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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
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Back Dated Performance Reports
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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
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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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
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Vanguard Total Stock Market ETF
(NY:
VTI
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331.41
-4.59 (-1.37%)
Official Closing Price
Updated: 8:00 PM EST, Mar 6, 2026
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RARE Stock Edges Up On Priority Review For Gene Therapy In Rare Metabolic Disorder
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February 23, 2026
The company applied for approval of the gene therapy in the treatment of Glycogen Storage Disease Type Ia or Von Gierke disease.
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FBIO Shares Rally After Unit Sells Priority Review Voucher For $205 Million: Retail Now Pins Hopes On Gene Therapy
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February 23, 2026
Fortress said that its majority-owned unit Cyprium Therapeutics has entered into a definitive asset purchase agreement to sell its Rare Pediatric Disease Priority Review Voucher to Sentynl...
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Is Microsoft Down? Downdetector Reports Issues With Azure, Outlook, MSFT 365
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February 23, 2026
Microsoft flagged that services that require Multi-Factor Authentication may return gateway timeout errors for users in the U.S.
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Eli Lilly Announces New Version Of Zepbound With A Month’s Worth Of Doses In KwikPen — How Much Will It Cost?
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February 23, 2026
The new Zepbound KwikPen can be purchased by cash-paying customers through LillyDirect, Eli Lilly’s direct-to-customer website.
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ImmunityBio’s Q4 Revenue Gets A Lift From ANKTIVA Sales – IBRX Stock Gains 1% Pre-Market
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February 23, 2026
Net product revenue in the fourth quarter surged 431% to $38.3 million, above estimates of $37.8 million, according to Fiscal.ai data
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Palo Alto Networks Removed From Wedbush’s ‘Best Ideas List’ — Here’s Why
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February 23, 2026
According to TheFly, Wedbush’s Dan Ives cited investment price discipline as the reason for the removal of PANW from the list.
Via
Stocktwits
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Nvidia Must Deliver A Blowout To Reassure Investors That AI Trade Is Still Young, Expert Says Ahead Of NVDA's Q4 Results
↗
February 23, 2026
Being at the epicenter of AI, Ken Mahoney hopes that Nvidia will offer clues as to what’s happening in the technology sector.
Via
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Artificial Intelligence
How Broad Market ETFs Like VTI Can Support Long-Term Portfolio Stability
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February 23, 2026
Diversification is overlooked by many investors, but it can be a powerful tool for building long-term wealth.
Via
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ETFs
Economy
DPZ Stock Pops Pre-Market As Domino’s ‘Hungry For More’ Strategy Drives 32nd Straight Year Of International Same-Store Sales Growth
↗
February 23, 2026
The company said that its market share in the U.S. increased by another point, keeping it ahead of the Quick Service Restaurant pizza category.
Via
Stocktwits
Topics
Government
Why Did ACLX Stock Surge 80% In Pre-Market Today?
↗
February 23, 2026
Gilead Sciences announced an agreement to acquire Arcellx in a $7.8 billion deal.
Via
Stocktwits
You Don't Need to Buy Apple Stock. Here's Why
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February 23, 2026
The tech giant has been a big winner for years, but there's a simple reason why many investors can leave it out of their portfolios
Via
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2 ETFs Robinhood Retail Investors Favor Over Palantir, Alphabet, Meta, and Netflix Shares
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February 22, 2026
It is no wonder, considering this was the best January ever for ETF inflows.
Via
The Motley Fool
Topics
ETFs
SVRA Stock Rises After Hours As FDA Grants Priority Review For Lung Disorder Therapy
↗
February 20, 2026
The company is seeking approval for Molbreevi to treat patients with Autoimmune Pulmonary Alveolar Proteinosis (autoimmune PAP).
Via
Stocktwits
Topics
Intellectual Property
Lawsuit
VNDA Stock Rallies After-Hours As FDA Approves Schizophrenia, Bipolar Disorder Drug
↗
February 20, 2026
This is the second Vanda drug to be approved in the span of a few months, after the approval of Nereus in December.
Via
Stocktwits
ImmunityBio Inks Partnerships To Launch Cancer Drug In Saudi Arabia Amid Expansion Efforts
↗
February 20, 2026
ImmunityBio announced that it has partnered with Biopharma and Cigalah and hopes to launch Anktiva across the broader Middle East and North Africa (MENA) region over time.
