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home
about us
Investment Approach
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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
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
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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Goldman Sachs Group
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-19.75 (-2.40%)
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Updated: 7:00 PM EDT, Mar 27, 2026
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Crude Oil Prices Plunge on Hopes of Peace Talks to End the Iran War
March 23, 2026
April WTI crude oil (CLJ26 ) on Monday closed down -10.10 (-10.28%), and April RBOB gasoline (RBJ26 ) closed down -0.3045 (-9.42%). Crude oil and gasoline prices gave up an overnight advance and...
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Goldman Sachs Bullish Forecast: 15% Increase in 2026 U.S. M&A Activity
March 23, 2026
As the first quarter of 2026 comes to a close, the financial world is buzzing with a renewed sense of optimism. Goldman Sachs (NYSE: GS) has released its highly anticipated 2026 Global M&A Outlook,...
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Crude Oil Prices Sink as President Trump Backs Off Iran Threats
March 23, 2026
April WTI crude oil (CLJ26 ) today is down -11.30 (-11.50%), and April RBOB gasoline (RBJ26 ) is down -0.3374 (-10.49%). Crude oil and gasoline prices gave up an overnight advance and sold off sharply...
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U.S. Labor Market Chills as February Payrolls Slump to 60,000; Unemployment Holds Firm at 4.3%
March 23, 2026
The U.S. labor market showed significant signs of cooling in February 2026, with nonfarm payrolls rising by just 60,000, a sharp deceleration from the revised 130,000 jobs added in January. Despite the...
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The $3 Trillion Logjam: Can the 2026 Mega IPO Pipeline Survive the "Epic Fury" of Geopolitical Shock?
March 23, 2026
As of March 23, 2026, the financial world stands at a historic crossroads. After years of a stagnant "exit" environment, a $3 trillion backlog of high-quality private companies is currently attempting...
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Silicon to Systems: A Deep-Dive into Synopsys (SNPS) in 2026
March 23, 2026
As of today, March 23, 2026, the global semiconductor industry is no longer merely about "chips"—it is about entire intelligent systems. At the heart of this transition stands Synopsys, Inc. (Nasdaq:...
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The Federal Reserve Under Siege: Institutional Crisis Triggers Global 'Debasement Trade'
March 23, 2026
As of March 23, 2026, the foundational pillars of the American financial system are trembling. The long-standing independence of the Federal Reserve—a cornerstone of global market stability for over a...
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The AI Powerhouse: A Deep-Dive Research Feature on Vistra Corp. (VST)
March 23, 2026
As of March 23, 2026, the intersection of heavy industry and high technology has a new epicenter: the American power grid. Among the titans of this transition, Vistra Corp. (NYSE: VST) has emerged not...
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Blockchain Innovation Network Inc Announces Comprehensive Upgrade to BOIN Exchange’s Global Strategy, Setting New Standards for Web3 Trading
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Crypto News: Pepeto Announces $8.28M Raised While Bitcoin Price Prediction Debate Heats Up Between $0 and $150K Levels
March 22, 2026
Pepeto just passed the $8.28M mark, and the project is growing faster than anything the meme coin space has seen
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Crypto News: Pepeto Announces Exchange Upgrade While XRP Price Prediction Targets New ATH and Trump Iran War Shakes Crypto Markets
March 22, 2026
The Pepeto team just announced a new security upgrade on the exchange, adding stronger AI checks on the bridge and
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Crypto News: Pepeto Drops Security Update While Bitcoin Price Prediction Targets $150K and the Fed Holds Rates While Iran War Shakes Markets
March 21, 2026
The Pepeto team just completed a full security upgrade on its DeFi exchange and presale capital responded within hours. Funds
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Goldman Sachs Projects $700 Billion in Artificial Intelligence (AI) Capex This Year. Here's My Top Stock to Buy.
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Goldman Sachs Just Sounded the Alarm on Private Credit. Here Are 2 Things Investors Need to Know.
