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home
about us
Investment Approach
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Team Biographies
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
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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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Fidelity MSCI Information Technology Index ETF
(NY:
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226.28
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Updated: 8:00 PM EST, Jan 16, 2026
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Apple Higher Education Offer Spans Globe, Gives Discounts To College Students
↗
August 01, 2024
Apple Inc. (NASDAQ: AAPL) is offering lower prices on products for college students through its Higher Education Offer, running from June-Sept.
Via
Benzinga
Apple ETFs To Buy Ahead Of Its Fiscal Q3 Earnings
↗
August 01, 2024
All eyes are on technology giant Apple (AAPL - Free Report), which is set to release third-quarter fiscal 2024 results after market close on Aug 1. This has put investors’ focus on ETFs having...
Via
Talk Markets
Topics
ETFs
Apple Set To Beat Q3 Earnings Estimates With Strong Services Growth: Goldman Sachs
↗
July 30, 2024
Apple expected to beat analyst expectations with $1.36 EPS and $85.1 billion revenue. Goldman Sachs maintains Buy rating due to services growth.
Via
Benzinga
Apple Vision Pro Launches New Lake-Setting Environment For Digital Crown VR
↗
July 25, 2024
Apple Vision Pro adds new virtual environment, Lake Vrangla in Norway, to its Digital Crown feature. Users can access it via headset's passthrough cameras.
Via
Benzinga
Apple App Store Practices Under Scrutiny In Spain For Anti-Competitive Behavior
↗
July 24, 2024
Apple under investigation for potential violations of competition laws in Spain and EU regarding App Store. Maximum duration of 24 months.
Via
Benzinga
3 Tech ETFs to Buy if You Are Looking for Heavy Nvidia Exposure
↗
July 05, 2024
The following tech ETFs have a lot of Nvidia in them. But that's not the only reason to give them a closer look.
Via
InvestorPlace
Topics
ETFs
Nvidia Rebounds Over 6% After $550B Market Cap Loss
↗
June 25, 2024
Nvidia Corp (NASDAQ:NVDA) lost $550B in market value but has since risen back to $3.07T. Analysts warn of broader market slump if NVDA corrects.
Via
Benzinga
Apple's Streaming Ambitions In China Continue Despite Geopolitical Tensions
↗
June 04, 2024
Apple could partner with China Mobile to bring Apple TV+ to China, tapping into a potential market of over 200 million customers. Despite tensions, Apple has strengthened its presence and partnerships...
Via
Benzinga
Apple's Southeast Asia Growth: New Kuala Lumpur Store Set to Open In June
↗
May 29, 2024
Apple to launch first retail store in Malaysia on June 22, expanding presence in Southeast Asia. Boosting sales outside China.
Via
Benzinga
ETFs To Buy On Apple's Q2 Earnings Beat, Largest-Ever Buyback
↗
May 03, 2024
Bolstered by the increased dividend and stock repurchase commitment, Apple shares recently jumped as much as 8%. Investors seeking to tap the strength should consider ETFs having the largest allocation...
Via
Talk Markets
Topics
ETFs
Earnings
Microsoft Shakes Up Cybersecurity: Executive Pay Now Tied to Anti-Hacking Milestones
↗
May 03, 2024
Microsoft prioritizes security with new anti-hacking initiatives, adding cybersecurity leaders and linking executive compensation to milestones.
Via
Benzinga
Microsoft's $75B Acquisition of Activision Cleared of Insider Trading Concerns by SEC
↗
May 02, 2024
The SEC & Justice Dept found no grounds for charges after investigating Barry Diller, Alexander von Furstenberg & David Geffen's investments in Activision before Microsoft's acquisition.
Via
Benzinga
Topics
Regulatory Compliance
ETFs To Buy As Cloud, AI Power Microsoft's Q3 Earnings
↗
April 27, 2024
The world's largest software maker, Microsoft, reported strong third-quarter fiscal 2024 results, beating earnings and revenue estimates. Investors could tap into the opportunities in this software...
Via
Talk Markets
Topics
Artificial Intelligence
ETFs
The Low-Cost ETF That Has Turned $10,000 Into More Than $50,000 in 10 Years
↗
April 27, 2024
Sometimes you have to sacrifice returns in exchange for safety -- but not always.
Via
The Motley Fool
Topics
ETFs
AI Is Going Well For Microsoft, But Cybersecurity Is Not
↗
April 25, 2024
Microsoft faces security challenges as recent attacks have shaken trust in the company. With emphasis on AI and cloud, analysts are optimistic.
