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about us
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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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JPMorgan Chase & Co
(NY:
JPM
)
335.12
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Updated: 7:00 PM EDT, Jun 25, 2026
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JPMorgan Restricts Hong Kong Staff's Access To Anthropic's AI Models Amid US National Security Crackdown: Report
↗
June 20, 2026
JPMorgan restricted Anthropic access in Hong Kong after U.S. security concerns prompted tighter controls on advanced AI models.
Via
Benzinga
Topics
Artificial Intelligence
IYF vs. KRE: Which Financial Sector ETF Is the Better Buy?
↗
June 19, 2026
Portfolio concentration, risk profiles, and income potential set these two financial sector ETFs apart.
Via
The Motley Fool
Topics
ETFs
Economy
The Fed Just Made Its First Decision Under Kevin Warsh. Here's What It Means for Big Bank Stocks.
↗
June 18, 2026
The Federal Reserve just held rates steady, with a hint that rate hikes could be in the cards.
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Initial Public Offering
Why CarMax Stock Rebounded on Thursday
↗
June 18, 2026
Several analysts adjusted their takes on the auto retailer.
Via
The Motley Fool
JPMorgan's Latest Forecasts Are Bullish for Gold: Buy the Dip
↗
June 18, 2026
The underlying outlook for gold remains excellent, even as near-term pressures could persist.
Via
The Motley Fool
Topics
Economy
Stay informed with the top movers within the dow jones index on Thursday.
↗
June 18, 2026
Via
Chartmill
Qualcomm Goes All-In: The $10B Bet to Crush NVIDIA
↗
June 18, 2026
Qualcomm is rapidly acquiring proprietary silicon architecture to bypass traditional licensing rules and establish dominance in the data center ecosystem.
Via
MarketBeat
Topics
Artificial Intelligence
Uncover the latest developments among dow jones stocks in today's session.
↗
June 18, 2026
Via
Chartmill
What's Going On With Broadcom Stock On Thursday?
↗
June 18, 2026
Broadcom (NASDAQ: AVGO) stock surges over 4% as JPMorgan reaffirmed its massive AI chip lead with Google, while a $3 billion debt payout strengthened its balance sheet.
Via
Benzinga
Topics
Artificial Intelligence
Is the Departure of Fiserv's CEO a Major Red Flag?
↗
June 18, 2026
Fiserv recently said that its CEO, Mike Lyons, had resigned to pursue another opportunity.
Via
The Motley Fool
This Memory Stock Has Doubled in 2026. Here's Why It Can Skyrocket Higher (Hint: It's Not Micron or Sandisk)
↗
June 17, 2026
Healthy demand for memory equipment should help Lam Research clock stronger-than-expected growth in the future.
Via
The Motley Fool
Topics
Artificial Intelligence
Supply Chain
Why Is Western Digital (WDC) Stock Rocketing Higher Today
June 17, 2026
What Happened? Shares of leading data storage manufacturer Western Digital (NASDAQ: WDC) jumped 7.7% in the afternoon session after it continued a rally spar...
Via
StockStory
Topics
Artificial Intelligence
Explore the top gainers and losers within the dow jones index in today's session.
↗
June 17, 2026
Via
Chartmill
Broadcom's Massive AI Pipeline Secures Multi-Year Growth, Analyst Says
↗
June 17, 2026
Broadcom (AVGO) stock jumps 6% as JPMorgan dismisses Google TPU delay rumors and projects massive AI revenue growth through 2031.
Via
Benzinga
Topics
Artificial Intelligence
Why Broadcom Stock Is Bouncing Higher Today
↗
June 17, 2026
This semiconductor specialist is poised to soar to an all-time high in one firm's opinion.
Via
The Motley Fool
Topics
Intellectual Property
JP Morgan's David Kelly Says It's 'A Great Economy For Stocks' Amid AI-Led Bull Market Despite Inflation Risks
↗
June 17, 2026
JPMorgan urges staying invested in stocks into 2026, citing AI boom, strong consumption, and ongoing bull market gains.
Via
Benzinga
Topics
Artificial Intelligence
Economy
Fidelity vs. Vanguard Financials: Which Financials ETF Offers More Bang for Your Buck?
↗
June 17, 2026
Asset size, track record, and portfolio makeup set these two low-cost sector funds apart for investors seeking financial sector exposure.
Via
The Motley Fool
Topics
ETFs
Economy
Vanguard VTV vs. Schwab SCHB: How Value Stocks Compare to a Total Stock Market ETF
↗
June 17, 2026
Compare diversification, sector focus, and risk profiles to see how these two low-cost ETFs could shape your portfolio's long-term growth and stability.
Via
The Motley Fool
Topics
ETFs
Economy
Which Banking ETF Is Better, Fidelity's Broader FNCL or iShares IAT's Regional Bank Focus?
↗
June 17, 2026
Compare diversification, cost, and risk profiles as two financial sector ETFs take different approaches to portfolio construction.
Via
The Motley Fool
Topics
ETFs
Why JPMorgan Chase Topped the Market on Tuesday
↗
June 16, 2026
According to a media report, the bank wants to expand its digital services into at least three new European countries.
Via
The Motley Fool
JPMorganChase to Host Second-Quarter 2026 Earnings Call
June 16, 2026
From
JPMorgan Chase & Co.
Via
Business Wire
Top dow jones movers in Tuesday's session
↗
June 16, 2026
Via
Chartmill
The AI Boom Is Becoming A $4.1 Trillion Debt Story, JPMorgan Says
↗
June 16, 2026
The race to build artificial intelligence infrastructure is no longer just a technology story. According to JPMorgan, it’s rapidly becoming one of the largest financing stories on Wall Street.
Via
Benzinga
Topics
Artificial Intelligence
3 Rate-Ready Stocks for the New Fed Chair’s First Big Test
↗
June 16, 2026
With rate hike odds rising and cuts off the table, JPMorgan Chase, Enterprise Products Partners, and Berkshire Hathaway stand to benefit from a higher-for-longer rate environment.
Via
MarketBeat
Topics
Economy
SpaceX Softens the Nasdaq's Fall While the Dow Keeps Climbing
↗
June 16, 2026
The Dow and Nasdaq went opposite directions Tuesday. SpaceX and falling oil prices explain why.
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Initial Public Offering
Stay informed with the top movers within the dow jones index on Tuesday.
↗
June 16, 2026
Via
Chartmill
Exploring the top movers within the S&P500 index during today's session.
↗
June 16, 2026
Via
Chartmill
Is Silicon Motion Technology a Buy After Dropping More Than 20% From Its High?
↗
June 16, 2026
Investors are scooping up a 20% drop in Silicon Motion Technology before more people recognize the opportunity.
Via
The Motley Fool
Topics
Artificial Intelligence
Nvidia As Big Borrower: AI Data Centers, Suppliers Racking Up Debt
↗
June 16, 2026
AI data centers and hardware suppliers, like Nvidia, taking on debt to finance the AI infrastructure buildout. Nvidia stock slipped Tuesday
Via
Investor's Business Daily
Topics
Artificial Intelligence
Bonds
Supply Chain
Banking ETFs: How Do KBWB and FTXO Compare to Each Other?
↗
June 16, 2026
Portfolio concentration and index strategy set these two banking ETFs apart for investors seeking sector exposure.
Via
The Motley Fool
Topics
ETFs
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