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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
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Tamar Advisors
Own Your Practice
Letter to Clients
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contact us
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Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
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Sample Portfolio
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TAV Program
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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
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Total Asset Fund (TAF)
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Event Schedule
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MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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Caterpillar
(NY:
CAT
)
715.80
+14.10 (+2.01%)
Streaming Delayed Price
Updated: 2:20 PM EDT, Mar 24, 2026
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Can Caterpillar's Momentum Continue in 2026 and Beyond?
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March 01, 2026
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Big Tech’s Heavy Lifting: S&P 500 Q4 Earnings Surpass 8% Growth Amid AI Capex Anxiety
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Trade War 2.0: The Fallout of 145% Tariffs and the Pivot to Global Protectionism
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S&P 500 and Dow Sink as Surprise Inflation Data Rocks Markets (February 27, 2026)
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Industrial Renaissance: Sector Surges 27% in Q4 2025 as Healthcare and Consumer Discretionary Lag
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As of February 27, 2026, the broad market appears to be in a state of tranquil suspended animation. The S&P 500 has crawled to a modest year-to-date gain of approximately 0.7%, a figure that suggests a...
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S&P 500 Crosses Historic 7,000 Milestone: Technical and Psychological Significance of the Breakout
February 27, 2026
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Energy’s 2026 Surge: AI’s ‘Race to Power’ and Geopolitical Tension Drive 14% Sector Gain
February 27, 2026
As of February 27, 2026, the Energy sector has emerged as the undisputed leader of the S&P 500, posting a remarkable 14% gain in the first two months of the year. This rally represents a significant...
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The Great Rebalancing: Investors Flee Tech Giants for the 'Physical Economy' in Early 2026
February 27, 2026
As of late February 2026, the U.S. stock market is witnessing one of its most profound leadership shifts in a decade. Investors are aggressively rotating out of high-growth technology stocks—the...
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Supreme Court Strikes Down Global Tariff Program; Administration Pivots to Replacement Duties
February 27, 2026
In a landmark decision that has sent shockwaves through global markets and corporate boardrooms alike, the U.S. Supreme Court (SCOTUS) ruled on February 20, 2026, that the administration’s sweeping...
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US Private Employment Gains for Fourth Consecutive Week in Early February: Analysis of ADP NER Pulse Report
February 27, 2026
The U.S. labor market is displaying unexpected grit in the face of restrictive monetary policy, as the latest high-frequency data from the Automatic Data Processing, Inc. (NASDAQ: ADP) NER Pulse report...
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The Great Equalization: Why the 2026 'Rotation Trade' is Leaving Big Tech in the Dust
February 27, 2026
As of late February 2026, a seismic shift in market leadership has fundamentally altered the landscape for Wall Street investors. For the first time in the artificial intelligence era, the "Magnificent...
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The Golden Shield: Global South's Pivot to Bullion as 15% US Tariffs Shake World Markets
February 27, 2026
The global financial order underwent a seismic reconfiguration on February 23, 2026, as the United States formalized a new 15% flat tariff on all imported raw materials and finished goods. This...
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The Great Recalibration: Investors Pivot from Silicon Dreams to Industrial Reality
February 26, 2026
As the bull market of the mid-2020s enters a more mature and discerning phase, a profound shift is unfolding across global trading floors. The speculative fervor that once propelled "AI darlings" to...
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IMF Issues "Buoyant" 2026 U.S. Outlook but Warns of "Fiscal Fragility" and Tariff Headwinds
February 26, 2026
The International Monetary Fund (IMF) released its latest Article IV assessment of the United States economy today, February 26, 2026, painting a picture of a nation that has defied gravity despite a...
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Global Markets Shudder as President Trump Enacts 15% Emergency Tariff, Triggering Transatlantic Trade War
February 26, 2026
NEW YORK — Global financial markets were plunged into a state of high-velocity volatility this week as the Trump administration officially implemented a sweeping 15% emergency global tariff. The move,...
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Caterpillar Shares Rise 3% After Key Trading Signal
↗
February 26, 2026
A key trading signal flashed for Caterpillar shares at a price of $729.81, after which CAT rose 3% to an intraday high.
Via
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Why The Dow Is Beating The NASDAQ And S&P 500 Today
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February 26, 2026
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Pulse of Resilience: February Job Surge Revives 'Soft Landing' Hopes Amid New Year Slump
February 26, 2026
The U.S. labor market has staged a remarkable mid-quarter comeback, according to the latest ADP National Employment Report (NER) Pulse data for February 2026. After a sluggish start to the year that...
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The 'Spring of Stimulus': How the 'One Big Beautiful Bill' Act is Fueling a 2026 Economic Surge
February 26, 2026
As of late February 2026, a massive wave of liquidity is washing over the American economy. Following the landmark passage of the One Big Beautiful Bill Act (OBBBA)—officially Public Law 119-21—in the...
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The Great Rotation of 2026: Small-Caps Emerge from the Shadow of Silicon Valley
February 26, 2026
The financial landscape of early 2026 has been defined by a definitive "Great Rotation," as investors aggressively pivot away from the mega-cap technology giants that dominated the previous decade in...
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S&P 500 Records Historic Fifth Quarter of Double-Digit Earnings Growth as IT and Industrials Lead the Way
February 26, 2026
As of February 26, 2026, the S&P 500 has solidified its position in a new era of corporate prosperity, marking its fifth consecutive quarter of double-digit earnings growth. The index is currently...
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Resilience Amidst the Ruptures: US Jobless Claims Defy Shutdown Shadows with Surprise Drop
February 26, 2026
The U.S. labor market continues to display a startling durability that has left many economists recalibrating their recession models. According to data released by the Department of Labor on February...
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Resilience Amid Transition: ADP Data Shows Four-Week Streak of Private Sector Gains
February 25, 2026
As the United States economy navigates a complex transition period in early 2026, new data from Automatic Data Processing (NASDAQ: ADP) suggests a resilient, albeit uneven, labor market. For the fourth...
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The Five-Digit Milestone: Dow Jones Pierces 50,000 as Market Breadth Fuels Historic Bull Run
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The Great 2026 Stock Market Rotation: Why Investors are Ditching AI for 'Heavy Assets'
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The Great Rotation of 2026: Why 65% Breadth Signals a New Era for the Bull Market
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The narrative defining the U.S. equity markets has undergone a fundamental shift as of February 25, 2026. For nearly two years, investors and analysts alike expressed growing concern over a "top-heavy"...
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