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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
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Tamar Advisors
Own Your Practice
Letter to Clients
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contact us
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Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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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
Quarterly Performance Reports
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TAV Program
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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
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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
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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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Goldman Sachs Group
(NY:
GS
)
1,029.18
+9.41 (+0.92%)
Official Closing Price
Updated: 7:00 PM EDT, Sep 11, 2026
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All News about Goldman Sachs Group
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Microsoft, Amazon On Watch ― Goldman Sounds Alarm On 90% Cloud Cash Burn
↗
May 01, 2026
Goldman Sachs strategists just put a hard figure on what the market has been treating as a vague "spending a lot" story.
Via
Benzinga
Stocks Supported by Apple’s Earnings and Weaker Crude Prices
May 01, 2026
The S&P 500 Index ($SPX ) (SPY ) today is up +0.55%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.28%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.79%. June E-mini S&P futures (ESM26...
Via
Barchart.com
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TROW Q1 2026 Deep Dive: Active Management and Alternatives Expansion Amid Market Volatility
May 01, 2026
Investment management firm T. Rowe Price (NASDAQ:TROW) fell short of the market’s revenue expectations in Q1 CY2026 as sales rose 4.8% year on year to $1.86 ...
Via
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Water Tower Research Publishes Initiation of Coverage Report on Bimergen Energy Corporation “Capital-Light, Grid-Balancing Operator with an Energy Arbitrage Model”
April 30, 2026
April 30, 2026, ST. PETERSBURG, FL – Water Tower Research (www.watertowerresearch.com) has published an Initiation of Coverage Report on Bimergen Energy Corporation (NYSE AM: BESS) titled,...
Via
TheNewswire.com
Crude Oil Prices Retreat on Signs of Weaker Global Energy Demand
April 30, 2026
June WTI crude oil (CLM26 ) on Thursday closed down -1.81 (-1.69%), and June RBOB gasoline (RBM26 ) closed up +0.0228 (+0.63%). Crude oil and gasoline prices settled mixed on Thursday, with gasoline...
Via
Barchart.com
Topics
Energy
Government
Here's Why This AI-Related Company's Stock Soared Today
↗
April 30, 2026
Investors are treating the recent dip in this AI-focused company as a buying opportunity today.
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Economy
The Trump Administration Floats a New Idea to Reopen the Strait of Hormuz. Here's What It Could Mean for the Energy Market.
↗
April 30, 2026
The Trump administration has a new plan to reopen the Strait of Hormuz.
Via
The Motley Fool
Topics
Economy
Energy
Government
Signs of Weaker Energy Demand Fuel Long Liquidation in Crude Prices
April 30, 2026
June WTI crude oil (CLM26 ) today is down -2.01 (-1.88%), and June RBOB gasoline (RBM26 ) is down -0.0104 (-0.29%). Crude oil and gasoline prices gave up early gains today and fell sharply on concerns...
Via
Barchart.com
Topics
Energy
Government
Gold ETF Value Check: With Gold Down 8% Since the Iran War Began, Are GLD and IAU Fairly Valued at Current Levels?
↗
April 30, 2026
Gold's recent slide may be a case of too much too fast, potentially signaling value with the SPDR Gold Shares and the iShares Gold Trust.
Via
The Motley Fool
Topics
Bonds
ETFs
Economy
Are Wall Street Analysts Predicting Huntington Bancshares Stock Will Climb or Sink?
April 30, 2026
Huntington Bancshares has underperformed the broader market over the past year, but analysts are cautiously optimistic about the stock’s prospects.
Via
Barchart.com
Topics
ETFs
Are Wall Street Analysts Predicting Newmont Stock Will Climb or Sink?
April 30, 2026
As Newmont has notably outperformed the broader market over the past year, Wall Street analysts maintain a highly optimistic outlook about the stock’s prospects.
Via
Barchart.com
Topics
ETFs
Green Plains and HighPeak Energy Shares Skyrocket, What You Need To Know
April 29, 2026
What Happened? A number of stocks jumped in the afternoon session after oil and gas prices surged amid reports the U.S. was planning an extended blockade of ...
Via
StockStory
Why Old Dominion Freight Line (ODFL) Shares Are Trading Lower Today
April 29, 2026
What Happened? Shares of freight carrier Old Dominion (NASDAQ:ODFL) fell 5% in the afternoon session after the company reported first-quarter 2026 financial ...
Via
StockStory
Crude Prices Surge With No End in Sight to US-Iran War
April 29, 2026
June WTI crude oil (CLM26 ) on Wednesday closed up +6.95 (+6.95%), and June RBOB gasoline (RBM26 ) closed up +0.1650 (+4.81%). Crude oil and gasoline prices extended this week's sharp rally on...
