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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
member log-in
contact us
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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
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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
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Total Asset Fund (TAF)
TAF® Program
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Additional Information
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Back Dated Performance Reports
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Event Schedule
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Market Value Securities (MVS sm) Presentation
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Calendar of Events
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Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
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Morgan Stanley
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Stock Market Today, May 27: Micron Extends Rally on AI Chip Momentum, U.S. Markets Inch Higher
↗
May 27, 2026
On May 27, 2026, Micron’s latest surge kept AI chips in focus even as broader U.S. benchmarks barely budged.
Via
The Motley Fool
Topics
Artificial Intelligence
Stocks
Why Applovin Rallied Today
↗
May 27, 2026
The emerging digital advertising giant received a boost from a Wall Street analyst today.
Via
The Motley Fool
Topics
Artificial Intelligence
Ted Pick to Speak at the Annual Morgan Stanley U.S. Financials Conference
May 27, 2026
From
Morgan Stanley
Via
Business Wire
AppLovin Stock Surges Past Key Level As Analyst Offers Bullish View
↗
May 27, 2026
AppLovin stock rallied more than 10% Wednesday, with shares likely helped by positive analyst commentary from Morgan Stanley.
Via
Investor's Business Daily
Record Revenue, Rising Dividends—So Why Aren't Analysts Saying Buy?
↗
May 27, 2026
Piper Sandler stock delivered record revenue growth and rising dividends, but analysts remain cautious about cyclical investment banking risks.
Via
MarketBeat
Topics
Bonds
AAPL Surges 15% In May: What's Driving The Rally And Will It Continue?
↗
May 27, 2026
BofA sees Apple (AAPL) hitting $380 on its agentic AI thesis. But skeptics from CFRA to Morgan Stanley and prediction market traders aren't convinced.
Via
Benzinga
Topics
Artificial Intelligence
AI Valuations 'On A Tear'? Why Morgan Stanley Is Pushing Energy Stocks Like SLB, Plus Gold
↗
May 27, 2026
With tech 'on a tear,' Morgan Stanley's Kathleen Entwistle says to diversify into SLB, gold, and real assets to hedge against inflation.
Via
Benzinga
Topics
Artificial Intelligence
Do Wall Street Analysts Like Everest Group Stock?
May 27, 2026
Everest Group has underperformed the broader market over the past year, and analysts remain moderately optimistic about the stock’s prospects.
Via
Barchart.com
Topics
ETFs
Broadridge Financial Stock Outlook: Is Wall Street Bullish or Bearish?
May 26, 2026
Broadridge Financial has considerably underperformed the broader market over the past 52 weeks, yet Wall Street analysts maintain a moderately optimistic outlook about the stock’s prospects.
Via
Barchart.com
Topics
ETFs
Earnings
Why Honeywell Stock Topped the Market on Tuesday
↗
May 26, 2026
It provided key details of a closely watched upcoming IPO.
Via
The Motley Fool
Topics
Initial Public Offering
Fully Self-Driving Technology Positions Tesla Stock for Another Wave of Value Creation
May 26, 2026
Tesla’s fully self-driving ambitions could unlock a new phase of long-term value creation as advances in autonomous technology, robotaxis, and AI-driven mobility reshape the company’s growth outlook.
Via
Barchart.com
Topics
Artificial Intelligence
Electric Vehicles
Do Wall Street Analysts Like Corpay Stock?
May 26, 2026
Even though Corpay has lagged behind the SPX over the past year, Wall Street analysts remain moderately optimistic about the stock’s prospects.
Via
Barchart.com
Topics
ETFs
Is Wall Street Bullish or Bearish on West Pharmaceutical Services Stock?
May 26, 2026
West Pharmaceutical Services has considerably outperformed the broader market over the past 52 weeks, and Wall Street analysts maintain a highly optimistic outlook about the stock’s prospects.
Via
Barchart.com
Topics
ETFs
Why Marvell Technology Stock Just Popped
↗
May 26, 2026
It's good news all around for Marvell stock on Tuesday.
Via
The Motley Fool
Topics
Artificial Intelligence
Supply Chain
Is Wall Street Bullish or Bearish on IDEXX Laboratories Stock?
May 26, 2026
Although IDEXX Laboratories has lagged the broader market over the past year, Wall Street analysts remain fairly bullish about the company’s long-term growth prospects.
