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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
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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
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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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TAF
Event Schedule
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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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BlackRock
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Updated: 7:00 PM EDT, May 8, 2026
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Analysts See Over 100% Upside For BMNR As BlackRock And ARK Invest Buys
↗
February 15, 2026
Analysts projected over 100% upside for BitMine as BlackRock and ARK increased holdings, signaling strong institutional backing.
Via
Stocktwits
Topics
ETFs
Vanguard BND Offers Broader Bond Mix Than BlackRock's IEI
↗
February 15, 2026
These two fixed-income ETFs hold much more safer bonds compared to other funds, but which one will be right for you?
Via
The Motley Fool
Topics
Bonds
ETFs
How Does BlackRock's IGIB Bond ETF Compare to Vanguard's?
↗
February 15, 2026
These two bond ETFs offer higher-than-normal dividend yields, but investors should be aware of the unique factors of these types of funds.
Via
The Motley Fool
Topics
Bonds
ETFs
Interested in Bitcoin or Ethereum? These ETFs Offer Exposure to Digital Tokens
↗
February 14, 2026
Holding cryptocurrencies in crypto wallets can be risky. But by investing in crypto through these two ETFs, that risk can be reduced slightly.
Via
The Motley Fool
Topics
ETFs
World Trade
Crypto Stocks Attempt Rebound After Weak Session Amid Bitcoin’s Volatility
↗
February 12, 2026
Via
Stocktwits
IBIT vs. ETHA: Two Unique Approaches for Investing in Crypto
↗
February 14, 2026
Bitcoin and Ethereum had down years in 2025, but many investors are still optimistic about their long-term growth. These two ETFs may offer exposure to that potential growth.
Via
The Motley Fool
Topics
ETFs
World Trade
BLACKROCK TCP Deadline to Lead in Securities Fraud Lawsuit is April 6, 2026 - Contact Kaplan Fox
February 14, 2026
Search for the latest press releases from publicly traded companies, private corporations, non-profits and other public sector organizations.
Via
NewMediaWire
Topics
Fraud
Lawsuit
Regulatory Compliance
BLACKROCK TCP Deadline to Lead in Securities Fraud Lawsuit is April 6, 2026 - Contact Kaplan Fox
February 14, 2026
NEW YORK, NY - February 14, 2026 (NEWMEDIAWIRE) - Kaplan Fox & Kilsheimer LLP announces that a class action lawsuit has been filed against BlackRock TCP Capital Corp. (“BlackRock TCP” or the “Company”)...
Via
TheNewswire.com
Topics
Fraud
Lawsuit
Regulatory Compliance
3 Things Every Bitcoin Investor Needs to Know
↗
February 13, 2026
Anyone interested in this top digital asset must take the time to gain a better understanding.
Via
The Motley Fool
Topics
Bankruptcy
Economy
Treasury Yields Retreat to 4.06% as Cooling Inflation Sparks Tech-Led Rally
February 13, 2026
The U.S. bond market experienced a significant easing on February 13, 2026, as the benchmark 10-year Treasury yield slid to 4.06% following a highly anticipated Consumer Price Index (CPI) report. The...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Why BlackRock Just Took an 8.1% Stake in Archer Aviation Stock
↗
February 13, 2026
Is this eVTOL maker about to take off?
Via
The Motley Fool
Vanguard’s $11.6 Trillion Evolution: The 2026 ETF Playbook for the Modern Investor
February 13, 2026
As of February 13, 2026, Vanguard has cemented its position not just as a low-cost index provider, but as a dominant force in the evolution of active management and private market access. With global...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
ETFs
TCPC DEADLINE FOR LEADERSHIP is April 6, 2026 in a Securities Fraud Lawsuit against BlackRock TCP Capital Corp. (TCPC) - Contact Kaplan Fox
February 13, 2026
Search for the latest press releases from publicly traded companies, private corporations, non-profits and other public sector organizations.
Via
NewMediaWire
Topics
Fraud
Lawsuit
Regulatory Compliance
TCPC DEADLINE FOR LEADERSHIP is April 6, 2026 in a Securities Fraud Lawsuit against BlackRock TCP Capital Corp. (TCPC) - Contact Kaplan Fox
February 13, 2026
NEW YORK, NY - February 13, 2026 (NEWMEDIAWIRE) - Kaplan Fox & Kilsheimer LLP announces that a class action lawsuit has been filed against BlackRock TCP Capital Corp. (“BlackRock TCP” or the “Company”)...
Via
TheNewswire.com
Topics
Fraud
Lawsuit
Regulatory Compliance
BlackRock Increases BMNR Holdings By 165% As Cathie Wood's Ark Invest Adds $4.2M
↗
February 13, 2026
BitMine Immersion Technologies (NYSE:BMNR) rose 1.5% after BlackRock
Via
Benzinga
Nuveen to Acquire Schroders for $13.5 Billion, Forging $2.5 Trillion Asset Management Titan
February 12, 2026
In a move that has sent shockwaves through the global financial markets, the American investment giant Nuveen, the asset management arm of TIAA, announced today, February 12, 2026, a definitive...
