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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
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
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
MARKET RESEARCH
Featured Quarterly Newsletter
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Morgan Stanley
(NY:
MS
)
153.81
-7.08 (-4.40%)
Streaming Delayed Price
Updated: 2:00 PM EDT, Mar 12, 2026
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S&P Futures Plummet as Middle East Conflict Fuels Inflation Fears
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March S&P 500 E-Mini futures (ESH26) are trending down -1.77% this morning as the Middle East conflict has entered its fourth day with no signs of de-escalation, driving oil prices higher and stoking...
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Energy Shock Rattles Markets: MGM and Dollar Tree Tumble as Rising Gas Prices Squeeze Consumers
March 02, 2026
NEW YORK — The financial markets faced a turbulent start to the week on March 2, 2026, as a sharp spike in energy costs sent shockwaves through the consumer discretionary sector. Investors, spooked by...
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Goldman Sachs Breaches Key Technical Floor as Geopolitical Shock Sends Dow Reeling
March 02, 2026
In a dramatic shift for financial markets on March 2, 2026, shares of Goldman Sachs (NYSE:GS) collapsed below a critical technical support level of $868.44, officially completing a bearish "Head and...
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A New Era for the Fed: Warsh Nomination Collides with DOJ Probe into Powell’s Eccles Renovation
March 02, 2026
As of March 2, 2026, the halls of the Federal Reserve are echoing with more than just debates over interest rate targets; they are the center of a high-stakes political and legal drama that has sent...
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The 7,000 Struggle: Why the S&P 500 is Hitting a 'Gamma Wall' at the Edge of History
March 02, 2026
The S&P 500 (NYSE ARCA:SPY) is currently locked in a high-stakes tug-of-war with one of the most significant psychological milestones in financial history. After first touching the 7,000 mark on...
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The Great Reset: A Comprehensive 2026 Analysis of Duolingo (NASDAQ: DUOL)
March 02, 2026
As of March 2, 2026, Duolingo, Inc. (NASDAQ: DUOL) stands at a critical crossroads. Long celebrated as the poster child for "gamified" education, the company recently crossed the prestigious $1 billion...
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Finterra
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AARD Stock Slumps 54% Pre-Market – Here’s Why Analysts Are Not ‘Comfortable’ With The Suspension Of A Key Phase 3 Trial
↗
March 02, 2026
Aardvark Therapeutics shares saw brokerage downgrades after the company paused its Phase 3 trial to treat hyperphagia in patients with Prader-Willi syndrome.
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Institutional Confidence in Golden Matrix Group (GMGI) Strengthens in Q4 2025
March 02, 2026
Las Vegas, Nevada--(Newsfile Corp. - March 2, 2026) - Publicly disclosed data shows a...
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Newsfile
Twilio To Rally More Than 32%? Here Are 10 Top Analyst Forecasts For Monday
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March 02, 2026
Wall Street analysts changed outlook on top names: BTIG cut CRWD PT, Piper Sandler cut BSY PT, RBC Capital cut AARD PT, TD Cowen raised TWLO PT, Morgan Stanley raised FLYW PT, Stifel boosted QSR PT,...
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Venture Global Extends LNG Portfolio With Trafigura Pact, Posts Strong Q4 Earnings
↗
March 02, 2026
Under the deal, Trafigura will purchase roughly 0.5 million tonnes per year of LNG from Venture Global for a five-year period starting in 2026.
Via
Stocktwits
Topics
Artificial Intelligence
Energy
Morgan Stanley Reinstates Nvidia As Top Chip Pick, Sees ‘Surprisingly Good Entry Point’
↗
March 02, 2026
Analyst Joseph Moore reinstated Nvidia as the firm’s top choice in the sector, replacing Micron Technology.
Via
Stocktwits
Topics
Artificial Intelligence
Stock Index Futures Plunge Amid Middle East Conflict
March 02, 2026
March S&P 500 E-Mini futures (ESH26) are down -1.05%, and March Nasdaq 100 E-Mini futures (NQH26) are down -1.44% this morning as sentiment took a hit after the U.S. and Israel exchanged deadly strikes...
