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home
about us
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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
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contact us
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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
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Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
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Quarterly Performance Reports
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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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Event Schedule
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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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RSVP-Signup Form
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Microsoft
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Updated: 4:00 PM EDT, Apr 15, 2026
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Micron Shakes Semiconductor World with Record $23.9 Billion Revenue as AI "Supercycle" Ignites Insatiable Memory Demand
March 24, 2026
BOISE, IDAHO — In a financial performance that has redefined the boundaries of the semiconductor industry, Micron Technology (NASDAQ: MU) announced a staggering $23.9 billion in revenue for its second...
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
Microsoft Shares Slip Amid $120 Billion AI Spending Concerns and OpenAI Friction
March 24, 2026
Microsoft Corp. (NASDAQ: MSFT) shares have entered a period of intense volatility this March, as the market pivots from the euphoria of the artificial intelligence revolution to a cold, hard look at...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Gold Shatters Records at $4,407 as Middle East Conflict Triggers Global Dash for Safety
March 24, 2026
CHICAGO — The global financial landscape shifted violently this week as gold prices surged to a historic safe-haven high of $4,407 per ounce. The rally, fueled by a dramatic escalation of geopolitical...
Via
MarketMinute
Topics
Economy
Microsoft Sits At The Center Of The AI Supercycle, Analyst Says
↗
March 24, 2026
BofA reinstates Microsoft with a Buy rating and $500 price target, citing its dominant role in the AI supercycle. See the full analysis.
Via
Benzinga
Topics
Artificial Intelligence
Investors are Piling into Microsoft Call Options - Unusual MSFT Options Activity Today
March 24, 2026
Investors have been trading at-the-money and the slightly out-of-the-money Microsoft Corp call options today - a bullish signal. This is seen in today's Barchart Unusual Stock Options Activity Report.
Via
Barchart.com
Cavendish IP Solutions Warns of Rising Evidence Loss Risk in UK Insolvency Case. Insolvency Practitioners Must Prioritise Digital Asset Capture.
March 24, 2026
Via
Press Release Distribution Service
Big Tech Sell-Off Opportunity: 2 ‘Strong Buy’ Stocks to Buy Now
March 24, 2026
Analysts’ sentiment toward these two big tech stocks remains constructive. Both companies continue to carry a “Strong Buy” consensus rating with significant upside potential.
Via
Barchart.com
Topics
Artificial Intelligence
Economy
Is Qnity Electronics Stock Outperforming the S&P 500?
March 24, 2026
As Qnity Electronics has outpaced the S&P 500 Index over the past year, analysts are bullish about the stock’s prospects.
Via
Barchart.com
Topics
Stocks
$1000 Invested In Microsoft 15 Years Ago Would Be Worth This Much Today
↗
March 24, 2026
Via
Benzinga
Regional Bank Stock Up 33% as $3.7 Million Exit Tells a Different Story
↗
March 24, 2026
First Bancorp delivers banking, lending, and digital financial services across the Carolinas, serving individuals and local businesses.
Via
The Motley Fool
Topics
Regulatory Compliance
Wholesale Inflation Heat: March PPI Rise Fuels 'Higher-for-Longer' Fears
March 24, 2026
The latest Producer Price Index (PPI) report, released in mid-March 2026, has sent a chill through Wall Street as wholesale inflation figures came in significantly "warmer" than economists had...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
S&P 500 Teeters Near Critical 200-Day Average as Retreat from 7,000 Milestone Deepens
March 24, 2026
As the first quarter of 2026 draws to a close, the U.S. stock market is grappling with a significant technical identity crisis. After the S&P 500 (INDEXSP:.INX) reached a historic psychological...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
The Great Divergence: Q1 2026 M&A Hits Record $813.3 Billion Amidst "K-Shaped" Recovery
March 24, 2026
As the first quarter of 2026 draws to a close, the global mergers and acquisitions (M&A) market has delivered a paradox that is reshaping the financial landscape. Preliminary data reveals that total...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Intellectual Property
The Great Software Divergence: Why Infrastructure is the Only Safe Harbor in the 2026 Tech Sell-Off
March 24, 2026
The first quarter of 2026 has proven to be a brutal reckoning for the broader technology sector, as the "SaaSpocalypse" wiped trillions in market capitalization from traditional application software...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
The Great Thaw: Goldman Sachs Forecasts a 15% Surge in M&A as 'Deal Winter' Ends
March 24, 2026
The global financial landscape is bracing for a seismic shift as Goldman Sachs (NYSE: GS) officially declared the end of the "deal winter," forecasting a robust 15% surge in merger and acquisition...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Intellectual Property
The Artificial Intelligence (AI) Trade Is Splitting in Two. Here's How to Pick the Right Side in 2026.
↗
March 24, 2026
Investors should know the difference between AI training and AI inference.
