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home
about us
Investment Approach
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Market Analysis Summary
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Value Proposition
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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Client Information
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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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BlackRock
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Updated: 7:00 PM EDT, May 8, 2026
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United Therapeutics (UTHR) Deep Dive: Strong Q4 and the ‘Inhalation Evolution’
February 26, 2026
As of February 26, 2026, United Therapeutics Corporation (NASDAQ: UTHR) stands at a pivotal crossroads in the biotechnology sector. Long recognized as a dominant force in the treatment of pulmonary...
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Coinbase in 2026: From Crypto Exchange to Financial Infrastructure Powerhouse
February 26, 2026
As of February 26, 2026, Coinbase Global (NASDAQ: COIN) stands at a critical crossroads in its journey to becoming the "Google of Finance." Long perceived as a mere gateway for retail crypto...
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The 2026 Guidance Cliff: A Deep Dive into First Solar’s Strategic Pivot and Analyst Downgrades
February 26, 2026
As of February 26, 2026, the solar energy landscape is grappling with a paradox of record-breaking installations and severe corporate guidance shifts. At the center of this storm is First Solar, Inc....
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Intuit (INTU) Earnings Deep Dive: Leading the Generative AI Revolution in Finance
February 26, 2026
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Tortoise Investment Management Buys $3 Million of BlackRock Municipal Target Term Trust
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February 26, 2026
This closed-end fund invests in investment grade municipal bonds, seeking federally tax-exempt income with a defined maturity in 2030.
Via
The Motley Fool
Topics
Bonds
ETFs
Regulatory Compliance
Is BlackRock Stock Underperforming the S&P 500?
February 26, 2026
Despite trailing the broader S&P 500 over the past year, BlackRock continues to command strong conviction on Wall Street, with analysts maintaining a decidedly bullish outlook on the firm’s long-term...
Via
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Bitcoin ETF Inflows Top $500M For First Time This Year, On Track To Break Record Outflow Streak
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February 26, 2026
Bitcoin and Ethereum ETFs are on track for their first week of net inflows after five straight weeks of outflows – the longest on record.
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Here's How Much $1000 Invested In BlackRock 20 Years Ago Would Be Worth Today
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February 25, 2026
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Trump Proposes 'America's 401(k)': A $1,000 Federal Match to Close the Retirement Gap
February 25, 2026
In a move aimed at reshaping the American social contract, President Donald Trump used his February 2026 State of the Union address to unveil "America’s 401(k)," a government-backed retirement...
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Amazon Is Now the No. 1 Company in the World by Revenue. Does That Make AMZN Stock a Buy Here?
February 25, 2026
Becoming the world’s top revenue generator strengthens Amazon’s story, yet heavy AI capex keeps valuation risks in focus.
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Artificial Intelligence
Henry Lin Leads Rongmao Investment Co., Ltd. in Launching “Global Financial Intelligence Connect” to Build a New-Generation Global Intelligent Asset Management Framework
February 25, 2026
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Trump’s SEC Crackdown: The End of the ESG Era and the Rise of Fiduciary-First Governance
February 25, 2026
In a move that effectively dismantles a decade of sustainability-driven investment trends, President Trump has signed Executive Order 14366, titled "Protecting American Investors from Foreign-Owned and...
Via
MarketMinute
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Economy
Government
Lawsuit
Ken Griffin, Ray Dalio, and Warren Buffett All Sold More Apple Stock. Should You?
February 25, 2026
Marquee names have trimmed their stakes in iPhone maker Apple.
Via
Barchart.com
Wall Street Reeling as Trump Unveils "Main Street" SOTU: $1,000 Retirement Match and a Ban on Institutional Home Buying
February 25, 2026
In a high-stakes State of the Union address delivered on February 24, 2026, President Trump laid out a populist economic vision that sent immediate tremors through both the financial services and real...
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MarketMinute
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The $111 Billion Showdown: Paramount’s Hostile All-Cash Bid Pushes Warner Bros. Discovery to the Brink
February 25, 2026
In a move that has sent shockwaves through the global media landscape, Paramount Global (NASDAQ: PARA)—now operating under the aggressive leadership of the Paramount-Skydance merger—has launched a...
