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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
Total Asset Fund (TAF)
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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
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
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Goldman Sachs Group
(NY:
GS
)
1,029.18
+9.41 (+0.92%)
Official Closing Price
Updated: 7:00 PM EDT, Sep 11, 2026
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Up 377%, Is Intel Proving Why It Was a Mistake for Nvidia to Replace Intel in the Dow Jones Industrial Average?
↗
May 11, 2026
Intel is demonstrating its worth in the age of artificial intelligence (AI) inferencing.
Via
The Motley Fool
Topics
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Stock Market Today, May 11: Markets Inch Upwards Even As Oil Prices Rise
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May 11, 2026
On May 11, 2026, AI and chip stocks fueled fresh records as surging oil and valuation warnings tested nerves.
Via
The Motley Fool
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Artificial Intelligence
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Initial Public Offering
Jeff Stock, Founder of Private Investment Firm Stock Alternatives Discusses Generating 20% Annual Steady Income Building Access Angel Investments & Reducing Risk & Taxes
May 11, 2026
Where Smart Capital Is Quietly Moving Most investors buy some version of an index like the S&P 500. While that has worked well, Jeff Stock believes the market prices today resemble 1999 and 2008 and...
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Franklin BSP Realty Trust and Coastal Financial Stocks Trade Down, What You Need To Know
May 11, 2026
What Happened? A number of stocks fell in the afternoon session after the Fed signaled rate cuts were off the table for 2026. Major Wall Street banks, includ...
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First Financial Bankshares and Glacier Bancorp Shares Are Falling, What You Need To Know
May 11, 2026
What Happened? A number of stocks fell in the afternoon session after the Fed signaled rate cuts were off the table for 2026. Major Wall Street banks, includ...
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Regions Financial and FirstSun Capital Bancorp Shares Are Falling, What You Need To Know
May 11, 2026
What Happened? A number of stocks fell in the afternoon session after the Fed signaled rate cuts were off the table for 2026. Major Wall Street banks, includ...
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Western Alliance Bancorporation, ServisFirst Bancshares, and First Interstate BancSystem Shares Plummet, What You Need To Know
May 11, 2026
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Live Oak Bancshares and The Bancorp Stocks Trade Down, What You Need To Know
May 11, 2026
What Happened? A number of stocks fell in the afternoon session after the Fed signaled rate cuts were off the table for 2026. Major Wall Street banks, includ...
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BankUnited and Pathward Financial Shares Are Falling, What You Need To Know
May 11, 2026
What Happened? A number of stocks fell in the afternoon session after the Fed signaled rate cuts were off the table for 2026. Major Wall Street banks, includ...
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Strait of Hormuz Closure Pushes Crude Prices Higher
May 11, 2026
June WTI crude oil (CLM26 ) on Monday closed up +2.65 (+2.78%), and June RBOB gasoline (RBM26 ) closed up +0.0731 (+2.07%). Crude oil and gasoline prices settled sharply higher on Monday after...
Via
Barchart.com
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Government
Why Shift4 (FOUR) Stock Is Trading Lower Today
May 11, 2026
What Happened? Shares of payment processing company Shift4 Payments (NYSE:FOUR) fell 3.4% in the afternoon session after analysts from Goldman Sachs and Free...
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TotalEnergies' CEO Says 500 Million Barrels Are Already Gone. Is It Too Late to Buy Oil Stocks?
↗
May 11, 2026
The world is experiencing a massive oil supply disruption following the closure of the Strait of Hormuz.
Via
The Motley Fool
Topics
Economy
Here's How Nvidia Is Quietly Carrying the Entire S&P 500 Rally to Record Highs
May 11, 2026
Goldman Sachs data shows unusually narrow market breadth reminiscent of past tech-led cycles. Yet as narrow as it is, the concentration may be more significant than investors realize.
Via
Barchart.com
Topics
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Stocks
The Real Brokerage, Genesco, and Sphere Entertainment Shares Plummet, What You Need To Know
May 11, 2026
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1-800-FLOWERS, Caleres, and PVH Shares Are Falling, What You Need To Know
May 11, 2026
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Why Lindblad Expeditions (LIND) Shares Are Trading Lower Today
May 11, 2026
What Happened? Shares of cruise and exploration company Lindblad Expeditions (NASDAQ:LIND) fell 6.8% in the afternoon session after Brent crude surged, erasi...
