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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
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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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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
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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
Bond Fund Seminar
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BlackRock
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Updated: 4:00 PM EST, Jan 27, 2026
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BlackRock Shatters Records: Assets Under Management Hit Historic $14 Trillion Amid Surge in Inflows
January 19, 2026
BlackRock (NYSE: BLK) has solidified its position as the undisputed king of the financial world, reporting a staggering Q4 2025 earnings result that pushed its total Assets Under Management (AUM) to a...
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The Ghost in the Machine: How Agentic AI is Redefining Insider Trading in 2026
January 19, 2026
As of January 2026, the financial world has moved beyond the era of AI "assistants" into the high-stakes reality of autonomous agentic trading. While these advanced models have brought unprecedented...
Via
TokenRing AI
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This Under-the-Radar Fintech Stock Is About to Break Out in 2026, and You've Never Heard of It
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January 19, 2026
There are some key catalysts that could make this stock one of the top performers in its sector.
Via
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3 Reasons to Watch XRP in 2026
↗
January 19, 2026
These three catalysts could send XRP soaring this year.
Via
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Bitcoin’s Relief Rally Hits $97,000 Milestone Amidst Legislative Gridlock and Macro Resilience
January 19, 2026
The digital asset market witnessed a surge of renewed optimism this past week as Bitcoin (BTC) reclaimed the $97,000 level for the first time in months, signaling a potential end to the volatile...
Via
MarketMinute
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S&P 500 Defies Gravity: Market Hits Record Highs in Historic 2026 Opening
January 19, 2026
The S&P 500 has stormed into 2026 with unprecedented momentum, shattering all-time records and cementing one of the most powerful bull markets in modern financial history. As of January 19, 2026, the...
Via
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Artificial Intelligence
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The Changing Guard: Fed Leadership Shakeup as Warsh Surges Past Hassett
January 19, 2026
The transition of leadership at the Federal Reserve has taken a dramatic turn as of January 19, 2026, with reports indicating that Kevin Hassett is no longer the frontrunner to succeed Jerome Powell as...
Via
MarketMinute
Topics
Bonds
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Government
The Great American Rebound: Why 2026 is Set to See U.S. Stocks Retake the Global Throne
January 19, 2026
As the first month of 2026 unfolds, the narrative in global financial markets is shifting from the international outperformance seen last year back to the perceived safety and growth of the United...
Via
MarketMinute
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Artificial Intelligence
ETFs
Economy
The Sentinel of the AI Supercycle: A Deep-Dive into Palantir’s Path to Global Dominance
January 19, 2026
As we navigate the opening weeks of 2026, few companies command the same level of polarized fascination as Palantir Technologies Inc. (NYSE: PLTR). Once dismissed as a "black box" government...
Via
Finterra
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Artificial Intelligence
Economy
Government
The Trillion-Dollar Pharmacopeia: Eli Lilly’s (LLY) Dominance in the Age of Incretins
January 19, 2026
As of January 19, 2026, the pharmaceutical landscape is being redefined by a single name: Eli Lilly and Company (NYSE: LLY). Once a steady, century-old stalwart known for its dominance in the insulin...
Via
Finterra
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Economy
The Great Silicon Rivalry: How AMD’s MI350/MI400 Roadmap is Challenging Nvidia’s AI Dominance
January 19, 2026
Today’s Date: January 19, 2026 Introduction As we enter 2026, the global computing landscape is defined by a singular, relentless race for artificial intelligence dominance. At the heart of this...
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Finterra
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Broadcom (AVGO): The Architect of the AI Era and the VMware Transformation
January 19, 2026
In the shifting landscape of global technology, few companies have managed to transform themselves as radically—and as profitably—as Broadcom Inc. Today, on January 19, 2026, Broadcom stands not just...
Via
Finterra
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Marvell Technology (MRVL): The Architect of the AI Connectivity Boom Amidst Geopolitical Volatility
January 19, 2026
As of January 19, 2026, the semiconductor landscape has bifurcated into two distinct narratives: the race for raw compute power and the desperate struggle for connectivity to feed it. While NVIDIA...
Via
Finterra
Topics
Artificial Intelligence
Earnings
Economy
The Saylor Playbook: A Deep Dive into MicroStrategy’s (MSTR) Dual-Engine Strategy
January 19, 2026
As of January 19, 2026, MicroStrategy (NASDAQ: MSTR) stands as perhaps the most unconventional success story in the history of capital markets. Once a respected but quiet provider of enterprise...
