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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
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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
Services, Fees and Compensation
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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
Bond Fund Seminar
RSVP-Signup Form
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INVESCO Ltd
(NY:
IVZ
)
30.08
-0.70 (-2.27%)
Official Closing Price
Updated: 7:00 PM EDT, Sep 16, 2026
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What Investors Should Know About a 2027 Bond Buy That Strengthens a Multi-Year Income Plan
↗
February 01, 2026
The Invesco BulletShares 2027 Corporate Bond ETF targets investment grade U.S. corporate bonds maturing in 2027 with a rules-based approach.
Via
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This Bond ETF Matures in 2026 -- and Just Became a $21.5 Million Conviction Bet
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February 01, 2026
The Invesco BulletShares 2026 Corporate Bond ETF targets investment grade U.S. corporate bonds maturing in 2026 for defined income exposure.
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The Best Tech ETF to Invest $2,000 in Right Now
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February 01, 2026
This ETF has tech companies leading the way with a built-in hedge.
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Invesco Mortgage Capital (NYSE:IVR) Reports Q4 2025 Earnings Beat Amid Revenue Shortfall
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January 29, 2026
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This $7.5 Million Move Signals a 2030 Bond-Ladder Bet as Rates Stay Higher
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January 31, 2026
The Invesco BulletShares 2030 Corporate Bond ETF targets investment grade bonds with a defined maturity and a rules-based, transparent strategy.
Via
The Motley Fool
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A $7 Million Bond ETF Cut Reveals a Quiet Reallocation Across Maturities
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January 31, 2026
BSCR offers defined-maturity exposure to investment grade corporate bonds maturing in 2027 through a transparent ETF structure.
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Peter Schiff Says Trump’s Fed Nominee Warsh ‘Makes No Sense’
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January 30, 2026
Schiff in a post on X said, if for some reason, Trump didn't realize his pick is a hawk, there is still time for him to change his mind
Via
Stocktwits
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Fed And Other Top Officials Praise Trump's Fed Nominee Warsh, But Divided On Rate Cuts – Here’s Who Said What?
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January 30, 2026
Fed Governor Stephen Miran praised the nominee Kevin Warsh and said he is in favor of rate cuts, whereas Federal Reserve Bank of St. Louis President Alberto Musalem said officials should hold off from...
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Trump Reportedly Calls Rate Questions On Fed Nominee Kevin Warsh ‘Inappropriate’
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January 30, 2026
Trump told reporters as per Reuters report that he was not worried about the Senate confirmation process for Warsh.
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Stocktwits
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Hassett Backs Trump’s Fed Choice, Says He Has ‘High Regard For Kevin’
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January 30, 2026
White House National Economic Advisor Kevin Hassett, once touted to be the top choice to be the next Federal Reserve Chair, said in a CNBC interview on Friday that he is not disappointed that he did...
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Berkeley Loads Up on Morningstar, Buys $3.8 Million of the Stock
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January 30, 2026
Morningstar delivers independent investment research and financial data solutions to professionals and institutions worldwide.
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2 Unstoppable Growth ETFs to Buy and Hold for Decades
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January 30, 2026
These exchange-traded funds will give you positions in the top stocks in the world.
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Trump Nominates Kevin Warsh as Federal Reserve Chair: Market Analysis and Policy Outlook
January 30, 2026
In a move that marks a definitive break from the previous administration's economic stewardship, President Donald Trump officially nominated Kevin Warsh as the next Chair of the Federal Reserve on...
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Do Wall Street Analysts Like Howmet Aerospace Stock?
January 30, 2026
Howmet Aerospace has outperformed the broader market over the past year, and analysts are highly optimistic about the stock’s prospects.
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Are Wall Street Analysts Predicting Amcor Stock Will Climb or Sink?
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While Amcor has underperformed the broader market over the past 52 weeks, Wall Street analysts maintain a moderately optimistic outlook about the stock’s prospects.