Via
Barchart.com
Topics
ETFs
Arthur J. Gallagher Stock Outlook: Is Wall Street Bullish or Bearish?
May 26, 2026
Arthur J. Gallagher has underperformed the broader market over the past year, yet analysts remain moderately optimistic about the stock’s prospects.
Via
Barchart.com
Topics
ETFs
Are Wall Street Analysts Bullish on Charles River Laboratories Stock?
May 26, 2026
Charles River Laboratories has underperformed the S&P 500 over the past 52 weeks, yet Wall Street analysts maintain a highly optimistic outlook about the stock’s prospects.
Via
Barchart.com
Topics
ETFs
Stocks
Eli Lilly Just Got a Huge Vote of Confidence From Morgan Stanley -- and It's All About Mounjaro
↗
May 25, 2026
The efficacy of Eli Lilly's new, still-in-development GLP-1 drug is gaining attention, but don't forget its older GLP-1 drugs just yet.
Via
The Motley Fool
Topics
Intellectual Property
What Are Wall Street Analysts' Target Price for Paychex Stock?
May 25, 2026
As Paychex has underperformed relative to the broader market over the past year, Wall Street analysts maintain a cautious outlook on the stock’s prospects.
Via
Barchart.com
Topics
ETFs
Retirement
CMS Energy Stock: Analyst Estimates & Ratings
May 25, 2026
While CMS Energy has lagged behind the broader market over the past year, Wall Street analysts maintain a moderately optimistic outlook about the stock’s prospects.
Via
Barchart.com
Topics
ETFs
Energy
Are Wall Street Analysts Predicting Expand Energy Stock Will Climb or Sink?
May 25, 2026
Despite Expand Energy’s underperformance compared to the broader market over the past year, Wall Street analysts remain very bullish in the company’s long-term growth trajectory.
Via
Barchart.com
Topics
Energy
What Are Wall Street Analysts' Target Price for Raymond James Stock?
May 25, 2026
Although Raymond James has lagged the broader market over the past year, Wall Street analysts remain moderately optimistic about the company’s long-term outlook.
Via
Barchart.com
Topics
ETFs
F5 Stock: Is Wall Street Bullish or Bearish?
May 25, 2026
F5 has outpaced the S&P 500 Index over the past year, and analysts are fairly bullish on its future outlook.
Via
Barchart.com
Topics
Artificial Intelligence
ETFs
Stocks
Elon Musk Wants Small Investors to Buy the SpaceX IPO. Here’s Why You Shouldn’t.
May 22, 2026
SpaceX’s historic IPO is drawing huge retail interest, but history shows mega IPOs often stumble after launch-day excitement fades. Valuation and hype may outweigh opportunity for now.
Via
Barchart.com
Topics
Artificial Intelligence
Initial Public Offering
Synopsys Stock: Is Wall Street Bullish or Bearish?
May 22, 2026
Synopsys has underperformed the broader market over the past year, but analysts are cautiously optimistic about the stock’s prospects.
Via
Barchart.com
Topics
ETFs
Northern Trust Stock: Analyst Estimates & Ratings
May 22, 2026
Although Northern Trust has exceeded the broader market over the past 52 weeks, Wall Street analysts remain cautious about the stock's prospects.
Via
Barchart.com
Topics
ETFs
Analysts Think DRAM Prices Are Headed Higher Through 2027. That’s Reason to Buy Micron Stock
May 22, 2026
DRAM prices are rising fast on tight supply and AI demand, giving Micron a strong pricing tailwind through 2027.
Via
Barchart.com
Topics
Artificial Intelligence
Bonds
Hour Children and Mental Health Innovations Teams Win Morgan Stanley’s 2026 Strategy Challenge Supporting Nonprofits in the U.S. and the UK
May 21, 2026
From
Morgan Stanley
Via
Business Wire
Dear Future OpenAI Stock Investors, Mark Your Calendars for May 22
May 21, 2026
Wall Street is watching May 22 closely as OpenAI reportedly prepares for a potentially confidential IPO filing.
Via
Barchart.com
Topics
Artificial Intelligence
Initial Public Offering
2 Software Stocks Turning AI Fears Into Fundamental Gains
↗
May 21, 2026
Atlassian and Datadog both surged more than 30% after strong Q1 2026 earnings, suggesting AI is a tailwind for some software stocks rather than a threat.
Via
MarketBeat
Topics
Artificial Intelligence
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