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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
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contact us
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Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Sample Portfolio
Back Dated 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
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Client Contact with Portfolio Manager(s)
Additional Information
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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
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Updated: 12:34 PM EST, Feb 2, 2026
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Carvana Stock Was Just Hit With a New Short Report. Should You Buy the Dip?
January 29, 2026
Carvana stock sinks on Gotham City Research’s short report but the structural bull case for CVNA shares remains intact.
Via
Barchart.com
Robinhood Soared by 204% in 2025, but Here's Another Financial Stock to Buy in 2026
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January 29, 2026
This stock is also fast-growing, but it's less susceptible to market volatility.
Via
The Motley Fool
Bessent Calls Trump Accounts 'Rainy Day Funds' And Slams 'Out of Touch' Critics As JPMorgan, BofA Back Plan
↗
January 29, 2026
Treasury Secretary Scott Bessent touted the newly introduced "Trump Accounts" as "a rainy day fund" while slamming critics.
Via
Benzinga
Topics
Government
Apple Stock Poised For A Lift? iPhone 17 Seen Driving Best Holiday-Quarter Growth In 4 Years — But Margin Jitters Linger
↗
January 29, 2026
About 67% of Stocktwits voters expect Apple to beat both revenue and earnings targets, signaling strong confidence heading into results.
Via
Stocktwits
Topics
Artificial Intelligence
Walt Disney Stock: Is Wall Street Bullish or Bearish?
January 29, 2026
Although Walt Disney has underperformed relative to the broader market over the past year, Wall Street analysts maintain a strongly optimistic outlook about the stock’s prospects.
Via
Barchart.com
Topics
ETFs
1 Surprising Reason Why Japanese Stocks Are Going Up
↗
January 28, 2026
Japan's stock market reached all-time highs in 2026 because of some simple regulatory changes behind the scenes.
Via
The Motley Fool
Topics
Economy
More Layoffs Are Coming at Citigroup in March. What Does That Mean for C Stock and Its 2% Dividend?
January 28, 2026
Citigroup's March layoffs are part of a 20,000‑job reduction plan running through the end of 2026, with roughly 1,000 roles already eliminated in January as CEO Jane Fraser tightens costs and...
Via
Barchart.com
Topics
Economy
Workforce
The Convergence Catalyst: How Deregulation and Fiscal Firepower Ignited the 2026 Bull Market
January 28, 2026
NEW YORK — As the calendar turns to late January 2026, the U.S. equity markets are not merely climbing; they are accelerating. With the S&P 500 eyeing a historic 7,500 level, the narrative on Wall...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
The Road to 7,800: Wall Street Bets on the 'Friendly Policy Mix' to Supercharge the S&P 500
January 28, 2026
As the first month of 2026 draws to a close, a wave of optimism is sweeping through the equity markets, fueled by a rare alignment of fiscal stimulus, aggressive deregulation, and a structural shift in...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Inflation Crossroads: High Stakes for Markets as Fed Pauses and Awaits Critical Price Data
January 28, 2026
The Federal Reserve has officially entered a period of strategic observation, opting to hold interest rates steady following its first meeting of 2026. This decision, announced today, January 28, 2026,...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Electric Vehicles
Fed Silence Meets Market Anxiety: FOMC Concludes as Inflation Jitters Grip Wall Street
January 28, 2026
As the clock struck 2:00 PM in Washington D.C. today, January 28, 2026, the Federal Open Market Committee (FOMC) concluded its first policy meeting of the year with a decision that many expected but...
Via
MarketMinute
Topics
Economy
World Trade
Resilient Spending and Regulatory Clouds: What the Q4 Bank Earnings Tell Us About the 2026 US Economy
January 28, 2026
The January 2026 earnings kickoff for the nation’s largest lenders has revealed a United States economy that remains remarkably resilient, even as it navigates the transition to a post-inflationary...
Via
MarketMinute
Topics
Credit Cards
Economy
Bank Profits Rise Amid Credit Card Uncertainty
↗
January 28, 2026
Earnings from six of the largest U.S. banks have been received.
Via
The Motley Fool
Topics
Artificial Intelligence
Credit Cards
Government
Corning Garners Analyst And Retail Attention After Q4 Results, Meta Deal
↗
January 28, 2026
The company reported revenue of $4.41 billion and EPS of $0.72 for the latest quarter, beating market expectations.
Via
Stocktwits
DeepMind’s AlphaGenome Breakthrough: Decoding the 1-Million-Letter Language of Human Disease
January 28, 2026
Google DeepMind has officially launched AlphaGenome, a revolutionary artificial intelligence model designed to decode the most complex instructions within human DNA. Revealed in a landmark publication...
Via
TokenRing AI
Topics
Artificial Intelligence
US Credit Market: M&A and LBOs Fuel Issuance Surge in 2026
January 28, 2026
The US credit market has entered 2026 with a level of momentum unseen in nearly a decade, as a powerful combination of multi-billion dollar mergers and a resurgence in leveraged buyouts (LBOs) drives...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Kimberly-Clark's Mega-Bid for Kenvue: A $48.7 Billion Consumer Staples Shakeup
January 28, 2026
In a move that signals a seismic shift within the consumer staples landscape, Kimberly-Clark (NYSE:KMB) is on the precipice of finalizing its $48.7 billion acquisition of Kenvue (NYSE:KVUE). This...
