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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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
Featured Quarterly Newsletter
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Alphabet-A
(NQ:
GOOGL
)
305.56
+3.28 (+1.09%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Mar 16, 2026
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The Megadeal Resurgence: Bank of America Forecasts 2026 as the Year the 'Liquidity Logjam' Finally Breaks
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Billionaire Investor Bill Ackman Just Bought A New Stock and It's My #1 Position
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The 2026 Tech Harvest: Why the Sector’s 32% Earnings Surge is More Than Just Hype
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The $500 Billion Maginot Line: Inside the 2026 AI Infrastructure Supercycle
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The technology sector has officially entered the era of the "Gigawatt Supercycle." As of February 12, 2026, new financial projections indicate that the world’s six most aggressive AI infrastructure...
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Alphabet’s Century-Long Bet: Google’s Parent Smashes Records with $20 Billion Bond Sale to Fuel AI Dominance
February 12, 2026
In a move that underscores the high-stakes reality of the global artificial intelligence "arms race," Alphabet Inc. (NASDAQ: GOOGL) successfully closed a massive $20 billion bond offering this week,...
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Oracle’s $300 Billion Gamble: Inside the 4.5GW 'Stargate' Deal Redefining the AI Arms Race
February 12, 2026
As of February 12, 2026, the technology sector is witnessing the materialization of what many analysts are calling the largest infrastructure commitment in the history of computing. Oracle (NYSE: ORCL)...
Via
MarketMinute
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Google’s $32 Billion Security Gambit: Alphabet Clears Final Major Hurdle in Historic Wiz Acquisition
February 12, 2026
In a move that fundamentally reshapes the landscape of cloud computing and artificial intelligence, Alphabet Inc. (NASDAQ:GOOGL) has secured unconditional antitrust approval from the European...
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MarketMinute
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Alphabet Shares Fall as $20 Billion Bond Sale Ignites AI Capex Concerns
February 12, 2026
Alphabet Inc. (NASDAQ: GOOGL) saw its share price decline by 1.8% this week following the announcement and pricing of a massive $20 billion bond sale. The move, while demonstrating the company’s...
Via
MarketMinute
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Tesla vs. Nvidia: Which Is the Better AI Stock to Buy Now?
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February 12, 2026
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Jobs Blockbuster Chills Rate Cut Hopes: Wall Street Tumbles as January Payrolls Double Forecasts
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Via
MarketMinute
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5 Artificial Intelligence Stocks You Can Buy and Hold for the Next Decade
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February 12, 2026
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The Best Warren Buffett Stocks to Buy With $1,000 Right Now
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February 12, 2026
These companies have long-term growth drivers and are resilient.
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BlueBird 6 Unfolds: AST SpaceMobile Unlocks Commercial Growth
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February 12, 2026
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MarketBeat
Think the AI Boom Is Slowing Down? Alphabet's Earnings Say Otherwise.
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February 12, 2026
A jaw-dropping 2026 capex budget highlights just what could be at stake in the AI race.
Via
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Artificial Intelligence
Meet 8 Stocks That Possess the Greatest Competitive Advantage on the Face of the Planet
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February 12, 2026
If you focus on these kinds of companies, the quality of your portfolio will get an upgrade.
Via
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Google DeepMind CEO Demis Hassabis Says AI Will Usher In 'New Golden Era Of Discovery' Within 15 Years, Transforming Medicine, Energy, Space
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February 12, 2026
Google DeepMind CEO predicts AI's potential to revolutionize medicine & science in next decade, while warning of potential job impact.
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Amazon, Microsoft, and Alphabet All Reported Robust Cloud Growth. 1 Was a Clear Winner
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February 12, 2026
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The Motley Fool
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Alphabet Stock: Is It Time to Buy the Dip?
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February 11, 2026
The stock may be down, but the business is inflecting.
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Amazon, Google And Others Are Pouring $700 Billion Into AI CapEx, Top Analyst Explains Why This Makes It 'Hard' To Bet Against Nvidia
↗
February 11, 2026
As Amazon, Microsoft, Meta, Tesla, Apple and Google ramp up nearly $700 billion in AI-driven capital expenditures, Futurum CEO Daniel Newman argues that Nvidia could capture 40% to 50% of that...
Via
Benzinga
Topics
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I Predicted That ExxonMobil Would Join the $1 Trillion Club by 2030, But the Stock Is Already Up 24% in 2026. Is the High-Yield Dividend Stock Still a Buy Now?
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February 11, 2026
Energy stocks are in the spotlight, and ExxonMobil is best in breed.
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The Motley Fool
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The "Magnificent Seven" Plan to Spend $680 Billion Largely on Artificial Intelligence Capex: Is Now the Time to Pile Into the Group?
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February 11, 2026
"Magnificent Seven" companies plan to grow capex by approximately 70% in 2026.
Via
The Motley Fool
Topics
Artificial Intelligence
The Margaret River Experience Celebrates Five-Star Ratings Across Google & Facebook
February 11, 2026
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AB Newswire
The 15% Mandate: Wall Street Sets a High Bar for 2026 Amidst Tariff Tensions and Fed Transitions
February 11, 2026
As we move into the second month of 2026, the financial community has coalesced around a singular, aggressive target for the U.S. stock market: a 15% growth in earnings per share (EPS) for the S&P 500....
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
The Great Rebound: 2026 Becomes the Year of the Strategic Mega-Deal as M&A Activity Surges
February 11, 2026
As of February 11, 2026, the corporate landscape is undergoing its most significant transformation in half a decade. After two years of high interest rates and regulatory gridlock that chilled the...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
AI Fever Breaks: Tech Giants Retreat as Tariff Fears and Rate Realities Collide
February 11, 2026
The artificial intelligence super-cycle, which has propelled equity markets to record highs for over three years, hit a significant roadblock on February 11, 2026. In a day characterized by high-volume...
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The 'Warsh Shock': Treasury Yields Breach 4.5% as Aggressive QT Reshapes the Financial Landscape
February 11, 2026
The global financial markets are currently reeling from the "Warsh Shock," a violent repricing of risk that has seen the 10-year Treasury yield surge past the critical 4.5% threshold. This dramatic...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
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