Via
Finterra
Topics
Artificial Intelligence
ETFs
Economy
The Dual-Engine Era: A 2026 Deep-Dive Research Report on Microsoft (MSFT)
January 19, 2026
The following feature is presented by Finterra. Date: January 19, 2026 Ticker: Microsoft Corporation (NASDAQ: MSFT) Current Price (Approx.): $465.00 Market Cap: $3.45 Trillion Introduction As we move...
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Finterra
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Intellectual Property
The AI Energy Nexus: A Deep Dive into Meta Platforms’ (META) 2026 Strategy
January 19, 2026
Today’s Date: January 19, 2026 Introduction As we enter 2026, Meta Platforms (NASDAQ: META) has successfully navigated one of the most complex corporate transformations in modern history. Once written...
Via
Finterra
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World Trade
The Nuclear Renaissance: Why Vistra Corp is the Bedrock of the AI Era
January 19, 2026
Today’s Date: January 19, 2026 Introduction In the financial annals of the mid-2020s, the most significant story wasn’t found in a Silicon Valley garage or a generative AI software lab, but in the...
Via
Finterra
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The New Era of Johnson & Johnson: A 2026 Deep-Dive Research Feature
January 19, 2026
As of January 19, 2026, Johnson & Johnson (NYSE: JNJ) stands as a radically different enterprise than the one most investors recognized just three years ago. Following the successful spin-off of its...
Via
Finterra
Topics
Artificial Intelligence
Bankruptcy
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GE Aerospace: The New Gold Standard in Global Propulsion and Defense
January 19, 2026
As of January 19, 2026, the industrial landscape of the United States has been fundamentally redefined by the emergence of GE Aerospace (NYSE: GE) as a standalone powerhouse. Once the sprawling...
Via
Finterra
Topics
Earnings
Economy
Product Recall
BlackRock's Rick Rieder Reportedly Among Final Contenders For Fed Chair Role
↗
January 19, 2026
BlackRock Inc (NYSE: BLK) executive Rick Rieder has reportedly made it too the list of finalists for the job of Federal Reserve Chairman.
Via
Benzinga
Topics
Economy
2 Big Reasons to Buy Ethereum Before the Second Quarter of 2026
↗
January 19, 2026
If these two things happen, Ethereum could skyrocket in value in 2026.
Via
The Motley Fool
Topics
Government
A Big Ruling Is Looming on President Trump's Tariffs. This Magnificent ETF Can Help You Hedge Against Any Potential Stock Market Turmoil.
↗
January 19, 2026
This BlackRock ETF beat the S&P 500 in 2025, in the face of the Trump administration's aggressive trade policies.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Economy
The iShares Core US Aggregate Bond ETF (AGG) Offers Broader Diversification Than the iShares 3-7 Year Treasury Bond ETF (IEI)
↗
January 18, 2026
Expense ratios, yield, and risk profiles set these two bond ETFs apart—here’s what investors should weigh before choosing.
Via
The Motley Fool
Topics
Bonds
ETFs
5 Durable Stocks to Buy With $5,000 and Hold Forever
↗
January 17, 2026
These five companies have sound businesses and can form a strong foundation for your diversified investment portfolio.
Via
The Motley Fool
Topics
Bonds
Credit Cards
Is Bitcoin a Millionaire Maker?
↗
January 17, 2026
The world's leading cryptocurrency has made early adopters incredibly wealthy.
Via
The Motley Fool
S&P 500 Financial Titan BlackRock Leads Five Stocks To Watch
↗
January 17, 2026
BlackRock and GE Aerospace are in buy areas.
Via
Investor's Business Daily
Topics
Stocks
Supply Chain
Ethereum Co-founder Vitalik Vows To ‘Take Back Lost Ground’ In 2026
↗
January 17, 2026
Vitalik Buterin said on X that Ethereum is done compromising its values for mainstream adoption and will refocus on trustlessness and autonomy.
Via
Stocktwits
The $52K Floor: Why Prediction Markets are Hedging Against a Bitcoin ‘Black Swan’ in Early 2026
January 16, 2026
As Bitcoin (BTC) hovers near the $95,600 mark this January 16, 2026, a curious divergence is emerging between the exuberant headlines of traditional finance and the cold, calculated skepticism of...
Via
PredictStreet
Topics
ETFs
Economy
Government
The Revenue Paradox: State Street’s Record Assets Met With Investor Skepticism as Costs Climb
January 16, 2026
In a striking display of the "beat-and-drop" phenomenon, State Street Corporation (NYSE: STT) reported fourth-quarter 2025 results on January 16, 2026, that highlighted a growing tension in the custody...
Via
MarketMinute
Topics
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ETFs
Economy
BlackRock to Change Primary Listing Venue for Four iShares ETFs
January 16, 2026
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