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home
about us
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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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
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
Featured Quarterly Newsletter
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Vanguard S&P 500 ETF
(NY:
VOO
)
597.55
+16.62 (+2.86%)
Official Closing Price
Updated: 8:00 PM EDT, Mar 31, 2026
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Wall Street Slips, Energy Stocks Surge On Oil Gains: What's Moving Markets Wednesday?
↗
September 24, 2025
Wall Street traded lower on Wednesday, extending the previous day's risk-off mood sparked by Federal Reserve Chair Jerome Powell's remarks
Via
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Microsoft Expands AI Arsenal With Anthropic’s Claude Models
↗
September 24, 2025
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The Fed May Cut Less Than You Think, And That Could Hit Stocks Hard: Oxford Economics
↗
September 24, 2025
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Circus Deploys Meta's Llama AI In Defense Robots
↗
September 24, 2025
Via
Stocktwits
Topics
Artificial Intelligence
Warren Buffett Says to Buy This Vanguard ETF. It Could Turn $1,000 per Month Into $264,000 in 10 Years.
↗
September 24, 2025
Investing with a simple and consistent approach can result in a fantastic outcome.
Via
The Motley Fool
Topics
ETFs
Economy
Elon Musk Justifies Newly Proposed $1T Pay Package, Says It's Not About ‘Compensation’
↗
September 23, 2025
Via
Stocktwits
Microsoft Reveals Cooling Breakthrough For AI Hardware: Here’s How It Works
↗
September 23, 2025
Via
Stocktwits
Topics
Artificial Intelligence
Wall Street Pauses For A Breather, Small Caps Soar: What's Moving Markets Tuesday?
↗
September 23, 2025
Wall Street paused on Tuesday after three straight sessions of strong gains that pushed major large-cap indices to fresh records.
Via
Benzinga
Goldman Warns: Enjoy The Market Calm While It Lasts—October Chaos Is Coming
↗
September 23, 2025
Goldman Sachs says the historic September rally could set markets up for turbulence in October as earnings and Fed events loom.
Via
Benzinga
Topics
Economy
Tesla Stock Rises Pre-Market After UBS Raises Q3 Delivery Estimate, Mizuho Hikes Price Target
↗
September 23, 2025
Via
Stocktwits
Tesla Stock Rallies After Piper Sandler Hikes Price Target – More Details Inside
↗
September 22, 2025
Via
Stocktwits
Satya Nadella Says Microsoft’s Wisconsin Hub ‘Will Deliver 10x’ Performance Of Fastest Supercomputer Today
↗
September 18, 2025
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Stocktwits
Is the Vanguard Russell 2000 ETF a Buy Now?
↗
September 23, 2025
Stocks with smaller caps are having their moment. That's great news for this Vanguard ETF.
Via
The Motley Fool
Topics
ETFs
Economy
4 Simple ETFs to Buy With $1,000 and Hold for a Lifetime
↗
September 23, 2025
These ETFs are a great way to start building a portfolio.
Via
The Motley Fool
Topics
ETFs
Wall Street Shakes Off September Curse With Biggest Rally In 15 Years
↗
September 22, 2025
Wall Street is staging a remarkable break from a long-standing September slump, as indexes post the strongest September gains since 2010.
Via
Benzinga
Stocks Extend Records, Gold Soars To $3,740: What's Moving Markets Monday?
↗
September 22, 2025
Wall Street is on track for its third straight day of gains, with major large-cap indices extending records as investors remain optimistic about corporate earnings and upcoming rate cuts.
Via
Benzinga
Applied Materials Stock Rallies Following An Upgrade From Morgan Stanley: Here’s The New Price Target
↗
September 22, 2025
Morgan Stanley raised its price target to $209, up from $172, reflecting increased confidence in Applied Materials’s exposure to memory and DRAM markets.
Via
Stocktwits
3 No-Brainer Warren Buffett Stocks to Buy Right Now -- Including Sirius XM Holdings and the Vanguard S&P 500 ETF
↗
September 22, 2025
If this super investor bought these stocks, they're probably worth a closer look.
Via
The Motley Fool
Topics
Stocks
Warren Buffett Says Buy 1 Vanguard Index Fund -- It Could Turn $500 Per Month Into $986,600
↗
September 22, 2025
Warren Buffett recommends owning an S&P 500 index fund; that investment strategy would have been profitable over any 15-year period since 1957.
Via
The Motley Fool
Topics
ETFs
Stocks
Is the Vanguard S&P 500 ETF (VOO) a Buy Now?
↗
September 22, 2025
It's hard to beat a low-fee, broad-market index fund for long-term growth.
Via
The Motley Fool
Topics
Bonds
ETFs
Stocks
2 Vanguard ETFs to Buy With $1,000 and Hold Forever
↗
September 22, 2025
Small daily gains (or losses) add up to shocking results over time. Here's the mathematical proof that boring really can be better.
Via
The Motley Fool
Topics
ETFs
How Investing Just $20 a Day Could Make You a Millionaire by Retirement
↗
September 21, 2025
The more you can invest, and the sooner, the more quickly you can achieve millionairehood.
Via
The Motley Fool
Topics
Retirement
Meet the Vanguard ETF That Can Turn $350 Per Month Into $1 Million With Minimal Risk
↗
September 20, 2025
This fund charges minimal fees while giving you access to the best stocks in the world, positioning you for great long-term growth.
Via
The Motley Fool
Topics
ETFs
Apple Gets $280 Price Target From JPMorgan Amid iPhone 17 Buzz: Retail Stays Optimistic
↗
September 19, 2025
JPMorgan now estimates that Apple will ship approximately 236 million iPhones in fiscal year 2026, representing a 2% year-over-year increase.
Via
Stocktwits
Wall Street Extends Gains, Apple Jumps To Highest Since February: What's Moving Markets Friday?
↗
September 19, 2025
Wall Street kept driving equity valuations higher on Friday, extending the momentum from Thursday when all major U.S. benchmarks closed at record highs following the Federal Reserve's rate cut.
Via
Benzinga
Topics
Economy
Broadcom and Oracle Just Catapulted the "Ten Titans" to 39% of the S&P 500. Here's What It Means for Your Investment Portfolio
↗
September 19, 2025
Broadcom and Oracle are crushing the S&P 500 and the "Magnificent Seven" in 2025.
Via
The Motley Fool
Topics
Artificial Intelligence
Stocks
Goldman Sachs Hikes Price Target On Tesla: Analyst’s Q3 Delivery Estimate Now Exceeds Consensus
↗
September 18, 2025
The analyst’s new price target of $395 still implies a downside of about 7% from Tesla stock’s closing price on Wednesday.
Via
Stocktwits
Small Caps Rally, Intel Rockets On Best Day Ever: What's Moving Markets Thursday?
↗
September 18, 2025
The Russell 2000, which tracks small caps, rallied on Thursday, outpacing large-cap benchmarks as investors piled into interest-rate-sensitive stocks a day after the Federal Reserve cut rates by 25...
Via
Benzinga
Topics
Economy
Aeries Technology Lands $8M Annual AI Deal: Retail Optimism Jumps
↗
September 18, 2025
On September 4, Aeries unveiled plans to scale its workforce across India and Mexico.
Via
Stocktwits
Topics
Artificial Intelligence
This Mortgage Boom Didn't Even Wait For The Fed To Say 'Cut'
↗
September 18, 2025
Mortgage applications skyrocketed nearly 30% as borrowers rushed to refinance ahead of the Fed's rate cut.
Via
Benzinga
Topics
Economy
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