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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
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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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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
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Event Schedule
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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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Microsoft
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The Great Decoupling: How Edge AI is Reclaiming the Silicon Frontier in 2026
January 12, 2026
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The Silicon Shield: Intel Anointed as America’s ‘National Champion’ Amid Trump’s Protectionist Pivot
January 12, 2026
The landscape of the American semiconductor industry has undergone a seismic shift as the federal government, under the direction of the Trump administration, has officially designated Intel...
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Breaking the Copper Wall: The Dawn of the Optical Era in AI Computing
January 12, 2026
As of January 2026, the artificial intelligence industry has reached a pivotal architectural milestone dubbed the "Transition to the Era of Light." For decades, the movement of data between chips...
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The Open Silicon Revolution: RISC-V Reaches Maturity, Challenging the ARM and x86 Duopoly
January 12, 2026
As of January 12, 2026, the global semiconductor landscape has reached a historic inflection point. The RISC-V architecture, once a niche academic project, has officially matured into the "third...
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The Power Paradox: How GaN and SiC Semiconductors are Fueling the 2026 AI and EV Revolution
January 12, 2026
As of January 12, 2026, the global technology landscape has reached a critical "tipping point" where traditional silicon is no longer sufficient to meet the voracious energy demands of generative AI...
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S&P 500 and Nasdaq Erase Early Losses Amid Shocking DOJ Probe into Fed Chair Jerome Powell
January 12, 2026
In a stunning display of market resilience, the S&P 500 and Nasdaq Composite erased significant early-morning losses on Monday, January 12, 2026, to finish the trading session in positive territory....
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Constitutional Crisis Hits Wall Street: Treasury Yields Spike as DOJ Launches Criminal Probe into Federal Reserve
January 12, 2026
The bedrock of global financial stability was shaken on Monday, January 12, 2026, as U.S. Treasury yields surged in response to an unprecedented Department of Justice (DOJ) investigation into the...
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MarketMinute
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Bonds
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The Silicon Sovereignty: CES 2026 Marks the Death of the “Novelty AI” and the Birth of the Agentic PC
January 12, 2026
The Consumer Electronics Show (CES) 2026 has officially closed the chapter on AI as a high-tech parlor trick. For the past two years, the industry teased "AI PCs" that offered little more than...
Via
TokenRing AI
Topics
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The Data Titan’s Ascent: How Palantir (PLTR) Anchored the Nasdaq’s Historic 2025 Rally
January 12, 2026
As the Nasdaq Composite continues its relentless climb into the second week of 2026, one name has emerged not just as a participant, but as the definitive architect of the current bull market: Palantir...
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MarketMinute
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Nvidia Defies "Old Economy" Headwinds: AI Juggernaut Surges as Dow Lags Under Regulatory and Manufacturing Strain
January 12, 2026
As the opening bell of 2026 rings in a new era of market bifurcation, Nvidia Corp. (Nasdaq: NVDA) continues to demonstrate a singular resilience that has left the broader market in its wake. While the...
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Silicon Sovereignty: The Great Decoupling as Custom AI Chips Reshape the Cloud
January 12, 2026
MENLO PARK, CA — As of January 12, 2026, the artificial intelligence industry has reached a pivotal inflection point. For years, the story of AI was synonymous with the meteoric rise of one company’s...
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TokenRing AI
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Intel’s 18A “Power-On” Milestone: A High-Stakes Gamble to Reclaim the Silicon Throne
January 12, 2026
As of January 12, 2026, the global semiconductor landscape stands at a historic crossroads. Intel Corporation (NASDAQ: INTC) has officially confirmed the successful "powering on" and initial mass...
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The Nanosheet Revolution: TSMC Commences Volume Production of 2nm Chips to Power the AI Supercycle
January 12, 2026
As of January 12, 2026, the global semiconductor landscape has officially entered its most transformative era in over a decade. Taiwan Semiconductor Manufacturing Company (NYSE:TSM / TPE:2330), the...
Via
TokenRing AI
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Emissions
NVIDIA Shatters $100 Billion Annual Sales Barrier as the Rubin Era Beckons
January 12, 2026
In a definitive moment for the silicon age, NVIDIA (NASDAQ: NVDA) has officially crossed the historic milestone of $100 billion in annual semiconductor sales, cementing its role as the primary...
