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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
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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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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
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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
MARKET RESEARCH
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Microsoft
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411.22
+18.11 (+4.61%)
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Updated: 4:00 PM EDT, Apr 15, 2026
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Tech’s Titan Stands Firm: Apple Defies Market Slump as Investors Find a Technical Floor
March 27, 2026
In a week defined by heightened volatility and a broad retreat across the technology sector, Apple Inc. (NASDAQ:AAPL) has emerged as a rare beacon of stability. While the tech-heavy Nasdaq Composite...
Via
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Microsoft Shares Slide as AI 'Bill' Comes Due: Can $140 Billion in Spending Justify the Returns?
March 27, 2026
On March 27, 2026, shares of Microsoft Corp. (NASDAQ:MSFT) fell 3.4%, extending a challenging year for the tech giant as investor patience for its massive artificial intelligence (AI) investments...
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Amazon’s New AI Agent Sends Cybersecurity Stocks Into a Tailspin
March 27, 2026
The cybersecurity landscape faced a seismic shift this week as Amazon.com Inc. (NASDAQ:AMZN) unveiled its most advanced suite of autonomous AI security agents to date. These tools, which have evolved...
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The Mythos Meltdown: Anthropic’s New AI Giant Sends Cybersecurity Stocks Into a Tailspin
March 27, 2026
The global cybersecurity market faced a historic "flash crash" today, March 27, 2026, as investors reacted with alarm to the leaked capabilities of Anthropic’s latest artificial intelligence model,...
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MarketMinute
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The AI-Driven Valuation Reset: Why Cybersecurity Titans Plunged 7% in a Single Session
March 27, 2026
The cybersecurity sector, long considered a bastion of growth in the technology market, faced a brutal reckoning on Friday, March 27, 2026. Industry leaders CrowdStrike Holdings, Inc. (NASDAQ:CRWD) and...
Via
MarketMinute
Topics
Artificial Intelligence
Malware
Regulatory Compliance
Geopolitical Tremors Shake Tech Giants: NVIDIA Leads Dow Losses with 4.2% Slide
March 27, 2026
NEW YORK — In a session marked by heightening global tensions and a sudden pivot toward defensive positioning, shares of NVIDIA (NASDAQ: NVDA) fell 4.2% on Friday, March 27, 2026. The decline made the...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Energy
Global Markets Shaken as Brent Crude Surpasses $110 Amid Strait of Hormuz Blockade
March 27, 2026
LONDON / NEW YORK — In a week marked by escalating geopolitical instability, global energy markets have been sent into a tailspin as Brent crude oil prices surged past the $110 per barrel mark, with...
Via
MarketMinute
Topics
Economy
Electric Vehicles
Energy
Got $5,000? Here Are 3 Fantastic Stocks to Buy Now.
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March 27, 2026
The AI build-out is starting to generate large sums of revenue for some companies.
Via
The Motley Fool
Topics
Artificial Intelligence
Wall Street’s Dark Friday: Nasdaq Sinks into Correction as Five-Week Rout Deepens
March 27, 2026
The U.S. stock market suffered a brutal sell-off on Friday, March 27, 2026, capping off a disastrous month that has seen trillions in market value evaporate. What began as a cautious retreat in early...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
Is Fidelity's FTEC a Better Tech ETF Than State Street's XLK?
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March 27, 2026
Explore how two low-cost tech ETFs differ in diversification, holdings, and portfolio focus — key factors for sector-focused investors.
Via
The Motley Fool
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Ulster County IT Support: Managed Cybersecurity & Phone System Services Expanded
March 27, 2026
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Malware
Explore the S&P500 index on Friday and find out which stocks are the most active in today's session.
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March 27, 2026
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Global Climate ETF or Emerging Markets: Which Has Better Returns?
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March 27, 2026
One has better short-term returns, but the other outperforms over the longer term.
Via
The Motley Fool
Topics
ETFs
Wall Street Says Microsoft Stock Has 89% Rebound Potential. Should You Buy the Dip Now?
March 27, 2026
Analysts believe that this is not the bottom for this Magnificent Seven stock. MSFT is poised to rebound.
Via
Barchart.com
Topics
Artificial Intelligence
Stocks
3 AI Stocks to Buy Before the Next Leg Up
↗
March 27, 2026
The market is presenting investors with a gift on these AI stocks.
Via
The Motley Fool
Topics
Artificial Intelligence
Vanguard (VONG) vs. iShares (IWO): Which Growth Stock ETF Is Best for Investors?
