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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)
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Back Dated Performance Reports
Quarterly 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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Event Schedule
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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
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BlackRock
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Bank of America (BAC) Deep-Dive: Navigating the 2026 Financial Landscape
January 14, 2026
As of January 14, 2026, Bank of America Corporation (NYSE: BAC) stands as a critical barometer for the health of the United States economy. With a market capitalization exceeding $430 billion, it is...
Via
Finterra
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The Great Rotation: $46 Billion Floods Into Safe Havens as Geopolitical Chaos and Fed Conflict Trigger 'Violent Recalibration'
January 14, 2026
NEW YORK — The opening weeks of 2026 have ushered in a period of unprecedented market turbulence, as a "perfect storm" of geopolitical shocks and a direct assault on the independence of the Federal...
Via
MarketMinute
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ETFs
Economy
Law Enforcement
The New Gold Standard: Newmont Hits Record $106.38 as Gold Super-Cycle Ignites
January 14, 2026
In a historic session for the precious metals sector, Newmont Corporation (NYSE: NEM) surged to an all-time high of $106.38 on Wednesday, Jan. 14, 2026. The world's largest gold producer is now the...
Via
MarketMinute
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Economy
Energy
The Fortress of Finance: A Deep-Dive into JPMorgan Chase & Co. (JPM) in 2026
January 14, 2026
Today’s Date: January 14, 2026 Introduction In the world of global finance, few institutions command the same gravity as JPMorgan Chase & Co. (NYSE: JPM). As of January 2026, the firm stands not just...
Via
Finterra
Topics
Artificial Intelligence
Credit Cards
Economy
Looking to ‘Sell America’ Amid Fed Drama? Here’s 1 ETF to Buy.
January 14, 2026
'Sell America' fear is rising again, and this non-U.S. ETF could be a wise buy to stay diversified and invested globally while U.S. policy risks swirl.
Via
Barchart.com
Topics
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ETFs
Economy
BlackRock Advisor Survey Shows Advancing High-Net-Worth Business is Driven by Tax Management, Private Markets, and Customized Model Portfolios
January 14, 2026
From
BlackRock
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Business Wire
BlackRock Gears Up For Q4 Print; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts
↗
January 14, 2026
Via
Benzinga
Google, Microsoft, Wall Street Giants Plan To Shift More Jobs To India As Layoffs And Trump’s Immigration Curbs Bite: Survey
↗
January 14, 2026
About 28% of survey respondents said the shift is due to the new U.S. H-1B visa policy, which includes a $100,000 filing fee and skill-based prioritization.
Via
Stocktwits
Topics
Artificial Intelligence
Government
Immigration
Warner Bros. Discovery Rejects Paramount’s Hostile Bid to Stick with Netflix Strategic Deal
January 13, 2026
NEW YORK — In a move that has sent shockwaves through the media landscape, the Board of Directors of Warner Bros. Discovery (Nasdaq: WBD) has officially rejected a massive $108.4 billion hostile...
Via
MarketMinute
Topics
Lawsuit
Amgen at the Crossroads: MariTide, Market Volatility, and the Quest for Obesity Dominance
January 13, 2026
Date: January 13, 2026 Introduction Amgen Inc. (NASDAQ: AMGN) finds itself at a historic crossroads. Long regarded as the "blue-chip" anchor of the biotechnology sector, the Thousand Oaks-based giant...
Via
PredictStreet
Topics
Economy
Intellectual Property
S&P 500 Eyes 7,000 Milestone as Cooling Inflation and Bank Earnings Ignite 2026 Rally
January 13, 2026
The S&P 500 index is currently standing on the precipice of a historic milestone, flirting with the psychologically significant 7,000-point barrier. On Tuesday, January 13, 2026, the index climbed to...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Government
The American Titan’s $22 Billion Gambit: Chevron’s Strategic Bid for Lukoil’s Global Portfolio
January 13, 2026
Chevron Corporation (NYSE: CVX) stands at a pivotal crossroads in the global energy landscape. While the industry continues its long-term pivot toward a lower-carbon future, the immediate geopolitical...
Via
PredictStreet
Topics
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The Leisure Powerhouse: Allegiant’s Strategic Acquisition of Sun Country and the 2026 Consolidation Wave
January 13, 2026
The aviation industry is still reeling from the tectonic shift announced just 48 hours ago: the $1.5 billion acquisition of Sun Country Airlines (NASDAQ: SNCY) by Allegiant Travel Company (NASDAQ:...
Via
PredictStreet
Topics
Credit Cards
BlackRock Eyes $14 Trillion Milestone: AUM Surge and Private Market Pivot Define Q4 Earnings Outlook
January 13, 2026
As the financial world turns its gaze toward the mid-January earnings season, all eyes are on BlackRock (NYSE: BLK), the world’s largest asset manager, which is set to report its fourth-quarter 2025...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Earnings
The Blue Chip Standard: Navigating the Shifting Tides of Procter & Gamble
January 13, 2026
As we enter the second week of 2026, the global consumer goods landscape is facing a pivotal transformation. At the center of this evolution is The Procter & Gamble Company (NYSE: PG), a titan of...