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MarketMinute
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The Great Specie Surge: Precious Metals ETFs See Record Inflows as Tech 'SaaSpocalypse' Deepens
February 25, 2026
NEW YORK — In a historic realignment of global capital, investors have flooded into precious metals exchange-traded funds (ETFs) at a scale not seen in decades. As of February 25, 2026, the migration...
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MarketMinute
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BlackRock Applies for XRP ETF Plan — Cryptocurrency Prices May Rise 100% | A High-Return Investment for 2026
February 25, 2026
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ValueAct Just Doubled Its Stake in This Beaten-Up SaaS Name. Should Investors Be Buying the Stock?
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February 24, 2026
Investment firm ValueAct recently more than doubled its stake in Toast stock.
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The Motley Fool
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Treasury Resilience: TLT Defies Dollar Devaluation and Global Unrest in Surprising Breakout
February 24, 2026
As of February 24, 2026, the fixed-income market is witnessing a historic anomaly that has confounded traditional macroeconomic models. The iShares 20+ Year Treasury Bond ETF (NASDAQ: TLT) is holding...
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Prediction: 2 Artificial Intelligence (AI) Chip Stocks That Will Soar After Feb. 25 (Hint: Not Nvidia)
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February 24, 2026
Nvidia reports fourth-quarter earnings on Feb. 25.
Via
The Motley Fool
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The SaaSpocalypse: How AI Agents Triggered a 10% January Rout in B2B Software
February 24, 2026
The B2B software sector, long the darling of Wall Street for its predictable, recurring revenue, has entered a period of existential volatility. In a staggering opening to the year, the broader...
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American Tower Surpasses Expectations as AI Demand and 5G Densification Fuel Infrastructure Growth
February 24, 2026
In a resounding signal of strength for the digital infrastructure sector, American Tower (NYSE: AMT) reported its fourth-quarter 2025 financial results on February 24, 2026, posting adjusted earnings...
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The Public Safety Operating System: A Deep Dive into Axon Enterprise (AXON)
February 24, 2026
As of February 24, 2026, Axon Enterprise (NASDAQ: AXON) has transitioned from a manufacturer of specialized law enforcement hardware into the undisputed "operating system" for global public safety....
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The Great Unlocking: Medtronic’s Strategic Pivot and the MiniMed Spin-Off
February 24, 2026
Date: February 24, 2026 By: Financial Research Analyst Introduction For years, Medtronic plc (NYSE: MDT) was viewed by Wall Street as a reliable but sluggish giant—a "Dividend Aristocrat" that offered...
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Initial Public Offering
The Backbone of the Digital Era: A Deep-Dive into American Tower (AMT)
February 24, 2026
Today’s Date: February 24, 2026 Introduction As the global economy increasingly relies on high-speed data and seamless connectivity, American Tower Corporation (NYSE: AMT) stands as a foundational...
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Finterra
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Microsoft (MSFT) Deep Dive: Navigating the AI Diffusion Era Amidst a Sector Selloff
February 24, 2026
As of February 24, 2026, the technology sector is grappling with a complex transition. Following the "Tech Wreck" of late 2025—a correction that saw software indices drop nearly 30%—investors are no...
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Finterra
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The Orange Giant’s Pivot: A Deep Dive into Home Depot (HD) in 2026
February 24, 2026
As of February 24, 2026, The Home Depot, Inc. (NYSE: HD) stands at a critical juncture in its nearly 50-year history. Known globally for its cavernous "orange box" warehouses and the signature orange...
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The Great Normalization: A Deep-Dive into MGM Resorts (NYSE: MGM)
February 24, 2026
The neon lights of the Las Vegas Strip have long been a barometer for the health of the American consumer. In early 2026, those lights are shining on a more complex landscape than the post-pandemic...
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The Glass Backbone of AI: A Deep Dive into Corning Inc. (NYSE: GLW)
February 24, 2026
February 24, 2026 In the rapidly evolving landscape of generative artificial intelligence, much of the market's attention has been captured by the "brains" of the operation—the high-performance GPUs...
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Quaint Quant Conference Returns to Dallas–Fort Worth in 2026, Showcasing Premier Quant Talent at SMU Cox School of Business
February 24, 2026
The Quaint Quant Conference—the South’s only dedicated quantitative finance event—returns on Friday, April 10, 2026, hosted at the SMU Cox School of Business
Via
PRUnderground
Topics
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