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home
about us
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Team Biographies
Firm ADV PDFs
Form CRS
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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
Total Asset Fund (TAF)
TAF sm Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
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Sample Portfolio
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
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
Featured Quarterly Newsletter
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Morgan Stanley
(NY:
MS
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Updated: 2:03 PM EDT, Mar 12, 2026
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Netflix Shares Surge 10% as Streaming Giant Abandons Warner Bros. Discovery Pursuit
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Morgan Stanley Direct Lending Fund (NYSE:MSDL) Reports Mixed Q4 2025 Results, Declares Dividend
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February 26, 2026
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The Paradox of Perfection: Analyzing Nu Holdings’ (NU) Sell-Off Amidst Record Growth
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The Everpure Era: Decoding Pure Storage’s $1 Billion Milestone and the Future of AI Data Cloud
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BlackRock Owns 24.3 Million Shares of IonQ. Here's What That Really Tells You About Quantum Computing Stocks.
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Netflix, Zscaler, Joby Aviation And A Financial Stock On CNBC's 'Final Trades'
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February 27, 2026
Stephanie Link, chief investment strategist at Hightower Advisors, chooses Truist Financial (TFC) as her final trade, supported by Morgan Stanley's upgrade. Rob Sechan picks Netflix (NFLX), Joshua...
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DUOL Stock Tumbles 24% Pre-Market Today: Wall Street Questions Growth Strategy, Monetization Pivot
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February 27, 2026
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NVDA Stock Rebounds In Premarket After Worst Drop In 10 Months; Analysts, Retail Investors Remain Optimistic
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February 27, 2026
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February 27, 2026
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Wall Street’s Golden Age Returns: The 2026 M&A Resurgence and the Rise of the Mega-Deal
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The Great Pivot: Analysts Bet on 'Goods over Services' as Consumer Balance Sheets Defy Gravity
February 26, 2026
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S&P 7,800: Morgan Stanley Forecasts a Broadening Bull Market Through 2026
February 26, 2026
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The $56 Billion Bet: TSMC Signals Infinite AI Demand with Historic 2026 Capex Boost
February 26, 2026
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Google Launches Nano Banana 2 With Faster Performance And Advanced Reasoning As AI Race Heats Up
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February 26, 2026
The new release arrives roughly six months after the company debuted the original Nano Banana, a product that quickly gained widespread attention.
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The Nvidia Weight: Inside the Giant Shaping the S&P 500's Fate
February 26, 2026
The global financial markets reached a critical crossroads this week as the final, most anticipated piece of the quarterly earnings puzzle fell into place. NVIDIA Corporation (NASDAQ:NVDA), the silicon...
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The Great AI Divide: Why Wall Street Rewarded Meta’s Pragmatism While Punishing Microsoft’s Ambition
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The Operating System of Commerce: A Deep-Dive into Shopify’s (SHOP) 2026 Outlook
February 26, 2026
As of February 26, 2026, Shopify Inc. (NYSE: SHOP) finds itself at a pivotal crossroads. After a historic recovery throughout 2024 and 2025 that saw the stock reclaim its status as a high-growth...
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The Agentic Pivot: A Deep-Dive Into Workday’s (WDAY) 2026 Strategy and Stock Outlook
February 26, 2026
As of February 26, 2026, Workday, Inc. (NASDAQ: WDAY) stands at a critical juncture in its twenty-year history. Once the undisputed darling of the cloud revolution, the enterprise software giant is...
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The AI Architect: A Deep-Dive into Dell Technologies’ Q4 2026 Results and the Future of AI Hardware
February 26, 2026
As of February 26, 2026, Dell Technologies (NYSE: DELL) has completed a historic transformation, shedding its legacy reputation as a commodity PC manufacturer to emerge as the primary architect of the...
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Cava Group (CAVA) Stock Jump: 2026 Sales Forecast Beats Estimates
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The Celsius Surge: Why the Market is Re-Energized by CELH’s Adjusted Earnings Beat
February 26, 2026
Today’s Date: February 26, 2026 Introduction In the high-stakes arena of the global beverage industry, few stories are as volatile or as rewarding as that of Celsius Holdings (NASDAQ: CELH). Once a...
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Trade Desk’s Soft Q1 Outlook Prompt Jefferies, Morgan Stanley To Reduce Price Targets
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February 26, 2026
Jefferies noted that management projected roughly 10% YoY revenue growth for the first quarter, below the Street’s 12% estimate, and signaled a margin decline of about 500 basis points compared with...
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CoreWeave Q4 Earnings: Navigating the $55 Billion AI Backlog and the Future of Neoclouds
February 26, 2026
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The Great Media Realignment: Analyzing Warner Bros. Discovery’s Q4 Results and the Battle for its Future
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As of February 26, 2026, Warner Bros. Discovery (Nasdaq: WBD) stands at a historic crossroads that could fundamentally reshape the global media landscape. Following the release of its Q4 and full-year...
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