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home
about us
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Team Biographies
Firm ADV PDFs
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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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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
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Bank of America
(NY:
BAC
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52.20
+0.40 (+0.77%)
Official Closing Price
Updated: 7:00 PM EDT, May 26, 2026
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Inflation Heatwave: Hot PCE Data Sizzles Hopes for Early Rate Cuts, June Now a Toss-Up
February 27, 2026
The Federal Reserve’s preferred inflation gauge, the Personal Consumption Expenditures (PCE) price index, delivered a scorching surprise this week, forcing investors to drastically recalibrate their...
Via
MarketMinute
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Peter Schiff Highlights Overlooked Opportunity In Gold Miners As Bullion Holds Above $5,000
↗
February 27, 2026
Schiff said Gold production expenses have remained relatively stable, even as realized selling prices have climbed to historic levels.
Via
Stocktwits
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Is eBay Stock a Buy, Sell, or Hold Amid Layoffs?
February 27, 2026
EBay shares inch higher as the e-commerce giant announces a strong Q4 and layoffs. BofA recommends buying EBAY stock at current levels.
Via
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Inside the Smucker Surge: A Deep Dive into the Hostess Integration and the $1 Billion Uncrustables Engine
February 27, 2026
Today’s Date: February 27, 2026 Introduction The J.M. Smucker Company (NYSE: SJM) has reclaimed its position as a darling of the consumer packaged goods (CPG) sector. Following a massive 8.8%...
Via
Finterra
Topics
Earnings
Economy
World Trade
Trump's America Is Losing The Crown: A New Market Order Is Rising
↗
February 27, 2026
The American market dominance of the past decade is fading, and Bank of America predicts international stocks may lead the next bull market.
Via
Benzinga
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Government
What Does the Market Think About Bank of America Corp?
↗
February 27, 2026
Via
Benzinga
Crocs Stock Draws New $54 Million Bet Despite 12% Drop This Past Year
↗
February 27, 2026
Crocs designs and markets casual footwear and accessories through global retail, wholesale, and e-commerce channels.
Via
The Motley Fool
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This Nuclear Energy Stock Could Turn $1,000 Into $100,000
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February 27, 2026
NuScale is down 20% so far in 2026. But a $10 trillion market opportunity could turn this stock into a millionaire maker.
Via
The Motley Fool
Topics
Artificial Intelligence
Warren Buffett's Successor, Greg Abel, Has Inherited a $318 Billion Portfolio That Has 61% of Invested Assets in These 5 Unstoppable Stocks
↗
February 27, 2026
Though some things are bound to be different with Buffett no longer in charge, the founding investment principles of Berkshire Hathaway will remain the same under Abel.
Via
The Motley Fool
NVDA Stock Rebounds In Premarket After Worst Drop In 10 Months; Analysts, Retail Investors Remain Optimistic
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February 27, 2026
Despite blowout results, Nvidia stock had dropped 5.6% on Thursday.
Via
Stocktwits
Topics
Artificial Intelligence
Was Paramount Skydance’s Power Play For Warner Bros Worth It? Here’s What Still Worries Investors
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February 27, 2026
PSKY shares could remain highly volatile in the near term as Warner Bros. Discovery formally decides on its offer and the deal enters a regulatory review.
Via
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Volatility Coils: Wall Street Warns of ‘Exothermic’ Breakout in Treasury Yields
February 26, 2026
The U.S. bond market is currently suspended in a state of high-tension equilibrium, but technical analysts warn that the calm is deceptive. As of late February 2026, a rare and aggressive technical...
Via
MarketMinute
Topics
Bonds
ETFs
Economy
Wall Street Ascendant: How the 2026 Regulatory Pivot and Earnings Surge are Powering a Financial Sector Renaissance
February 26, 2026
As the first quarter of 2026 unfolds, the U.S. financial sector has emerged as the unexpected engine of the domestic market, driven by a potent combination of resilient earnings and a seismic shift in...
Via
MarketMinute
Topics
Credit Cards
Economy
IMF’s Georgieva Signals ‘Green Light’ for Fed to Pivot Toward 3.4% as Economy Holds Steady
February 26, 2026
WASHINGTON D.C. — In a significant endorsement of the Federal Reserve’s current monetary trajectory, International Monetary Fund (IMF) Managing Director Kristalina Georgieva stated on February 26,...