Via
Stocktwits
Lucid Reportedly Lays Off 12% Workforce Amid Gravity SUV Ramp-Up
↗
February 20, 2026
Techcrunch reported on Friday, citing an internal memo, that the layoffs are likely to impact hundreds of employees.
Via
Stocktwits
Topics
Workforce
GE Stock On Track To Hit All-Time High: Morgan Stanley Calls It A ‘Structural Winner’, Flags 27% Upside
↗
February 20, 2026
Morgan Stanley initiated coverage of the stock with an ‘Overweight’ rating and a price target of $425, according to The Fly.
Via
Stocktwits
GRAL Stock Slumps After Hours As Trial For Cancer Test Fails To Show Reduction In Late-Stage Diagnoses
↗
February 19, 2026
The trial did not show a statistically significant reduction in Stage III-IV cancer diagnoses, the company said.
Via
Stocktwits
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ARDX Stock Slips After Hours As Q4 Earnings Disappoint: Retail Sees Ibsrela Driving Outperformance In Time
↗
February 19, 2026
The company reported no earnings for the fourth quarter, compared to an analyst estimate of $0.01 per share.
Via
Stocktwits
Topics
Artificial Intelligence
Tesla CEO Elon Musk Envisions Coffee Shops At Superchargers Manned By Optimus Bots
↗
February 19, 2026
Musk said that the company might consider the idea in response to an X user.
Via
Stocktwits
Topics
Earnings
Trevian Wealth Management Buys $2.7 Million of Fidelity Nasdaq Composite Index ETF
↗
February 19, 2026
Fidelity Nasdaq Composite Index ETF tracks thousands of U.S.-listed growth and technology stocks for broad market exposure.
Via
The Motley Fool
Topics
ETFs
Stocks
JNJ Stock Rises As Drugmaker Reportedly Eyes Orthopedics Segment Sale For Up To $20B
↗
February 19, 2026
Bloomberg reported, citing people familiar with the matter, that DePuy Synthes could be valued at more than $20 billion in a sale.
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Stocktwits
CORT Stock Drops After Appeals Court Sides With Teva In Korlym Patent Fight
↗
February 19, 2026
The ruling pertains to Corcept’s Korlym tablets for the treatment of Cushing syndrome.
Via
Stocktwits
Topics
Intellectual Property
BKNG Stock Falls To Over 16-Month Lows – Brokerages Flag AI-Related Uncertainties
↗
February 19, 2026
Multiple brokerages, including Barclays and Oppenheimer, slashed their price targets despite a better-than-expected fourth quarter print.
Via
Stocktwits
Topics
Artificial Intelligence
Cassava Sciences Says DOJ Has Closed Probe Into Allegations Around Its Alzheimer’s Program
↗
February 19, 2026
The probes into the company by both the DOJ and the SEC have now been closed.
Via
Stocktwits
Topics
Regulatory Compliance
This Heavily Sold Nano-Cap Skincare Stock Jumped 12% Pre-Market – What Happened?
↗
February 19, 2026
PMGC's unit, NorthStrive Biosciences, filed 10 new U.S. patent applications for EL-22 and EL-32 technologies in the animal health and agriculture markets.
Via
Stocktwits
Topics
Emissions
Intellectual Property
CVNA Stock Slumps 10% Pre-Market: Wall Street Questions 2026 Visibility, Retail Flags ‘Deterioration’
↗
February 19, 2026
Multiple brokerages slashed Carvana’s price target after the company’s fourth-quarter earnings fell below Street estimates.
Via
Stocktwits
Topics
Artificial Intelligence
Amazon Pips Walmart To Become World’s Biggest Company By Revenue
↗
February 19, 2026
Amazon reported revenue of $716.9 billion in the fiscal year 2025, while its retail rival Walmart posted $713.2 billion in revenue during the year.
Via
Stocktwits
LMND Stock Soars Pre-Market: Lemonade Extends Premium Growth Streak To Ninth Consecutive Quarter
↗
February 19, 2026
Lemonade reported a 31% year-on-year growth in In Force Premium to $1.24 billion in the fourth quarter.
Via
Stocktwits
Topics
Government
Hims & Hers Health Makes Australia, Japan Foray With $1.15 Billion Eucalyptus Acquisition
↗
February 19, 2026
Hims & Hers Health, Inc. (HIMS) announced on Thursday that it has signed a definitive agreement to acquire Eucalyptus in a deal valued at up to $1.15 billion.
Via
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