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home
about us
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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
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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
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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
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Client Information
Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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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
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Amazon's 2026 Redemption: Can the "Year of Efficiency" 2.0 Drive a Stock Turnaround?
January 07, 2026
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Surprise Jobs Data Sends Markets to Record Highs: Analyzing the January 2026 Labor Shift
January 07, 2026
The U.S. financial markets reached new heights on Wednesday, January 7, 2026, as investors processed a "surprise" batch of labor market data that suggested a cooling, yet resilient economy. Despite...
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S&P 500 Pierces 7,600 Barrier: Record Highs Meet Fiscal Fervor and 'Shadow Chair' Speculation
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The S&P 500 climbed to a fresh all-time high on Wednesday, January 7, 2026, as investors cheered a combination of fiscal stimulus tailwinds and the accelerating commercialization of "Agentic AI." The...
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Is 2026 The Year to Load Up on Crypto Miners?
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January 07, 2026
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Microsoft, Hexagon Put Humanoid Robots On Factory Floors
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January 07, 2026
Microsoft shares rose after it partnered with Hexagon to develop and deploy Azure-powered humanoid robots for industrial manufacturing and inspection.
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Appy Pie Automate Launches AI Microsoft Automation Across Teams, SharePoint & Dynamics 365
January 07, 2026
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The Physical AI Pivot: CES 2026 Showcases Humanoid Breakthroughs Amidst Wall Street’s Skeptical Gaze
January 07, 2026
The 2026 Consumer Electronics Show (CES) has officially marked the end of the "chatbot era," ushering in what industry leaders are calling the "Physical AI" pivot. As the Las Vegas convention halls hum...
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Is the AI Supercycle Really Just Beginning?
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January 07, 2026
2025 was a great year for artificial intelligence stocks, but many believe there could be far more to come.
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Metals in Retreat: Silver and Copper Cool as Wall Street Hits Record Milestones
January 07, 2026
On January 7, 2026, the global commodities market witnessed a sharp reversal in the blistering rally of precious and industrial metals, providing a stark contrast to a stock market that continues to...
Via
MarketMinute
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A "Soft Landing" in Sight? Surprise ADP Jobs Data Propels Markets to Record Highs
January 07, 2026
The U.S. labor market narrowly avoided a second consecutive month of contraction in December 2025, according to the ADP National Employment Report released on the morning of January 7, 2026. Private...
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MarketMinute
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Why Tecnoglass (TGLS) Stock Is Falling Today
January 07, 2026
Shares of glass and windows manufacturer Tecnoglass (NYSE:TGLS) fell 5.5% in the morning session after its competitor, Apogee Enterprises (APOG), reported disappointing third-quarter results and cut...
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StockStory
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Eli Lilly (LLY) Stock Is Up, What You Need To Know
January 07, 2026
Shares of global pharmaceutical company Eli Lilly (NYSE:LLY) jumped 3.3% in the morning session after the company announced a partnership to develop a new oral obesity drug and was reported to be in...
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Why Albertsons (ACI) Stock Is Falling Today
January 07, 2026
Shares of grocery retailer Albertsons (NYSE:ACI) fell 7.6% in the morning session after the company reported its third-quarter 2025 results, which featured a mixed financial outlook for the full year.
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Titan International (TWI) Stock Trades Down, Here Is Why
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Why Wolverine Worldwide (WWW) Stock Is Trading Lower Today
January 07, 2026
Shares of footwear conglomerate Wolverine Worldwide (NYSE:WWW) fell 7.2% in the morning session after Piper Sandler downgraded the stock from Overweight to Neutral and lowered its price target.
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Why FuelCell Energy (FCEL) Stock Is Trading Lower Today
January 07, 2026
Shares of carbonate fuel cell technology developer FuelCell Energy (NASDAQ:FCEL) fell 8.1% in the morning session after the company announced it had terminated its Executive Vice President, General...
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Why First Solar (FSLR) Shares Are Sliding Today
January 07, 2026
Shares of solar panel manufacturer First Solar (NASDAQ:FSLR) fell 10% in the morning session after Jefferies downgraded the stock to 'Hold' from 'Buy' and lowered its price target to $260 from $269.
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Incyte (INCY) Stock Is Up, What You Need To Know
January 07, 2026
Shares of biopharmaceutical company Incyte Corporation (NASDAQ:INCY) jumped 3.7% in the morning session after the company announced positive top-line results from a late-stage study of its lymphoma...
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Why PVH (PVH) Shares Are Trading Lower Today
January 07, 2026
Shares of fashion conglomerate PVH (NYSE:PVH) fell 5.5% in the morning session after Telsey Advisory downgraded the stock to Market Perform from Outperform and cut its price target. The firm lowered...
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Why Regeneron (REGN) Stock Is Trading Up Today
January 07, 2026
Shares of biotech company Regeneron (NASDAQ:REGN) jumped 2.9% in the morning session after Bank of America Securities upgraded its rating on the company's stock from 'Underperform' to 'Buy' and...
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MarketAxess (MKTX) Stock Trades Down, Here Is Why
January 07, 2026
Shares of electronic bond trading platform MarketAxess (NASDAQ:MKTX) fell 4% in the morning session after the company announced its trading volume statistics for December and the fourth quarter of...
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Why Fluence Energy (FLNC) Shares Are Plunging Today
January 07, 2026
Shares of electricity storage and software provider Fluence (NASDAQ:FLNC) fell 7.1% in the morning session after a consensus among Wall Street analysts pointed to a significant potential downside,...
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Initial Public Offering
Kontoor Brands (KTB) Stock Trades Down, Here Is Why
January 07, 2026
Shares of clothing company Kontoor Brands (NYSE:KTB) fell 4.2% in the morning session after Barclays lowered its price target on the company's shares to $74 from $94. The analyst firm kept an...
Via
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Why AAR (AIR) Stock Is Trading Up Today
January 07, 2026
Shares of aviation and defense services provider AAR CORP (NYSE:AIR) jumped 6.2% in the morning session after the company reported strong fourth-quarter 2025 results that surpassed analyst expectations...
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Revolutionary AI Case Management System Cuts Legal Fee Earner Administration in Half
January 07, 2026
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Press Release Distribution Service
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Artificial Intelligence
The Paradox of Prosperity: Why 2026’s Record Highs Mask a Year of Impending Turbulence
January 07, 2026
As the first week of 2026 draws to a close, the financial world finds itself in a peculiar state of cognitive dissonance. On one hand, the major indexes are celebrating a historic "melt-up," with the...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
ETFs
The Great Decoupling: American Exceptionalism Hits Record Highs While Global Indices Falter
January 07, 2026
As of January 7, 2026, a profound divergence has emerged in the global financial landscape, marking what many analysts are calling "The Great Decoupling." While the S&P 500 (INDEXSP:.INX) has shattered...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
The "Physical AI" Pivot: CES 2026 Unleashes Agents and Humanoids, But Wall Street Remains Cautious
January 07, 2026
LAS VEGAS — As the neon lights of the Las Vegas Strip flicker against the backdrop of the 2026 Consumer Electronics Show (CES), the narrative of the technology industry has officially shifted. The...
Via
MarketMinute
Topics
Artificial Intelligence
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The Great Divergence: Is the Global Stock Market Rally Splitting at the Seams?
January 07, 2026
As the first week of 2026 draws to a close, the financial world is witnessing a stark decoupling that has left analysts and investors questioning the longevity of the post-pandemic bull run. While the...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
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