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home
about us
Investment Approach
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Firm ADV PDFs
Form CRS
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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
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Western Digital
(NQ:
WDC
)
172.27
-3.79 (-2.15%)
Streaming Delayed Price
Updated: 4:00 PM EST, Dec 31, 2025
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$7 Trillion "Witching Hour": Unprecedented Derivatives Expiration Sparks Volatility on Wall Street
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The Storage Supercycle: Western Digital’s Strategic Split Ignites Record-Breaking Winning Streak
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AI Memory Supercycle: Micron’s Blowout Earnings Ignite a Semiconductor Surge
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December 18, 2025
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Why Western Digital (WDC) Stock Is Up Today
December 18, 2025
Shares of leading data storage manufacturer Western Digital (NASDAQ: WDC) jumped 6.4% in the morning session after Morgan Stanley lifted its price target on the stock to $228 from $188.
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Memory of the Future: Micron’s Earnings Surge Signals New Era for AI-Driven Semiconductors
December 18, 2025
On December 17, 2025, Micron Technology (NASDAQ: MU) delivered a fiscal first-quarter earnings report that has fundamentally reshaped the narrative for the semiconductor industry heading into 2026. The...
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What's Going On With Western Digital Stock Thursday?
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December 18, 2025
Western Digital (NASDAQ:WDC) shares are rising in sympathy with Micron, which beat first-quarter estimates and issued strong guidance.
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The Memory Titan: A Deep-Dive into Micron’s (MU) AI-Driven Renaissance
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Silicon Sovereignty: China’s Strategic Pivot to RISC-V Accelerates Amid US Tech Blockades
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AI’s Market Paradox: Tech Stocks Navigate Exuberance and Skepticism Amidst Transformative Impact
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Western Digital’s Nasdaq-100 Entry Caps Its AI-Driven Comeback
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Tech Takes a Tumble: Nasdaq's December Descent Signals Market Recalibration
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The technology-heavy Nasdaq Composite, a bellwether for the innovation sector, has recently experienced a significant and decisive downward move, marking a sharp recalibration in market sentiment as of...
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These Artificial Intelligence (AI) Stocks Are Up 257% and 316% So Far in 2025. Here's Why They Could Be a Bust in 2026.
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Top S&P500 movers in Friday's session
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AI's Long-Term Promise vs. Short-Term Pain: What's Next for the Artificial Intelligence Investment Boom?
December 12, 2025
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1 Profitable Stock to Target This Week and 2 Facing Headwinds
December 11, 2025
Even if a company is profitable, it doesn’t always mean it’s a great investment. Some struggle to maintain growth, face looming threats, or fail to reinvest wisely, limiting their future potential.
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RISC-V Rises: An Open-Source Revolution Poised to Disrupt ARM’s Chip Dominance
December 11, 2025
The semiconductor industry is on the cusp of a significant shift as the open-standard RISC-V instruction set architecture (ISA) rapidly gains traction, presenting a formidable challenge to ARM's...
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AI Bubble Fears Jolt Tech Stocks as Broadcom Reports Strong Q4 Amidst Market Volatility
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San Francisco, CA – December 11, 2025 – The technology sector is currently navigating a period of heightened volatility, with a notable dip in tech stocks fueling widespread speculation about an...
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Why Is Western Digital (WDC) Stock Rocketing Higher Today
December 10, 2025
Shares of leading data storage manufacturer Western Digital (NASDAQ: WDC) jumped 6.7% in the afternoon session after the Federal Reserve cut its key interest rate, boosting investor confidence across...
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Which S&P500 stocks are moving on Wednesday?
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December 10, 2025
Let's delve into the developments on the US markets one hour before the close of the markets on Wednesday. Below, you'll find the top gainers and losers within the S&P500 index during today's session.
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The Best AI Trades Of The Year Weren’t Nvidia Or AMD — They Were 2 Old-School Storage Giants
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December 10, 2025
Western Digital and Seagate delivered blockbuster gains in 2025 as AI storage demand surged, and they continue to trade at reasonable valuations.
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2 Large-Cap Stocks Worth Your Attention and 1 Facing Headwinds
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Large-cap stocks are known for their staying power and ability to weather market storms better than smaller competitors. However, their sheer size makes it more challenging to maintain high growth...
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