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home
about us
Investment Approach
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Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
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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
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
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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
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Event Schedule
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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
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RSVP-Signup Form
MARKET RESEARCH
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Target Corp
(NY:
TGT
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125.25
-0.63 (-0.50%)
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Updated: 7:00 PM EDT, May 8, 2026
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Supreme Court Strikes Down 'Reciprocal' Tariffs in Landmark 6-3 Ruling, Triggering Potential $175 Billion Refund Wave
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US Labor Market Shudders as February Jobs Report Reveals Unexpected 92,000 Payroll Decline
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Resilience in the Face of Sticky Inflation: US Consumer Spending Climbs 0.4% as Services Costs Surge
March 13, 2026
In a much-anticipated data release that arrived later than scheduled, the U.S. Commerce Department reported today that consumer spending rose by 0.4% in January 2026. While the headline figure suggests...
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Spring Interest Rate Cut Hopes Fade as Sticky Inflation and $1.20 Gas Spike Rattles Markets
March 13, 2026
The optimistic "spring thaw" that investors had penciled into their calendars for early 2026 has officially been put on ice. As of March 13, 2026, a series of bruising economic data points and...
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The Dividend Shield: How Meta, Microsoft, Merck, and Target are Signal-Boosting Balance Sheet Strength in a Cooling 2026 Economy
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As of March 13, 2026, the global financial landscape is navigating a delicate transition. Following the aggressive rate hikes of previous years and a subsequent "soft landing" throughout 2025, the U.S....
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Surprise Labor Resilience: 1.14 Million Jobs Added in Six Months Challenges Fed's Inflation War
March 13, 2026
As of March 13, 2026, the United States labor market has once again defied gravity, revealing a core of resilience that few economists predicted just six months ago. Fresh data confirms that the...
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Senator Heinrich Proposes $1,200 'Tariff Refunds' to Offset Inflation: Impact on Retail Stocks and Families
March 13, 2026
As the United States grapples with a volatile cocktail of trade-induced inflation and supply chain restructuring, Senator Martin Heinrich (D-N.M.) has introduced a high-stakes legislative gamble to put...
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The Stagflation Vise: Bond Markets Reel as Growth Stalls and Inflation Proves 'Sticky'
March 13, 2026
The dual specter of stagnant economic growth and stubborn inflation—a condition known as stagflation—has returned to haunt the halls of Wall Street. As of March 13, 2026, the latest economic data...
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Economic Engine Sputters: US Q4 GDP Revised to 0.7% as Growth Halves Expectations
March 13, 2026
The American economic engine showed signs of a significant stall this morning as the U.S. Department of Commerce released its second estimate for fourth-quarter 2025 GDP growth. In a move that sent...
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The Debt Ceiling at the Dinner Table: US Household Debt Hits $18.8 Trillion Amid 'Intentional Spending' Era
March 13, 2026
As of March 13, 2026, the American consumer is walking a precarious tightrope. Total US household debt has climbed to a staggering record of $18.8 trillion, according to the latest quarterly data,...
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Supreme Court Voids Trump Tariffs in Landmark Ruling, Ordering Unprecedented $175 Billion Refund
March 13, 2026
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Resilience Under Fire: U.S. Retail Sales Defy Inflationary Pressures Amid Middle East Escalation
March 13, 2026
The American consumer continues to demonstrate an unexpected level of hardiness, as newly released Department of Commerce data for February 2026 reveals a 0.3% increase in retail sales. This marginal...
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Trump Administration Launches Sweeping Section 301 Probe of 16 Trading Partners to Offset Supreme Court Tariff Defeat
March 13, 2026
WASHINGTON, D.C. — In a dramatic escalation of his administration’s "America First" trade policy, President Donald Trump has initiated a massive new Section 301 investigation targeting 16 major trading...
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Is Summer Sale In 2026 Coming Early? How Amazon’s Prime Day Shift Could Impact Walmart, Target
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March 12, 2026
According to a Bloomberg report that cited people familiar with the matter, Amazon’s Prime Day 2026 is now expected to be sometime in late June, compared with the typical early July timeline.
