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home
about us
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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
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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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Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
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Sample Portfolio
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
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
MARKET RESEARCH
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BlackRock
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Updated: 7:00 PM EDT, May 8, 2026
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The Permian Juggernaut: A Comprehensive Research Feature on Diamondback Energy (FANG)
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As of April 13, 2026, the American energy landscape is defined by a shift from the frantic growth of the "Shale 2.0" era toward a period of industrial-scale consolidation and manufacturing-style...
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RTX: The Industrial Backbone of a New Geopolitical Era (2026 Analysis)
April 13, 2026
As of April 13, 2026, RTX Corporation (NYSE: RTX) stands as a titan at the intersection of global security and commercial mobility. Once a sprawling conglomerate navigating the complexities of a...
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The Blue Team’s Digital Pivot: A Deep Dive into Fastenal’s Industrial Dominance
April 13, 2026
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The Great Retrenchment: How Goldman Sachs Rediscovered Its Core to Reach New Heights
April 13, 2026
As of April 13, 2026, The Goldman Sachs Group, Inc. (NYSE: GS) stands as a testament to the power of strategic retrenchment. After a turbulent period in the early 2020s characterized by a costly and...
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Which Types of Investments Should You Own and in What Accounts Should You Own Them
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In Month 4 of our financial planning challenge, “A Year Well-Planned,” Fools Robert Brokamp and Stephanie Marini discuss both account and investment types.
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How Much of Your Portfolio Should Be in Cryptocurrency?
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April 12, 2026
There's a very straightforward answer here.
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Crypto News: Pepeto Announces Binance Level Exchange Update While Ethereum Price Prediction Maps Path to $7,500
April 10, 2026
Pepeto just hit a major checkpoint on its Binance level exchange, pushing the zero fee swap engine and token listing
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The $3.2 Trillion Avalanche: Private Equity’s Great Reawakening Sparks a 2026 Market Surge
April 10, 2026
The "deal desert" of the early 2020s has officially been consigned to history. As of April 10, 2026, the global financial landscape is witnessing an unprecedented deployment of capital as private...
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Software Stocks Just Had Their Worst Quarter Since 2008. What Should Investors Do Next?
April 10, 2026
Based on the IGV ETF, software stocks recently had their worst quarter since 2008.
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BlackRock Eyes $12.06 EPS as Capital Markets Rebound Ignites 18% Monthly Surge
April 10, 2026
As the financial world prepares for the start of the Q1 2026 earnings season, all eyes are on BlackRock (NYSE: BLK), the world’s largest asset manager. Scheduled to release its quarterly results on...
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OpenAI’s $122 Billion Infrastructure Pivot: A New Era of Compute Dominance
April 09, 2026
In a move that marks the single largest private capital raise in corporate history, OpenAI has finalized a staggering $122 billion restructuring and funding round, vaulting the company’s valuation to...
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The Great Deposit Migration: GENIUS Act Implementation Triggers $6 Trillion Tug-of-War
April 09, 2026
NEW YORK — As of April 9, 2026, the American financial landscape is undergoing its most significant transformation since the National Banking Act of 1863. The full-scale implementation of the Guiding...
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Retail Retreat: Schwab STAX Index Signals Sharp Sentiment Shift Amid Geopolitical Turmoil
April 09, 2026
The retail investing landscape has encountered a significant cold snap. Charles Schwab (NYSE: SCHW) recently released its Schwab Trading Activity Index™ (STAX) for the March 2026 period, revealing a...
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DiversyFund Expands Fixed Income Platform as Private Credit Enters New Phase of Market Opportunity
April 09, 2026
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Inspirion Wealth Loads Up on AAA-Rated CLO ETF -- Is This Income Play Worth a Look?
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April 09, 2026
The iShares AAA CLO Active ETF targets income by holding a diversified portfolio of U.S. dollar-denominated, AAA-rated CLO securities.
