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home
about us
Investment Approach
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Market Analysis Summary
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Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
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
MARKET RESEARCH
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Wells Fargo
(NY:
WFC
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79.61
+1.33 (+1.70%)
Official Closing Price
Updated: 4:10 PM EDT, Mar 24, 2026
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Big Bank Kickoff: JPMorgan and BofA Signal Economic Resilience as 2026 Outlook Emerges
March 09, 2026
The kickoff of the 2026 Big Bank earnings season in mid-January provided a critical litmus test for the health of the U.S. financial system, revealing a sector that remains remarkably resilient despite...
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QURE Jumps 20% – Analysts Upgrade Stock On Huntington’s Disease Therapy Update, Retail Eyes $150
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Samsara Inc. (IOT): The Digital Backbone of the Physical World – 2026 Research Feature
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Wells Fargo Unusual Options Activity For March 06
↗
March 06, 2026
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The Snowflake Paradox: Why a 'Beat and Raise' Led to a Market Meltdown
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Diverging Destinies: Big Banks Face a High-Stakes Q1 2026 as the 'Goldilocks' Era Fades
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The Walls Come Down: Google Finalizes Landmark Epic Settlement, Reshaping the $100 Billion App Economy
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The Digital Backbone: A Deep-Dive Into Dycom Industries (DY) and the Fiber Infrastructure Boom
March 06, 2026
As of March 6, 2026, the industrial and telecommunications sectors are witnessing a historic transformation, and few companies embody this shift more than Dycom Industries (NYSE: DY). While many...
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Wells Fargo Announces 2027 Earnings Release Date Information
March 06, 2026
From
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March 05, 2026
Since September 2025, Wells Fargo has been in a holding pattern, posting a small return of 4.1% while floating around $82.37. Is there a buying opportunity i...
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The Great Pivot: Why Analysts See Q4 2026 as the Definitive Turning Point for Energy Transfer
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As of March 5, 2026, the North American midstream sector is watching a transformation unfold within one of its largest players. After years of aggressive acquisitions and a complex dance with...
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Morgan Stanley Signals New Era of 'Efficiency' with 3% Workforce Reduction Amidst Record Profits
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Target’s 2026 "Fiddelke Roadmap": A $2 Billion Bet on Margin Recovery and Merchandising Authority
March 05, 2026
In a decisive move to reclaim its position as the premier "cheap-chic" destination for American consumers, Target Corporation (NYSE: TGT) unveiled its comprehensive 2026 strategic roadmap during its...
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Costco Crosses $1,000 Milestone as Fiscal Q2 Earnings Solidify Retail Dominance Amid 50x Valuation Debate
March 05, 2026
In a landmark moment for the retail sector, Costco Wholesale Corporation (NASDAQ:COST) reported its fiscal second-quarter 2026 earnings today, March 5, 2026, officially cementing its status as the...
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Wells Fargo 2018 Federal Reserve Consent Order Terminated
March 05, 2026
From
Wells Fargo & Company
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Business Wire
Eric Trump Blasts JPMorgan, Bank of America, Wells Fargo Over Push To Restrict Stablecoin Rewards To Protect ‘Low Rate Monopoly’
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March 05, 2026
Eric Trump said the big U.S. banks like JPMorgan Chase and Bank of America were acting “anti-retail, anti-consumer and straight-up anti-American” in their efforts to ban stablecoin rewards.
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Eric Trump Says JPMorgan, Wells Fargo And Bank of America Trying To Block Americans From Getting Higher Yields On Savings By Sabotaging Clarity Act
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March 04, 2026
Eric Trump, co-founder of the World Liberty Financial platform, stepped up his attack on U.S. banking giants on Wednesday, March 4, accusing them of "desperately targeting" the cryptocurrency...
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Why Plug Power Stock Keeps Going Up
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March 04, 2026
Plug Power didn't lose as much money as it was supposed to last quarter. Hurray?
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March 04, 2026
Wells Fargo upgraded Qualcomm due to its data center strategy.
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Vanda Now Looks To Public Hearing For Hetlioz In Jet Lag Disorder After Multiple FDA Rejections
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March 03, 2026
According to Vanda, the FDA has not granted such a hearing in the context of drug approvals for potentially over 40 years.
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AutoZone Shares Dive Post-Earnings But Wells Fargo Sees A Buying Opportunity
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March 03, 2026
The automotive parts retailer reported Q2 net sales of $4.27 billion, below a Wall Street estimate of about $4.31 billion, according to data from Fiscal AI.
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Trex Fortifies Market Position with $100 Million Share Buyback Amid Looming Leadership Transition
March 03, 2026
In a bold demonstration of balance sheet strength and long-term optimism, Trex Company, Inc. (NYSE: TREX) announced today, March 3, 2026, that it has entered into a $100 million accelerated share...
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Why KLA Corporation (KLAC) Shares Are Trading Lower Today
March 03, 2026
What Happened? Shares of semiconductor manufacturing equipment maker KLA Corporation (NASDAQ:KLAC) fell 5.1% in the afternoon session after a broad sell-off ...
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Financial Stocks Are Getting Crushed. Consider Buying This Low-Cost Vanguard ETF.
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March 03, 2026
This ETF provides a simple way to invest in a basket of hundreds of financial stocks.
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Got $200? 1 Artificial Intelligence (AI) Stock to Buy and Hold for the Long Term
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March 03, 2026
This AI stock is trading down 43% in 2026, but it has massive upside.
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Energy Standalone: Geopolitical Shocks Drive XOM and OXY Higher as Markets Recede
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On March 2, 2026, the global financial landscape witnessed a stark divergence as the energy sector emerged as the sole survivor in an otherwise bruising day for equity markets. While the S&P 500 and...
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Leonardo DRS (DRS) Stock Trades Up, Here Is Why
March 02, 2026
Shares of aerospace and defense company Leonardo DRS (NASDAQ:DRS) jumped 4.7% in the afternoon session after its parent company, Leonardo, secured a £1 billion contract from the UK's Ministry of...
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The Eye of the Storm: Treasury Yields Coil as Markets Await Fed’s High-Stakes Verdict
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As of February 27, 2026, the U.S. Treasury market has entered a period of deceptive calm, with yields holding steady in a tight range as traders catch their breath following a month of volatile...
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