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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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
MARKET RESEARCH
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Goldman Sachs Group
(NY:
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1,029.18
+9.41 (+0.92%)
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Updated: 7:00 PM EDT, Sep 11, 2026
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Market Resilience: S&P 500 Breaches 7,000 as Trump Signals End to U.S.-Iran Conflict
April 15, 2026
ISLAMABAD/WASHINGTON — On April 15, 2026, global financial markets achieved a historic milestone as the S&P 500 closed above the 7,000-point mark for the first time, effectively erasing all losses...
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The Fraser Inflection: Citigroup Shakes Off Decades of Underperformance with Blockbuster Q1
April 15, 2026
The multi-year turnaround of Citigroup Inc. (NYSE: C) appears to have reached its long-awaited tipping point. In a quarterly earnings report that caught Wall Street off guard, the banking giant...
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JPMorgan Chase Reports Record Q1 2026 Profits Amidst Jamie Dimon’s Warnings of 'Complex Risks'
April 15, 2026
JPMorgan Chase & Co. (NYSE: JPM) kicked off the first-quarter earnings season of 2026 with a powerful statement of financial strength, reporting a 13% surge in net income to $16.5 billion. The banking...
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The Renaissance of the Deal: Goldman Sachs Shatters Expectations as M&A Engines Roar Back to Life
April 15, 2026
Following a multi-year "deal winter" that chilled global boardrooms, Goldman Sachs (NYSE: GS) has officially signaled the arrival of a "dealmaking renaissance." On April 13, 2026, the Wall Street...
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Morgan Stanley Shatters Records in Q1 2026: Wealth Management Surge and AI Innovation Fuel 5.4% Stock Leap
April 15, 2026
Morgan Stanley (NYSE: MS) delivered a historic performance in the first quarter of 2026, blowing past Wall Street expectations and solidifying its position as the preeminent leader in the global...
Via
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Initial Public Offering
S&P 500 Hits Historic 7,000 Milestone: Ceasefire Hopes and Bank Profits Drive New Record
April 15, 2026
In a definitive display of market resilience, the S&P 500 index climbed to a historic milestone on Wednesday, April 15, 2026, officially breaching the 7,000-point ceiling and signaling a new era for...
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Why Microsoft (MSFT) Stock Is Up Today
April 15, 2026
What Happened? Shares of technology giant Microsoft (NASDAQ:MSFT) jumped 5.1% in the afternoon session after the technology sector rallied, pushing the Nasda...
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Dow Jones Falls 0.5% as S&P 500, Nasdaq 100 Post Modest Mid-Day Gains
↗
April 15, 2026
Big banks are crushing earnings expectations. Meanwhile, the Dow is having a mildly rough Tax Day.
Via
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Dimon’s ‘Fortress’ Faces a Global Storm: JPMorgan Crushes Q1 Estimates Amid Rising Geopolitical Tensions
April 15, 2026
JPMorgan Chase (NYSE: JPM) kicked off the first-quarter 2026 earnings season with a resounding financial performance that cleared Wall Street’s hurdles, reporting a significant beat on both the top and...
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Goldman Sachs Shatters Expectations with Record Q1 Profits Amid Escalating Middle East Tensions
April 15, 2026
Goldman Sachs Group Inc. (NYSE:GS) delivered a powerhouse performance for the first quarter of 2026, reporting earnings per share of $17.55—a massive beat against the $16.47 expected by Wall Street...
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Earnings
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Bank of America Shatters Q1 2026 Estimates as Investment Banking and Trading Revenue Reach New Heights
April 15, 2026
CHARLOTTE, N.C. — In a powerful display of financial resilience and strategic pivoting, Bank of America Corp (NYSE: BAC) reported first-quarter 2026 earnings that significantly outpaced Wall Street...
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Morgan Stanley Crushes Q1 2026 Estimates as Investment Banking Renaissance Gains Momentum
April 15, 2026
NEW YORK — Morgan Stanley (NYSE: MS) reported a stellar start to the 2026 fiscal year, significantly outperforming Wall Street expectations in its first-quarter earnings report released today, April...
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S&P 500 Shatters 7,000 Barrier: Market Defies Inflation and War Fears in Historic Rebound
April 15, 2026
In a display of remarkable resilience that has caught many institutional bears off guard, the S&P 500 (^SPX) crossed the psychologically significant 7,000 level today, April 15, 2026. This mark...
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Goldman Sachs Shows Strength Despite Q1 Earnings Sell-Off
↗
April 15, 2026
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Judicial Rebuke: Judge Quashes DOJ "Pretext" Probe into Fed Chair Powell Amid Escalating Constitutional Standoff
April 15, 2026
In a stinging defeat for the Department of Justice, Chief U.S. District Judge James Boasberg has quashed a series of grand jury subpoenas aimed at Federal Reserve Chair Jerome Powell, describing the...
