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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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Client Information
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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
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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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International Business Machines
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Nasdaq 100 Eases From Records As Software Stocks Plunge: Stock Market Today
↗
April 23, 2026
U.S. stocks dipped as Iran-Hormuz tensions lifted oil, IBM and ServiceNow cratered, and defensive sectors led a rotation
Via
Benzinga
Why Accenture (ACN) Shares Are Sliding Today
April 23, 2026
What Happened? Shares of global professional services company Accenture (NYSE:ACN) fell 6.7% in the afternoon session after investors grew concerned about br...
Via
StockStory
Topics
Artificial Intelligence
IBM (IBM) Stock Trades Down, Here Is Why
April 23, 2026
What Happened? Shares of technology and consulting giant IBM (NYSE:IBM) fell 9.2% in the afternoon session after the company reported first-quarter results t...
Via
StockStory
Topics
Artificial Intelligence
What's going on in today's session: S&P500 movers
↗
April 23, 2026
Via
Chartmill
IBM (NYSE:IBM) Stock Falls Despite Q1 2026 Earnings Beat
↗
April 22, 2026
Via
Chartmill
Stock Indexes Recover on Strength in Chipmakers
April 23, 2026
The S&P 500 Index ($SPX ) (SPY ) today is up +0.07%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.05%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.03%. June E-mini S&P futures (ESM26...
Via
Barchart.com
Topics
Bonds
Economy
Stocks
Thursday's session: gap up and gap down stock in the S&P500 index
↗
April 23, 2026
Via
Chartmill
Stocks Pressured as Peace Talks with Iran Remain in Limbo
April 23, 2026
The S&P 500 Index ($SPX ) (SPY ) today is down -0.07%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.36%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.03%. June E-mini S&P futures...
Via
Barchart.com
Topics
Bonds
Economy
Energy
AI Anxiety Returns: ServiceNow, IBM Earnings Drag Software Shares Down
↗
April 23, 2026
SaaS stocks slide as ServiceNow and IBM outlooks disappoint. Investors worry AI is undermining traditional software subscription models.
Via
Benzinga
Topics
Artificial Intelligence
Get insights into the top movers in the S&P500 index of Thursday's pre-market session.
↗
April 23, 2026
Via
Chartmill
Why Is IBM Stock Sinking Thursday?
↗
April 23, 2026
IBM Q1 earnings beat estimates, yet shares fall 7.6% on slowing revenue growth and software sector cooling. Get the latest analysis.
Via
Benzinga
Topics
Earnings
IBM Q1 Deep Dive: AI and Hybrid Cloud Growth Drive Strong Start to 2026
April 23, 2026
Technology and consulting giant IBM (NYSE:IBM) announced better-than-expected revenue in Q1 CY2026, with sales up 9.5% year on year to $15.92 billion. Its no...
Via
StockStory
Topics
Artificial Intelligence
ServiceNow Reveals a New Challenge From the Iran War: Deal Delays
↗
April 23, 2026
Companies are offering cautious guidance as earnings season picks up.
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Tesla, ServiceNow, Quantumscape, IBM And Intel: Why These 5 Stocks Are On Investors' Radars Today
↗
April 22, 2026
TSLA, NOW, QS, IBM, INTC were among the trending stocks on Wednesday, April 22, 2026.
Via
Benzinga
IBM (IBM) Q1 2026 Earnings Call Transcript
↗
April 22, 2026
IBM (IBM) Q1 2026 Earnings Call Transcript
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Fraud
IBM Q1 2026 Earnings Call: Complete Transcript
↗
April 22, 2026
Via
Benzinga
Top gainers and losers in the S&P500 index during Wednesday's after-hours session.
↗
April 22, 2026
Via
Chartmill
Everspin (MRAM) Q3 2024 Earnings Transcript
↗
April 22, 2026
Everspin (MRAM) Q3 2024 Earnings Transcript
Via
The Motley Fool
Topics
Intellectual Property
IBM Shares Drop Despite Q1 Earnings Beat: Details
↗
April 22, 2026
Here's a look at the details inside IBM's Q1 earnings report.
Via
Benzinga
IBM Stock Slides Late Despite Earnings Ahead Of Expectations
↗
April 22, 2026
IBM stock slid on Wednesday despite the tech giant posting first-quarter results ahead of Wall Street forecasts.
Via
Investor's Business Daily
IBM (NYSE:IBM) Beats Q1 CY2026 Sales Expectations But Stock Drops
April 22, 2026
Technology and consulting giant IBM (NYSE:IBM) beat Wall Street’s revenue expectations in Q1 CY2026, with sales up 9.5% year on year to $15.92 billion. Its n...
Via
StockStory
Topics
Artificial Intelligence
Market Indexes Edge Higher Wednesday Despite Strait of Hormuz Escalation
↗
April 22, 2026
Stocks, gold, oil, and Bitcoin are all rising together. So why is almost nobody trading?
Via
The Motley Fool
Topics
ETFs
Stocks
3 Stocks I'm Not Selling, No Matter What the Market Does for the Next 20 Years
↗
April 22, 2026
I've built a diversified portfolio of reliable dividend stocks with strong businesses.
Via
The Motley Fool
Topics
Economy
Energy
IBM (IBM) Q3 2024 Earnings Call Transcript
↗
April 22, 2026
IBM (IBM) Q3 2024 Earnings Call Transcript
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Expert Matchmaker in Westchester County Report by CX Research Institute
April 22, 2026
Via
AB Newswire
IBM Likely To Report Higher Q1 Earnings; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call
↗
April 22, 2026
IBM (NYSE: IBM) to release Q1 earnings on April 22 with expected $1.81/share profit & $15.64B revenue. Analysts have a positive outlook on stock.
Via
Benzinga
Business Analytics Training in Delhi for Career Growth in MNCs including Free Alteryx, R and Gen AI Skills with Placement & IBM Certification Support by SLA Consultants India
↗
April 22, 2026
Via
Talk Markets
Topics
Artificial Intelligence
IBM Q1 Preview: Dow Giant Goes For Six Straight Double Beats As AI Momentum Builds
↗
April 21, 2026
IBM has beaten analyst estimates for revenue and earnings per share in several consecutive quarters, but the stock is down in 2026.
Via
Benzinga
Topics
Artificial Intelligence
Stocks
IBM Unveils AI Consulting Solutions With Adobe To Supercharge Customer Engagement
↗
April 21, 2026
IBM edges higher premarket on its Adobe-backed AI experience push, with technicals showing early bullish momentum ahead of earnings.
Via
Benzinga
Topics
Artificial Intelligence
IBM (IBM) Reports Earnings Tomorrow: What To Expect
April 20, 2026
Technology and consulting giant IBM (NYSE:IBM) will be announcing earnings results this Wednesday after market close. Here’s what to look for. IBM beat analy...
Via
StockStory
Topics
Artificial Intelligence
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