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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
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TAF sm Program
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Quarterly Performance Reports
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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
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Treasuries
(TSX:
BRK
)
35.95
-0.06 (-0.17%)
Streaming Delayed Price
Updated: 3:58 PM EDT, Aug 21, 2026
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All News about BRK
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Warren Buffett Said He Practices But Doesn't 'Advocate Extreme Frugality'—'Spending 105% Of Your Income Leads To All Kinds Of Problems'
↗
August 29, 2025
Via
Benzinga
Moody's Stock Nudges 8%—Warren Buffett Walks Away With $888 Million
↗
August 29, 2025
Warren Buffett's bet on Moody's Corp has earned him nearly $900 million this year, showing the power of patience and conviction in the stock market.
Via
Benzinga
As Warren Buffett Continues to Trim Apple Stake, Should Investors Be Worried?
↗
August 29, 2025
Berkshire has been selling, but Apple remains the conglomerate's crown jewel -- and the tech company's top-line growth rate has been accelerating in recent quarters.
Via
The Motley Fool
Here Are Billionaire Warren Buffett's 5 Biggest Stock Holdings
↗
August 29, 2025
The Oracle of Omaha has a highly concentrated stock portfolio.
Via
The Motley Fool
Is Newsmax Stock (NMAX) a Buy?
↗
August 29, 2025
The news about this stock's prospects might cause some investors to change the channel.
Via
The Motley Fool
CSX CEO Highlights Importance Of Railroad Partnerships For Growth, Does Not Rule Out Merger As An Option
↗
August 27, 2025
Via
Stocktwits
If I Could Buy and Hold Only a Single Stock, This Would Be It
↗
August 29, 2025
Berkshire Hathaway's breadth, discipline, and fortress balance sheet make it the one stock I'd be comfortable owning for decades.
Via
The Motley Fool
What Stocks Are Billionaires Buying Right Now?
↗
August 29, 2025
Here's where the smart money is going.
Via
The Motley Fool
Warren Buffett Is Retiring in 4 Months, and His Successor May Sell This Core Holding Not Long Thereafter
↗
August 29, 2025
The Oracle of Omaha and successor Greg Abel share many investment ideals, including an insatiable desire for value stocks.
Via
The Motley Fool
1 Reason I'm Watching Occidental Petroleum Stock in 2025
↗
August 28, 2025
Occidental Petroleum's biggest investor could end up selling stock this year.
Via
The Motley Fool
Prediction: 2 Stocks That Will Be Worth More Than Berkshire Hathaway 10 Years From Now
↗
August 28, 2025
Berkshire Hathaway could soon have some company in the non-technology trillion-dollar club.
Via
The Motley Fool
Prediction: These 3 Stocks Will Be Worth More Than Tesla 10 Years From Now
↗
August 28, 2025
It's best to forget about comparing any company to Tesla, though. Just focus on compelling companies while evaluating their potential.
Via
The Motley Fool
12 Stocks Warren Buffett's Berkshire Hathaway Has Been Loading Up On in 2025
↗
August 28, 2025
Despite a few big stock sales, there have been a lot of additions to Berkshire's portfolio.
Via
The Motley Fool
Topics
Regulatory Compliance
Warren Buffett Says Buy This Index Fund, and Here's How It Could Turn $500 Per Month Into $1 Million
↗
August 28, 2025
Investing in an S&P 500 index fund is a tried-and-true way to build long-term wealth.
Via
The Motley Fool
Topics
ETFs
Stocks
Warren Buffett's Berkshire Hathaway Lifts Mitsubishi Stake Past 10% As Japan Trading House Bet Deepens
↗
August 28, 2025
Warren Buffett's Berkshire Hathaway Inc. has increased its stake in Japan's Mitsubishi Corp. to 10.23% from 9.74%.
Via
Benzinga
Warren Buffett's Berkshire Hathaway Trims Apple Stake, Again. What's the Deal?