↗
March 27, 2026
Explore how sector focus and portfolio breadth set these two growth ETFs apart for investors seeking distinct market exposure.
Via
The Motley Fool
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Unlock Ad Performance: How Linguistic Fingerprints Are Redefining Digital Campaigns Now
March 27, 2026
NEW YORK, NY - March 27, 2026 - PRESSADVANTAGE - Content Maxima, an AI-powered content strategy platform, today released research findings on linguistic patterns across major digital advertising...
Via
Press Advantage
Choosing an ETF for Tech Stock Exposure: Fidelity's FTEC vs. iShares' IYW
↗
March 27, 2026
Explore how differences in cost, diversification, and sector tilt could influence your choice between these two leading tech ETFs.
Via
The Motley Fool
Topics
ETFs
The Fed-Market Standoff: Wall Street Defies 'Higher for Longer' with Bold Bet on Three 2026 Rate Cuts
March 27, 2026
As of March 27, 2026, a profound disconnect has emerged between the Federal Reserve’s hawkish projections and the aggressive easing expectations of the financial markets. Despite a series of stubborn...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Wall Street’s ‘Fear Gauge’ Hits 27.44 as AI Skepticism and Middle East Conflict Ignite Market Volatility
March 27, 2026
NEW YORK — The CBOE Volatility Index (VIX), often referred to as Wall Street’s “fear gauge,” surged to a critical level of 27.44 on March 26, 2026, marking a significant shift in investor sentiment...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
The Great Rotation: Mid-Caps Surge as AI Giants Falter in Q1 2026
March 27, 2026
The first quarter of 2026 has witnessed a dramatic shift in the American financial landscape, as the "Magnificent Seven" leadership that defined the early 2020s gave way to a broad-based "Great...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Corporate Fortress: S&P 500 Defies Gravity with Fifth Consecutive Quarter of Double-Digit Growth
March 27, 2026
The American corporate engine has proven far more durable than even the most optimistic analysts predicted just a year ago. As of March 27, 2026, final results for the fourth quarter of 2025 have...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
The ‘SaaSpocalypse’ of 2026: How Anthropic’s Autonomous Agents Ignited the AI ‘Scare Trade’
March 27, 2026
The software sector is currently weathering its most volatile period since the 2000 dot-com bubble, but for the opposite reason: artificial intelligence is working too well. Over the past three weeks,...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
The AI Giant Stumbles: Why NVIDIA’s 4.2% Slide Shook the Markets Despite its ‘Strong Buy’ Status
March 27, 2026
In a jarring departure from its usual trajectory of dominance, NVIDIA (NASDAQ: NVDA) shares plummeted 4.2% on March 26, 2026, closing at approximately $171.24. The decline saw the artificial...
Via
MarketMinute
Topics
Artificial Intelligence
Lawsuit
Regulatory Compliance
Tech Tumble: Nasdaq Slips Into Correction as Geopolitical Storms and Interest Rate Fears Converge
March 27, 2026
The tech-heavy Nasdaq Composite (NASDAQ:IXIC) officially entered correction territory yesterday, March 26, 2026, following a sharp 2.4% decline that sent the index to a closing level of 21,408.08. This...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Lawsuit
Here's What to Expect From Interactive Brokers Group's Next Earnings Report
March 27, 2026
Interactive Brokers Group is expected to unveil its first-quarter results soon, and analysts are projecting EPS growth in the double digits.
Via
Barchart.com
Topics
Artificial Intelligence
ETFs
Quest Diagnostics Earnings Preview: What to Expect
March 27, 2026
Quest Diagnostics is set to announce its first-quarter earnings next month, and Wall Street expects the company’s EPS to increase by a single digit.
Via
Barchart.com
Topics
ETFs
Vanguard Total Stock Market Index Fund ETF Shares: Bull vs. Bear
↗
March 27, 2026
The world's most valuable ETF offers a low-cost way to invest in the entire U.S. stock market.
Via
The Motley Fool
Topics
ETFs
Have Tech Stocks Finally Run Out of Road? Here's What the Data Actually Says.
↗
March 27, 2026
Most investors seem to have one foot on either side of the fence, waiting for clarity.
Via
The Motley Fool
Topics
Artificial Intelligence
Comparative Study: Microsoft And Industry Competitors In Software Industry
↗
March 27, 2026
Via
Benzinga
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