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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
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
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
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Event Schedule
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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
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SPDR Dow Jones Industrial Average ETF
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Updated: 8:00 PM EST, Feb 9, 2026
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Trump Asks Fed Board To ‘Assume Control’ If Powell Continues To Refuse To Lower Rates
↗
August 01, 2025
Trump’s latest attack on the Fed Chair follows a status quo policy by the central bank in its July meeting.
Via
Stocktwits
Topics
Economy
Government
Nasdaq, S&P 500 Futures Slip Ahead Of July Jobs Data — Trump Tariffs, Mixed Big Tech Earnings Dent Sentiment
↗
August 01, 2025
On Thursday, stocks succumbed to concerns about tariffs and macroeconomic worries, which offset the optimism generated by solid quarterly results from Meta and Microsoft.
Via
Stocktwits
Topics
ETFs
Economy
Government
Meta, Microsoft Power Wall Street To New Records Despite Inflation Jump: What's Moving Markets Thursday?
↗
July 31, 2025
A post-earnings surge in Meta Platforms Inc. (NASDAQ:META) and Microsoft Corp.
Via
Benzinga
Topics
Economy
Trump’s Brazil Tariff Proposal Reportedly Draws Fire From Senate Democrats
↗
July 31, 2025
Senators are concerned that President Donald Trump’s tariffs on Brazil are being used to stop the prosecution of former Brazilian President Jair Bolsonaro.
Via
Stocktwits
Topics
Economy
Government
World Trade
El-Erian Questions Whether The Fed Should Stick To Its 2% Inflation Target
↗
July 31, 2025
Via
Stocktwits
Topics
Economy
Trump Ally Sues Powell, Other Fed Officials To Block ‘Closed Door’ FOMC Meeting
↗
July 24, 2025
Via
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Topics
Economy
Government
Lawsuit
S&P 500, Nasdaq Hit Fresh Record Highs – Here’s Why JPMorgan Says The Rally Isn’t Over
↗
July 24, 2025
Via
Stocktwits
Topics
Stocks
Nasdaq Futures Rise As Alphabet Earnings Offset Tesla Disappointment, But Wall Street Poised For Mixed Open
↗
July 24, 2025
Via
Stocktwits
Nasdaq Futures Spike As Meta, Microsoft Earnings Outweigh Hawkish Fed — Strategist Warns Of Potential ‘Summer Swoon’
↗
July 30, 2025
On Wednesday, the major averages closed on a mixed note, as traders were left unimpressed by the Fed's decision and Chair Powell’s comments at the press conference that followed the meeting.
Via
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Topics
ETFs
Economy
Government
Trump Hits Brazil With 40% Tariff Citing ‘National Security’ Concerns
↗
July 30, 2025
The White House said the tariff has been implemented to deal with recent policies, practices, and actions of the Brazilian government, which present a “national security” threat to the U.S.
Via
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Topics
Economy
Government
World Trade
Trump Ends De Minimis Tariff Loophole For Low-Cost Imports
↗
July 30, 2025
According to a statement by the White House, this executive order closes “the catastrophic loophole” that countries have been using to evade tariffs.
Via
Stocktwits
Topics
Economy
Government
World Trade
Trump Renews Fed Rate-Cut Pressure After Surprise 3% US GDP Jump
↗
July 30, 2025
According to preliminary government data released on Wednesday, inflation-adjusted GDP, which measures the value of goods and services produced in the U.S., increased an annualized 3%.
Via
Stocktwits
Topics
Economy
Government
S&P 500, Dow Jones Hit Another Record High On Trump’s Trade Deal Momentum, AI Action Plan
↗
July 23, 2025
Via
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Topics
Artificial Intelligence
Government
Stocks
EU-US Trade Pact Sees Progress Where Bloc May Accept 15% Tariff On Most Goods: Report
↗
July 23, 2025
Via
Stocktwits
Trump Announces 25% Tariff On India, ‘Plus A Penalty’ For Ties With Russia
↗
July 30, 2025
In a post on Truth Social, President Donald Trump called India’s tariffs “among the highest in the world” and criticized its purchases of Russian energy and military equipment.
Via
Stocktwits
Topics
ETFs
Economy
Government
Trump Asserts August 1 Deadline – 'It Stands Strong, And Will Not Be Extended'
↗
July 30, 2025
President Donald Trump’s comments come after Commerce Secretary Lutnick and other officials stated that the deadline was unlikely to shift, with no extension or grace periods planned beyond August 1.
