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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
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TAF sm Program
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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
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
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Event Schedule
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Event Schedule
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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
Featured Quarterly Newsletter
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Microsoft
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Updated: 4:00 PM EDT, Apr 17, 2026
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Arm Holdings Disrupts Semiconductor Market with Pivot to In-House Silicon
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The United States labor market displayed unexpected resilience in January 2026, adding 130,000 nonfarm payrolls and comfortably outpacing economist projections of a mere 75,000. This "upside shock"...
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The $3.7 Trillion Orchard: A Deep Dive into Apple’s AI-Driven Future (AAPL)
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Finterra
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Lawsuit
Bond Market Rollercoaster: 10-Year Treasury Yields Rebound to 4.43% as Inflation Fears Overtake Peace Optimism
March 31, 2026
The fixed-income market experienced a day of whiplash on March 31, 2026, as the 10-year Treasury yield underwent a dramatic "round-trip" movement. Early morning optimism surrounding a rumored peace...
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Nasdaq Enters Correction Territory Amid Iranian Conflict and Inflationary Warnings
March 31, 2026
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The Compression Crisis: Google’s ‘TurboQuant’ Breakthrough Wipes Billions from Micron and Memory Giants
March 31, 2026
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Western Digital (WDC): Navigating the Storage Supercycle and the 2026 Sector Sell-Off
March 31, 2026
Today’s Date: March 31, 2026 Introduction Western Digital Corporation (NASDAQ: WDC) currently stands at a historic crossroads. After decades of operating as a dual-threat giant in both the Hard Disk...
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Finterra
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The Platformization Pivot: Why CEO Nikesh Arora is Betting $10M on Palo Alto Networks’ Future
March 31, 2026
As of today, March 31, 2026, the cybersecurity landscape stands at a critical crossroads, and no company embodies this transformation more than Palo Alto Networks Inc. (NASDAQ: PANW). For the past two...
Via
Finterra
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The Copper Paradox: Record Prices Defy a 23-Year High in Global Inventories as AI Demand Reshapes the Market
March 31, 2026
The global copper market is currently grappling with a phenomenon that defies traditional economic logic. As of March 31, 2026, copper prices are trading at elevated levels near $12,220 per metric ton,...
Via
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Topics
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Is Microsoft Stock a Value Trap?
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March 31, 2026
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Via
The Motley Fool
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The AI Control Tower: A Deep Dive into ServiceNow’s (NOW) GenAI Evolution and 2026 Outlook
March 31, 2026
As of March 31, 2026, ServiceNow Inc. (NYSE: NOW) stands at a pivotal crossroads in the enterprise software landscape. Long regarded as the "plumbing" of the modern corporation, the Santa Clara-based...
Via
Finterra
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The $100 Billion Bet: A Deep Dive into Microsoft’s AI Infrastructure Era
March 31, 2026
Today’s date is March 31, 2026. In the pantheon of corporate history, few transitions have been as daring as the one currently being executed by Microsoft Corp. (NASDAQ: MSFT). Long the standard-bearer...
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The Phoenix of AI: Inside Nebius Group’s $27 Billion Meta Deal and the Rise of the European AI Factory
March 31, 2026
The landscape of global artificial intelligence infrastructure shifted permanently in March 2026. Nebius Group N.V. (NASDAQ: NBIS), a company that only eighteen months ago was navigating the complex...
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Finterra
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The $27 Billion AI Bet: Meta Platforms and the Future of Compute Capacity
March 31, 2026
As of March 31, 2026, Meta Platforms Inc. (NASDAQ: META) finds itself at a pivotal juncture, transitioning from a social media giant into an industrial-scale artificial intelligence powerhouse. While...
Via
Finterra
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Initial Public Offering
The Nervous System of AI: A Deep-Dive into Marvell Technology (MRVL) and the NVIDIA Alliance
March 31, 2026
As of March 31, 2026, the global semiconductor landscape has shifted from a race for raw compute power to a race for specialized efficiency. At the center of this transformation is Marvell Technology...
Via
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The $4 Trillion Titan: Inside NVIDIA’s Vera Rubin Era and the $2B Marvell Strategic Pivot
March 31, 2026
March 31, 2026 Introduction As of March 31, 2026, NVIDIA (NASDAQ: NVDA) stands not just as a semiconductor company, but as the central nervous system of the global economy. With a market capitalization...
Via
Finterra
Topics
Artificial Intelligence
Economy
Supply Chain
CoreWeave Stock: Beware of the Threat Lurking
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March 31, 2026
Sometimes, things are a little too obvious. CoreWeave's growth jumps out, but comes with a serious catch.
Via
The Motley Fool
Topics
Artificial Intelligence
Initial Public Offering
Jensen Huang Just Raised Nvidia's Order Outlook to $1 Trillion. Should You Buy the AI Stock -- or Has the Market Already Priced It in?
↗
March 31, 2026
Nvidia reportedly has an order book worth $1 trillion through 2027 -- up from $500 billion just a few months ago.
Via
The Motley Fool
Topics
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Earnings
Palantir Is Down 29% From Its High. Here's What Every Investor Needs to Know Right Now.
↗
March 31, 2026
Palantir has reported substantial revenue growth, but the stock has an even more substantial valuation.
Via
The Motley Fool
Topics
Artificial Intelligence
Here's What to Expect From West Pharmaceutical's Next Earnings Report
March 31, 2026
West Pharmaceutical is set to announce its first-quarter earnings soon, and Wall Street expects the company’s EPS to increase by double digits.
Via
Barchart.com
Topics
Artificial Intelligence
ETFs
What to Expect From Alphabet's Next Quarterly Earnings Report
March 31, 2026
Alphabet will release its first-quarter earnings soon, and analysts anticipate a low single-digit profit dip.
Via
Barchart.com
Topics
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ETFs
Earnings Preview: What to Expect From PulteGroup's Report
March 31, 2026
PulteGroup will release its first-quarter earnings next month, and analysts anticipate a double-digit profit dip.
Via
Barchart.com
Topics
Artificial Intelligence
ETFs
Dover Earnings Preview: What to Expect
March 31, 2026
Dover will release its first-quarter earnings next month, and analysts anticipate a low double-digit bottom-line growth.
Via
Barchart.com
Topics
Artificial Intelligence
ETFs
Stocks
1 Magnificent Growth Stock Down 32% That Smart Money Is Quietly Accumulating
↗
March 31, 2026
Microsoft has become a surprising bargain.
Via
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Topics
Artificial Intelligence
Insights Into Microsoft's Performance Versus Peers In Software Sector
↗
March 31, 2026
Via
Benzinga
This Is the Cheapest "Magnificent Seven" Stock Right Now. Is it a Value Play or Value Trap?
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March 31, 2026
The "Magnificent Seven" has struggled this year, pushing some of its stocks down to compelling valuations.
Via
The Motley Fool
Topics
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The Dow Jones Industrial Average Is in Correction Territory: 2 Historically Cheap Components That Make for No-Brainer Buys Right Now
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March 31, 2026
A 10% drawdown in Wall Street's iconic stock index means that bargains abound for patient investors.
Via
The Motley Fool
Topics
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Economy
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The Nasdaq Is Officially in a Correction. Here's What Investors Should Do, According to History.
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March 31, 2026
The stock market is trying to digest geopolitical tensions in the Middle East, which have created serious economic uncertainty.
Via
The Motley Fool
Topics
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