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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
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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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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
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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RSVP-Signup Form
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Alphabet-A
(NQ:
GOOGL
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Updated: 4:00 PM EDT, Sep 16, 2026
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Alphabet: Is the Stock a Buy on the Dip as Cloud Revenue Surges?
↗
July 24, 2026
Alphabet shares sank after its Q2 earnings report.
Via
The Motley Fool
Topics
Artificial Intelligence
SEO Vancouver, Google Ads Vancouver & Digital Marketing Agency Vancouver: The Complete Guide to Internet Marketing Success
↗
July 24, 2026
In today's competitive online marketplace, having a professional website is no longer enough. Businesses need a comprehensive digital marketing strategy to
Via
Talk Markets
Advanced Micro Devices vs. Alphabet: What Do the Revenue Trajectories of These Artificial Intelligence Companies Tell Investors?
↗
July 24, 2026
Alphabet's revenue towers over AMD, but AMD's growth rate tells a different story over the past eight quarters.
Via
The Motley Fool
Topics
Artificial Intelligence
Alphabet Inc. (NASDAQ:GOOGL) Passes Peter Lynch’s GARP Screen as a Growth at a Reasonable Price Stock
↗
July 24, 2026
Via
Chartmill
Which dow jones stocks are moving on Friday?
↗
July 24, 2026
Via
Chartmill
Nvidia, Meta and 23 Others Put Their Names on Open-Weight AI Letter — Google, Amazon and the Closed Labs Keep Theirs Off
↗
July 24, 2026
NVIDIA Corp. (NASDAQ:NVDA), Meta Platforms (NASDAQ:META) and Microsoft Corp. (NASDAQ:MSFT) led 25 companies Friday in signing a letter urging Washington to protect open-weight AI models. The letter,...
Via
Benzinga
Topics
Artificial Intelligence
Translogistics Inc. Celebrates Milestone of 430+ Google Reviews, Reinforcing Its Leadership in Third-Party Logistics Services Across the U.S.
July 24, 2026
Via
AB Newswire
Topics
Economy
Stock Market: Nasdaq Skids As Oil Prices Jump, Google And Tesla Plunge: Weekly Review
↗
July 24, 2026
The Nasdaq tested lows. But there was strength too.
Via
Investor's Business Daily
Topics
Stocks
Alphabet Just Proved Why It's a Top Artificial Intelligence (AI) Stock Once Again
↗
July 24, 2026
Alphabet's cloud revenue is growing at a remarkable pace.
Via
The Motley Fool
Topics
Artificial Intelligence
Google Review Collection for Plumbing Companies: Best Practices Guide Released
July 24, 2026
Via
Press Release Distribution Service
S&P 500 Rises 0.6% at Midday on Easing Middle East Tensions
↗
July 24, 2026
The major indexes bounced back Friday on falling oil prices. Here's what's driving the divergence between old-economy gains and tech-sector jitters.
Via
The Motley Fool
Topics
Artificial Intelligence
Credit Cards
Government
Explore the top gainers and losers within the dow jones index in today's session.
↗
July 24, 2026
Via
Chartmill
Meta Set Its AI Budget to as Much as $145 Billion. Investors Aren't Sure They Like It.
↗
July 24, 2026
The AI budget keeps growing. The stock hasn't kept up. Investors will be looking for answers in Meta's earnings report next week.
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Google Goes Cash Flow Negative for First Time Since 2004, Is Apple the Anti-CapEx AI Trade?
↗
July 24, 2026
Alphabet just had its worst day in over a year. Polymarket traders now give Apple 20% odds of ending 2026 as the world's largest company.
Via
Benzinga
Topics
Artificial Intelligence
How to Get Brand Citations in Google SGE - New Guide Released
July 24, 2026
Via
Press Release Distribution Service
Topics
Artificial Intelligence
Stocks making big moves this week: FTAI Aviation, Frontier, Alphabet, Micron, and 3M
July 24, 2026
Check out the companies making headlines this week: FTAI Aviation (NASDAQ:FTAI): Aircraft leasing company FTAI Aviation (NASDAQ:FTAI) rose by 5.6% on Wednesd...
Via
StockStory
Google Search Revenue Grew 17% Last Quarter, Down From 19%. It's the First Slowdown in a Year.
↗
July 24, 2026
Investors spent the week arguing about capital spending. The more interesting number was sitting in the segment table.
Via
The Motley Fool
Topics
Artificial Intelligence
Is SpaceX Stake Google's Artificial Intelligence Piggy Bank?
↗
July 24, 2026
Alphabet's stake in Elon Musk's SpaceX looms as a big test for Google stock. Will Google sell SpaceX shares to fund soaring AI spending.
Via
Investor's Business Daily
Topics
Artificial Intelligence
Here's Why Aehr Test Systems Stock Surged Higher This Week
↗
July 24, 2026
The stock continues to trade as a proxy for AI semiconductor investment, and for good reason.
Via
The Motley Fool
Topics
Artificial Intelligence
Electric Vehicles
Regulatory Compliance
Transfer Outlook Contacts to Google Contacts - Best Ways
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July 24, 2026
Switching between email platforms has become a common practice for every user who needs the simplicity of accessing their contacts across various devices.
Via
Talk Markets
How to Export Google Calendar to Apple Calendar Effortlessly?
↗
July 24, 2026
Managing schedules across different platforms can be challenging, especially when you go from one device to another or ecosystems. Many users depends on Go
Via
Talk Markets
Why Braze Stock Was Sliding This Week
↗
July 24, 2026
It got pinched in the latest software stock rout.
Via
The Motley Fool
Topics
Artificial Intelligence
Meet the Trillion-Dollar Company Retail Investors Have Spent More Money Buying Than Any Other Stock in July
↗
July 24, 2026
Retail investors have poured four times as much into this stock since the beginning of July as they did into Alphabet, Amazon, and Tesla, combined!
Via
The Motley Fool
Topics
Artificial Intelligence
Initial Public Offering
2 Vanguard Index Funds Are Crushing the S&P 500 This Year
↗
July 24, 2026
These Vanguard index funds have trounced the overall U.S. stock market this year.
Via
The Motley Fool
Topics
ETFs
Government
Stocks
How to Rank on Google AI Overview: A 2026 Guide for Canadian Businesses
July 24, 2026
If you search anything on Google lately, you’ll find something above the typical list of links: a piece of text that… solves the question. The program pulls data from a variety of sources, rewrites...
Via
Worldnewswire
Topics
Artificial Intelligence
Is Marvell Technology the New Nvidia?
↗
July 24, 2026
Nvidia is a significant Marvell investor.
Via
The Motley Fool
Topics
Artificial Intelligence
David Tepper Has 5% of His Portfolio in This Little-Known Energy Stock. Here's Why.
↗
July 24, 2026
It may have found itself in the right place at the right time.
Via
The Motley Fool
Topics
Artificial Intelligence
Energy
Cathie Wood Just Bought More SpaceX Stock. Here's Why I Wouldn't Copy Her
↗
July 24, 2026
And neither should you.
Via
The Motley Fool
Topics
Artificial Intelligence
Alphabet Just Revealed a $94 Billion Stake in SpaceX -- and It Can't Sell a Single Share Yet
↗
July 23, 2026
A $1 billion bet from 2015 has turned into one of the biggest investment wins in corporate history. Selling is another matter.
Via
The Motley Fool
Topics
Artificial Intelligence
Prediction: This Autonomous Driving Stock Will Be a Much Better Buy Than Tesla Over the Long Term
↗
July 23, 2026
Uber is taking a unique approach to the autonomous driving revolution.
Via
The Motley Fool
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