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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
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)
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Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
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
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Event Schedule
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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
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Vanguard Total Stock Market ETF
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Hut 8 Joint Venture Lands Long-Term Capacity Deals For Four Ontario Plants: Retail’s Exuberant
↗
July 02, 2025
Beginning on May 1 next year, the contracts will guarantee steady income for four power stations situated in Iroquois Falls, Kingston, Kapuskasing, and North Bay.
Via
Stocktwits
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Economy
Energy
Netflix Reportedly Eyes Live Shows, Star Power, And Music Competitions: Retail Optimism Abounds
↗
July 02, 2025
Netflix is reportedly exploring a partnership with Spotify for music awards shows or a live concert series as part of its push to provide more live streaming.
Via
Stocktwits
Topics
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Apple’s India iPhone Ambitions Hit By Foxconn Staff Recall: Report
↗
July 02, 2025
The recall is expected to disrupt Apple’s local expansion efforts amid growing geopolitical tensions and Beijing’s clampdown on tech exports.
Via
Stocktwits
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World Trade
Tesla Sales Decline 14% In Q2, Falling For The 2nd Consecutive Quarter, But TSLA Stock Surges
↗
July 02, 2025
Tesla does not break down its sales numbers by geography but said that it sold 373,728 Model 3 and Y vehicles and 10,394 units of its more premium offerings, including the Cybertruck.
Via
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Topics
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Tesla’s China-Made EV Sales Break 8-Month Losing Streak In June: Stock Rises Pre-Market
↗
July 02, 2025
However, sales of Tesla’s EVs made at its factory in Shanghai dropped 6.8% YoY in the three months from April to June, marking the third quarter of consistent decline.
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Jeff Bezos Offloads $737M In Amazon Shares As Lavish Venice Wedding Wraps
↗
July 02, 2025
The e-commerce giant’s founder sold $4 billion worth of shares last year.
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Apple Stock Back In Favor? iPhone Sales Surprise Prompts Analyst Upgrade, Fuels Hopes For Earnings Beat
↗
July 02, 2025
The optimism is based on research firm Counterpoint’s findings that iPhone sales volume in the first two months of the June quarter increased by 15% year over year.
Via
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Government
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From Adobe Near-Buyout to Market Debut: Figma Reportedly Eyes One of 2025’s Biggest Tech IPOs
↗
July 02, 2025
The company said it has applied to list its common stock on the NYSE under the ticker symbol “FIG.”
Via
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Initial Public Offering
Regulatory Compliance
Apple Ordered To Pay $110.7 Million For Violating Spanish Firm’s Wireless Technology Patent: Report
↗
July 01, 2025
Apple must pay over $110 million after a jury found it infringed TOT Power Control’s wireless technology patent used in iPhones, iPads, and Apple Watches.
Via
Stocktwits
Topics
Intellectual Property
Lawsuit
Bitcoin Miner MARA Sees 25% Drop In Output Due To Storms, But Retail Stays Bullish
↗
July 01, 2025
MARA’s decline in June bitcoin production was due to weather-related curtailments and equipment issues.
Via
Stocktwits
Vertex Pharma’s New Cystic Fibrosis Drug Granted Approval By EU
↗
July 01, 2025
Vertex announced on Tuesday that eligible patients in Ireland, Denmark, and Germany will have access to Alyftrek shortly after receiving regulatory approval from the relevant authorities.
Via
Stocktwits
Microsoft Strikes 5-Year Deal With Premier League To Bring AI-Powered Experience To Global Fans
↗
July 01, 2025
The Premier League partners with Microsoft in a five-year deal to upgrade digital platforms, using AI and cloud tools to enhance fan engagement.
Via
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Topics
Artificial Intelligence
AMC Secures $223M In New Funds To Refinance Debt And Settle Litigation, Stock Plunges Pre-Market
↗
July 01, 2025
AMC reached a creditor-backed deal to raise $223 million, convert debt to equity, and settle litigation.
Via
Stocktwits
Cloudflare To Block AI Bots From Scraping Content, Launches Marketplace To Let Websites Charge For Crawling
↗
July 01, 2025
Cloudflare has launched free tools that enable publishers to block AI bots from scraping ad-monetized content.
Via
Stocktwits
Topics
Artificial Intelligence
Palantir Ranks As S&P 500’s Best Performer Mid-Year, But Retail Traders Tread With Caution
↗
July 01, 2025
Palantir Technologies, Inc. (PLTR) has had a strong run in the first half of the year, taking the honors of being the best–performing S&P 500 stock.
