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home
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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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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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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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Updated: 4:00 PM EST, Jan 2, 2026
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OpenAI Shatters Reasoning Records: The Dawn of the o3 Era and the $200 Inference Economy
January 02, 2026
In a move that has fundamentally redefined the trajectory of artificial general intelligence (AGI), OpenAI has officially transitioned its flagship models from mere predictive text generators to...
Via
TokenRing AI
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Artificial Intelligence
The Silicon Sovereignty: How the NPU Revolution Brought the Brain of AI to Your Desk and Pocket
January 02, 2026
The dawn of 2026 marks a definitive turning point in the history of computing: the era of "Cloud-Only AI" has officially ended. Over the past 24 months, a quiet but relentless hardware revolution has...
Via
TokenRing AI
Topics
Artificial Intelligence
Dan Ives Says Tech Stocks Could Rally Up To 25% In 2026, But Cautions That This Is A ‘Prove It Year’ For AI: Report
↗
January 02, 2026
Via
Stocktwits
The CoWoS Crunch Ends: TSMC Unleashes Massive Packaging Expansion to Power the 2026 AI Supercycle
January 02, 2026
As of January 2, 2026, the global semiconductor landscape has reached a definitive turning point. After two years of "packaging-bound" constraints that throttled the supply of high-end artificial...
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Omaha’s New Captain: Greg Abel Takes the Helm as Berkshire Hathaway Enters the Post-Buffett Era
January 02, 2026
As the sun rose over Omaha on January 1, 2026, the global financial landscape reached a milestone many thought would never arrive. For the first time in over half a century, Berkshire Hathaway (NYSE:...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Silicon Surge: Semiconductor Giants Propel Nasdaq to Record Highs to Kick Off 2026
January 02, 2026
The Nasdaq Composite began the first trading session of 2026 by shattering previous records, fueled by an aggressive rally in the semiconductor sector. As investors shook off the modest volatility of...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
The HBM Scramble: Samsung and SK Hynix Pivot to Bespoke Silicon for the 2026 AI Supercycle
January 02, 2026
As the calendar turns to 2026, the artificial intelligence industry is witnessing a tectonic shift in its hardware foundation. The era of treating memory as a standardized commodity has officially...
Via
TokenRing AI
Topics
Artificial Intelligence
The Great Decoupling: Hyperscalers Accelerate Custom Silicon to Break NVIDIA’s AI Stranglehold
January 02, 2026
MOUNTAIN VIEW, CA — As we enter 2026, the artificial intelligence industry is witnessing a seismic shift in its underlying infrastructure. For years, the dominance of NVIDIA Corporation (NASDAQ:NVDA)...
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Silicon Sovereignty: The 2nm GAA Race and the Battle for the Future of AI Compute
January 02, 2026
The semiconductor industry has officially entered the era of Gate-All-Around (GAA) transistor technology, marking the most significant architectural shift in chip manufacturing in over a decade. As of...
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Retirement
The Great Rebalancing: Small-Caps Surge as Big Tech Giants Stumble in Early 2026
January 02, 2026
The opening days of 2026 have ushered in a definitive regime shift in the global financial markets, as the long-awaited "Great Rotation" finally takes hold. After years of dominance by a handful of...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
The Silicon Gold Rush: ByteDance and Global Titans Push NVIDIA Blackwell Demand to Fever Pitch as TSMC Races to Scale
January 02, 2026
SANTA CLARA, CA – As the calendar turns to January 2026, the global appetite for artificial intelligence compute has reached an unprecedented fever pitch. Leading the charge is a massive surge in...
Via
TokenRing AI
Topics
Artificial Intelligence
Bonds
Economy
Intel’s Angstrom Era Arrives: 18A and 14A Multi-Chiplet Breakthroughs Signal a New Frontier in AI Compute
January 02, 2026
In a landmark demonstration of semiconductor engineering, Intel (NASDAQ: INTC) has officially showcased its next-generation multi-chiplet processors built on the 18A and 14A process nodes. This...
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
US Stocks Tread Water As AI And Chip Rally Clashes With Consumer Weakness: Tesla, Amazon, Micron, Nvidia Among Top Movers
↗
January 02, 2026
Major U.S. indexes held near flat levels as investors balanced strength in technology-linked sectors against ongoing pressure in consumer-facing stocks.
Via
Stocktwits
Topics
Artificial Intelligence
Government
Stocks
Why Toast (TOST) Stock Is Falling Today
January 02, 2026
Shares of restaurant technology platform Toast (NYSE:TOST) fell 4.5% in the afternoon session after a stockholder filed a notice of intent to sell 66,390 Class A shares.
Via
StockStory
Topics
Artificial Intelligence
Economy
Initial Public Offering
Coinbase (COIN) Stock Is Up, What You Need To Know
January 02, 2026
Shares of blockchain infrastructure company Coinbase (NASDAQ:COIN) jumped 4.3% in the afternoon session after its CEO unveiled a 2026 'Everything Exchange' plan to integrate stocks, prediction markets,...
