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home
about us
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Team Biographies
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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Quarterly Performance Reports
Market Value Securities (MVS)
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Back Dated Performance Reports
Quarterly Performance Reports
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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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 EST, Jan 2, 2026
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Valuation vs. Innovation: Raymond James Resumes Apple Coverage with a Cautious Stance for 2026
January 02, 2026
As the financial markets opened for the first trading days of 2026, the world’s most valuable company found itself under a familiar analytical microscope with a new, sober perspective. Raymond James...
Via
MarketMinute
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Economy
Lawsuit
Microsoft Unusual Options Activity For January 02
↗
January 02, 2026
Via
Benzinga
The Nervous System of AI: Why Ciena Corp (CIEN) is the 2026 Stock to Watch
January 02, 2026
As of January 2, 2026, the global technology landscape is being fundamentally reshaped by the "AI-First" infrastructure boom. While NVIDIA and semiconductor giants have dominated the spotlight, the...
Via
PredictStreet
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Artificial Intelligence
Economy
Yields on the Rise: The 2026 Bond Sell-Off and the New American Economic Reality
January 02, 2026
As the first trading week of 2026 unfolds, the U.S. financial landscape is being reshaped by a significant retreat in Treasury bond prices. This downward pressure on bonds, which has pushed the...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
The 2026 Comeback: A Deep-Dive Research Report on The Trade Desk (TTD)
January 02, 2026
Today’s Date: January 2, 2026 Company: The Trade Desk (NASDAQ: TTD) Introduction As the sun rises on 2026, the financial community is focused on one of the most polarizing "comeback" stories in the...
Via
PredictStreet
Topics
Artificial Intelligence
Government
Initial Public Offering
Microsoft (MSFT) Deep-Dive 2026: Moving from AI Hype to Utility
January 02, 2026
Date: January 2, 2026 Introduction As we enter 2026, the tech industry has reached a pivotal inflection point. The speculative fervor that defined the early "Generative AI" era has given way to a more...
Via
PredictStreet
Topics
Artificial Intelligence
Economy
Apple Deep Dive 2026: The Vision Pro Pivot and the $4 Trillion Question
January 02, 2026
As we enter 2026, Apple Inc. (NASDAQ: AAPL) finds itself at a historic crossroads. The Cupertino giant remains the most profitable enterprise on the planet, recently crossing the $4 trillion market...
Via
PredictStreet
Topics
Artificial Intelligence
Lawsuit
Here's How Much You Would Have Made Owning Microsoft Stock In The Last 5 Years
↗
January 02, 2026
Via
Benzinga
The Silicon Renaissance: Intel Arizona Hits High-Volume Production in CHIPS Act Victory
January 02, 2026
In a landmark moment for the American semiconductor industry, Intel Corporation (NASDAQ:INTC) has officially commenced high-volume manufacturing (HVM) of its cutting-edge 18A (1.8nm-class) process...
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
The Chiplet Revolution: How Heterogeneous Integration is Scaling AI Beyond Monolithic Limits
January 02, 2026
As of early 2026, the semiconductor industry has reached a definitive turning point. The traditional method of carving massive, single-piece "monolithic" processors from silicon wafers has hit a...
Via
TokenRing AI
Topics
Artificial Intelligence
The Speed of Light: Silicon Photonics and the End of the Copper Era in AI Data Centers
January 02, 2026
As the calendar turns to 2026, the artificial intelligence industry has arrived at a pivotal architectural crossroads. For decades, the movement of data within computers has relied on the flow of...
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Supply Chain
High-NA EUV: Intel and ASML Push the Limits of Physics with Sub-2nm Lithography
January 02, 2026
Intel has officially claimed a decisive first-mover advantage in the burgeoning "Angstrom Era" by announcing the successful completion of acceptance testing for ASML’s Twinscan EXE:5200B High-NA EUV...
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Backside Power Delivery: The Secret Weapon for Sub-2nm Chip Efficiency
January 02, 2026
As the artificial intelligence revolution enters its most demanding phase in 2026, the semiconductor industry has reached a pivotal turning point. The traditional methods of powering microchips—which...
Via
TokenRing AI
Topics
Artificial Intelligence
Beyond FinFET: How the Nanosheet Revolution is Redefining Transistor Efficiency
January 02, 2026
The semiconductor industry has reached its most significant architectural milestone in over a decade. As of January 2, 2026, the transition from the long-standing FinFET (Fin Field-Effect Transistor)...
