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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)
TAF sm Program
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Back Dated Performance Reports
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
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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
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EVENTS
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Event Schedule
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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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MARKET RESEARCH
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Lennox International (LII) Deep Dive: Navigating the 2026 Refrigerant Transition and Electrification Era
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As of January 22, 2026, Delta Air Lines (NYSE: DAL) stands at a pivotal juncture in its century-long history. Having just concluded its centennial year in 2025, the Atlanta-based carrier has...
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As of January 22, 2026, the intersection of artificial intelligence and energy infrastructure has reached a fever pitch, with Vistra Corp. (NYSE: VST) standing at the very center of the storm. Once...
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CrowdStrike (CRWD) Deep Dive: Resilience, AI Agents, and the Path to $10B ARR
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As of January 22, 2026, CrowdStrike Holdings, Inc. (NASDAQ: CRWD) stands as a case study in corporate resilience and the undeniable gravity of the cybersecurity market. Less than two years ago, the...
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The Bitcoin Standard: A Deep Dive into MicroStrategy’s (NASDAQ: MSTR) Transformation into a Digital Asset Titan
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As of January 22, 2026, MicroStrategy Incorporated (NASDAQ: MSTR)—which recently rebranded its corporate identity to Strategy Inc.—stands as one of the most polarizing and fascinating case studies in...
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Today is January 22, 2026. As the global technology landscape recalibrates around the "AI First" paradigm, few companies have undergone a more profound transformation than Teradyne, Inc. (Nasdaq: TER)....
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First Solar (FSLR): The Titan of Thin-Film and the Future of American Energy
January 22, 2026
As of January 22, 2026, First Solar, Inc. (NASDAQ: FSLR) stands as the undisputed titan of the American renewable energy sector. While the broader solar industry has often been characterized by extreme...
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The Architect of Electrification: A Deep-Dive into Quanta Services (PWR) in 2026
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As of January 22, 2026, The Boeing Company (NYSE: BA) stands at a pivotal crossroads in its 110-year history. After nearly a decade defined by tragedy, technical failures, and financial instability,...
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Jensen Huang Says His Parents Have The 'Most Expensive Car' In The World, But He Regrets Buying It For Them — Mom, Dad Aren't Thrilled Either
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January 21, 2026
Nvidia CEO Jensen Huang joked that selling IPO shares to buy his parents a Mercedes is his "only regret," as BlackRock CEO Larry Fink highlighted Nvidia's extraordinary long-term returns and the...
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The Great Realignment: Tech Giants Retreat as Geopolitical Frictions Redraw Market Maps
January 21, 2026
As of January 21, 2026, the era of unbridled growth for Silicon Valley’s elite is facing its most significant challenge yet. A perfect storm of "technical corrections" and aggressive geopolitical...
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Schwab’s Strategic Pivot: How the Brokerage Giant Conquered 'Cash Sorting' to Enter 2026 on the Offensive
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As The Charles Schwab Corporation (NYSE: SCHW) prepares to release its final Q4 2025 earnings results tomorrow, January 21, 2026, the financial community is already celebrating what appears to be the...
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Federal Reserve Under Siege: DOJ Investigation of Jerome Powell Ignites Constitutional Crisis and Market Turmoil
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The long-standing wall between the White House and the Federal Reserve has been breached as of January 20, 2026, following an unprecedented criminal investigation launched by the Department of Justice...
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The $14 Trillion Titan: BlackRock Shatters Records as iShares Dominance and Private Market Pivots Reshape Global Finance
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In a historic display of financial gravity, BlackRock (NYSE: BLK) has officially crossed the $14 trillion mark in assets under management (AUM), solidifying its position as the undisputed heavyweight...
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Trump’s Fed Chair Pick Could Come Next Week, Bessent Reportedly Says – And Prediction Markets Have A Front-Runner
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The Treasury Secretary stated that President Trump has personally met with all potential Fed Chair candidates.
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Billionaires Sell Amazon Stock and Buy a BlackRock ETF That Could Soar Up to 13,500%, According to Wall Street Experts
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Silver Outperforms Bitcoin Amid Trade Tensions – Fueling Fresh Market Divide
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January 20, 2026
As trade tensions rise, silver prices reach all-time highs. At the same time, analysts disagree on Bitcoin's future as sentiment weakens and economic uncertainty grows.
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Netflix Dominance Solidified: Shares Surge 10% as Q4 Earnings Crush Estimates and Revenue Outlook Climbs
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Netflix Inc. (Nasdaq: NFLX) shares skyrocketed nearly 10% in early trading today, Jan. 19, 2026, following a blockbuster fourth-quarter earnings report that silenced skeptics and reaffirmed the...
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BlackRock Shatters Records: Assets Under Management Hit Historic $14 Trillion Amid Surge in Inflows
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The Ghost in the Machine: How Agentic AI is Redefining Insider Trading in 2026
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As of January 2026, the financial world has moved beyond the era of AI "assistants" into the high-stakes reality of autonomous agentic trading. While these advanced models have brought unprecedented...
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This Under-the-Radar Fintech Stock Is About to Break Out in 2026, and You've Never Heard of It
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