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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
Services, Fees and Compensation
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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
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
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First Solar
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Updated: 4:00 PM EDT, Jun 9, 2026
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Get insights into the top gainers and losers of Tuesday's pre-market session.
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June 17, 2025
Before the opening bell on Tuesday, let's take a glimpse of the US markets and explore the top gainers and losers in today's pre-market session.
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12 Information Technology Stocks Moving In Tuesday's Pre-Market Session
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June 17, 2025
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June 17, 2025
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June 17, 2025
According to the bill, tax credits for wind and solar will still expire after 2028, unlike a few other energy sources.
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What's going on in today's session: S&P500 movers
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June 13, 2025
Curious about the S&P500 stocks that are in motion on Friday? Join us as we explore the top movers within the S&P500 index during today's session.
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10 Information Technology Stocks With Whale Alerts In Today's Session
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June 13, 2025
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What's going on in today's session: S&P500 gap up and gap down stocks
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June 12, 2025
Thursday's session is showcasing interesting market movements in the S&P500 index, with notable gap up and gap down stocks. Stay updated with the gapping S&P500 stocks in today's session.
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Chartmill
Discover which S&P500 stocks are making waves on Wednesday.
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June 11, 2025
Let's have a look at the top S&P500 gainers and losers in the middle of the day of today's session.
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Chartmill
Breaking Down First Solar: 24 Analysts Share Their Views
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June 11, 2025
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This First Solar Analyst Turns Bullish; Here Are Top 3 Upgrades For Wednesday
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June 11, 2025
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Tesla Among S&P's Big Losers: Q1 EPS Miss Puts TSLA In Bottom 10
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June 09, 2025
Tesla missed EPS expectations by 25% in Q1, putting it in the bottom 10 of the S&P 500. But its long-term narrative remains strong with expanding business and software revenue potential.
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3 Cash-Heavy Stocks with Mounting Challenges
June 09, 2025
A cash-heavy balance sheet is often a sign of strength, but not always. Some companies avoid debt because they have weak business models, limited expansion opportunities, or inconsistent cash flow.
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Record $3.3 Trillion Global Energy Investment: Which Solar Stocks Could Soak Up The Sun?
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June 06, 2025
The world will invest $3.3 trillion in energy by 2025, with solar taking the lead. U.S. companies like First Solar, Nextracker, and Array Technologies are well-positioned to benefit.
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Thursday's session: top gainers and losers in the S&P500 index
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June 05, 2025
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10 Information Technology Stocks Whale Activity In Today's Session
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June 05, 2025
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Renewable Energy Stocks Q1 In Review: First Solar (NASDAQ:FSLR) Vs Peers
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As the Q1 earnings season wraps, let’s dig into this quarter’s best and worst performers in the renewable energy industry, including First Solar (NASDAQ:FSLR) and its peers.
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The Next Gold Rush: Emerging Markets?
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June 04, 2025
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Topics
ETFs
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These S&P500 stocks are moving in today's session
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June 03, 2025
Get insights into the S&P500 index performance on Tuesday. Explore the top gainers and losers within the S&P500 index in today's session.
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Market Monitor News June 03 (Cleveland-Cliffs, Blueprint Medicines UP - First Solar DOWN)
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June 03, 2025
Wall Street Climbs Despite Trade Tensions: Steel Stocks Shine, Apple Impresses
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These S&P500 stocks are moving in today's session
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June 02, 2025
Stay updated with the movement of S&P500 stocks in today's session. Discover which S&P500 stocks are making waves on Monday.
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Chartmill
Monday's session: top gainers and losers in the S&P500 index
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June 02, 2025
Let's delve into the developments on the US markets in the middle of the day on Monday. Below, you'll find the top gainers and losers within the S&P500 index during today's session.
Via
Chartmill
What's going on in today's session: S&P500 gap up and gap down stocks
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June 02, 2025
Let's have a look at the S&P500 gap up and gap down stocks in today's session.
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Discover which S&P500 stocks are making waves on Friday.
↗
May 30, 2025
Join us in exploring the top gainers and losers within the S&P500 index in the middle of the day on Friday as we examine the latest happenings in today's session.
Via
Chartmill
These S&P500 stocks are moving in today's session
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May 27, 2025
Curious about the top performers within the S&P500 index one hour before the close of the markets on Tuesday? Dive into the list of today's session's top gainers and losers for a comprehensive...
Via
Chartmill
Which S&P500 stocks are gapping on Tuesday?
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May 27, 2025
Stay updated with the S&P500 gap up and gap down stocks on Tuesday. Get a glimpse of the market's movement during today's session.
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Chartmill
Super Micro Computer, Hims & Hers And Aurora Innovation Are Among Top 10 Large-Cap Losers Last Week (May 19-May 23): Are The Others In Your Portfolio?
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May 25, 2025
Large-cap stocks were the worst performers last week, with declines up to 23%. Reasons include revenue misses, FDA bans, and Uber's stake monetization.
Via
Benzinga
Friday's session: top gainers and losers in the S&P500 index
↗
May 23, 2025
Let's have a look at what is happening on the US markets in the middle of the day on Friday. Below you can find the top S&P500 gainers and losers in today's session.
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Chartmill
Billionaire Investor Bill Ackman Just Bought a New Stock and It's My No. 1 Position
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Via
The Motley Fool
Elizabeth Warren Says Jeff Bezos And Elon Musk 'Are Popping Champagne' As House Passes Trump's 'Big, Beautiful Bill' She Calls A Handout To Billionaires
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May 23, 2025
Sen. Elizabeth Warren (D-Mass.) accused billionaires Jeff Bezos and Elon Musk of celebrating after House Republicans passed President Donald Trump's sweeping tax legislation, calling it the "greatest...
Via
Benzinga
Topics
Government
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