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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
Services, Fees and Compensation
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
Featured Quarterly Newsletter
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Morgan Stanley
(NY:
MS
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182.07
-0.84 (-0.46%)
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Updated: 9:45 AM EST, Feb 4, 2026
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SCREEN Holdings’ Dividend Strategy: A Steady Hand in the Semiconductor Equipment Investment Landscape
November 13, 2025
SCREEN Holdings Co., Ltd. (TYO: 7735), a pivotal player in the global semiconductor equipment manufacturing sector, maintains a robust and transparent dividend policy that significantly influences...
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Tech Sector Tremors: Is the AI Bubble Deflating, and What's Next for the Market?
November 13, 2025
As of mid-November 2025, a palpable unease has settled over the technology sector, long the darling of investors and the primary engine of market growth. After a period of unprecedented outperformance,...
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Morgan Stanley Says AMD’s Market Share Gain Is Key To Its AI Strategy
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November 12, 2025
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Why Super Micro (SMCI) Shares Are Plunging Today
November 13, 2025
Shares of server solutions provider Super Micro (NASDAQ:SMCI) fell 5.9% in the morning session after reports revealed billionaire investor Philippe Laffont sold his entire stake in the company amid...
Via
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Micron Stock Called 'Top Pick' By Morgan Stanley
↗
November 13, 2025
Morgan Stanley on Thursday called Micron Technology stock a "top pick," saying the memory-chip maker will benefit from rising prices.
Via
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Artificial Intelligence
What Is One of the Best Artificial Intelligence (AI) Stocks to Own for the Next 5 Years?
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November 13, 2025
This top chip supplier can help you profit from the AI boom.
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Supply Chain
Morgan Stanley Lifts Micron’s Price Target To ‘Street High’, Cites Soaring Chip Demand
↗
November 13, 2025
Morgan Stanley lifted its price target on Micron to $325 from $220.
Via
Stocktwits
Topics
Artificial Intelligence
Earnings
Got $3,000? 2 Artificial Intelligence (AI) Stocks to Buy and Hold for the Long Term
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November 13, 2025
These companies are rewarding investors through growing free cash flows.
Via
The Motley Fool
Topics
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Capital One Financial Stock Outlook: Is Wall Street Bullish or Bearish?
November 13, 2025
Capital One Financial has continued to outperform the broader market over the past year, and analysts remain strongly bullish on the stock’s prospects.
Via
Barchart.com
Topics
Credit Cards
ETFs
A Look Back at Investment Banking & Brokerage Stocks’ Q3 Earnings: Goldman Sachs (NYSE:GS) Vs The Rest Of The Pack
November 12, 2025
Looking back on investment banking & brokerage stocks’ Q3 earnings, we examine this quarter’s best and worst performers, including Goldman Sachs (NYSE:GS) and its peers.
Via
StockStory
Investment Banking & Brokerage Stocks Q3 Teardown: Piper Sandler (NYSE:PIPR) Vs The Rest
November 12, 2025
Earnings results often indicate what direction a company will take in the months ahead. With Q3 behind us, let’s have a look at Piper Sandler (NYSE:PIPR) and its peers.
Via
StockStory
Trump Hosts Wall Street CEOs For Power Dinner: Jamie Dimon, Larry Fink, David Solomon On Guestlist
↗
November 12, 2025
President Donald Trump will host a private dinner at the White House Wednesday evening for a select group of major Wall Street executives
Via
Benzinga
Topics
Government
Morgan Stanley Adds Eaton Vance ETF Targeting High-Income, Diversified Bond Opportunities
↗
November 12, 2025
Morgan Stanley has expanded its ETF lineup with a newly converted fund targeting high income and diversified global bond exposure.
Via
Benzinga
Topics
Bonds
ETFs
Why RXO (RXO) Stock Is Up Today
November 12, 2025
Shares of freight Delivery Company RXO (NYSE:RXO) jumped 6.2% in the morning session after Morgan Stanley upgraded the stock's rating from Equal-Weight to Overweight and set a new price target of...
Via
StockStory
Topics
Initial Public Offering
Vicor (VICR) Stock Trades Up, Here Is Why
November 12, 2025
Shares of power conversion and control solutions provider Vicor Corporation (NASDAQ:VICR) jumped 2.7% in the morning session after investor optimism continued following the company's blowout...
