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home
about us
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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
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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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
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Intuit
(NQ:
INTU
)
452.31
+12.35 (+2.81%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Mar 16, 2026
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Software-mageddon: The $800 Billion Tech Selloff and the Death of the SaaS Model
February 16, 2026
The second week of February 2026 will be remembered in financial history as "Software-mageddon," a period of unprecedented volatility that saw the S&P 500 Software Index plummet by 13% in just five...
Via
MarketMinute
Topics
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The AI Reality Check: Nasdaq Snaps Five-Week Slide as Market Rotates Toward Defensive Stability
February 16, 2026
The tech-heavy Nasdaq Composite (INDEXNASDAQ: .IXIC) has finally halted its most grueling losing streak in nearly four years, ending a five-week downward spiral on February 13, 2026. This period of...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
AI Fear Trade? Hedge Funds Reportedly Made Their Biggest Bet Against Tech In Years, Says Goldman Sachs
↗
February 09, 2026
Via
Stocktwits
Topics
Artificial Intelligence
Intuit Inc. (NASDAQ:INTU) Emerges as a Prime Affordable Growth Stock
↗
February 06, 2026
Via
Chartmill
Intuit Stock Outlook: Is Wall Street Bullish or Bearish?
February 16, 2026
While Intuit has lagged behind the broader market over the past year, Wall Street remains cautiously optimistic about the stock.
Via
Barchart.com
Topics
Artificial Intelligence
ETFs
1 Artificial Intelligence (AI) Stock Investors Are Buying on the Dip
↗
February 15, 2026
This key AI stock got hit hard, and smart investors saw a big opportunity.
Via
The Motley Fool
Topics
Artificial Intelligence
Intuit Options Activity Signals Potential Bullish Reversal
February 13, 2026
Intuit’s options volume on Thursday was the highest in 24 months. As a result, its unusual options activity was also on fire with two in the top five. The action points to a potential bottom....
Via
Barchart.com
Topics
Artificial Intelligence
Stocks
The Great Wealth Management Rout: AI "Agents" Spark Crisis of Confidence for Traditional Finance
February 13, 2026
NEW YORK — The long-anticipated "AI reckoning" for the financial services sector arrived with a vengeance this week, as a wave of selling hit traditional wealth managers and regional banks. Investors,...
Via
MarketMinute
Topics
Artificial Intelligence
Intuit: A Strong Contender or Overhyped Stock?
↗
February 12, 2026
Curious about Intuit's potential in the stock market? Our experts break down the company's strengths and weaknesses to help you decide if it's a worthy investment.
Via
The Motley Fool
Ready to Get Greedy in the "SaaSpocalypse"? Check Out This Software ETF.
↗
February 12, 2026
Investors are sending mixed messages about AI and software stocks.
Via
The Motley Fool
Topics
Artificial Intelligence
The 'SaaSpocalypse' Arrives: Why the Software Sector Is Facing a Brutal Reckoning
February 12, 2026
The enterprise software market is currently grappling with a seismic shift that many are calling the "Software Sector Apocalypse" or the "SaaSpocalypse." As of mid-February 2026, a massive rotation out...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
Stocks Rise Before the Open on U.S. Economic Optimism, Earnings and Jobless Claims Data in Focus
February 12, 2026
March S&P 500 E-Mini futures (ESH26) are up +0.33%, and March Nasdaq 100 E-Mini futures (NQH26) are up +0.23% this morning, pointing to a higher open on Wall Street as strong U.S. jobs data boosted...
Via
Barchart.com
Topics
Artificial Intelligence
Economy
Government
S&P 500 Retreats from Historic 7,000 Milestone as 'Warsh Shock' and Tariff Pressures Tighten Market Margins
February 11, 2026
The S&P 500 Index retreated further from its historic peaks on Wednesday, closing at 6,914.75, a decline of 0.39% for the session. This pullback marks a significant cooling period for a market that...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
Buy These 2 Beaten-Down Growth Stocks
↗
February 11, 2026
One is down 26% this year, and the other has fallen 39%.
