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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
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
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contact us
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Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Client Information
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Sample Portfolio
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Event Schedule
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Event Schedule
Total Asset Fund (TAF sm) Presentation
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Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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(TSX:
BRK
)
34.26
-0.52 (-1.50%)
Streaming Delayed Price
Updated: 3:59 PM EDT, Mar 27, 2026
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Warren Buffett Is Selling Apple and Bank of America and Piling Into This Beaten Down Value Stock Instead
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August 23, 2025
This stock looks like a classic "bear greedy when others are fearful" investment.
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August 23, 2025
After running circles around the broader market for decades, the conglomerate is entering a new era without Warren Buffett at the helm.
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August 23, 2025
These Berkshire Hathaway holdings have all the tools to be great long-term growth stocks.
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Warren Buffett Is Selling Apple Stock Again. Should You Follow His Lead?
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August 23, 2025
Buffett hadn't sold Apple stock in nearly a year.
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Warren Buffett May Be Selling Ahead Of Market Slump Warns Wedbush Strategist: Report
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August 19, 2025
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2 Dirt-Cheap Stocks to Buy With $1,000 Right Now
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August 23, 2025
Even with markets flirting with record highs, the market continues to offer compelling bargains.
Via
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Is Apple Stock Your Ticket to Becoming a Millionaire?
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August 23, 2025
Shares of the tech giant have produced a total return of 68,660% in the past three decades.
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The Motley Fool
Billionaire Warren Buffett Sold 41% of Berkshire's Stake in Bank of America and Is Piling Into an Industry Leader That's Gained Almost 47,000% Since Its IPO
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August 23, 2025
This lesser-known stock has been one of the stock market's best performers over the past couple of decades.
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The Motley Fool
The Best Warren Buffett Stock to Buy With $1,000 Right Now
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August 23, 2025
This company looks too attractive to pass up.
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The Motley Fool
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Warren Buffett Makes a Big Buy
↗
August 22, 2025
Berkshire Hathaway bought $1.6 billion of United Health stock in Q2. Inflation may be ticking higher after all.
Via
The Motley Fool
Topics
Economy
Warren Buffett And Dow Jones Industrial Average Have 7 Stocks In Common: Do You Own Any Of The Top Picks?
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August 22, 2025
Berkshire Hathaway and the Dow Jones Industrial Average have some overlap on stocks that are held in both investment portfolios.
Via
Benzinga
Topics
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Should You Join Buffett and Invest in Constellation Brands?
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August 22, 2025
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MarketBeat
This Is the Opportunity Warren Buffett Has Been Waiting For
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August 22, 2025
Buffett just got one of the rare opportunities to buy an industry giant for a bargain price.
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Billionaire Warren Buffett Sold 69% of Berkshire's Stake in Apple and Has Loaded Up on This Industry-Leading Stock for 4 Straight Quarters
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August 22, 2025
The Oracle of Omaha is paring down his No. 1 holding, yet again, in favor of a company that's delivered a nearly 48,000% total return since it went public.
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Wall Street's Bubble Wrap: Shiller Screams, Buffett Hides, AI Drinks The Punch
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August 21, 2025
Wall Street's current valuations rank among the highest in history, driven by AI hype, stretched metrics, and fragile market breadth dominated by mega-cap stocks.
Via
Benzinga
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Highlights From Berkshire Hathaway Earnings: 3 Key Trends Investors Should Track
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August 21, 2025
Berkshire reported earnings and its stock holdings recently, and there is a lot to unpack.
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This Ridiculously Cheap Warren Buffett Stock Could Make You Richer
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August 21, 2025
Chubb is an evergreen business that can grow during both bull and bear markets.
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3 No-Brainer Warren Buffett Stocks to Buy Right Now
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August 20, 2025
These three stocks -- including two recent Berkshire Hathaway purchases -- have my attention.
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The Best Warren Buffett Stocks to Buy With $1,000 Right Now
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August 20, 2025
Berkshire Hathaway owns nearly 40 stocks, but some look more attractive than others.
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The Motley Fool
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Warren Buffett's Berkshire Hathaway Just Bought Into Beaten-Down UnitedHealth. Should Investors Follow Suit?
↗
August 20, 2025
The stock could be set to rebound after a pricing misstep has hurt its results this year.
Via
The Motley Fool
Warren Buffett Bought UnitedHealth Stock. Should You Do the Same?
↗
August 20, 2025
According to a recent 13F filing, Berkshire Hathaway now owns 5 million shares of UnitedHealth Group.
Via
The Motley Fool
Is Berkshire Hathaway Stock a Buy Now?
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August 19, 2025
Berkshire Hathaway is undergoing a significant change, and the stock has slumped in recent months. Here's why it could be a buying opportunity for investors.
Via
The Motley Fool
Here's Why Berkshire Hathaway Stock Is a Buy Before November
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August 19, 2025
Warren Buffett is retiring, but his company should keep growing.
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The Motley Fool
Prediction: President Donald Trump's Tariff and Trade Policy Will Soon Mint a New Trillion-Dollar Stock
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August 19, 2025
Inflationary concerns are the perfect catalyst for this company to join the exclusive trillion-dollar club.
Via
The Motley Fool
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Warren Buffett's Berkshire Hathaway Just Exited Its Stake in T-Mobile and Loaded Up on an Artificial Intelligence (AI) Infrastructure Stock That's Risen 7,850% Since Its IPO
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August 19, 2025
Berkshire Hathaway recently disclosed its equity holdings at the end of the second quarter.
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The Motley Fool
Topics
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Regulatory Compliance
Should You Forget Sirius XM? This Stock Has Made Far More Millionaires.
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August 19, 2025
The satellite radio operator hasn't worked out well in recent years for its shareholders.
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The Motley Fool
Stocks Muted Ahead Trump-Zelenskyy Meeting, First Solar Jumps: What's Moving Markets Monday?
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August 18, 2025
Investor risk sentiment paused at the start of the week, as markets awaited details expected to emerge later when President Donald Trump meets with Ukrainian President Volodymyr Zelenskyy and European...
Via
Benzinga
Topics
Government
Leon Cooperman, David Tepper Beat Warren Buffett, Bill Ackman In Q2 Billionaire Face-Off
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August 18, 2025
Q2 delivered a jolt for hedge fund watchers, with some of Wall Street's most storied managers posting eye-catching gains.
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Benzinga
Toll Brothers Q3 Preview: Will Warren Buffett's Homebuilder Bet Benefit Entire Sector?
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August 18, 2025
Toll Brothers has beaten analyst estimates in most recent quarters. A look at the Q3 estimates and key items to watch.
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Benzinga
Buffett Makes Big Moves Outside of UNH: A Buy and Sell Breakdown
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August 18, 2025
Warren Buffett grabbed headlines with his UNH buy in Q2. But, there was plenty of intrigue to go around, with Buffett making these other key buys and sells.
Via
MarketBeat
Topics
Regulatory Compliance
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