Via
MarketMinute
Topics
Economy
Federal Reserve Signals "Strategic Plateau": Rates Held Steady Amidst Sticky Inflation and AI-Driven Growth
January 28, 2026
In a widely anticipated move that underscores the complexity of the current economic landscape, the Federal Reserve’s Federal Open Market Committee (FOMC) voted today, January 28, 2026, to maintain the...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Government
S&P 500 Shatters Historic 7,000 Milestone as AI Supercycle and Fiscal Stimulus Fuel New Market Era
January 28, 2026
Wall Street reached a monumental psychological and financial peak on Wednesday as the S&P 500 index briefly eclipsed and then closed near the 7,000-point mark for the first time in history. This...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
CVNA Shares In Spotlight After Gotham City Research Highlights Red Flags — What Does The Street Think?
↗
January 28, 2026
Gotham City said in its report that Carvana’s earnings are overstated by over $1 billion and is “far more dependent” on its related parties, DriveTime and Bridgecrest, than disclosed.
Via
Stocktwits
Topics
Artificial Intelligence
Audax Group Reviews $1.5 Billion Sale Of BlueCat Networks
↗
January 28, 2026
Private equity firm Audax Group is in talks with JP Morgan to sell software company BlueCat Networks for $1.5 billion.
Via
Benzinga
SoFi’s Maturation Rally: Deep-Diving the 12% Gain and the Future of the Fintech Super-App
January 28, 2026
Today’s Date: January 28, 2026 Introduction In the final week of January 2026, the financial markets have recalibrated their expectations for the fintech sector, and no company sits more squarely in...
Via
Finterra
Topics
Artificial Intelligence
Credit Cards
Earnings
The Liquid-Cooled Titan: A Deep Dive into Super Micro Computer’s (SMCI) 2026 Recovery and AI Dominance
January 28, 2026
As of January 28, 2026, the technology landscape remains dominated by the relentless expansion of Artificial Intelligence (AI) infrastructure. At the heart of this hardware-driven revolution stands...
Via
Finterra
Topics
Artificial Intelligence
Economy
Regulatory Compliance
ADP’s Fiscal 2026 Resurgence: Inside the ‘Sleepy Giant’s’ 11% EPS Growth and Tech Pivot
January 28, 2026
In the complex machinery of the global economy, few companies are as foundational yet understated as Automatic Data Processing, Inc. (NASDAQ: ADP). As of today, January 28, 2026, ADP has once again...
Via
Finterra
Topics
Artificial Intelligence
Economy
Retirement
Reclaiming the Third Place: A Deep Dive into Starbucks’ 2026 Turnaround
January 28, 2026
The following research feature analyzes Starbucks Corporation (NASDAQ: SBUX) as of January 28, 2026, following the release of its first-quarter fiscal 2026 results. Introduction On this Tuesday,...
Via
Finterra
Topics
Climate Change
Economy
World Trade
Morgan Stanley Crushes Estimates as Investment Banking "Renaissance" and Wealth Machine Drive Blowout Earnings
January 28, 2026
In a definitive signal that the "M&A winter" has finally thawed, Morgan Stanley (NYSE: MS) delivered a staggering fourth-quarter and full-year 2025 earnings report this month, far exceeding Wall...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Initial Public Offering
The Frictionless Engine: A Deep Dive into Synchrony Financial (SYF) in 2026
January 28, 2026
Date: January 28, 2026 Introduction In the high-stakes world of consumer credit, few names command as much quiet authority as Synchrony Financial (NYSE: SYF). As the largest provider of private-label...
Via
Finterra
Topics
Artificial Intelligence
Credit Cards
Economy
Capital One Solidifies B2B Dominance with $5.15 Billion Acquisition of Fintech Giant Brex
January 28, 2026
In a move that signals a tectonic shift in the financial services landscape, Capital One Financial Corp. (NYSE:COF) announced on January 22, 2026, that it has entered into a definitive agreement to...
Via
MarketMinute
Topics
Artificial Intelligence
Credit Cards
American Consumer Sentiment Hits Decade Low as Washington Turmoil and Inflation Bite
January 28, 2026
American consumer confidence plummeted in January 2026, reaching its lowest level in over a decade as the combined weight of political instability in Washington and persistent inflationary pressures...
Via
MarketMinute
Topics
Economy
World Trade
PACCAR Inc (PCAR): A Century of Profitability Meets the Autonomous Frontier
January 28, 2026
As of January 28, 2026, PACCAR Inc (NASDAQ: PCAR) stands at a pivotal crossroads between industrial tradition and a high-tech future. For over a century, the Bellevue-based manufacturer has been the...
Via
Finterra
Topics
Earnings
Emissions
Energy
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