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home
about us
Investment Approach
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Market Analysis Summary
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Team Biographies
Firm ADV PDFs
Form CRS
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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
Client Information
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
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
)
305.56
+3.28 (+1.09%)
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Updated: 4:00 PM EDT, Mar 16, 2026
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Billionaire Stanley Druckenmiller Dumped 4 of the Hottest AI Stocks and Nearly Quadrupled His Fund's Stake in Another Trillion-Dollar Company
↗
February 20, 2026
One "magnificent" company looks to be the new apple of Druckenmiller's eye in the artificial intelligence (AI) arena.
Via
The Motley Fool
Topics
Artificial Intelligence
Nasdaq, S&P 500 Futures Rise Before PCE Report, Likely Tariff Ruling: Why NVDA, TSLA, GOOGL, IBRX, APP, GRAL Are On Traders' Radar Today
↗
February 20, 2026
Data from Stocktwits indicated retail sentiment on QQQ turned bearish amid elevated message volume.
Via
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Topics
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Economy
Government
Google Gemini Pro 3.1: Alphabet Updates Its Benchmark AI, Analysis Says It Undercuts OpenAI's ChatGPT, Anthropic's Claude On Cost
↗
February 20, 2026
Google’s Gemini 3, released in November, drew widespread praise and gave a notable lift to the company’s financial performance.
Via
Stocktwits
Topics
Artificial Intelligence
Prediction: This Will Be Nvidia's Stock Price by the End of 2026
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February 20, 2026
Nvidia's stock is expected to skyrocket over the next few months.
Via
The Motley Fool
Topics
Artificial Intelligence
Government
1 of Wall Street’s Favorite Stock with Impressive Fundamentals and 2 Facing Headwinds
February 19, 2026
Wall Street has set ambitious price targets for the stocks in this article. While this suggests attractive upside potential, it’s important to remain skeptical because analysts face institutional...
Via
StockStory
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Here's the Quantum Computing Stock Wall Street Loves the Most (Hint: It's Not IonQ or Rigetti)
↗
February 19, 2026
Quantum stocks soared in 2025, but the "smart money" isn't buying the hype.
Via
The Motley Fool
Trybe Capital Loads Up D-Wave Quantum With 1.9 Million Shares Bought
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February 19, 2026
D-Wave Quantum provides quantum computing systems and cloud-based solutions for enterprises tackling complex computational challenges.
Via
The Motley Fool
TenCore Partners Loads Up 2,000 MercadoLibre Shares
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February 19, 2026
MercadoLibre powers e-commerce and fintech across Latin America, connecting merchants and consumers through its integrated platforms.
Via
The Motley Fool
Topics
Economy
Regulatory Compliance
Booking Holdings Split: The Catalyst Wall Street Didn’t See Coming
↗
February 19, 2026
Via
MarketBeat
Booking Holdings Beats Earnings but Shares Sink as AI Disruption Fears Mount
February 19, 2026
New York, NY — February 19, 2026 — In a move that has left many retail investors scratching their heads, shares of Booking Holdings Inc. (NASDAQ: BKNG) plummeted by more than 8% today, despite the...
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Garmin Shares Explode 10% on Record Q4 Earnings and Aggressive 2026 Growth Forecast
February 19, 2026
Shares of Garmin Ltd. (NYSE: GRMN) surged nearly 12% in early trading on Thursday, February 19, 2026, after the navigation and wearable technology giant delivered a "blowout" fourth-quarter earnings...
Via
MarketMinute
Topics
Economy
Electric Vehicles
Amazon’s ‘Capex Shock’ Oversold? Morgan Stanley Calls Bottom as Tech Indicators Flash Rare Buy Signals
February 19, 2026
SEATTLE — After a tumultuous start to February 2026 that saw Amazon.com, Inc. (NASDAQ:AMZN) endure a record-tying nine-day losing streak, market technicals and top-tier analyst calls suggest the...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Supply Chain
Silicon Giants Forge $600 Billion AI Future: Nvidia and Meta Announce Massive Multi-Year Infrastructure Alliance
February 19, 2026
In a move that has sent shockwaves through the technology sector, Nvidia (NASDAQ: NVDA) and Meta Platforms (NASDAQ: META) have formalized a multi-year, multi-generational partnership to build what they...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Supply Chain
Mr. Electric of Orlando Reaches 250+ Google Reviews while Maintaining a Stunning 4.9-Star Rating
February 19, 2026
Via
Get News
The AI Investment Boom: Hype or the Real Deal?
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February 19, 2026
Alphabet (NASDAQ:GOOGL) stock stands out as a huge AI winner despite the bubble fears.
