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Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
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Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
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Tamar Advisors
Own Your Practice
Letter to Clients
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Fixed Income Portfolio (FIP)
FIP Program
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Back Dated Performance Reports
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TAM sm Program
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Back Dated Performance Reports
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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
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Total Asset Fund (TAF)
TAF® Program
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Client Contact with Portfolio Manager(s)
Additional Information
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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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Bank of America
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Updated: 7:00 PM EDT, Apr 7, 2026
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Oklo Upgraded Days After This Cathie Wood Buy Amid Meta Deal Excitement
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January 21, 2026
Bank of America upgraded Oklo to a buy. Oklo stock is up more than 25% in 2026.
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The Top 5 Analyst Questions From Bank of America’s Q4 Earnings Call
January 21, 2026
Bank of America’s fourth quarter results were marked by robust revenue growth and higher earnings per share versus Wall Street expectations, but the market responded negatively. Management attributed...
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The Labor Lens: Why the Upcoming ADP Jobs Report is the Deciding Factor for the Fed’s Next Move
January 20, 2026
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The Return of the Dealmaker: Goldman Sachs Signals a Golden Era for Wall Street as M&A Winter Thaws
January 20, 2026
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The Oracle’s Fortress: Berkshire Hathaway Hits Record Cash as Operating Earnings Surge 70%
January 20, 2026
As the financial world settles into early 2026, all eyes have turned toward Omaha, where Berkshire Hathaway (NYSE:BRK.B) has just cemented its status as the world’s most formidable financial fortress....
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Fragile Sentiment: US Consumer Confidence Hits 8-Month Low Amid Trade Volatility and Federal Reorganization
January 20, 2026
The American consumer is retreating into a defensive posture as the new year begins. The Conference Board announced today, January 20, 2026, that its Consumer Confidence Index fell to 98.3, an...
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Why Memory Stocks Like Western Digital May Still Rally From Here, Analysts Say
↗
January 20, 2026
AI storage stocks are up more than 230%, but Bank of America says the rally isn't over. Scarce supply, firm pricing and rising margins could fuel further gains.
Via
Benzinga
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Artificial Intelligence
Storm Clouds Over the Sunshine: Jamie Dimon Warns of a 'Treacherous' 2026 Despite Consumer Resilience
January 20, 2026
In a series of sobering assessments delivered during the mid-January earnings cycle, Jamie Dimon, the Chairman and CEO of JPMorgan Chase & Co. (NYSE: JPM), has issued a stark warning to investors: do...
Via
MarketMinute
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Inflation Holds Steady: Steady CPI Prints Provide Fed a Bridge to Future Easing, Though Not Just Yet
January 20, 2026
The latest inflation data for December has arrived with a sense of stability that offers both a sigh of relief and a note of caution for the Federal Reserve. Headline Consumer Price Index (CPI)...
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MarketMinute
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Artificial Intelligence
Bonds
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Wall Street’s January Chill: Big Four Banks Shed $50 Billion as Policy Shocks and Rate Caps Rattle Investors
January 20, 2026
The mid-January earnings gauntlet has turned into a freezing reality for the titans of American finance. In the first three weeks of 2026, the "Big Four" US banks have collectively surrendered more...
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MarketMinute
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Earnings
Economy
Trump Shatters the Duopoly: President Endorses Credit Card Competition Act in Populist Shift
January 20, 2026
In a move that has sent shockwaves through the financial sector and the corridors of Capitol Hill, President Donald Trump officially endorsed the Credit Card Competition Act (CCCA) on January 13, 2026....
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MarketMinute
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What This $2M Options Bet on Corporate Bonds is Saying About the 10-Year Yield Curve
January 20, 2026
Our top technical strategist takes a closer look at a big-money straddle trade that crossed the tape on LQD during Friday’s session.
Via
Barchart.com
Topics
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Economy
Consumer Resilience Challenges the Fed: November Retail Sales Surge Reshapes 2026 Economic Outlook
January 20, 2026
The American consumer has once again defied gravity, as the U.S. Census Bureau’s delayed report on November retail sales showed a robust 0.6% increase, significantly outpacing the 0.4% gain projected...
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MarketMinute
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World Trade
Wells Fargo Q4 2025 Earnings: Restructuring Costs Lead to EPS Miss
January 20, 2026
Wells Fargo & Company (NYSE: WFC) reported a fourth-quarter 2025 earnings miss that underscored the high cost of its multi-year transformation. The San Francisco-based lender posted earnings per share...
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MarketMinute
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Citigroup Stumbles on Final Russia Exit as Geopolitical Legacy Costs Bank $1.2 Billion
January 20, 2026
In a quarter defined by the messy resolution of long-standing geopolitical entanglements, Citigroup (NYSE: C) reported a sharp 13.4% decline in fourth-quarter profits for 2025, driven primarily by a...
