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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
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Quarterly Performance Reports
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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
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Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
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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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SPDR Dow Jones Industrial Average ETF
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501.22
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Updated: 8:00 PM EST, Feb 9, 2026
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Tech Stocks Eye Record Highs As Magnificent Seven Top $19.5 Trillion: What's Moving Markets Friday?
↗
August 08, 2025
Tech stocks staged a full rebound from last Friday's sell-off, with the Nasdaq 100 surging to 23,600 — just shy of the 23,700 all-time high set in late July, as the week’s strong sector earnings and...
Via
Benzinga
Trump Warns Ending Tariffs Now Would Trigger A ‘Great Depression’
↗
August 08, 2025
Via
Stocktwits
Topics
Government
Wall Street Eyes Strong Close To Week As Market Weathers Trump Tariffs, Mixed Earnings
↗
August 08, 2025
Via
Stocktwits
Topics
Government
Waller Reportedly Emerges As Frontrunner In Trump’s Hunt To Replace Powell As Fed Chair
↗
August 07, 2025
Via
Stocktwits
Topics
Economy
Government
Scott Bessent Says Fed Is Behind Curve, Trump’s Trade Reset Could Bring $300B In Tariffs
↗
August 07, 2025
Via
Stocktwits
Topics
Economy
Government
Trump Demands New Census, Says People Staying In US Illegally ‘Will Not Be Counted’
↗
August 07, 2025
Via
Stocktwits
Topics
Government
Neel Kashkari Joins Rate Cut Camp, Sees Two Cuts As ‘Appropriate’ In 2025
↗
August 06, 2025
Via
Stocktwits
Disney Stock Rises Ahead Of Earnings: What To Expect From Mouse House’s Q3 Print
↗
August 06, 2025
Via
Stocktwits
Apple Jumps, Eli Lilly Crashes On Worst Day In 25 Years: What's Moving Markets Thursday?
↗
August 07, 2025
U.S. equities slipped midday Thursday as corporate earnings and fresh tariff announcements from President Donald Trump drove divergent moves in heavyweight names.
Via
Benzinga
Topics
Government
World Trade
Lutnick Warns ‘Everything Is On the Table’ As US Weighs China Tariffs Over Russian Oil
↗
August 07, 2025
The Commerce Secretary’s remarks come after President Donald Trump imposed an additional 25% levy on India for its imports of Russian oil on Wednesday.
Via
Stocktwits
Topics
Government
World Trade
Trump Warns EU Of 35% Tariff, Confirms India Hike Within 24 Hours
↗
August 05, 2025
Via
Stocktwits
Topics
Government
Dow Jones, Nasdaq Futures Rise On Palantir Boost, Rate Cut Hopes — Trump Promises 'Many More Days Like This' In Stock Market
↗
August 05, 2025
Via
Stocktwits
Topics
Government
Stocks
Asian Economies Brace For Export Hit As US Tariff Effects Begin To Bite
↗
August 03, 2025
Via
Stocktwits
Nasdaq, S&P 500 Futures Climb Despite Trump Tariff Rollout — Spotlight On Jobs Data, Eli Lilly, Warner Bros. Earnings
↗
August 07, 2025
Via
Stocktwits
Topics
Government
Stocks
Wall Street Recovers, Apple Rallies 6% On $100-Billion Gov Manufacturing Investment: What's Moving Markets Wednesday?
↗
August 06, 2025
U.S. stocks rebounded sharply on Wednesday, fully erasing last Friday's losses, as upbeat corporate earnings and renewed investor optimism outweighed concerns over escalating trade tensions.
Via
Benzinga
Trump Advisers Urge Interim Fed Pick Ahead Of Jerome Powell Succession Decision
↗
August 06, 2025
People familiar with the matter said that such a move would allow Trump to avoid rushing a permanent nomination and preserve flexibility ahead of Fed Chair Jerome Powell’s term ending in May 2026.