Via
The Motley Fool
Topics
Artificial Intelligence
Here's Why This Investment Advisor is Loading up on This Media Stock
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February 19, 2026
Nexstar Media Group owns TV stations and digital assets nationwide, generating revenue through advertising and retransmission fees.
Via
The Motley Fool
Topics
Regulatory Compliance
The Golden Age of M&A: How Goldman Sachs Reclaimed the Crown in a Record-Breaking 2025
February 19, 2026
As the financial world looks back on the transformative landscape of 2025, one institution stands head and shoulders above the rest. Goldman Sachs (NYSE: GS) has once again solidified its position as...
Via
MarketMinute
Topics
Artificial Intelligence
Credit Cards
Economy
NVIDIA and Meta Deepen Their AI Alliance—and the Spending Numbers Are Enormous
↗
February 19, 2026
Via
MarketBeat
Topics
Artificial Intelligence
The Amazon Divide: Berkshire Hathaway Retreats as Morgan Stanley Bets on a GenAI Revolution
February 19, 2026
The investment landscape for Amazon.com, Inc. (NASDAQ: AMZN) has reached a striking crossroads this February 2026, as two of the market's most influential voices have taken diametrically opposed...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Cadence Design Systems Stock Surges 7.6% as AI-Driven Earnings Defy Broader Software Sector Sell-off
February 19, 2026
In a week where the broader software sector continued to struggle under the weight of valuation re-ratings and investor skepticism, Cadence Design Systems (Nasdaq: CDNS) emerged as a clear outlier. The...
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
The Efficiency Pivot: U.S. Labor Market Cools to Pre-Pandemic Norms as AI Infrastructure Deepens
February 19, 2026
The United States labor market has officially entered a new phase of the post-pandemic era, characterized by a "low-hire, low-fire" equilibrium that mirrors the stability of 2019 while fundamentally...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Workforce
Microsoft or Alphabet: Which Stock Is More Likely to Be a Millionaire Maker?
↗
February 19, 2026
One of these companies' services appears to be losing relevance. The other seems to be gaining it.
Via
The Motley Fool
Topics
Artificial Intelligence
Silicon Synergy: Meta and Nvidia Forge Historic AI Infrastructure Pact to Power the Next Era of Intelligence
February 19, 2026
In a move that underscores the sheer magnitude of the ongoing artificial intelligence revolution, Meta Platforms (NASDAQ:META) has announced a landmark, multi-year partnership with Nvidia (NASDAQ:NVDA)...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
The Edge of Innovation: A Deep Dive into Akamai Technologies (AKAM) in 2026
February 19, 2026
As of February 19, 2026, Akamai Technologies (NASDAQ: AKAM) stands as a textbook example of corporate reinvention. Once synonymous with the plumbing of the early internet—the Content Delivery Network...
Via
Finterra
Topics
Artificial Intelligence
Fraud
The AI Memory Supercycle: A Deep Dive into Micron Technology (MU) in 2026
February 19, 2026
As of February 19, 2026, Micron Technology, Inc. (NASDAQ: MU) has transitioned from being a cyclical commodity manufacturer into the backbone of the global artificial intelligence infrastructure. Long...
Via
Finterra
Topics
Artificial Intelligence
Economy
Meta Platforms: The Architectural Pivot from Social Media to the AI Intelligence Layer
February 19, 2026
By Financial Research DeskFebruary 19, 2026 Introduction As of early 2026, Meta Platforms, Inc. (NASDAQ: META) has successfully navigated one of the most complex corporate transformations in modern...
Via
Finterra
Topics
Artificial Intelligence
Sam Altman Says Chinese Tech Firms Have 'Remarkable' AI, But Polymarket Sees Google In The Lead
↗
February 19, 2026
OpenAI is under pressure as Chinese firms make remarkable progress in AI. With competition on pricing and model rankings, its IPO may be tough.
Via
Benzinga
Topics
Artificial Intelligence
Initial Public Offering
Valley Wealth Sells $20 Million of Sonoco Products Stock
↗
February 19, 2026
Sonoco Products Company provides packaging solutions for industries worldwide, serving sectors from food and beverage to manufacturing.
Via
The Motley Fool
Topics
Regulatory Compliance
3 Unstoppable Artificial Intelligence (AI) Stocks to Buy Right Now for Less Than $3,000
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February 19, 2026
Market leaders Nvidia, Alphabet, and TSMC have long-term moats.
Via
The Motley Fool
Topics
Artificial Intelligence
Meet the Brilliant Vanguard ETF With 45.3% of Its Portfolio Invested in Nvidia, Apple, Microsoft, and Alphabet
↗
February 19, 2026
The Vanguard Mega Cap Growth ETF has delivered a blistering annual return of 18.8% over the past decade.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
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