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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
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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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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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Event Schedule
Total Asset Fund (TAF sm) Presentation
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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 Amazon of the East Ascendant: Analyzing Coupang’s (CPNG) 10.8% Surge and Market Dominance
March 18, 2026
Today’s date is March 18, 2026. Introduction In the high-stakes arena of global e-commerce, few stories are as compelling as the rise of Coupang, Inc. (NYSE: CPNG). Once dismissed by skeptics as a...
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Initial Public Offering
Boiling Point Profits: How the 'Run It Hot' Economy is Igniting a New Era for Merger Arbitrage
March 18, 2026
As of March 18, 2026, the United States economy is operating under a bold new paradigm known as the "Run It Hot" framework. By deliberately prioritizing nominal growth and productivity over the rigid...
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Bonds
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The New Engine of Industrial Growth: A Deep Dive into GE Aerospace (NYSE: GE)
March 18, 2026
Today, March 18, 2026, GE Aerospace (NYSE: GE) stands as a testament to the power of strategic de-conglomeration. Two years after the final structural split that separated the historic General Electric...
Via
Finterra
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Economy
Emissions
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The Dragon Reimagined: Tencent’s AI Pivot and Global Gaming Dominance
March 18, 2026
In the volatile landscape of global technology, few entities command as much gravity as Tencent Holdings (OTCMKTS: TCEHY; HKG: 0700). Long considered the "everything company" of China, Tencent has...
Via
Finterra
Topics
Artificial Intelligence
Earnings
Economy
The Trillion-Dollar Unlock: How Private Equity’s ‘Buyout Revival’ is Redrawing the North American Market Map
March 18, 2026
As of March 18, 2026, the North American financial landscape is witnessing an unprecedented surge in private equity (PE) activity, marking what analysts have dubbed the "Buyout Revival." After nearly...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Stocks Fall as US PPI Jumps and Iran War Escalates
March 18, 2026
The S&P 500 Index ($SPX ) (SPY ) today is down -0.24%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.34%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.21%. March E-mini S&P futures...
Via
Barchart.com
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The Great Convergence: Magnificent Seven’s Earnings Hegemony Faces the 'S&P 493' Rebellion
March 18, 2026
As of March 18, 2026, the era of "two-speed" market growth—defined by a handful of tech titans dragging the rest of the world behind them—is reaching a critical inflection point. For much of the past...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Retirement
The Warsh Doctrine: Trump’s Fed Nominee Signals a Radical Shift Toward 'AI-First' Economics
March 18, 2026
The global financial landscape shifted on its axis this quarter as President Donald Trump officially nominated former Federal Reserve Governor Kevin Warsh to succeed Jerome Powell as the next Chair of...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
ETFs
Gold Shatters Records: Spot Prices Hit $4,380 as Central Banks and Geopolitical Volatility Fuel a 'New Era' for Bullion
March 18, 2026
The global financial landscape reached a historic milestone this week as spot gold prices surged to an unprecedented all-time high of approximately $4,380 per ounce. This rally, which has seen the...
Via
MarketMinute
Topics
ETFs
Economy
Initial Public Offering
Doctor Copper’s Fever Breaks: Record Highs Give Way to Reversal Amid Goldman Sachs Warning
March 18, 2026
As of March 18, 2026, the global copper market is grappling with a stark reality check. After a historic rally that saw the "red metal" soar to unprecedented heights in late 2025 and January of this...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
World Trade
Global Energy Powers Deploy 400 Million Barrels from Strategic Reserves to Combat $100 Oil
March 18, 2026
In a massive, coordinated attempt to halt a vertical climb in global energy prices, the United States and the International Energy Agency (IEA) have authorized the largest emergency oil release in...
Via
MarketMinute
Topics
Economy
Energy
Goldman Sachs Raised the US Recession Probability to 25% — Here's What the Iran War and Rising Oil Prices Mean for Your Job Security
↗
March 18, 2026
Via
Benzinga
Topics
Economy
Nvidia To Rally Around 79%? Here Are 10 Top Analyst Forecasts For Wednesday
↗
March 18, 2026
Top analysts changed outlook on top names. Mizuho, Needham, Rothschild & Co, HC Wainwright & Co, Stifel, BTIG, Goldman Sachs made changes.
Via
Benzinga
Crypto News: Pepeto Layer 2 DeFi Tools Update While XRP Price Targets $10 and Shiba Inu Elon Musk Pattern Builds
March 17, 2026
Pepeto just announced a Layer 2 DeFi tools update, and the reaction across every crypto community was immediate. The presale
Via
First Publisher
Topics
Artificial Intelligence
ETFs
Crypto News: Pepeto Announces DeFi Tools Update And XRP Price Prediction Signals Breakout While Shiba Inu Pattern Returns
March 17, 2026
Pepeto just announced a major update to its DeFi tools suite across its exchange, and the timing is worth paying
Via
First Publisher
Topics
Artificial Intelligence
ETFs
Economy
Wall Street Rebounds: Financial Giants Lead Market Surge as Sector Recovery Gains Momentum
March 17, 2026
NEW YORK — In a resounding show of resilience, the financial sector powered a significant market rally on Tuesday, March 17, 2026. Leading the charge, shares of investment banking titans Morgan Stanley...
