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home
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
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
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Quarterly Performance Reports
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Quarterly Performance Reports
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TAV Program
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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
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Event Schedule
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TAF
Event Schedule
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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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RSVP-Signup Form
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Microsoft
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422.79
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Updated: 4:00 PM EDT, Apr 17, 2026
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AAPL Stock on Watch: Iran Threatens Retaliatory Strikes Could Hit Apple Next
April 02, 2026
Apple could be next in line, as per reports from the IRGC, as Iran targets American tech companies.
Via
Barchart.com
Topics
Artificial Intelligence
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 100-Year Pivot: Why Caterpillar (CAT) Is the Surprising Powerhouse of the AI and Energy Era
April 02, 2026
As of April 2, 2026, Caterpillar Inc. (NYSE: CAT) stands at a historic crossroads. Fresh off its centennial anniversary in 2025, the world’s leading manufacturer of construction and mining equipment...
Via
Finterra
Topics
Artificial Intelligence
Economy
Energy
Evaluating Microsoft Against Peers In Software Industry
↗
April 02, 2026
Via
Benzinga
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
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
Coterra Energy (CTRA) 2026 Analysis: The Rise of a Super-Independent
April 02, 2026
As of April 2, 2026, the American energy landscape is undergoing a profound structural shift. While the "shale revolution" of the 2010s was defined by volume, the era of the mid-2020s is defined by...
Via
Finterra
Topics
Artificial Intelligence
Economy
Emissions
Occidental Petroleum (OXY) in 2026: The Transformation from Oil Giant to Carbon Management Leader
April 02, 2026
As of April 2, 2026, Occidental Petroleum Corporation (NYSE: OXY) stands as a rare specimen in the global energy sector: a legacy oil major that has successfully rebranded itself as a frontrunner in...
Via
Finterra
Topics
Artificial Intelligence
Economy
Energy
Nebius Just Signed $46 Billion in AI Cloud Deals With Microsoft and Meta. Can This Stock 10X?
↗
April 02, 2026
Nebius' massive backlog will ensure terrific revenue growth over the next five years.
Via
The Motley Fool
Topics
Artificial Intelligence
The Storage Supercycle: A Deep Dive into the New Western Digital (WDC)
April 02, 2026
As of April 2, 2026, the global technology landscape is undergoing a structural shift driven by the "Generative AI Storage Supercycle." At the heart of this transformation is Western Digital...
Via
Finterra
Topics
Artificial Intelligence
Economy
World Trade
Chevron Could Build a $7 Billion Gas Plant to Power Microsoft's AI Ambitions. Time to Buy the Energy Giant?
↗
April 02, 2026
Chevron is looking to turn associated gas into power.
Via
The Motley Fool
Topics
Artificial Intelligence
Energy
Is Lumen Technologies Stock a Buy?
↗
April 02, 2026
A reduced debt load and a pivot toward data center infrastructure have given Lumen a stake in the future of tech.
Via
The Motley Fool
Topics
Artificial Intelligence
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
The Market Is Shaky. Here's Exactly Where I'd Invest $1,000 Today.
↗
April 02, 2026
Nvidia is a top stock to invest in today.
Via
The Motley Fool
Topics
Artificial Intelligence
Here's Why Arista Networks (ANET) is the First Stock I've Purchased in 2026
↗
April 02, 2026
Big spending by big tech and an unexpected catalyst make the network specialist a buy.
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
2 Reasons to Like EXPE (and 1 Not So Much)
April 02, 2026
Expedia currently trades at $228.13 per share and has shown little upside over the past six months, posting a middling return of 4.8%. However, the stock is ...
Via
StockStory
UK AI Copyright Reversal Validates Skill Refinery Platform Founded by Matt Cretzman
April 01, 2026
Via
Press Release Distribution Service
Topics
Artificial Intelligence
Intellectual Property
ServiceNow Has to Sell the Same AI Technology That Could Replace It. Here's Why the Stock Is Down Nearly 50%.
↗
April 01, 2026
ServiceNow's next phase of growth costs more to deliver and more to buy.
Via
The Motley Fool
Topics
Artificial Intelligence
The Reality of Investing in 2026
↗
April 01, 2026
The war in Iran doesn't seem to be slowing down and that's impacting oil prices, but that's just the beginning. Higher costs could hit many industries, which will have lasting impacts for years.
Via
The Motley Fool
Topics
Economy
How Businesses Can Avoid Losing Critical Data in Cloud Productivity Suites
April 01, 2026
Via
AB Newswire
Topics
Hacking
The 1.8nm Redemption: Intel Fights for Relevancy in a World Owned by Nvidia and Broadcom
April 01, 2026
On April 1, 2026, Intel Corp. (NASDAQ: INTC) finds itself at the most critical juncture in its 58-year history. After a grueling three-year "survival phase" marked by massive restructuring and a...
Via
MarketMinute
Topics
Artificial Intelligence
High Expectations Meet Reality: Constellation Energy Shares Slump as 2026 Guidance Underwhelms the AI-Utility Elite
April 01, 2026
Shares of Constellation Energy (Nasdaq: CEG) fell more than 5% on April 1, 2026, as investors continued to digest a fiscal 2026 guidance package that, while technically in line with fundamental...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Energy
Software’s Spring Awakening: Tech Giants Surge as AI Monetization Silences the Skeptics
April 01, 2026
The software sector roared back to life on April 1, 2026, as a broad-based rally swept across Wall Street, signaling an end to the "valuation reckoning" that had plagued the industry for over a year....
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Musk’s Galactic Ambition: SpaceX Files for Record $1.75 Trillion IPO Following xAI Merger
April 01, 2026
In a move that has sent shockwaves through global financial centers, SpaceX (Private: SPACE-X) has reportedly filed a confidential S-1 registration statement with the Securities and Exchange Commission...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
Silicon Synergy: Nvidia’s $2 Billion Investment in Marvell Redefines the AI Infrastructure Landscape
April 01, 2026
In a landmark move that has sent shockwaves through the semiconductor industry, Nvidia (NASDAQ: NVDA) announced today, April 1, 2026, a strategic $2 billion equity investment in Marvell Technology...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Alphabet's AI Renaissance: Gemini 3 Success Drives 5.1% Surge to Record Highs
April 01, 2026
In a definitive display of market leadership, shares of Alphabet Inc. (NASDAQ: GOOGL) surged 5.1% on April 1, 2026, closing at a record-breaking $287.56. This rally was not merely a localized event for...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
OpenAI's Strategy Shift Ahead of an IPO
↗
April 01, 2026
OpenAI is moving away from side quests as it prepares the business and financials for an IPO.
Via
The Motley Fool
Topics
Artificial Intelligence
Initial Public Offering
Magnificent Seven Stocks Not So Magnificent In 2026 — Apple Surprises, Microsoft Craters
↗
April 01, 2026
The Magnificent Seven stocks were all down in the first quarter. A look at who was down the most and what's next for the rest of 2026.
Via
Benzinga
Micron Revenue Smashes Expectations, but Wall Street Yawns
↗
April 01, 2026
When companies beat revenue and earnings expectations as much as Micron Technologies did in its most recent quarter, the market often heaps on praise for stellar results. Not this time, though.
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
What Happens if the S&P 500 Joins the Nasdaq and Dow in Correction Territory?
↗
April 01, 2026
Rising oil prices and geopolitical uncertainty are taking a sledgehammer to the major indexes.
Via
The Motley Fool
Topics
Stocks
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