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home
about us
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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
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Quarterly Performance Reports
Market Value Securities (MVS)
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Back Dated Performance Reports
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TAV Program
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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
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Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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Event Schedule
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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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Cisco Systems
(NQ:
CSCO
)
78.42
+0.68 (+0.87%)
Streaming Delayed Price
Updated: 10:55 AM EDT, Mar 13, 2026
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The AI Backbone: A Deep Dive into Arista Networks (ANET) After the Q4 Earnings Beat
February 17, 2026
As of February 17, 2026, the technology landscape has been irrevocably altered by the "AI-first" paradigm. Within this architecture, computing power—specifically GPUs—often commands the headlines....
Via
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Ignore Wall Street’s ‘Anti-AI’ Mode and Keep Buying These 3 Stocks
February 17, 2026
Constellation Research thinks the selloff in tech stocks is overdone. These three names may be the way to play the trade.
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Take Control of Your Cash Flow; Energy Stocks on Fire
↗
February 17, 2026
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3 Growth Stocks to Stash
February 16, 2026
Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived through the 2020 to 2022 COVID cycle.
Via
StockStory
Topics
ETFs
2 Growth Stocks Set to Flourishand 1 We Ignore
February 16, 2026
Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived through the 2020 to 2022 COVID cycle.
Via
StockStory
The Great Pivot of 2026: Investors Flee 'AI Fatigue' for the Safety of Utilities and Staples
February 16, 2026
NEW YORK — The exuberant AI-driven rally that defined the middle of the decade has hit a formidable wall in February 2026. In a dramatic shift of market leadership, institutional capital is staging a...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
World Trade
Cisco Shares Plunge 12% as AI-Driven Memory Costs Squeeze Margins
February 16, 2026
The gold rush for Artificial Intelligence infrastructure has hit a significant roadblock, and the fallout is reverberating through the heart of the networking world. Cisco Systems (NASDAQ: CSCO) saw...
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
Inflation Thaw: February CPI Slips to 2.4%, Calming Markets After ‘SaaSpocalypse’ and Shutdown Volatility
February 16, 2026
The long-awaited cooling of price pressures has finally arrived, providing a much-needed lifeline to a financial market battered by a chaotic start to the month. On February 13, 2026, the Bureau of...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Government
Cisco's AI Orders Hit $2.1 Billion in One Quarter--And Two Major Products Aren't Even Counted Yet
↗
February 16, 2026
The networking giant is finally having success selling to hyperscalers.
Via
The Motley Fool
Topics
Artificial Intelligence
The Apple Exception: How the Tech Giant Defies the ‘Most Admired’ Market Curse
February 16, 2026
In late January 2026, Apple Inc. (NASDAQ: AAPL) once again silenced skeptics by reporting a record-shattering $143.8 billion in quarterly revenue, marking its most successful holiday season in history....
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Supply Chain
The SaaSpocalypse of 2026: Why AppLovin and Cisco’s Record Earnings are Falling on Deaf Ears
February 16, 2026
In a startling paradox that has left market veterans scratching their heads, February 2026 has become the month where "beating and raising" was no longer enough for Silicon Valley’s elite. Despite...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Fastly’s 2026 Resurgence: How the AI Edge Pivot Triggered a 100% Monthly Gain
February 16, 2026
As of February 16, 2026, the financial markets are witnessing one of the most dramatic mid-cap turnarounds in recent memory. Fastly, Inc. (NYSE: FSLY) has surged nearly 100% in the first two weeks of...
Via
Finterra
Topics
Artificial Intelligence
Initial Public Offering
World Trade
The Backbone of AI: A Deep Dive into Arista Networks (ANET) and the Ethernet Revolution
February 16, 2026
As of February 16, 2026, the financial markets are witnessing a pivotal moment in the infrastructure of artificial intelligence. While NVIDIA remains the face of AI compute, Arista Networks (NYSE:...
Via
Finterra
Topics
Artificial Intelligence
Earnings
Economy
Why Figma Stock Crashed 81%: The IPO Mechanics Retail Never Saw Coming
↗
February 14, 2026
Figma’s IPO looked like a comeback for tech listings. Months later, retail was down big. The structure explains why.
