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home
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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
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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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TAF sm Program
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Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly 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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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
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Vanguard S&P 500 ETF
(NY:
VOO
)
597.55
+16.62 (+2.86%)
Official Closing Price
Updated: 4:10 PM EDT, Mar 31, 2026
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Better S&P 500 ETF: State Street's SPY vs. Vanguard's VOO
↗
March 03, 2026
Both ETFs mirror the S&P 500, but key differences in cost and liquidity may influence which fund best aligns with your investment strategy.
Via
The Motley Fool
Topics
ETFs
Stocks
Blackstone Stock Falls, Pressured By Worries Surrounding $82 Billion Private Credit Fund
↗
March 03, 2026
Blackstone Private Credit Fund’s Q1 redemption requests totaled 7.9% of the outstanding shares, up from 4.5% in Q4.
Via
Stocktwits
A $10,000 Investment in This S&P 500 ETF 20 Years Ago Is Worth More Than Most Americans Have in Retirement Savings
↗
March 03, 2026
You might be surprised at how much wealth-building power a broad low-cost ETF has.
Via
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Topics
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Better Buy in 2026: Bitcoin or a Broad-Market ETF? The Answer Couldn't Be Clearer for Long-Term Investors
↗
March 03, 2026
Betting on boring is a good investment strategy for 2026.
Via
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Topics
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ETFs
Economy
Tesla Exec Says Made 200K+ Vehicles In 2025 At Giga Berlin, Eyeing Sequential Rise In Model Y Production In Q1 2026
↗
March 02, 2026
Senior Director, Manufacturing at Giga Berlin, Andre Thierig, said that the company paused production in early 2025 to allow for a shift in production lines to the revamped version of the Model Y.
Via
Stocktwits
Better ETF: iShares' Small-Cap IWO vs. Vanguard's Large-Cap VOO
↗
March 02, 2026
Cost, sector mix, and risk profiles set these ETFs apart. Explore how their differences may influence your approach to portfolio building.
Via
The Motley Fool
Topics
ETFs
The Smartest Vanguard ETF to Buy With $1,000 Right Now
↗
March 02, 2026
Investors can do extremely well in the stock market by keeping things simple.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Economy
Why Is AES Stock Falling Today?
↗
March 02, 2026
As part of the deal, AES shareholders will receive $15 per share in cash, representing a total equity value of $10.7 billion and an enterprise value of approximately $33.4 billion.
Via
Stocktwits
History Says Stocks Always Rebound, Even After Deep Downturns. Here's the Proof
↗
March 01, 2026
Investors shouldn't let bearish market predictions keep them from investing.
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
World Trade
Should Long-Term Investors Steer Clear of Leveraged ETFs?
↗
February 28, 2026
Leverage works both ways, a fact you can't forget if you buy a leveraged ETF like UltraPro S&P 500 ETF.
Via
The Motley Fool
Topics
ETFs
Stocks
This Advisor Added $3.33 Million to a Bond Position to Balance Nvidia and Apple Holdings
↗
February 27, 2026
JPMorgan Active Bond ETF is an actively managed fund targeting diversified fixed income exposure with a competitive dividend yield.
Via
The Motley Fool
Topics
Bonds
ETFs
Regulatory Compliance
Tesla Delays Deliveries For Cheapest Cybertruck Until 2027
↗
February 27, 2026
Tesla’s website now shows delivery wait time until 2027 for zip codes in Texas as well as California for the Dual Motor AWD variant launched last week.
Via
Stocktwits
Is the Vanguard 500 ETF a Buy Now?
↗
February 27, 2026
The composition of S&P 500 gains in 2026 looks much different than it has in the past. That could be a good thing for the index.
Via
The Motley Fool
Topics
ETFs
Economy
Stocks
The Best S&P 500 ETF to Invest $500 in Right Now
↗
February 27, 2026
There are some very good reasons why this Vanguard fund is so popular.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Government
WBD Gets A Double Downgrade After Netflix Pulls Out Of Bidding War With Paramount Skydance — Here's What Analysts Said
↗
February 27, 2026
Raymond James analysts stated that they see more attractive investment opportunities elsewhere in their coverage.
Via
Stocktwits
Topics
Government
Worried About a Decline in Stocks? This Magnificent Index Fund Could Turn $300 Per Month into $1 Million.
