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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
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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
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TAF sm Program
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Back Dated Performance Reports
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TAV Program
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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
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Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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Event Schedule
Total Asset Fund (TAF sm) Presentation
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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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Vanguard S&P 500 ETF
(NY:
VOO
)
597.55
+16.62 (+2.86%)
Official Closing Price
Updated: 8:00 PM EDT, Mar 31, 2026
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This Analyst Expects Tesla Q3 Deliveries To Fall Below Consensus Estimates: Retail Sees Rally To $400 After Next Earnings
↗
September 10, 2025
Via
Stocktwits
One Surprise Inflation Number Could Change The Fed's Next Move
↗
September 10, 2025
PPI Surprise Boosts Cut Hopes: August PPI declined 0.1%, strengthening expectations for rate cuts. Economists forecast a potentially stickier inflation picture with CPI on deck.
Via
Benzinga
Topics
Economy
Producer Inflation Tumbles–And Wall Street Sets New Record Highs
↗
September 10, 2025
U.S. producer inflation drops in August, fueling hopes for Fed rate cuts as Wall Street reaches new highs. Pre-market trading shows S&P 500, Nasdaq 100 set for record highs.
Via
Benzinga
Topics
Economy
Stocks
Palantir Partners With UK’s Hadean For Defense Simulation
↗
September 10, 2025
Via
Stocktwits
The S&P 500 Has Reached an All-Time High: Should You Invest Now or Wait for a Correction?
↗
September 10, 2025
Investing for the long term has a history of working, no matter when you start.
Via
The Motley Fool
Topics
Economy
Stocks
Apple Stock Slips After iPhone 17 Launch, But Retail Goes Contrarian
↗
September 09, 2025
Via
Stocktwits
Apple Unveils AirPods Pro 3, New Watches With Smarter Health Tech
↗
September 09, 2025
Via
Stocktwits
Gary Black Expects Tesla Q3 Deliveries To Exceed Wall Street Estimates But Sees Full-Year Numbers Slip: Retail’s Divided On Stock Performance
↗
September 09, 2025
Via
Stocktwits
Apple iPhone 17 Event Today: What To Expect And Where To Watch ‘Awe Dropping’ Launch
↗
September 09, 2025
Apple is expected to launch a slew of new iPhone and Apple Watch devices, new AirPods, and more at its annual event on Tuesday.
Via
Stocktwits
The Unyielding Enigma of GameStop: Retail Mania Meets Market Fundamentals
September 09, 2025
GameStop (NYSE: GME) continues to defy conventional market logic, its stock price oscillating wildly in a dance between its struggling brick-and-mortar fundamentals and the unwavering fervor of its...
Via
MarketMinute
Topics
Lawsuit
Billions Exit SPY, Yet The S&P 500 Party Goes On: What's Happening?
↗
September 09, 2025
SPY saw $2B in outflows as VOO and IVV gained. But faith in the S&P 500 is not fading, teaching us an important lesson in investor behavior.
Via
Benzinga
Topics
Stocks
Trump Slams Fed After Historic Jobs Revision—Is It 'Too Late' To Fix It?
↗
September 09, 2025
Trump slams the Fed as outdated and behind the curve after a historic 911,000-job revision—Wall Street hits new highs anyway.
Via
Benzinga
Topics
Economy
Government
Tesla’s Market Share Reportedly Slides In August To Lowest Since 2017 – Here’s What Happened
↗
September 08, 2025
Via
Stocktwits
Tesla Proposes Whopping $1 Trillion Pay Package For CEO Elon Musk
↗
September 05, 2025
Via
Stocktwits
Wall Street Rebounds After Jobs Revision Shock, UnitedHealth Rallies: What's Moving Markets Tuesday?
↗
September 09, 2025
Investors were initially caught off guard Tuesday by a sweeping revision to U.S.
Via
Benzinga
Nearly 1 Million Jobs Disappeared—And No One Noticed Until Now
↗
September 09, 2025
The BLS cut 911,000 jobs from its 2024–2025 totals in the biggest payroll revision ever, raising doubts about the labor market's strength.
