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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
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Quarterly Performance Reports
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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
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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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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Treasuries
(TSX:
BRK
)
34.26
-0.52 (-1.50%)
Streaming Delayed Price
Updated: 3:59 PM EDT, Mar 27, 2026
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Warren Buffett Just Spent $3.9 Billion Investing in 10 Different Stocks. Here's the Best of the Bunch.
↗
September 01, 2025
Buffett's buy list expanded in 2025, but this name stands out from the group.
Via
The Motley Fool
Topics
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Regulatory Compliance
Warren Buffett Tells Investors Their Obituary Could Be A Key To Succeeding At Life
↗
September 01, 2025
Warren Buffett once told investors that their death could play a key role in how they should be living life today.
Via
Benzinga
Inside Warren Buffett's Decision to Keep Leading Berkshire Hathaway in His 90s
↗
August 31, 2025
Warren Buffett's retirement decision has sparked debates about his reasons for working past the typical retirement age and his current choice to step aside.
Via
Benzinga
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This Warren Buffett-Approved Investment Could Turn $300 Per Month Into $1 Million
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August 31, 2025
Warren Buffett has wowed investors with market-beating returns for nearly 60 years.
Via
The Motley Fool
Topics
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CSX CEO Highlights Importance Of Railroad Partnerships For Growth, Does Not Rule Out Merger As An Option
↗
August 27, 2025
Via
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'I Was Making Money Not Doing Anything,' Says Barstool Founder Dave Portnoy, Claiming He Can Now Pull In $5 Million A Week
↗
August 30, 2025
Via
Benzinga
Warren Buffett 'Won Everything' Playing Games With Sister Growing Up: Did His Monopoly Strategy Change With Investing?
↗
August 30, 2025
Warren Buffett played Monopoly with his sister as a kid. His sister recalls the investor winning every match using one strategy.
Via
Benzinga
Topics
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An Interviewer Regrets Not Giving $10,000 To Warren Buffett When They First Met—'I Think You'd Have A Little Over $15 Million Now'
↗
August 30, 2025
Via
Benzinga
Warren Buffett Turns 95: A Highlight For Ever Decade Of The Oracle Of Omaha's Life
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August 30, 2025
To celebrate Warren Buffett's 95th birthday, a look back at a highlight for every decade of his life including some of his best and worst investments.
Via
Benzinga
The Motley Fool Celebrates Warren Buffett on His 95th Birthday!
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August 30, 2025
Making the world smarter, happier, and richer is what it's all about.
Via
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1 Reason Berkshire Hathaway (BRK.B) Is One of the Best Financial Stocks You Can Buy Today
↗
August 30, 2025
Berkshire Hathaway CEO Warren Buffett just turned 95, and a big change is on the horizon for the company.
Via
The Motley Fool
Topics
Stocks
Warren Buffett Just Sold $4 Billion of Apple Stock. He Used $1.5 Billion of the Money to Buy This Beaten-Down Stock.
↗
August 30, 2025
The "Oracle of Omaha" swapped iPhones for insurance in the latest quarter.
Via
The Motley Fool
Want to Invest Like a Billionaire? Here's 1 Stock Warren Buffett Just Purchased.
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August 30, 2025
Warren Buffett likes to buy shares of well-run businesses when they look attractively priced, like Pool Corp. is today. But the next step he takes is more important.
Via
The Motley Fool
Topics
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Warren Buffett Said He Practices But Doesn't 'Advocate Extreme Frugality'—'Spending 105% Of Your Income Leads To All Kinds Of Problems'
↗
August 29, 2025
Via
Benzinga
Moody's Stock Nudges 8%—Warren Buffett Walks Away With $888 Million
↗
August 29, 2025
Warren Buffett's bet on Moody's Corp has earned him nearly $900 million this year, showing the power of patience and conviction in the stock market.
Via
Benzinga
As Warren Buffett Continues to Trim Apple Stake, Should Investors Be Worried?
↗
August 29, 2025
Berkshire has been selling, but Apple remains the conglomerate's crown jewel -- and the tech company's top-line growth rate has been accelerating in recent quarters.
Via
The Motley Fool
Here Are Billionaire Warren Buffett's 5 Biggest Stock Holdings
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August 29, 2025
The Oracle of Omaha has a highly concentrated stock portfolio.
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The Motley Fool
Is Newsmax Stock (NMAX) a Buy?
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August 29, 2025
The news about this stock's prospects might cause some investors to change the channel.
Via
The Motley Fool
If I Could Buy and Hold Only a Single Stock, This Would Be It
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August 29, 2025
Berkshire Hathaway's breadth, discipline, and fortress balance sheet make it the one stock I'd be comfortable owning for decades.
Via
The Motley Fool
What Stocks Are Billionaires Buying Right Now?
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August 29, 2025
Here's where the smart money is going.
Via
The Motley Fool
Warren Buffett Is Retiring in 4 Months, and His Successor May Sell This Core Holding Not Long Thereafter
↗
August 29, 2025
The Oracle of Omaha and successor Greg Abel share many investment ideals, including an insatiable desire for value stocks.
Via
The Motley Fool
1 Reason I'm Watching Occidental Petroleum Stock in 2025
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August 28, 2025
Occidental Petroleum's biggest investor could end up selling stock this year.
Via
The Motley Fool
Prediction: 2 Stocks That Will Be Worth More Than Berkshire Hathaway 10 Years From Now
↗
August 28, 2025
Berkshire Hathaway could soon have some company in the non-technology trillion-dollar club.
Via
The Motley Fool
Prediction: These 3 Stocks Will Be Worth More Than Tesla 10 Years From Now
↗
August 28, 2025
It's best to forget about comparing any company to Tesla, though. Just focus on compelling companies while evaluating their potential.
Via
The Motley Fool
12 Stocks Warren Buffett's Berkshire Hathaway Has Been Loading Up On in 2025
↗
August 28, 2025
Despite a few big stock sales, there have been a lot of additions to Berkshire's portfolio.
Via
The Motley Fool
Topics
Regulatory Compliance
Warren Buffett Says Buy This Index Fund, and Here's How It Could Turn $500 Per Month Into $1 Million
↗
August 28, 2025
Investing in an S&P 500 index fund is a tried-and-true way to build long-term wealth.
Via
The Motley Fool
Topics
ETFs
Stocks
Warren Buffett's Berkshire Hathaway Lifts Mitsubishi Stake Past 10% As Japan Trading House Bet Deepens
↗
August 28, 2025
Warren Buffett's Berkshire Hathaway Inc. has increased its stake in Japan's Mitsubishi Corp. to 10.23% from 9.74%.
Via
Benzinga
Warren Buffett's Berkshire Hathaway Trims Apple Stake, Again. What's the Deal?
↗
August 27, 2025
The massive conglomerate now has a cash hoard of $344 billion.
Via
The Motley Fool
Warren Buffett's Berkshire Hathaway Just Loaded Up on This Dividend King Stock. Is It a No-Brainer Buy?
↗
August 27, 2025
Warren Buffett's Berkshire Hathaway just made a big new bet on the housing sector.
Via
The Motley Fool
Topics
Supply Chain
As Warren Buffett Continues to Trim Apple Stake, Should Investors Be Worried?
↗
August 27, 2025
Apple now comprises 21% of Berkshire's closely monitored equity portfolio.
Via
The Motley Fool
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