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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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Back Dated Performance Reports
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TAV Program
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Event Schedule
Total Asset Fund (TAF sm) Presentation
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Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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(TSX:
BRK
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36.30
-0.64 (-1.73%)
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Updated: 2:03 PM EST, Jan 2, 2026
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Warren Buffett Sells Apple Stock and Buys a Trillion-Dollar AI Stock Up 12,180% Since Its IPO
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December 17, 2025
Warren Buffett's Berkshire Hathaway bought stock in Google-parent Alphabet during the third quarter.
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Initial Public Offering
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Occidental Petroleum is one of Berkshire Hathaway's top holdings for a reason.
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As Warren Buffett Prepares to Step Down as CEO of Berkshire Hathaway, His Parting Message to Investors Couldn't Be Any More Clear
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December 16, 2025
Back in May, Warren Buffett announced that he is stepping down as CEO of Berkshire Hathaway.
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Warren Buffett Is Sending a Clear Warning As 2026 Approaches: 3 Things Investors Should Do
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December 16, 2025
Buffett has more cash on hand than ever before. That's a red flag.
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World's Top 25 Richest Families Added More Wealth Over Past Year Than Musk, Bezos, Ellison, Huang, And Buffett's Gains In 2025: Report
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December 16, 2025
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Where Will American Express Be in 5 Years?
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December 16, 2025
With a total return of 238% in the past five years, this credit card giant has crushed the market.
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3 Warren Buffett Stocks to Buy Hand Over Fist in December
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December 16, 2025
This may be one of the last chances you get to buy a stock you absolutely know is Buffett-approved.
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3 Artificial Intelligence (AI) Stocks Billionaires Can't Stop Buying Ahead of 2026
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December 16, 2025
Wall Street's savviest billionaire money managers have selected their favorite AI stocks for the new year -- and some familiar names made the list.
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The Best Warren Buffett Stocks to Buy With $1,000 Right Now
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December 16, 2025
Investing $1,000 in these three stocks in Berkshire Hathaway's portfolio could pay off handsomely for long-term investors.
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JPMorgan Chase Is Spending Big on Growth. Here's What Investors Need to Know Heading Into 2026.
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December 15, 2025
The largest bank in the U.S. made news when it announced its spending plans for next year.
Via
The Motley Fool
Topics
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Credit Cards
Warren Buffett Has Repeated His Warning to Wall Street for 12 Quarters. Now, as 2026 Approaches, Is It Time to Listen?
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December 15, 2025
Buffett has made the same move over and over for the past few years.
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Topics
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A New Leadership Group Is Emerging at Berkshire Hathaway. Here Are Some Changes That Could Be in Store for Warren Buffett's Massive Holding Company.
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December 15, 2025
It's beginning to look like Berkshire Hathaway may do some things differently once Warren Buffett retires.
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As 2026 Gets Closer, Warren Buffett's Warning Is Ringing Loud and Clear. Here Are 3 Things Investors Should Do.
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December 15, 2025
Investors should be prepared for all kinds of scenarios.
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Todd Combs, Key Investment Manager, Just Left Berkshire Hathaway for JPMorgan Chase. Does the Shakeup Bode Well For the Stock?
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December 15, 2025
Combs was the CEO of GEICO Insurance and also helped manage 10% of Berkshire's enormous equities portfolio.
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1 Risky ETF to Avoid Buying in December
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December 15, 2025
This ETF isn't a screaming sell, but its risk profile could rise as December moves forward.
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Topics
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Warren Buffett Says Buy This Vanguard Index Fund -- It Could Turn $400 Per Month Into $835,000 With Help From Nvidia, Apple, and Microsoft
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Warren Buffett's recommended investment strategy would have been profitable 100% of the time throughout history.
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Meet the Stock Warren Buffett Has the Utmost Confidence In -- He Was a Buyer for 24 Consecutive Quarters
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December 15, 2025
The Oracle of Omaha has spent close to $78 billion purchasing his favorite stock since July 2018.
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What Is the Best Tech Stock to Hold for the Next 10 Years?
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December 14, 2025
The next decade could look like the past for this unstoppable tech leader.
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Is Berkshire Hathaway Stock a Buy Now?
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December 14, 2025
Berkshire is one of the largest conglomerates in the world.
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What to Watch With Constellation Brands Stock in 2026
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December 14, 2025
The stock could experience the beginning of a surprise recovery.
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World Trade
Want to Start the New Investing Year Off Right? 3 Warren Buffett-Inspired Moves to Make Before 2026
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December 13, 2025
Now is the perfect time to prepare for a new investing year.
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Warren Buffett's Biggest Artificial Intelligence Bets in 2026: 23% of Berkshire Hathaway's $311 Billion Stock Portfolio Is in These 2 AI Stocks
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December 13, 2025
The once tech-adverse investor has indirectly put a substantial amount of capital into the technology of the moment.
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The Best Warren Buffett Stock to Buy With $1,000 Right Now
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December 13, 2025
Warren Buffett is a longtime holder of this high-yield stock, collecting its dependable and growing dividend year after year.
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These 3 Warren Buffett AI Stocks Could Be Big Winners in 2026
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December 13, 2025
The "As" have it. Buffett's top AI stocks -- Alphabet, Amazon, and Apple -- should deliver solid gains next year.
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My Top-10 Portfolio Holdings for 2026
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December 12, 2025
I own about four dozen stocks, but these 10 represent about 44% of my portfolio's value.
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Electric Vehicles
Enough About Berkshire: Is Jamie Dimon Grabbing Todd Combs a Coup for JPMorgan Chase?
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December 12, 2025
Todd Combs is taking a newly created role at the mega-bank, sending Berkshire into a flurry of corporate moves to replace him. We take a closer look at how the move will impact JPMorgan Chase.
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2 Artificial Intelligence (AI) Stocks Billionaire Bill Ackman of Pershing Square Absolutely Wants to Own in 2026
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December 12, 2025
Activist investor Bill Ackman has eyes for two fast-growing industry leaders that expect to rely on AI as a foundational growth tool.
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Buffett's Retirement Sparks Major Shakeup at Berkshire
↗
December 11, 2025
Greg Abel is setting up his executive team and Todd Combs is moving to JPMorgan Chase.
Via
The Motley Fool
Topics
Retirement
Warren Buffett Is Dumping Apple and Bank of America Shares and Buying This Red-Hot AI Stock to End 2025
↗
December 11, 2025
This tech stock checks many of the important boxes that Buffett and his managers often look for.
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Topics
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Where Will Costco Stock Be in 1 Year?
↗
December 11, 2025
Valuation concerns could still stymie a rebound for the discount club operator's shares.
Via
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Topics
World Trade
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