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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
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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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Back Dated Performance Reports
Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
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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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly 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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RSVP-Signup Form
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International Business Machines
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These 3 Giant Tech Stocks Are Poised for Explosive Quantum Growth
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January 19, 2026
Via
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Is This $8 Billion Quantum Computing Stock Too Cheap to Ignore Now?
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January 19, 2026
Rigetti Computing is down more than 50% from its all-time high.
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Should You Forget IonQ and Buy These 2 Tech Stocks Instead?
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UiPath and IBM could be better bets.
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The Biggest Risk to Your Stock Portfolio Is Not Buying AI -- It's Buying the Wrong Kind of AI
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January 18, 2026
More than an AI presence is required for a tech business to prosper.
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The Mana Lab: Why Manifold Markets Is the Engine Room of the Global Forecasting Boom
January 18, 2026
As of January 18, 2026, the world of prediction markets is no longer a niche hobby for economists and crypto-enthusiasts—it is a multi-billion dollar information industry. While real-money giants like...
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3 Reasons to Buy IBM Stock Right Now
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January 17, 2026
AI, quantum computing, and a reliable dividend should be enticing to long-term investors.
Via
The Motley Fool
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Quantum Computing Could Be a $72 Billion Opportunity by 2035. Can IonQ Capture It?
↗
January 16, 2026
Dozens of companies, from small pure plays to tech megacaps, are attempting to make this promising new technology commercially viable.
Via
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Beyond the Silicon Ceiling: Quantum Computing Emerges as the Heir Apparent to the AI Investment Throne
January 16, 2026
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Via
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Why Rosenblatt Thinks Rigetti Computing Stock Can Soar 60% from Here
January 16, 2026
Rigetti Computing is a quantum computing stock that offers significant upside potential to shareholders, according to Rosenblatt Securities.
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Google’s Willow Chip Cracks the Quantum Code: A Five-Minute Computation That Would Outlast the Universe
January 16, 2026
As of mid-January 2026, the tech industry is still vibrating from the seismic shifts caused by Google’s latest quantum breakthrough. The unveiling of the "Willow" quantum processor has moved the...
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1 Services Stock to Target This Week and 2 That Underwhelm
January 15, 2026
Business services providers use their specialized expertise to help enterprises streamline operations and cut costs. These firms have helped their customers unlock huge efficiencies, so it’s no...
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The Wafer-Scale Revolution: Cerebras Systems Eyes Landmark 2026 IPO to Challenge NVIDIA’s AI Throne
January 15, 2026
As of January 15, 2026, the artificial intelligence landscape is bracing for its most significant structural shift since the debut of ChatGPT. Cerebras Systems, the Silicon Valley unicorn known for its...
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The Great Labor Stasis: US Jobless Claims Hit Two-Year Lows as Market Enters 'Strategic Hibernation'
January 15, 2026
On January 15, 2026, the U.S. Labor Department released data that surprised even the most cautious analysts, revealing that initial jobless claims dropped to their lowest level in two years. For the...
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Big Blue’s Renaissance: How IBM Reclaimed the Enterprise Throne in the AI Era
January 15, 2026
As of mid-January 2026, International Business Machines Corp. (IBM:NYSE) has completed a multi-year transformation that many analysts are calling the most significant corporate turnaround in the...
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Google’s Willow Chip: The 105-Qubit Breakthrough That Just Put Classical Supercomputing on Notice
January 15, 2026
In a definitive leap for the field of quantum information science, Alphabet Inc. (NASDAQ: GOOGL) has unveiled its latest quantum processor, "Willow," a 105-qubit machine that has effectively ended the...
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3 Overrated Stocks Walking a Fine Line
January 14, 2026
The stocks featured in this article have all approached their 52-week highs. When these price levels hit, it typically signals strong business execution, positive market sentiment, or significant...
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Daniel Yomtobian Discusses Brand-Building Opportunities Emerging from Pandemic Disruptions
January 14, 2026
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Press Release Distribution Service
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IonQ's Biggest Advantage in Quantum Computing Could Be Its Biggest Weakness
↗
January 14, 2026
IonQ's approach to quantum computing is different from that of its peers.
Via
The Motley Fool
Google’s AI Flood Forecasting Reaches 100-Country Milestone, Delivering Seven-Day Warnings to 700 Million People
January 14, 2026
Alphabet Inc. (NASDAQ: GOOGL) has reached a historic milestone in its mission to leverage artificial intelligence for climate resilience, announcing that its AI-powered flood forecasting system now...
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Texas Bolsters Semiconductor Sovereignty with $15.2 Million Grant for Tekscend Photomask Expansion
January 14, 2026
In a decisive move to fortify the domestic semiconductor supply chain, Texas Governor Greg Abbott announced today, January 14, 2026, a $15.2 million grant from the Texas Semiconductor Innovation Fund...
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The Efficiency Engine: 4.9% Productivity Surge Fuels Fed's 'Soft Landing' Dreams
January 14, 2026
The Bureau of Labor Statistics (BLS) reported on January 8, 2026, that nonfarm business sector productivity surged by a staggering 4.9% annualized rate in the third quarter of 2025. This efficiency...
Via
MarketMinute
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The Renaissance of Compute: A 2026 Deep Dive into AMD’s AI Transformation
January 14, 2026
Advanced Micro Devices, Inc. (Nasdaq: AMD) enters 2026 as a pivotal player in the "Great Decoupling" of the global supply chain and the rapid expansion of AI-driven compute. No longer just a component...
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Finterra
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IBM Q4 2025 Preview: The Renaissance of Big Blue in the Era of Agentic AI
January 14, 2026
As of today, January 14, 2026, International Business Machines Corp. (NYSE: IBM) has officially set the stage for its upcoming fourth-quarter and full-year 2025 financial results call. This...
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Finterra
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The Bitcoin Treasury King: A Deep-Dive Research Report on MicroStrategy (MSTR)
January 14, 2026
Today’s Date: January 14, 2026 Introduction MicroStrategy Incorporated (Nasdaq: MSTR) has evolved from a conventional enterprise software vendor into a unique financial phenomenon: the world’s first...
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Finterra
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The AMD Transformation: From x86 Underdog to AI Systems Architect
January 14, 2026
As of January 14, 2026, the semiconductor industry has reached a "Great Decoupling," shifting from a CPU-centric world to one dominated by massive AI infrastructure. At the heart of this transformation...
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Finterra
Topics
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Economy
Retirement
Privion Unveils Brand-Native AI Agents for Seamless Business Integration
January 14, 2026
Via
Press Release Distribution Service
Topics
Artificial Intelligence
Japan’s $6 Billion ‘Sovereign AI’ Gamble: A Bold Bid for Silicon and Software Independence
January 13, 2026
TOKYO — In a decisive move to reclaim its status as a global technology superpower, the Japanese government has officially greenlit a massive $6.34 billion (¥1 trillion) "Sovereign AI" initiative....
Via
TokenRing AI
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The High-Wire Act: Why Mega-Cap Tech’s 'Priced for Perfection' Valuations Face a Reckoning in 2026
January 13, 2026
As of January 13, 2026, the U.S. equity markets find themselves at a precarious summit. While the S&P 500 continues to hover near all-time highs, a sense of "valuation vertigo" has taken hold among...
Via
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Topics
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