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home
about us
Investment Approach
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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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
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
Quarterly Performance Reports
EVENTS
FIP
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
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
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Vanguard S&P 500 ETF
(NY:
VOO
)
597.55
+16.62 (+2.86%)
Official Closing Price
Updated: 6:30 PM EDT, Mar 31, 2026
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Inflation Landed Where Trump Wanted: These 10 Stocks Are Rallying
↗
October 24, 2025
September inflation came in below forecasts, boosting Fed rate-cut bets and helping Trump claim tariffs aren't driving broad price increases. Stocks rallied to new record highs.
Via
Benzinga
Topics
Economy
Government
World Trade
What Is One of the Best ETFs to Buy Now?
↗
October 24, 2025
Do you really want a tiny portion of holdings driving your fund's performance?
Via
The Motley Fool
Topics
ETFs
Stocks
Starting With Just $500? Here's the Simplest Way to Build a Multimillion-Dollar Portfolio.
↗
October 24, 2025
All it takes is time and consistency.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Delayed Inflation Report Looms: Will It Shake Fed's Next Move?
↗
October 23, 2025
After a 9-day delay from the government shutdown, September CPI data finally lands Friday and could heavily influence the Fed's rate-cut path. Markets trade near record highs.
Via
Benzinga
Topics
Economy
Meta Tightens Teen AI Safety Features With New Controls
↗
October 17, 2025
Via
Stocktwits
Topics
Artificial Intelligence
Why CSX Stock Rose Over 2% In After-Hours Trading
↗
October 16, 2025
Via
Stocktwits
2 Vanguard ETFs to Buy With $1,000 and Hold Forever
↗
October 23, 2025
These exchange-traded funds could be great complementary additions to your portfolio.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Economy
Oil Stocks Rally On Trump's Russia Sanctions: What's Moving Markets Thursday?
↗
October 23, 2025
Energy markets dominated headlines Thursday as a fresh wave of U.S. sanctions targeting Russia's oil giants sparked a sharp rebound in crude prices and lifted energy shares.
Via
Benzinga
Topics
Government
1 Top Vanguard Fund That Could Turn $17,000 Into $1 Million
↗
October 23, 2025
Investors can find great success by going the passive route.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Economy
Tesla Recalls Nearly 64,000 Cybertrucks Over Concerns With The Front Parking Lights
↗
October 23, 2025
The recall includes model year 2024-2026 Cybertrucks, where the vehicle controller software may cause the front parking lights to be too bright.
Via
Stocktwits
Topics
Product Recall
World Trade
Is the Vanguard S&P 500 ETF a Buy?
↗
October 23, 2025
This $1.41 trillion index fund has morphed into a concentrated tech play trading at a premium valuation.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Stocks
Tesla Q3 Earnings: Robotaxis, FSD, Optimus Dominate Investor Doubts Ahead Of Results
↗
October 22, 2025
Investors are seeking answers on the latest robotaxi updates, including current fleet size, miles completed, driver interventions, etc.
Via
Stocktwits
Tech Stocks Drop, Netflix Sinks 10% On Worst Day Since 2022: What's Moving Markets Wednesday?
↗
October 22, 2025
Risk sentiment deteriorated sharply on Wednesday as a wave of disappointing earnings guidance and escalating U.S.-China trade tensions rattled investor confidence.
Via
Benzinga
Topics
World Trade
Meta Trims Around 600 AI Roles To Boost Efficiency: Report
↗
October 22, 2025
The layoffs aim to streamline decision-making and boost efficiency.
Via
Stocktwits
Topics
Artificial Intelligence
Workforce
The Simplest Buffett-Inspired Portfolio You Can Build With Just $500
↗
October 22, 2025
History has rewarded patient investors who have followed this approach.
Via
The Motley Fool
Topics
ETFs
Economy
Tesla To Recall Nearly 13,000 Vehicles In US, But Retail Has Its Eyes Set On Q3 Earnings
↗
October 22, 2025
The recall includes model year 2025 Model 3 and model year 2026 Model Y vehicles.
