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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
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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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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
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
Featured Quarterly Newsletter
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Bank of America
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52.20
+0.40 (+0.77%)
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Updated: 7:00 PM EDT, May 26, 2026
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Peter Schiff Signals ‘Buy The Dips’ As Gold, Silver Extend Fall – PAAS, AG, HL Stocks Down Over 3.5% Premarket
↗
February 17, 2026
Spot gold prices fell nearly 2% to $4,910 per ounce at the time of writing, down for a third consecutive session. PAAS, AG, HL Stocks Down Over 3.5% Premarket.
Via
Stocktwits
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The White House Is Threatening Card Issuers Again. Time to Buy Bank Stocks?
↗
February 17, 2026
Financial stocks are down partly due to Trump's calls for a cap on card interest rates.
Via
The Motley Fool
Topics
Credit Cards
Economy
Government
This $750,000 Stock Could Be Your Ticket to Millionaire Status
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February 17, 2026
The stock has averaged annual gains of about 20% for decades -- though its growth has slowed a bit.
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OCUL Stock Surges Overnight Ahead Of Crucial Wet AMD Data Readout, Sanofi Takeover Buzz Builds
↗
February 16, 2026
Wall Street has grown increasingly optimistic ahead of the readout, with analysts pointing to a potential blockbuster opportunity in wet AMD.
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3 Magnificent Stocks to Buy That Are Near 52-Week Lows
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February 16, 2026
Oversold during the recent sell-off, these three stocks could bounce back on a sentiment shift.
Via
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Earnings
The 4% Anchor: US Treasury Yields Stabilize as Fed Signals Mid-Cycle Pause
February 16, 2026
As of mid-February 2026, the pulse of the American economy is beating at a steady, if cautious, rhythm. The benchmark 10-year U.S. Treasury yield is currently hovering near 4.07%, a level that market...
Via
MarketMinute
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Artificial Intelligence
Bonds
Economy
The ‘Warsh Shock’: Trump Nominates Kevin Warsh to Lead the Federal Reserve into the AI Era
February 16, 2026
In a move that has sent shockwaves through global debt and commodity markets, President Donald Trump officially announced his intention to nominate former Federal Reserve Governor Kevin Warsh as the...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Flight to Safety: Consumer Staples Hit Record Highs as AI Volatility Grips Wall Street
February 16, 2026
As of February 16, 2026, the narrative on Wall Street has undergone a startling transformation. The "growth-at-any-price" mentality that defined the early 2020s has been replaced by a resolute flight...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
AppLovin’s Rollercoaster Week: Is AI the Architect of Growth or the Harbinger of Disruption?
February 16, 2026
The mid-February trading sessions for AppLovin Corp. (NASDAQ: APP) have sent shockwaves through the ad-tech sector, serving as a high-stakes litmus test for investor sentiment regarding artificial...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Regulatory Compliance
Investors Turn Record Bearish On The Dollar – Is This The Final Flush?
↗
February 16, 2026
Global investors are more bearish on the U.S. dollar than at any point in at least 14 years, according to Bank of America's February survey.
Via
Benzinga
The Great Consolidation: US Bank M&A Hits 7-Year High in 2026 as Regulatory Clouds Part
February 16, 2026
The United States banking sector has entered a transformative era of consolidation in early 2026, with merger and acquisition (M&A) activity reaching levels not seen since 2019. Driven by a "perfect...
Via
MarketMinute
Topics
Artificial Intelligence
The Warsh Era Begins: A Pragmatic Pivot for the Federal Reserve
February 16, 2026
In a move that has sent shockwaves through global financial markets, Kevin Warsh has been officially nominated by the White House to serve as the next Chairman of the Federal Reserve. The announcement,...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Inflation Hits 2.4% in January: Market Braces for Rate Cuts as Yields Slide
February 16, 2026
The U.S. Bureau of Labor Statistics released the January Consumer Price Index (CPI) report this week, revealing a headline inflation rate of 2.4% year-over-year. This figure came in cooler than the...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
The Era of the Mega-Regional: Fifth Third Bancorp Finalizes $12.3 Billion Acquisition of Comerica
February 16, 2026
In a move that signals a seismic shift in the American banking landscape, Fifth Third Bancorp (Nasdaq: FITB) has officially completed its $12.3 billion acquisition of Comerica Incorporated (NYSE: CMA)....
