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home
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
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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
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TAF sm Program
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Back Dated Performance Reports
Quarterly Performance Reports
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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
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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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Featured Quarterly Newsletter
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Morgan Stanley
(NY:
MS
)
212.03
-9.01 (-4.08%)
Official Closing Price
Updated: 7:00 PM EDT, Jun 26, 2026
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The Celsius Surge: Why the Market is Re-Energized by CELH’s Adjusted Earnings Beat
February 26, 2026
Today’s Date: February 26, 2026 Introduction In the high-stakes arena of the global beverage industry, few stories are as volatile or as rewarding as that of Celsius Holdings (NASDAQ: CELH). Once a...
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Trade Desk’s Soft Q1 Outlook Prompt Jefferies, Morgan Stanley To Reduce Price Targets
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February 26, 2026
Jefferies noted that management projected roughly 10% YoY revenue growth for the first quarter, below the Street’s 12% estimate, and signaled a margin decline of about 500 basis points compared with...
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February 26, 2026
As the final bell rings on February 26, 2026, all eyes in the tech and financial sectors are glued to the quarterly results of CoreWeave (Nasdaq: CRWV). The specialized "neocloud" provider, which has...
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The Great Media Realignment: Analyzing Warner Bros. Discovery’s Q4 Results and the Battle for its Future
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The Continental Moat: Unpacking MercadoLibre’s Massive Spending and Mixed Results in 2026
February 26, 2026
As of February 26, 2026, MercadoLibre, Inc. (NASDAQ: MELI) finds itself at a pivotal crossroads. Often dubbed the "Amazon of Latin America," the company has evolved far beyond a simple e-commerce...
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Intuit (INTU) Earnings Deep Dive: Leading the Generative AI Revolution in Finance
February 26, 2026
Date: February 26, 2026 Introduction Intuit Inc. (Nasdaq: INTU) has long been the undisputed titan of the financial software industry, but its latest second-quarter fiscal 2026 earnings report has...
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Wall Street Says the Stock Market's Return in 2026 Will Crush the 30-Year Average
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February 26, 2026
Wall Street says the S&P 500 will return about 12% in 2026, easily outpacing the 30-year average of 8.1%
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2 Growth Stocks That Could Skyrocket in 2026 and Beyond
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February 26, 2026
Both of these stocks could increase more than 50% this year.
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The Motley Fool
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3 Millionaire-Maker Stocks to Hold for the Next 10 Years
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February 25, 2026
These winners look like they will continue to deliver high returns.
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The Warsh Pivot: What Kevin Warsh’s Fed Chair Nomination Means for Markets in 2026
February 25, 2026
The landscape of American monetary policy shifted dramatically on January 30, 2026, when President Donald Trump officially nominated Kevin Warsh to succeed Jerome Powell as the next Chair of the...
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AI Dominance: Nvidia Crushes $66 Billion Revenue Target as 'Vera Rubin' Era Begins
February 25, 2026
The global financial markets held their collective breath today as NVIDIA Corporation (NASDAQ: NVDA) released its highly anticipated fourth-quarter fiscal 2026 earnings report. In a display of...
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Ken Griffin, Ray Dalio, and Warren Buffett All Sold More Apple Stock. Should You?
February 25, 2026
Marquee names have trimmed their stakes in iPhone maker Apple.
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Barchart.com
Fed Watch 2026: Markets Divided Over March Rate Cut as Inflation 'Stickiness' Persists
February 25, 2026
As the Federal Open Market Committee (FOMC) prepares for its pivotal March 17–18 meeting, the financial world is locked in a high-stakes debate over the next move for U.S. monetary policy. Following a...
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Is Morgan Stanley Stock Outperforming the S&P 500?
February 25, 2026
As Morgan Stanley has outperformed the S&P 500 recently, analysts remain moderately optimistic about the stock’s prospects.