Via
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Topics
Economy
Government
World Trade
US Stock Futures Hold Up As Traders Await Meta, Microsoft Earnings — Economists Discount Dovish Fed Ahead Of Rate Decision
↗
July 30, 2025
Investors may also keep an eye on any developments on the trade news front as President Donald Trump’s Aug. 1 tariff deadline draws closer.
Via
Stocktwits
Topics
ETFs
Economy
Government
Microsoft Q4 Preview: Can The Tech Giant Beat Forecasts For 10th Straight Quarter?
↗
July 29, 2025
Microsoft has beaten revenue and earnings per share estimates from analysts in the last nine straight quarters. Investors look for another beat and strength in AI and cloud.
Via
Benzinga
Topics
Artificial Intelligence
AMD Rises To 1-Year Highs, Crude Eyes $68: What's Moving Markets Tuesday?
↗
July 29, 2025
Risk appetite took a breather Tuesday, with major U.S. stock indices retreating modestly from record highs as investors braced for a pivotal stretch of earnings and macro events.
Via
Benzinga
US, China Agree To Extend Tariff Truce: Report
↗
July 29, 2025
This was the third round of talks between the U.S. and China, following previous rounds in Geneva in May and London in June.
Via
Stocktwits
Topics
Credit Cards
World Trade
Trump To Wrap Trade Talks By Friday, Massive Pharma Action Expected Within Weeks: Lutnick
↗
July 29, 2025
U.S. Commerce Secretary Howard Lutnick said Trump is likely to announce a new policy targeting drug manufacturing within the next two weeks, and pharmaceuticals not made in the U.S. could face...
Via
Stocktwits
Topics
Artificial Intelligence
Government
World Trade
S&P 500, Nasdaq Futures Tick Up As Traders Eye Tech Earnings, China Tariff Extension: Why This Analyst Sees A Bright 12-Month Outlook
↗
July 28, 2025
In the upcoming session, the spotlight is likely to be on the Federal Open Market Committee meeting that gets underway, the results of the Job Openings And Labor Turnover Survey, and the Conference...
Via
Stocktwits
Topics
ETFs
Economy
Government
Oil, Energy Stocks Rise, Dollar Rallies On US-EU Trade Deal: What's Moving Markets Monday?
↗
July 28, 2025
Wall Street opened the week slightly higher, led by gains in energy stocks, while the U.S. dollar posted its strongest performance in over two months, as markets reacted to the U.S.-EU trade deal...
Via
Benzinga
S&P 500, Nasdaq Futures Rise As Trump Clinches 'Biggest Trade Deal Ever' With EU: Traders Eye Fed Meet, Big Tech Earnings
↗
July 27, 2025
The week’s economic news flow is headlined by key catalysts, including the Federal Reserve rate-setting meeting, July non-farm payrolls report, and the June personal income and spending report.
Via
Stocktwits
Topics
ETFs
Economy
Government
US Stocks Hit New Highs As Magnificent Seven Reach $19 Trillion: What's Moving Markets Friday?
↗
July 25, 2025
Wall Street looked set to close the week on a high note, with large-cap benchmarks pushing higher in Friday's midday trading as optimism over corporate earnings and progress on global trade talks...
Via
Benzinga
Trump Says US-China Have ‘Confines of a Deal,’ Sees 50-50 Odds For EU Trade Agreement
↗
July 25, 2025
The President told reporters that U.S. and EU negotiators were working closely to strike a deal.
Via
Stocktwits
Topics
Economy
Government
Trump Says Meeting With Fed Chair Powell On Rates Was ‘Very Good’
↗
July 25, 2025
The President’s comments follow the Federal Reserve's release of a statement earlier on Friday, stating that it was “grateful” for the President’s encouragement to complete its renovations.
Via
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Economy
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Fed ‘Honored’ By Trump Visit, ‘Grateful’ For President’s Encouragement
↗
July 25, 2025
The central bank also stated that it remains committed to being careful stewards of the resources at its disposal as it completes the renovations to its headquarters.
Via
Stocktwits
Topics
Economy
Government
Mixed Earnings Won’t Stop S&P 500 Juggernaut: Stock Futures Rise, Strategist Sees Broader Rally With Easing Concentration Risk
↗
July 25, 2025
On Thursday, the major averages closed on a mixed note, with a fall in weekly jobless claims and some positive earnings reports helping the S&P 500 Index and the Nasdaq Composite to hit fresh highs.
Via
Stocktwits
Topics
ETFs
Stocks
Stocks Jump On Trump's Trade Deal Deluge Ahead Of Big Tech Earnings: What's Moving Markets Wednesday?
↗
July 23, 2025
A wave of U.S. trade deals with key allies over the past 24 hours reignited Wall Street's rally and boosted investor risk appetite across global markets.
Via
Benzinga
Topics
Government
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