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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
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Quarterly Performance Reports
Market Value Securities (MVS)
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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TAV Program
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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
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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
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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Stock Market Today, Feb. 20: Alphabet Jumps as Gemini Rollout Bolsters $185B AI Buildout
↗
February 20, 2026
Alphabet rose after rolling out its Gemini AI model to enterprise customers and announcing a new Asia commerce partnership. The move suggests investors are growing more confident that AI-driven growth...
Via
The Motley Fool
Topics
Artificial Intelligence
Initial Public Offering
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Outscraper Introduces Advanced Google Maps Scraper for Scalable Location Data Collection
February 20, 2026
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3 Good Reasons to Buy Google Right Now
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February 20, 2026
GOOG stock has been down, but it has potential for long-term growth. Its AI offerings are improving, business is growing, and management is ambitious.
Via
Benzinga
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Meet the AI Stock That Could Be Worth $6 Trillion by 2030
↗
February 20, 2026
Alphabet has what it takes to reach this milestone.
Via
The Motley Fool
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Alphabet (GOOGL) Stock Trades Up, Here Is Why
February 20, 2026
Shares of online advertising giant Alphabet (NASDAQ:GOOGL) jumped 4.5% in the afternoon session after the company rolled out its Gemini 3.1 Pro model and announced a new AI partnership with Sea Ltd.
Via
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Better Artificial Intelligence Stock: Alphabet vs. Amazon
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February 20, 2026
Both companies are spending heavily on AI this year.
Via
The Motley Fool
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Artificial Intelligence
These S&P500 stocks are moving in today's session
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February 20, 2026
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Chartmill
Google Maps Now Outranking Websites for Local Services, Warns UK SEO Specialist
February 20, 2026
Via
AB Newswire
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Artificial Intelligence
The Great Convergence: How the 'S&P 493' Reclaimed Market Leadership from the Tech Titans
February 20, 2026
For over two years, the story of the American stock market was a tale of two economies: the "Magnificent Seven" tech giants sprinting ahead on the fumes of artificial intelligence hype, and the...
Via
MarketMinute
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Artificial Intelligence
ETFs
Economy
The 7,000 Tug-of-War: S&P 500 Hits Historic Milestone Amid AI Euphoria and Macroeconomic Friction
February 20, 2026
The S&P 500 (^GSPC) briefly crossed the psychological and technical threshold of 7,000 in early February 2026, a momentous occasion that underscored the market's relentless drive toward an artificial...
Via
MarketMinute
Topics
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Bonds
Economy
Nvidia Earnings Preview: Blackwell Demand 'Off the Charts' as the AI Bellwether Prepares to Report
February 20, 2026
As the global financial markets sharpen their focus on February 25, 2026, all eyes are locked on Nvidia Corporation (NASDAQ:NVDA). The semiconductor titan is set to release its fourth-quarter fiscal...
Via
MarketMinute
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Economy
World Trade
Explore the S&P500 index on Friday and find out which stocks are the most active in today's session.
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February 20, 2026
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Google Expands Financing Efforts To Boost AI Chip Sales In Bid To Rival Nvidia: Report
↗
February 20, 2026
According to a report from the Wall Street Journal, which cited people familiar with the matter, Google has amped up financial support to many of its data-center partners that provide computing power...
Via
Stocktwits
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Artificial Intelligence
Explore the top gainers and losers within the S&P500 index in today's session.
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February 20, 2026
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How This AI Stock Went From Lost Cause to Leading Force
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February 20, 2026
This turnaround is one of the biggest in stock market history.
Via
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Artificial Intelligence
Safe Havens in a Storm: Investors Pivot to Defensives as Tech Volatility Roils Markets
February 20, 2026
As of February 20, 2026, a profound shift is reshaping the landscape of Wall Street. The high-flying technology sector, which carried the broader markets through much of 2024 and 2025, has hit a...
Via
MarketMinute
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San Francisco Fed’s Mary Daly Signals Policy Stability as AI Productivity Gains Move "Under the Hood"
February 20, 2026
As the Federal Reserve navigates the complex intersection of cooling inflation and a tech-driven productivity surge, San Francisco Fed President Mary Daly has signaled that the central bank is...