Via
The Motley Fool
Topics
Artificial Intelligence
Stocks
Intuit to Host Investor Day on September 17, 2026
February 11, 2026
From
Intuit Inc.
Via
Business Wire
Gapping S&P500 stocks in Wednesday's session
↗
February 11, 2026
Via
Chartmill
SaaSpocalypse 2026: Why Wall Street is Slashing Software Valuations and Turning Cautious on Debt
February 11, 2026
The software sector is currently weathering its most severe valuation crisis in over a decade, as a sudden and aggressive sell-off has wiped out billions in market capitalization. This downturn,...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Earnings
Intuit Launches New AI-Powered Construction Edition for Intuit Enterprise Suite
February 11, 2026
From
Intuit Inc.
Via
Business Wire
The 50,000 Frontier: Dow Jones Shatters Historic Milestone Amidst Tech Resurgence
February 10, 2026
On February 9, 2026, the Dow Jones Industrial Average (DJIA) carved its name into the history books, closing at a record high of 50,219.00. This historic milestone marks a monumental achievement for...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
Intuit Mailchimp Unlocks a New Era of Profitable Ecommerce Marketing with Advanced, Data-Driven Capabilities
February 10, 2026
From
Intuit Inc.
Via
Business Wire
Databricks Now Valued At Over 2X Snowflake As Software Valuations Come Under Scrutiny
↗
February 09, 2026
Databricks is valued at $134 billion after a new funding round.
Via
Stocktwits
Topics
Artificial Intelligence
Initial Public Offering
The 2026 SaaSpocalypse and the $5,000 Gold Rush: Inside the Market's Most Volatile 'Whipsaw' Week
February 09, 2026
The first full week of February 2026 will be remembered by traders as the "SaaSpocalypse"—a brutal, high-velocity whipsaw that redefined the boundaries of the artificial intelligence trade and tested...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
3 Safe-and-Steady Stocks to Consider Right Now
February 08, 2026
Stocks with low volatility can be a great foundation for a portfolio, especially for investors looking to reduce risk. While they don’t often make headlines, these companies provide consistency in an...
Via
StockStory
There's a Rout in Tech Stocks. What's Going On?
↗
February 07, 2026
Investor concerns about the impact of AI are growing.
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
3 Oversold Software Stocks You Should Buy on the Dip Now
February 07, 2026
DOCU, INTU, and TEAM are three oversold software stocks that offer significant upside potential to shareholders in February 2026.
Via
Barchart.com
BILL Holdings Surges 14% as Fiscal Q2 "Beat and Raise" Validates AI-First Fintech Pivot
February 06, 2026
BILL Holdings (NYSE: BILL) saw its shares skyrocket by more than 14% in early trading on February 6, 2026, as investors cheered a robust second-quarter fiscal 2026 earnings report that exceeded...
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Why Are Genpact (G) Shares Soaring Today
February 06, 2026
Shares of business transformation services company Genpact (NYSE:G) jumped 6.7% in the afternoon session after the company reported fourth-quarter 2025 results that topped Wall Street's expectations...
Via
StockStory
Topics
Artificial Intelligence
OpenAI Launches ‘Frontier’: The Dawn of the Autonomous AI Co-Worker in the Fortune 500
February 06, 2026
On February 5, 2026, OpenAI fundamentally redefined the landscape of corporate productivity with the launch of OpenAI Frontier. Moving beyond the paradigm of simple chat interfaces and creative...
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
The Great Rebalancing: Why the 'Old Economy' is Outpacing Big Tech in 2026
February 06, 2026
As of February 6, 2026, the dominant narrative on Wall Street has shifted from the virtual to the tangible. After years of dominance by Silicon Valley’s software giants, a powerful "Great Rotation" is...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Energy
Anthropic’s ‘Claude Cowork’ Release Triggers $285 Billion ‘SaaSpocalypse’: A Brutal Wake-Up Call for Legacy Tech and Finance
February 06, 2026
The financial world was sent into a tailspin this week as a massive market rout wiped out approximately $285 billion in market capitalization across the software, financial services, and asset...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
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