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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
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Updated: 4:00 PM EDT, Mar 16, 2026
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"Macro Friday" Showdown: Markets Brace for Inflation-Growth Collision as Shutdown Backlog Clears
February 17, 2026
NEW YORK — Wall Street is battening down the hatches for what traders are calling "Macro Friday." On February 20, 2026, the Bureau of Economic Analysis is set to release a rare, high-stakes "data...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
The Great Yield Hunt: Why Wall Street Is Dumping Tech Titans for the ‘Old Economy’ in 2026
February 17, 2026
NEW YORK — As of February 17, 2026, the long-reigning kings of Silicon Valley are facing a cold front on Wall Street. In a dramatic reversal of the trends that defined the early 2020s, the "Mega Cap 8"...
Via
MarketMinute
Topics
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Roku’s ‘Profit Shock’: Streaming Pioneer Defies Skeptics with First GAAP Profit in Five Years
February 17, 2026
The streaming landscape shifted decisively this week as Roku, Inc. (Nasdaq: ROKU) stunned Wall Street with its fiscal year 2025 earnings report, proving that the "gatekeeper of the living room" can...
Via
MarketMinute
Topics
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Workforce
Media Titan at the Crossroads: Warner Bros. Discovery Reopens Bidding War as Netflix and Paramount Clash
February 17, 2026
In a move that has sent shockwaves through the global media landscape, Warner Bros. Discovery (NASDAQ:WBD) confirmed late yesterday, February 16, 2026, that it has officially reopened its doors to...
Via
MarketMinute
Topics
Economy
Intellectual Property
Workforce
The 'AI Profit Gap' Reality Check: Why UBS Is Calling Time on the Tech Bull Run
February 17, 2026
NEW YORK — The era of unchecked optimism for Silicon Valley’s artificial intelligence ambitions faced its sternest test this week. UBS Global Wealth Management has officially downgraded the U.S....
Via
MarketMinute
Topics
Artificial Intelligence
10-Year Treasury Yield Slide: Fixed Income Impact on Equities
February 17, 2026
The financial markets are currently witnessing a dramatic recalibration as the 10-Year Treasury yield experiences a sharp descent, falling from a February peak of 4.276% to a mid-month range of 4.03%...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Nasdaq's Five-Week Slump: Analyzing the Technical Damage
February 17, 2026
The tech-heavy Nasdaq Composite has just endured its most grueling stretch in years, closing out a fifth consecutive week of losses on February 13, 2026. This downward spiral, which has wiped trillions...
Via
MarketMinute
Topics
Artificial Intelligence
Stocks
Gold Surges Past $5,000 as Volatility Hedging Spikes
February 17, 2026
In a historic realignment of global financial markets, the price of gold has shattered the psychological $5,000 per ounce barrier, marking a monumental shift in investor sentiment. As of mid-February...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
The AI Reality Check: A Deep-Dive Into Microsoft’s $100 Billion Infrastructure Bet
February 17, 2026
As of February 17, 2026, Microsoft Corp. (NASDAQ: MSFT) stands as the undisputed bellwether for the artificial intelligence (AI) era. After a decade-long transformation under CEO Satya Nadella, the...
Via
Finterra
Topics
Artificial Intelligence
Economy
Nvidia Earnings: The Ultimate Test for the AI Trade
February 17, 2026
As the sun rises over Silicon Valley on February 17, 2026, the financial world is bracing for what many are calling the most consequential earnings report in the history of the semiconductor industry....
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Energy
Investment Manager Sheds $10.6 Million VFC Shares, According to Recent SEC Filing
↗
February 17, 2026
V.F. Corporation is a global leader in branded lifestyle apparel and footwear, with iconic names like The North Face, Vans, and Timberland.
Via
The Motley Fool
Topics
Regulatory Compliance
US Equity Futures Rebound After AI-Driven Selloff
February 17, 2026
U.S. equity futures edged higher on Tuesday morning, February 17, 2026, as investors attempted to break a period of intense volatility that has rattled the technology sector. S&P 500 (INDEXSP: .INX)...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
Subscription Prices Are Going Up Again
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February 17, 2026
And that may be the norm for the foreseeable future.
Via
The Motley Fool
Topics
Artificial Intelligence
Shopify's Whiplash Day
↗
February 17, 2026
It looked like Shopify's stock was headed for a great day when it reported earnings, only for the stock to give up all its gains and then some when management started talking on the conference call.