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The $100 Million Chair: Kevin Warsh Faces Senate Scrutiny as Path to Fed Leadership Clears
April 15, 2026
The Senate Banking Committee has officially scheduled the confirmation hearing for Kevin Warsh to become the next Chair of the Federal Reserve for next Tuesday, April 21, 2026. The announcement follows...
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The Shale Supermajor: Devon and Coterra's $26 Billion Tie-Up Signals the Era of Efficiency and AI Power
April 15, 2026
The landscape of the American energy sector has been fundamentally reshaped this spring as Devon Energy (NYSE:DVN) moves into the final stages of its landmark $26 billion acquisition of Coterra Energy...
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A Flavored Future: McCormick and Unilever Forge $65 Billion Global Food Giant
April 15, 2026
In a move that has sent shockwaves through the consumer staples sector, McCormick & Company (NYSE: MKC) and Unilever PLC (NYSE: UL) have announced a definitive agreement to merge Unilever’s extensive...
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Goldman Sachs Reclaims the Dealmaking Throne: Investment Banking Fees Surge 48% to $2.84 Billion
April 15, 2026
In a powerful signal that the long-awaited "dealmaking renaissance" has finally arrived, Goldman Sachs (NYSE: GS) reported a staggering 48% year-over-year increase in investment banking fees for the...
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Wall Street Powerhouse: Morgan Stanley Shatters Q1 Estimates as Dealmaking and Equities Trading Reach Fever Pitch
April 15, 2026
Morgan Stanley (NYSE: MS) delivered a resounding message to the global markets this morning, reporting a first-quarter performance for 2026 that exceeded even the most optimistic analyst projections....
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S&P 500 Nears Historic 7,000 Milestone Amid Peace Hopes and Banking Strength
April 15, 2026
Equity markets are bracing for a potential historic breakthrough as the S&P 500 edges within striking distance of its all-time closing high. As of midday on April 15, 2026, the index is hovering near...
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MarketMinute
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Trump Threatens to Fire Fed Chair Powell: A New Constitutional Crisis for Markets
April 15, 2026
WASHINGTON, D.C. — In a dramatic escalation of the long-standing feud between the executive branch and the central bank, President Donald Trump issued a direct ultimatum to Federal Reserve Chair Jerome...
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The Oracle Transformation: From Legacy Database to AI Hyperscale Powerhouse
April 15, 2026
As of April 15, 2026, Oracle Corporation (NYSE: ORCL) has fundamentally reinvented itself. Long pigeonholed as a legacy provider of on-premise databases, the Austin-based giant is now a primary...
Via
Finterra
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The Citigroup Redemption: A 2026 Analysis of a Global Banking Giant’s Transformation
April 15, 2026
As of April 15, 2026, Citigroup Inc. (NYSE: C) stands as one of the most compelling "redemption" stories in the global financial sector. Long viewed as the perennial laggard among the "Big Four" U.S....
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The Unshackling of a Giant: A Deep Dive into Wells Fargo’s (WFC) 2026 Renaissance
April 15, 2026
Today’s Date: April 15, 2026 Introduction Wells Fargo & Company (NYSE: WFC) stands today as a symbol of corporate redemption and operational transformation. Once the pariah of the American banking...
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Finterra
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The $20 Billion Disconnect: JPMorgan Criticizes 'Miscalibrated' Basel III Reset as New Capital Rules Loom
April 15, 2026
As of April 15, 2026, the long-running saga of the "Basel III Endgame" has entered a pivotal new chapter. Following years of intense lobbying and a historic regulatory "reset" by the Federal Reserve,...
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The Fortress Under a New Horizon: A 2026 Research Deep Dive into JPMorgan Chase & Co. (JPM)
April 15, 2026
Date: April 15, 2026 Introduction JPMorgan Chase & Co. (NYSE: JPM) stands today not just as the largest bank in the United States, but as a global financial titan that has redefined the concept of the...
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Consolidation Fever: Boston Scientific’s $14.9 Billion Bet on Penumbra Signals New Era in MedTech M&A
April 15, 2026
In a move that has sent shockwaves through the healthcare sector, Boston Scientific Corporation (NYSE: BSX) announced its definitive agreement to acquire Penumbra, Inc. (NYSE: PEN) for approximately...
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The $10 Trillion Powerhouse: A Deep Dive into Morgan Stanley (NYSE: MS)
April 15, 2026
As of today, April 15, 2026, the global financial landscape is witnessing the culmination of a decade-long metamorphosis. At the center of this shift is Morgan Stanley (NYSE: MS), an institution that...
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Finterra
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World Trade
Mann Patel and Tahir Khatri Launch MxnnMedia, Emerging as the PR Industry’s Youngest Founders
April 15, 2026
MXNN Media, a media placement platform offering 41 press and public authority services, launched this week with operations in Toronto. The company was founded by Mann Patel MXNN, and Tahir Khatri Khat,...
Via
Press Advantage
Topics
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