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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
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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
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Back Dated Performance Reports
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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
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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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Event Schedule
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Market Value Securities (MVS sm) Presentation
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Investing During Uncertain Times
Read FULL Seminar Here
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Soybean Diplomacy: Trump and Xi Pivot to Trade Realism as Iran Conflict Upends Energy Markets
April 09, 2026
As the world watches the escalating conflict in the Middle East, a high-stakes diplomatic ballet is unfolding between Washington and Beijing. With the current date of April 9, 2026, marking six weeks...
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Trump Sets Iran Deadline: Market Braces for 8 PM ET Ultimatum
April 07, 2026
Global financial markets are on a knife-edge this Tuesday, April 7, 2026, as the world counts down to an 8:00 PM ET deadline set by President Donald Trump for Iran to end its blockade of the Strait of...
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US Durable Goods Orders Unexpectedly Decline in February
April 07, 2026
The U.S. manufacturing sector faced a significant setback this week as the Department of Commerce reported an unexpected 1.4% decline in durable goods orders for February 2026. This contraction caught...
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Trump’s Iran Deadline Spooks Markets: Dow Drops 300 Points
April 07, 2026
WASHINGTON, D.C. — Fear gripped Wall Street on Tuesday as President Donald Trump’s 8 p.m. ET deadline for Iran to reopen the Strait of Hormuz loomed over the global economy. The Dow Jones Industrial...
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Raytheon Is a Top Defense Stock to Buy Amid the Iran War, But It Will Also Benefit From a Ceasefire. Here’s How.
April 07, 2026
The Pentagon is going through Tomahawk cruise missiles at an unprecedented pace.
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Barchart.com
Boeing Lands $101 Million Air Force Contract for KC-46 Support as Defense Segment Navigates Critical Recovery Phase
April 07, 2026
In a move that underscores the U.S. military’s continued reliance on its primary aerial refueling platform, the U.S. Air Force has awarded Boeing (NYSE: BA) a $101.3 million contract for the...
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The Magnificent Seven’s Fall from Grace: How Oil Spikes and AI CapEx Fears Toppled Tech Giants
April 07, 2026
The narrative of the American stock market took a dramatic turn in early 2026 as the "Magnificent Seven" technology leaders—once the untouchable engines of global growth—descended into a collective...
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War, Oil, and Resilience: Why March Inflation Data Could Freeze the Fed in 2026
April 07, 2026
As of April 7, 2026, the financial markets are bracing for a pivotal week that could redefine the economic landscape for the remainder of the year. Investors and policymakers are fixated on the...
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Market Edges Higher Amid Shadow of Geopolitical Conflict: S&P 500 Climbs to 6,611 Ahead of Iran Deadline
April 06, 2026
The U.S. stock market staged a modest advance on Monday, as investors grappled with a high-stakes geopolitical standoff in the Middle East. The S&P 500 rose 0.4% to finish at 6,611.83, a cautious gain...
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MarketMinute
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The $1.5 Trillion Juggernaut: Defense Stocks Surge as White House Unveils Record Budget Amid Global Conflict
April 06, 2026
The global financial landscape is undergoing a seismic shift this April 2026, as a "perfect storm" of kinetic warfare and unprecedented federal spending sends defense stocks into a parabolic rally....
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Markets Rebound as Ceasefire Reports Propel S&P 500 Futures Past Critical 6,600 Level
April 06, 2026
Financial markets experienced a seismic shift in sentiment on Monday as reports of a potential 50-day ceasefire between the United States and Iran triggered a massive relief rally across global...
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Wall Street Surges on Hopes of Iran Ceasefire; Trump Signals Exit as "Islamabad Accord" Gains Ground
April 06, 2026
Global financial markets witnessed a powerful relief rally on Monday, April 6, 2026, as investors pinned their hopes on a breakthrough diplomatic resolution to the intensifying conflict with Iran....
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Better Defense Stock: Lockheed Martin vs. RTX
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With global tensions rising, rising defense spending should provide a strong tailwind for these two companies.