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StockStory
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Rocket Lab (RKLB) Stock Trades Down, Here Is Why
November 12, 2025
Shares of aerospace and defense company Rocket Lab (NASDAQ:RKLB) fell 0.3% in the morning session after the company reported better-than-expected third-quarter results and provided strong...
Via
StockStory
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Artificial Intelligence
Lyft (LYFT) Stock Is Up, What You Need To Know
November 12, 2025
Shares of ride sharing service Lyft (NASDAQ: LYFT) jumped 1.2% in the morning session after several analysts raised their price targets on the stock, signaling renewed confidence following its recent...
Via
StockStory
Topics
Artificial Intelligence
Take Profits On Bitcoin—It's 'Fall Season', Morgan Stanley Analyst Says
↗
November 12, 2025
Bitcoin (CRYPTO: BTC) tapped $105,000 before retreating back below $104,000 on Wednesday, reigniting debate among traders over whether the rally has more fuel or is nearing its peak.
Via
Benzinga
Synopsys To Cut 10% Of Workforce After Ansys Acquisition
↗
November 12, 2025
Synopsys will cut 10% of its workforce as of the end of fiscal 2025.
Via
Stocktwits
Topics
Artificial Intelligence
Intellectual Property
Workforce
Here's How Much $100 Invested In Morgan Stanley 15 Years Ago Would Be Worth Today
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November 12, 2025
Via
Benzinga
Trump To Host JPMorgan’s Jamie Dimon, Goldman’s David Solomon, And Other Wall Street CEOs At White House Dinner: Report
↗
November 12, 2025
The dinner will also feature several Wall Street CEOs, including those from BlackRock, Blackstone, and Morgan Stanley, among others.
Via
Stocktwits
Topics
Government
Everyone Thinks Adobe Will Suffer from AI. Here's Why It Could Thrive Instead
↗
November 12, 2025
Adobe could well thrive in the age of AI.
Via
The Motley Fool
Topics
Artificial Intelligence
Kimberly-Clark Stock: Is Wall Street Bullish or Bearish?
November 12, 2025
As Kimberly-Clark has lagged behind the broader market over the past year, Wall Street analysts maintain a cautious outlook on the stock’s prospects.
Via
Barchart.com
Bitcoin Drops To $103,000 – Morgan Stanley Analysts Warn Of ‘Fall Season’ In Four-Year Cycle
↗
November 12, 2025
The apex cryptocurrency declined nearly 1.6% to $103,559.17 at the time of writing, according to CoinMarketCap data, while Ethereum fell 3.1% to $3,448.26 and XRP fell 2.4% to $2.39.
Via
Stocktwits
Topics
Economy
Government
CarMax Stock Outlook: Is Wall Street Bullish or Bearish?
November 12, 2025
CarMax has significantly underperformed the broader market over the past year, and analysts remain cautious about the stock’s prospects.
Via
Barchart.com
Financials Sector Shines as Broader Market Rebounds on Government Shutdown Hopes
November 11, 2025
November 11, 2025, saw the S&P 500 Financials sector demonstrate a robust positive performance, mirroring a broader market rally fueled by burgeoning optimism. Investors largely cheered the impending...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Credit Cards
Gold Shines as Dollar Dips: Precious Metal Surges Past $4,000 Amidst Currency Weakness
November 11, 2025
The financial markets are currently witnessing a compelling narrative unfold as the US dollar experiences a significant softening, directly correlating with a remarkable surge in gold prices. This...
Via
MarketMinute
Topics
Bonds
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Energy
Copper's Historic 2025 Rally: A Global Economy in the Red Metal's Grip
November 11, 2025
The year 2025 has etched itself into the annals of financial history, witnessing an unprecedented surge in copper prices that sent shockwaves across global industrial sectors. The critical industrial...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Energy
Why Entegris (ENTG) Shares Are Falling Today
November 11, 2025
Shares of semiconductor materials supplier Entegris (NASDAQ:ENTG) fell 3% in the afternoon session after negative news from a data center company and a significant sale of Nvidia shares by a major...
Via
StockStory
Topics
Artificial Intelligence
Stocks
Supply Chain
Why Micron (MU) Stock Is Falling Today
November 11, 2025
Shares of memory chips maker Micron (NYSE:MU) fell 4.2% in the afternoon session after a broad-based sell-off in the semiconductor sector pressured chip stocks. The decline was not isolated to Micron,...
Via
StockStory
Topics
Artificial Intelligence
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