Via
Benzinga
Why Robinhood Markets' Shares Jumped 15% on Monday
↗
September 09, 2025
Billions in buying pressure have come to Robinhood stock after it was announced the stock will be included in the S&P 500.
Via
The Motley Fool
Topics
Stocks
Gold Hits $3,650, Robinhood Spikes 15% On S&P 500 Inclusion: What's Moving Markets Monday?
↗
September 08, 2025
U.S. stocks edged higher Monday as investors positioned for a busy week of economic reports leading up to next week's Federal Reserve meeting. HOOD shares are climbing. Check the market position here.
Via
Benzinga
Topics
Economy
Stocks
Forget the Lottery: Smart Investors Put Their Money Here Instead
↗
September 08, 2025
Skip the lottery ticket and buy this smart investment instead.
Via
The Motley Fool
Topics
ETFs
Don't Make This 1 Costly 401(k) or IRA Withdrawal Mistake
↗
September 08, 2025
Saving for retirement is complicated, and this IRS rule is pretty important.
Via
The Motley Fool
Topics
Retirement
Why Take a 1-in-292,000,000 Shot? Is Investing the Safer Jackpot?
↗
September 08, 2025
The idea of hitting the lottery is enticing, but the chances of winning are so slim that your money is probably best used elsewhere.
Via
The Motley Fool
Topics
ETFs
These ETFs Track Congressional Stock Trades for Democrats and Republicans. Time to Buy?
↗
September 07, 2025
These funds are great if you want to buy and sell what members of Congress are buying and selling.
Via
The Motley Fool
Topics
ETFs
If You'd Invested $1,000 in the Vanguard S&P 500 ETF (VOO) 10 Years Ago, Here's How Much You'd Have Today
↗
September 06, 2025
The S&P 500 has produced historically strong returns over the past decade.
Via
The Motley Fool
Topics
ETFs
Stocks
Wall Street Retreats, Broadcom Rallies, Gold Smashes $3,600: What's Moving Markets Friday?
↗
September 05, 2025
A rather disappointing jobs report is challenging Wall Street's optimism over looming rate cuts, as labor market weakness stirs fresh concerns about the economy.
Via
Benzinga
Alphabet’s Cloud And YouTube Strength Draws Tigress Financial’s Praise: Retail Says Stock ‘Immune To Any Slowdown’
↗
September 05, 2025
Analyst Ivan Feinseth attributes the revision to the company’s accelerating momentum in artificial intelligence, cloud computing, and its digital video platform, YouTube.
Via
Stocktwits
Topics
Artificial Intelligence
Bad Jobs Data Just Dropped—And Wall Street Smells Rate Cuts Coming
↗
September 05, 2025
U.S. jobs nearly stalled in August, fueling Fed rate cut bets. Stocks and gold rise as Treasury yields tumble.
Via
Benzinga
Topics
Economy
If You'd Invested $1,000 in the Invesco QQQ Trust 10 Years Ago, Here's How Much You'd Have Today
↗
September 05, 2025
The Nasdaq has been a good place to invest. But you might be surprised at just how good.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
2 Vanguard ETFs to Buy With $100 and Hold Forever
↗
September 05, 2025
Dollar-cost averaging into these two Vanguard ETFs can help you build long-term wealth.
Via
The Motley Fool
Topics
ETFs
Wall Street Gains On Rate Cut Bets, GE Hits Record Highs: What's Moving Markets Thursday?
↗
September 04, 2025
Risk appetite returned to Wall Street on Thursday, as signs of labor market cooling in August cemented expectations that the Federal Reserve will begin cutting interest rates at its Sept. 17 meeting.
Via
Benzinga
Topics
Economy
Weak Jobs Cement Fed Rate Cuts–And Wall Street Eyes Records Again
↗
September 04, 2025
Markets re-enter bad-news-is-good-news mode as weak jobs data boosts bets on Fed rate cuts. S&P 500 nears record high.
Via
Benzinga
Topics
Economy
Stocks
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