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home
about us
Investment Approach
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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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Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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MVS Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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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
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
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BlackRock
(NY:
BLK
)
978.44
-4.16 (-0.42%)
Streaming Delayed Price
Updated: 11:20 AM EDT, Jun 25, 2026
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All News about BlackRock
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Strategy Tops BlackRock's IBIT With 815,000 BTC As MSTR Breakout Targets $207
↗
April 21, 2026
Strategy beats IBIT to become the world's largest Bitcoin holder at 815,061 BTC, overtaking the ETF for the first time since 2024.
Via
Benzinga
Topics
ETFs
UPS, Netflix, BlackRock And A Health Care Stock On CNBC's 'Final Trades'
↗
April 20, 2026
Stephen Weiss recommends Netflix as final trade, while Jason Snipe likes BlackRock. Amy Raskin suggests Illumina and Jenny Harrington chooses UPS.
Via
Benzinga
What's the Best Bitcoin ETF to Buy in 2026?
↗
April 20, 2026
With this new ETF, buying Bitcoin has never been easier or cheaper.
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
Why Are Affirm (AFRM) Shares Soaring Today
April 17, 2026
What Happened? Shares of buy now, pay later company Affirm (NASDAQ:AFRM) jumped 6.8% in the afternoon session after the ceasefire in the Middle East fueled a...
Via
StockStory
TPG and Invesco Shares Are Soaring, What You Need To Know
April 17, 2026
What Happened? A number of stocks jumped in the afternoon session after the ceasefire in the Middle East fueled a surge in global equity prices and asset val...
Via
StockStory
What to Know About This $2.9 Million Defense ETF Buy in a 1.5% Allocation Bet
↗
April 17, 2026
This actively managed ETF targets companies across the defense and industrials sectors, aiming to offer specialized market exposure.
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
Triad Wealth Partners Builds Stake in iShares International Country Rotation Active ETF, According to Recent SEC Filing
↗
April 16, 2026
The iShares International Country Rotation Active ETF (CORO) rotates capital between countries rather than tracking a fixed global index. That can push returns to diverge from broad international...
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
Crypto News: Pepeto Presale Update Update While Bitcoin Price Prediction Reaches $21 Million
April 16, 2026
Crypto news from the Pepeto presale is picking up faster than anything this cycle has produced. Whale wallets keep entering
Via
First Publisher
Topics
ETFs
TPG Built a Record Year, Then Lost 40%—Is the Selloff Overdone?
↗
April 16, 2026
Via
MarketBeat
Financial Titans Signal Economic Resilience as BlackRock and Wells Fargo Kick Off 2026 Earnings Season with Major Beats
April 15, 2026
The first-quarter earnings season of 2026 has opened with a decisive signal of strength from the financial sector, as two of the world’s largest banking and investment institutions reported results...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
If You Invested $100 In BlackRock Stock 20 Years Ago, You Would Have This Much Today
↗
April 15, 2026
Via
Benzinga
Affirm, SoFi, StepStone Group, Ares, and Morningstar Stocks Trade Up, What You Need To Know
April 15, 2026
What Happened? A number of stocks jumped in the afternoon session after major banks and asset managers reported first-quarter earnings that surpassed Wall St...
Via
StockStory
Topics
Government
Payoneer, Interactive Brokers, Ridgepost Capital, PayPal, and EVERTEC Shares Are Soaring, What You Need To Know
April 15, 2026
What Happened? A number of stocks jumped in the afternoon session after major banks and asset managers reported first-quarter earnings that surpassed Wall St...
Via
StockStory
TPG, Hamilton Lane, FactSet, and LendingClub Shares Are Soaring, What You Need To Know
April 15, 2026
What Happened? A number of stocks jumped in the afternoon session after major banks and asset managers reported first-quarter earnings that surpassed Wall St...
Via
StockStory
Topics
Government
Stocks
Why Blackstone (BX) Stock Is Trading Up Today
April 15, 2026
What Happened? Shares of alternative investment manager Blackstone (NYSE:BX) jumped 3.3% in the afternoon session after major banks and asset managers report...
Via
StockStory
Paymentus and Fiserv Shares Skyrocket, What You Need To Know
April 15, 2026
What Happened? A number of stocks jumped in the afternoon session after major banks and asset managers reported first-quarter earnings that surpassed Wall St...