Via
Barchart.com
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Palantir Stock Investors Just Got Good News From Wall Street Analysts
↗
March 02, 2026
Wall Street was impressed by Palantir's most recent financial report, so much so that many analysts have dramatically increased their forward earnings estimates.
Via
The Motley Fool
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Sandisk Stock Is Up 1,290% in the Past Year, but This AI Stock Could Soar When Memory Prices Stabilize
↗
March 02, 2026
Everpure, a little-known AI stock, could soar once flash memory prices stabilize.
Via
The Motley Fool
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Socorro Dumps Its Entire Alexandria Real Estate (ARE) Position Worth $5.2 Million
↗
March 01, 2026
This S&P 500 REIT develops and leases Class A office and lab space to life sciences and technology tenants in top U.S. innovation hubs.
Via
The Motley Fool
Topics
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Eric Balchunas Says Morgan Stanley’s New Move Could Unlock ‘Boomer Money’ For Crypto
↗
February 28, 2026
As rules on digital assets become less stringent, big banks are increasingly interested in adding crypto to their core services.
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ETFs
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The Great Pivot: Morgan Stanley Declares the Return of Retail in Bold Sector Shift
February 27, 2026
In a move that has sent ripples across Wall Street, Morgan Stanley (NYSE: MS) has officially upgraded the Consumer Discretionary Goods sector to Overweight, signaling a definitive preference for...
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The Great Rotation: Why Wall Street is Betting Big on Banks and Factories in 2026
February 27, 2026
The era of tech-driven market narrowness appears to have met its match. In a series of sweeping upgrades throughout the first quarter of 2026, Wall Street’s most influential strategists have officially...
Via
MarketMinute
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The 7,800 Frontier: Morgan Stanley Flips the Script with Bullish S&P 500 Forecast
February 27, 2026
In a dramatic departure from his historically cautious stance, Mike Wilson, Chief U.S. Equity Strategist at Morgan Stanley (NYSE: MS), has stunned Wall Street by raising the firm’s 12-month S&P 500...
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MarketMinute
Topics
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Stocks
Why Are US Banks Seeing Heavy Selloffs Today?
↗
February 27, 2026
The declines come after FS KKR Capital Corp, a fund managed by private equity giant KKR, reported a jump in bad loans and decline in net income.
Via
Stocktwits
Topics
Artificial Intelligence
Why Morgan Stanley (MS) Shares Are Getting Obliterated Today
February 27, 2026
Shares of global financial services firm Morgan Stanley (NYSE:MS) fell 6.6% in the afternoon session after the release of a stronger-than-anticipated Producer Price Index (PPI) report showed wholesale...
Via
StockStory
Topics
Economy
Hercules Capital and Sallie Mae Shares Are Falling, What You Need To Know
February 27, 2026
A number of stocks fell in the afternoon session after the release of a stronger-than-anticipated Producer Price Index (PPI) report showed wholesale inflation rose more than expected in January.
Via
StockStory
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What's going on in today's session: S&P500 movers
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February 27, 2026
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Uncover the latest developments among S&P500 stocks in today's session.
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February 27, 2026
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The "Warsh Shock": Kevin Warsh Nominated as Fed Chair, Signaling a Radical Shift to "Sound Money"
February 27, 2026
In a move that has sent shockwaves through global financial centers, President Donald Trump has officially nominated former Federal Reserve Governor Kevin Warsh to succeed Jerome Powell as the next...
Via
MarketMinute
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The Transformation of an Icon: Analyzing Shake Shack’s 2026 Profitability Pivot
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As of February 27, 2026, the fast-casual landscape is witnessing a significant pivot by one of its most recognizable pioneers. Shake Shack (NYSE: SHAK) has recently dominated financial headlines...
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Finterra
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The Latin American Flywheel: A 2026 Deep-Dive Research Feature on MercadoLibre (MELI)
February 27, 2026
As of February 27, 2026, MercadoLibre, Inc. (NASDAQ: MELI) has firmly established itself as the indispensable digital backbone of Latin America. Often colloquially referred to as the "Amazon of the...
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