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home
about us
Investment Approach
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Market Analysis Summary
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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
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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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BlackRock
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Updated: 4:10 PM EDT, Aug 19, 2026
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The Conductive Revolution: Silver Prices Find High-Voltage Floor as AI and EV Demand Intensify
February 17, 2026
As of mid-February 2026, the global silver market is navigating a historic "structural re-rating," firmly shedding its reputation as a mere shadow to gold. Following a volatile start to the year—which...
Via
MarketMinute
Topics
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The New Media Hegemon: Netflix’s Strategic Bidding War and the Dawn of the 3.0 Era
February 17, 2026
Today’s Date: February 17, 2026 Introduction As of early 2026, Netflix (NASDAQ: NFLX) has transcended its origins as a Silicon Valley disruptor to become the undisputed titan of the global media...
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Finterra
Bitcoin vs. iShares Bitcoin Trust: The Better Investment for 2026 and Beyond
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February 17, 2026
Since Bitcoin has been such a stellar performer in the long run, investors want exposure.
Via
The Motley Fool
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The Nvidia Anchor: How a Single Stock’s Friday Slump Sent the S&P 500 Reeling
February 16, 2026
On Friday, February 13, 2026, the fragility of a highly concentrated stock market was laid bare as a 2.2% decline in Nvidia (NASDAQ:NVDA) single-handedly erased gains across dozens of other sectors. As...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
Flight to Safety: Consumer Staples Hit Record Highs as AI Volatility Grips Wall Street
February 16, 2026
As of February 16, 2026, the narrative on Wall Street has undergone a startling transformation. The "growth-at-any-price" mentality that defined the early 2020s has been replaced by a resolute flight...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
Victory Capital Targets $1 Trillion AUM: CEO David Brown Outlines Aggressive M&A 'Sweet Spot' at UBS Conference
February 16, 2026
In a bold declaration that signals a new era of consolidation in the asset management industry, Victory Capital Holdings, Inc. (NASDAQ:VCTR) has officially set its sights on joining the elite...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
The Great Pivot of 2026: Investors Flee 'AI Fatigue' for the Safety of Utilities and Staples
February 16, 2026
NEW YORK — The exuberant AI-driven rally that defined the middle of the decade has hit a formidable wall in February 2026. In a dramatic shift of market leadership, institutional capital is staging a...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
World Trade
Billionaire BlackRock CEO Larry Fink Says 'Almost No One Is Close' To Saving The Nearly $2.1M Americans Claim They Need For A Comfortable Retirement
↗
February 16, 2026
Via
Benzinga
The Backbone of AI: A Deep Dive into Arista Networks (ANET) and the Ethernet Revolution
February 16, 2026
As of February 16, 2026, the financial markets are witnessing a pivotal moment in the infrastructure of artificial intelligence. While NVIDIA remains the face of AI compute, Arista Networks (NYSE:...
Via
Finterra
Topics
Artificial Intelligence
Earnings
Economy
The $3 Trillion Blueprint: A Deep Dive into TSMC’s AI-Driven Dominance
February 16, 2026
As of February 16, 2026, the global technology landscape is defined by a single acronym: TSM. Taiwan Semiconductor Manufacturing Company (NYSE: TSM), the world’s largest dedicated independent...
Via
Finterra
Topics
Artificial Intelligence
Economy
Retirement
The Toll Booth Under Siege: A Deep-Dive into Visa Inc. (V) in 2026
February 16, 2026
As of February 16, 2026, Visa Inc. (NYSE: V) finds itself at a historic crossroads. For decades, the San Francisco-based payments giant has functioned as the "toll booth" of the global economy,...
Via
Finterra
Topics
Credit Cards
Economy
Fraud
Disney’s 2026 Resurgence: Inside the $7 Billion Buyback and the D’Amaro Era
February 16, 2026
As of February 16, 2026, The Walt Disney Co (NYSE: DIS) finds itself at the center of a narrative transition that is as dramatic as any of its cinematic masterpieces. After several years of...
Via
Finterra
Topics
Economy
Intellectual Property
Apple Inc. (AAPL): Record Revenue vs. Regulatory Reality – A 2026 Deep Dive
February 16, 2026
Today’s Date: February 16, 2026 Introduction Apple Inc. (NASDAQ: AAPL) remains the ultimate barometer for the global technology sector. As of February 2026, the Cupertino giant finds itself at a...
Via
Finterra
Topics
Artificial Intelligence
Economy
Lawsuit
The Iron Fortress: Cleveland-Cliffs and the High-Stakes Future of American Steel
February 16, 2026
As of February 16, 2026, Cleveland-Cliffs (NYSE: CLF) stands as a polarizing sentinel of American industrial policy. Once a humble iron ore miner, the company has transformed into the largest...
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Finterra
Topics
Bankruptcy
Economy
Electric Vehicles
The Visual Search for Value: Deconstructing Pinterest’s (PINS) 22% Post-Earnings Plunge
February 16, 2026
The digital advertising landscape has long been a game of giants, but for Pinterest, Inc. (NYSE: PINS), the latest move on the board has left investors reeling. On February 13, 2026, the visual...
