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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
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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Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly 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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly 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
Bond Fund Seminar
RSVP-Signup Form
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Alphabet-A
(NQ:
GOOGL
)
385.69
+0.89 (+0.23%)
Streaming Delayed Price
Updated: 4:00 PM EDT, May 1, 2026
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The $180 Billion Gambit: How Alphabet is Leveraging Tax Incentives to Win the AI Infrastructure Race
April 03, 2026
In a move that has redefined the scale of corporate investment, Alphabet Inc. (NASDAQ: GOOGL) has unveiled a staggering $175 billion to $185 billion capital expenditure plan for the 2026 fiscal year....
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Energy
The $100 Billion Tax Shield: How Amazon is Rewriting the AI Playbook
April 03, 2026
In a move that has sent shockwaves through both Silicon Valley and Wall Street, Amazon.com, Inc. (NASDAQ:AMZN) has officially activated a massive $100 billion capital expenditure plan dedicated to its...
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
The Rubin Era Begins: NVIDIA’s $23 Billion Momentum Cementing its Status as the S&P 500’s Powerhouse
April 03, 2026
As of April 3, 2026, NVIDIA (NASDAQ: NVDA) has officially transcended its role as a mere semiconductor manufacturer to become the definitive engine of the global financial markets. Following a year...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
The 'One Big Beautiful' Boom: How OBBBA’s Tax Incentives Are Fueling a $700 Billion AI Arms Race
April 03, 2026
As of April 3, 2026, the financial markets are grappling with a paradigm shift in corporate spending, triggered by the "One Big Beautiful Bill" (OBBBA). This landmark tax package, signed into law on...
Via
MarketMinute
Topics
Artificial Intelligence
Supply Chain
The $1.2 Trillion AI Land Grab: Q1 2026 M&A Smashes Records as Corporate Giants Pivot to Aggressive Expansion
April 03, 2026
The first quarter of 2026 has officially redefined the landscape of corporate finance, with global mergers and acquisitions (M&A) activity surging to a staggering $1.22 trillion. This 30%...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Energy
Why Micron Stock Slumped 18% in March
↗
April 03, 2026
Recent AI developments could significantly reduce demand for the company's memory chips.
Via
The Motley Fool
Topics
Artificial Intelligence
Beyond the Blackwell Peak: Nvidia Faces the "ROI Reckoning" of 2026
April 03, 2026
As of April 3, 2026, NVIDIA (NASDAQ: NVDA) remains the undisputed titan of the artificial intelligence era, yet the air is thinning at the summit. Following three consecutive years of unprecedented...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
The Price of Success: Why Micron is Sliding Despite Record-Breaking AI Earnings
April 03, 2026
As of early April 2026, the semiconductor landscape is grappling with a jarring paradox: record-shattering financial performance met with a cooling market sentiment. Micron Technology (NASDAQ: MU)...
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
Oracle’s AI-Fueled Resilience: Why Cloud Growth is Shielding the Tech Giant from Market Turmoil
April 03, 2026
In a global financial landscape currently defined by inflationary pressures and supply chain fractures, Oracle Corporation (NYSE: ORCL) has emerged as an unexpected beacon of stability. The company's...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Workforce
Microsoft Fortifies Global AI Dominance with Landmark $10 Billion Investment in Japan’s Digital Infrastructure
April 03, 2026
In a move that signals a massive acceleration of the global artificial intelligence arms race, Microsoft (NASDAQ: MSFT) has announced a staggering $10 billion investment in Japan’s AI and cloud...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
AI Supercycle Propels Q1 2026 M&A to Record $1.2 Trillion Amid Geopolitical Storms
April 03, 2026
The global mergers and acquisitions (M&A) market has shattered expectations in the first quarter of 2026, with total deal volume surging to a staggering $1.22 trillion. This figure represents a nearly...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Intellectual Property
Is Microsoft the Next Alphabet?
↗
April 03, 2026
Alphabet's 2025 comeback was epic.
Via
The Motley Fool
Topics
Artificial Intelligence
Law Enforcement
Why I Wouldn't Touch Roku Stock Right Now
↗
April 03, 2026
The streaming platform is finally generating positive free cash flow, but its valuation ignores a brutal competitive reality.
Via
The Motley Fool
Memory Chip Sell-Off: AI "Efficiency Shock" and Market Breadth Woes Rattle Semi Giants
April 03, 2026
SILICON VALLEY – The high-flying semiconductor sector faced a stark reality check this week as a sudden wave of volatility wiped billions in market value from leading memory chip makers. On April 2,...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
AI Infrastructure Gold Rush: Broadcom’s Blockbuster Earnings Signal a New Era for Semiconductors
April 03, 2026
SAN JOSE, CA – In a week that has redefined market expectations for the high-tech sector, Broadcom Inc. (NASDAQ: AVGO) has delivered a fiscal first-quarter 2026 performance that many analysts are...