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Barchart.com
Topics
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Heavy Metal: Base Metals Surge as China Reopens to a Favorable U.S. Trade Ruling
February 25, 2026
Industrial metals experienced a powerful rally on February 24, 2026, as Chinese markets reopened following the nine-day Lunar New Year holiday. Investors and commodity traders returned to their desks...
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Gold Smashes $5,000 Milestone as Federal Reserve Defies Political Heat to Hold Rates Steady
February 25, 2026
As of late February 2026, the global financial landscape is witnessing a historic decoupling of traditional market correlations. Gold prices have decisively shattered the psychological $5,000 per ounce...
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How Is Goldman Sachs' Stock Performance Compared to Other Capital Markets Stocks?
February 25, 2026
Goldman Sachs has outperformed other capital market stocks over the past year, and analysts remain moderately optimistic about the stock’s future outlook.
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Barchart.com
Topics
ETFs
2 Stock-Split Stocks to Buy Before They Soar 95% and 103%, According to Wall Street Analysts
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February 25, 2026
Netflix and ServiceNow recently completed stock splits, and both companies' shares look attractive at current prices.
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The Motley Fool
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How Prediction Market Traders Won on Domino's Earnings Miss
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February 24, 2026
Domino's missed Q4 earnings estimates, but "no" contract holders on Polymarket still came out ahead.
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The Motley Fool
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Q4 Earnings Roundup: Morgan Stanley (NYSE:MS) And The Rest Of The Investment Banking & Brokerage Segment
February 24, 2026
As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q4. Today, we are looking at investment banking & brokerage stocks,...
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Bridger Dumps 301,000 Bath & Body Works Shares Worth $7.7 Million
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February 24, 2026
This specialty retailer delivers personal care and home fragrance products through a broad network of stores and online channels.
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The Late-Stage Bull Market Is a Buying Opportunity for Tech
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February 24, 2026
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S&P 7,000: Wall Street’s Glass Ceiling Shatters Amidst a New Era of Policy Volatility
February 24, 2026
On January 28, 2026, the financial world witnessed a historic milestone as the S&P 500 Index (NYSEARCA: SPY) breached the 7,000-point threshold for the first time in history. Reaching an intraday high...
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The $500 Billion Windfall: 'One Big Beautiful Bill' Triggers Historic February Tax Refund Surge
February 24, 2026
As the final week of February 2026 unfolds, a massive wave of capital is beginning to flood the U.S. economy, marking the start of what economists are calling the "Spring of Stimulus." Following the...
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The Warsh Doctrine: A New Era of Monetary Discipline Approaches the Federal Reserve
February 24, 2026
As the sun begins to set on Jerome Powell’s tenure at the helm of the world’s most powerful central bank, the financial world is bracing for a tectonic shift in economic governance. The nomination of...
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CoreWeave Plans To Raise $8.5 Billion In A Deal Backed By Meta: Report
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February 24, 2026
According to a report from Bloomberg, which cited people familiar with the matter, the loan would help fund a cloud computing capacity buildout for Meta Platforms Inc.
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Why Intel Rallied Today
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February 24, 2026
Competitor AMD inked a massive deal with Meta, but Intel also inked an interesting deal with AI start-up SambaNova
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Treasury Resilience: TLT Defies Dollar Devaluation and Global Unrest in Surprising Breakout
February 24, 2026
As of February 24, 2026, the fixed-income market is witnessing a historic anomaly that has confounded traditional macroeconomic models. The iShares 20+ Year Treasury Bond ETF (NASDAQ: TLT) is holding...
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Resilience Amidst Retrenchment: S&P 500 Tests 6,900 as Corporate Earnings Defy Policy Turbulence
February 24, 2026
The S&P 500 (INDEXSP: .INX) is currently locked in a high-stakes tug-of-war, hovering near the psychologically significant 6,900 level as of February 24, 2026. Despite a backdrop of intensifying trade...
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HIMS Stock Plummets After Wall Street Downgrade, Price Target Cuts Following 'Disappointing' Q4 Report
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February 24, 2026
HIMS stock is currently trading at levels last seen in September 2024 and has fallen over 50% year-to-date.
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