↗
February 26, 2026
This fund offers you instant diversification.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Tesla Cybercab Program Manager Leaves Ahead Of Volume Production
↗
February 26, 2026
Victor Nechita said that he will start a new position in Boston, without providing more details.
Via
Stocktwits
PayPal Not In Talks With Stripe Or Any Other Firm For Takeover: Report
↗
February 26, 2026
The firm has been working for months with bankers to prepare itself for a potential activist campaign or unwanted takeover bid, Semafor reported on Thursday.
Via
Stocktwits
Michael Burry Warns Nvidia’s ‘Purchase Commitments’ Akin To Cisco At The Top Of Dot-Com Bubble — NVDA Stock Falls 5%
↗
February 26, 2026
Burry pointed out that there has been a surge in Nvidia’s purchase obligations, which rose to $95.2 billion at the end of the fourth quarter, compared to $16.1 billion a year ago.
Via
Stocktwits
Topics
Supply Chain
5 Simple ETFs to Buy With $1,000 and Hold for a Lifetime
↗
February 26, 2026
Investing doesn't have to be complicated. Find a few quality, low-cost, diversified ETFs and you can set yourself up for life.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Dan Ives Believes Nvidia Dominance Is Underestimated, Says AI Spending Proves Skeptics Wrong: Report
↗
February 26, 2026
Speaking to Bloomberg Television, Ives described Nvidia’s latest results in glowing terms and emphasized the scale of its projected $78 billion revenue outlook for the upcoming quarter.
Via
Stocktwits
Topics
Artificial Intelligence
Who Will Acquire Warner Bros, Paramount Or Netflix? Prediction Markets Think This Company May Win The Battle
↗
February 26, 2026
The latest prediction market odds for the winner of the WBD acquisition saga come after Paramount raised its takeover offer to $31 per share, up from $30 per share.
Via
Stocktwits
DeepSeek Reportedly Withholds Latest AI Model From Nvidia And Other US Chipmakers
↗
February 25, 2026
The lab, which is expected to launch its next major update, V4, granted early access to domestic suppliers, including Huawei Technologies, a Reuters report said.
Via
Stocktwits
Topics
Artificial Intelligence
Government
Supply Chain
CRM Shares Dip After-Hours On Weak FY27 Guidance
↗
February 25, 2026
For the upcoming fiscal year, CRM expects revenue of $45.8 billion to $46.2 billion, lower at the midpoint than an analyst forecast of $46.02 billion.
Via
Stocktwits
UWM Holdings Stock Plunges 12% — Analyst Says Company Caught Shareholders ‘Off-Guard’
↗
February 25, 2026
Several analysts were left surprised after UWM did not allow the question and answer session during its quarterly earnings call with analysts.
Via
Stocktwits
Topics
Earnings
Nvidia Is ‘Massively Underestimated,’ Says Dan Ives, Ahead Of Q4 Earnings
↗
February 25, 2026
Dan Ives, managing director at Wedbush Securities, said in an interview with CNBC, that Nvidia’s chips are fueling the AI revolution.
Via
Stocktwits
Topics
Artificial Intelligence
What Investors Should Understand About Mid-Cap Exposure Through VO (or MDY)
↗
February 25, 2026
It's different than picking individual stocks. It's even a little bit different than owning more familiar index-based exchange-traded funds.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Nvidia Q4 Earnings Today – Retail Says 'Pressure Is Worse This Time’
↗
February 25, 2026
Analysts expect Nvidia to report a 68% YoY rise in Q4 revenue to $66.12 billion, and an 80% YoY increase in earnings per share to $1.53, according to Fiscal AI data.
Via
Stocktwits
Topics
Artificial Intelligence
Axon Stock Rallied More Than 15% After-Hours – What Is Making Traders Bullish?
↗
February 24, 2026
It reported adjusted net income of $178 million, or $2.15 per diluted share beating analysts expected profit of $1.6 per share.
Via
Stocktwits
Tesla To Hike Price On Cheapest Cybertruck Variant After Feb. 28
↗
February 24, 2026
The base version of the Cybertruck, called the Dual Motor AWD variant, starts at $59,990 now.
Via
Stocktwits
Topics
Earnings
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