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home
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
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Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
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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
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Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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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
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Arm Holdings plc - American Depositary Shares
(NQ:
ARM
)
111.79
-1.29 (-1.14%)
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 9, 2026
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S&P 500 Hits Fresh Records At 6,100: Strong Earnings, Trump's AI Wager Fuel Bull Run
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January 22, 2025
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↗
January 22, 2025
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SoftBank's Role in $500 Billion Stargate AI Venture Seen as Major Growth Driver, Analyst Says
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January 22, 2025
Trump Administration announced Stargate AI infrastructure joint venture, investing $500 billion over 4 years. SoftBank, Oracle, OpenAI, and Abu Dhabi's MGX involved.
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Nvidia Just Became the World's Most Valuable Company. Is It Too Late to Buy the Stock?
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January 22, 2025
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Chipmakers Rally On AI Stargate Bet, Netflix Soars, Bitcoin Falters As Trump Keeps Quiet On Crypto: What's Driving Markets Wednesday?
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January 22, 2025
Tech stocks enjoyed a surge Wednesday, driven by a sharp rise in semiconductor shares after President Donald Trump, OpenAI's Sam Altman, Oracle Corp.
Via
Benzinga
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Nvidia Stock Rallies As Chipmaker Named To Stargate AI Venture
↗
January 22, 2025
Nvidia stock surged after the chipmaker was named a technology partner for a massive U.S. AI infrastructure project called Stargate.
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S&P 500 Nabs New Record As Tech Roars
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January 22, 2025
Wall Street is solidly higher this afternoon amid a myriad of Wall Street optimism.
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January 22, 2025
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Will SoundHound AI Stock Get A Boost From Project Stargate?
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January 22, 2025
SoundHound AI shares soared on Tuesday as AI-related stocks got a boost after President Donald Trump announced Project Stargate, a massive $500 billion AI infrastructure investment initiative featuring...
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Trump's $500 Billion Stargate AI Plan Puts 3 ETFs In Focus
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January 22, 2025
Trump announced a $500 billion AI infrastructure initiative with tech CEOs, leading to stock gains. AI ETFs like Invesco Top QQQ poised to capitalize.
Via
Benzinga
Topics
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ETFs
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Nvidia and AI Stock Investors Got Amazing News From a Massive AI Infrastructure Investment
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January 22, 2025
Stargate is expected to be a $500 billion AI infrastructure investment.
Via
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Topics
Artificial Intelligence
Stargate Adds Fuel To AI Frenzy, Chinese Stocks Sink On Trump Tariff Talk
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January 22, 2025
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Oracle Stock Surges As Trump Unveils Stargate AI Plan With OpenAI, SoftBank
↗
January 22, 2025
Oracle stock is rallying, along with other AI stocks, following the White House announcement of the Stargate AI infrastructure plan.
Via
Investor's Business Daily
Topics
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Seagate Posts Upbeat Earnings, Joins Netflix, Travelers, Teledyne Technologies And Other Big Stocks Moving Higher On Wednesday
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January 22, 2025
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Benzinga
Tech Stocks Rise After Trump Announces AI Infrastructure Investment
↗
January 22, 2025
Shares of AI-related tech companies are trading higher Wednesday after U.S. President Donald Trump announced a $500 billion AI infrastructure investment called Project Stargate.
Via
Benzinga
Topics
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Government
2 Artificial Intelligence (AI) Stocks I'd Love to Buy on the Next Dip
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Artificial Intelligence
Nvidia, Micron, Arm, Other Chip Stocks Surge As Trump Unveils $500B AI Venture: Retail Excitement Soars
↗
January 22, 2025
While Nvidia and Arm will play a role in designing the computing system, chipmakers like TSMC, Micron, and Intel will likely benefit from the surge in demand for AI chips.
Via
Stocktwits
Topics
Artificial Intelligence
Government
Oracle Stock Surges Pre-Market On Joining $500B Stargate AI Project Announced By Trump: Retail Turns Euphoric
↗
January 22, 2025
OpenAI, Masayoshi Son-led Japanese investment company SoftBank and AI, and advanced technology investor MGX will be the project's initial equity funders.
Via
Stocktwits
Topics
Artificial Intelligence
US Stocks Likely To Open Higher As President Trump Announces $500 Billion AI Project: Oracle, Netflix, Nvidia Among Top Stocks To Watch
↗
January 22, 2025
U.S. stocks could open on a positive note on Wednesday, continuing to rally after Donald Trump's inauguration as the 47th President of the U.S. on Monday.
Via
Benzinga
Topics
Artificial Intelligence
Government
Elon Musk Says Project Stargate Doesn't 'Actually Have The Money' After Trump Announces $500 Billion AI Investment Led By SoftBank, Oracle And OpenAI
↗
January 22, 2025
Via
Benzinga
Topics
Artificial Intelligence
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Oracle's Larry Ellison Says Cancer Vaccine Tailored In 48 Hours Could Soon Be A Reality As Trump Announces $500 Billion AI Investment
↗
January 21, 2025
Larry Ellison unveiled plans for an AI-driven cancer vaccine system that could deliver personalized treatments within 48 hours.
Via
Benzinga
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Nvidia, AI Stocks Rise As Trump Announces $500 Billion Stargate AI Infrastructure Venture
↗
January 21, 2025
Shares of NVIDIA Corporation (NASDAQ: NVDA) and other AI stocks such as Dell Technologies Inc. (NYSE: DELL), Oracle Corporation (NYSE: ORCL) and Arm Holdings plc (NASDAQ: ARM) are trading higher...
Via
Benzinga
Topics
Artificial Intelligence
Government
Nvidia Stock Treading Water Ahead Of These Risks, Potential Catalysts
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January 21, 2025
Nvidia stock has been trending sideways as investors debate uncertainties ranging from AI chip demand to Trump administration moves.
Via
Investor's Business Daily
Topics
Artificial Intelligence
Government
Momentum Is Building for Qualcomm to Have a Strong Run in 2025
January 20, 2025
With some key issues reduced in importance, shares of Qualcomm are gaining steam to have strong performance in the new year.
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Prediction: 2 Stocks That Will Be Worth More Than AMD 5 Years From Now
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Motley Fool Co-Founder David Gardner Helps Set Investors Up for Long-Term Success
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January 17, 2025
"In the end, we're going to make money as investors by finding real things that add real value to the world."
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AI Chip Stocks Gain Momentum On Taiwan Semiconductor Performance; Biden's Semiconductor Sanctions Kick In
↗
January 16, 2025
AI chip stocks rally on news of Taiwan Semiconductor's upbeat quarterly report and new US regulations on chip exports to China, impacting companies like Nvidia and Apple.
Via
Benzinga
Topics
Artificial Intelligence
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