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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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)
TAF sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Client Information
Client Contact with Portfolio Manager(s)
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
MARKET RESEARCH
Featured Quarterly Newsletter
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Morgan Stanley
(NY:
MS
)
182.91
-2.19 (-1.18%)
Official Closing Price
Updated: 7:00 PM EST, Feb 3, 2026
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Gold Shines Bright: Precious Metals Surge to Multi-Week and All-Time Highs Amidst Rate Cut Speculation
December 01, 2025
December 1, 2025 – The financial markets witnessed a significant rally today as gold prices climbed to a six-week high, while silver soared to an unprecedented all-time record. This surge in precious...
Via
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Silver Soars to Record Highs Amidst Hassett Fed Speculation, Market Braces for Dovish Shift
December 01, 2025
The precious metals market is ablaze as silver prices have shattered all previous records, surging past the $57 per troy ounce mark and posting an astonishing 100% gain in 2025 alone. This...
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Arrowhead Pharmaceuticals Stock Jumps 22% After Morgan Stanley Hikes Price Target
↗
November 26, 2025
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Copper Bull Case 2026: Fundamentals, Trend, Correlation, and a Proven Nov-Feb Seasonal Play
December 01, 2025
Don’t just retweet and forget—pull up the seasonal copper chart, check the correlation years, run the numbers. If you’ve never traded copper before, this is the setup that turns heads. Do your...
Via
Barchart.com
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AI Is Reshaping Wall Street Bets: Morgan Stanley Reportedly Lifts Targets For These Two Chip Giants
↗
December 01, 2025
According to a CNBC report, the investment bank reaffirmed its bullish stance on Nvidia and Broadcom chipmakers, emphasizing their strategic positions in the AI hardware market.
Via
Stocktwits
Topics
Artificial Intelligence
Nvidia Just Earned A Massive 41% Price Target Boost From Morgan Stanley — Broadcom Also Raised As AI Frenzy Accelerates
↗
December 01, 2025
Morgan Stanley has raised its price targets for Nvidia Corporation (NASDAQ: NVDA) and Broadcom Inc (NASDAQ: AVGO), citing the ongoing momentum in artificial intelligence (AI).
Via
Benzinga
Topics
Artificial Intelligence
Micron's Meteoric Year Leaves Nvidia, Other AI Darlings Behind — But Retail Traders Aren't Buying The Hype Yet
↗
December 01, 2025
The year's hottest chip stock has surged 180% while sentiment on Stocktwits quietly slumps, even as Wall Street raises the ceiling on Micron's AI-fueled memory boom.
Via
Stocktwits
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Artificial Intelligence
2 Unstoppable Stocks That Could Join Apple, Nvidia, Microsoft, and Alphabet in the $3 Trillion Club by 2030
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November 30, 2025
Investing in these AI infrastructure leaders could prove a smart decision.
Via
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Gold's Golden Streak Continues as Silver Shatters Records Amid Dovish Fed Hopes
November 28, 2025
Precious metals are currently experiencing a remarkable surge, with gold charting its fourth consecutive monthly gain and poised for its best annual performance since 1979. Even more dramatically,...
Via
MarketMinute
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Artificial Intelligence
Bonds
ETFs
Morgan Stanley Warns Oracle Debt Risk Could Hit 2008 Crisis Levels
↗
November 28, 2025
Oracle's aggressive borrowing for AI expansion has raised credit risk concerns, causing Morgan Stanley to issue a warning.
Via
Benzinga
Topics
Artificial Intelligence
What To Know Before Buying Alibaba Stock
↗
November 28, 2025
The stock's price is largely being controlled by three narratives.
Via
The Motley Fool
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Artificial Intelligence
S&P 500 Navigates November Volatility, Eyes Continued Ascent Amidst AI Enthusiasm and Rate Cut Hopes
November 28, 2025
The S&P 500 has experienced a year of robust growth in 2025, largely propelled by an insatiable appetite for artificial intelligence (AI) innovation and the anticipation of forthcoming interest rate...
Via
MarketMinute
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Stocks
How Is Morgan Stanley's Stock Performance Compared to Other Capital Market Stocks
November 28, 2025
Morgan Stanley stock has outpaced other capital market stocks over the past year, and analysts remain fairly optimistic about its prospects.
Via
Barchart.com
Topics
ETFs
Is Morgan Stanley Gaining or Losing Market Support?
↗
November 27, 2025
Via
Benzinga
Goldman Sachs Stock: Is GS Outperforming the Financial Sector?
November 27, 2025
Goldman Sachs has outperformed the Financial Sector over the past year, and analysts are moderately optimistic about the stock’s prospects.
