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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
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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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TAV Program
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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
Featured Quarterly Newsletter
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BlackRock
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Updated: 3:25 PM EDT, Aug 19, 2026
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Why BlackRock Just Took an 8.1% Stake in Archer Aviation Stock
↗
February 13, 2026
Is this eVTOL maker about to take off?
Via
The Motley Fool
Vanguard’s $11.6 Trillion Evolution: The 2026 ETF Playbook for the Modern Investor
February 13, 2026
As of February 13, 2026, Vanguard has cemented its position not just as a low-cost index provider, but as a dominant force in the evolution of active management and private market access. With global...
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TCPC DEADLINE FOR LEADERSHIP is April 6, 2026 in a Securities Fraud Lawsuit against BlackRock TCP Capital Corp. (TCPC) - Contact Kaplan Fox
February 13, 2026
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Crypto Stocks Attempt Rebound After Weak Session Amid Bitcoin’s Volatility
↗
February 12, 2026
Via
Stocktwits
TCPC DEADLINE FOR LEADERSHIP is April 6, 2026 in a Securities Fraud Lawsuit against BlackRock TCP Capital Corp. (TCPC) - Contact Kaplan Fox
February 13, 2026
NEW YORK, NY - February 13, 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
BlackRock Increases BMNR Holdings By 165% As Cathie Wood's Ark Invest Adds $4.2M
↗
February 13, 2026
BitMine Immersion Technologies (NYSE:BMNR) rose 1.5% after BlackRock
Via
Benzinga
Nuveen to Acquire Schroders for $13.5 Billion, Forging $2.5 Trillion Asset Management Titan
February 12, 2026
In a move that has sent shockwaves through the global financial markets, the American investment giant Nuveen, the asset management arm of TIAA, announced today, February 12, 2026, a definitive...
Via
MarketMinute
Topics
Bonds
Retirement
BLACKROCK TCP DEADLINE: Investors Are Encouraged to Contact Kaplan Fox Before the Lead Plaintiff Deadline on April 6, 2026
February 12, 2026
Search for the latest press releases from publicly traded companies, private corporations, non-profits and other public sector organizations.
Via
NewMediaWire
Topics
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BLACKROCK TCP DEADLINE: Investors Are Encouraged to Contact Kaplan Fox Before the Lead Plaintiff Deadline on April 6, 2026
February 12, 2026
NEW YORK, NY - February 12, 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
Lawsuit
Regulatory Compliance
Nuveen to Acquire Schroders for $13.5 Billion, Creating a $2.5 Trillion Transatlantic Asset Management Titan
February 12, 2026
In a move that reshapes the global financial landscape, Nuveen, the investment management arm of TIAA, has announced a definitive agreement to acquire the storied British asset manager Schroders plc...
Via
MarketMinute
Verizon Communications (VZ): The 5G Dividend Titan at a Crossroad
February 12, 2026
As of February 12, 2026, Verizon Communications (NYSE: VZ) stands at a pivotal juncture in its multi-decade history. Long regarded as the "gold standard" of wireless reliability, the telecommunications...
Via
Finterra
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Artificial Intelligence
The Un-carrier Ascendant: A 2026 Deep-Dive Research Feature on T-Mobile US (TMUS)
February 12, 2026
As of February 12, 2026, the American telecommunications landscape is defined by a paradox: the industry’s most aggressive disruptor has become its most profitable incumbent. T-Mobile US (NASDAQ: TMUS)...
Via
Finterra
Topics
Artificial Intelligence
The Intelligence Layer: A Deep Dive into Datadog’s (NASDAQ: DDOG) AI-Fueled Dominance
February 12, 2026
As of February 12, 2026, the global software landscape is no longer defined merely by cloud migration, but by the complex, resource-heavy demands of generative AI. At the center of this tectonic shift...
Via
Finterra
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Initial Public Offering
The New Titan of Fiber: A Deep-Dive into Smurfit Westrock’s Post-Merger Ascendancy
February 12, 2026
In the global industrial landscape, few transformations have been as ambitious as the birth of Smurfit Westrock (NYSE: SW). Formed in July 2024 through the landmark merger of Europe’s Smurfit Kappa and...
Via
Finterra
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Intellectual Property
The Clinical Crisis: A Deep-Dive Into ICON plc (ICLR) Amidst a Transformational Storm
February 12, 2026
Date: February 12, 2026 Introduction ICON plc (NASDAQ: ICLR) currently finds itself at a pivotal and precarious crossroads. As the world’s second-largest Clinical Research Organization (CRO), the...
Via
Finterra
Topics
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The Bioelectronic Frontier: A Deep-Dive into NovoCure’s Multi-Indication Transformation
February 12, 2026
The following research article examines NovoCure Limited (NASDAQ: NVCR) through a deep-dive lens, focusing on its pioneering role in bioelectronic oncology and its current strategic pivot as of...
