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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
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Tamar Advisors
Own Your Practice
Letter to Clients
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contact us
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Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Client Information
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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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
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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
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Should Investors Be Worried That the "Magnificent Seven" Make Up 35% of the S&P 500?
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January 05, 2026
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Apple’s Golden Jubilee: The 2026 ‘Apple Intelligence’ Blitz and the Future of Consumer AI
January 05, 2026
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Google Unveils Managed MCP Servers: Building the Industrial Backbone for the Global Agent Economy
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The Great Decoupling: White-Collar Displacement Ignites the 2026 UBI Firestorm
January 05, 2026
As the United States enters 2026, the long-predicted "AI revolution" has transitioned from a Silicon Valley slogan to a disruptive economic reality. For decades, automation was a specter haunting...
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The Rise of the ‘Surgical’ AI: How AT&T and Mistral are Leading the Enterprise Shift to Small Language Models
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The Dawn of the Internet of Agents: Anthropic and Linux Foundation Launch the Agentic AI Foundation
January 05, 2026
In a move that signals a seismic shift in the artificial intelligence landscape, Anthropic and the Linux Foundation have officially launched the Agentic AI Foundation (AAIF). Announced on December 9,...
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The Data Center Power Crisis: Energy Grid Constraints on AI Growth
January 05, 2026
As of early 2026, the artificial intelligence revolution has collided head-on with the physical limits of the 20th-century electrical grid. What began as a race for the most sophisticated algorithms...
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The Great Inference Squeeze: Why Nvidia’s ‘Off the Charts’ Demand is Redefining the AI Economy in 2026
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As of January 5, 2026, the artificial intelligence industry has reached a fever pitch that few predicted even a year ago. NVIDIA (NASDAQ:NVDA) continues to defy gravity, reporting a staggering $57...
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The $2 Trillion AI Supercycle: Gartner’s 2026 Forecast Signals a Global Economic Pivot
January 05, 2026
The global technology landscape has officially crossed a Rubicon. According to the latest 2026 forecast from Gartner, worldwide spending on artificial intelligence is projected to hit a staggering...
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The Trillion-Dollar Question: Microsoft 365 Copilot’s 2026 Price Hike Puts AI ROI Under the Microscope
January 05, 2026
As the calendar turns to January 2026, the honeymoon phase of the generative AI revolution has officially ended, replaced by the cold, hard reality of enterprise budgeting. Microsoft (NASDAQ: MSFT) has...
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OpenAI’s ‘Kepler’ Unveiled: The Autonomous Agent Platform Powering the Future of Data Science
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In a move that signals a paradigm shift in how technology giants manage their institutional knowledge, OpenAI has fully integrated "Kepler," an internal agent platform designed to automate data...
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America’s AI Action Plan: Inside Trump’s Deregulatory Push for Global Supremacy
January 05, 2026
As of January 5, 2026, the landscape of American technology has undergone a seismic shift. Following a year of aggressive policy maneuvers, the Trump administration has effectively dismantled the...
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Colorado’s “High-Risk” AI Countdown: A New Era of Algorithmic Accountability Begins
January 05, 2026
As the calendar turns to 2026, the artificial intelligence industry finds itself at a historic crossroads in the Rocky Mountains. The Colorado Artificial Intelligence Act (SB 24-205), the first...
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California’s AI Transparency Act Goes Live: A New Era in the War on Deepfakes
January 05, 2026
SACRAMENTO, CA — As of January 1, 2026, the digital landscape in California has undergone a fundamental shift. California Senate Bill 942 (SB 942), officially known as the California AI Transparency...
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California Enforces ‘No AI Doctor’ Law: A New Era of Transparency and Human-First Healthcare
January 05, 2026
As of January 1, 2026, the landscape of digital health in California has undergone a seismic shift with the full implementation of Assembly Bill 489 (AB 489). Known colloquially as the "No AI Doctor"...
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Texas TRAIGA Takes Effect: The “Middle-Path” AI Law Reshaping Enterprise Compliance
January 05, 2026
As of January 1, 2026, the artificial intelligence landscape in the United States has entered a new era of state-level oversight. The Texas Responsible Artificial Intelligence Governance Act (TRAIGA),...
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Better Artificial Intelligence Stock: Applied Digital vs. Nebius
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OpenAI Unveils GPT Image 1.5: 4x Faster Generation and Professional Publishing Tools
January 05, 2026
In a move that has fundamentally reshaped the creative technology landscape of early 2026, OpenAI has officially launched GPT Image 1.5. Released on December 16, 2025, this foundational upgrade marks a...
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OpenAI’s “Ambient” Ambitions: The Screenless AI Gadget Set to Redefine Computing in Fall 2026
January 05, 2026
As of early 2026, the tech industry is bracing for a seismic shift in how humans interact with digital intelligence. OpenAI (Private), the juggernaut behind ChatGPT, is reportedly nearing the finish...
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The Intelligence Evolution: Apple Shifts Reimagined Siri to Fall 2026 with Google Gemini Powerhouse
January 05, 2026
In a move that underscores the immense technical challenges of the generative AI era, Apple Inc. (NASDAQ: AAPL) has officially recalibrated its roadmap for the long-awaited overhaul of its virtual...
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The ‘USB-C for AI’: How Anthropic’s MCP and Enterprise Agent Skills are Standardizing the Agentic Era
January 05, 2026
As of early 2026, the artificial intelligence landscape has shifted from a race for larger models to a race for more integrated, capable agents. At the center of this transformation is Anthropic’s...
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Gemini 3 Flash: Reclaiming the Search Throne with Multimodal Speed
January 05, 2026
In a move that marks the definitive end of the "ten blue links" era, Alphabet Inc. (NASDAQ: GOOGL) has officially completed the global rollout of Gemini 3 Flash as the default engine for Google...
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OpenAI Unveils GPT-5.2-Codex: The Autonomous Sentinel of the New Cyber Frontier
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The global cybersecurity landscape shifted fundamentally this week as OpenAI rolled out its latest breakthrough, GPT-5.2-Codex. Moving beyond the era of passive "chatbots," this new model introduces a...
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The TSMC Effect: How the World’s Leading Foundry is Fueling a $10 Trillion US Tech Surge
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As the first trading week of 2026 unfolds, the global financial landscape is being reshaped by a singular force: the relentless growth of Taiwan Semiconductor Manufacturing Company (NYSE: TSM)....
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The Inference Revolution: Nvidia’s $20 Billion Groq Acquisition Redefines the AI Hardware Landscape
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In a move that has sent shockwaves through Silicon Valley and global financial markets, Nvidia (NASDAQ: NVDA) officially announced the $20 billion acquisition of the core assets and intellectual...
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The Platform Paradox: Tenable Hits 52-Week Low as Cybersecurity Giants Crowd Out the Specialists
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The cybersecurity landscape faced a stark reality check on January 5, 2026, as Tenable Holdings (NASDAQ: TENB), a long-standing leader in vulnerability management, saw its shares tumble to a new...
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The Trillion-Agent Engine: How 2026’s Hardware Revolution is Powering the Rise of Autonomous AI
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