Via
PredictStreet
Topics
Economy
Intellectual Property
World Trade
Intel’s Silicon Renaissance: A Research Deep Dive into the 2026 Turnaround
January 13, 2026
As of January 13, 2026, Intel Corporation (Nasdaq: INTC) stands at the most critical juncture in its 58-year history. After decades of undisputed dominance followed by a humbling period of market share...
Via
PredictStreet
Topics
Artificial Intelligence
Economy
A New Era in Rare Hepatology: The Deep-Dive Analysis of Mirum Pharmaceuticals (MIRM)
January 13, 2026
Date: January 13, 2026 Introduction Mirum Pharmaceuticals, Inc. (Nasdaq: MIRM) has reached a critical inflection point, evolving from a speculative clinical-stage biotech into a commercial-stage...
Via
PredictStreet
Topics
Economy
Initial Public Offering
Nike (NKE) in 2026: Restoring the Soul of the Swoosh
January 13, 2026
As of January 13, 2026, Nike, Inc. (NYSE: NKE) stands at a pivotal juncture in its storied history. Once the undisputed monarch of the global sportswear market, the "Swoosh" spent much of 2024 and 2025...
Via
PredictStreet
Topics
Economy
World Trade
Walmart (WMT) 2026 Analysis: From Retail Giant to Tech-Powered Ecosystem
January 13, 2026
As of January 13, 2026, Walmart Inc. (NYSE: WMT) stands as a global behemoth that has successfully navigated the most turbulent era in retail history. No longer just a chain of rural "everything...
Via
PredictStreet
Topics
Artificial Intelligence
Economy
World Trade
The AI Memory Supercycle: A Deep Dive into Micron Technology (MU) in 2026
January 13, 2026
Date: January 13, 2026 Introduction Micron Technology, Inc. (NASDAQ: MU) has transitioned from a cyclical commodity manufacturer to a cornerstone of the global Artificial Intelligence (AI)...
Via
PredictStreet
Topics
Artificial Intelligence
Initial Public Offering
The Great Unshackling: A Comprehensive Research Analysis of Wells Fargo & Company (WFC) in 2026
January 13, 2026
As of January 13, 2026, Wells Fargo & Company (NYSE: WFC) stands at a historic crossroads. For nearly a decade, the San Francisco-based banking giant was the "problem child" of the American financial...
Via
PredictStreet
Topics
Artificial Intelligence
Credit Cards
Economy
The Fortress of Wall Street: A Comprehensive Research Deep-Dive into JPMorgan Chase & Co. (NYSE: JPM)
January 13, 2026
As of January 13, 2026, JPMorgan Chase & Co. (NYSE: JPM) stands not just as a survivor of the various economic upheavals of the 21st century, but as the undisputed titan of the global financial...
Via
PredictStreet
Topics
Artificial Intelligence
Credit Cards
Economy
Should ETF Investors Consider CLOs? Inspirion Opens $25 Million CLOA Position
↗
January 13, 2026
BlackRock’s iShares AAA CLO Active ETF invests in AAA-rated CLOs, focusing on income and principal preservation in structured credit.
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
Fed Chair Jerome Powell Draws Support From Global Central Bankers Amid Trump DOJ Scrutiny
↗
January 13, 2026
Heads of the European Central Bank, the Bank of England, and Sveriges Riksbank on Tuesday came out in support of Powell.
Via
Stocktwits
Topics
Economy
Government
Nasdaq, S&P 500 Futures Edge Lower Ahead Of CPI, JPMorgan Earnings: Why MSFT, NVDA, ABBV, ABAT Are Also On Traders' Radar Today
↗
January 13, 2026
Retail sentiment remained mixed on Stocktwits, with a neutral view on SPY but growing bullishness around QQQ.
Via
Stocktwits
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Artificial Intelligence
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ETFs
RWA Infrastructure Aura Finance Secures $5M Seed Round Led by Pantera and Founders Fund
January 12, 2026
Via
Press Release Distribution Service
Ethereum Foundation Deploys $120M ‘DeFi War Chest’ to Reclaim Ecosystem Dominance from Solana
January 12, 2026
In a decisive move to solidify its position as the bedrock of decentralized finance, the Ethereum Foundation (EF) has officially finalized a landmark $120 million allocation into top-tier DeFi...
Via
BreakingCrypto
The Great February Exodus: Analyzing the Record $3.56 Billion Bitcoin ETF Outflow
January 12, 2026
The month of February 2025 has etched itself into the history books of the digital asset industry, not for a soaring rally, but for a staggering institutional retreat. In a dramatic reversal of the...
Via
BreakingCrypto
Topics
ETFs
Economy
Regulatory Compliance
Texas Legislation 2.0: Lone Star State Refiles Reserve Bill to Onboard Ethereum and Solana
January 12, 2026
AUSTIN, TEXAS — On January 12, 2026, Texas State Representative Giovanni Capriglione (R-Southlake) officially refiled a landmark piece of legislation aimed at drastically expanding the state's digital...
Via
BreakingCrypto
Topics
ETFs
Trump’s Tariff Shockwaves: Bitcoin Slumps to $89,060 as $516M Flees Spot ETFs
January 12, 2026
The "Trump Trade" that propelled the cryptocurrency market to historic heights throughout 2025 has met its most formidable adversary: the reality of a global trade war. Following the administration's...
Via
BreakingCrypto
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Bonds
ETFs
Economy
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