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home
about us
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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
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Quarterly Performance Reports
Market Value Securities (MVS)
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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
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Event Schedule
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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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RSVP-Signup Form
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JPMorgan Chase & Co
(NY:
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302.64
-8.18 (-2.63%)
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Updated: 7:00 PM EST, Feb 12, 2026
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February 11, 2026
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February 11, 2026
Despite Globe Life’s outperformance relative to the broader market over the past year, Wall Street analysts remain cautiously optimistic about the stock’s prospects.
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February 11, 2026
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February 11, 2026
While Hilton has outperformed the broader market over the past year, analysts remain fairly optimistic about its growth outlook and long-term earnings potential.
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Which Big Tech Stocks Have the Most Debt, and Why It Matters
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February 11, 2026
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February 10, 2026
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Initial Public Offering
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Waffo Secures US$30 Million in Total Funding to Expand Global Payment Infrastructure for Digital Businesses
February 10, 2026
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Figma Stock Rises After JPMorgan's Rebound Prediction
↗
February 10, 2026
Figma shares are trading higher Tuesday as software stocks rebound, helped by a JPMorgan call for recovery from recent AI‑driven volatility.
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Shopify Upside May Be Limited By Software Gloom, Analyst Says
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February 10, 2026
Shopify stock jumped Tuesday ahead of earnings as JPMorgan stayed bullish on execution and AI-driven momentum.
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Amazon Unleashes $200 Billion AI 'War Chest' To Dominate Cloud, Custom Chips
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February 10, 2026
JPMorgan analysts expect Amazon's strategic investments to boost cloud computing and international expansion.
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Why Figma Stock Popped Today
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February 10, 2026
A rebound in software stocks was good news for Figma.
Via
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Building Dividend Income: A Steadier Approach or a Higher-Paying One With VYM and SCHD
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February 10, 2026
The Vanguard High Dividend Yield ETF and the Schwab U.S. Dividend Equity ETF both aim to deliver reliable income, but they go about it in very different ways. This comparison explains which approach is...
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Yields Retreat as Consumers Retrench: 10-Year Treasury Hits 4.14% Following Soft Retail Data
February 10, 2026
The benchmark 10-year U.S. Treasury yield plummeted to 4.14% on Tuesday, February 10, 2026, as investors aggressively repositioned for a more dovish Federal Reserve following a starkly disappointing...
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Earnings
The Warsh Revolution: A New Era of 'Productive Dovishness' Begins at the Federal Reserve
February 10, 2026
The global financial landscape has entered a period of profound transformation following the nomination of Kevin Warsh to succeed Jerome Powell as Chair of the Federal Reserve. Announced in late...
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Artificial Intelligence
Bonds
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Retail Stagnation Shocker: Flat December Sales Report Triggers Massive Pivot to Bonds and Rate Cut Bets
February 10, 2026
The American consumer, long the resilient engine of the global economy, appears to have finally stalled. A highly anticipated retail sales report released today, February 10, 2026, revealed that...
Via
MarketMinute
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Waffo Secures US$30 Million in Total Funding to Expand Global Payment Infrastructure for Digital Businesses
February 10, 2026
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CME Group Stock Outlook: Is Wall Street Bullish or Bearish?
February 10, 2026
Despite CME Group's strong performance relative to the broader market over the past year, Wall Street analysts remain cautiously optimistic about the stock’s prospects.
Via
Barchart.com
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Datadog (DDOG) 2026 Research Report: The AI-Native Command Center for the Modern Enterprise
February 10, 2026
Date: February 10, 2026 Introduction As the enterprise landscape navigates the "Second Wave" of generative AI deployment, few companies have positioned themselves as centrally as Datadog, Inc. (NASDAQ:...
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Initial Public Offering
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Autonomous Observability: A Deep Dive into Dynatrace (NYSE: DT) in 2026
February 10, 2026
As of February 10, 2026, the global technology landscape has reached a critical inflection point: the transition from monitoring to autonomous observability. Standing at the epicenter of this shift is...
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The Road to Private: A Deep Dive into Clear Channel Outdoor (NYSE: CCO) in 2026
February 10, 2026
As of February 10, 2026, the landscape of the out-of-home (OOH) advertising industry has undergone a seismic shift. Clear Channel Outdoor Holdings, Inc. (NYSE: CCO) has long been a titan of the...
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The Measurement Giant Reimagined: A Deep Dive into Waters Corporation (WAT) in 2026
February 10, 2026
As of February 10, 2026, Waters Corporation (NYSE: WAT) stands at the most significant crossroads in its nearly 70-year history. Long regarded as the gold standard in liquid chromatography and mass...
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The Backbone of AI: A Comprehensive Research Feature on Credo Technology Group (CRDO)
February 10, 2026
Date: February 10, 2026 Introduction As the artificial intelligence revolution enters its third year of explosive infrastructure deployment, the industry's focus has shifted from the raw compute power...
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Are Wall Street Analysts Predicting Union Pacific Stock Will Climb or Sink?
February 10, 2026
Despite lagging the broader market over the past year, Union Pacific Corporation continues to attract optimistic analyst sentiment, reflecting confidence in its long-term growth and operational...
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Barchart.com
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The White House Issues a Major Warning: Why Investors in These 2 S&P 500 Stocks Shouldn't Worry.
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February 10, 2026
President Donald Trump continues his push to improve affordability for Americans.
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Why Is RBLX Stock Up In Premarket Today?
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February 10, 2026
Cathie Wood’s ARK Invest has bought more shares in the video game company.
Via
Stocktwits
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Nasdaq, S&P 500 Futures Subdued After Dow Closes Above 50,000: Why TSLA, RBLX, TSM, HOOD, KD Are On Traders' Radar Today
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February 10, 2026
Retail chatter on Stocktwits shows ‘ bearish’ sentiment for the SPY ETF, as well as tech-heavy QQQ.
Via
Stocktwits
Topics
Artificial Intelligence
ETFs
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JPM May Be Ending Its April Cycle, Signaling A Correction
↗
February 10, 2026
JPMorgan enters Q1 with strong capital, rising earnings, and steady loan growth. The bank beat expectations with net income of $14.6B, EPS above $5, and revenue near $46B, showing resilient consumer...
Via
Talk Markets
Kyndryl Blowup: JPMorgan Double Downgrades Stock After ‘Stunning’ CFO Exit, Accounting Review
↗
February 10, 2026
Kyndryl also announced the departure of its global controller and general counsel.
Via
Stocktwits
Topics
Regulatory Compliance
Reliability by Design or Active Management: IGIB vs. FIGB
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February 09, 2026
The iShares 5–10 Year Investment Grade Corporate Bond ETF and the Fidelity Investment Grade Bond ETF both target high-quality corporate bonds, but they rely on very different approaches to deliver...
Via
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Which is the Best Vanguard ETF for Dividends?
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February 09, 2026
These two Vanguard ETFs are popular among investors for dividend income. But one looks a bit better.
Via
The Motley Fool
Topics
ETFs
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