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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
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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
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Quarterly Performance Reports
Market Value Securities (MVS)
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
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
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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
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BlackRock
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The Dual-Engine Era: A 2026 Deep-Dive Research Report on Microsoft (MSFT)
January 19, 2026
The following feature is presented by Finterra. Date: January 19, 2026 Ticker: Microsoft Corporation (NASDAQ: MSFT) Current Price (Approx.): $465.00 Market Cap: $3.45 Trillion Introduction As we move...
Via
Finterra
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Intellectual Property
The AI Energy Nexus: A Deep Dive into Meta Platforms’ (META) 2026 Strategy
January 19, 2026
Today’s Date: January 19, 2026 Introduction As we enter 2026, Meta Platforms (NASDAQ: META) has successfully navigated one of the most complex corporate transformations in modern history. Once written...
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The Nuclear Renaissance: Why Vistra Corp is the Bedrock of the AI Era
January 19, 2026
Today’s Date: January 19, 2026 Introduction In the financial annals of the mid-2020s, the most significant story wasn’t found in a Silicon Valley garage or a generative AI software lab, but in the...
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Finterra
Topics
Artificial Intelligence
Bankruptcy
Economy
The New Era of Johnson & Johnson: A 2026 Deep-Dive Research Feature
January 19, 2026
As of January 19, 2026, Johnson & Johnson (NYSE: JNJ) stands as a radically different enterprise than the one most investors recognized just three years ago. Following the successful spin-off of its...
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Finterra
Topics
Artificial Intelligence
Bankruptcy
Economy
GE Aerospace: The New Gold Standard in Global Propulsion and Defense
January 19, 2026
As of January 19, 2026, the industrial landscape of the United States has been fundamentally redefined by the emergence of GE Aerospace (NYSE: GE) as a standalone powerhouse. Once the sprawling...
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Finterra
Topics
Earnings
Economy
Product Recall
BlackRock's Rick Rieder Reportedly Among Final Contenders For Fed Chair Role
↗
January 19, 2026
BlackRock Inc (NYSE: BLK) executive Rick Rieder has reportedly made it too the list of finalists for the job of Federal Reserve Chairman.
Via
Benzinga
Topics
Economy
2 Big Reasons to Buy Ethereum Before the Second Quarter of 2026
↗
January 19, 2026
If these two things happen, Ethereum could skyrocket in value in 2026.
Via
The Motley Fool
Topics
Government
A Big Ruling Is Looming on President Trump's Tariffs. This Magnificent ETF Can Help You Hedge Against Any Potential Stock Market Turmoil.
↗
January 19, 2026
This BlackRock ETF beat the S&P 500 in 2025, in the face of the Trump administration's aggressive trade policies.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Economy
The iShares Core US Aggregate Bond ETF (AGG) Offers Broader Diversification Than the iShares 3-7 Year Treasury Bond ETF (IEI)
↗
January 18, 2026
Expense ratios, yield, and risk profiles set these two bond ETFs apart—here’s what investors should weigh before choosing.
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The Motley Fool
Topics
Bonds
ETFs
5 Durable Stocks to Buy With $5,000 and Hold Forever
↗
January 17, 2026
These five companies have sound businesses and can form a strong foundation for your diversified investment portfolio.
Via
The Motley Fool
Topics
Bonds
Credit Cards
Is Bitcoin a Millionaire Maker?
↗
January 17, 2026
The world's leading cryptocurrency has made early adopters incredibly wealthy.
Via
The Motley Fool
S&P 500 Financial Titan BlackRock Leads Five Stocks To Watch
↗
January 17, 2026
BlackRock and GE Aerospace are in buy areas.
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Investor's Business Daily
Topics
Stocks
Supply Chain
Ethereum Co-founder Vitalik Vows To ‘Take Back Lost Ground’ In 2026
↗
January 17, 2026
Vitalik Buterin said on X that Ethereum is done compromising its values for mainstream adoption and will refocus on trustlessness and autonomy.
Via
Stocktwits
The $52K Floor: Why Prediction Markets are Hedging Against a Bitcoin ‘Black Swan’ in Early 2026
January 16, 2026
As Bitcoin (BTC) hovers near the $95,600 mark this January 16, 2026, a curious divergence is emerging between the exuberant headlines of traditional finance and the cold, calculated skepticism of...
Via
PredictStreet
Topics
ETFs
Economy
Government
The Revenue Paradox: State Street’s Record Assets Met With Investor Skepticism as Costs Climb
January 16, 2026
In a striking display of the "beat-and-drop" phenomenon, State Street Corporation (NYSE: STT) reported fourth-quarter 2025 results on January 16, 2026, that highlighted a growing tension in the custody...
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MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
BlackRock to Change Primary Listing Venue for Four iShares ETFs
January 16, 2026
From
BlackRock
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Why Flutter Entertainment (FLUT) Shares Are Sliding Today
January 16, 2026
Shares of global online betting powerhouse Flutter Entertainment (NASDAQ:FLUT) fell 3.9% in the morning session after Wells Fargo downgraded the company's stock from Overweight to Equal-Weight and cut...
