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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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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
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INVESCO Ltd
(NY:
IVZ
)
30.08
UNCHANGED
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Updated: 7:00 PM EDT, Sep 16, 2026
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Nasdaq, S&P 500 Futures Rebound, All Eyes On Trump’s Davos Speech: Why TSLA, NVDA, NFLX, AVR Are On Traders' Radar Today
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Trump Says ‘You’ll Find Out’ On How Far He’s Willing To Go For Greenland — Stock Market Slumps On Remarks
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1 Top ETF I Plan to Load Up on in 2026
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January 20, 2026
The ETF is equal-weighted, avoiding a problem that plagues the S&P 500 index.
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Gold, Silver Touch Record Highs – Why Commodities Expert Ole Hansen Sees Possible Rotation Back Into Bullion
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January 20, 2026
Silver surged past $95 an ounce for the first time ever, and gold vaulted above $4,700, as investors rushed to safe-haven assets amid increasing geopolitical uncertainties.
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Supply Tsunami: USDA’s Record 17 Billion Bushel Corn Harvest Sends Shockwaves Through Global Markets
January 20, 2026
The agricultural sector is reeling this week following the release of the United States Department of Agriculture (USDA) January 2026 Crop Production Annual Summary and World Agricultural Supply and...
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Nasdaq, S&P 500 Futures Slide As Trump Ramps Up Greenland Threats: Why NFLX, CRML, TSLA, VERO, SRXH Are On Traders' Radar Today
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January 20, 2026
Retail sentiment on Stocktwits has flipped bearish on SPY and QQQ amid elevated message volumes and rising volatility.
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Invesco vs. iShares: Which Consumer Staples ETF Is Better for Investors, PBJ or KXI?
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January 19, 2026
Explore how global reach, sector focus, and fund structure set these two consumer staples ETFs apart for different investor needs.
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Constitutional Crisis at the Fed: DOJ Investigation of Jerome Powell Sends Shockwaves Through Wall Street
January 19, 2026
In a move that has ignited a firestorm of constitutional and economic debate, the Department of Justice (DOJ) under the Trump administration has officially launched a criminal investigation into...
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The Changing Guard: Fed Leadership Shakeup as Warsh Surges Past Hassett
January 19, 2026
The transition of leadership at the Federal Reserve has taken a dramatic turn as of January 19, 2026, with reports indicating that Kevin Hassett is no longer the frontrunner to succeed Jerome Powell as...
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MarketMinute
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Better Small-Cap ETF: Vanguard's VBK vs. Invesco's RZG
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January 19, 2026
Expense ratio, sector focus, and portfolio breadth set these two small-cap growth ETFs apart for investors weighing their next move.
Via
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The Great Convergence: Market Leadership Broadens as the 'Magnificent Seven' Era Hits a Valuation Ceiling
January 19, 2026
As of January 19, 2026, the era of "narrow leadership" that defined the post-pandemic bull market has officially given way to a new regime: the "Great Convergence." For nearly three years, a handful of...
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MarketMinute
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1 Reason Why Now Is a Great Time to Buy the Invesco QQQ Trust
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January 19, 2026
This popular investment vehicle has produced a total return of 541% in the past decade.
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The Motley Fool
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3 Things Investors Need to Know About Invesco KBW Premium Yield Equity REIT ETF in 2026
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January 19, 2026
Know the risks of this popular ETF before being wooed by its high yields.
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Assurant Earnings Preview: What to Expect
January 19, 2026
Assurant is all set to report its fourth-quarter earnings results next month, and analysts project its EPS to rise impressively.
Via
Barchart.com
Topics
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S&P 500 Stability vs. Mega-Cap Growth: How Invesco's RSP Compares to Vanguard's MGK
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January 18, 2026
Explore how differing sector weights and risk profiles set these two popular ETFs apart for investors seeking distinct portfolio roles.
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Nasdaq's Elite or S&P's Full Roster? Breaking Down QQQ vs. RSP
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January 18, 2026
Explore how two flagship ETFs differ in risk, sector exposure, and income potential -- key factors for building a resilient portfolio.
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The Motley Fool
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S&P 500 Comparison: How Invesco's Equal-Weighted RSP Compares to Vanguard's VOO
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January 17, 2026
Explore how differing sector weights and portfolio structures shape the risk and income profiles of these two S&P 500 ETFs.
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QQQ vs VOO: What's the Better ETF Buy?
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January 17, 2026
The Invesco QQQ Trust (QQQ) is one of the best-performing ETFs, but the tech concentration is an issue. Is sticking with the Vanguard S&P 500 ETF (VOO) better?
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VUG vs. RSP: How Tech-Heavy Growth Compares to Balanced S&P 500 Diversification
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January 17, 2026
Explore how sector balance, income potential, and risk profiles set these two popular ETFs apart for different investor needs.
Via
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RSP vs. IVV: Is RSP's Diversification or IVV's Lower Fees Better for Average Investors?
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January 17, 2026
Explore how differing sector weights and risk profiles set these two S&P 500 ETFs apart for investors seeking distinct portfolio benefits.
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Better Buy: The Vanguard S&P 500 ETF or This Magnificent Alternative?
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January 17, 2026
The right investment can help build life-changing wealth over time.
Via
The Motley Fool
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Why a $6 Million Allocation to Short-Dated Credit Stands Out Right Now
↗
January 17, 2026
The Invesco BulletShares 2026 Corporate Bond ETF targets investment grade U.S. corporate bonds maturing in 2026 with a defined maturity profile.
Via
The Motley Fool
Topics
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100 Tech Leaders or 30 Industry Titans: QQQ vs. DIA Showdown
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January 17, 2026
Explore how portfolio makeup, sector focus, and yield set these flagship ETFs apart for investors seeking income or growth.
Via
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US FTC To Reportedly Closely Review Big Tech Talent Deals From Startups
↗
January 16, 2026
According to a Bloomberg report, the U.S. Federal Trade Commission is looking to scrutinize the practice of large tech companies hiring startup employees instead of acquiring the company.
Via
Stocktwits
Topics
Artificial Intelligence
ETFs
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Constitutional Crisis at the Fed: DOJ Investigation into Jerome Powell Sparks Global Market Alarm
January 16, 2026
The century-long tradition of Federal Reserve independence is facing its gravest threat to date as the Department of Justice (DOJ) has launched an unprecedented criminal investigation into Fed Chair...
Via
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Want to Collect Dividends Every Month? Invest in These 2 ETFs
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January 16, 2026
These dividend-paying ETFs have high yields and can provide you with some great diversification.
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Here's How Much You Would Have Made Owning Invesco S&P 500 Momentum ETF Stock In The Last 5 Years
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January 16, 2026
Via
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BlackRock Shatters Records as Q4 Inflows Surge; Rick Rieder Emerges as Frontrunner for Fed Chair
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BlackRock (NYSE:BLK) has kicked off the 2026 earnings season with a resounding statement of dominance, reporting fourth-quarter results that exceeded even the most optimistic Wall Street projections....
Via
MarketMinute
Topics
Bonds
ETFs
Earnings
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