Via
StockStory
Topics
Artificial Intelligence
Derivatives
Initial Public Offering
Warby Parker (WRBY) Stock Is Up, What You Need To Know
January 02, 2026
Shares of eyewear retailer Warby Parker (NYSE:WRBY) jumped 3.7% in the afternoon session after Loop Capital named the eyeglasses maker one of its top-pick stocks for 2026.
Via
StockStory
Topics
Artificial Intelligence
Initial Public Offering
Why Is Dave & Buster's (PLAY) Stock Soaring Today
January 02, 2026
Shares of arcade company Dave & Buster’s (NASDAQ:PLAY) jumped 5.5% in the afternoon session after consumer discretionary stocks rallied, fueled by positive market sentiment.
Via
StockStory
Topics
Artificial Intelligence
Earnings
Economy
Why Is Lattice Semiconductor (LSCC) Stock Soaring Today
January 02, 2026
Shares of semiconductor designer Lattice Semiconductor (NASDAQ:LSCC) jumped 5.9% in the afternoon session after a broad rally in semiconductor stocks kicked off the new year, driven by continued...
Via
StockStory
Topics
Artificial Intelligence
Stocks
Why Watsco (WSO) Stock Is Up Today
January 02, 2026
Shares of equipment distributor Watsco (NYSE:WSO) jumped 3% in the afternoon session after the company announced a regular quarterly cash dividend of $3.00 per share, extending its streak of paying...
Via
StockStory
Topics
Artificial Intelligence
Why Amkor (AMKR) Stock Is Trading Up Today
January 02, 2026
Shares of semiconductor packaging and testing company Amkor Technology (NASDAQ:AMKR) jumped 5.6% in the afternoon session after the stock rallied alongside its peers as the Philadelphia Semiconductor...
Via
StockStory
Topics
Artificial Intelligence
10x Genomics (TXG) Stock Is Up, What You Need To Know
January 02, 2026
Shares of biotech company 10x Genomics (NASDAQ:TXG) jumped 2.5% in the afternoon session after several analysts raised their price targets on the stock, pointing to a more optimistic outlook for the...
Via
StockStory
Topics
Artificial Intelligence
Strategy (MSTR) Stock Is Up, What You Need To Know
January 02, 2026
Shares of bitcoin development company Strategy (NASDAQ:MSTR) jumped 3.4% in the afternoon session after the price of Bitcoin rose and investment bank Benchmark reaffirmed its 'Buy' rating on the...
Via
StockStory
Why Papa John's (PZZA) Stock Is Trading Up Today
January 02, 2026
Shares of fast-food pizza chain Papa John’s (NASDAQ:PZZA) jumped 3.4% in the afternoon session after investor optimism grew around its turnaround plan, which highlighted significant cost savings and...
Via
StockStory
Topics
Artificial Intelligence
Economy
The Smartest Growth Stock to Buy With $1,000 Right Now
↗
January 02, 2026
This fast-growing company can be bought at a really attractive valuation right now.
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
This Stock Is One of Warren Buffett’s ‘Crown Jewels.’ Should You Buy It for 2026?
January 02, 2026
Apple is a tech stock that trades at a premium valuation in January 2026. Should you buy this top Warren Buffett stock right now?
Via
Barchart.com
Topics
Artificial Intelligence
Microsoft (MSFT) Stock Moves Lower As Investors Assess Its AI Edge Against Google
↗
January 02, 2026
Microsoft Corp (NASDAQ:MSFT) shares are down Friday morning as the investors continue to weigh its competitive position in the AI space.
Via
Benzinga
Topics
Artificial Intelligence
Santa’s Empty Sleigh: Why the 2025 Rally Failure Signals a Rough Q1 for Wall Street
January 02, 2026
The highly anticipated "Santa Claus Rally" of 2025 has officially failed to materialize, leaving investors with a lump of coal as they ring in the new year. While the broader market enjoyed a year of...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
The AI Memory Supercycle: Why 2026 is the Year the 'Sold-Out' Sign Became Permanent for Micron
January 02, 2026
As the calendar turns to January 2, 2026, the semiconductor industry is no longer defined by the boom-and-bust cycles of the past. Instead, a "structural reset" has taken hold, driven by the insatiable...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Supply Chain
New Year, New Bull: Can 2026 Momentum Overcome the $1 Trillion Debt Wall?
January 02, 2026
As the sun rises on January 2, 2026, the global financial markets find themselves at a precarious but tantalizing crossroads. Investors are entering the new year with a "New Year, New Bull" sentiment,...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Energy
Performance Divergence: Nasdaq Soars as Dow Lags to Start 2026
January 02, 2026
The first trading session of 2026 has revealed a stark divergence in the American equity markets, setting a polarized tone for the new year. As of January 2, 2026, the tech-heavy Nasdaq Composite has...
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
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