Via
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American Consumer Optimism Shakes as Confidence Plummets to 11-Year Low
March 12, 2026
In a startling blow to economic optimism, American consumer sentiment took a sharp dive in January, hitting its lowest point in over a decade. The Conference Board’s latest reading has sent shockwaves...
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The Stagflation Vise: How Weak GDP and Hot PCE Inflation Are Reshaping the 2026 Market
March 12, 2026
As of March 12, 2026, the U.S. financial landscape is grappling with a "stagflation" narrative that has fundamentally shifted market expectations for the year ahead. Recent data releases have presented...
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Walmart Q4 Earnings Preview: Chasing $190 Billion Amidst a Shifting Trade Landscape
March 12, 2026
As the retail world braces for the final accounting of the 2025 holiday season, all eyes are on Walmart Inc. (NYSE: WMT). The retail behemoth is set to release its fourth-quarter earnings report, a...
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Geopolitical Firestorm: Dow Plummets 600 Points as Iran Rejects Ceasefire and Mines Strait of Hormuz
March 12, 2026
The global financial landscape fractured today, March 12, 2026, as the Dow Jones Industrial Average suffered a staggering 600-point collapse. The sell-off was ignited by the "Mojtaba Ultimatum," a...
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The March Standoff: Trump Escalates Pressure on Fed as Inflation Remains Stubbornly Sticky
March 12, 2026
As the Federal Open Market Committee (FOMC) prepares for its pivotal March 17–18 meeting, the air in Washington is thick with a level of political-economic tension not seen in decades. Today, March 12,...
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Global Energy Shock: Wall Street Reeling as Hormuz Closure Drives Brent Past $100
March 12, 2026
The global economy is facing its most severe energy crisis in decades as the shadow of total war in the Middle East looms over the financial markets. On March 12, 2026, international benchmark Brent...
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Costco Joins the Four-Digit Club: Shares Breach $1,000 as Retail Titan Outpaces the Market
March 12, 2026
In a historic session for the retail sector, Costco Wholesale Corporation (NASDAQ: COST) officially crossed the $1,000 share price threshold on March 5, 2026, marking a new era for the membership-based...
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Ulta Beauty (ULTA) Deep Dive: Navigating the New Normal in Beauty Retail
March 12, 2026
As the closing bell approaches on March 12, 2026, the retail sector is turning its collective gaze toward Bolingbrook, Illinois. Ulta Beauty (NASDAQ: ULTA) is scheduled to report its fourth-quarter and...
Via
Finterra
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Up 31% in 3 Months, Is This High-Yield Dividend King Stock Still a Buy in March?
↗
March 12, 2026
Target is surging as investor confidence grows that the company is turning the corner.
Via
The Motley Fool
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Oil Whipsaws From $119 High. Here are 3 Takeaways for Markets Over the Past Week.
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March 11, 2026
Energy is vital to the modern world, and volatile, rapidly increasing energy costs pose a significant problem.
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The Motley Fool
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Supreme Court Limits President's Tariff Powers, Sparking Pivot to Section 122 Baseline Duties
March 11, 2026
In a landmark decision that has sent shockwaves through global supply chains and the halls of Congress, the U.S. Supreme Court ruled on February 20, 2026, that the Executive Branch lacks the...
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Pain at the Pump: US Gas Prices Surge to $3.57 Average as Geopolitical Flashpoints Ignite Energy Markets
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February CPI Report: US Inflation Holds at 2.4% Amid Geopolitical Tension
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The U.S. Bureau of Labor Statistics released the February Consumer Price Index (CPI) report on the morning of March 11, 2026, revealing that headline inflation held steady at an annual rate of 2.4%....
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The Winter Churn: January Retail Sales Dip 0.2% as American Consumers Confront a Cooling Labor Market
March 11, 2026
The American consumer, long the undisputed engine of the global economy, showed signs of a tactical retreat in early 2026. Fresh data released in the wake of a prolonged federal "data fog" reveals that...
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Prediction: Inflation Data Will Re-Take Center Stage After This Oil Spike
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March 11, 2026
Oil prices are gyrating thanks to headline-grabbing world events, but don't forget the impact on consumers.
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