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home
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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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Quarterly Performance Reports
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
MARKET RESEARCH
Featured Quarterly Newsletter
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BlackRock
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Updated: 7:00 PM EDT, May 8, 2026
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Bullish (BLSH) Ignites the Institutional Crypto Market as Revenue Surges 70% on Derivatives Dominance
February 09, 2026
The digital asset landscape witnessed a seismic shift this week as Bullish (NYSE: BLSH), the institutional-grade crypto exchange, reported an explosive 70% year-over-year revenue growth in its latest...
Via
MarketMinute
Topics
Bonds
Derivatives
ETFs
The Intelligence Pivot: Li Auto’s Race to Reclaim the Premium Crown Through AI
February 09, 2026
As the global automotive industry navigates the "second half" of the electric vehicle (EV) revolution—transitioning from electrification to intelligent automation—Li Auto (Nasdaq: LI) finds itself at a...
Via
Finterra
Topics
Artificial Intelligence
Electric Vehicles
Energy
BlackRock Inc (NYSE:BLK) Stands Out as a Quality Dividend Stock for Durable Income
↗
February 09, 2026
Via
Chartmill
Intuitive Surgical’s New Heart: Analyzing the da Vinci 5 Cardiac Clearance and the Future of Robotic Surgery
February 09, 2026
As of February 9, 2026, the medtech landscape is witnessing a pivotal shift centered around the long-awaited return of robotics to the heart of the operating room. Intuitive Surgical, Inc. (NASDAQ:...
Via
Finterra
Topics
Artificial Intelligence
Economy
World Trade
Micron Technology (MU): Navigating the HBM4 Frontier in the AI Supercycle
February 09, 2026
As of February 9, 2026, Micron Technology (Nasdaq: MU) stands at a defining crossroads in the global semiconductor landscape. Once viewed primarily as a cyclical manufacturer of commodity memory, the...
Via
Finterra
Topics
Artificial Intelligence
The $200 Billion Gambit: Amazon’s High-Stakes Transformation into an AI Superpower
February 09, 2026
As of February 9, 2026, Amazon.com, Inc. (NASDAQ: AMZN) finds itself at a historic crossroads. Long celebrated as the king of global e-commerce, the Seattle-based giant is in the midst of a radical...
Via
Finterra
Topics
Artificial Intelligence
Economy
Workforce
Kyndryl’s Crisis: Assessing the 25% Post-Market Plunge and the Future of the IBM Spinoff
February 09, 2026
February 9, 2026 Introduction The financial markets witnessed a seismic shift on the evening of February 9, 2026, as Kyndryl Holdings (NYSE: KD) saw its market capitalization evaporate by a staggering...
Via
Finterra
Topics
Artificial Intelligence
Earnings
Economy
Barrick Gold (GOLD): Navigating the Golden Era of Record Cash Flows and $3,500+ Gold Prices
February 09, 2026
As of February 9, 2026, the global mining landscape has been fundamentally reshaped by a historic bull run in precious metals. At the center of this transformation is Barrick Gold (NYSE: GOLD), a...
Via
Finterra
Topics
Economy
Energy
Initial Public Offering
Nasdaq, S&P 500 Futures Mixed As Earnings, Data-Heavy Week Loom: Why HIMS, WMT, TSLA, PONY, TGTX Are On Traders' Radar Today
↗
February 09, 2026
Retail sentiment remained bearish on the SPDR S&P 500 ETF (SPY), while sentiment on the Invesco QQQ Trust (QQQ) slipped to neutral from bullish last week on Stocktwits.
Via
Stocktwits
Topics
Artificial Intelligence
ETFs
Economy
Archer Aviation Stock Finally Breaks 2-Week Losing Streak: What Lifted eVTOL Play?
↗
February 08, 2026
ACHR has seen a rise in investor optimism as Cathie Wood’s stake and more partnerships with countries such as Serbia deepen its role in the air taxi space.
Via
Stocktwits
Topics
Government
Bitcoin’s $70,000 Tug-of-War: Polymarket Traders Recalibrate as $85,000 Dreams Fade
February 08, 2026
As of February 8, 2026, Bitcoin is locked in a fierce battle around the $70,000 mark, a level that has become the definitive "line in the sand" for traders on decentralized prediction platforms. On...
Via
PredictStreet
Topics
ETFs
IJJ vs. IWN: Can the Mid-Cap ETF Compete with a Small-Cap Fund?
↗
February 08, 2026
Both of these top BlackRock value ETFs were created on the same day 20 years ago, but have since taken different paths.
Via
The Motley Fool
Topics
ETFs
SPLB And TLT Both Offer Strong Dividend Yield
↗
February 08, 2026
These long-term bond funds may not look appealing at first glance, but both have advantages compared to other ETFs.
Via
The Motley Fool
Topics
Bonds
ETFs
IEI vs. IGIB: How Does Government Bond Exposure Compare Against Corporate Bonds?
↗
February 08, 2026
These two BlackRock ETFs offer exposure to the bond market, but in two distinct ways that investors need to be mindful of.
Via
The Motley Fool
Topics
Bonds
ETFs
How Do These Two Top International ETFs Stack Up Against Each Other?
