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home
about us
Investment Approach
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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
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
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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
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(TSX:
BRK
)
34.26
-0.52 (-1.50%)
Streaming Delayed Price
Updated: 3:59 PM EDT, Mar 27, 2026
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All News about BRK
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Warren Buffett’s Berkshire Hathaway Slips Premarket After Trump Tariffs Dent Q2 Profit — Retail Awaits Oracle Of Omaha’s Next Moves
↗
August 04, 2025
Via
Stocktwits
Topics
Government
Not Enough People Are Talking About Domino's Pizza Stock Right Now
↗
August 04, 2025
This stock could bring peace of mind for the pizza-minded.
Via
The Motley Fool
Topics
Earnings
Economy
Government
If You'd Invested $1,000 in BRK.B 5 Years Ago, Here's How Much You'd Have Today
↗
August 04, 2025
Warren Buffett's investment vehicle is durably popular for very good reasons.
Via
The Motley Fool
Warren Buffett Sends Investors a $344 Billion Warning. History Says the Stock Market Will Do This Next.
↗
August 04, 2025
The S&P 500 currently trades at an expensive valuation that has historically signaled trouble for investors.
Via
The Motley Fool
Topics
Stocks
Prediction: This Quantum Computing Stock Will Be Worth More Than Berkshire Hathaway, Palantir, and Tesla Combined by 2030
↗
August 04, 2025
Quantum computing development is just one thing this tech giant has going for it.
Via
The Motley Fool
Topics
Electric Vehicles
Warren Buffett's $177 Billion Warning to Wall Street Is Deafening and Unmistakable
↗
August 04, 2025
The Oracle of Omaha has been a net-seller of stocks for 11 consecutive quarters.
Via
The Motley Fool
Topics
Retirement
World Trade
Should You Buy Sirius XM Stock After Earnings?
↗
August 03, 2025
Based on the market's immediate reaction, investors weren't pleased with the satellite radio operator's latest results.
Via
The Motley Fool
2 Warren Buffett Stocks to Buy Hand Over Fist in August
↗
August 03, 2025
Warren Buffett owns publicly traded stocks and entire companies. Here are two investment ideas from his portfolio.
Via
The Motley Fool
Berkshire Buyback Pause Signals Caution Despite $344 Billion Cash Hoard, Rail Gains
↗
August 02, 2025
Berkshire paused buybacks in Q2 despite a $344B cash pile, as mixed segment results and market caution signaled Buffett's wait-and-watch approach.
Via
Benzinga
Berkshire Hathaway Faces $3.8 Billion Loss Tied to Kraft Heinz Stake
↗
August 02, 2025
Berkshire Hathaway has reported a $3.8 billion impairment on its stake in Kraft Heinz, marking a significant setback for the billionaire investor.
Via
Benzinga
CORRECTING and REPLACING Berkshire Hathaway Inc. News Release
August 02, 2025
From
Berkshire Hathaway Inc.
Via
Business Wire
Berkshire Hathaway Warns of 'Adverse Consequences on Most, If Not All, Operating Businesses' as Q2 Results Reflect Mounting Global Pressures
↗
August 02, 2025
Berkshire's Q2 stumble underscores the challenges ahead as Buffett's succession nears amid market turbulence and shifting global dynamics.
Via
Benzinga
1 Warren Buffett Stock to Buy Hand Over Fist and 1 to Avoid
↗
August 02, 2025
Warren Buffett is largely viewed as the greatest investor of all time.
Via
The Motley Fool
Topics
Economy
World Trade
This Surprising Pizza Stock Is Beating the Market in 2025. Time to Buy?
↗
August 02, 2025
Can this pizza stock continue to deliver?
Via
The Motley Fool
Topics
Economy
Undervalued and Profitable: 3 Artificial Intelligence (AI) Stocks for Buffett-Minded Investors
↗
August 02, 2025
Contrary to a common assumption, you don't have to take crazy risks or tolerate wild volatility to own AI stocks.