Via
The Motley Fool
Topics
Artificial Intelligence
The Power Behind the Pulse: Constellation Energy’s $16.4 Billion Calpine Acquisition Solidifies the AI Energy Backbone
March 24, 2026
As the artificial intelligence revolution shifts from speculative software to massive physical infrastructure, the hunger for stable, carbon-free electricity has become the primary bottleneck for the...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Energy
The AI Memory Supercycle: Micron Shatters Records with 196% Revenue Surge in Historic Q2 2026
March 24, 2026
The global semiconductor landscape shifted on its axis this week as Micron Technology (NASDAQ: MU) unveiled a fiscal 2026 second-quarter performance that effectively silenced any remaining skeptics of...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
AI & Blockchain Startup Edubuk Secures $50M Investment from Nimbus Capital
March 24, 2026
New Delhi, India, March 24th, 2026, ZEX PR WIRE, Edubuk, a fast-scaling AI and blockchain startup, has secured a $50 million strategic investment commitment from Nimbus Capital, marking a major...
Via
Zexprwire
Topics
Artificial Intelligence
BofA: Nebius Positioned As Share-Taker In AI Computing
↗
March 24, 2026
Bank of America initiated coverage of Nebius stock with a buy rating. BofA said Nebius is well positioned to gain cloud computing market share.
Via
Investor's Business Daily
Topics
Artificial Intelligence
Wholesale Inflation Shock: Core PPI Surge of 0.5% MoM Rattles Markets
March 24, 2026
The financial markets were sent into a tailspin last week following the release of the February Producer Price Index (PPI) report, which revealed a staggering 0.7% headline increase and a 0.5% jump in...
Via
MarketMinute
Topics
ETFs
Economy
Energy
The Amazon Renaissance: 2026 Deep Dive into the AWS AI Surge and Retail Efficiency Mastery
March 24, 2026
As of March 24, 2026, Amazon.com, Inc. (NASDAQ: AMZN) stands at a pivotal juncture in its three-decade history. Once a humble online bookstore, it has evolved into a global titan of commerce, cloud...
Via
Finterra
Topics
Artificial Intelligence
World Trade
The Intelligence Supercycle: A Deep Dive into Apple’s (AAPL) 2026 Transformation
March 24, 2026
As of March 24, 2026, Apple Inc. (NASDAQ: AAPL) remains the quintessential barometer for both the technology sector and the broader global economy. With a market capitalization hovering near $3.66...
Via
Finterra
Topics
Artificial Intelligence
Bankruptcy
Economy
Treasury Yield Surge: 10-Year Yields Hit 7.5-Month Highs at 4.39%
March 24, 2026
The global bond market was sent into a tailspin this week as the yield on the 10-year U.S. Treasury note surged to a 7.5-month high of 4.39%. This aggressive move, marking a significant departure from...
Via
MarketMinute
Topics
Bonds
ETFs
Economy
The 2026 Microsoft Deep-Dive: Silicon, Surface, and the Crossover Year of AI PCs
March 24, 2026
Date: March 24, 2026 Introduction As we navigate the first quarter of 2026, Microsoft Corporation (NASDAQ: MSFT) stands at a pivotal crossroads in its fifty-year history. After a decade-long...
Via
Finterra
Topics
Artificial Intelligence
Data Breach
Economy
The Open Internet’s Last Stand: A Deep Dive into The Trade Desk (TTD) in 2026
March 24, 2026
Date: March 24, 2026 Introduction As of March 2026, the digital advertising landscape is undergoing its most profound transformation since the invention of the programmatic auction. At the center of...
Via
Finterra
Topics
Artificial Intelligence
Economy
Initial Public Offering
Labor Cost Spike: US Unit Labor Costs Jump 4.4%, Complicating Inflation Fight
March 24, 2026
On March 24, 2026, the U.S. Bureau of Labor Statistics (BLS) delivered a sobering wake-up call to Wall Street and the Federal Reserve. Revised data for the fourth quarter of 2025 revealed that nonfarm...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Micron's "Earnings Paradox": Stock Drops 6% Despite Blowout Q2 Results
March 24, 2026
BOISE, Idaho — March 24, 2026 — In a market where "good" news is often priced in and "great" news is required for survival, Micron Technology (NASDAQ: MU) has found itself at the center of a classic...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Fed's "Hawkish Shock": Markets Price Out Early Rate Cuts for 2026
March 24, 2026
The dream of a rapid return to cheap money was abruptly deferred this week as a "hawkish shock" rippled through global markets. Following a combination of scorching inflation data and a stern policy...
Via
MarketMinute
Topics
Bonds
Economy
Snowflake (SNOW) Deep-Dive: Can the AI Data Cloud Outrun the Microsoft Juggernaut?
March 24, 2026
As the sun sets on Wall Street today, March 24, 2026, all eyes are fixed on a single ticker: Snowflake Inc. (NYSE: SNOW). For a company that once commanded the largest software IPO in history,...
Via
Finterra
Topics
Artificial Intelligence
Economy
Initial Public Offering
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