Via
InvestorPlace
Topics
Artificial Intelligence
Economy
Initial Public Offering
Cisco’s AI Momentum Hit by Margin Reality: Stock Slides 7% Despite Record Earnings
February 13, 2026
Cisco Systems (NASDAQ: CSCO) reported stellar second-quarter results for fiscal year 2026, delivering record-breaking revenue and earnings that comfortably cleared Wall Street’s hurdles. However, the...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Supply Chain
Volatility Returns to Wall Street: VIX Surges 18% as AI Fatigue Triggers Massive Three-Day Sector Rotation
February 13, 2026
The U.S. equity markets faced a grueling three-session losing streak ending Friday, February 13, 2026, as a wave of "AI capex fatigue" and disappointing corporate guidance sent investors scurrying for...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Morgan Stanley Shares Stumble as AI ‘Hazel’ Ignites Profit Margin Fears in Wealth Management
February 13, 2026
In a week that has sent ripples through the core of Wall Street’s advisory business, Morgan Stanley (NYSE: MS) saw its shares retreat by nearly 5% between February 9 and February 13, 2026. The...
Via
MarketMinute
Topics
Artificial Intelligence
Regulatory Compliance
Cisco Systems Reports Lower Free Cash Flow - But, Is CSCO Stock A Buy Here?
↗
February 13, 2026
Based on its strong FCF and FCF margins, despite higher AI-related investments and capital expenditures (capex), Cisco Systems' stock has good upside.
Via
Talk Markets
Cisco’s Earnings Paradox: Margin Pressures and Component Costs Overshadow Strong AI Growth
February 13, 2026
The enterprise networking landscape was sent into a tailspin this week as Cisco Systems (NASDAQ:CSCO) reported its second-quarter fiscal 2026 results. Despite surpassing analyst expectations for both...
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
Cisco Systems Below $82? Buy Now, It Won’t Last—$182 Is Coming
↗
February 13, 2026
Via
MarketBeat
Cisco Systems Reports Lower Free Cash Flow - But, Is CSCO Stock a Buy Here?
February 13, 2026
Cisco Systems reported positive free cash flow (FCF) in the latest quarter, albeit lower than last year. Nevertheless, its FCF margin is still strong, and management provided higher guidance. Analysts'...
Via
Barchart.com
Stock Market Breaks Key Levels Amid AI Disruption Fears; Cisco, AppLovin, Arista, Vertiv In Focus: Weekly Review
↗
February 13, 2026
The S&P 500 is below its 50-day, but the S&P 500 equal-weight ETF is right at highs.
Via
Investor's Business Daily
Topics
Artificial Intelligence
ETFs
Stocks
Inflation Relief Halts Market Bloodletting: S&P 500 and Dow Hold Firm as Tech Slump Persists
February 13, 2026
NEW YORK – After a harrowing session that saw the Dow Jones Industrial Average surrender its hard-won 50,000 milestone, Wall Street found a fragile floor on Friday, February 13, 2026. An encouraging...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
The Great AI Realignment: Why Investors are Fleeing Tech for the Safety of Utilities and Staples
February 13, 2026
NEW YORK — On February 13, 2026, a seismic shift rattled Wall Street as the long-standing "AI-at-any-price" trade finally met its match. In a session that market veterans are already calling...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Earnings
Margin Pressures at Cisco Systems Drag Dow Lower as AI Infrastructure Costs Surge
February 13, 2026
The Dow Jones Industrial Average faced significant headwinds on February 13, 2026, as networking giant Cisco Systems (NASDAQ:CSCO) saw its shares plummet following a cautionary update on its fiscal...
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
Dow Jones 267-Point Slide: Blue-Chip Leaders and the AI Reality Check
February 13, 2026
The Dow Jones Industrial Average endured a chilling session this Friday, February 13, 2026, dropping 267.77 points, or 0.54%, to close at 49,184.21. The slide marked the second consecutive day of...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
The Great Filter: How "AI Anxiety" is Decimating Legacy Tech While Forging New Titans
February 13, 2026
As of mid-February 2026, the initial euphoria that surrounded the "Generative AI" boom of 2023 and 2024 has curdled into a structural "AI Anxiety" among the world's legacy technology giants. No longer...
Via
MarketMinute
Topics
Artificial Intelligence
Workforce
The Golden Pivot: Precious Metals Shatter Records as Dow Sinks Below 50,000
February 13, 2026
The global financial landscape has shifted dramatically this week as the Dow Jones Industrial Average (DJIA) plummeted below the psychologically critical 50,000 mark, closing at 49,451.88. This retreat...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
S&P 500 Skids Toward Weekly Loss Despite Cooling Inflation: The 2026 AI Paradox
February 13, 2026
The financial markets are currently witnessing a rare and unsettling disconnect. On Friday, February 13, 2026, the S&P 500 (INDEXSP: .INX) is struggling to maintain a marginal morning gain, despite a...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
SEOZilla Launches AgentClaw.now to Bring OpenClaw AI Agents to Everyone
February 13, 2026
Via
Press Release Distribution Service
Topics
Artificial Intelligence
Credit Cards
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