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home
about us
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Team Biographies
Firm ADV PDFs
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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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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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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Microsoft
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Updated: 4:00 PM EDT, Apr 15, 2026
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The $1 Trillion Trajectory: A Deep-Dive into NVIDIA (NVDA) and the Future of AI Silicon
March 26, 2026
Introduction As of March 26, 2026, the global technology landscape is no longer merely "transitioning" to artificial intelligence; it is being entirely reconstructed around it. At the epicenter of this...
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Meta’s AI Transformation: Analyzing the 2026 ‘Superintelligence’ Pivot and Workforce Cuts
March 26, 2026
By Financial Research Desk | March 26, 2026 Introduction As of March 26, 2026, Meta Platforms (NASDAQ: META) finds itself at a historic crossroads. After successfully navigating the "Year of...
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The Sentinel of the AI Era: A Deep-Dive into CrowdStrike (CRWD) and the Rise of AgentWorks
March 26, 2026
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March 26, 2026
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The AI Hypercomputer: How Alphabet’s Custom Silicon is Reshaping Hardware Demand
March 26, 2026
March 26, 2026 Introduction As of early 2026, Alphabet Inc. (NASDAQ: GOOGL) has undergone a fundamental metamorphosis. Once viewed primarily as a gatekeeper to the world’s information through a...
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The Bitcoin Ledger: A Deep-Dive into Strategy Inc.’s (NASDAQ: MSTR) Dual-Engine Model
March 26, 2026
In the high-stakes world of corporate finance, few stories are as polarizing or as transformative as that of Strategy Inc. (NASDAQ: MSTR), formerly known as MicroStrategy. Once a steady, if overlooked,...
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AI Brand Visibility Optimization Reaches Critical Mass as 63% of Enterprise Marketers Plan AI Search Budgets for 2026
March 26, 2026
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Everybody Thinks AI Spending Is Peaking. This Company's Order Book Says Otherwise.
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March 26, 2026
A bunch of companies are obviously planning on spending increasingly more money in the foreseeable future than they are right now.
Via
The Motley Fool
Topics
Artificial Intelligence
Bank of America Sees 30% Upside Potential in Microsoft Stock: Buy the Mag 7 Leader Now?
March 26, 2026
Bank of America reinstates its bullish rating on tech giant Microsoft with over 30% upside.
Via
Barchart.com
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ETFs
Microsoft Is Having Its Worst Start to a Year Since 2008. Is That a Red Flag or a Once-in-a-Decade Buying Opportunity?
↗
March 26, 2026
Microsoft stock has plummeted 21% so far in 2026, its worst start to the year since the 2008 financial crisis.
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Investigating Microsoft's Standing In Software Industry Compared To Competitors
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March 26, 2026
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This Decision in 2019 Was Oracle's Smartest Move -- and It May Be the Ticket to Explosive AI Growth.
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March 26, 2026
Oracle has put its focus on the cloud.
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How I'd Invest $10,000 in AI Stocks Right Now
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March 26, 2026
These five companies are the best ways to invest in AI.
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Nvidia Says the "Inflection Point of Inference" Has Arrived. Here Are 2 AI Stocks to Buy for 2026.
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March 26, 2026
These tech stocks look particularly well positioned to benefit from this opportunity.
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The Motley Fool
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Bank of America Says the Tech Sell-Off Doesn't Make Any Sense. Here's Why I Agree.
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March 26, 2026
Research analysts from Bank of America note the ongoing sell-off across the technology sector is overblown.
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The Motley Fool
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Why Arm Holdings Stock Soared Today
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March 25, 2026
A major new product launch is set to drive the chip designer's revenue sharply higher.
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The Motley Fool
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Artificial Intelligence
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OpenAI Just Became Broadcom's Newest Chip Customer. Here's Why That's a Massive Deal for 2026.
↗
March 25, 2026
Broadcom has added OpenAI to its growing list of design partners. That makes it a stock you should seriously consider for 2026.
Via
The Motley Fool
Topics
Artificial Intelligence
IWO vs. MGK: Is Small-Cap Growth or Mega-Cap Tech the Better Choice for Investors?
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March 25, 2026
From sector focus to risk profiles, these two growth ETFs present sharply different paths for investors seeking portfolio diversification.
Via
The Motley Fool
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My Top 2 Megacap Stocks to Buy After Walmart's Latest Pullback
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March 25, 2026
These two megacaps are cheaper and have higher upside than Walmart.
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Enhancing CRM Efficiency With Advanced CTI Solutions
March 25, 2026
Streamlining Customer Interactions: The Role of CTI in CRM
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TheNewswire.com
Enablence Names Dr. James Gyarmathy as Chief Intelligence Officer
March 25, 2026
Fremont, California--(Newsfile Corp. - March 25, 2026) - Enablence Technologies Inc. (TSXV: ENA) ("Enablence" or the "Company"), a leading...
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MGK Offers Focused Growth While VOOG Provides Broader Diversification: Which Is the Right ETF for You?
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March 25, 2026
Expense ratios, sector tilts, and portfolio concentration set these two growth ETFs apart.
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Here's What Could Send Nvidia Stock to New All-Time Highs
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March 25, 2026
Nvidia is primed for several years of growth.
Via
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Topics
Artificial Intelligence
The AI Era 2.0: How Agentic Systems and Gigawatt-Scale Infrastructure Are Redefining Market Leadership in 2026
March 25, 2026
As of March 25, 2026, the artificial intelligence revolution has transitioned from a speculative "hype" cycle into a fundamental restructuring of global capital. The "St. Patrick’s Day Recovery"...
Via
MarketMinute
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Artificial Intelligence
Initial Public Offering
Stocks
Can the "AI Supercycle" Deliver a Fourth Consecutive Double-Digit Year for the S&P 500?
March 25, 2026
As of March 25, 2026, the S&P 500 stands at a critical crossroads. After a historic three-year run that saw the benchmark index post double-digit gains in 2023, 2024, and a robust 17.9% in 2025,...
Via
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2 AI Stocks Down 20% or More That Are Screaming Buys
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March 25, 2026
Microsoft and Meta Platforms look like bargains now.
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Topics
Artificial Intelligence
The 1.6 Beta Trap: Why the S&P 500’s Fate Now Rests on Silicon Valley’s Shoulders
March 25, 2026
As of March 25, 2026, the S&P 500 (NYSEARCA: $SPY) has undergone a fundamental transformation, evolving from a diversified barometer of the American economy into a concentrated bet on the future of...
Via
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Topics
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ETFs
Earnings
The Strategic Renaissance: Why 2026 is the Year of the Takeover Tailwind
March 25, 2026
As of March 25, 2026, the global financial markets are witnessing a seismic shift in corporate strategy, marking the definitive end of the "deal winter" that chilled boardrooms for much of the early...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
VTI vs. VTV: Is Broad Market Diversification or Value Investing the Better Buy Right Now?
↗
March 25, 2026
Explore how VTV’s value focus and higher yield stack up against VTI’s tech-heavy, full-market approach.
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Is the Vanguard Dividend Appreciation ETF a Buy Now?
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March 25, 2026
This ETF has struggled so far this year.
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Topics
ETFs
Regulatory Compliance
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