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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
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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
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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
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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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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
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Alphabet-A
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Updated: 1:22 PM EDT, May 1, 2026
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The AI Supercycle Accelerates: Micron Shakes the Market with 771% Profit Surge
April 02, 2026
Micron Technology (NASDAQ: MU) has sent shockwaves through the financial world, reporting a staggering 771% year-over-year increase in net income for its fiscal second quarter of 2026. The results,...
Via
MarketMinute
Topics
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Silicon Fortress: How the AI Productivity Boom Shielded Intel and AMD From a Broader Market Rout
April 02, 2026
In a trading session characterized by a sharp retreat in major indices, the semiconductor sector emerged as a rare bastion of growth, defying a wave of selling that swept through the broader market. On...
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Silicon Storm: Memory Giants Micron and Western Digital Whipsawed as AI Trade Shifts Gears
April 02, 2026
The semiconductor landscape witnessed a day of intense turbulence on April 2, 2026, as the "Spring Awakening" of the tech sector brought with it a wave of high-beta volatility. Two of the industry’s...
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Wall Street's Advisory Windfall: Goldman Sachs and JPMorgan Lead the M&A Renaissance
April 02, 2026
The first quarter of 2026 has officially marked the end of the deal-making drought, ushering in a lucrative "advisory windfall" for Wall Street’s elite investment banks. Driven by a surge in...
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IBM Secures Federal AI Foothold: Watsonx Portfolio Receives Major FedRAMP Expansion
April 02, 2026
In a move that significantly strengthens its position within the multi-billion dollar government technology market, IBM (NYSE: IBM) announced on April 1, 2026, that it has secured Federal Risk and...
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MarketMinute
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MarketMinute: S&P 500 Teeters on the Brink as Technical Health Fails
April 02, 2026
As of April 2, 2026, the S&P 500 (NYSEARCA:SPY) finds itself at a precarious technical crossroads, struggling to reclaim its 200-day moving average following a turbulent first quarter. After peaking at...
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Barclays and FactSet Upgrade 2026 S&P 500 EPS Forecasts to 16% as Corporate Resilience Peaks
April 02, 2026
As of April 2, 2026, the financial landscape has entered what analysts are calling an "industrial super-cycle," marked by unprecedented optimism for the medium-term earnings power of the U.S. equity...
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MarketMinute
Topics
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Google's Gemma 4 Brings AI Superpowers To Your Device
↗
April 02, 2026
Alphabet's Google launches Gemma 4: Open AI models for mobile & desktop with offline multi-step planning and 140+ language support. Read more.
Via
Benzinga
Topics
Artificial Intelligence
Target Hospitality (TH) Secures Landmark $550M Contract for AI Data Center Workforce Hub
April 02, 2026
In a move that signals a tectonic shift in the workforce housing sector, Target Hospitality (NASDAQ: TH) announced yesterday, April 1, 2026, that it has secured a massive multi-year contract exceeding...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
The $200 Billion Cloud Gamble: Amazon Sets New Record in 2026 AI Infrastructure Blitz
April 02, 2026
In a move that has sent shockwaves through Silicon Valley and Wall Street alike, Amazon.com Inc. (NASDAQ:AMZN) has officially committed to a staggering $200 billion capital expenditure plan for the...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Trade Unusually Active Options in Google Stock with This Covered Ratio Spread
April 02, 2026
Yesterday’s unusually active call options included two from one of the Magnificent Seven. Although the Barchart Technical Opinion says it's only an 8% weak buy, here’s why it sets up perfectly for a...
Via
Barchart.com
Topics
Economy
Government
Stocks
Why Micron Stock Is Falling Today
↗
April 02, 2026
Geopolitical uncertainty is roiling the market again and sending Micron lower.
Via
The Motley Fool
Topics
Artificial Intelligence
Government
Silicon Sovereignty: Meta Secures Multi-Million Chip Deal with Nvidia to Anchor the AI Era
April 02, 2026
In a move that redefines the scale of corporate infrastructure investment, Meta Platforms (NASDAQ:META) has finalized a landmark, multi-year strategic agreement with Nvidia (NASDAQ:NVDA) to procure...
Via
MarketMinute
Topics
Artificial Intelligence
Energy
The Invisible Hand: How Dark Pool Surges Predicted the Massive April 2026 Tech Breakout
April 02, 2026
On April 1, 2026, the global financial markets witnessed a tectonic shift as the S&P 500 and Nasdaq 100 broke out of a three-month "growth scare," surging 2.9% and 3.8% respectively in a single trading...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Earnings
Meta Platforms Defies Market Gloom: AI Layoffs Signal a Leaner, 'AI-Native' Future
April 02, 2026
In a day dominated by geopolitical tension and surging energy costs, Meta Platforms (NASDAQ:META) emerged as a rare point of resilience in the technology sector. As crude oil prices spiked following an...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
Amazon Insiders Offload $14 Million in Stock as AWS Growth Hits a Technical Wall
April 02, 2026
As the second quarter of 2026 begins, Amazon.com, Inc. (NASDAQ:AMZN) finds itself at a crossroads of robust top-line growth and internal caution. Recent filings have revealed a wave of insider selling...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
3 Reasons SpaceX May Be a Risky Investment
↗
April 02, 2026
Rumors are swirling that SpaceX is gearing up for an initial public offering (IPO).