Via
Stocktwits
Topics
Artificial Intelligence
Government
Product Recall
What I Wish I Knew Before Buying My First Stock (and How You Can Avoid the Same Mistake)
↗
October 22, 2025
Following this simple method can show you just how easy investing can (and should) be.
Via
The Motley Fool
Topics
ETFs
'Einstein Of Wall Street' Peter Tuchman Urges Young Investors To Stop Buying Stuff, Start Investing In Stocks For Lifelong Wealth
↗
October 22, 2025
Tuchman, NYSE trader and 'Einstein of Wall Street,' advises younger generations to invest in stocks, not stuff.
Via
Benzinga
Vanguard's VOO ETF Shrugs Off Every Market Scare
↗
October 20, 2025
Via
Benzinga
Topics
ETFs
Small Caps Rally As Credit Fears Ease, Gold Rebounds To $4,350: What's Moving Markets Monday?
↗
October 20, 2025
Via
Benzinga
Gold Sinks 5% On Worst Day In 5 Years, Dow Jones Hits Record Highs: What's Moving Markets Tuesday?
↗
October 21, 2025
Gold prices suffered a sharp correction on Tuesday as investors locked in profits following this year's explosive rally, while optimism across earnings kept industrial stocks powering higher and pushed...
Via
Benzinga
Topics
Stocks
Apple Stock Hits Fresh All-Time Highs On iPhone 17 Demand Momentum
↗
October 20, 2025
Loop Capital expects steady iPhone 17 shipment growth through 2027, supported by design updates.
Via
Stocktwits
Topics
Economy
The Smartest Index ETF to Buy With $1,000 Right Now
↗
October 19, 2025
You can make a strong argument that buying the S&P 500 index is a good choice today, but maybe you should consider some value stocks, too.
Via
The Motley Fool
Topics
ETFs
Stocks
1 Unstoppable Vanguard ETF to Buy With $630 During the S&P 500 Sell-Off
↗
October 18, 2025
This broad-market index gives investors a taste of everything -- even more than the S&P 500.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Economy
Warren Buffett Recommends 1 Vanguard Index Fund That Could Soar by 37% in Just Over 1 Year, According to This Wall Street Analyst
↗
October 18, 2025
This exchange-traded fund can serve as a foundational investment in your portfolio.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Economy
3 Reasons the Vanguard S&P 500 ETF Could Be Your Best Investment Right Now
↗
October 18, 2025
Buying this passively managed ETF is still one of the simplest ways to start investing.
Via
The Motley Fool
Topics
ETFs
Stocks
Stocks Shrug Off Bank Fears, AMEX Jumps: What's Moving Markets Friday?
↗
October 17, 2025
Wall Street shrugged off credit concerns that battered bank stocks on Wednesday, with large-cap indices posting slight gains by midday trading in New York, setting up for a positive weekly close.
Via
Benzinga
Gene Munster Says Tesla’s Numbers Are Going Down Next Year, But Believes That’s Okay: ‘Because It’s All About Autonomy’
↗
October 17, 2025
According to data from Fiscal AI, analysts on average expect the company to report earnings per share of $0.53, below the $0.72 reported in the September quarter of 2024.
Via
Stocktwits
Topics
Artificial Intelligence
3 Vanguard ETFs to Buy With $1,000 and Hold Forever
↗
October 17, 2025
The key is to consistently dollar-cost average into the strong-performing ETFs.
Via
The Motley Fool
Topics
ETFs
High Stakes For VOO And SPY: The S&P 500's Lofty Valuations Put ETF Strategies To Test
↗
October 16, 2025
The S&P 500 trades at dot-com-level valuations and the "Magnificent Seven" dominate returns. These strategies could hedge concentration risk.
Via
Benzinga
Topics
ETFs
Stocks
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