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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
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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
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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TAF sm Program
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Back Dated Performance Reports
Quarterly Performance Reports
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TAV Program
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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
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Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
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Event Schedule
Total Asset Fund (TAF sm) Presentation
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Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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Treasuries
(TSX:
BRK
)
35.95
-0.06 (-0.17%)
Streaming Delayed Price
Updated: 3:58 PM EDT, Aug 21, 2026
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Prediction: Filings in February Will Show Warren Buffett Made 1 Investment for the Third and Final Time in His Tenure at Berkshire Hathaway
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January 15, 2026
Warren Buffett made $97 million the last time he bought this misunderstood asset.
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Here's where I have the most money invested right now.
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Warren Buffett Stepped Down, but His Timeless Investment Advice Can Help You Build Wealth for Years to Come
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Warren Buffett used a simple long-term investment strategy to turn Berkshire Hathaway into a trillion-dollar conglomerate.
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January 14, 2026
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January 13, 2026
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January 13, 2026
The emergence of AI and a legal victory lifted the stock.
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Up 40% In 2025, Warren Buffett Sold This Top Stock Before Its Hot Streak. Is It Too Late To Buy Now?
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January 13, 2026
Former Berkshire Hathaway CEO Warren Buffett had a lot of hits in his illustrious career, but there were some misses, too.
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It's Official: Warren Buffett Has Retired. But Here Are 3 Ways to Continue Benefiting From His Investing Wisdom in 2026.
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January 11, 2026
Buffett isn't completely disappearing from the investing scene.
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Billionaire Bill Gates Has 59% of His Foundation's $38 Billion Portfolio Invested in 3 Phenomenal Stocks
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January 11, 2026
The foundation is heavily concentrated in value stocks instead of high-flying tech stocks that made its founder wealthy.
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1 Reason Now Is a Great Time to Buy Berkshire Hathaway Stock
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January 11, 2026
Berkshire Hathaway has just undergone a huge change, but one fact has remained constant.
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Warren Buffett Left Wall Street 3 Deafening Warnings Before Retiring. Was Anyone Paying Attention?
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January 10, 2026
Before his retirement, Warren Buffett made some interesting moves within Berkshire Hathaway's portfolio.
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Palantir Billionaire Peter Thiel Bought 2 Stocks Warren Buffett and Bill Gates Sold. Who's Right?
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January 09, 2026
These billionaires are at odds with one another on two stocks near and dear to Gates and Buffett.
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Berkshire Bought the Dip—Now Constellation Brands Is Rebounding
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January 09, 2026
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If This Warren Buffett Stock Plunged by 99% Today, It Would Still Have Outperformed the S&P 500 Since 1965
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January 09, 2026
This is a case study in the value of compounding, brought to you by investing legend Warren Buffett.
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74% of the $317 Billion Portfolio Warren Buffett Left for Berkshire Hathaway's New CEO, Greg Abel, Is Invested in These 8 Unstoppable Stocks in 2026
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January 09, 2026
The Oracle of Omaha has long favored concentrating capital in his best ideas, which is a belief that will continue under Berkshire's new CEO, Greg Abel.
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Where Will Sirius XM Stock Be in 3 Years?
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January 08, 2026
A lot can happen between now and 2029, and it may actually be pretty good for investors.
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While Retail Investors Are Bullish on AI Stocks, Famed Investor Warren Buffett Retired Being Bearish. Will the Stock Market Crash or Rally in 2026?
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January 08, 2026
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3 Dirt Cheap Stocks to Buy With $1,000 Right Now
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January 08, 2026
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Investing Legend Warren Buffett Made This Surprising Buy Before Retiring. Is This Stock Right for You?
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January 07, 2026
Buffett directed Berkshire Hathaway's investing through the last quarter of 2025.
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Where Will Berkshire Hathaway Stock Be in 1 Year?
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January 07, 2026
The conglomerate can still grow without Warren Buffett at the helm.
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Before Retiring, Warren Buffett Sold Apple and Bank of America Stock and Bought This Incredible Stock That's Up 78% in 6 Months
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January 07, 2026
Buffett's last big buy could be another great opportunity for investors.
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Warren Buffett's Legacy: 3 of His Favorite Stocks to Buy and Hold Forever
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January 07, 2026
People retire, ideas don't.
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What Is the Plan for Berkshire Hathaway's $300 Billion Equity Portfolio Following Warren Buffett's Retirement?
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January 07, 2026
Berkshire's closely watched equity portfolio has a new portfolio manager with big shoes to fill.
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Warren Buffett's Partner, Charlie Munger, Put Almost All His Money Into 3 Investments: Here's How They're Doing Now
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January 06, 2026
Billionaire Charlie Munger said diversification is for "know-nothing investors." How did his three investments hold up?
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Berkshire Hathaway CEO Gets 19% Pay Hike In First Year At Top Job
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January 06, 2026
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January 06, 2026
Coca-Cola, American Express, and Moody's are all evergreen stocks.
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3 Stocks Greg Abel, Warren Buffett's Successor, May Be Watching in 2026
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January 06, 2026
New leadership often comes with a new mindset.
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3 Lessons From Investing Legend Warren Buffett to Carry Into 2026
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January 06, 2026
Warren Buffett is no longer CEO of Berkshire Hathaway, but his legacy will live on.
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3 Warren Buffett Stocks to Buy Hand Over Fist in January 2026
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January 06, 2026
The Oracle of Omaha has retired, but you can still lean on his investing expertise with the three stocks currently held in the Berkshire Hathaway portfolio.
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Prediction: Here Are 3 Stocks Warren Buffett's Successor Greg Abel Is Likely to Buy in 2026
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January 06, 2026
These stocks appear to be right up Greg Abel's alley.
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Topics
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