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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
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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
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TAF sm Program
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Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
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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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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Event Schedule
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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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BlackRock Shatters Records in Q1 2026: Earnings Beat and Revenue Surge Signal Asset Management Dominance
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The Credit Titan Reimagined: A Deep Dive into Ares Management (ARES) in 2026
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As of April 15, 2026, Ares Management Corporation (NYSE: ARES) stands as a definitive titan in the alternative asset management landscape. With assets under management (AUM) now surpassing the $580...
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The Digitization of Public Safety: A Research Feature on Axon Enterprise (AXON)
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As of April 15, 2026, Axon Enterprise, Inc. (Nasdaq: AXON) has evolved far beyond its origins as a manufacturer of conducted energy weapons. Today, it stands as the dominant technological backbone of...
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The Oracle Transformation: From Legacy Database to AI Hyperscale Powerhouse
April 15, 2026
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Amazon in 2026: The $200 Billion Reinvention into an AI and Satellite Giant
April 15, 2026
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The AI Infrastructure Pivot: A Deep Dive into Meta Platforms (META) in 2026
April 15, 2026
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The Architect of Global Capital: A Deep Dive into BlackRock (BLK) in 2026
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The Giant Realigns: A 2026 Deep Dive into UnitedHealth Group (UNH)
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The Intelligence Arbitrage: How AI is Rewriting the Rules of the $10 Trillion Corporate Debt Market
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BlackRock Shatters Expectations in Q1 2026 as Global Inflows Surge Toward $14 Trillion Milestone
April 15, 2026
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The Everything Exchange: A 2026 Deep Dive into Coinbase Global, Inc. (COIN)
April 15, 2026
As of April 15, 2026, Coinbase Global, Inc. (NASDAQ: COIN) has transcended its origins as a simple gateway for Bitcoin to become the definitive infrastructure layer for the global on-chain economy....
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The Era of Superintelligence: A Comprehensive Research Feature on Meta Platforms (META)
April 15, 2026
Date: April 15, 2026 Introduction As of April 2026, Meta Platforms, Inc. (NASDAQ: META) stands at a critical crossroads between its legacy as the world’s social media architect and its future as a...
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Broadcom (AVGO) in 2026: The Industrial Architect of the AI Era
April 15, 2026
Date: April 15, 2026 Introduction Broadcom Inc. (Nasdaq: AVGO) has evolved from a diversified semiconductor manufacturer into what many analysts now call the "industrial architect" of the artificial...
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RTX Corporation: Navigating the Global Rearmament Super-Cycle
April 15, 2026
As of April 15, 2026, RTX Corporation (RTX: NYSE) stands as a definitive pillar of the global aerospace and defense infrastructure. In an era defined by a "rearmament super-cycle" and the rapid...
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The Sky is the Limit: A Comprehensive Deep-Dive into SL Green Realty Corp. (SLG) in 2026
April 15, 2026
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The Backbone of the AI Revolution: A Comprehensive Research Feature on Kinder Morgan, Inc. (KMI)
April 15, 2026
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The Long Haul: Inside J.B. Hunt’s Resilient Pivot to a Tech-Forward Future
April 15, 2026
As the global supply chain emerges from the volatility of the mid-2020s, J.B. Hunt Transport Services, Inc. (Nasdaq: JBHT) stands as a bellwether for the North American logistics sector. Long...
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First Horizon Corp (FHN): The Sun Belt Powerhouse Redefining Regional Banking in 2026
April 15, 2026
As of April 15, 2026, First Horizon Corp (NYSE: FHN) stands as a testament to the resilience of the American regional banking sector. Just three years ago, the Memphis-based institution was at a...
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The National-Regional Hybrid: An In-Depth Research Feature on PNC Financial Services Group (NYSE: PNC)
April 15, 2026
As of April 15, 2026, The PNC Financial Services Group, Inc. (NYSE: PNC) stands as a unique archetype in the American banking landscape: a "national powerhouse with a regional heart." Over the last...
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The Data Sovereign: A Deep Dive into The Progressive Corporation (NYSE: PGR) in 2026
April 15, 2026
Date: April 15, 2026 Introduction The Progressive Corporation (NYSE: PGR) has long been considered the "data sovereign" of the insurance world. As of April 2026, the Mayfield Village, Ohio-based...
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Bank of America (BAC) 2026: Navigating Deregulation, AI Integration, and the ‘Buffett Exit’
April 15, 2026
As of April 15, 2026, Bank of America Corporation (NYSE: BAC) stands as a titan of the American financial landscape, navigating a complex macroeconomic environment defined by a post-election...
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Oil Drops, Dimon Warns, and the Record Is Within Reach
↗
April 15, 2026
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Crypto News: Pepeto Reveals DeFi Update And Ethereum Price Aims Higher as Bull Run Signals Build
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The $33.4 Billion Grid Gamble: BlackRock and EQT to Take AES Private
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INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of BlackRock, Inc. - BLK
April 14, 2026
From
Pomerantz LLP
Via
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BlackRock Vaults to Record $13.9 Trillion AUM as ETF Inflows and Private Markets Fuel Q1 Earnings Surge
April 14, 2026
Shares of BlackRock, Inc. (NYSE:BLK) surged 4.2% in early trading today after the world’s largest asset manager reported first-quarter 2026 earnings that comfortably cleared Wall Street expectations....
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Private Credit Is Popular Despite Pullback: BlackRock CEO Larry Fink
↗
April 14, 2026
BlackRock CEO Larry Fink emphasized that "headlines don't reflect what clients are telling us," noting a surge in demand for private credit.
Via
Benzinga
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