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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
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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
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Back Dated Performance Reports
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TAV Program
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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
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 Market (TAM sm) Presentation
TAF
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
Tax-Free Income Seminar
Bond Fund Seminar
RSVP-Signup Form
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Vanguard Morningstar Total Stock Market ETF
(NY:
VTI
)
378.24
+1.66 (+0.44%)
Official Closing Price
Updated: 8:00 PM EDT, Aug 21, 2026
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Why Reddit Is Needham’s ‘Top Pick’ For 2026 After A 40% Surge
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This ETF is a powerful investment, especially during periods of market volatility.
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5 Vanguard ETFs to Buy and Hold for the Next Generation
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Nvidia Blackwell Chips Reach China’s Tencent Via Japanese Cloud Service: Report
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December 19, 2025
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Oracle’s AI Expansion Hits Snag As Key Investor Pulls Back: Report
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Micron Stock In Spotlight As Investors Expect Strong Memory Market To Boost Earnings: 'AI Memory Demand Isn't Fading'
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Mangoceuticals Announces Solana-Focused $100M Digital Asset Treasury, Sees ‘Compelling, Non-Dilutive Returns’
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Nvidia’s Gains Cut Nearly In Half From Year’s Peak: Time To Buy The Dip?
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December 19, 2025
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Micron Just Proved the AI Boom Isn’t Over — And Exposed What Oracle, Broadcom Got Wrong
↗
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AI-driven memory demand pushed Micron’s revenue and margins sharply higher, giving it clearer growth visibility and stronger profitability than Oracle and Broadcom after earnings.
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Tesla Hits All-Time High On Robotaxi Optimism As Wall Street Sees Path To $3T Valuation — Europe Battery Plans Add Tailwind
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3 Ultra-Safe Vanguard ETFs to Buy, Even if There's a Stock Market Sell-Off in 2026
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1 Vanguard ETF I'm Buying in 2026 and Holding Forever
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If you're considering just one Vanguard ETF to buy and hold forever, this total market fund might be the best choice.
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Detroit Strikes Back: How Ford And GM Stocks Quietly Beat Tesla And Rivian This Year
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December 16, 2025
Legacy automakers GM and Ford have regained investor favor as EV demand cools, fundamentals strengthen, and Tesla’s momentum moderates amid valuation and affordability concerns.
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Global Smartphone Shipments To Dip In 2026, Says Counterpoint Research – Here’s How Manufacturers Are Rethinking Strategies
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December 16, 2025
The market research firm said global smartphone shipments are now expected to decline by roughly 2.1% in 2026.
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Two Firms Recently Upped Their Price Targets On Micron Stock By Over 36% – What's Driving The Optimism?
↗
December 15, 2025
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December 15, 2025
The Nemotron 3 family includes Nano, Super, and Ultra models, each tailored to different levels of complexity and scale.
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AI Play SoundHound Tumbles 41% In 2025 As Heavy Short Interest Builds: Is Retail Investor Patience Wearing Thin?
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December 15, 2025
Despite pressured fundamentals, SoundHound retains strong retail support, while analysts are optimistic about its long-term conversational AI opportunity.
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AST SpaceMobile’s Extraordinary Year Didn’t Come Easy — The Next Satellite Launch May Decide Whether This Rally Has Real Legs
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December 15, 2025
ASTS stock surged to record highs despite delays, losses, and bloated valuation, as retail optimism clashes with analyst caution ahead of the crucial BlueBird 6 launch.
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For Rivian, 2025 Is A Comeback Year — But Can Its Stock Continue To Outrun Tesla With Big AI Bets?
↗
December 15, 2025
Rivian’s stock rebound is driven by faster delivery growth, expanding software revenue, and AI-led autonomy ambitions, though profitability, liquidity, and mass-market launches remain key risks.
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3 Surefire Vanguard ETFs to Buy and Hold in 2026
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December 14, 2025
These ETFs are powerful wealth-building machines.
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Topics
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