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home
about us
Investment Approach
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Market Analysis Summary
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Team Biographies
Firm ADV PDFs
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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
Total Asset Fund (TAF)
TAF sm Program
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Client Information
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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
MARKET RESEARCH
Featured Quarterly Newsletter
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Morgan Stanley
(NY:
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217.36
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Updated: 7:00 PM EDT, Aug 14, 2026
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Stock Market Today, March 27: Unity Software Surges on Vector AI Guidance
↗
March 27, 2026
On March 27, 2026, investors weighed Unity’s Vector AI-fueled Q1 revenue hike against a sweeping overhaul of its ads and gaming portfolio.
Via
The Motley Fool
Topics
Artificial Intelligence
Stocks
Wall Street’s Dark Friday: Nasdaq Sinks into Correction as Five-Week Rout Deepens
March 27, 2026
The U.S. stock market suffered a brutal sell-off on Friday, March 27, 2026, capping off a disastrous month that has seen trillions in market value evaporate. What began as a cautious retreat in early...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
Google Stock Is Almost in Bear Market Territory. Should You Buy the Dip?
March 27, 2026
GOOGL stock is down from its all-time high. With record revenues, a $240 billion cloud backlog, and booming AI growth, is this dip worth buying?
Via
Barchart.com
Topics
Artificial Intelligence
Earnings
Jefferies Earnings: A Tale of Two Banks as Investment Banking Surges 22% Amid Credit Fallout
March 27, 2026
Jefferies Financial Group (NYSE: JEF) reported its first-quarter 2026 earnings this week, unveiling a financial performance that analysts are describing as a striking paradox. The New York-based...
Via
MarketMinute
Topics
Bankruptcy
Earnings
Economy
Yields of Steel: 10-Year Treasury Hits 4.41% as "Higher for Longer" Reality Rattles Markets
March 27, 2026
The US financial landscape has been jolted this week as the benchmark 10-year Treasury yield climbed and held firm at 4.41%, a level that signals a definitive end to the brief optimism of early 2026....
Via
MarketMinute
Topics
Bonds
Credit Cards
Economy
Tidio Research Finds AI Influences Half of Purchase Decisions but Receives Credit for Less Than 1% of Web Traffic
March 27, 2026
Chicago, Illinois--(Newsfile Corp. - March 27, 2026) - According to McKinsey, half of consumers...
Via
Newsfile
Topics
Artificial Intelligence
Wall Street’s Strategic Renaissance: Goldman Sachs and Morgan Stanley Surge Amid a 2026 M&A Supercycle
March 26, 2026
As of March 26, 2026, the financial landscape is witnessing a dramatic "Strategic Renaissance" in dealmaking, catapulting the earnings outlook for Wall Street’s titan investment banks to heights not...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Workforce
The Great SaaS Reset: B2B Software Equities Plunge 25% as AI Disruption Rewrites the Playbook
March 26, 2026
The enterprise software sector is grappling with a historic "SaaSpocalypse" as of late March 2026. Public B2B technology equities have undergone a brutal 25% valuation compression year-to-date, marking...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
SpaceX IPO May Allocate 30% to Retail Investors, 3x the Usual Amount
↗
March 26, 2026
Elon Musk's SpaceX is gearing up for a massive IPO.
Via
The Motley Fool
Topics
Initial Public Offering
Jefferies Earnings Surge Signals a "Strategic Renaissance" for Wall Street Dealmaking
March 26, 2026
Jefferies Financial Group (NYSE: JEF) kicked off the first-quarter 2026 earnings season for the financial sector with a robust performance, reporting a 22% increase in net profit. The firm’s results,...
Via
MarketMinute
Topics
Artificial Intelligence
Bankruptcy
Economy
The Sputtering Flywheel: US Private Credit Faces a ‘Reckoning’ as Distressed Exchanges and Liquidity Gaps Explode
March 26, 2026
NEW YORK — The decade-long "golden age" of the US private credit market is facing its most severe stress test to date. As of late March 2026, a confluence of stagnant interest rates, an "exit logjam"...
Via
MarketMinute
Topics
Bankruptcy
Bonds
Economy
The Trillion-Dollar Launch: SpaceX Set to File for Historic $75 Billion IPO as Musk Integrates xAI Into Orbital Vision
March 26, 2026
In a move that promises to redefine the global financial landscape, SpaceX is reportedly preparing to file its long-awaited S-1 prospectus as early as this week, marking the beginning of the largest...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Initial Public Offering
The Market Is Worried That Private Credit Is the Next Shoe to Drop. 5 Things Investors Need to Know.
↗
March 26, 2026
Investors have been concerned about private credit for months now, largely because it's difficult to know what's going on in this opaque sector.
Via
The Motley Fool
Silicon Tsunami: The $200 Billion AI IPO Wave Reshapes Wall Street
March 26, 2026
The technology sector is currently witnessing its most significant capital infusion since the early days of the cloud revolution. As of March 2026, the "AI Class of 2026"—led by the massive public...