Via
Finterra
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Initial Public Offering
Intellectual Property
Edge of Tomorrow: A Deep-Dive Research Report on Fastly, Inc. (FSLY)
February 12, 2026
Date: February 12, 2026 Introduction In the rapidly evolving landscape of the digital economy, speed is no longer just a luxury—it is the foundational currency of survival. As we move into 2026, the...
Via
Finterra
Topics
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Economy
Initial Public Offering
Strategic Shift: Bitcoin Vaults to New Highs as U.S. Formalizes Strategic Reserve
February 11, 2026
The digital asset market has entered a new epoch this week as Bitcoin (BTC) shattered previous records, briefly touching the $150,000 milestone. This historic surge comes on the heels of a definitive...
Via
MarketMinute
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ETFs
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Regulatory Compliance
Why Is Baker Hughes Stock Rising Today?
↗
February 11, 2026
The oilfield contractor is working with advisers to study a possible divestment of the Waygate business, which could fetch around $1.5 billion, as per Bloomberg report.
Via
Stocktwits
Topics
Energy
BlackRock Makes Historic DeFi Move As Uniswap Deal Sends UNI 15%
↗
February 11, 2026
Uniswap (CRYPTO: UNI) spiked 15% after BlackRock
Via
Benzinga
Crypto Token UNI Jumps 14% - How Did BlackRock Drive The Rally?
↗
February 11, 2026
BlackRock disclosed that it has made a strategic investment in Uniswap and purchased an undisclosed amount of UNI.
Via
Stocktwits
Topics
Bonds
Deep Dive: Why Hilton (HLT) is the ‘Gold Standard’ of Global Lodging Following 2025 Record Earnings
February 11, 2026
Today, February 11, 2026, Hilton Worldwide (NYSE: HLT) released its full-year 2025 and fourth-quarter earnings, cementing its status as the "Gold Standard" of the global hospitality sector. The report,...
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Finterra
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Initial Public Offering
The Cracks in the Crypt-O-Bond: Wall Street’s First Bitcoin-Backed Asset Sale Buckles Under Market Stress
February 11, 2026
The ambitious marriage between traditional structured finance and the volatile world of digital assets faced its most harrowing trial this week. On February 11, 2026, the first-ever investment-grade...
Via
MarketMinute
Topics
Bonds
ETFs
Economy
NetEase (NTES) Deep Dive: Global Expansion and AI Integration Drive 2025 Growth
February 11, 2026
On February 11, 2026, NetEase, Inc. (NASDAQ: NTES) released its full-year 2025 earnings report, marking a pivotal moment in the company’s transition from a domestic giant to a truly global gaming...
Via
Finterra
Topics
Artificial Intelligence
The AI Reckoning: A Deep-Dive into LPL Financial (LPLA) Amidst a New Technological Frontier
February 11, 2026
On February 10, 2026, the wealth management industry faced a "Sputnik moment" that sent ripples through the financial markets. LPL Financial Holdings (NASDAQ: LPLA), the largest independent...
Via
Finterra
Topics
Artificial Intelligence
Economy
Regulatory Compliance
BorgWarner (BWA): From Automotive Mainstay to AI Power Pioneer—A 2026 Deep Dive
February 11, 2026
On February 11, 2026, BorgWarner Inc. (NYSE: BWA) finds itself at a historical crossroads. Long synonymous with the inner workings of the internal combustion engine (ICE), the Michigan-based Tier-1...
Via
Finterra
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Artificial Intelligence
Economy
Energy
Palo Alto Networks (PANW) Deep Dive: The AI-Driven Platformization Era in 2026
February 11, 2026
As of February 11, 2026, Palo Alto Networks (NASDAQ: PANW) finds itself at the epicenter of a tectonic shift in the cybersecurity industry. Following the company’s latest strategic update and the...
Via
Finterra
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Artificial Intelligence
Hacking
Regulatory Compliance
Quest Diagnostics (DGX): Navigating the New Frontier of Advanced Diagnostics and AI Efficiency
February 11, 2026
On February 11, 2026, the clinical laboratory landscape is recalibrating following a whirlwind 48 hours of financial and regulatory news. Quest Diagnostics (NYSE: DGX), the nation’s leading provider of...
Via
Finterra
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Artificial Intelligence
Incyte (INCY) Deep Dive: Navigating the 2026 Crossroads Following Earnings Miss
February 11, 2026
As of February 11, 2026, Incyte Corporation (NASDAQ: INCY) finds itself at a pivotal crossroads. Known for over a decade as a one-drug powerhouse centered on the hematology blockbuster Jakafi, the...
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Finterra
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The Architecture of AI: A Deep-Dive into Vertiv Holdings (VRT) Following Record 2026 Results
February 11, 2026
Today, February 11, 2026, the equity markets witnessed a defining moment in the artificial intelligence (AI) infrastructure cycle as Vertiv Holdings Co. (NYSE: VRT) released its fourth-quarter and...
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Finterra
Topics
Artificial Intelligence
Economy
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