Via
MarketMinute
Topics
Bonds
Retirement
BLACKROCK TCP DEADLINE: Investors Are Encouraged to Contact Kaplan Fox Before the Lead Plaintiff Deadline on April 6, 2026
February 12, 2026
Search for the latest press releases from publicly traded companies, private corporations, non-profits and other public sector organizations.
Via
NewMediaWire
Topics
Lawsuit
Regulatory Compliance
BLACKROCK TCP DEADLINE: Investors Are Encouraged to Contact Kaplan Fox Before the Lead Plaintiff Deadline on April 6, 2026
February 12, 2026
NEW YORK, NY - February 12, 2026 (NEWMEDIAWIRE) - Kaplan Fox & Kilsheimer LLP announces that a class action lawsuit has been filed against BlackRock TCP Capital Corp. (“BlackRock TCP” or the “Company”)...
Via
TheNewswire.com
Topics
Lawsuit
Regulatory Compliance
Nuveen to Acquire Schroders for $13.5 Billion, Creating a $2.5 Trillion Transatlantic Asset Management Titan
February 12, 2026
In a move that reshapes the global financial landscape, Nuveen, the investment management arm of TIAA, has announced a definitive agreement to acquire the storied British asset manager Schroders plc...
Via
MarketMinute
Verizon Communications (VZ): The 5G Dividend Titan at a Crossroad
February 12, 2026
As of February 12, 2026, Verizon Communications (NYSE: VZ) stands at a pivotal juncture in its multi-decade history. Long regarded as the "gold standard" of wireless reliability, the telecommunications...
Via
Finterra
Topics
Artificial Intelligence
The Un-carrier Ascendant: A 2026 Deep-Dive Research Feature on T-Mobile US (TMUS)
February 12, 2026
As of February 12, 2026, the American telecommunications landscape is defined by a paradox: the industry’s most aggressive disruptor has become its most profitable incumbent. T-Mobile US (NASDAQ: TMUS)...
Via
Finterra
Topics
Artificial Intelligence
The Intelligence Layer: A Deep Dive into Datadog’s (NASDAQ: DDOG) AI-Fueled Dominance
February 12, 2026
As of February 12, 2026, the global software landscape is no longer defined merely by cloud migration, but by the complex, resource-heavy demands of generative AI. At the center of this tectonic shift...
Via
Finterra
Topics
Artificial Intelligence
Economy
Initial Public Offering
The New Titan of Fiber: A Deep-Dive into Smurfit Westrock’s Post-Merger Ascendancy
February 12, 2026
In the global industrial landscape, few transformations have been as ambitious as the birth of Smurfit Westrock (NYSE: SW). Formed in July 2024 through the landmark merger of Europe’s Smurfit Kappa and...
Via
Finterra
Topics
Economy
Intellectual Property
The Clinical Crisis: A Deep-Dive Into ICON plc (ICLR) Amidst a Transformational Storm
February 12, 2026
Date: February 12, 2026 Introduction ICON plc (NASDAQ: ICLR) currently finds itself at a pivotal and precarious crossroads. As the world’s second-largest Clinical Research Organization (CRO), the...
Via
Finterra
Topics
Artificial Intelligence
Fraud
Lawsuit
The Bioelectronic Frontier: A Deep-Dive into NovoCure’s Multi-Indication Transformation
February 12, 2026
The following research article examines NovoCure Limited (NASDAQ: NVCR) through a deep-dive lens, focusing on its pioneering role in bioelectronic oncology and its current strategic pivot as of...
Via
Finterra
Topics
Initial Public Offering
Intellectual Property
Edge of Tomorrow: A Deep-Dive Research Report on Fastly, Inc. (FSLY)
February 12, 2026
Date: February 12, 2026 Introduction In the rapidly evolving landscape of the digital economy, speed is no longer just a luxury—it is the foundational currency of survival. As we move into 2026, the...
Via
Finterra
Topics
Artificial Intelligence
Economy
Initial Public Offering
Strategic Shift: Bitcoin Vaults to New Highs as U.S. Formalizes Strategic Reserve
February 11, 2026
The digital asset market has entered a new epoch this week as Bitcoin (BTC) shattered previous records, briefly touching the $150,000 milestone. This historic surge comes on the heels of a definitive...
Via
MarketMinute
Topics
ETFs
Economy
Regulatory Compliance
Why Is Baker Hughes Stock Rising Today?
↗
February 11, 2026
The oilfield contractor is working with advisers to study a possible divestment of the Waygate business, which could fetch around $1.5 billion, as per Bloomberg report.
Via
Stocktwits
Topics
Energy
BlackRock Makes Historic DeFi Move As Uniswap Deal Sends UNI 15%
↗
February 11, 2026
Uniswap (CRYPTO: UNI) spiked 15% after BlackRock
Via
Benzinga
Crypto Token UNI Jumps 14% - How Did BlackRock Drive The Rally?
↗
February 11, 2026
BlackRock disclosed that it has made a strategic investment in Uniswap and purchased an undisclosed amount of UNI.
Via
Stocktwits
Topics
Bonds
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