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
The Rise of the AI PC: Intel and AMD Battle for Desktop AI Supremacy at CES 2026
January 02, 2026
The "AI PC" era has transitioned from a marketing buzzword into a high-stakes silicon arms race at CES 2026. As the technology world converges in Las Vegas, the two titans of the x86 world, Intel...
Via
TokenRing AI
Topics
Artificial Intelligence
NVIDIA’s Rubin Platform: The Next Frontier in AI Supercomputing Begins Production
January 02, 2026
The artificial intelligence landscape has reached a pivotal milestone as NVIDIA (NASDAQ: NVDA) officially transitions its next-generation "Rubin" platform into the production phase. Named in honor of...
Via
TokenRing AI
Topics
Artificial Intelligence
Billionaire Peter Thiel Sold Nvidia and Tesla to Buy This Other AI Stock
↗
January 02, 2026
Thiel made some significant moves during the third quarter.
Via
The Motley Fool
Topics
Artificial Intelligence
Why This Analyst Prefers Microsoft Over Google In The AI Race— 'You Don't Have The Downside Risk Of...'
↗
January 02, 2026
In a recent interview with Schwab Network, analysts discussed the potential impact of Microsoft Corporation (NASDAQ: MSFT) Azure on Alphabet Inc's (NASDAQ: GOOGL) Google AI business and why they think...
Via
Benzinga
Topics
Artificial Intelligence
Prediction: This Unstoppable BlackRock ETF Will Beat the S&P 500 Again in 2026
↗
January 02, 2026
This ETF is drawing its strong returns from tech powerhouses like Nvidia, Broadcom, and Palantir.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Stocks
2 Predictions for Berkshire Hathaway in 2026
↗
January 02, 2026
2026 will be a year of changes for Berkshire Hathaway.
Via
The Motley Fool
MSTR Options Exposure Dwarfs Tesla, Nvidia, Meta – Michael Saylor Says Bitcoin Makes The Stock ‘Interesting’
↗
January 02, 2026
According to a post by Saylor on X, Strategy’s options open interest has climbed to roughly 86% of its market capitalization.
Via
Stocktwits
Topics
Derivatives
The Real Money in AI Might Be in Power Cooling and Connectivity
↗
January 02, 2026
These pick-and-shovel AI plays are growing faster than some realize.
Via
The Motley Fool
Topics
Artificial Intelligence
Worried About an AI Bubble? Buy This Tech Stock in 2026.
↗
January 01, 2026
If you're skeptical about AI but still believe in the "Magnificent Seven," Apple could be a good stock to buy.
Via
The Motley Fool
Topics
Artificial Intelligence
Investing in This 1 Unstoppable Vanguard ETF in 2026 Could Double Your Money
↗
January 01, 2026
Investing in ETFs can build long-term wealth with little effort on your part.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
VTI vs. SPTM: How These Popular Total Stock Market ETFs Compare on Risk, Returns, and Cost
↗
January 01, 2026
Explore how differences in portfolio breadth and sector tilt could influence your choice between these two low-cost U.S. equity ETFs.
Via
The Motley Fool
Topics
ETFs
VOO vs. SPY: Which Popular S&P 500 ETF Wins Out for Investors?
↗
January 01, 2026
With identical S&P 500 exposure, VOO and SPY differ in subtle ways that could matter for long-term investors.
Via
The Motley Fool
Topics
ETFs
Stocks
Where Will IonQ Stock Be in 1 Year?
↗
January 01, 2026
This quantum computing stock was flying high for most of the year, but it has experienced a significant downturn in the last quarter.
Via
The Motley Fool
Could This Cloud Stock Hit New Highs by the End of 2026?
↗
January 01, 2026
Wall Street analysts believe this company's revenue will more than double over the next year.
Via
The Motley Fool
Topics
Artificial Intelligence
Initial Public Offering
Novavax (NASDAQ:NVAX) Surprises With Q3 CY2025 Sales
January 01, 2026
Vaccine biotechnology company Novavax (NASDAQ:NVAX) beat Wall Street’s revenue expectations in Q3 CY2025, but sales fell by 16.6% year on year to $70.45 million. The company expects the full year’s...
Via
StockStory
Topics
Artificial Intelligence
The Great Rebound: US M&A Poised for Record-Breaking 2026 as Interest Rates Stabilize
January 01, 2026
As the calendar turns to January 1, 2026, the United States financial markets are witnessing a dramatic transformation in the landscape of corporate dealmaking. After a multi-year "deal desert"...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
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