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home
about us
Investment Approach
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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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Quarterly Performance Reports
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Back Dated Performance Reports
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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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 S&P 500 ETF Trust
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772.49
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Updated: 8:00 PM EDT, Aug 12, 2026
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Cathie Wood's ARK Shrugs Off AMD's Worst Day In Years And Buys The Dip: Are Retail Traders Aligned?
↗
February 05, 2026
Via
Stocktwits
Google Stock Erases After-Hours Gains: What's Rattling Investors?
↗
February 04, 2026
Google’s strong quarterly results were overshadowed by its significant spending plans.
Via
Stocktwits
Topics
Artificial Intelligence
Trump Says 'Not Much Doubt’ That Interest Rates Will Be Lowered
↗
February 04, 2026
Federal Reserve last week kept the benchmark rates unchanged during its first FOMC meeting of 2026.
Via
Stocktwits
Topics
Economy
Government
Partial Government Shutdown Bites As January US Employment, CPI numbers Rescheduled By BLS
↗
February 04, 2026
The reschedule comes as a partial government shutdown impacted various agencies including BLS that is responsible for giving out key macroeconomic data, like jobs report, CPI numbers among others.
Via
Stocktwits
Topics
ETFs
Immigration
Stocks
Trump Announces He Had An ‘Excellent’ Call With Chinese President Xi Jinping, Says He Will Travel To China In April
↗
February 04, 2026
In a post on Truth Social, the U.S. President stated that the call was “long and thorough,” and added that his relationship with President Xi is extremely good.
Via
Stocktwits
Topics
Artificial Intelligence
Government
Watch NVDA Stock Closely: China Comeback Hits Another Roadblock As US Weighs Tighter Curbs On H200 Chip Sales
↗
February 04, 2026
Via
Stocktwits
Dow, Nasdaq, S&P 500 Futures Extend Gains As AI Trade Stays Hot: Why PLTR, TER, NVDA, DIS, PYPL Are In Focus
↗
February 03, 2026
Via
Stocktwits
Topics
Artificial Intelligence
Stocks
Amazon, OpenAI In Talks To Customize AI Models To Power E-commerce Giant's Products Such As Alexa: Report
↗
February 04, 2026
Via
Stocktwits
Topics
Artificial Intelligence
Larry Fink Dismisses AI Bubble Concerns, Says China Winning Is The 'Greatest Risk' If Investments Don't Continue: Report
↗
February 04, 2026
In a chat with Reliance Industries CEO Mukesh Ambani, organized by Moneycontrol, Fink stated that it is necessary to rapidly expand AI opportunities.
Via
Stocktwits
Topics
Artificial Intelligence
All Eyes On Google Cloud: Alphabet Faces Its Azure Moment As Investors Brace For Q4 Earnings
↗
February 04, 2026
Analysts expect sales at Google Cloud to rise 35% in the December quarter.
Via
Stocktwits
Topics
Artificial Intelligence
Fiserv Stock Crashes To 10-Month Low, But Retail Isn’t Throwing In The Towel Yet
↗
February 04, 2026
A brutal selloff, slashed forecasts, and shaken trust collide as traders debate whether FISV has finally hit rock bottom.
Via
Stocktwits
Topics
Government
Why Is Nvidia Stock Down In Premarket?
↗
February 02, 2026
Via
Stocktwits
Oracle Analyst Forecasts 30K Layoffs, Divestiture As Cloud Co Looks To Ease Debt Concerns
↗
February 02, 2026
Via
Stocktwits
Topics
Workforce
SoFi Stock Logged Its Worst Week Since April As Valuation Debate Overshadowed Earnings
↗
February 02, 2026
Via
Stocktwits
Darden Restaurants To Permanently Close Bahama Breeze Chain — How Did DRI Stock React?
↗
February 04, 2026
Bahama Breeze closures have spurred investor optimism as Darden’s focus on margin growth gains prominence.
Via
Stocktwits
Topics
Economy
Dow, S&P 500 Futures Steady After Tech Rout And Iran Tensions: Why SMCI, AMD, NVDA, NVO, PYPL Are On Traders’ Radar Today
↗
February 04, 2026
Via
Stocktwits
Topics
Stocks
Nvidia-OpenAI Friction Fading? AI Chipmaker Reportedly Nears $20B Investment In OpenAI Fundraise
↗
February 03, 2026
Reports over the past days said a $100-billion Nvidia-OpenAI partnership, announced in September, had stalled.
