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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
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Sample Portfolio
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
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Client Information
Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Event Schedule
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Event Schedule
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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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Apple
(NQ:
AAPL
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+0.92 (+0.29%)
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Updated: 4:00 PM EDT, Aug 7, 2026
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Η αγορά ενός αξιόπιστου φορητού υπολογιστή δεν χρειάζεται πλέον να συνοδεύεται από υψηλό κόστος. Τα Μεταχειρισμένα Laptop Περιστέρι αποτελούν μια εξαιρετικ
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Warren Buffett's Hand-Picked Successor, Greg Abel, Has 58% of Berkshire Hathaway's Portfolio Invested in Just 5 Dow Stocks. Here's My Top Pick for July.
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Any of these blue chip stocks would be solid long-term picks. One of them, however, is especially underestimated right now.
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ListenLinks Introduces a Faster, Smarter Music Smart Links Experience for Artists, Labels, Curators, and Independent Musicians
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Could Buying This Index Fund Today Make You Rich Over the Next 30 Years?
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The optimal strategy for long-term wealth creation should combine growth and defensive equities.
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Apple and Broadcom Forge a Decade-Long Silicon Fortress
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July 07, 2026
Apple and Broadcom extended their chip and wireless component partnership through 2031, covering Apple's Baltra AI server chips, sending Broadcom shares up roughly 6% and securing a stable revenue...
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Why Sonos (SONO) Stock Is Up Today
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What Happened? Shares of audio technology Sonos company (NASDAQ:SONO) jumped 2.5% in the afternoon session after the company renewed an exclusive sales repre...
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Apple Stock Is Trending: A Key Level Just Came into Play
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Apple shares are edging slightly lower Tuesday as big-cap tech names face a difficult session with the Nasdaq and the broader S&P 500 down.
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Warren Buffett Has Recommended 1 Investment for Decades -- but There's a Hidden Risk Many Investors Are Overlooking
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This key factor didn't exist when Buffett first gave the advice, but does that change its appeal?
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Apple Sales Seen Weathering Hardware Price Increases
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July 07, 2026
Apple has underappreciated price elasticity of demand that should allow it to weather recent hardware price increases. Apple stock rose.
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Why Vishay Intertechnology (VSH) Shares Are Plunging Today
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Walmart, Apple And Nike May Be Agentic AI's First Winners. Grocery May Be The First Loser
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July 07, 2026
JPMorgan says Walmart, Apple and Nike are well positioned for agentic AI, while grocery retailers are up against automated shopping.
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Forget the iPhone. Apple's AI Story May Belong to Macs
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July 07, 2026
JPMorgan says Apple's Mac lineup—not the iPhone—could become its strongest AI growth driver as Edge AI reshapes the PC market.
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How Apple Can Actually Benefit From the Memory Supply Shortage
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July 07, 2026
Apple's strong financial position puts it in a great position to navigate challenges, including rising memory and storage costs.
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The Motley Fool
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How to Find Out If Your 401(k) Already Holds SpaceX Stock
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July 07, 2026
Over the next several years, more and more 401(k) accounts will likely have exposure to SpaceX.
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Apple, Meta, Alphabet And A Financial Stock On CNBC’s ‘Final Trades’
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July 07, 2026
Rob Sechan of NewEdge Wealth picked Meta Platforms, Stephen Weiss likes Alphabet and Jim Lebenthal chose Apollo Global.
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VOO vs. QQQ: Which Index Fund Is the Better Buy for Long-Term Investors?
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July 07, 2026
QQQ delivered better returns over the past five years, but also suffered a higher maximum drawdown. VOO offers lower fees and a higher dividend for more conservative investors.
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Inquiry Into Apple's Competitor Dynamics In Technology Hardware, Storage & Peripherals Industry
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July 07, 2026
In today's rapidly changing and highly competitive business world, it is imperative for investors and industry observers to carefully assess companies before making investment choices. In this article,...
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Apple Offered Big iPhone Discounts—Why Sales Still Fell In China
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Apple regains the No. 2 spot in China during the 618 festival, using steep iPhone 17 discounts to boost sales despite market drops.
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Is Apple Stock a Buy After Its Recent Pullback? Here's What History Suggests.
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July 07, 2026
Look for history to repeat itself with Apple's latest pullback.
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Is the SpaceX IPO Officially Overhyped?
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July 07, 2026
It all comes down to how you define overhyped.
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Should Investors Buy Microsoft Stock Instead of Apple Stock?
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July 07, 2026
Higher component prices are hurting these giant tech companies.
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Meet the Unstoppable Memory ETF With 74.7% of Its Portfolio Parked in Micron, Samsung, and SK Hynix
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This ETF launched in April, and it has already more than doubled.
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Supply Chain
Which Is the Better Long-Term Buy: iShares' Small-Cap IWM or Invesco's Tech-Heavy QQQ?
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July 06, 2026
QQQ has dominated the past decade, while IWM is still waiting for its turn. Here is how to decide which one belongs in your portfolio.
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