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
Beyond Earth: SpaceX Files Confidential IPO Targeting Record $1.75 Trillion Valuation
April 03, 2026
CAPE CANAVERAL, FL — In a move that has sent shockwaves through global capital markets, SpaceX has officially submitted a confidential draft registration with the Securities and Exchange Commission...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Initial Public Offering
Arm Holdings Deep Dive: The Architect of the AI Revolution
April 03, 2026
As of April 3, 2026, the global semiconductor landscape is no longer a battle of mere hardware, but a war over the architecture of intelligence. At the epicenter of this shift is Arm Holdings plc...
Via
Finterra
Topics
Artificial Intelligence
Economy
Initial Public Offering
Broadcom Inc. (AVGO): The Architect of the AI and Cloud Infrastructure Era
April 03, 2026
Date: April 3, 2026 Introduction As of April 2026, few companies hold as much influence over the plumbing of the digital world as Broadcom Inc. (NASDAQ: AVGO). Often described as the "quiet giant" of...
Via
Finterra
Topics
Artificial Intelligence
Economy
Supply Chain
The Backbone of the Intelligence Revolution: A Deep Dive into NextEra Energy (NEE)
April 03, 2026
As of April 3, 2026, NextEra Energy, Inc. (NYSE: NEE) stands at the epicenter of a global energy paradigm shift. Once viewed primarily as a stable, dividend-paying utility, the company has transformed...
Via
Finterra
Topics
Artificial Intelligence
Economy
Electric Vehicles
Oracle (ORCL): The AI Infrastructure Landlord of 2026
April 03, 2026
The transformation of Oracle Corporation (NYSE: ORCL) from a legacy database provider into a modern cloud powerhouse is one of the most significant narratives in the technology sector today. As of...
Via
Finterra
Topics
Artificial Intelligence
Google Rival DuckDuckGo Roasts Jeff Bezos' Tall Beverly Hills Fence And Mark Zuckerberg's Multi-Million Dollar Property Spree
↗
April 03, 2026
This week, DuckDuckGo criticized Jeff Bezos and Mark Zuckerberg for spending millions on personal privacy measures.
Via
Benzinga
Could Investing $10,000 in Figma Make You a Millionaire?
↗
April 03, 2026
Nothing is ever impossible, but plenty of things are very unlikely.
Via
The Motley Fool
Topics
Intellectual Property
Google's Newest AI Development Could Produce a Surprising Winner
↗
April 03, 2026
Google's new algorithm could eliminate the biggest bottleneck in AI right now.
Via
The Motley Fool
Topics
Artificial Intelligence
Why Meta Platforms Fell in March
↗
April 03, 2026
Meta lost two high-profile court cases that could point to future risks.
Via
The Motley Fool
Topics
Artificial Intelligence
Lawsuit
Alphabet vs. Microsoft: The Better Growth Stock to Buy During the Great Rotation
↗
April 03, 2026
Don't write off megacap tech stocks just yet.
Via
The Motley Fool
Topics
Artificial Intelligence
The SpaceX IPO Is Generating Massive Hype. Here's What Investors Need to Know Before Musk's Latest Project Goes Public.
↗
April 03, 2026
Elon Musk's SpaceX is reportedly gearing up for potentially the largest IPO in history.
Via
The Motley Fool
Topics
Initial Public Offering
Hock Tan Says Google Executive Amie Thuener Will 'Bring Deep Experience' To Broadcom As New CFO Amid $100 Billion AI Chip Revenue Push
↗
April 02, 2026
Broadcom has appointed an Alphabet executive as CFO to lead its financial strategy amid a push toward $100 billion in AI chip revenue.
Via
Benzinga
Topics
Artificial Intelligence
Great News for Alphabet Stock Investors
↗
April 02, 2026
Alphabet is hoping this new segment will soon contribute to the bottom line.
Via
The Motley Fool
Two Blue Chip Stocks I'd Buy Into This Week's Weakness Without Hesitation
↗
April 02, 2026
With the market down, many blue chip stocks are trading at a nice discount, Apple and Coca-Cola are two of the best opportunities.
Via
The Motley Fool
Topics
Artificial Intelligence
Got $1,000? 3 Unstoppable Tech Stocks to Buy and Hold Forever.
↗
April 02, 2026
All three of these companies will stand the test of time.
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Supply Chain
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