Via
Barchart.com
Topics
Artificial Intelligence
Prediction: 2 AI Stocks Will Be Worth More Than Nvidia and Palantir Technologies Combined by 2030 (Hint: Not Apple)
↗
November 27, 2025
Meta Platforms and Amazon could surpass the current combined market value of Nvidia and Palantir by the end of the decade.
Via
The Motley Fool
Topics
Artificial Intelligence
Google Effect? Broadcom Stock Surges To Fresh Highs, Erasing Losses From Tech Sell-Off
↗
November 27, 2025
Morgan Stanley estimates that Broadcom produced about 1.8 million TPUs for Google in 2025.
Via
Stocktwits
Topics
Artificial Intelligence
Micron Technology Stock: Is MU Outperforming the Technology Sector?
November 27, 2025
Having outperformed the broader technology sector over the past year, Micron Technology continues to attract a bullish outlook from analysts, who remain confident in its growth potential.
Via
Barchart.com
Topics
Artificial Intelligence
Economy
AI Revolutionizes Real Estate: Agents Embrace Smart Tech for Unprecedented Market Impact
November 26, 2025
The real estate industry, traditionally known for its reliance on human expertise and established practices, is undergoing a profound and rapid transformation driven by the pervasive integration of...
Via
TokenRing AI
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Artificial Intelligence
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Fraud
Tech Titans Soar: Apple and Broadcom Shatter Records Amidst Innovation and AI Boom
November 26, 2025
Cupertino, CA & San Jose, CA – November 26, 2025 – The financial markets have been abuzz throughout 2025, culminating in a remarkable period where two technology behemoths, Apple (NASDAQ: AAPL) and...
Via
MarketMinute
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Artificial Intelligence
Economy
Intellectual Property
PD Stock Sank To An All-Time Low Today – What’s Driving The Slump?
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November 26, 2025
PagerDuty stock plummeted nearly 24% after brokerages slashed the stock’s target price after the company trimmed its FY2026 topline outlook.
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Stocktwits
Why PagerDuty (PD) Stock Is Falling Today
November 26, 2025
Shares of digital operations platform PagerDuty (NYSE:PD) fell 25.8% in the afternoon session after the company reported its third-quarter results and provided a disappointing revenue forecast,...
Via
StockStory
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Artificial Intelligence
Why Shares of Fluence Energy Are Charging Higher Today
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November 26, 2025
Temperatures may be falling, but the market is warming up to this energy storage specialist.
Via
The Motley Fool
Topics
Artificial Intelligence
Li Auto Posts Unexpected Loss In Q3 As EV Sales Drop
↗
November 26, 2025
CEO Xiang Li highlighted challenges pertaining to the supply chain and product lifecycle, among others.
Via
Stocktwits
Topics
Economy
Morgan Stanley's Michael Gapen Predicts US Economy To Return To ‘Modest Growth’ In 2026
↗
November 26, 2025
The economist predicts the U.S. economy will grow at 1.8% in 2026 and 2% in 2027.
Via
Stocktwits
Topics
Economy
Government
Immigration
Deutsche Bank's Bold Gold Forecast Ignites Market Optimism, Signaling Potential Surge Towards $4,450/oz in 2026
November 26, 2025
New York, NY (November 26, 2025) – Deutsche Bank (NYSE: DB) has sent a ripple of anticipation through global financial markets today by significantly elevating its 2026 gold price forecast to an...
Via
MarketMinute
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Economy
Law Enforcement
How Is Walt Disney's Stock Performance Compared to Other Communication Services Stocks?
November 26, 2025
While Walt Disney has underperformed relative to its industry peers over the past year, Wall Street analysts maintain a moderately optimistic outlook on the stock’s prospects.
Via
Barchart.com
Topics
ETFs
2 Artificial Intelligence (AI) Stocks That Could Still Double From Here
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November 26, 2025
These profitable tech giants offer enough growth to double your investment in five years.
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The Motley Fool
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Strategy’s Worst Month Since 2024 Pushes Its Market Cap Below Its Bitcoin Holdings — But Retail Bulls Are Unfazed
↗
November 26, 2025
The company currently holds 649,870 Bitcoins, valued at over $56 billion. Its market capitalization has slipped to $49.5 billion.
Via
Stocktwits
Topics
Economy
Nio Stock Tumbles As Wall Street Cuts Targets On ‘Weak’ Q4 Outlook — But Retail Traders Are Bullish Over Longer Horizon
↗
November 25, 2025
The company’s Q3 results showed revenue slightly below expectations despite strong delivery growth.
Via
Stocktwits
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