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home
about us
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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
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Featured Quarterly Newsletter
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NextEra Energy
(NY:
NEE
)
82.31
-0.13 (-0.16%)
Official Closing Price
Updated: 7:00 PM EDT, Sep 11, 2026
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Big Money Move: NextEra Energy Soars to Fund's Top Holding After $4 Million Buy, According to Recent Filing
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October 11, 2025
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Inflation's Shadow Lengthens: September CPI Ignites Fed Caution Amidst Government Shutdown
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Inflation's Stubborn Grip: September CPI Report Ignites Fed Caution Amidst Shutdown Shadows
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Utilities Sector Shines as Defensive Beacon Amidst US-China Tariff Storm
October 10, 2025
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Ameren's Steady Hand: 71-Cent Dividend Reinforces Utility Sector's Income Appeal
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Uranium Energy Corp Soars to Historic Highs Amidst Nuclear Renaissance and AI's Insatiable Energy Hunger
October 10, 2025
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Top Fund Rebalances Away from PPL Corporation: How Should Retail Investors React?
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Whale Watch: Major International Portfolio Manager Fully Exits SBA Communications Position
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October 10, 2025
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The Great Data Drought: Cyberattack Cripples US Economic Reporting, Plunging Markets into Unprecedented Uncertainty on October 10, 2025
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The financial world finds itself adrift on October 10, 2025, as a sophisticated and unprecedented cyberattack has crippled the United States' official economic reporting infrastructure, casting a long...
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Jamie Dimon's Dire Warnings: Navigating the Treacherous Economic Waters
October 10, 2025
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Portfolio Makeover: Utility Stock Trimmed by Large Institutional Manager. Is It Time to Sell?
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October 10, 2025
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NextEra Energy Is Betting on a Hybrid Growth and Utility Model. Here's What Investors Need to Know.
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October 10, 2025
There's a lot to like about this stock.
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American Electric Power Reinforces Investor Confidence with Consistent Dividend Payouts
October 09, 2025
American Electric Power (NASDAQ:AEP) continues to demonstrate its commitment to shareholder returns and financial stability, as evidenced by its recent declaration and payment of a regular quarterly...
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The Fed's Tightrope Walk: Persistent Inflation Meets a Softening Job Market as Rate Cuts Begin
October 09, 2025
Washington D.C., October 9, 2025 – The Federal Reserve finds itself navigating an increasingly complex economic landscape, attempting a delicate balancing act between taming stubbornly persistent...
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Nasdaq Stumbles from Record Highs: A Market Recalibration Amidst Shifting Sands
October 09, 2025
October 9, 2025 – The Nasdaq Composite (NASDAQ) has experienced a notable retreat from its recent all-time record highs, signaling a significant recalibration for financial markets. After surging to an...
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Dow Jones Takes a Tumble Amidst Government Shutdown Fears and Economic Headwinds
October 09, 2025
The Dow Jones Industrial Average (DJIA) experienced a notable slide today, October 9, 2025, as a confluence of a U.S. government shutdown, mounting economic concerns, and specific corporate...
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Federal Reserve Fractures on Future Path: A Divided Fed Navigates Economic Crosscurrents
October 09, 2025
Federal Reserve officials are grappling with a significant internal divide over the nation's economic outlook and the appropriate trajectory for interest rates, casting a shadow of uncertainty over...
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Renewable Energy Stocks Surge: A New Dawn for Clean Power in Financial Markets
October 09, 2025
The financial markets are witnessing a significant resurgence in renewable energy stocks, marking a pivotal shift in investment sentiment and energy market dynamics. As of late 2025, clean energy...
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Jamie Dimon Sounds Alarm: Geopolitical Tensions Threaten Major Market Correction and Commodity Chaos
October 09, 2025
Jamie Dimon, the influential CEO of JPMorgan Chase (NYSE: JPM), has issued a series of urgent warnings, painting a stark picture of significant market risks looming in the next few years. His primary...
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Investors Brace for Pullback as Short-Bias ETF Inflows Signal Growing Bearishness
October 09, 2025
A significant surge in capital flowing into short-bias Exchange-Traded Funds (ETFs) has sent a clear signal through the financial markets: investor sentiment is shifting towards caution and a potential...
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Market Giants Retreat: S&P 500 and Nasdaq Pull Back from Record Highs Amidst Economic Headwinds
October 09, 2025
The relentless ascent of the U.S. stock market has hit a significant speed bump, as both the S&P 500 and Nasdaq Composite have retreated from their recent record highs. This pullback, occurring after...
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The Looming Spectre: What Could Puncture the Stock Market's AI-Driven Bubble?
October 09, 2025
As October 2025 unfolds, a palpable tension hangs over global financial markets. Despite record highs in major indices like the Nasdaq 100 (NASDAQ: NDX) and the FTSE 100 (LSE: UKX), a growing chorus of...
Via
MarketMinute
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Jamie Dimon's Persistent Correction Call: A Jolt to Market Optimism?
October 09, 2025
Jamie Dimon, the influential CEO of JPMorgan Chase (NYSE: JPM), has once again sounded the alarm, warning of a potential "serious correction" in the U.S. stock market within the next six months to two...
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Top 2 Utilities Stocks That Are Ticking Portfolio Bombs
↗
October 09, 2025
Via
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Federal Reserve Navigates Rate Cuts Amidst Lingering Inflationary Shadows
October 08, 2025
The Federal Reserve has embarked on a delicate balancing act, initiating interest rate cuts in 2025 to bolster a softening labor market while grappling with persistent inflation concerns among some of...
Via
MarketMinute
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U.S. Government Shutdown Deepens Economic Uncertainty, Airports Face Mounting Strain
October 08, 2025
Washington D.C., October 8, 2025 – The U.S. federal government remains in the throes of a shutdown, now entering its second week, as lawmakers in Washington continue to grapple with a stalemate over...
Via
MarketMinute
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Federal Reserve Minutes: Awaiting Clarity on Monetary Policy Amidst Market Uncertainty
October 08, 2025
October 8, 2025 - The financial world stands poised, eyes fixed on the release of the latest Federal Reserve minutes from the September Federal Open Market Committee (FOMC) meeting. These eagerly...
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Tech Sector Tumbles, Snapping Market Streak Amid Oracle's Slide and AI Doubts
October 07, 2025
The S&P 500 Technology sector experienced a significant downturn today, October 7, 2025, acting as a major drag on the broader market and abruptly ending what had been a robust winning streak for major...
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MarketMinute
Topics
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