Via
The Motley Fool
Topics
Artificial Intelligence
Intellectual Property
The Stock Market Has Never Been Pricier, According to Warren Buffett's Favorite Valuation Tool -- and History Is Clear What Happens Next
↗
August 02, 2025
The Oracle of Omaha once called this ratio "probably the best single measure of where valuations stand at any given moment."
Via
The Motley Fool
Topics
Government
Stocks
World Trade
Recent Report Shows That Rep. Scott Franklin Sold Up to $130K Worth of United Parcel Service Stock
↗
August 01, 2025
Via
Benzinga
Warren Buffett Once Called Mortgages A 'Terrific Deal' — Now Zillow Analyst Says Even 0% Rates Can't Make Homes Affordable In America
↗
August 01, 2025
Mortgage rates remain high, making homes unaffordable for average Americans. Despite slight decrease, economists don't expect significant change.
Via
Benzinga
2 Growth Stocks to Buy With $200 and Hold Forever
↗
August 01, 2025
Each of these stocks has a low price tag and huge opportunities.
Via
The Motley Fool
What I'm Watching With Berkshire Hathaway (BRK.B) Right Now
↗
August 01, 2025
Berkshire Hathaway has long been Warren Buffett's investment vehicle, but that's about to change.
Via
The Motley Fool
Billionaire Warren Buffett Sold 39% of Berkshire's Stake in Bank of America and Is Piling Into an Industry Leader That's Gained Almost 48,000% Since Its IPO
↗
August 01, 2025
The Oracle of Omaha has sent more than 401 million shares of Bank of America to the chopping block in favor of a company that's dominated its industry for decades.
Via
The Motley Fool
Here's the Average Stock Market Return in the Last 10 Years and Wall Street's Surprising Forecast for 2025
↗
August 01, 2025
The S&P 500 generated tremendous returns over the last decade, but Wall Street analysts generally see little upside in the remaining months of 2025.
Via
The Motley Fool
Topics
Economy
Government
Stocks
Got $200 per Month? This Warren Buffett-Approved ETF Could Turn It Into $1 Million or More.
↗
July 30, 2025
This hands-off investment could earn you a lot of money with minimal effort.
Via
The Motley Fool
Topics
ETFs
This New ETF Brings Out The Best In S&P 500 Without The Tech Overload
↗
July 30, 2025
Xtrackers SPXD ETF offers a balanced way to invest in S&P 500 without relying on tech giants like Nvidia. Its innovative approach prioritizes actual economic activity and has affordable fees.
Via
Benzinga
Topics
ETFs
Stocks
3 Stocks Warren Buffett Should Buy
↗
July 30, 2025
Warren Buffett is the most famous long-term investor in the world, and these stocks are right up his alley.
Via
The Motley Fool
Berkshire Hathaway Inc. Information Regarding Second Quarter Earnings Release
July 30, 2025
From
Berkshire Hathaway Inc.
Via
Business Wire
Is Berkshire Hathaway (BRK.B) Stock a Buy Now?
↗
July 30, 2025
Warren Buffett's favorite stock has been a huge winner for a long time. But are those days in the past?
Via
The Motley Fool
Topics
Artificial Intelligence
Warren Buffett's Berkshire Now Earns $138 Every Second—How Decades-Old Bets On Apple, Coca-Cola, Chevron Are Paying Off Big In 2025
↗
July 30, 2025
Warren Buffett's Berkshire Hathaway earns $4.37 billion in annual dividend income without selling shares, thanks to long-term investments.
Via
Benzinga
31.7% of Warren Buffett's $294 Billion Portfolio Is Invested in 3 Stocks That Could Pay Berkshire Hathaway $2.1 Billion in Dividends This Year
↗
July 30, 2025
Warren Buffett has steered Berkshire Hathaway to market-beating returns since 1965.
Via
The Motley Fool
Topics
Bankruptcy
Credit Cards
Warren Buffett Has 56% Of His $258 Billion Portfolio's Value Exposed To AI: Here Are The 5 Stocks That Are Leveraging AI Within Berkshire's Holdings
↗
July 29, 2025
Warren Buffett is not invested in any pure-play AI companies, but he holds these five stocks via Berkshire, which leverage AI.
Via
Benzinga
Topics
Artificial Intelligence
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