Via
Finterra
Topics
Artificial Intelligence
Earnings
Economy
The AI Giga-Cycle: A Deep Dive into Applied Materials (AMAT) and its 2026 Breakout
February 16, 2026
As of today, February 16, 2026, the semiconductor industry is witnessing a historic shift, and at the epicenter of this transformation sits Applied Materials, Inc. (Nasdaq: AMAT). Known as the...
Via
Finterra
Topics
Artificial Intelligence
Earnings
Economy
Rivian’s 2026 Breakthrough: Analyzing the 26.6% Surge and the Path to Mass-Market Dominance
February 16, 2026
On February 16, 2026, the electric vehicle (EV) sector witnessed a seismic shift in investor sentiment as Rivian Automotive (NASDAQ: RIVN) surged by 26.6% in a single trading session. This dramatic...
Via
Finterra
Topics
Economy
Electric Vehicles
Emissions
Pepeto Presale Surpasses $7 Million Milestone as Bitcoin Sell Off Confirms BTC’s Role as Stable Crypto, Not an Explosive One
February 15, 2026
Bitcoin crashed 14% on Feb. 5. It bounced. It stalled. Now it hovers in a range that feels more like
Via
First Publisher
Topics
Derivatives
ETFs
Crypto Update: Pepeto Presale Crosses $7 Million, Following Shiba Inu’s Early 2021 Setup
February 15, 2026
Crypto prices are tumbling. Bitcoin dropped 14% on Feb. 5 and hasn't recovered. Ethereum keeps sliding. XRP can't hold support.
Via
First Publisher
Topics
ETFs
Economy
BlackRock & State Street Rejected Her ETF. It Just Returned 5X Its Category Average.
↗
February 15, 2026
The Freedom 100 Emerging Markets ETF has gone from a little-known outlier to one of the best-performing emerging markets ETFs in the world.
Via
The Motley Fool
Topics
ETFs
The Beaten-Down Gaming Stock Wall Street Insiders Are Quietly Buying
↗
February 15, 2026
More than 50% off their highs, shares of this gaming stock are getting snapped up by big names.
Via
The Motley Fool
Topics
ETFs
Analysts See Over 100% Upside For BMNR As BlackRock And ARK Invest Buys
↗
February 15, 2026
Analysts projected over 100% upside for BitMine as BlackRock and ARK increased holdings, signaling strong institutional backing.
Via
Stocktwits
Topics
ETFs
Vanguard BND Offers Broader Bond Mix Than BlackRock's IEI
↗
February 15, 2026
These two fixed-income ETFs hold much more safer bonds compared to other funds, but which one will be right for you?
Via
The Motley Fool
Topics
Bonds
ETFs
How Does BlackRock's IGIB Bond ETF Compare to Vanguard's?
↗
February 15, 2026
These two bond ETFs offer higher-than-normal dividend yields, but investors should be aware of the unique factors of these types of funds.
Via
The Motley Fool
Topics
Bonds
ETFs
Interested in Bitcoin or Ethereum? These ETFs Offer Exposure to Digital Tokens
↗
February 14, 2026
Holding cryptocurrencies in crypto wallets can be risky. But by investing in crypto through these two ETFs, that risk can be reduced slightly.
Via
The Motley Fool
Topics
ETFs
World Trade
IBIT vs. ETHA: Two Unique Approaches for Investing in Crypto
↗
February 14, 2026
Bitcoin and Ethereum had down years in 2025, but many investors are still optimistic about their long-term growth. These two ETFs may offer exposure to that potential growth.
Via
The Motley Fool
Topics
ETFs
World Trade
BLACKROCK TCP Deadline to Lead in Securities Fraud Lawsuit is April 6, 2026 - Contact Kaplan Fox
February 14, 2026
Search for the latest press releases from publicly traded companies, private corporations, non-profits and other public sector organizations.
Via
NewMediaWire
Topics
Fraud
Lawsuit
Regulatory Compliance
BLACKROCK TCP Deadline to Lead in Securities Fraud Lawsuit is April 6, 2026 - Contact Kaplan Fox
February 14, 2026
NEW YORK, NY - February 14, 2026 (NEWMEDIAWIRE) - Kaplan Fox & Kilsheimer LLP announces that a class action lawsuit has been filed against BlackRock TCP Capital Corp. (“BlackRock TCP” or the “Company”)...
Via
TheNewswire.com
Topics
Fraud
Lawsuit
Regulatory Compliance
3 Things Every Bitcoin Investor Needs to Know
↗
February 13, 2026
Anyone interested in this top digital asset must take the time to gain a better understanding.
Via
The Motley Fool
Topics
Bankruptcy
Economy
Treasury Yields Retreat to 4.06% as Cooling Inflation Sparks Tech-Led Rally
February 13, 2026
The U.S. bond market experienced a significant easing on February 13, 2026, as the benchmark 10-year Treasury yield slid to 4.06% following a highly anticipated Consumer Price Index (CPI) report. The...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
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