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home
about us
Investment Approach
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Team Biographies
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
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Client Information
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
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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
EVENTS
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
MARKET RESEARCH
Featured Quarterly Newsletter
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International Business Machines
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Tesla To Rally More Than 16%? Here Are 10 Top Analyst Forecasts For Thursday
↗
October 23, 2025
Via
Benzinga
Wondering what's happening in today's S&P500 pre-market session?
↗
October 23, 2025
As we await the opening of the US market on Thursday, let's delve into the pre-market session and discover the S&P500 top gainers and losers shaping the early market sentiment.
Via
Chartmill
Jim Cramer Calls It 'Ironic' That IBM Slides Despite 'Most Advanced Quantum Product' As Trump-Linked Rivals IONQ, RGTI, QBTS Soar
↗
October 23, 2025
Jim Cramer calls quantum market "ironic" as IBM slides while rivals IONQ, RGTI, QBTS soar on Trump stake news despite high valuations.
Via
Benzinga
Topics
Government
Tesla, IBM, Molina Healthcare And Other Big Stocks Moving Lower In Thursday's Pre-Market Session
↗
October 23, 2025
Via
Benzinga
IBM Stock Plunges After-Hours Despite Q3 Revenue Beat, Guidance Hike: Analyst Says Buy Any ‘Knee-Jerk’ Weakness
↗
October 22, 2025
Via
Stocktwits
Dow Futures Edge Lower Amid Simmering US-China Trade Tensions: TSLA, IBM, IONQ, RGTI Among Stocks To Watch
↗
October 23, 2025
While Dow Jones futures were down by 0.06% at the time of writing, the S&P 500 futures rose 0.03%.
Via
Stocktwits
Topics
ETFs
Earnings
Government
Stock Market Today: Dow Jones, Nasdaq Futures Tumble Amid US-China Trade Tensions—Tesla, IBM, American Airlines In Focus
↗
October 23, 2025
U.S. stock futures were swinging on Thursday following Wednesday’s declines. Futures of major benchmark indices were lower.
Via
Benzinga
Topics
Stocks
Why LendingClub Shares Are Trading Higher By Around 13%; Here Are 20 Stocks Moving Premarket
↗
October 23, 2025
Via
Benzinga
Elon Musk Tips Hat To Sundar Pichai For Google's Latest Quantum Leap: 'Congrats'
↗
October 23, 2025
Google’s quantum algorithm, dubbed “Quantum Echoes,” was published in the Nature journal on Wednesday.
Via
Stocktwits
Topics
Government
2 of the Fastest-Growing Stocks on the Planet in 2026
↗
October 23, 2025
These innovative tech companies are building the future.
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Intellectual Property
Meet the Spectacular Vanguard ETF With 43.6% of Its Portfolio Invested in Nvidia, Apple, and Microsoft
↗
October 23, 2025
Information technology is routinely the fastest-growing sector in the S&P 500.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Stocks
Dow, Nasdaq 100 Futures Diverge As Traders Digest Earnings — Strategist Flags Risk Of First Correction Since April But Advises Seizing ‘Buying Opportunities’
↗
October 23, 2025
Earnings from IBM (IBM) and Tesla (TSLA) have largely disappointed investors.
Via
Stocktwits
Topics
ETFs
Economy
Government
IBM Q3 Deep Dive: AI and Hybrid Cloud Fuel Growth Amid Market Skepticism
October 23, 2025
Technology and consulting giant IBM (NYSE:IBM) beat Wall Street’s revenue expectations in Q3 CY2025, with sales up 9.1% year on year to $16.33 billion. Its non-GAAP profit of $2.65 per share was 8.3%...
Via
StockStory
Topics
Artificial Intelligence
Tesla, American Airlines And 3 Stocks To Watch Heading Into Thursday
↗
October 23, 2025
Stock futures mixed, focus on American Airlines, Tesla, Honeywell. IBM reports strong Q3, Ford to release results after closing bell.
Via
Benzinga
3 Small-Cap Stocks We’re Skeptical Of
October 23, 2025
Small-cap stocks can be incredibly lucrative investments because their lack of analyst coverage leads to frequent mispricings. However, these businesses (and their stock prices) often stay small...