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
Why Micron Stock Keeps Going Down
↗
March 26, 2026
Morgan Stanley explains why Micron stock is too cheap to ignore.
Via
The Motley Fool
Topics
Artificial Intelligence
Morgan Stanley Defends Memory Chip Stocks Amid Slump
↗
March 26, 2026
Morgan Stanley called the sell-off in memory chip stocks “healthy,” but said Micron and Sandisk could run higher.
Via
Investor's Business Daily
The Trillion-Dollar Countdown: SpaceX Sets the Stage for a Historic 2026 IPO
March 26, 2026
As the global financial markets open on March 26, 2026, a singular narrative has eclipsed all other fiscal news: the imminent public debut of SpaceX (Space Exploration Technologies Corp.). Long...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
The Agentic Rebirth: Inside UiPath’s (PATH) Strategy to Dominate AI-Driven Fraud Detection
March 26, 2026
As of March 26, 2026, the enterprise software landscape is undergoing a fundamental shift from "copilots"—which assist humans—to "agents," which execute complex goals autonomously. At the center of...
Via
Finterra
Topics
Artificial Intelligence
Economy
Fraud
Meta’s AI Transformation: Analyzing the 2026 ‘Superintelligence’ Pivot and Workforce Cuts
March 26, 2026
By Financial Research Desk | March 26, 2026 Introduction As of March 26, 2026, Meta Platforms (NASDAQ: META) finds itself at a historic crossroads. After successfully navigating the "Year of...
Via
Finterra
Topics
Artificial Intelligence
Economy
Workforce
Morgan Stanley Says This Is the Top Thing for Tesla Stock Bulls to Watch in 2026
March 26, 2026
Morgan Stanley says the biggest potential driver for Tesla this year is whether it can launch an unsupervised robotaxi fleet
Via
Barchart.com
Topics
Artificial Intelligence
Arm Holdings (ARM): The AGI Pivot and the Meta Alliance
March 26, 2026
As of March 26, 2026, the global semiconductor landscape is witnessing a seismic shift. Arm Holdings plc (Nasdaq: ARM), once known primarily as the silent architect behind the world’s smartphone...
Via
Finterra
Topics
Artificial Intelligence
Economy
Initial Public Offering
Deep Dive: Braze (BRZE) Q4 Beat and the $100M Buyback Signal a New Era of Profitability
March 26, 2026
By Financial Analyst Team | Published March 26, 2026 Introduction In the rapidly evolving landscape of customer engagement, few companies have demonstrated the resilience and technical agility of Braze...
Via
Finterra
Topics
Artificial Intelligence
Initial Public Offering
Amazon Stock vs. Palantir Stock: A Wall Street Analyst Says Buy One and Sell the Other
↗
March 26, 2026
Brent Thill at Jefferies expects Amazon shares to move higher while Palantir shares drop sharply.
Via
The Motley Fool
Topics
Artificial Intelligence
1 of Wall Street’s Favorite Stock with Promising Prospects and 2 We Find Risky
March 26, 2026
Wall Street has set ambitious price targets for the stocks in this article. While this suggests attractive upside potential, it’s important to remain skeptic...
Via
StockStory
Morgan Stanley's Bitcoin ETF Gets Official Listing Announcement By NYSE: Analyst Says This 'Typically' Means Launch Imminent
↗
March 26, 2026
NYSE Arca approves Morgan Stanley's (NYSE: MS) spot Bitcoin (BTC) ETF for listing on Wednesday, paving the way for mainstream institutional access to direct BTC exposure via traditional exchanges.
Via
Benzinga
Topics
ETFs
Amazon Is Entering the Humanoid Robot Market. 3 Important Things to Know About the Fauna Robotics Acquisition.
↗
March 25, 2026
Amazon is gearing up to become a much bigger player in robotics.
Via
The Motley Fool
Why Constellation Energy Stock Was a Winner on Wednesday
↗
March 25, 2026
An analyst resumed coverage of the company.
Via
The Motley Fool
Topics
Artificial Intelligence
Government
Banks at the Helm: Why the Great Rotation is Betting Big on Financials
March 25, 2026
As the first quarter of 2026 draws to a close, the narrative dominating Wall Street is no longer the relentless climb of "Magnificent Seven" tech giants, but rather a profound structural shift toward...
Via
MarketMinute
Topics
Artificial Intelligence
Credit Cards
ETFs
Goldman Sachs Shatters Records with $14.01 EPS in Q4 2025 as Equities Trading Hits Historic High
March 25, 2026
On January 15, 2026, the Goldman Sachs Group Inc. (NYSE: GS) delivered a financial performance that has fundamentally reshaped the narrative of Wall Street’s post-pandemic "renaissance." Reporting a...
Via
MarketMinute
Topics
Artificial Intelligence
Credit Cards
Derivatives
Crypto News: Pepeto Updates Binance Level Exchange While Ethereum Price Prediction Targets $7,500 After Buyer Volume Spike
March 25, 2026
The Ethereum based crypto Pepeto’s team just completed its order book engine and multi chain liquidity layer, clearing the last
Via
First Publisher
Topics
Artificial Intelligence
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