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MarketMinute
Topics
Artificial Intelligence
Credit Cards
ETFs
Japan’s Mizuho Upends Wall Street Hierarchy with Second Consecutive ‘Best Bank’ Honor
March 17, 2026
NEW YORK — In a move that signals a definitive shift in the global financial pecking order, Mizuho Financial Group (NYSE:MFG) was named the "Best Bank for Corporate Banking in the U.S." by Crisil...
Via
MarketMinute
Fed Convenes Amid Geopolitical Oil Shock: A ‘Hawkish Hold’ Looms as Stagflation Fears Mount
March 17, 2026
WASHINGTON, D.C. — The Federal Reserve kicked off its second policy meeting of the year today, March 17, 2026, under a shadow of global instability and domestic economic contradictions. As the Federal...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Crude Oil Rallies as Iranian Attacks Disrupt Middle Eastern Supplies
March 17, 2026
April WTI crude oil (CLJ26 ) on Tuesday closed up +2.71 (+2.90%), and April RBOB gasoline (RBJ26 ) closed up +0.1231 (+4.10%). Crude oil and gasoline prices rallied sharply on Tuesday, with gasoline...
Via
Barchart.com
Topics
Energy
The March 2026 Shutdown Crisis: Markets on Edge as TSA and Data Delays Mount
March 17, 2026
The United States enters its second month of a bruising partial government shutdown this March 17, 2026, as a legislative stalemate over Department of Homeland Security (DHS) funding continues to...
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MarketMinute
Topics
Economy
Immigration
The Trillion-Dollar Handshake: How the 2026 M&A Boom is Redefining Global Capitalism
March 17, 2026
The global financial landscape is currently navigating a period of unprecedented consolidation as the "Great M&A Surge of 2026" continues to gather momentum. Following a landmark year in 2025, where...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
The Grand Divergence: Finance Surges as Health Care Braces for a Historic Q1 Earnings Slump
March 17, 2026
As the first quarter of 2026 draws to a close, the S&P 500 is witnessing one of the most dramatic sector performance splits in recent financial history. According to consensus estimates as of March 17,...
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MarketMinute
Topics
Earnings
Economy
Initial Public Offering
Crude Oil Prices Gain as Iran Renews Attacks on Middle East Energy Infrastructure
March 17, 2026
April WTI crude oil (CLJ26 ) today is up +1.41 (+1.51%), and April RBOB gasoline (RBJ26 ) is up +0.0849 (+2.83%). Crude oil and gasoline prices are moving sharply higher today, with gasoline posting a...
Via
Barchart.com
Topics
Energy
Stocks Climb on Strength in Chip and Travel Stocks
March 17, 2026
The S&P 500 Index ($SPX ) (SPY ) today is up +0.64%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.59%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.80%. March E-mini S&P futures...
Via
Barchart.com
Topics
Bonds
Energy
Government
Diesel Above $5 For The First Time Since 2022: Goldman Warns The Real Energy Crisis Isn't Crude
↗
March 17, 2026
Diesel prices top $5 for the first time since 2022 as crack spreads approach $64 per barrel. Goldman Sachs warns refined fuels—not crude—are driving the energy shock.
Via
Benzinga
Topics
Energy
Iron Meets Silicon: A Deep-Dive into the Future of Deere & Company (NYSE: DE)
March 17, 2026
As of March 17, 2026, Deere & Company (NYSE: DE) stands at a pivotal crossroads between its 189-year heritage as a blacksmith-founded manufacturer and its future as a global technology powerhouse....
Via
Finterra
Topics
Artificial Intelligence
Economy
Emissions
The Fortress at the Crossroads: A 2026 Deep-Dive Research Report on JPMorgan Chase (JPM)
March 17, 2026
As of March 17, 2026, JPMorgan Chase & Co. (NYSE: JPM) stands not just as the largest bank in the United States, but as a global financial titan that has redefined the concept of the "fortress balance...
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Finterra
Topics
Artificial Intelligence
ETFs
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The New King of Corporate Banking: How Mizuho Conquered the U.S. Market
March 17, 2026
In a move that signals a tectonic shift in the hierarchy of American high finance, Mizuho Financial Group (NYSE:MFG) has been named the "Best Bank for Corporate Banking in the U.S." by Crisil Coalition...
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MarketMinute
Topics
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Initial Public Offering
SentinelOne Strikes Gold: Options Surge as AI-Native Security Firm Hits Profitability Milestone
March 17, 2026
The cybersecurity landscape witnessed a seismic shift this week as SentinelOne (NYSE: S) reported its fiscal fourth-quarter 2026 results, crossing the prestigious $1 billion annual revenue threshold...
Via
MarketMinute
Topics
Artificial Intelligence
Derivatives
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Stocks Supported by Lower Bond Yields
March 17, 2026
The S&P 500 Index ($SPX ) (SPY ) today is up +0.80%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.88%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.93%. March E-mini S&P futures...
Via
Barchart.com
Topics
Bonds
Energy
Government
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