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Nasdaq, S&P 500 Futures Slide As Warsh Fed Chair Buzz, Canada Trade Tensions Weigh: Why AAPL, SOFI, SNDK, GME, XOM Are On Traders' Radar Today
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January 30, 2026
Retail sentiment on major ETFs such as SPY and QQQ remains ‘bearish’ on Stocktwits despite easing shutdown risks.
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3 Financials Stocks Walking a Fine Line
January 29, 2026
Financial providers use their expertise in capital allocation and risk assessment to help facilitate economic growth while offering consumers and businesses essential financial services. But worries...
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Why a $3 Million Buy of This 2030 Bond ETF Looks Like a Laddered Income Play
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January 29, 2026
The Invesco BulletShares 2030 Corporate Bond ETF offers targeted exposure to investment grade bonds with a defined maturity profile.
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Elevation Capital Closes the Book on PKW, According to Recent SEC Filing
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January 29, 2026
Invesco BuyBack Achievers ETF tracks U.S. companies with robust share repurchase activity using a rules-based, diversified approach.
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The Motley Fool
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Ledgewood Buys $4 Million of Invesco BulletShares 2027 Corporate Bond ETF
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January 29, 2026
Invesco BulletShares 2027 Corporate Bond ETF targets investment grade corporate bonds maturing in 2027 for defined maturity exposure.
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1 Tax-Simple Strategy To Capitalize On the Commodity Surge
January 29, 2026
The commodity market can be difficult to tap into without navigating complex tax structures. But this 1 ETF can help you get in while keeping your taxes simple.
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Bank ETF Up 20% in a Year, but This Fund Just Cut a $10 Million Position
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January 29, 2026
The Invesco KBW Bank ETF tracks a sector-specific index of leading U.S. banking firms, emphasizing large and regional institutions.
Via
The Motley Fool
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Are Wall Street Analysts Predicting Gilead Sciences Stock Will Climb or Sink?
January 29, 2026
Gilead Sciences has outperformed the broader market over the past year, and analysts are highly optimistic about the stock’s prospects.
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Betting on Bonds: Trinity Wealth Loads Up on 223,000 IBTG Shares Worth $5.1 Million
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January 29, 2026
This ETF tracks U.S. Treasury bonds maturing in 2026, providing defined-maturity exposure with a focus on income and principal return.
Via
The Motley Fool
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Bonds
ETFs
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Nasdaq, S&P 500 Futures Climb Ahead Of Apple Earnings: Why META, TSLA, MP, CRML, SER Are On Traders' Radar Today
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January 29, 2026
Retail sentiment on major ETFs such as SPY and QQQ remains ‘extremely bearish’ on Stocktwits.
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WisdomTree (WT) Reports Q4: Everything You Need To Know Ahead Of Earnings
January 28, 2026
Asset management firm WisdomTree (NYSE:WT) will be announcing earnings results this Friday morning. Here’s what to look for.
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What To Expect From Franklin Resources’s (BEN) Q4 Earnings
January 28, 2026
Global investment management firm Franklin Resources (NYSE:BEN) will be reporting results this Friday before market open. Here’s what to look for.
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Berkeley Loads Up on Morningstar, Buys $3.8 Million of the Stock
↗
January 28, 2026
Morningstar delivers independent investment research and financial data solutions to professionals and institutions worldwide.
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The Motley Fool
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The Tech Tsunami: S&P 500 Hits 7,000 as Tech Concentration Reaches Historic 34%
January 28, 2026
On January 28, 2026, the S&P 500 reached a momentous milestone, crossing the 7,000-point threshold for the first time in history. While the headline figure suggests a broad-based economic triumph, the...
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Lantz Financial Buys $5 Million of Invesco BulletShares 2027 Corporate Bond ETF
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January 28, 2026
Invesco BulletShares 2027 Corporate Bond ETF tracks a portfolio of investment-grade corporate bonds maturing in 2027, targeting defined income and principal return at maturity.
Via
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