Via
The Motley Fool
6 Stock Ideas for the Next 5 Years
↗
February 17, 2026
Listen in as Motley Fool co-founder Tom Gardner and Chief Investment Officer Andy Cross talk about stocks!
Via
The Motley Fool
Topics
Artificial Intelligence
AI Capital Expenditure (Capex) Is Off the Charts: Who Stands to Lose?
↗
February 17, 2026
Big tech spending on equipment and AI appears to be close to $400 billion over the four quarters. Are there losers outside the free-spending tech titans?
Via
The Motley Fool
Topics
Artificial Intelligence
Fraud
Big Tech's $650 Billion Bet on AI
↗
February 17, 2026
What's a few hundred billion dollars in capex spending among friends?
Via
The Motley Fool
Topics
Artificial Intelligence
Should You Buy D-Wave Quantum Stock Before Earnings?
↗
February 17, 2026
A strong earnings report may not be enough for D-Wave to bounce back.
Via
The Motley Fool
Topics
Artificial Intelligence
Where Will Nvidia Be in 1 Year?
↗
February 17, 2026
Nvidia will see monster growth in 2026 thanks to AI spending.
Via
The Motley Fool
Topics
Artificial Intelligence
Billionaire Bill Ackman Is Betting Big on AI -- and He Just Revealed a New $2 Billion Investment
↗
February 17, 2026
More than half of Pershing Square Capital Management's portfolio is now invested in high-profile artificial intelligence (AI) stocks.
Via
The Motley Fool
Topics
Artificial Intelligence
India's Adani Group To Invest $100 Billion In AI Data Centers Amid Strategic Partnership With Google, Microsoft
↗
February 17, 2026
India's Adani Group said on Tuesday it will invest $100 billion in the development of renewable energy-powered, AI-ready data centers by 2035.
Via
Benzinga
Topics
Artificial Intelligence
This 1 Underrated Factor Could Drive the Big Winner in the Robotaxi Race
↗
February 17, 2026
The nuts and bolts of autonomous driving could determine the first big winner of the robotaxi race.
Via
The Motley Fool
3 Stocks to Double Up on Right Now
↗
February 17, 2026
Several big-time stocks are down from their highs.
Via
The Motley Fool
Topics
Artificial Intelligence
Jim Cramer Says Google's Gemini Messes Up His Location Even As Jensen Huang Said It's 90% Correct: 'Will Grow More Confident As We Close The Gap'
↗
February 17, 2026
Jim Cramer cites Jensen Huang on AI's 90% accuracy but slams Google's Gemini for hallucinations. Can we trust AI with facts? Read more.
Via
Benzinga
Topics
Artificial Intelligence
2 Top Growth Stocks to Buy in the First Half of 2026
↗
February 17, 2026
Investors are unfairly punishing too many stocks as part of a right-pricing of AI-related names. That spells opportunity for you.
Via
The Motley Fool
Topics
Artificial Intelligence
Why Is Nvidia Stock Underperforming in 2026?
↗
February 17, 2026
Investors are worried about the sustainability of the AI boom and whether intensifying competition poses a threat.
Via
The Motley Fool
Topics
Artificial Intelligence
Amazon Stock Pressured As Anthropic, Pentagon Debate Over Military AI Use
↗
February 16, 2026
Amazon shares are on one of their worst runs, down eight straight sessions amid a tech selloff and concerns over its $200 billion capex plan.
Via
Stocktwits
Topics
Artificial Intelligence
AEHR's +25% Spike: Latest AI Hyperscaler Order Improves Outlook
↗
February 16, 2026
Via
MarketBeat
Topics
Artificial Intelligence
The Nvidia Anchor: How a Single Stock’s Friday Slump Sent the S&P 500 Reeling
February 16, 2026
On Friday, February 13, 2026, the fragility of a highly concentrated stock market was laid bare as a 2.2% decline in Nvidia (NASDAQ:NVDA) single-handedly erased gains across dozens of other sectors. As...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
Flight to Safety: Consumer Staples Hit Record Highs as AI Volatility Grips Wall Street
February 16, 2026
As of February 16, 2026, the narrative on Wall Street has undergone a startling transformation. The "growth-at-any-price" mentality that defined the early 2020s has been replaced by a resolute flight...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
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