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Kontoor Brands and RE/MAX Shares Are Falling, What You Need To Know
May 11, 2026
What Happened? A number of stocks fell in the afternoon session after Brent crude surged, erasing the brief oil relief from the previous week as consumer sen...
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World Trade
Columbia Sportswear (COLM) Stock Trades Down, Here Is Why
May 11, 2026
What Happened? Shares of outerwear manufacturer Columbia Sportswear (NASDAQ:COLM) fell 5.7% in the afternoon session after Brent crude surged, erasing the br...
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Why Peloton (PTON) Shares Are Plunging Today
May 11, 2026
What Happened? Shares of exercise equipment company Peloton (NASDAQ:PTON) fell 8.1% in the afternoon session after Brent crude surged, erasing the brief oil ...
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Stitch Fix, Oxford Industries, and Cable One Shares Plummet, What You Need To Know
May 11, 2026
What Happened? A number of stocks fell in the afternoon session after Brent crude surged, erasing the brief oil relief from the previous week as consumer sen...
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Funko and Offerpad Shares Plummet, What You Need To Know
May 11, 2026
What Happened? A number of stocks fell in the afternoon session after Brent crude surged, erasing the brief oil relief from the previous week as consumer sen...
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World Trade
Crude Oil Prices Jump as Strait of Hormuz Remains Shut
May 11, 2026
June WTI crude oil (CLM26 ) today is up +1.98 (+2.08%), and June RBOB gasoline (RBM26 ) is up +0.0792 (+2.25%). Crude oil and gasoline prices are sharply higher today after President Trump rejected...
Via
Barchart.com
Topics
Energy
Government
Goldman Sachs Extends Rate Cut Timeline As Inflation Refuses To Exit Quietly
↗
May 11, 2026
Via
Benzinga
Topics
Economy
Stocks Supported by Strong Earnings and AI Optimism
May 11, 2026
The S&P 500 Index ($SPX ) (SPY ) today is up +0.25%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.05%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.17%. June E-mini S&P futures (ESM26...
Via
Barchart.com
Topics
Artificial Intelligence
Bonds
Energy
How Buying NuScale Power Stock Today Could 10X Your Net Worth
↗
May 11, 2026
NuScale Power's market cap is now down to just $4.3 billion.
Via
The Motley Fool
Topics
Energy
Strong Earnings and AI Optimism Push the S&P 500 and Nasdaq 100 to Record Highs
May 11, 2026
The S&P 500 Index ($SPX ) (SPY ) today is up +0.17%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.10%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.06%. June E-mini S&P futures (ESM26...
Via
Barchart.com
Topics
Artificial Intelligence
Bonds
Energy
Goldman Sachs BDC Q1 Earnings Call Highlights
↗
May 10, 2026
Goldman Sachs BDC (NYSE:GSBD) reported a decline in first-quarter net asset value and lower net investment income as unrealized losses increased and credit issues remained concentrated in older...
Via
MarketBeat
Topics
Earnings
Crypto Update: Ethereum Based Pepeto Approaches Tier 1 Exchange Listings While the XRP Price Prediction Shifts After White House July 4 Deadline
May 09, 2026
Pepeto keeps moving closer to its tier 1 exchange listings, with presale rounds closing at a speed that shows exactly
Via
First Publisher
Topics
ETFs
BDC Stocks Have Struggled, but This Investor Just Disclosed a New $46 Million Bet on One
↗
May 09, 2026
Goldman Sachs BDC provides debt financing solutions to U.S. middle-market companies.
Via
The Motley Fool
Topics
Regulatory Compliance
Nvidia, Boeing Lead 5 Dow Stocks Near Buy Points. They Share This Flaw.
↗
May 09, 2026
These stocks to watch combine growth and stability, but share this weakness.
Via
Investor's Business Daily
Topics
Stocks
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