↗
August 27, 2025
The massive conglomerate now has a cash hoard of $344 billion.
Via
The Motley Fool
Warren Buffett's Berkshire Hathaway Just Loaded Up on This Dividend King Stock. Is It a No-Brainer Buy?
↗
August 27, 2025
Warren Buffett's Berkshire Hathaway just made a big new bet on the housing sector.
Via
The Motley Fool
Topics
Supply Chain
As Warren Buffett Continues to Trim Apple Stake, Should Investors Be Worried?
↗
August 27, 2025
Apple now comprises 21% of Berkshire's closely monitored equity portfolio.
Via
The Motley Fool
The Best Warren Buffett Stocks to Buy With $5,000 Right Now
↗
August 27, 2025
These companies may be a little boring, but when you're talking about more serious amounts of money, excitement isn't the goal.
Via
The Motley Fool
Topics
Artificial Intelligence
3 Stocks Billionaires Are Buying Right Now
↗
August 26, 2025
Watching what billionaires are doing is just step one of a larger investment process.
Via
The Motley Fool
Topics
Economy
As the Market Rotates, This Healthcare ETF Is Leading the Way
↗
August 26, 2025
Health care saw some of the worst losses this year. But as the calendar turned to August, it's been leading the market higher. This ETF provides exposure.
Via
MarketBeat
Topics
ETFs
Prediction: 2 Stocks That'll Be Worth More Than Berkshire Hathaway 5 Years From Now
↗
August 26, 2025
These two megacap stocks have Berkshire Hathaway in their sights.
Via
The Motley Fool
Warren Buffett Just Bought 12 Dividend Stocks. Here's the Best of the Bunch for Income Investors.
↗
August 26, 2025
Income investors should especially like one of the stocks Buffett bought in the second quarter.
Via
The Motley Fool
Warren Buffett's Secret Stock Revealed: Is Nucor a Stealth Artificial Intelligence (AI) Bet?
↗
August 25, 2025
Warren Buffett just revealed a new stake in steel manufacturer, Nucor.
Via
The Motley Fool
Topics
Artificial Intelligence
Government
Regulatory Compliance
Warren Buffett's Berkshire Hathaway Reveals Over a Billion Dollars in Recent Trading, and This Dividend King Steel Stock Is on the List
↗
August 25, 2025
Berkshire recently bought shares of this leading steel stock.
Via
The Motley Fool
Topics
Emissions
Government
World Trade
In Spite of Warren Buffett's $177 Billion Silent Warning to Wall Street, Berkshire's Boss Piled Into This Historically Cheap Stock That's Gained Over 32,000% Since Its IPO
↗
August 25, 2025
Even though the Oracle of Omaha has been a net seller of stocks for 11 straight quarters, there's one brand name company sporting a price dislocation he can't resist.
Via
The Motley Fool
My 3 Favorite Stocks to Buy Right Now
↗
August 25, 2025
Perhaps it's time to start looking for names that are a bit off the beaten path and undervalued for all the wrong reasons.
Via
The Motley Fool
Topics
World Trade
Warren Buffett Owns 10 High-Yield Dividend Stocks. Here's the Best of the Bunch.
↗
August 24, 2025
This company has proven that it's one of the top dividend stocks.
Via
The Motley Fool
Prediction: All "Ten Titans" Stocks Will Surpass $1 Trillion in Market Cap by 2030
↗
August 24, 2025
The Ten Titans already make up 38% of the S&P 500, but their share could grow if companies keep delivering on investor expectations.
Via
The Motley Fool
Topics
Artificial Intelligence
Stocks
The S&P 500 Hasn't Yielded This Little Since the Dot-Com Bubble. Here's What Investors Can Do.
↗
August 24, 2025
Growth stocks are dominating the S&P 500, pushing the index's dividend yield to a 25-year low.
Via
The Motley Fool
Topics
ETFs
Stocks
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