Via
The Motley Fool
Topics
Initial Public Offering
Cape Town Local SEO & Google Profile Optimisation Services For SMEs Announced
April 02, 2026
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Citi Defies Geopolitical Gloom with Bold 7,700 S&P 500 Forecast Amid Global Energy Shocks
April 02, 2026
As the second quarter of 2026 begins under a cloud of geopolitical uncertainty and volatile energy prices, Citigroup (NYSE: C) has doubled down on its optimistic outlook for the U.S. equity market....
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Retirement
Resilience Amidst the 'SaaSpocalypse': US IPO Market Surges 47% in Q1 2026 Despite Geopolitical Volatility
April 02, 2026
The first quarter of 2026 has proven that the United States equity markets are far more durable than many analysts predicted. Despite a brutal "SaaSpocalypse" that sent software stocks into a tailspin...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
The AI Power Play: How the Oil and Gas M&A Super-Cycle is Fueling the Data Center Revolution
April 02, 2026
The North American energy landscape has undergone a seismic transformation over the last two years, culminating in a historic wave of consolidation that shows no signs of slowing down as of April 2026....
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Energy
The AI Monetization Gap: Why Wall Street is Rewarding Results and Punishing Promises in 2026
April 02, 2026
MENLO PARK & SEATTLE — April 2, 2026 — The honeymoon period for Artificial Intelligence is officially over. As the first-quarter earnings season of 2026 draws to a close, a stark "AI Monetization Gap"...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Alphabet’s Resilience in the Face of Sector Volatility: A 2026 Market Analysis
April 02, 2026
As the broader technology sector grapples with a brutal valuation reset in the spring of 2026, Alphabet Inc. (NASDAQ: GOOGL) has emerged as a rare pillar of stability. While fears of a "SaaS-pocalypse"...
Via
MarketMinute
Topics
Artificial Intelligence
The Trillion-Dollar AI Tsunami: OpenAI and Anthropic Prepare for Historic Public Debuts
April 02, 2026
The global financial landscape is bracing for a tectonic shift as OpenAI and Anthropic, the two undisputed titans of the generative artificial intelligence era, have reportedly begun formal...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Initial Public Offering
NVIDIA (NVDA) 2026 Deep Dive: The Sovereign AI Era and the Path to $4 Trillion
April 02, 2026
As of April 2, 2026, NVIDIA Corporation (NASDAQ: NVDA) stands not merely as a semiconductor manufacturer, but as the central nervous system of the global artificial intelligence (AI) economy. Once a...
Via
Finterra
Topics
Artificial Intelligence
Economy
The AI Reckoning: Why Microsoft’s Record Profits Couldn’t Prevent a $350 Billion Market Rout
April 02, 2026
In a stark illustration of the stock market’s shifting priorities, Microsoft Corporation (NASDAQ:MSFT) recently experienced its largest single-day market value loss in history, with shares tumbling 10%...
Via
MarketMinute
Topics
Artificial Intelligence
AI Payday: Meta Platforms Shares Surge 10% as AI Monetization Silences Skeptics
April 02, 2026
AI Payday: Meta Platforms Shares Surge 10% as AI Monetization Silences Skeptics MENLO PARK, CA — In a definitive signal that the massive capital investments of the "Year of Efficiency" have...
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
The S&P 500 Hits 7,000: Meta and Alphabet Drive Historic Milestone Amid Late-Week Volatility
April 02, 2026
The S&P 500 (^GSPC) etched a new chapter in financial history this week, briefly cresting the psychologically formidable 7,000-point barrier to hit an intraday high of 7,002. This milestone, occurring...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
The Great Rebirth: A Deep-Dive into SanDisk’s (SNDK) AI-Driven Surge in 2026
April 02, 2026
As of April 2, 2026, the technology sector is witnessing one of the most remarkable corporate resurrections in the history of the semiconductor industry. SanDisk Corporation (NASDAQ: SNDK) has not only...
Via
Finterra
Topics
Artificial Intelligence
Earnings
Economy
Big Tech H-1B Filings Plunge As Amazon, Google, Meta And Microsoft Slash Jobs Amid Rising Immigration Costs
↗
April 02, 2026
Big Tech H-1B filings fall sharply as Amazon, Google, Meta, and Microsoft cut jobs amid stricter U.S. visa rules and rising hiring costs.
Via
Benzinga
Topics
Immigration
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