Via
StockStory
Topics
Initial Public Offering
Nvidia, AMD Could Ride 80% Earnings Explosion BlackRock Just Flagged
↗
April 15, 2026
BlackRock expects an 80% jump in semiconductor earnings in 2026. But the Strait of Hormuz shutdown doesn't bode well for this forecast.
Via
Benzinga
Inflation and Private Credit Are Flashing Warning Signs at the Same Time. Here Is What That Combination Could Mean for Your Portfolio.
↗
April 15, 2026
This could be a one-two punch for investors.
Via
The Motley Fool
Topics
Bonds
Economy
BlackRock Defies Market Turmoil with Record-Shattering Q1 2026 Results
April 15, 2026
BlackRock, Inc. (NYSE:BLK) has once again cemented its position as the undisputed titan of global finance, reporting a record-shattering first quarter of 2026 that handily outpaced Wall Street...
Via
MarketMinute
Topics
Bonds
ETFs
Economy
These Analysts Increase Their Forecasts On BlackRock Following Better-Than-Expected Q1 Results
↗
April 15, 2026
BlackRock (BLK) reported strong Q1 results with revenue of $6.70B, up 27% YoY, and adjusted EPS of $12.53. Analysts raised price targets, stock fell 0.4%.
Via
Benzinga
BlackRock iShares Sees Record $132 Billion Inflows As Bond ETFs, Active Strategies Surge In Q1
↗
April 15, 2026
BlackRock's iShares drew a record $132B in Q1 inflows, fueled by surging demand for bond ETFs and rapidly growing active strategies.
Via
Benzinga
Topics
Bonds
ETFs
EchoStar and ManpowerGroup Shares Are Soaring, What You Need To Know
April 15, 2026
What Happened? A number of stocks jumped in the afternoon session after major financial and service firms like BlackRock and Citigroup reported impressive ea...
Via
StockStory
Cogent and Concentrix Shares Skyrocket, What You Need To Know
April 15, 2026
What Happened? A number of stocks jumped in the afternoon session after major financial and service firms like BlackRock and Citigroup reported impressive ea...
Via
StockStory
Topics
Economy
Stocks
Kyndryl, CBIZ, and MediaAlpha Shares Skyrocket, What You Need To Know
April 15, 2026
What Happened? A number of stocks jumped in the afternoon session after major financial and service firms like BlackRock and Citigroup reported impressive ea...
Via
StockStory
Alight and DXC Shares Are Soaring, What You Need To Know
April 15, 2026
What Happened? A number of stocks jumped in the afternoon session after major financial and service firms like BlackRock and Citigroup reported impressive ea...
Via
StockStory
Topics
Economy
Stocks
Lumen and Verisk Stocks Trade Up, What You Need To Know
April 15, 2026
What Happened? A number of stocks jumped in the afternoon session after major financial and service firms like BlackRock and Citigroup reported impressive ea...
Via
StockStory
Topics
Economy
Stocks
Robert Half and Magnite Stocks Trade Up, What You Need To Know
April 15, 2026
What Happened? A number of stocks jumped in the afternoon session after major financial and service firms like BlackRock and Citigroup reported impressive ea...
Via
StockStory
Topics
Government
Iridium and Getty Images Stocks Trade Up, What You Need To Know
April 15, 2026
What Happened? A number of stocks jumped in the afternoon session after major financial and service firms like BlackRock and Citigroup reported impressive ea...
Via
StockStory
Topics
Artificial Intelligence
BlackRock's RWA Push Sparks 'Land Grab' Fears As Wall Street Moves To Dominate Tokenized Assets
↗
April 15, 2026
Based on BlackRock Chairman Larry Fink's annual letter to shareholders, Real World Assets (RWA) are being built into the pipeline of Wall Street product offerings. Do the originators of the concept...
Via
Benzinga
Energy Easing: WTI Slumps to $91 on Iran Peace Prospects, Igniting Market Rally
April 15, 2026
Energy markets experienced a seismic shift on Tuesday, April 14, 2026, as West Texas Intermediate (WTI) crude oil plummeted nearly 8% to settle at $91.20 per barrel. This sharp decline followed growing...
Via
MarketMinute
Topics
ETFs
Economy
Government
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