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Crypto News: Pepeto Announces Security Update While Bitcoin Price Prediction Targets $200K and Trump News Point to Bull Cycle
March 20, 2026
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Goldman Sachs’ David Solomon Declares ‘Dealmaking Renaissance’ in 2026 Amid Geopolitical Volatility
March 20, 2026
As the first quarter of 2026 draws to a close, Goldman Sachs (NYSE: GS) Chairman and CEO David Solomon has issued a resounding vote of confidence in the global M&A market, predicting a "dealmaking...
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Crude Prices Surge on Reports the US is Preparing Troop Deployment in Iran
March 20, 2026
April WTI crude oil (CLJ26 ) on Friday closed up +2.18 (+2.27%), and April RBOB gasoline (RBJ26 ) closed up +0.1591 (+5.09%). Crude oil and gasoline prices rallied sharply on Friday, with gasoline...
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The Token Factory: Jensen Huang Reimagines the AI Economy with Nvidia’s Newest Category
March 20, 2026
At the GTC 2026 conference in San Jose, Nvidia CEO Jensen Huang delivered a keynote that may redefine the industrial landscape for the next century. Moving beyond the hardware-centric narrative that...
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The $7 Trillion Witching Hour: Derivatives Avalanche Triggers Historic Volatility on Wall Street
March 20, 2026
NEW YORK — The financial markets are bracing for a "perfect storm" today, Friday, March 20, 2026, as the quarterly event known as "Quadruple Witching" collides with a precarious macroeconomic backdrop....
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Why Did ASML Stock Just Drop?
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The Earnings Endurance: S&P 500 Defies Macro Gravity with Fifth Straight Quarter of Double-Digit Growth
March 20, 2026
As of March 20, 2026, the American corporate engine is proving far more durable than even the most optimistic economists predicted just two years ago. Despite a landscape defined by $100-per-barrel...
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The Inflation Trap: Federal Reserve Holds Rates Steady at 3.5-3.75% as 'Patient' Stance Returns
March 20, 2026
The Federal Reserve concluded its March 2026 Federal Open Market Committee (FOMC) meeting this week with a decision that has sent ripples through a fragile market: interest rates will remain unchanged...
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Crude Oil Prices Push Higher on Fears Iran War Will Escalate
March 20, 2026
April WTI crude oil (CLJ26 ) today is up +1.26 (+1.31%), and April RBOB gasoline (RBJ26 ) is up +0.0862 (+2.76%). Crude oil and gasoline prices are sharply higher today as the Iran war drags on, with...
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Vertex Pharmaceuticals (VRTX): The Evolution of a Biotech Powerhouse in 2026
March 20, 2026
As of March 20, 2026, Vertex Pharmaceuticals (NASDAQ: VRTX) has officially transcended its long-held identity as "the cystic fibrosis (CF) company." For over a decade, the Boston-based biotech giant...
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Adobe Inc. (ADBE) Research: A Cash Machine Navigating an AI Identity Crisis
March 20, 2026
As of March 20, 2026, Adobe Inc. (NASDAQ: ADBE) finds itself at a defining moment in its four-decade history. Long considered the undisputed titan of creative software, the company is currently...
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Nexstar’s New Empire: Analyzing the TEGNA Merger and the Future of Local Media (NASDAQ: NXST)
March 20, 2026
Today’s Date: March 20, 2026 Introduction On March 19, 2026, the American media landscape underwent a seismic shift as the FCC Media Bureau officially approved Nexstar Media Group’s (NASDAQ: NXST) $6.2...
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Anthropic Is Worth $380 Billion: This Little-Known ETF Could Let You Own a Piece Before It IPOs
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Anthropic recently closed a $30 billion Series G funding round valuing the company at $380 billion.
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Crypto News: Pepeto Announces Big Advancement at $8.19M While XRP Price Prediction Targets $20 Despite Market Correction
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Pepeto's team announced a major advancement on its DeFi exchange, and the presale pushed past $8.19 million while bitcoin fell
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