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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
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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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Sample Portfolio
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Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Event Schedule
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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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RSVP-Signup Form
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Microsoft
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Updated: 4:00 PM EDT, Jul 21, 2026
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All News about Microsoft
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Kitecyber Launches Endpoint AI Workflow Security to Govern Agent Actions
July 17, 2026
Via
AB Newswire
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Better Growth ETF: Vanguard's VOOG Targeting the S&P 500 vs. State Street's Small Cap-Focused SLYG
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July 16, 2026
Large-cap tech dominance delivers higher five-year returns, but smaller companies offer more balanced sector exposure and lower volatility.
Via
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The "Magnificent Seven" Are at Their Lowest Relative Valuations in a Decade. My 3 Favorite Mag 7 Stocks to Buy.
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July 16, 2026
Amazon, Alphabet, and Meta are my three favorite "Magnificent Seven" stocks to buy right now.
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July 16, 2026
Investors who like buying dips may want to start with these three AI stocks.
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How Virtual Data Rooms Compare to OneDrive for Secure Business File Sharing
July 16, 2026
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July 16, 2026
A contract with a key customer could be in jeopardy.
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Elon Musk Just Agreed With Google — And Microsoft's CEO Did Too
↗
July 16, 2026
Google DeepMind CEO Demis Hassabis' proposal for AI standards won praise from Elon Musk and Microsoft CEO Satya Nadella.
Via
Benzinga
Topics
Artificial Intelligence
Microsoft Earnings Preview: Copilot, AI Spending and Margins Are in Focus
↗
July 16, 2026
Wall Street updates Microsoft ($MSFT) price forecasts ahead of July 29 earnings. See what top analysts expect for Azure & AI growth.
Via
Benzinga
Topics
Artificial Intelligence
Why Microsoft Is Playing a Different AI Game Than Big Tech—and Cash Flow Is the Test
↗
July 16, 2026
Ahead of Microsoft's July 29 Q4 2026 earnings, investors are watching free cash flow and CapEx trends to gauge whether its Azure, Copilot and Frontier Co. AI strategy is paying off.
Via
MarketBeat
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Artificial Intelligence
The S&P 500 Is Doing Something Not Seen in 60 Years. History Says Investors Should Make This 1 Move Right Now.
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July 16, 2026
Tech stocks have been lucrative, but they're creating a rare risk for the market.
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Stocks
MSFT Shareholder Alert: Investors With Losses May Seek to Lead the Class Action in Microsoft Corporation Securities Lawsuit - Contact Levi & Korsinsky
July 16, 2026
From
Levi & Korsinsky , LLP
Via
Business Wire
Looking to Add More Tech to Your Portfolio? SOXX May Be a Better Fit than FTEC.
↗
July 16, 2026
iShares SOXX delivered 136.90% returns but swings harder (1.77 beta), while Fidelity FTEC costs less at 0.08% and holds 288 stocks for stability.
Via
The Motley Fool
Topics
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3 "Magnificent Seven" Stocks Worth Buying Right Now
↗
July 16, 2026
They've not been all that magnificent of late, but the sellers behind a few of their recent setbacks seem to have overshot their target.
Via
The Motley Fool
Topics
Artificial Intelligence
Workforce
Microsoft Wants Sales Team to Push Its Own AI Models Instead of Rivals OpenAI, Google and Anthropic: Report
↗
July 16, 2026
Microsoft reportedly instructed its sales team to prioritize its in-house AI models over offerings from OpenAI, Alphabet and Anthropic.
Via
Benzinga
Topics
Artificial Intelligence
MSFT Fraud Notice: Microsoft Investors are Reminded to Contact BFA Law about the Filed Securities Fraud Class Action Lawsuit to Recover Investment Losses
July 16, 2026
From
Bleichmar Fonti & Auld LLP
Via
Business Wire
Analyzing Microsoft In Comparison To Competitors In Software Industry
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July 16, 2026
In today's rapidly changing and highly competitive business world, it is imperative for investors and industry observers to carefully assess companies before making investment choices. In this article,...
Via
Benzinga
Investors Are Growing Wary of AI-Related Debt
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July 16, 2026
Demand for hyperscaler company bonds has waned this year.
Via
The Motley Fool
Topics
Artificial Intelligence
Bonds
Initial Public Offering
Complete Guide to MS Office and MS Windows for Home, Business & Students
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July 16, 2026
Technology has become an essential part of our daily lives, whether we're studying, working from home, running a business, or managing personal tasks. To g
Via
Talk Markets
SpaceX vs the "Magnificent Seven": Which Is the Better Buy?
↗
July 16, 2026
All of these tech players have delivered significant gains.
Via
The Motley Fool
Topics
Artificial Intelligence
Prediction: Microsoft Stock Is Going to Soar After July 29
↗
July 16, 2026
Microsoft stock looks like a bargain heading into its upcoming quarterly earnings report.
Via
The Motley Fool
Topics
Artificial Intelligence
Couponly Introduces Couponly AI Browser Extension for Automatic Promo Code Application at Checkout
July 16, 2026
London, United Kingdom--(Newsfile Corp. - July 16, 2026) - Couponly launches Couponly AI, a browser extension making online shopping easier...
Via
Newsfile
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Artificial Intelligence
Mira Murati Unveils Open-Weight AI Model as Alex Karp, Satya Nadella Warn Companies Are Giving Away Their IP
↗
July 16, 2026
Mira Murati's new Inkling AI solves the enterprise IP crisis warned by Microsoft's Satya Nadella and Palantir's Alex Karp.
Via
Benzinga
Topics
Artificial Intelligence
Is the AI Infrastructure Build-Out a Bubble? Here's What the Data Actually Shows.
↗
July 16, 2026
The data is mixed as to whether there is an AI bubble.
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
$350 Billion Debt! Time to Sell Microsoft Stock, Meta Stock, GOOG Stock, AMZN Stock, and ORCL Stock?
↗
July 16, 2026
Capital spending is increasing so rapidly that these large companies are borrowing hundreds of billions of dollars.
Via
The Motley Fool
Topics
Artificial Intelligence
Warren Buffett Just Cut the Bill Gates Foundation From His Annual Donation for the First Time Since 2006. The Missing $4.5 Billion Goes to His Children's Charities.
↗
July 15, 2026
Buffett shifted his plan, but he's still on track to provide the world with billions in giving for decades to come.
Via
The Motley Fool
Why Would Nvidia Invest $2 Billion in a Company Helping Build an Alternative to NVLink?
↗
July 15, 2026
Why would Nvidia invest $2 billion in a company that helps customers build alternatives to its own technology? Marvell's unusual position across custom AI chips, NVLink, UALink, copper, and optical...
Via
The Motley Fool
Topics
Artificial Intelligence
Keith Dagostino Announces New Scholarship Recognizing Undergraduate Cancer Survivors and Future Community Leaders
July 15, 2026
Via
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Keith Myers Scholarship to Combat Bigotry and Hate Opens Applications for Undergraduate Students
July 15, 2026
Via
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