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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
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
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
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Alphabet-A
(NQ:
GOOGL
)
304.17
+1.89 (+0.63%)
Streaming Delayed Price
Updated: 10:57 AM EDT, Mar 16, 2026
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Oracle Shares Jump 11% on FQ3 Earnings Beat and Bold $90B Revenue Outlook
March 12, 2026
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Nvidia Seals $2 Billion Alliance with Nebius Group to Build the Future of AI Factories
March 12, 2026
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Google Just Closed Its $32 Billion Wiz Deal. How Should You Play GOOGL Stock Here?
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The Return of Valuation Gravity: How Diverging Bond Yields are Reshaping the 2026 Equity Landscape
March 12, 2026
The financial markets have entered a period of profound recalibration as of March 12, 2026, driven by a widening gap between short-term and long-term Treasury yields. This phenomenon, often referred to...
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The Great Defensive Pivot: Why Consumer Staples are Outpacing Big Tech in 2026
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As of March 12, 2026, the financial landscape has undergone a startling transformation. The long-standing dominance of high-growth technology stocks has faltered, giving way to an unexpected champion:...
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The Rubin Era: NVIDIA’s GTC 2026 Approaches as a Litmus Test for the AI Economy
March 12, 2026
As the global financial community prepares for NVIDIA’s (NASDAQ:NVDA) annual GPU Technology Conference (GTC), scheduled to begin on March 16, 2026, in San Jose, the stakes have never been higher for...
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Marvell Technology Shakes Off Bear Market Blues with Record Q4 Results and AI-Driven Growth Strategy
March 12, 2026
Marvell Technology (NASDAQ:MRVL) has officially signaled a turnaround in its fiscal fourth-quarter 2026 earnings report, delivering record-breaking revenue and profit figures that have effectively...
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MarketMinute
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AI Titan at a Crossroads: Broadcom Faces High-Stakes Earnings Amid 24% Drawdown and Options Volatility
March 12, 2026
As the semiconductor industry hurtles toward a projected $1 trillion in annual sales, all eyes have turned to Broadcom Inc. (NASDAQ: AVGO) as it navigates a period of intense market scrutiny. Despite...
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MarketMinute
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Sasso Guerrero & Henderlite Enhances Google Business Profile for Downtown Jacksonville Office
March 12, 2026
JACKSONVILLE, FL - March 12, 2026 - PRESSADVANTAGE - Sasso Guerrero & Henderlite has enhanced its Google Business Profile for its downtown Jacksonville office to provide comprehensive information about...
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SentinelOne (S): The Billion-Dollar Pivot to Autonomous AI Security
March 12, 2026
As the cybersecurity landscape undergoes a tectonic shift driven by generative artificial intelligence and agentic defense, SentinelOne (NYSE: S) stands at a critical crossroads. Once a high-flying...
Via
Finterra
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Malware
Accenture Expands Google Cloud Alliance To Stop Next-Gen AI Hackers
↗
March 12, 2026
Accenture and Google Cloud expand their alliance to fight agentic AI cyber threats using Google Security Operations and Wiz technology.
Via
Benzinga
Topics
Artificial Intelligence
True North Social Shares Expert Insights on How to Use Google Ads Effectively in Today's Competitive Digital Landscape
March 12, 2026
CULVER CITY, CA - March 12, 2026 - PRESSADVANTAGE - True North Social, a full-service digital marketing agency based in Los Angeles, has released comprehensive insights addressing the growing need...
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Press Advantage
Nvidia Is Making a Massive $26 Billion Bet on the Future of Artificial Intelligence (AI)
↗
March 12, 2026
The company is expanding beyond its chipmaking roots.
Via
The Motley Fool
Topics
Artificial Intelligence
3 Nasdaq 100 Stocks to Research Further
March 12, 2026
The Nasdaq 100 (^NDX) is packed with high-growth companies, and while the market is competitive, some are pulling ahead. A handful of standout businesses are...
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StockStory
Nvidia Confirms Building AI Models That Compete With Its Own Biggest Customers — And It’s Spending $26B To Do It
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March 12, 2026
Nvidia has been developing its own AI models since 2023; unlike consumer chatbots, these models are designed to help enterprises build AI applications that run on Nvidia chips.
Via
Stocktwits
Topics
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Uber Stock Is Down 12% in Just 3 Months. Time to Buy?
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March 11, 2026
Despite trips surging 22% year over year in its most recent quarter, uncertainty surrounding autonomous driving continues to weigh on the stock.
Via
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3 Top Artificial Intelligence Stocks to Buy in March
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March 11, 2026
AI continues to be a good place to find attractive investments.
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Walt Disney Stock Looks Cheap. But Is It a Buy?
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March 11, 2026
Disney's recent NFL deal strengthens its sports business, but other problems linger.
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Dividend Data Launches “Dividend Data for Spreadsheets,” Bringing 30+ Years of Dividend and Financial Data Directly to Excel and Google Sheets
March 11, 2026
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AB Newswire
Silicon Fortress: Nvidia Defies Geopolitical Gravity as AI Sector Anchors Market Stability
March 11, 2026
As of March 11, 2026, the financial landscape continues to grapple with a complex web of geopolitical tensions and shifting economic mandates. Yet, amidst the volatility, Nvidia (NASDAQ:NVDA) once...
Via
MarketMinute
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Oracle (ORCL) Surges 8% as AI Infrastructure Demand Drives Record $550 Billion Backlog
March 11, 2026
Oracle Corporation (NYSE: ORCL) shares surged more than 8% in early trading on Wednesday, March 11, 2026, following a third-quarter earnings report that handily beat analyst expectations and provided...
Via
MarketMinute
Topics
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Nvidia Just Poured $2 Billion Into This $28 Billion AI Cloud Company -- Here's Why It Matters for 2026
↗
March 11, 2026
This neocloud provider just became the latest beneficiary of Nvidia's extravagant spending spree.
Via
The Motley Fool
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The Best Stocks to Invest $3,000 in Right Now
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March 11, 2026
As always, taking a step back and looking at the bigger picture reveals an opportunity that most people are looking right past.
Via
The Motley Fool
Topics
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Oracle Stock Surges 10% on Massive $17.2B Revenue and AI Infrastructure Boom
March 11, 2026
Oracle Corporation (NYSE: ORCL) sent shockwaves through the technology sector today as its stock surged approximately 10% in early trading, following a blockbuster third-quarter earnings report that...
Via
MarketMinute
Topics
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3 Top Quantum Computing Stocks to Buy in March
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March 11, 2026
You don't have to chase unproven start-ups to benefit from quantum computing.
Via
The Motley Fool
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Disney Investors Just Got Really Bad News from Alphabet
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March 11, 2026
The media landscape continues to undergo a seismic secular shift.
Via
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Where Will Brookfield Renewable Corporation (BEPC) Be in 5 Years?
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March 11, 2026
The green energy leader is still a reliable long-term investment.
Via
The Motley Fool
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2 Stocks That Will Be Worth More Than Apple by 2028
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March 11, 2026
Apple has been living on past success for many years.
Via
The Motley Fool
Topics
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