Via
MarketMinute
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Alphabet’s $20 Billion Debt Masterclass: Market Appetite Soars for Big Tech’s AI Ambitions
February 26, 2026
Alphabet Inc. (NASDAQ: GOOGL) has sent a thunderous signal to the global financial markets this week, successfully closing a massive $20 billion bond sale that saw investor demand reach a staggering...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
The S&P 500’s "Great Coil": Why BofA’s Paul Ciana Sees a Spring-Loaded Surge to 7,200
February 26, 2026
As the S&P 500 (NYSEARCA:SPY) hovers near the psychological 7,000-point milestone, the equity market has entered a period of deceptive calm. After a blistering start to 2026, the index has settled into...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
The 'Warsh Doctrine' and the 2026 Yield Curve Twist: Why 10-Year Yields Are Defying Rate Cut Expectations
February 26, 2026
The transition of power at the Federal Reserve has historically been a period of market adjustment, but the shift occurring in February 2026 has introduced a volatility not seen in decades. As the...
Via
MarketMinute
Topics
Bonds
Economy
The Evolution of an “Everything Exchange”: A Deep-Dive into Coinbase’s (COIN) Recent Surge and Future Path
February 26, 2026
As of February 26, 2026, the digital asset landscape is witnessing a profound maturation, and at the center of this evolution sits Coinbase Global, Inc. (NASDAQ: COIN). Recently, the company captured...
Via
Finterra
Topics
Artificial Intelligence
Bonds
ETFs
Charles Schwab Stock: Is SCHW Outperforming the Financial Services Sector?
February 26, 2026
Despite Charles Schwab’s outperformance relative to the financial services Sector, Wall Street analysts remain cautiously optimistic about the stock’s prospects.
Via
Barchart.com
Topics
ETFs
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TD Bank’s Redemption Arc: Analyzing the Q1 2026 Earnings Beat and the Path Beyond the Asset Cap
February 26, 2026
On February 26, 2026, The Toronto-Dominion Bank (NYSE: TD; TSX: TD) proved that even a "Goliath" of the banking world can find its footing after a bruising period of regulatory scrutiny. Following a...
Via
Finterra
Topics
Earnings
Economy
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Broadcom (AVGO) Q1 2026 Earnings Preview: Why Analysts are Bullish on the AI Infrastructure King
February 26, 2026
As of February 26, 2026, Broadcom Inc. (Nasdaq: AVGO) stands as a titan of the digital era, positioned at the critical intersection of generative artificial intelligence (AI) and enterprise software...
Via
Finterra
Topics
Artificial Intelligence
Earnings
Is Sandisk Stock Your Ticket to Becoming a Millionaire?
↗
February 26, 2026
This red-hot stock has multiplied investors' wealth significantly in the past year, and it can repeat that feat in the future.
Via
The Motley Fool
Topics
Artificial Intelligence
PRCT Stock Tumbles Pre-Market: BofA Questions Earnings Visibility, Cuts Target To $20
↗
February 26, 2026
Bank of America reduced its rating on PROCEPT BioRobotics to ‘Underperform’ from ‘Neutral’.
Via
Stocktwits
Topics
Artificial Intelligence
The Best Warren Buffett Stocks to Buy With $300 Right Now
↗
February 26, 2026
By using fractional shares, you can build a Buffett-style starter portfolio.
Via
The Motley Fool
NVAX Stock Rises Overnight Ahead Of Q4 Print With Pfizer Tailwinds — Analyst Warns Of 20% Crash
↗
February 26, 2026
Koyfin analysts expect revenue to grow nearly 28% from the last quarter and forecast losses to narrow significantly.
Via
Stocktwits
You Won't Believe What the Most Searched Stocks Are
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February 25, 2026
The most searched is one of Warren Buffett's favorites.
Via
The Motley Fool
Topics
Bonds
Better Artificial Intelligence (AI) Stock: Micron Technology vs. Sandisk
↗
February 25, 2026
Both AI stocks seem poised for further gains, making it easy for investors to decide which to buy.
Via
The Motley Fool
Topics
Artificial Intelligence
FMC Corp Stock Rises — What Did The CEO Say To Drive Rally?
↗
February 25, 2026
FMC’s CEO announced the plans while presenting at the BofA Global Agriculture and Materials Conference.
Via
Stocktwits
Silicon Sovereignty: Bank of America Reaffirms Amazon ‘Buy’ Rating as Custom Chips Power AWS Re-Acceleration
February 25, 2026
In a resounding vote of confidence for the retail and cloud giant, Bank of America Corp (NYSE: BAC) has officially reiterated its "Buy" rating on Amazon.com Inc. (NASDAQ: AMZN), designating the company...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
The Warsh Pivot: What Kevin Warsh’s Fed Chair Nomination Means for Markets in 2026
February 25, 2026
The landscape of American monetary policy shifted dramatically on January 30, 2026, when President Donald Trump officially nominated Kevin Warsh to succeed Jerome Powell as the next Chair of the...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
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