Via
MarketMinute
Topics
Artificial Intelligence
Wall Street Braces for a "Data Deluge": Friday’s GDP and PCE Reports to Dictate the 2026 Interest Rate Path
February 16, 2026
Investors and policymakers are bracing for one of the most consequential mornings in recent financial history. This Friday, February 20, 2026, the U.S. government will release a consolidated "data...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
ETFs
The Backbone of AI: A Deep Dive into Arista Networks (ANET) and the Ethernet Revolution
February 16, 2026
As of February 16, 2026, the financial markets are witnessing a pivotal moment in the infrastructure of artificial intelligence. While NVIDIA remains the face of AI compute, Arista Networks (NYSE:...
Via
Finterra
Topics
Artificial Intelligence
Earnings
Economy
The Toll Booth Under Siege: A Deep-Dive into Visa Inc. (V) in 2026
February 16, 2026
As of February 16, 2026, Visa Inc. (NYSE: V) finds itself at a historic crossroads. For decades, the San Francisco-based payments giant has functioned as the "toll booth" of the global economy,...
Via
Finterra
Topics
Credit Cards
Economy
Fraud
The $5,000 Anchor: PBOC Extends Record Buying Streak as Central Banks Brace for ‘Fiscal Dominance’
February 16, 2026
As of February 16, 2026, the global financial landscape has been fundamentally reshaped by a "yellow metal" fever that shows no signs of breaking. Gold has shattered psychological barriers once thought...
Via
MarketMinute
Topics
ETFs
Economy
Where Will the Cryptocurrency XRP Be in 5 Years?
↗
February 16, 2026
Here's why Ripple's success might not translate to XRP gains over the next five years.
Via
The Motley Fool
Will the Stock Market Crash in 2026? Billionaire Ray Dalio Just Gave a Clear Warning to Investors.
↗
February 15, 2026
Ray Dalio just warned of a coming "capital war," and it could spell trouble for the debt-fueled AI boom.
Via
The Motley Fool
Topics
Artificial Intelligence
Bonds
Economy
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
IGSB Offers Higher Yield Potential but More Risk Thank SMB
↗
February 15, 2026
These two ETFs offer exposure to fixed-income assets, but investors can choose from a range of bond sectors.
Via
The Motley Fool
Topics
Bonds
ETFs
Prediction: These Could Be the Best-Performing Value Stocks Through 2030
↗
February 14, 2026
And now may be the right time to look for something other than artificial intelligence (AI)-driven growth.
Via
The Motley Fool
Topics
Artificial Intelligence
Intellectual Property
Should You Buy Berkshire Hathaway Stock Before Earnings?
↗
February 13, 2026
Many eyes will be on its massive equity portfolio and its cash holdings.
Via
The Motley Fool
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
Inflation Cools More Than Expected in January, Igniting Relief Rally Across Wall Street
February 13, 2026
The U.S. Bureau of Labor Statistics released its highly anticipated January Consumer Price Index (CPI) report on the morning of February 13, 2026, revealing that headline inflation has slowed to 2.4%...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Amphastar Pharmaceuticals, Novavax, and Organon Shares Skyrocket, What You Need To Know
February 13, 2026
A number of stocks jumped in the afternoon session after a softer-than-expected inflation report fueled hopes for interest rate cuts by the Federal Reserve. The January Consumer Price Index (CPI), a...
Via
StockStory
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Economy
Looking At Bank of America's Recent Unusual Options Activity
↗
February 13, 2026
Via
Benzinga
AI’s ‘Second Wave’ Propels Equinix to Historic $10 Billion Milestone as Shares Surge 11%
February 13, 2026
Shares of data center giant Equinix, Inc. (NASDAQ: EQIX) skyrocketed more than 11% in mid-February trading, reaching all-time highs as the company unveiled a bullish 2026 outlook that signaled a...
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
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The Great Wealth Management Rout: AI "Agents" Spark Crisis of Confidence for Traditional Finance
February 13, 2026
NEW YORK — The long-anticipated "AI reckoning" for the financial services sector arrived with a vengeance this week, as a wave of selling hit traditional wealth managers and regional banks. Investors,...
Via
MarketMinute
Topics
Artificial Intelligence
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