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Why Enphase (ENPH) Stock Is Trading Up Today
January 12, 2026
Shares of home energy technology company Enphase (NASDAQ:ENPH) jumped 6.5% in the afternoon session after it began production shipments of its new IQ9N-3P Commercial Microinverter across the United...
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Why Baxter (BAX) Stock Is Trading Lower Today
January 12, 2026
Shares of healthcare company Baxter International (NYSE:BAX) fell 4.5% in the afternoon session after Barclays lowered its price target on the stock to $30 from $36, signaling a more cautious outlook...
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Why Duolingo (DUOL) Shares Are Falling Today
January 12, 2026
Shares of language-learning app Duolingo (NASDAQ:DUOL) fell 6.6% in the afternoon session after the company announced a CFO transition and provided preliminary fourth-quarter results that appeared to...
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Initial Public Offering
Qualcomm (QCOM) Stock Trades Down, Here Is Why
January 12, 2026
Shares of wireless chipmaker Qualcomm (NASDAQ:QCOM) fell 3.4% in the afternoon session after Mizuho Securities downgraded the company to Neutral from Outperform, citing challenges in the handset...
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The Next Market Leaders? 5 Growth Stocks to Watch in 2026
↗
January 12, 2026
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MarketBeat
Will AAPL Stock Rally Again in 2026 to Help Apple Regain the Throne as the Biggest Company?
January 12, 2026
Apple has continued its underperformance in 2026. Will AAPL stock go back up, and the company reclaim the title of the world's biggest company this year?
Via
Barchart.com
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The Convergence of Silicon and Science: Eli Lilly and Nvidia Unveil $1 Billion AI Co-Innovation Lab at JPM26
January 12, 2026
In a move that signals the definitive arrival of the "AI-first" era for the pharmaceutical industry, Eli Lilly and Company (NYSE:LLY) and NVIDIA Corporation (NASDAQ:NVDA) announced a massive expansion...
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The Independence Crisis: DOJ Probe of Jerome Powell Ignites Constitutional Standoff Over Monetary Policy
January 12, 2026
In an unprecedented escalation of the conflict between the executive branch and the nation’s central bank, the Department of Justice (DOJ) has launched a criminal investigation into Federal Reserve...
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MarketMinute
Topics
Artificial Intelligence
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Credit Cards
Market Turmoil as DOJ Launches Unprecedented Criminal Probe into Fed Chair Jerome Powell
January 12, 2026
In a move that has sent shockwaves through global financial markets and ignited a constitutional firestorm, the Department of Justice (DOJ) has officially opened a criminal investigation into Federal...
Via
MarketMinute
Topics
Economy
Law Enforcement
Stocks
From Training AI to Designing Chips: Nvidia's Next Platform Play
↗
January 12, 2026
Nvidia will start delivering its promising Rubin platform to buyers in the second half of 2026.
Via
The Motley Fool
Topics
Artificial Intelligence
Supply Chain
Microsoft Stock's Next Decade Could Look Like Its Last Best One, Goldman Says
↗
January 12, 2026
Microsoft stock gets a $655 target from Goldman Sachs, citing strong AI positioning and over 20% EPS growth potential by fiscal 2030.
Via
Benzinga
Topics
Artificial Intelligence
Why IREN Limited Skyrocketed 285% in 2025
↗
January 12, 2026
Investors became aware of the hugely valuable asset IREN had been building for years.
Via
The Motley Fool
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The Great Pivot: Why Jim Rogers is Abandoning Wall Street for Uzbekistan as the 'AI Bubble' Nears its Breaking Point
January 12, 2026
As of January 12, 2026, the global financial landscape is witnessing a dramatic reshuffling of veteran capital. Jim Rogers, the legendary co-founder of the Quantum Fund and one of the most watched...
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NVIDIA Insiders Sell Off Millions: A Strategic Exit or a Warning Sign for the AI Giant?
January 12, 2026
As NVIDIA (NASDAQ: NVDA) solidifies its position as the undisputed king of the artificial intelligence era, a flurry of insider selling has caught the attention of Wall Street. In the opening weeks of...
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Institutional Fragility: JPMorgan Trading Desk Warns of Market Instability as Fed Independence Faces Unprecedented Threat
January 12, 2026
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Lithium’s Resurgence: SQM Soars as China’s Tax Pivot Ignites 9% Price Surge
January 12, 2026
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Topics
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