Via
Benzinga
Topics
Artificial Intelligence
What's In Store For Microsoft ETFs This Earnings Season?
↗
April 24, 2024
Microsoft (MSFT - Free Report) is set to release third-quarter 2024 results on Apr 25, after market close. It is worth taking a look at this leading software company’s fundamentals ahead of its...
Via
Talk Markets
Topics
ETFs
EU Clears Microsoft's $13B OpenAI Investment from Formal Probe: A Relief for Tech Giants
↗
April 17, 2024
EU approves Microsoft's $13B investment in OpenAI without formal investigation, citing lack of control over operations and promoting innovation.
Via
Benzinga
LinkedIn Unveils Premium Pages, New Subscription Plan Offers Exclusive Growth Tools For Small Businesses
↗
April 17, 2024
offers AI-generated content, tools to increase follower counts, and other features designed to enhance a company's visibility on the platform.
Via
Benzinga
OpenAI Launches First Asian Office in Tokyo Amid Microsoft's Massive AI and Cloud Push in Japan
↗
April 15, 2024
Microsoft-backed OpenAI expands to Tokyo, Japan to engage with regional businesses and develop AI solutions. Japan invests in AI despite lagging behind in tech.
Via
Benzinga
Topics
Artificial Intelligence
Microsoft's Growth Soars with AI Innovations, Projected to Lead in Public Cloud by 2032: Analyst
↗
April 11, 2024
MSFT maintained Overweight rating with a raised price target of $520 by Morgan Stanley analyst, citing strong secular positioning and EPS growth.
Via
Benzinga
Topics
Artificial Intelligence
After The EU, Microsoft Faces Cloud Computing Antitrust Scrutiny in South Africa
↗
April 05, 2024
Microsoft faces EU complaint over cloud computing licensing practices. Negotiating with European providers to avoid antitrust action.
Via
Benzinga
Microsoft Decouples Teams from Office Globally in Response to Antitrust Concerns: Report
↗
April 01, 2024
Microsoft reportedly plans to sell Teams separately from Office globally due to antitrust concerns; faces EU investigation into bundling practices with fines up to 10% of global annual turnover.
Via
Benzinga
As Apple Battles DOJ Antitrust Claims, Analysts Compare It With Microsoft's Past, Seeing AI Opportunities
↗
March 22, 2024
Analyst maintains Outperform rating on Apple with $250 price target and predicts long legal process with potential settlement. Antitrust efforts against Big Tech continue, but analyst expects no...
Via
Benzinga
Topics
Artificial Intelligence
Tim Cook Launches New Apple Store in Shanghai as iPhone Struggles in China
↗
March 21, 2024
Apple's CEO Tim Cook opened a new store in Shanghai, showing commitment to China as a key market and manufacturing hub. Despite challenges, Cook aims to strengthen ties and promote Apple products. In...
Via
Benzinga
Microsoft Faces Heat from US Senators Over Bing's Censorship in China
↗
March 21, 2024
Senator Rubio criticizes Microsoft's compliance with Chinese censorship demands, intensifying scrutiny on Bing's filtering of content. Stock up 55%.
Via
Benzinga
5 ETFs To Tap Microsoft's Strength
↗
March 16, 2024
Microsoft is benefiting big from generative artificial intelligence (AI). Investors could tap the strength of this software leader through ETFs having double-digit exposure to Microsoft.
Via
Talk Markets
Topics
Artificial Intelligence
ETFs
Microsoft Sells Toys for Bob Studio, Eyeing Future Partnerships Amid Gaming Industry Overhaul
↗
March 01, 2024
Microsoft divests Toys for Bob video-game studio after 2 decades under Activision. Industry trend of consolidation and job cuts continues. MSFT down 0.16%
Via
Benzinga
Google Cloud Cautions Against Microsoft's Monopoly Move in Cloud Computing
↗
February 27, 2024
Google criticizes Microsoft's cloud strategies, fears monopoly. Amazon and Microsoft dominate cloud sector. Microsoft denies claims, calls for competition.
Via
Benzinga
Apple Returns To Revenue Growth: 5 ETFs In Focus
↗
February 03, 2024
Apple Inc. (AAPL) reported solid first-quarter fiscal 2024 results, wherein it beat estimates on both earnings and revenues.
Via
Talk Markets
Topics
ETFs
Microsoft Races To The Top, Hits $3-Trillion Valuation, Challenges Apple's Throne
↗
January 24, 2024
Microsoft's market valuation reaches $3 trillion on Jan. 24, 2023, driven by optimism in AI. It briefly surpasses Apple for most valuable company.
Via
Benzinga
Topics
Artificial Intelligence
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