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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
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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
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
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Client Contact with Portfolio Manager(s)
Additional Information
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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
RSVP-Signup Form
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Vanguard S&P 500 ETF
(NY:
VOO
)
714.95
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Updated: 8:00 PM EDT, Aug 13, 2026
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If a Recession Is Coming, History Shows This 1 Vanguard ETF Has Never Let Investors Down.
↗
July 08, 2026
A recession is coming eventually. Now is the best time to prepare.
Via
The Motley Fool
Topics
ETFs
Economy
Index Investors: Here's Why the Next Wave of Tech IPOs Could Reshape Your Passive Strategy
↗
July 07, 2026
SpaceX is already in some indexes.
Via
The Motley Fool
Topics
Bonds
ETFs
Initial Public Offering
Warren Buffett Has Recommended 1 Investment for Decades -- but There's a Hidden Risk Many Investors Are Overlooking
↗
July 07, 2026
This key factor didn't exist when Buffett first gave the advice, but does that change its appeal?
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Economy
VOO vs. QQQ: Which Index Fund Is the Better Buy for Long-Term Investors?
↗
July 07, 2026
QQQ delivered better returns over the past five years, but also suffered a higher maximum drawdown. VOO offers lower fees and a higher dividend for more conservative investors.
Via
The Motley Fool
Topics
ETFs
The Stock Market Just Finished Its Best Quarter in Years. Here's What History Says Is Coming Next.
↗
July 07, 2026
Market fundamentals still look fairly good, and history tends to reward those who stay the course.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Economy
If You Own an Index Fund, You Likely Already Own SpaceX. Here Is How Much.
↗
July 06, 2026
Depending upon the index funds investors own, there's a better-than-fair chance they have some exposure to SpaceX.
Via
The Motley Fool
Topics
ETFs
Initial Public Offering
Stocks
Buying VOO Near All-Time Highs Could Still Be a Smart Move
↗
July 05, 2026
You can't know the one thing you need to know about timing the market.
Via
The Motley Fool
Topics
ETFs
VOO vs. QQQ: Which Is the Better Buy for Long-Term Investors?
↗
July 05, 2026
The Vanguard S&P 500 ETF (VOO) and the Invesco QQQ ETF (QQQ) can both serve as long-term holdings. But one is clearly better suited than the other.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Stocks
He Predicted the Dot-com Bubble Burst. Now He's Saying SpaceX Could be a Fresh Warning Sign.
↗
July 03, 2026
Jeremy Grantham famously called the Dot-com bubble's top, and he's increasingly worried about an AI bubble.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Economy
If You Put $10,000 in This Dividend ETF 15 Years Ago, Here's How Much You'd Have Today (Hint: It's a Lot)
↗
July 03, 2026
The Schwab U.S. Dividend Equity ETF is anything but boring.
Via
The Motley Fool
Topics
ETFs
Stocks
If I Could Only Hold 1 Vanguard ETF Forever, Here's What I'd Buy
↗
July 02, 2026
The ideal buy-and-hold ETF should invest in stocks, be broadly diversified, and offer ultra-low fees. This ETF checks all the boxes.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
The S&P 500 Just Had Its Best Quarter Since 2020. The Stock Market Will Make a Big Move Next if History Repeats.
↗
July 02, 2026
The S&P 500 just had its best quarter in nearly six years, and it hints at strong future returns.
Via
The Motley Fool
Topics
Stocks
Where Will VOO Be in 20 Years? Here's What History Suggests.
↗
July 01, 2026
History has proven to reward consistency and time in the market.
Via
The Motley Fool
Topics
ETFs
Economy
Here's How Much a 1 Percentage Point Difference in Returns Could Cost Your Retirement Over 30 Years
↗
July 01, 2026
The difference between a robust retirement and one that's cutting it uncomfortably close is largely a matter of limiting the nickel-and-dime costs.