Via
StockStory
Topics
Artificial Intelligence
The "Market-Master" at the Helm? Rick Rieder's White House Interview for Fed Chair Signals a Regime Shift
January 16, 2026
In a move that has sent ripples through the global financial corridors, reports have surfaced that Rick Rieder, the Chief Investment Officer of Global Fixed Income at BlackRock (NYSE: BLK), was...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
BlackRock Shatters Records as Q4 Inflows Surge; Rick Rieder Emerges as Frontrunner for Fed Chair
January 16, 2026
BlackRock (NYSE:BLK) has kicked off the 2026 earnings season with a resounding statement of dominance, reporting fourth-quarter results that exceeded even the most optimistic Wall Street projections....
Via
MarketMinute
Topics
Bonds
ETFs
Earnings
The Evolution of e.l.f. Beauty (ELF): From $1 Disruptor to Multi-Brand Powerhouse
January 16, 2026
The story of e.l.f. Beauty (NYSE: ELF) is one of the most compelling narratives in the modern consumer discretionary sector. Once a niche brand known for selling $1 cosmetics in the corners of retail...
Via
Finterra
Topics
Economy
Initial Public Offering
World Trade
Silicon to Systems: A Deep-Dive into Synopsys (SNPS) and the AI Chip Revolution
January 16, 2026
As of January 16, 2026, the global technology landscape is undergoing a radical shift from software-centric development to a "Silicon to Systems" paradigm. At the heart of this transformation sits...
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Finterra
Topics
Artificial Intelligence
Earnings
Economy
Senate Gridlock Rattles Crypto Markets: Coinbase and MicroStrategy Shares Tumble as "CLARITY Act" Hits Legislative Wall
January 16, 2026
Shares of digital asset heavyweights MicroStrategy (NASDAQ: MSTR) and Coinbase Global, Inc. (NASDAQ: COIN) faced a sharp sell-off during mid-January trading as hopes for comprehensive U.S. crypto...
Via
MarketMinute
Topics
Credit Cards
ETFs
Regulatory Compliance
Senate Stalls 'Clarity Act' After Coinbase Reversal: The Future of US Crypto Regulation in Flux
January 16, 2026
The push for comprehensive federal cryptocurrency regulation in the United States hit a significant and unexpected wall this week as the Senate Committee on Banking, Housing, and Urban Affairs abruptly...
Via
MarketMinute
Topics
ETFs
Economy
Regulatory Compliance
Navigating the High Seas of Growth: A Deep-Dive on Royal Caribbean Group (RCL)
January 16, 2026
Date: January 16, 2026By: Staff Financial Correspondent Introduction As the sun rises over the Port of Miami on this January morning in 2026, the silhouette of the Star of the Seas—the newest titan in...
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Finterra
Topics
Emissions
Shopify’s New Era: Why Wall Street is Bullish on the Commerce Operating System
January 16, 2026
As we enter early 2026, few companies in the technology sector have demonstrated a more successful strategic pivot than Shopify (NYSE: SHOP). Once perceived as a high-growth but margin-dilutive...
Via
Finterra
Topics
Artificial Intelligence
Economy
Lawsuit
Deep-Dive Research Feature: Halliburton (HAL) and the New Energy Cycle
January 16, 2026
In the shifting landscape of global energy, few companies serve as a more accurate barometer for the industry's health than Halliburton. As of January 16, 2026, the oilfield services giant finds itself...
Via
Finterra
Topics
Emissions
The Lifestyle Powerhouse: Urban Outfitters’ Strategic Evolution and Record Sales Era
January 16, 2026
In the volatile world of fashion retail, few companies have managed to navigate the transition from a niche college-town boutique to a multi-brand, multi-channel global powerhouse as effectively as...
Via
Finterra
Topics
Economy
World Trade
Macy’s (M): Can ‘A Bold New Chapter’ Save the American Icon?
January 16, 2026
Date: January 16, 2026 Introduction In the high-stakes world of American retail, few names carry as much historical weight—or have faced as much skepticism—as Macy’s, Inc. (NYSE: M). For the better...
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Finterra
Topics
Artificial Intelligence
Credit Cards
Earnings
Copper’s Bellwether: A Deep-Dive into Freeport-McMoRan (FCX)
January 16, 2026
The global push for electrification and the surging energy demands of artificial intelligence have placed copper at the center of the modern industrial map. Standing at the forefront of this movement...
Via
Finterra
Topics
Artificial Intelligence
Bankruptcy
Economy
Luxury Resilience: A Deep-Dive Research Report on Toll Brothers (TOL) in 2026
January 16, 2026
Date: January 16, 2026 Introduction In an era where the United States housing market has been defined by interest rate volatility and inventory shortages, Toll Brothers, Inc. (NYSE: TOL) has emerged as...
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ETFs
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