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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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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Sample Portfolio
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
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
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
MARKET RESEARCH
Featured Quarterly Newsletter
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Alphabet-A
(NQ:
GOOGL
)
369.35
+9.67 (+2.69%)
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Updated: 4:00 PM EDT, Jun 15, 2026
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Google Stock Could Rally as the Company Builds OpenClaw Competitor Remy. How to Play GOOGL Here.
May 09, 2026
As Alphabet races to build its Remy AI agent to rival OpenClaw, can this unlock a powerful new growth catalyst for the stock?
Via
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Bullish on Robotaxis? This Is the Stock To Buy (Hint: It's Not Tesla or Alphabet)
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May 09, 2026
Robotaxis have long been "around the corner," but they're finally gaining steam.
Via
The Motley Fool
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Artificial Intelligence
Electric Vehicles
Alphabet, Microsoft, Amazon, and Meta Platforms Just Reported Earnings. Which Is the Best Buy?
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May 09, 2026
The AI hyperscalers are all delivering solid results.
Via
The Motley Fool
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Artificial Intelligence
This Trillion-Dollar Behemoth Is a Backdoor Way to Invest in SpaceX. But It's an Even Better Investment by Itself.
↗
May 09, 2026
Alphabet owns a significant chunk of SpaceX.
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Initial Public Offering
Prediction: Amazon Will Outperform the S&P 500
↗
May 09, 2026
Amazon looks poised to outperform the S&P 500 in 2026.
Via
The Motley Fool
Topics
Artificial Intelligence
Stocks
Top Google Ad Company in Chennai – Grow Your Business with 4M Digital Marketing
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May 09, 2026
Via
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Why Vanguard's Flagship Tech ETF Might Not Be a Good Investment if You're Interested in AI Stocks
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May 09, 2026
It's missing some key components.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Can You Invest in Anthropic Pre-IPO? Everything You Need to Know.
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May 08, 2026
It is possible -- but you have to know where to look.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Is It Finally Time to Buy Uber Stock?
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May 08, 2026
The ride-hailing giant just posted an exceptional first quarter, reigniting the bull case.
Via
The Motley Fool
Topics
Earnings
Why Is Everyone Talking About Alphabet Stock Right Now?
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May 08, 2026
Alphabet was one of the best-performing big tech stocks in April.
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The Motley Fool
2 Stocks With Monster Potential to Hold Through the Next Decade of Chaos
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May 08, 2026
The world's getting more chaotic by the day, but these stocks should add some much-appreciated peace to your portfolio.
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Google Visibility Checker Released by Phil Carrick for UK Businesses
May 08, 2026
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Want SpaceX Stock Before the IPO? These 3 Plays Give You a Back Door In.
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May 08, 2026
These companies have what investors want.
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Kitchen Remodeling SEO LLC Addresses Google's New Online Estimates Filter Impacting Contractors
May 08, 2026
Digital marketing agency for kitchen and bath remodeling companies as well as online cabinet builders and resllers. We offer local and national SEO, Facebook ads, markerting automation and lead...
Via
Press Advantage
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Artificial Intelligence
The Best Artificial Intelligence (AI) Stocks to Buy With $1,000 in May
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May 08, 2026
Cloud computing businesses are spending a ton now, but will reap the rewards later.
Via
The Motley Fool
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Artificial Intelligence
Stanford Trustees Exited HeartFlow Stock for $8.5 Million. Here's What That Means for Investors.
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May 08, 2026
HeartFlow provides AI-driven tools for non-invasive heart diagnostics, serving hospitals and clinics with advanced cardiovascular insights.
Via
The Motley Fool
Topics
Artificial Intelligence
Why Sirius XM Holdings Rallied in April
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May 08, 2026
The company inked a potentially game-changing deal with YouTube and reported earnings.
Via
The Motley Fool
Topics
Initial Public Offering
The Evidence Is Piling Up: Nvidia's AI Chip Dominance May Be About to Come to an End
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May 08, 2026
The semiconductor giant is facing intensifying competition from its biggest customers.
Via
The Motley Fool
Topics
Artificial Intelligence
Why Arista Networks Stock Rocketed 41% Higher in April and Why It's Likely Just Getting Started
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May 08, 2026
The data center hardware specialist climbed to new heights in April. There could be more to come.
Via
The Motley Fool
Topics
Artificial Intelligence
No.1 Google Ads Company in Chennai – Grow Your Business with 4M Digital Marketing
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May 08, 2026
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Talk Markets
3 Growth Stocks to Add to Your Roster
May 08, 2026
Growth is a hallmark of all great companies, but the laws of gravity eventually take hold. Those who rode the COVID boom and ensuing tech selloff in 2022 wil...
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Nvidia Stock Has Huge Momentum. Time to Buy?
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May 07, 2026
The stock has soared about 19% over the last 30 days. Have investors who didn't buy shares earlier this year missed out?
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Jim Cramer Says Nvidia Is 'Tough To Beat' On Corning Deal, Points Out Google, Amazon Still Have An 'Opponent With Multiple Legs Up'
↗
May 07, 2026
Jim Cramer said Nvidia remains hard to beat as its $500 million Corning bet strengthens AI infrastructure leadership.
Via
Benzinga
Topics
Artificial Intelligence
Quadrant's $13.6M Bluerock Add Hides a Twist
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May 07, 2026
Bluerock Private Real Estate Fund pools investor capital to manage a diversified portfolio of income-generating real estate assets.
Via
The Motley Fool
Topics
Regulatory Compliance
Are Amazon and Alphabet's Custom Chips a Threat to Nvidia?
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May 07, 2026
Nvidia is still the market leader by far.
Via
The Motley Fool
Topics
Artificial Intelligence
What's Going on With Alphabet Stock?
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May 07, 2026
The company delivered excellent financial performance in its most recently completed quarter.
Via
The Motley Fool
1 Surprising Reason Rivian Stock Is a Buy Before the SpaceX IPO
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May 07, 2026
SpaceX could soon raise $50 billion to $75 billion in fresh capital.
Via
The Motley Fool
Topics
Artificial Intelligence
Initial Public Offering
Microsoft Stock: Buy, Sell, or Hold?
↗
May 07, 2026
The software giant impressed across the board in its latest quarter, but a closer look at how its underlying growth is comprised tells a more complicated story.
Via
The Motley Fool
Topics
Artificial Intelligence
Stock Market Today, May 7: Aurora Innovation Slips as Investors Weigh Analyst Support and Autonomous Trucking Expansion
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May 07, 2026
On May 7, 2026, expanding freight trials, analyst backing, and cash burn concerns put this autonomy contender under a sharper spotlight.
Via
The Motley Fool
Topics
Stocks
This AI Stock Could Be Landing a $200 Billion Anthropic Deal. Here's Why Investors Should Pay Attention.
↗
May 07, 2026
This massive potential commitment would bolster the bull case for this growth stock even more.
Via
The Motley Fool
Topics
Artificial Intelligence
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