
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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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TAF
Event Schedule
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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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SPDR S&P 500 ETF Trust
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Updated: 8:00 PM EDT, Mar 24, 2026
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Redwire Stock Blasts Off To A 6-Month High: What’s Driving The Gains?
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January 27, 2026
A long-awaited missile defense contract sparks RDW’s best day in over a year and supercharges retail enthusiasm.
Via
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Trump Reportedly Says Dollar ‘Doing Great’ Even As It Slips To Lowest Level In Nearly Four Years
↗
January 27, 2026
According to a report from Bloomberg, President Donald Trump said in Iowa on Tuesday that he would like the dollar to seek its own level.
Via
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World Trade
S&P 500 Hit All Time Intraday High Ahead Of Fed’s First Policy Meeting Of 2026 This Week
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January 27, 2026
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Bullish Set To Snap Five-Day Losing Streak After Cathie Wood Buys More Shares
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January 27, 2026
Bullish’s run in the red could see an end on Tuesday as investor sentiment surges ahead of market opening
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Why Is AMZN Rising In Premarket Today?
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January 27, 2026
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Intel Stock Down Over 20% Since Q4 Report — Retail Traders Feel Downside Is ‘Capped By Uncle Sam’
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January 26, 2026
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January 26, 2026
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USAR Stock Is On Its Hottest Streak Ever — Analyst Sees Over 30% Upside On $1.6B US Backing
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January 26, 2026
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Nasdaq, S&P 500 Futures Climb As Investors Brace For Earnings Rush, Fed Signals: Why META, MSFT, MU, UNH, GME Are On Traders' Radar Today
↗
January 27, 2026
Retail sentiment around major ETFs such as SPY and QQQ stayed bearish on Stocktwits.
Via
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Is Silver 'Not A Meme' Now? Analyst Likens Metal To GameStop As Volatility, ETF Volumes Explode
↗
January 27, 2026
After massive gains, Silver and funds tracking it experienced significant volatility on Monday.
Via
Stocktwits
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Dow, S&P 500, Nasdaq Futures Mixed As Investors Brace For More Big Tech Earnings, Fed Policy Update
↗
January 27, 2026
Via
Stocktwits
Topics
Economy
Stocks
Trump To Increase Tariffs On South Korea From 15% To 25%
↗
January 26, 2026
Trump said in a post on Truth Social that South Korea President Lee Jae Myung and him had reached a deal in July 2025, and reaffirmed the terms in Oct. 2025, but they had not yet been approved.
Via
Stocktwits
Topics
Government
World Trade
Breadth Cools Into Resistance as Large Caps Hold the Highs
↗
January 26, 2026
Via
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UNH, 3M, Target CEOs Join Corporate Leaders Urging Calm After Minneapolis ICE Shooting Sparks National Backlash
↗
January 26, 2026
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Is Intel Stock A Buy After Its Worst Dip In Over A Year? Retail Traders Feel Selloff Is Overdone
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January 25, 2026
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Stocktwits
Will The Fed Cut Rates This Week?
↗
January 26, 2026
This is the Federal Open Market Committee’s first meeting in 2026, and comes after three consecutive 25-bps rate cuts.
Via
Stocktwits
Topics
Economy
Stocks
Michael Burry Warns Yen Carry Trade Unwind Could Result In ‘Many’ Consequences For US Stocks And Bonds
↗
January 26, 2026
Burry warned that the Japanese yen is “long, long overdue for a trend reversal,” while cautioning investors in the U.S. of what would happen as a result of the repatriation of funds from the United...
Via
Stocktwits
Topics
Bonds
Economy
Why Is SanDisk Stock Down In Premarket Today?
↗
January 26, 2026
Shares retreat after a massive spike in the first month of the year.
Via
Stocktwits
Topics
Artificial Intelligence
Watch Out, Tesla: BYD Plans To Boost Sales Outside China As EV Push Revs Up
↗
January 26, 2026
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Stocktwits
Nasdaq, S&P 500 Futures Open The Week On Edge As Earnings, Tariffs, Fed Decision Loom: Why META, NVDA, RVMD, USAR Are On Traders' Radar Today
↗
January 26, 2026
Via
Stocktwits
Topics
Economy
Stocks
Gold Futures Smash $5,000, Silver Blows Past $100 As Trump Risks Ignite Safe-Haven Frenzy
↗
January 25, 2026
Via
Stocktwits
Topics
Government
Small-Caps Still Lead as Participation Broadens
↗
January 23, 2026
Via
Chartmill
Goldman Sachs Expects No Midweek Surprises From Fed’s Powell, Sees June Rate Cut
↗
January 26, 2026
The research firm forecasts two rate cuts this year.
Via
Stocktwits
Topics
Economy
Government
Dow, S&P 500, Nasdaq Futures Slip: Trump’s New Canada Tariff Threats And Big Earnings Week Keep Investors On Edge
↗
January 25, 2026
Markets are also watching for volatility from a potential U.S. action in Iran and the Federal Reserve’s first policy meeting for the year later this week.
Via
Stocktwits
Topics
ETFs
Economy
Government
Betting on the Pause: Prediction Markets Signal 99% Certainty for Fed Hold in January as Polymarket Volume Nears $500 Million
January 24, 2026
With the first Federal Reserve meeting of 2026 just days away, prediction markets have reached a state of near-total consensus. Traders are placing massive bets that the Federal Open Market Committee...
Via
PredictStreet
Topics
Economy
Gene Munster On AI, Jobs And What C-Suite Won’t Talk About
↗
January 23, 2026
Deepwater Asset Management’s co-founder said one reality about the growth of artificial intelligence is that it is increasingly difficult for top leaders to talk about its impact on the workforce.
Via
Stocktwits
Topics
Artificial Intelligence
Earnings
Workforce
Oracle Just Sealed The TikTok Deal, So Why Did Morgan Stanley Cut Its Price Target?
↗
January 23, 2026
The analyst lowered the price target on Oracle to $213 from $320 while maintaining an ‘Equal Weight’ rating on the shares.
Via
Stocktwits
Topics
Artificial Intelligence
Bonds
Government
Bond King Bill Gross Reportedly Warns Stock Market Rally Needs New Fuel To Keep Going
↗
January 23, 2026
According to a Business Insider report, Gross warned that the long stock market rally may be losing steam and needs fresh catalysts to stay on track as 2026 unfolds.
Via
Stocktwits
Topics
Artificial Intelligence
ETFs
IMF’s Georgieva Warns AI Will Hit Jobs ‘Like A Tsunami’ – And Could Disrupt 60% Of Roles In Advanced Economies
↗
January 23, 2026
Via
Stocktwits
Topics
Artificial Intelligence
Here's How Much a $250-Per-Month Investment in the S&P 500 Could Grow to Over 25 Years
↗
January 23, 2026
A simple strategy can often be the best one for long-term investors to deploy.
Via
The Motley Fool
Topics
ETFs
Stocks
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