Via
StockStory
Trump Administration Reportedly Exploring Taking Stakes In Quantum Computing Companies— IonQ, Rigetti And D-Wave Discussing Move
↗
October 22, 2025
The Trump administration is reportedly in talks to take equity stakes in U.S. quantum computing firms like IonQ, Rigetti, and D-Wave in exchange for federal funding, as part of a broader strategy of...
Via
Benzinga
Topics
Government
Tesla, IBM, Quantumscape, Lam Research And Nuburu: Why These 5 Stocks Are On Investors' Radars Today
↗
October 22, 2025
Major U.S. indices closed lower on Wednesday, with the Dow Jones Industrial Average down 0.7% at 46,590.41.
Via
Benzinga
Topics
Stocks
Daniel Yomtobian Discusses Brand-Building Opportunities Emerging From Pandemic Disruptions
October 22, 2025
Via
Press Release Distribution Service
Topics
Economy
Motley Fool Co-Founder Tom Gardner: The Quarterly Call
↗
October 22, 2025
In our second Quarterly Call, Motley Fool CEO and co-founder Tom Gardner talked about the current market and what to do about it. Tom also shared five investment ideas.
Via
The Motley Fool
Topics
Artificial Intelligence
IBM (NYSE:IBM) Posts Better-Than-Expected Sales In Q3
October 22, 2025
Technology and consulting giant IBM (NYSE:IBM) reported revenue ahead of Wall Street’s expectations in Q3 CY2025, with sales up 9.1% year on year to $16.33 billion. Its non-GAAP profit of $2.65 per...
Via
StockStory
Topics
Artificial Intelligence
12 Information Technology Stocks Moving In Wednesday's After-Market Session
↗
October 22, 2025
Via
Benzinga
What's going on in today's after hours session: S&P500 movers
↗
October 22, 2025
Discover the top S&P500 movers in Wednesday's after-hours session and stay informed about the post-market dynamics.
Via
Chartmill
Meta Realigns AI Ambitions: 600 Workers Cut in Strategic Overhaul for Global AI Race
October 22, 2025
MENLO PARK, CA – October 22, 2025 – Meta Platforms, Inc. (NASDAQ: META) has undertaken a significant restructuring within its artificial intelligence division, including the layoff of approximately 600...
Via
TokenRing AI
Topics
Artificial Intelligence
Workforce
Global Chip Race Intensifies: Governments Pour Billions into AI-Driven Semiconductor Resilience
October 22, 2025
The global landscape of artificial intelligence (AI) and advanced technology is currently undergoing a monumental shift, largely driven by an unprecedented "AI Supercycle" that has ignited a fierce,...
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Government
India Unveils Indigenous 7nm Processor Roadmap: A Pivotal Leap Towards Semiconductor Sovereignty and AI Acceleration
October 22, 2025
In a landmark announcement on October 18, 2025, Union Minister Ashwini Vaishnaw unveiled India's ambitious roadmap for the development of its indigenous 7-nanometer (nm) processor. This pivotal...
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Intellectual Property
IBM Stock Slips Despite Q3 Earnings Beat, Raised Guidance On Strong AI-Related Demand
↗
October 22, 2025
International Business Machines Corp (NYSE:IBM) reportes financial results for the third quarter after the market close on Wednesday.
Via
Benzinga
Topics
Earnings
IBM Stock Slides Despite Earnings Beat, Boost To Sales Forecast
↗
October 22, 2025
IBM stock fell despite an earnings report that beat expectations and positive commentary about AI demand for the Dow Industrial tech giant.
Via
Investor's Business Daily
Topics
Artificial Intelligence
Earnings
Stocks
The OpenSSL Corporation and the OpenSSL Foundation Celebrate the Success of the Inaugural OpenSSL Conference in Prague
October 22, 2025
Via
PRLog
Gold Drops After Blow-Off Top Signal; Netflix Disappoints; Tesla Earnings Ahead
↗
October 22, 2025
Gold Blow-Off Top Please click here for an enlarged chart of SPDR Gold Trust (NYSE:GLD).
Via
Benzinga
YouTube Unveils Groundbreaking AI Likeness Detection System to Combat Deepfakes and Empower Creators
October 22, 2025
SAN BRUNO, CA – October 22, 2025 – In a landmark move poised to redefine online content safety, YouTube (NASDAQ: GOOGL) has officially launched its advanced AI-powered likeness detection system....
Via
TokenRing AI
Topics
Artificial Intelligence
Intellectual Property
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