Via
The Motley Fool
Topics
ETFs
Economy
Retirement
The Smartest S&P 500 ETF to Buy With $1,000 Right Now
↗
July 01, 2026
When choosing between S&P 500 ETFs, the decision usually comes down to fees. This is one of the rare cases where Vanguard isn't the winner.
Via
The Motley Fool
Topics
ETFs
Stocks
The Vanguard S&P 500 ETF Is Riskier Than You Think. This Could Be a Better Option.
↗
June 30, 2026
It may be known for its diverse investment mix, but there's more to the story right now.
Via
The Motley Fool
Topics
ETFs
Retirement
Stocks
Should You Forget the Vanguard Total Stock Market ETF? Here's What History Says.
↗
June 30, 2026
The Vanguard Total Stock Market ETF is remarkably inexpensive and simple. It's also worth remembering in this market environment.
Via
The Motley Fool
Topics
ETFs
Warren Buffett Says This ETF Is Perfect for Everyday Investors
↗
June 30, 2026
You may want to add it to your portfolio, too.
Via
The Motley Fool
Topics
ETFs
Economy
Retirement
SoFi Has Quietly Met the Bar for S&P 500 Inclusion. Here's What Index Entry Could Do for the Stock.
↗
June 29, 2026
It might be included as early as September.
Via
The Motley Fool
Topics
ETFs
Stocks
3 Emerging Long-Term Headwinds for the S&P 500
↗
June 29, 2026
The endless bull market might slow down a bit more than most investors are expecting.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Economy
Is Now a Better Time to Invest in the S&P 500 or Entire Stock Market?
↗
June 29, 2026
There's lots of overlap between them, but the answer comes down to one thing.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Stocks
The Smartest Way to Invest in the S&P 500 Right Now
↗
June 29, 2026
Given the benchmark's trailing-10-year total return of 327%, it makes sense that investors want to put money to work.
Via
The Motley Fool
Topics
ETFs
Economy
Stocks
VOO vs. SPY: Which Popular S&P 500 ETF Is the Better Buy?
↗
June 28, 2026
Expense differences and fund structure can impact long-term returns for investors choosing between these two S&P 500 giants.
Via
The Motley Fool
Topics
ETFs
Stocks
The Fed Removed This 1 Key Phrase From the Inflation Report. What That Means for the Market.
↗
June 27, 2026
The new Fed chair is breaking with his predecessors.
Via
The Motley Fool
Topics
ETFs
Economy
Government
This Vanguard Index Fund Could Be the Best Financial Decision You Ever Make
↗
June 27, 2026
Setting yourself up for a lifetime of wealth doesn't need to be complicated. Buy this ETF and you'll be well on your way!
Via
The Motley Fool
Topics
Bankruptcy
ETFs
Economy
If a Stock Market Crash Is Coming, I'm Loading Up on This 1 Surefire Vanguard ETF
↗
June 26, 2026
The right investment is more important than ever if a downturn is looming.
Via
The Motley Fool
Topics
ETFs
Economy
Stocks
How Much of Your Portfolio Should Be in Index Funds?
↗
June 26, 2026
Most investors understand all the reasons to own them. What's not as clear is the degree to which you should own these super-simple investments.
Via
The Motley Fool
Topics
ETFs
Is Buying a Single S&P 500 ETF Enough for Your Portfolio?
↗
June 26, 2026
Owning the S&P 500 is one of the most popular ways to invest in stocks. You might need more than that.
Via
The Motley Fool
Topics
ETFs
Stocks
Here's How Much You'd Have Today If You Had Invested $10,000 in Tesla the Day Before It Completed Its Last 3-for-1 Stock Split.
↗
June 26, 2026
Tesla has been a disappointment since its stock split.
Via
The Motley Fool
Topics
ETFs
Will the Vanguard S&P 500 ETF Invest in SpaceX Stock? It's Complicated.
↗
June 25, 2026
SpaceX could be coming to your S&P 500 ETF -- eventually.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Stocks
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