↗
February 08, 2026
Vanguard and BlackRock offer two of the biggest international ETFs in the market, but is there really a significant difference between them?
Via
The Motley Fool
Topics
ETFs
Are Hedge Funds Really Behind Bitcoin’s Wild Week? BlackRock’s IBIT Comes Under Spotlight Again
↗
February 08, 2026
Via
Stocktwits
Bitcoin to $0? This Cypherpunk Has A Standing Bid to Buy It All At 2 Cents
↗
February 08, 2026
Bitcoin’s zero-price risk fades as limited supply and growing institutional ownership tighten the market and support long-term demand.
Via
Stocktwits
Topics
ETFs
The $140M Fed Chair War: Kevin Warsh Nears 94% Odds as Trump Era Reshapes the Central Bank
February 07, 2026
The race to lead the world’s most powerful financial institution has moved from the boardrooms of Washington to the high-stakes arena of prediction markets. As of February 7, 2026, Kevin Warsh has...
Via
PredictStreet
Topics
Bonds
Economy
Government
The Artificial Intelligence (AI) Dark Horse That Wall Street Is Watching
↗
February 07, 2026
UiPath has flown under the media's radar despite some heavy Wall Street investment late last year, is it worth a look?
Via
The Motley Fool
Topics
Artificial Intelligence
World Trade
The Warsh Shock: A New Era of ‘Productive Dovishness’ as Kevin Warsh is Tapped for Fed Chair
February 06, 2026
In a move that has sent shockwaves through global financial markets, the nomination of Kevin Warsh to succeed Jerome Powell as the Chair of the Federal Reserve has signaled a dramatic regime shift in...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Evercore Shakes Wall Street with Record Q4 2025 Results, Signaling a 2026 ‘Security Supercycle’
February 06, 2026
In a definitive signal that the investment banking winter has not only thawed but shifted into a high-intensity burn, Evercore (NYSE: EVR) reported a staggering Q4 2025 earnings beat this week, posting...
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
The SaaSpocalypse: Nasdaq Hits Year Lows as Anthropic’s ‘Claude Cowork’ Dismantles the Software Moat
February 06, 2026
The technology sector is currently enduring its most violent repricing since the 2022 interest rate shocks, as a wave of selling has sent the Nasdaq 100 (NASDAQ:QQQ) to levels not seen since...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Initial Public Offering
The Great Power Grab: Why AI and Net Zero Pushed Utility Deal Values Up 98% in 2025
February 06, 2026
The global energy landscape has undergone a seismic shift, culminating in a staggering 98% year-over-year surge in deal value for the Power and Utilities (P&U) sector as of early 2026. According to the...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Energy
Meta Platforms (META) 2026 Deep Dive: The Superintelligence Era and the $100B AI Gamble
February 06, 2026
As of February 6, 2026, Meta Platforms (NASDAQ: META) stands at a pivotal juncture in its twenty-two-year history. After surviving the "Year of Efficiency" in 2023 and the subsequent AI-driven bull run...
Via
Finterra
Topics
Artificial Intelligence
Economy
Initial Public Offering
The Phoenix of Big Pharma: A 2026 Deep-Dive into AstraZeneca’s Global Dominance
February 06, 2026
As of February 6, 2026, AstraZeneca PLC (NASDAQ: AZN) stands as a case study in corporate resilience and strategic reinvention. Once a company teetering on the edge of a massive patent cliff a decade...
Via
Finterra
Topics
Economy
Government
Intellectual Property
Cboe Global Markets (CBOE): The Derivatives Powerhouse in a Volatile World
February 06, 2026
As of February 6, 2026, the global financial landscape is characterized by a "new normal" of elevated volatility and a pervasive "options-ification" of retail and institutional portfolios. Standing at...
Via
Finterra
Topics
Derivatives
Economy
Regulatory Compliance
Polo, Profits, and Prestige: The Ralph Lauren (RL) Deep Dive of 2026
February 06, 2026
Date: February 6, 2026 Introduction In the volatile world of global luxury, few brands have navigated the shifting tides of consumer sentiment as masterfully as Ralph Lauren (NYSE: RL). As of early...
Via
Finterra
Topics
Artificial Intelligence
Economy
World Trade
MicroStrategy (MSTR) Deep Dive: Navigating the 2026 ‘Bitcoin Yield’ Strategy Amid Market Volatility
February 06, 2026
Date: February 6, 2026 Introduction In the first week of February 2026, the financial markets witnessed a stark reminder of the volatility inherent in the "Bitcoin Treasury" model. MicroStrategy...
Via
Finterra
Topics
Artificial Intelligence
ETFs
Economy
McKesson (MCK): A Structural Re-rating Driven by Oncology and GLP-1 Momentum
February 06, 2026
McKesson Corporation (NYSE: MCK) stands today as the undisputed titan of the U.S. pharmaceutical supply chain. While the company has long been a staple of the Fortune 500, its relevance has surged in...
Via
Finterra
Topics
Artificial Intelligence
Economy
Fraud
GLD Holds More Gold While IAU Is More Affordable
↗
February 05, 2026
Expense ratios, risk profiles, and fund size set these two gold ETFs apart for investors weighing long-term portfolio fit.
Via
The Motley Fool
Topics
ETFs
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