Via
MarketMinute
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AI Dominance Drives Meta to New Heights: 8% Rally Signals 'Epoch of Execution' in Digital Advertising
February 20, 2026
Meta Platforms (NASDAQ:META) has once again silenced the skeptics of the "AI-at-all-costs" era, sending its stock soaring 8.1% in a single trading session following a blockbuster fourth-quarter...
Via
MarketMinute
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The $37 Billion Question: Azure’s Growth Slowdown Sparks Investor Reckoning Over AI ROI
February 20, 2026
REDMOND, WA — In a market that has spent the last three years intoxicated by the promise of generative artificial intelligence, a sobering reality check arrived this week for Microsoft Corp....
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
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U.S. Labor Market Defies Gravity: Jobless Claims Plunge to 206,000, Shaking Fed Rate Cut Hopes
February 20, 2026
The U.S. labor market continues to exhibit a startling resilience that is complicating the Federal Reserve’s path toward monetary easing. New data released on February 19, 2026, revealed that initial...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
The Apple Weight: How a $3.9 Trillion Giant is Navigating the 2026 AI Valuation Reset
February 20, 2026
As of February 20, 2026, the financial markets are grappling with a "S&P 500 Paradox" that has seen the headline index stall even as the vast majority of its constituents rally. At the center of this...
Via
MarketMinute
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Artificial Intelligence
Economy
Retirement
Paul Tudor Jones Is Betting Big on Google Stock. Should You?
February 20, 2026
Paul Tudor has bought a fresh position on tech giant Google and more.
Via
Barchart.com
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The Architect of the Intelligence Age: A Comprehensive Research Deep-Dive into NVIDIA (NVDA)
February 20, 2026
Published: February 20, 2026 Introduction As of February 2026, NVIDIA Corporation (NASDAQ: NVDA) stands not just as a semiconductor company, but as the foundational architect of the global artificial...
Via
Finterra
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Artificial Intelligence
Economy
The RenAIssance of Retail: A Deep Dive into Shopify (SHOP) in 2026
February 20, 2026
As of February 20, 2026, Shopify Inc. (NYSE: SHOP; TSX: SHOP) stands as the undisputed backbone of the global independent e-commerce ecosystem. Once viewed primarily as a tool for small businesses to...
Via
Finterra
Topics
Artificial Intelligence
World Trade
Prediction: 2 Stocks That Should Be Worth More Than Nvidia 10 Years From Now
↗
February 20, 2026
Looking for the "next" giant, not the current one? These two picks could be bigger than Nvidia in 10 years, especially if the chip giant's growth rates cool down.
Via
The Motley Fool
Topics
Artificial Intelligence
Wedbush Outlines 10 Catalysts It Says Could Reignite Tech And AI Rally With Nvidia, Apple, And Microsoft In Focus
↗
February 20, 2026
The analysts said investor anxiety has overtaken the narrative around AI, creating a disconnect between fundamentals and sentiment.
Via
Stocktwits
Topics
Artificial Intelligence
Economy
Government
Billionaire Philippe Laffont Sells Nvidia Stock and Buys a Stock-Split Stock Up 20,000% in 20 Years
↗
February 20, 2026
Philippe Laffont, a hedge fund manager with an excellent track record, sold Nvidia and bought Netflix in the fourth quarter.
Via
The Motley Fool
Topics
Artificial Intelligence
Zillow Brings Home-Buying Help To Google's NotebookLM
↗
February 20, 2026
Zillow Group, Inc. (NASDAQ: Z) partners with Alphabet Inc.'s Google to enhance home-buying guidance through AI.
Via
Benzinga
3 Predictions for Broadcom in 2026
↗
February 20, 2026
Broadcom is one of the top AI infrastructure stocks right now.
Via
The Motley Fool
Topics
Artificial Intelligence
Billionaire Stanley Druckenmiller Dumped 4 of the Hottest AI Stocks and Nearly Quadrupled His Fund's Stake in Another Trillion-Dollar Company
↗
February 20, 2026
One "magnificent" company looks to be the new apple of Druckenmiller's eye in the artificial intelligence (AI) arena.
Via
The Motley Fool
Topics
Artificial Intelligence
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