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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)
MVS Program
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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
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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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Apple
(NQ:
AAPL
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270.23
+6.83 (+2.59%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Apr 17, 2026
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Apple Stock Is Doing Something It Hasn't Done Since 2022. Should You Buy or Run?
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March 22, 2026
Apple shows a clear pattern over the last two decades.
Via
The Motley Fool
Atlas Energy Stock Jumps 39% YTD, but One Fund Cut Exposure by $15 Million Last Quarter
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March 22, 2026
Atlas Energy Solutions delivers proppant and logistics services to oil and gas producers in the Permian Basin region.
Via
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Why This Standout Vanguard Dividend ETF Is Better Poised for Growth Than You Think
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March 22, 2026
Dividend strategies aren't inconsistent with growth aspirations.
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VIG vs NOBL: Which Dividend ETF Should You Buy Now?
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March 22, 2026
Explore how each ETF’s unique sector focus and fee structure could impact your dividend strategy and long-term portfolio mix.
Via
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Traverse Bay Farms Shares 3 Easy Easter Dinner Recipes for Easter Weekend Meals
March 22, 2026
New Easter recipe ideas include Horseradish Mustard Deviled Eggs, Apple Bacon Blue Salad, and Tart Cherry Pickled Red Onions from Northern Michigan-based Traverse Bay Farms.
Via
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Apple's Best-Ever Mac Launch, Google's Gemini On Mac, Amazon's 'Transformer' Project And More: This Week In Appleverse
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March 22, 2026
Weekend tech and finance highlights saw Apple's new Mac launch break records, Google tests a Gemini AI app, and Amazon develops an AI-driven smartphone project.
Via
Benzinga
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Up 51% in 2 Years, Is This the Best Tech Stock to Buy Right Now?
↗
March 22, 2026
This pandemic darling is proving to the market that its best days might be ahead.
Via
The Motley Fool
Is Apple Stock Going to $500? Here's What Has to Happen.
↗
March 21, 2026
After an impressive 953% trailing-10-year total return, investors are ready to tackle the next milestone.
Via
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Before Retiring, Warren Buffett Left Investors With a $373 Billion Warning. Here's What History Says the Stock Market Will Do Next.
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March 21, 2026
Buffett's actions suggest that we could be knee-deep in investment opportunities soon.
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$1,000 in the VTI ETF Could Turn Into $1.39 Million. Here's the Math.
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March 21, 2026
All it takes is time and consistency.
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Could Qualcomm Stock Turn $1,000 Into $10,000 This Decade?
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March 21, 2026
The mobile chipmaker faces formidable near-term challenges.
Via
The Motley Fool
Topics
Artificial Intelligence
Meet the 5 "Magnificent Seven" Stocks That Are Brilliant Buys Now
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March 21, 2026
Several Magnificent Seven stocks are down from their highs.
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The Motley Fool
Topics
Artificial Intelligence
USA Best Book Awards Finalist What Love Leaves Behind Releases March 24
March 20, 2026
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PRLog
The Resurgence of the Inflationary Ghost: Energy Shocks and the "Higher for Longer" Reality
March 20, 2026
NEW YORK — The ghost of structural inflation has returned to haunt global markets, as a major military escalation in the Middle East has sent energy prices skyrocketing and shattered hopes for imminent...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Energy
Warren Buffett Bought 8 Million Shares of This Oil Giant and $100 Oil Proves Him Right
↗
March 20, 2026
Berkshire Hathaway quietly added to its Chevron stake before crude pushed back toward $100, and the timing is hard to ignore. The move highlights what Buffett has long favored in energy: durability,...
Via
The Motley Fool
Topics
Regulatory Compliance
Dell Technologies (DELL) Gains: Dell shares rise over 5% as computer hardware demand shows resilience amid tech volatility.