Via
Stocktwits
Topics
Economy
Government
Trump’s Trade Plans Will Survive Even If Court Rules Against Tariffs, Says US Trade Representative
↗
August 01, 2025
Via
Stocktwits
Topics
Government
Trump Hits India With 25% Tariff Over Russian Oil – Warns Retaliation Will Trigger Further Action
↗
August 06, 2025
The executive order stated that if a foreign country retaliated against the U.S. in response to this action, Trump would “modify this order to ensure the efficacy of the action herein ordered.”
Via
Stocktwits
Topics
Government
World Trade
Stocks Drop As Trump Tariffs Fuel Inflation, Palantir Hits $400 Billion Value: What's Moving Market Tuesday?
↗
August 05, 2025
Stocks slipped Tuesday as fresh economic data reignited stagflation fears on Wall Street, overshadowing a blowout quarter from Palantir Technologies Inc.
Via
Benzinga
Topics
Economy
Government
Ray Dalio Warns Of Fiat Trust Breakdown, Says Gold Standard Return Is Possible
↗
August 05, 2025
According to Dalio, once people start to lose trust in the fiat system, a specific cause-and-effect reaction could occur that would result in linking money back to gold.
Via
Stocktwits
Topics
Government
Trump Has 4 Candidates to Replace Powell – Scott Bessent Isn't One Of Them
↗
August 05, 2025
During an interview with CNBC, he said the White House is likely to announce its decision on who will replace Federal Reserve Chair Jerome Powell soon.
Via
Stocktwits
Topics
Economy
Government
Wall Street Rebounds Ahead Of Palantir Earnings: What's Moving Markets Monday?
↗
August 04, 2025
U.S. stocks bounced back sharply Monday, recovering from Friday's sell-off triggered by renewed concerns over a weakening labor market.
Via
Benzinga
Elizabeth Warren Warns Of ‘Dangerous’ Consequences From Trump Firing BLS Head
↗
August 04, 2025
According to Senator Warren, most people have not absorbed how “dangerous” it may be to fire the head of the Bureau of Labor Statistics and what may happen once a replacement is hired.
Via
Stocktwits
Topics
Government
Trump Threatens India With ‘Substantially’ Higher Tariffs Over Russian Oil Resale Claims: ‘They Don’t Care How Many People In Ukraine Are Being Killed’
↗
August 04, 2025
Via
Stocktwits
Topics
Government
Switzerland Isn’t Giving Up On US Trade Deal—Even After Trump’s 39% Tariff
↗
August 04, 2025
The U.S. hit Switzerland with a 39% tariff rate last week after Trump’s August 1 deadline to strike a trade deal expired.
Via
Stocktwits
Topics
Economy
Government
World Trade
Moody's Chief Economist Warns US Economy On 'Precipice Of Recession' As Tariffs, Labor Shortages Trigger Market Selloff
↗
August 04, 2025
Economy on brink of recession, data shows contraction. Tariffs and immigration policy blamed. Fed expected to pivot.
Via
Benzinga
Topics
Economy
Immigration
Tom Lee Says Fed's About To Pivot As Goldman Warns Of Largest Jobs Revisions Since 1968: 'Supportive Of Higher PE'
↗
August 04, 2025
Tom Lee predicts a Federal Reserve policy pivot following Goldman Sachs' warning about historic job data revisions.
Via
Benzinga
Topics
Economy
S&P 500, Nasdaq Futures Point To Stronger Open After Friday’s Jobs Data Shock: Traders Eye Tariff Updates, Palantir Earnings
↗
August 03, 2025
President Donald Trump’s tariffs continue to remain an overhang, with the market eyeing the Aug. 7 timeline when the revised tariff rates announced last week would take effect.
Via
Stocktwits
Topics
ETFs
Economy
Government
Trump Orders Nuclear Sub Deployment After Medvedev’s 'Provocative' Remarks
↗
August 01, 2025
Deputy chairman of Russia’s Security Council, Dmitry Medvedev, made remarks Trump described as “foolish and inflammatory,” prompting the move as a precaution.
Via
Stocktwits
Topics
Government
Stocks Sell Off, Gold Rallies On Tariff Turmoil, Weak Jobs Data: What's Moving Markets Friday?
↗
August 01, 2025
It's a rough start to the new month for Wall Street, as major U.S. stock indices plunged by midday Friday, setting the stage for a negative weekly close.
Via
Benzinga
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