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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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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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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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The Fortress of Wall Street: A Comprehensive Research Deep-Dive into JPMorgan Chase & Co. (NYSE: JPM)
January 13, 2026
As of January 13, 2026, JPMorgan Chase & Co. (NYSE: JPM) stands not just as a survivor of the various economic upheavals of the 21st century, but as the undisputed titan of the global financial...
Via
PredictStreet
Topics
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Economy
Should ETF Investors Consider CLOs? Inspirion Opens $25 Million CLOA Position
↗
January 13, 2026
BlackRock’s iShares AAA CLO Active ETF invests in AAA-rated CLOs, focusing on income and principal preservation in structured credit.
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
Fed Chair Jerome Powell Draws Support From Global Central Bankers Amid Trump DOJ Scrutiny
↗
January 13, 2026
Heads of the European Central Bank, the Bank of England, and Sveriges Riksbank on Tuesday came out in support of Powell.
Via
Stocktwits
Topics
Economy
Government
Nasdaq, S&P 500 Futures Edge Lower Ahead Of CPI, JPMorgan Earnings: Why MSFT, NVDA, ABBV, ABAT Are Also On Traders' Radar Today
↗
January 13, 2026
Retail sentiment remained mixed on Stocktwits, with a neutral view on SPY but growing bullishness around QQQ.
Via
Stocktwits
Topics
Artificial Intelligence
Credit Cards
ETFs
RWA Infrastructure Aura Finance Secures $5M Seed Round Led by Pantera and Founders Fund
January 12, 2026
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Ethereum Foundation Deploys $120M ‘DeFi War Chest’ to Reclaim Ecosystem Dominance from Solana
January 12, 2026
In a decisive move to solidify its position as the bedrock of decentralized finance, the Ethereum Foundation (EF) has officially finalized a landmark $120 million allocation into top-tier DeFi...
Via
BreakingCrypto
The Great February Exodus: Analyzing the Record $3.56 Billion Bitcoin ETF Outflow
January 12, 2026
The month of February 2025 has etched itself into the history books of the digital asset industry, not for a soaring rally, but for a staggering institutional retreat. In a dramatic reversal of the...
Via
BreakingCrypto
Topics
ETFs
Economy
Regulatory Compliance
Texas Legislation 2.0: Lone Star State Refiles Reserve Bill to Onboard Ethereum and Solana
January 12, 2026
AUSTIN, TEXAS — On January 12, 2026, Texas State Representative Giovanni Capriglione (R-Southlake) officially refiled a landmark piece of legislation aimed at drastically expanding the state's digital...
Via
BreakingCrypto
Topics
ETFs
Trump’s Tariff Shockwaves: Bitcoin Slumps to $89,060 as $516M Flees Spot ETFs
January 12, 2026
The "Trump Trade" that propelled the cryptocurrency market to historic heights throughout 2025 has met its most formidable adversary: the reality of a global trade war. Following the administration's...
Via
BreakingCrypto
Topics
Bonds
ETFs
Economy
The Digital Fort Knox: How the Trump Administration’s National Crypto Reserve is Redefining Global Finance
January 12, 2026
WASHINGTON, D.C. — As of January 12, 2026, the global financial landscape has been irrevocably altered by a series of tectonic shifts in U.S. policy. One year into the second Trump administration, the...
Via
BreakingCrypto
Topics
Artificial Intelligence
Economy
Government
Trump To Reportedly Interview BlackRock's Rick Rieder For Fed Chair Position: Here Are His Chances, According To Prediction Markets
↗
January 12, 2026
President Trump will interview Rieder on Thursday at the White House, marking it the final interview in the Fed Chair selection process.
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Stocktwits
Topics
Economy
Government
Institutional Crisis: Treasury Yields Spike as DOJ Subpoena Targets Fed Independence
January 12, 2026
The U.S. Treasury market was plunged into a state of historic volatility on Monday, January 12, 2026, as investors reacted to an unprecedented legal assault on the Federal Reserve’s independence....
Via
MarketMinute
Topics
Bonds
Economy
Fraud
The Great Unwinding: Why Global Capital is Fleeing the 'American Dream'
January 12, 2026
For over a decade, the mantra of global finance was "TINA"—There Is No Alternative to U.S. equities. But as of January 12, 2026, that era has come to a jarring halt. A powerful "Sell America" sentiment...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Law Enforcement
Institutional Fragility: JPMorgan Trading Desk Warns of Market Instability as Fed Independence Faces Unprecedented Threat
January 12, 2026
As of January 12, 2026, the long-simmering tensions between the executive branch and the Federal Reserve have reached a boiling point, sending shockwaves through global financial markets. Following a...
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MarketMinute
Topics
Bonds
Earnings
Economy
With the S&P 500 at an All-Time High to Start 2026, Is It Smart to Buy Stocks?
↗
January 09, 2026
After three years of remarkable gains, many fear the market could run out of steam in 2026.
Via
The Motley Fool
Topics
Artificial Intelligence
Stocks
Trump Bypasses Fed with $200 Billion Mortgage Bond Mandate, Sparking Rally in Lending Stocks
January 09, 2026
In a move that has sent shockwaves through the financial sector, President Donald Trump signed an executive order on January 8, 2026, directing the government-sponsored enterprises (GSEs) to purchase...