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Artificial Intelligence
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Stocks
Trump Bashes AT&T For Network Failure, But Retail Traders Surprised At Stock’s Resilience
↗
July 01, 2025
The president said the call may need to be rescheduled, adding that he would use another provider the next time.
Via
Stocktwits
Topics
Government
Oppenheimer Sees Higher DoorDash Profits This Year And Next On Strong Order Growth, Ad Unit Ramp Up
↗
July 01, 2025
Oppenheimer has raised its estimates for DoorDash's earnings for this and next year, citing its projection of strong order volumes as well as an expected ramp-up in advertising revenue.
Via
Stocktwits
$1,000 in VTI Could Turn Into $12,385
↗
July 01, 2025
Via
The Motley Fool
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ETFs
I'm Facing a Layoff -- Should I Invest Half My Severance Pay of $110,000 in an ETF?
↗
July 01, 2025
Via
The Motley Fool
Topics
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Workforce
BofA Lowers Crocs Price Target, But Keeps 'Buy' Rating On Potential Upside In Foreign Market
↗
July 01, 2025
Crocs' Q1 revenue and profit for the last quarter were above expectations, but the company withdrew its full-year 2025 outlook in May.
Via
Stocktwits
Topics
World Trade
Apple To Power Siri With ChatGPT Or Claude? Retail Buzz Builds As Stock Climbs To 1-Month High On AI Tie-Up Report
↗
June 30, 2025
Citing people who asked not to be identified, Gurman said the Tim Cook-led company has asked OpenAI and Anthropic to test versions of their models on Apple’s cloud infrastructure.
Via
Stocktwits
Topics
Artificial Intelligence
Mark Zuckerberg Announces Overhaul Of AI Division With Superintelligence In Sight: Report
↗
June 30, 2025
Meta CEO Mark Zuckerberg establishes a new AI division, Meta Superintelligence Labs, led by Alexandr Wang, as part of a major initiative to develop advanced AI systems.
Via
Stocktwits
Topics
Artificial Intelligence
Robinhood Launches Tokens For EU Users To Trade US Stocks
↗
June 30, 2025
Robinhood is expanding into Europe with tokenized stocks, crypto futures, and staking, aiming to merge traditional and digital assets through a mobile-first, blockchain-powered investment platform.
Via
Stocktwits
Topics
Derivatives
ETFs
Lawsuit
Tesla Q2 Deliveries Expected To Fall Below Consensus, JPMorgan Underscores A ‘Sizable’ Shortfall
↗
June 30, 2025
JPMorgan sees deliveries falling from 444,000 a year ago to "just" 360,000 vehicles, representing a "sizable" 8% shortfall versus the Bloomberg consensus forecast for 392,000 deliveries, as per...
Via
Stocktwits
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Electric Vehicles
Government
Amgen’s Cancer Drug Improves Survival In Late-stage Trial
↗
June 30, 2025
Bemarituzumab plus chemotherapy demonstrated a statistically significant and clinically meaningful improvement in overall survival as compared to placebo plus chemotherapy in the trial.
Via
Stocktwits
Topics
Death
Google Shores Up Energy Portfolio With New 200MW Deal, Its First Direct Procurement Of Fusion-Generated Power
↗
June 30, 2025
Google deepens its investment in Commonwealth Fusion Systems with a 200MW power agreement, marking a major step toward commercial fusion energy via CFS’s ARC plant in Virginia.
Via
Stocktwits
Topics
Artificial Intelligence
Energy
INmune Bio Stock Slumps After Alzheimer’s Drug Falls Short In Mid-Stage Trial
↗
June 30, 2025
The primary endpoint of the study was not met in the intent-to-treat population, the company said.
Via
Stocktwits
Palantir, Accenture Federal Join Forces To Modernize AI Capabilities Across US Agencies: PLTR Stock Surges Pre-Market
↗
June 30, 2025
Palantir and Accenture Federal are joining hands to modernize federal AI, focusing on data transfer, autonomous logistics, and financial analytics.
Via
Stocktwits
Topics
Artificial Intelligence
Economy
Government
Trump Says Wealthy Investor Group Lined Up For TikTok US Sale: ‘I'll Need Probably China's Approval’
↗
June 30, 2025
A deal that was in the works in Spring could not fructify after China declined to approve the offer following Trump’s sweeping “Liberation Day” tariff announcements.
Via
Stocktwits
Topics
Government
World Trade
As Nvidia Nears $4 Trillion Valuation, Insiders Led By CEO Jensen Huang Liquidated $1B Worth Of Stock Over Past Year: Analyst Lauds ‘Smart’ Move
↗
June 30, 2025
The stock climbed to a record high of $158.71 on Friday before trimming some of the gains and closing at a record of $157.75.
Via
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