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MarketMinute
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SPY Performance Amid Mixed Bank Earnings and Tech Jitters
January 20, 2026
The SPDR S&P 500 ETF Trust (NYSE Arca: SPY), the primary barometer for the health of the U.S. equity market, faced a turbulent start to the third week of 2026. As traders returned from the Martin...
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MarketMinute
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The New Normal: How the "Higher-for-Longer" Floor is Reshaping Bank Balance Sheets and Consumer Wallets in 2026
January 20, 2026
As of January 20, 2026, the era of ultra-low interest rates feels like a distant memory, replaced by a "restrictive-but-stable" environment that has fundamentally altered the American financial...
Via
MarketMinute
Topics
Bonds
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Economy
Resilient Consumer vs. Sticky Inflation: Retail Surge and PPI Data Force Federal Reserve into a Cautious Holding Pattern
January 20, 2026
The United States economy finds itself at a complex crossroads following the delayed release of critical macroeconomic data that paints a picture of a surprisingly robust consumer base tempered by...
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MarketMinute
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Citigroup's Strategic Retreat: Analyzing the $1.2 Billion Russia Loss and 13% Profit Drop
January 20, 2026
Citigroup Inc. (NYSE: C) reported a sharp 13.4% decline in its fourth-quarter 2025 profit, a result heavily weighed down by a $1.2 billion pre-tax loss tied to the finalization of its exit from the...
Via
MarketMinute
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Efficiency Costs Weigh on Wells Fargo as Fourth Quarter Earnings Fall Short of Estimates
January 20, 2026
Wells Fargo & Co. (NYSE: WFC) reported fourth-quarter 2025 earnings that trailed analyst expectations, as the banking giant continues to navigate a complex restructuring phase. The San Francisco-based...
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MarketMinute
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The Gilded Age 2.0: Gold Surges Past $4,300 as Central Banks and Geopolitical Shocks Ignite a Historic Bull Market
January 20, 2026
In an unprecedented display of safe-haven demand, spot gold prices have shattered all previous records, surging past the $4,300 per ounce milestone in mid-January 2026. This historic rally marks a...
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MarketMinute
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Electric Vehicles
SoFi Stock Is Underperforming in 2026: Can Q4 Earnings Turn the Tide?
January 20, 2026
SoFi stock has underperformed the markets over the last three months. Can the Q4 earnings later this month turn the tide?
Via
Barchart.com
Truist Financial (TFC) To Report Earnings Tomorrow: Here Is What To Expect
January 19, 2026
Financial services company Truist Financial (NYSE:TFC) will be reporting results this Wednesday before market open. Here’s what to expect.
Via
StockStory
Topics
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$1000 Invested In Bank of America 10 Years Ago Would Be Worth This Much Today
↗
January 19, 2026
Via
Benzinga
The 4.25% Anchor: Why Treasury Yields Stabilize as US Debt Hits 'Uncharted Territory'
January 19, 2026
As the calendar turns to mid-January 2026, a peculiar calm has settled over the bond market, even as the federal government’s balance sheet screams for attention. The 10-year Treasury yield, the...
Via
MarketMinute
Topics
Bonds
Economy
World Trade
Bank of America Beats Earnings But Shares Slide: Decoding the 2026 Market Malaise
January 19, 2026
In a week that has left many investors scratching their heads, Bank of America (NYSE: BAC) delivered a fourth-quarter earnings report that, on paper, should have sent shares soaring. On January 14,...
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MarketMinute
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Citigroup’s “Great Simplification” Faces Final Hurdles as Russia Exit and Earnings Reveal a Leaner Future
January 19, 2026
Citigroup (NYSE: C) reported its fourth-quarter and full-year 2025 financial results on January 14, 2026, marking a pivotal moment in CEO Jane Fraser’s multi-year effort to overhaul the once-unwieldy...
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Wells Fargo’s Post-Cap Reality Check: Why a 4.6% Slide Overshadowed Years of Strategic Progress
January 19, 2026
SAN FRANCISCO – On January 14, 2026, Wells Fargo (NYSE: WFC) investors experienced a jarring disconnect between long-term strategic success and short-term market expectations. Despite entering the year...
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MarketMinute
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Central Bank Under Siege: DOJ Investigation into Jerome Powell Shatters Markets
January 19, 2026
The financial world was rocked this week as the Department of Justice (DOJ) launched an unprecedented criminal investigation into Federal Reserve Chair Jerome Powell. The probe, which centers on...
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MarketMinute
Topics
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