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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
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
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Back Dated Performance Reports
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
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Additional Information
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Event Schedule
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Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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Wells Fargo
(NY:
WFC
)
79.61
+1.33 (+1.70%)
Official Closing Price
Updated: 7:00 PM EDT, Mar 24, 2026
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Why Are US Banks Seeing Heavy Selloffs Today?
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February 27, 2026
The declines come after FS KKR Capital Corp, a fund managed by private equity giant KKR, reported a jump in bad loans and decline in net income.
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February 27, 2026
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If You Invested $100 In Wells Fargo Stock 5 Years Ago, You Would Have This Much Today
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February 27, 2026
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As the Supreme Court Shakes Up Trump Tariffs, Wall Street Thinks You Should Buy These 2 Stocks Now
February 27, 2026
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Alphabet’s $20 Billion Debt Masterclass: Market Appetite Soars for Big Tech’s AI Ambitions
February 26, 2026
Alphabet Inc. (NASDAQ: GOOGL) has sent a thunderous signal to the global financial markets this week, successfully closing a massive $20 billion bond sale that saw investor demand reach a staggering...
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Palmer Square BDC (PSBD) Earnings Call Transcript
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The Residential Gamble: Analyzing CoStar Group’s (CSGP) 2026 Growth Dilemma
February 26, 2026
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Fed Watch 2026: Markets Divided Over March Rate Cut as Inflation 'Stickiness' Persists
February 25, 2026
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A Celebration of Visibility, Voice and Excellence: The 57th NAACP Image Awards Golf Invitational, Presented by Wells Fargo, A PGD Global Production
February 25, 2026
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February 25, 2026
There could be some big winners from the return to 6% mortgage rates.
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Is Wells Fargo Stock Underperforming the Nasdaq?
February 25, 2026
Wells Fargo has underperformed the Nasdaq Composite over the past year. However, Wall Street analysts remain moderately optimistic about its prospects.
Via
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Wells Fargo & Company Announces Full Redemption of its Series BB Preferred Stock and Related Depositary Shares
February 25, 2026
From
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Via
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Stock Market Today, Feb. 24: Bank of America Slips as Economic Uncertainty Pressures Big Banks
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February 24, 2026
Bank of America slipped as investors balanced concerns about the economy with signs that large banks remain profitable. With the stock lagging the broader market over the past year, investors are...
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The Great Bank Consolidation of 2026: Mike Mayo Signals a ‘Generational Restructuring’ of the Financial Sector
February 24, 2026
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Walmart’s $190B ‘Beat and Raise’ Signals a Tax-Fueled Retail Renaissance
February 24, 2026
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Treasury Resilience: TLT Defies Dollar Devaluation and Global Unrest in Surprising Breakout
February 24, 2026
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Whirlpool’s Scale and Appliance Demand Meet a Slowing Housing Cycle
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February 23, 2026
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Capacity is King: Wells Fargo Upgrades Alphabet to Overweight as AI Infrastructure Moat Widens
February 23, 2026
In a move that underscores a shifting tide in the Big Tech landscape, Wells Fargo has upgraded Alphabet Inc. (NASDAQ:GOOGL) to an "Overweight" rating, signaling a high-conviction bet on the search...
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Waller’s ‘Coin Flip’ Commentary Rattles Markets as Tariff Turmoil Clouds 2026 Easing Cycle
February 23, 2026
WASHINGTON D.C. — In a stark recalibration of monetary policy expectations, Federal Reserve Governor Christopher Waller characterized a potential March interest rate cut as a "coin flip" during a...
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Why Is Wells Fargo Saying There’s A ‘Unique Opportunity’ To Buy American Express Stock?
↗
February 23, 2026
Citrini Research on Monday discussed hypothetical scenarios of artificial intelligence impacting markets and the global economy in a report on Monday.
Via
Stocktwits
Topics
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Credit Cards
Economy
Flight to Safety: 10-Year Treasury Yields Drift to 4.09% as Inflation Cools and Geopolitical Tensions Rise
February 23, 2026
The U.S. bond market witnessed a significant shift in sentiment this February, as the benchmark 10-year Treasury yield drifted down to approximately 4.09%, marking a notable retreat from the highs seen...
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MarketMinute
Topics
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Wells Fargo Names Dennis Devine to Lead Business Banking
February 23, 2026
From
Wells Fargo & Company
Via
Business Wire
Google Stock: Wells Fargo Upgrades On Three Traits Of "AI Winner"
↗
February 23, 2026
Wells raised GOOGL stock to overweight, lifting the price target to 387 from 354.
Via
Investor's Business Daily
Topics
Artificial Intelligence
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