Via
Barchart.com
Topics
Energy
Government
Visa Boasts Biggest Revenue Beat In Four Years, Highest Share Buyback In Its History
↗
April 29, 2026
Visa reports upbeat Q1 results, with strong volume growth and higher revenues. Goldman Sachs raises PT, JPMorgan names Visa as top pick.
Via
Benzinga
The Bull Case Is Now the Base Case for Seagate Technology Stock After Major Earnings Blowout
April 29, 2026
CEO Dave Mosley characterized the current environment as “a new era of structural growth,” emphasizing that AI applications are amplifying data creation across video, cloud platforms, and agentic AI...
Via
Barchart.com
Topics
Artificial Intelligence
Crude Prices Soar on Prospects for Prolonged Closure of Hormuz
April 29, 2026
June WTI crude oil (CLM26 ) today is up +5.18 (+5.18%), and June RBOB gasoline (RBM26 ) is up +0.1502 (+4.38%). Crude oil and gasoline prices extended this week's sharp rally today, with crude oil...
Via
Barchart.com
Topics
Energy
Government
A Major Oil Executive Warns That the Global Oil Supply Disruption Could Last Into 2027. Here's What That Means for Oil Stocks.
↗
April 29, 2026
The oil market won't return to normal any time soon.
Via
The Motley Fool
Gold Rally Hits Hormuz Wall: Why Goldman Is Turning Cautious Now
↗
April 29, 2026
Goldman Sachs sticks with its $5,400 gold target; its real-time tracker suggests that central banks were basically flat on gold in February.
Via
Benzinga
SLB N.V. Stock Outlook: Is Wall Street Bullish or Bearish?
April 29, 2026
As SLB N.V. has outperformed the broader market over the past year, Wall Street analysts maintain a highly optimistic outlook about the stock’s prospects.
Via
Barchart.com
Topics
ETFs
Hightouch Raises $150 Million to Reinvent How Marketing Works Using AI
April 29, 2026
From
Hightouch
Via
Business Wire
Earnings To Watch: LPL Financial (LPLA) Reports Q1 Results Tomorrow
April 28, 2026
Independent financial services firm LPL Financial (NASDAQ:LPLA) will be reporting results this Thursday after market hours. Here’s what investors should know...
Via
StockStory
Topics
Artificial Intelligence
Tighter Global Oil Supplies Underpin Crude Prices
April 28, 2026
June WTI crude oil (CLM26 ) on Tuesday closed up +3.56 (+3.69%), and June RBOB gasoline (RBM26 ) closed up +0.0623 (+1.85%). Crude oil and gasoline prices rallied sharply for a second day on Tuesday,...
Via
Barchart.com
Topics
Energy
Government
Why Atlas Energy Solutions (AESI) Stock Is Up Today
April 28, 2026
What Happened? Shares of proppant sand producer Atlas Energy Solutions (NYSE:AESI) jumped 3.8% in the afternoon session after a spike in crude oil prices boo...
Via
StockStory
Crude Prices Strengthen as Global Oil Supplies Tighten with Strait of Hormuz Closed
April 28, 2026
June WTI crude oil (CLM26 ) today is up +3.13 (+3.25%), and June RBOB gasoline (RBM26 ) is up +0.0241 (+0.72%). Crude oil and gasoline prices are sharply higher for a second day today, with crude oil...
Via
Barchart.com
Topics
Energy
Government
Nokia Stock Just Hit a 16-Year High. Should You Chase the Rally Here?
April 28, 2026
Nokia shares have reached a 16-year peak as investors continue to cheer the company’s recent Q1 earnings. But AI tailwinds could drive NOK stock higher through the remainder of 2026.
Via
Barchart.com
Topics
Artificial Intelligence
Earnings
Stocks Pressured by AI Fears and Soaring Crude Oil Prices
April 28, 2026
The S&P 500 Index ($SPX ) (SPY ) today is down -0.38%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.25%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.78%. June E-mini S&P futures...
Via
Barchart.com
Topics
Artificial Intelligence
Bonds
Economy
JPMorgan Says Oil Prices Still Have Room to Run. Here's What Energy Investors Need to Know.
↗
April 28, 2026
The current oil prices don't reflect the gravity of the situation in the oil market.
Via
The Motley Fool
Topics
Energy
Evercore (EVR) Q1 Earnings Report Preview: What To Look For
April 27, 2026
Investment banking firm Evercore (NYSE:EVR) will be reporting earnings this Wednesday before market open. Here’s what to look for. Evercore beat analysts’ re...
Via
StockStory
Moelis Earnings: What To Look For From MC
April 27, 2026
Investment banking firm Moelis & Company (NYSE:MC) will be reporting results this Wednesday afternoon. Here’s what to look for. Moelis beat analysts’ revenue...
Via
StockStory
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