Via
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What to Know About an $8 Million Bet on CORO Targeting 31% Returns Overseas
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April 09, 2026
This ETF provides actively managed access to global equities, rotating country allocations based on BlackRock’s dynamic strategies.
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This New $8 Million Bet on CORO Signals a Shift Beyond U.S. Stocks
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April 09, 2026
The iShares International Country Rotation Active ETF offers active exposure to global equities via a dynamic country rotation strategy.
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The Ethereum Treasury: Inside Bitmine Immersion Technologies’ $4 Billion Strategic Pivot
April 09, 2026
On the morning of April 9, 2026, the floor of the New York Stock Exchange witnessed a symbolic transition for the digital asset industry. Bitmine Immersion Technologies (NYSE: BMNR), a company that...
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The Digital Plumbing of Wall Street: Inside Broadridge’s $9 Trillion Blockchain Revolution
April 09, 2026
In the world of high-finance, "plumbing" is a term often used to describe the essential systems that allow money and securities to flow across the globe. For nearly two decades, Broadridge Financial...
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The New Infrastructure Titan: A Deep Dive into Prologis (PLD) and its European Expansion
April 09, 2026
Date: April 9, 2026 Introduction In the high-stakes world of industrial real estate, size usually dictates strength, but adaptability dictates survival. Prologis, Inc. (NYSE: PLD), the world’s largest...
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The Golden Divide: Why the Bloomberg Commodity Index is Crushing Competitors in 2026
April 09, 2026
As of early April 2026, the global commodities market has been defined by a singular, glittering force: the relentless ascent of gold. While broad-market indices have traditionally moved in lockstep, a...
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The Power Behind the Brain: A Deep Dive into Monolithic Power Systems (MPWR) in the AI Era
April 09, 2026
In the high-stakes arena of artificial intelligence, public attention often gravitates toward the "brains" of the operation—the massive graphics processing units (GPUs) and specialized accelerators...
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The Brains and the Limbs: A Deep-Dive into Teradyne’s (TER) AI-Driven Ascent
April 09, 2026
Introduction As of April 9, 2026, the global semiconductor landscape has been fundamentally reshaped by the relentless demand for Artificial Intelligence (AI) infrastructure. At the heart of this...
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Exxon Mobil (XOM) Deep Dive: The Return of the Supermajor in a $100 Oil World
April 09, 2026
As crude oil prices breach the $100 threshold once again in early 2026, the global energy landscape is undergoing a profound transformation. At the center of this storm stands Exxon Mobil Corporation...
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The Great Energy Test: A Deep Dive into Carnival Corp (CCL) and the 2026 Travel Rally Reversal
April 09, 2026
As of today, April 9, 2026, the global travel industry finds itself at a crossroads that few analysts predicted eighteen months ago. For Carnival Corp (NYSE: CCL), the world’s largest cruise operator,...
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The Golden Hangover: Inside the March 19 Mining Liquidity Rupture
April 09, 2026
The era of easy gains for precious metals took a violent turn on March 19, 2026, as a massive sell-off erased billions in market capitalization from the world’s leading mining firms and exchange-traded...
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The $200 Billion Bet: How Amazon Is Re-Engineering the AI Economy in 2026
April 09, 2026
As of April 9, 2026, the global technology landscape has shifted from the "app era" to the "infrastructure era." At the center of this tectonic shift stands Amazon.com, Inc. (NASDAQ: AMZN). Once...
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SHJ Wealth Advisors Opens $10 Million Position in iShares Defense Industrials Active ETF (IDEF)
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April 08, 2026
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Via
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Morgan Stanley Launches Low-Fee Bitcoin ETF To Rival BlackRock, Grayscale
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April 08, 2026
Morgan Stanley has launched a low-fee Bitcoin ETF (MSBT), undercutting competitors and signaling growing institutional adoption. Backed by strong partners like Coinbase and BNY.
Via
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