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The Motley Fool
Trump's April 6 Geopolitical Deadline: Markets on Edge as Strait of Hormuz Standoff Reaches Fever Pitch
April 03, 2026
As the sun sets on April 3, 2026, the global economy finds itself in a state of suspended animation. We are exactly 72 hours away from the 8:00 P.M. ET deadline set by President Donald Trump for the...
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Strait of Hormuz Blockade Triggers Wall Street Whiplash as Conflict Intensifies
April 03, 2026
The global financial landscape is currently grappling with a period of historic volatility as the conflict between the United States and Iran enters a perilous new phase. Following the downing of a...
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Markets Breath a Sigh of Relief: Diplomatic Breakthrough in Strait of Hormuz Ignites Massive S&P 500 Rally
April 03, 2026
In a dramatic reversal of the bearish sentiment that dominated the first quarter of the year, the S&P 500 index surged 2.91% to close at 6,528.52 on April 3, 2026. This rally effectively erased the...
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The Great Friday Silence: Markets Shutter as Middle East Conflict Flares and Labor Data Cools
April 03, 2026
As the bells remained silent on the floors of the New York Stock Exchange and the NASDAQ today, April 3, 2026, the global financial community found itself in a state of forced reflection. While the...
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U.S. Defense Stocks Rally as Operation Epic Fury Intensifies in Iran; March Labor Data Shows Surge in Industry Hiring
April 03, 2026
WASHINGTON D.C. — As of April 3, 2026, the geopolitical landscape has shifted into a high-intensity phase following the escalation of U.S. military operations against Iran, known as "Operation Epic...
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Diplomatic Breakthrough in the Strait of Hormuz: Iran-Oman Shipping Protocol Ignites Major Market Relief Rally
April 03, 2026
MUSCAT / TEHRAN – In a move that has sent ripples of relief through global financial capitals, the governments of Iran and Oman have officially signed a comprehensive maritime monitoring protocol for...
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"Stone Age" Rhetoric and 600-Point Dow Plunge: Trump’s Iran War Warnings Send Shockwaves Through Global Markets
April 03, 2026
In a dramatic escalation of rhetoric that has rattled global financial centers, President Donald Trump warned on Wednesday, April 1, 2026, that the month-long conflict with Iran could persist for...
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MarketMinute
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The GE Renaissance: A Deep Dive into the Aerospace Powerhouse (2026 Research Report)
April 03, 2026
As of today, April 3, 2026, GE Aerospace (NYSE: GE) stands as a testament to one of the most successful corporate transformations in industrial history. No longer the sprawling, debt-laden conglomerate...
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Finterra
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These 2 Dividend Stocks Are Worth More of Your Money -- Starting Now
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April 03, 2026
The recent tech sell-off underscores why it's always wise to spread your money across different sectors of the stock market.
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The Motley Fool
Market Volatility Surges as President Trump Escalates Iran Rhetoric
April 02, 2026
Global financial markets were thrown into a state of heightened volatility late yesterday following a televised address by President Donald Trump, in which he signaled a significant escalation in the...
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Wall Street Slumps as Middle East Tensions and Oil Surge Above $110 Sour Market Sentiment
April 02, 2026
Wall Street closed a volatile, holiday-shortened week on a somber note this Thursday, April 2, 2026, as geopolitical instability in the Middle East and a dramatic spike in energy prices sent shockwaves...
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Geopolitical Tug-of-War: S&P 500 Defies Iran Tensions to Post Gains Amid Volatile Trading
April 02, 2026
The S&P 500 Index (NYSEARCA: SPY) managed to carve out a gain on Thursday, April 2, 2026, as investors navigated a minefield of conflicting geopolitical signals. The benchmark index rose 46.8 points,...
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The Powell Hand-Off: Fed Leadership Transition Meets a Middle Eastern Inferno
April 02, 2026
As the sun begins to set on Jerome Powell’s tenure as Chair of the Federal Reserve this May, the global financial landscape has been upended by a "perfect storm" of geopolitical volatility and...
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WASHINGTON, D.C. — Global financial markets were thrust into a state of high-intensity volatility late last night following a televised address from President Donald Trump, in which he vowed to hit...
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April 02, 2026
Global equity markets witnessed a historic surge on April 1, 2026, as investors aggressively rotated into risk assets following signals of a potential diplomatic breakthrough in the Middle East. The...
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