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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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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
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Back Dated Performance Reports
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Event Schedule
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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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Arm Debuts New Artificial Intelligence (AI) CPU, Nabs Meta, OpenAI, Cloudflare as First Customers
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Apple Stock Is Moving Higher: What's Happening?
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Regional Bank Stock Up 33% as $3.7 Million Exit Tells a Different Story
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Wholesale Inflation Heat: March PPI Rise Fuels 'Higher-for-Longer' Fears
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S&P 500 Teeters Near Critical 200-Day Average as Retreat from 7,000 Milestone Deepens
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Energy as the New Anchor: Exxon Mobil Surges as Investors Seek Refuge in ‘Bits to Atoms’ Rotation
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As global equity markets grapple with heightened volatility and shifting geopolitical alliances, the energy sector has re-emerged as the definitive safe haven for capital in 2026. Leading the charge,...
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20.4% of Berkshire Hathaway's $306 Billion Portfolio Is Invested in 3 Artificial Intelligence (AI) Stocks
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The $170 Billion Media Reckoning: Paramount and Warner Bros. Discovery Unveil Historic Consolidation
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In a move that has fundamentally reshaped the global entertainment landscape, Paramount Global (NASDAQ: PARA) and Warner Bros. Discovery (NASDAQ: WBD) have finalized a definitive merger agreement,...
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The AI Memory Supercycle: Micron Shatters Records with 196% Revenue Surge in Historic Q2 2026
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GameStop's Q4 Earnings Preview: The "Omni-Holding" Pivot in Focus
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As the closing bell approaches on March 24, 2026, the financial world is bracing for one of the most unconventional earnings reports in recent memory. GameStop Corp. (NYSE: GME) is set to release its...
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Wholesale Inflation Shock: Core PPI Surge of 0.5% MoM Rattles Markets
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The Intelligence Supercycle: A Deep Dive into Apple’s (AAPL) 2026 Transformation
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As of March 24, 2026, Apple Inc. (NASDAQ: AAPL) remains the quintessential barometer for both the technology sector and the broader global economy. With a market capitalization hovering near $3.66...
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Treasury Yield Surge: 10-Year Yields Hit 7.5-Month Highs at 4.39%
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The 2026 Microsoft Deep-Dive: Silicon, Surface, and the Crossover Year of AI PCs
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Fed's "Hawkish Shock": Markets Price Out Early Rate Cuts for 2026
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The dream of a rapid return to cheap money was abruptly deferred this week as a "hawkish shock" rippled through global markets. Following a combination of scorching inflation data and a stern policy...
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AI Adoption in Health Care Could Worsen Public Distrust
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The Architect of the Angstrom Era: A Deep-Dive into Synopsys (SNPS) in 2026
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Published: March 24, 2026 Introduction As the global semiconductor industry grapples with the transition to the "Angstrom Era" of 2nm and below, one company has positioned itself as the indispensable...
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Morgan Stanley Is Doubling Down on Apple Stock Thanks to Still-High iPhone Demand. Should You Buy AAPL Here?
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Morgan Stanley published a new note analyzing the sustained demand for iPhones.
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Target’s Bullseye Under Fire: Analyzing Today’s 7% Slide and the Retailer’s Identity Crisis
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Today’s date is March 24, 2026. Introduction The "Target Effect"—that inexplicable retail magic where a consumer enters for a gallon of milk and leaves with a $200 cart of home décor and seasonal...
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Should You Buy Apple Stock Now or Wait for a Dip?
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Nvidia Stock Could Become the Next Apple. Here's What It Means for Investors.
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Demand for artificial intelligence (AI) inferencing is a game changer for Nvidia.
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