Via
MarketMinute
Topics
Bonds
Economy
Government
The Trillion-Dollar Pharmacist: A 2026 Deep Dive into Eli Lilly (LLY)
January 09, 2026
As of January 9, 2026, Eli Lilly and Company (NYSE:LLY) has transitioned from a stalwart of the American pharmaceutical industry to a global financial phenomenon. Having recently crossed the historic...
Via
PredictStreet
Topics
Earnings
Economy
Intellectual Property
AMD in 2026: The Systems-Led Challenger in the AI Super-Cycle
January 09, 2026
As of January 9, 2026, Advanced Micro Devices, Inc. (NASDAQ: AMD) stands at a pivotal crossroads in the global technology landscape. Once a perennial underdog in the shadow of giants, AMD has...
Via
PredictStreet
Topics
Artificial Intelligence
Bankruptcy
Earnings
Broadcom (AVGO) Deep Dive: The Silent Architect of the AI Revolution
January 09, 2026
Today’s Date: January 9, 2026 Ticker: (NASDAQ: AVGO) Introduction As we enter 2026, Broadcom Inc. (NASDAQ: AVGO) has evolved from a quiet giant of the semiconductor world into the indispensable...
Via
PredictStreet
Topics
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Netflix (NFLX): The Evolution from Streaming Pioneer to Global Media Hegemon
January 09, 2026
As of early 2026, Netflix, Inc. (NASDAQ: NFLX) has transcended its origins as a disruptive tech startup to become the undisputed gravity center of the global media ecosystem. While once categorized...
Via
PredictStreet
Topics
Artificial Intelligence
Amazon (AMZN) Deep Dive 2026: From the Everything Store to the Everything Engine
January 09, 2026
As of January 9, 2026, Amazon.com, Inc. (NASDAQ: AMZN) stands at a pivotal junction between its heritage as the world’s most dominant e-commerce platform and its future as a vertically integrated AI...
Via
PredictStreet
Topics
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Kratos Defense & Security Solutions (KTOS): The Rise of the Disruptive Prime and Attritable Mass
January 09, 2026
The following research report analyzes Kratos Defense & Security Solutions (NASDAQ: KTOS) as of January 9, 2026. PredictStreet provides deep-dive research and AI-driven insights into the...
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PredictStreet
Topics
Artificial Intelligence
ETFs
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The Treasure Hunt Moat: A Deep Dive into Ross Stores (ROST) and its 2026 Outlook
January 09, 2026
Today’s Date: January 9, 2026 Introduction In the landscape of American retail, few names evoke as much consistency and curiosity as Ross Stores, Inc. (NASDAQ: ROST). As we enter 2026, the retail...
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PredictStreet
Topics
Earnings
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Emissions
JPMorgan Chase & Co. (JPM): The Fortress Balance Sheet in the Age of AI – 2026 Deep Dive
January 09, 2026
As the financial world turns its eyes to the start of the 2026 earnings season next week, no institution commands more attention than JPMorgan Chase & Co. (NYSE: JPM). Often described as the "Fortress...
Via
PredictStreet
Topics
Artificial Intelligence
Credit Cards
Economy
The Memory Supercycle: A Deep Dive into Micron Technology (MU) in 2026
January 09, 2026
The narrative surrounding Micron Technology, Inc. (NASDAQ: MU) has undergone a fundamental transformation over the last 24 months. Once viewed as a cyclical commodity play—a stock that investors bought...
Via
PredictStreet
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Artificial Intelligence
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World Trade
Vistra Corp (VST) Deep Dive: The AI-Power Proxy of 2026
January 09, 2026
Today, January 9, 2026, Vistra Corp (NYSE: VST) stands at the epicenter of a historic realignment in the global energy sector. Once viewed as a cyclical utility play, Vistra has successfully rebranded...
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PredictStreet
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Industrial Metamorphosis: A Comprehensive Deep Dive into DuPont de Nemours (DD)
January 09, 2026
Today’s Date: January 9, 2026 Introduction In the annals of American industrial history, few names carry the weight of DuPont de Nemours, Inc. (NYSE: DD). Once a sprawling conglomerate synonymous with...
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Medtronic (MDT) Deep-Dive: Can the MedTech Giant Outpace the Market in 2026?
January 09, 2026
Date: January 9, 2026 Introduction As the global healthcare landscape undergoes a seismic shift toward personalized medicine and AI-integrated care, Medtronic plc (NYSE: MDT) stands at a critical...
Via
PredictStreet
Topics
Artificial Intelligence
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Product Recall
PDD Holdings (PDD) Deep Dive: The C2M Revolution and the Global Retail Battle of 2026
January 09, 2026
As of January 9, 2026, PDD Holdings Inc. (Nasdaq: PDD) stands as one of the most polarizing yet formidable forces in global commerce. Originally known for its meteoric rise in China as Pinduoduo, the...
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PredictStreet
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Precision Medicine and the Tubeless Revolution: An In-Depth Look at Insulet Corporation (PODD)
January 09, 2026
Today’s Date: January 9, 2026 Introduction In the rapidly evolving landscape of medical technology, few companies have managed to fundamentally reshape a multi-decade standard of care as successfully...
Via
PredictStreet
Topics
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World Trade
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