Via
Stocktwits
Topics
Artificial Intelligence
What Drove US Indices Down Today?
↗
February 03, 2026
Investors dumped technology stocks as they move to safer assets like Gold and Silver that rose today.
Via
Stocktwits
Topics
Artificial Intelligence
ETFs
Stocks
US Government Shutdown Ends As House Approves Funding Bill: Report
↗
February 03, 2026
According to NBC, the House approved a funding package in a 217-214 vote on Tuesday, effectively ending the brief government shutdown.
Via
Stocktwits
Topics
Government
Wharton's Jeremy Siegel Believes Kevin Warsh As Fed Chair Is Good News For Wall Street – But Trump Tariffs Remain A Wildcard
↗
February 03, 2026
Via
Stocktwits
Topics
Economy
Government
Nvidia Stock Climbs Premarket: Investors Are Locked In Amid Buzz Of OpenAI Deal Friction
↗
February 03, 2026
NVDA rebounds nearly 1% in premarket after an almost 3% drop the previous day.
Via
Stocktwits
Topics
Artificial Intelligence
Nasdaq, S&P 500 Futures Edge Higher Ahead Of Earnings Rush: Why PLTR, AMZN, TSLA, WULF Are On Traders' Radar Today
↗
February 03, 2026
Retail sentiment on major ETFs such as SPY and QQQ remains mixed on Stocktwits.
Via
Stocktwits
Topics
Artificial Intelligence
ETFs
Government
Axon Stock Pops After Trump Administration Moves To Deploy Body Cameras In Minneapolis
↗
February 03, 2026
Last month, two people were shot in Minneapolis following U.S. President Donald Trump’s immigration crackdown, which had pushed the government to deploy body cameras for officers.
Via
Stocktwits
Topics
Artificial Intelligence
Government
Immigration
‘Too Late’ For Oracle, Warns Michael Burry As ORCL Stock Down Over 50% From September Peak
↗
February 03, 2026
“The Big Short” investor says Oracle didn’t need the Cerner acquisition or its massive AI infrastructure push.
Via
Stocktwits
Topics
Artificial Intelligence
HOOD Stock Catches A Break: Cathie Wood's ARK Boosts Stake, Mizuho Sees More Upside
↗
February 02, 2026
Robinhood’s shares have been trading below $100 for the last two sessions, failing to get a lift from several factors, including receiving a key role for Trump accounts and the SpaceX IPO offering.
Via
Stocktwits
Topics
ETFs
Government
Initial Public Offering
Is Nvidia’s $100B Deal With OpenAI Stalled? Altman, Huang And Oracle Try To Calm Market Jitters
↗
February 02, 2026
Reports that Nvidia was rethinking its massive AI infrastructure deal with OpenAI triggered sharp drops in NVDA and ORCL stocks.
Via
Stocktwits
Topics
Artificial Intelligence
FSC Wealth Advisors Sells $6 Million of First Trust Enhanced Short Maturity ETF
↗
February 02, 2026
First Trust Enhanced Short Maturity ETF seeks income and capital preservation with a diversified mix of short-term debt securities.
Via
The Motley Fool
Topics
Bonds
ETFs
Regulatory Compliance
US and India Agree Trade Deal – Here Are The Details
↗
February 02, 2026
Trump said India commits to buying more American products in addition to over $500 billion to buy U.S. energy, technology, agriculture and other products.
Via
Stocktwits
Topics
Government
World Trade
Why Crypto Is Crashing Has More To Do With Gold Than Binance Or ETFs, Raoul Pal Says
↗
February 02, 2026
He stated that U.S. liquidity had also been constrained by the two government shutdowns and by inflows into the U.S. Treasury, which had nowhere to go.
Via
Stocktwits
Topics
ETFs
Economy
Microsoft Falls Out Of The $3 Trillion Club After Logging Its Worst Month In Over A Decade – Analysts Are Still Bullish
↗
February 02, 2026
MSFT was the worst-performing Mag7 stock in January.
Via
Stocktwits
Topics
Artificial Intelligence
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