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home
about us
Investment Approach
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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(TSX:
BRK
)
36.56
-0.38 (-1.03%)
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Updated: 3:59 PM EST, Jan 2, 2026
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With Netflix's 10-for-1 Stock Split Complete, Here Are 3 Growth Stocks to Buy in December That Could Issue Stock Splits in 2026
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December 05, 2025
Surging stock prices and earnings growth potential make Meta Platforms, ASML, and Eli Lilly ripe for stock splits in the new year.
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Why Warren Buffett Is Quietly Increasing His Stake in Alphabet
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December 04, 2025
Berkshire Hathaway just took a massive new position in Google's parent company.
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Billionaires Are Buying This Stock Like There's No Tomorrow
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The 1 Vanguard ETF That Warren Buffett's Recent Remarks Suggest He Would Buy Right Now
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December 04, 2025
Buffett spent years telling retail investors that their smartest long-term move is owning a low-cost S&P 500 fund. And he likes Vanguard's.
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Warren Buffett Sends Investors a $184 Billion Warning. History Says the Stock Market Will Do This Next.
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December 04, 2025
Warren Buffett's Berkshire Hathaway has been a net seller of stocks for 12 consecutive quarters despite having a tremendous amount of investable cash.
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Up 37% Since August, Is It Safe to Buy UnitedHealth Group Stock Again?
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December 03, 2025
The health insurance giant's stock got a big boost after Wall Street learned Berkshire Hathaway had invested in it.
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Here's My Top Stock Pick (and Biggest Holding) for 2026
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December 03, 2025
Berkshire Hathaway's record cash reserves make it a compelling counterweight to today's AI spending boom.
Via
The Motley Fool
Topics
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Warren Buffett and Michael Burry Are on Opposite Sides of Artificial Intelligence (AI). Here's What Burry Might Be Missing.
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December 03, 2025
Warren Buffett and Michael Burry have opposing investments in the artificial intelligence (AI) industry.
Via
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Topics
Artificial Intelligence
Economy
Fraud
Is Warren Buffett Sending a Quiet Warning to Investors? Here's What You Need to Know.
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December 02, 2025
Berkshire Hathaway's cash stockpile just reached record heights. Is that a warning sign for investors?
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Warren Buffett Is Selling Bank of America Stock and Buying This High-Yield Investment Instead
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December 02, 2025
Who doesn't love a dividend yield approaching 5%?
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Warren Buffett, Weeks Before His Retirement, Has a Warning for Wall Street. History Says This May Happen in 2026.
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December 01, 2025
Buffett's actions are speaking louder than words.
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Black Friday Investing Lessons
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December 01, 2025
It's that time of year.
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Here Are Billionaire Warren Buffett's 5 Biggest Stock Holdings
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December 01, 2025
Warren Buffett is widely regarded as the greatest investor of all time.
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Here Are Billionaire Warren Buffett's 5 Biggest Stock Holdings
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December 01, 2025
Just a handful of companies make up the bulk of Berkshire Hathaway's equity holdings.
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Warren Buffett Is Rapidly Selling Apple Stock. Here Are 2 Reasons Why.
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December 01, 2025
Apple remains Buffett's biggest bet -- for now.
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Walmart Will Make Stock Market History on Dec. 9 -- and It Can Top This Feat in 2026
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December 01, 2025
The puzzle pieces are in place for the world's largest retailer by revenue to reach a milestone in 2026 that only a dozen public companies globally have achieved.
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Here's the Simple Reason Why Most Billionaire Investors Aren't Selling Palantir Stock
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December 01, 2025
The list of billionaires who haven't sold Palantir recently is unsurprisingly long.
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The Motley Fool
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Billionaire Warren Buffett Sold 45% of Berkshire's Stake in Bank of America and Piled Into a Virtual Monopoly That's Gained Nearly 13,000% Since Its IPO
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December 01, 2025
The soon-to-be-retiring Oracle of Omaha has pared down Berkshire's stake in Bank of America for five straight quarters, but recently loaded up on shares of a company that's far more "magnificent."
Via
The Motley Fool
Topics
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Warren Buffett Bets Big on AI -- He Just Bought 17,846,142 Shares of This Legendary Tech Stock
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November 30, 2025
Berkshire Hathaway adds another AI stock to its portfolio.
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The Motley Fool
Topics
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Warren Buffett Dumps Apple and Bank of America to Pile Into This High-Yield Investment
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November 30, 2025
This investment provides solid returns and is as risk-free as investments come.
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The Motley Fool
Here Are Billionaire Warren Buffett's 5 Biggest Stock Holdings
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November 30, 2025
Individual investors are always closely watching what moves the Oracle of Omaha is making.
Via
The Motley Fool
Billionaire Bill Ackman May Be the Next Warren Buffett -- 2 AI Stocks Make Up 39% of His Portfolio (Hint: One Just Partnered With Nvidia)
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November 30, 2025
Bill Ackman, who outlined plans to create a modern Berkshire Hathaway earlier this year, has 39% of his portfolio split between Alphabet and Uber.
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The Motley Fool
Topics
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Has Buffett's Recent Buy of POOL Stock Been Good for Investors?
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November 29, 2025
This recent addition to Buffett's portfolio has been underperforming. How has it done over the long term?
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Warren Buffett's Latest Artificial Intelligence (AI) Stock Pick Is Already Up at Least 25% Since Berkshire Hathaway Bought It -- and It's Not Too Late to Join Him
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November 29, 2025
Buffett has had his eye on this company for a long time.
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The Motley Fool
Topics
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Regulatory Compliance
25% of Warren Buffett's Portfolio Is Invested in These 3 Unstoppable AI Stocks
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November 29, 2025
These longtime market beaters are still at it.
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Topics
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Reflecting On Diversified Financial Services Stocks’ Q2 Earnings: Berkshire Hathaway (NYSE:BRK.A)
November 27, 2025
As the Q2 earnings season wraps, let’s dig into this quarter’s best and worst performers in the diversified financial services industry, including Berkshire Hathaway (NYSE:BRK.A) and its peers.
Via
StockStory
How Good Has Nike (NKE) Stock Actually Been?
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November 26, 2025
The sportswear and sneaker giant has been trailing the market in a big way for the past five years.
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Where Will Sirius XM Stock Be in 3 Years?
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November 26, 2025
It's been a rough three years in the rearview mirror, but you can see 2028 through the windshield.
Via
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Billionaires Have a Clear Favorite Quantum Computing Stock (and It's Not IonQ, Rigetti Computing, or D-Wave Quantum)
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November 26, 2025
Despite trailing-12-month gains of up to 1,490% for shares of IonQ, Rigetti Computing, D-Wave Quantum, and Quantum Computing Inc., billionaire money managers have wagered on a far more "magnificent"...
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What Warren Buffett's Farewell Letter Means for Berkshire Hathaway Investors
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November 25, 2025
Will his replacement carry on the Oracle of Omaha's legacy?
Via
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