March 20, 2026
In a period marked by "violent internal restructuring" across the technology sector, Dell Technologies (NYSE: DELL) has emerged as a beacon of stability and growth. On March 20, 2026, shares of the...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Law Enforcement
Chip Sector Pressure: Intel and AMD Falter as 'Great Rotation' and New Rivals Reshape the Market
March 20, 2026
The semiconductor darlings of the AI era faced a harsh reality check on Friday, March 20, 2026, as Intel Corporation (NASDAQ:INTC) and Advanced Micro Devices, Inc. (NASDAQ:AMD) saw their stock prices...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Yield Curve Shockwave: 2-Year Treasury Hits 3.90% as Rate Cut Hopes Evaporate
March 20, 2026
The era of easy-money anticipation has met a violent end on Wall Street this week. On March 20, 2026, the yield on the 2-year U.S. Treasury note surged to a multi-month high of 3.90%, effectively...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Micron Technology Guidance Miss: AI-Powered Semiconductor Demand and the Capital Expenditure Crisis
March 20, 2026
The semiconductor industry’s high-stakes gamble on Artificial Intelligence (AI) faced a sobering reality check this week as Micron Technology (NASDAQ: MU) reported its fiscal second-quarter 2026...
Via
MarketMinute
Topics
Artificial Intelligence
Supply Chain
Energy Stocks Stand Alone as Brent Crude Tests $110 Amid Middle East Firestorm
March 20, 2026
In a dramatic decoupling from the broader markets, the energy sector has emerged as the solitary pillar of strength in the S&P 500 as of March 20, 2026. While the rest of the index grapples with a...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Energy
Curious about the most active S&P500 stocks in today's session?
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March 20, 2026
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Chartmill
Big Warning Sign? Ancora Advisors Just Dumped $129 Million in Sealed Air Stock
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March 20, 2026
Sealed Air provides packaging and automation solutions worldwide, serving food, e-commerce, and industrial markets with brands like CRYOVAC.
Via
The Motley Fool
Topics
Regulatory Compliance
Buyer’s Remorse: Why the Early-Week Market Rally Collapsed into a Flight for Safety
March 20, 2026
The promise of a mid-March market recovery vanished this week as a short-lived "relief rally" gave way to a wave of "buyer’s remorse," leaving investors scrambling for cover. What began on Monday as a...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
The Prosperity Paradox: Why 2026’s Robust Consumer Spending is Sending Wall Street Into a Tailspin
March 20, 2026
The American consumer has entered 2026 with an unexpected burst of resilience, defying years of restrictive monetary policy and geopolitical jitters. Recent data from the Department of Commerce reveals...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Amazon’s ‘Project Transformer’: Can AI and Satellites Finally Erase the Fire Phone’s Ghost?
March 20, 2026
Reports surfacing in early 2026 suggest that Amazon.com Inc. (NASDAQ: AMZN) is preparing a high-stakes return to the smartphone market, more than a decade after the catastrophic failure of its original...
Via
MarketMinute
Topics
Artificial Intelligence
Yields Ascendant: The 10-Year Treasury Hits 4.35%, Tightening the Screws on Households and Wall Street
March 20, 2026
The financial landscape shifted violently today, March 20, 2026, as the benchmark 10-year U.S. Treasury yield surged to 4.35%, its highest level in over a year. This aggressive breakout marks a...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Credit Cards
The $7 Trillion Witching Hour: Derivatives Avalanche Triggers Historic Volatility on Wall Street
March 20, 2026
NEW YORK — The financial markets are bracing for a "perfect storm" today, Friday, March 20, 2026, as the quarterly event known as "Quadruple Witching" collides with a precarious macroeconomic backdrop....
Via
MarketMinute
Topics
Artificial Intelligence
Derivatives
ETFs
The Great Inflation Pivot of 2026: Why the Fed is Now Considering an 'Unthinkable' April Hike
March 20, 2026
NEW YORK — In a dramatic reversal of the monetary narrative that has dominated global markets for over a year, investors are bracing for the possibility of a renewed tightening cycle. As of March 20,...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Energy
Technical Breakdown: S&P 500 Sinks Below 200-Day Average as Geopolitical Storm Clouds Overwhelm AI Euphoria
March 20, 2026
The long-standing resilience of the American equity market faced its most severe test in nearly a year this week. On March 19, 2026, the S&P 500 (INDEXSP: .INX) closed at 6,606, decisively breaking...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
Tech Giants Retreat as Meta Shares Slide 1.5% Amid Broader AI Valuation Reset
March 20, 2026
Shares of Meta Platforms Inc. (NASDAQ:META) declined by 1.5% during Friday's trading session on March 20, 2026, closing at approximately $624.50. The drop comes as part of a broader, multi-day retreat...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
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