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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
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)
MVS Program
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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
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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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Nasdaq OMX Group
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97.27
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Updated: 10:23 AM EDT, Aug 20, 2026
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Walmart Will Make Stock Market History on Dec. 9 -- and It Can Top This Feat in 2026
↗
December 01, 2025
The puzzle pieces are in place for the world's largest retailer by revenue to reach a milestone in 2026 that only a dozen public companies globally have achieved.
Via
The Motley Fool
Topics
Artificial Intelligence
Bonds
Economy
CME Group Outage Sparks Gold Rush: A Wake-Up Call for Global Financial Infrastructure
November 28, 2025
Global financial markets were thrown into disarray on November 27-28, 2025, as a critical technical outage at CME Group (NASDAQ: CME), the world's largest derivatives marketplace, temporarily froze...
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HBAR Ignites Post-Thanksgiving Rally with 2.5% Surge, Fueled by Institutional Inflows and Derivatives Optimism
November 28, 2025
San Francisco, CA – November 28, 2025 – Hedera's native cryptocurrency, HBAR, has captured significant market attention with a recent 2.5% surge, pushing its price to $0.1494. This impressive move,...
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CME Group Technical Outage Jolts Markets on Black Friday, Underscoring Fragility of Financial Infrastructure
November 28, 2025
Chicago, IL – A significant technical outage at the CME Group (NASDAQ: CME), the world's largest derivatives marketplace, sent ripples through global financial markets on Friday, November 28, 2025. The...
Via
MarketMinute
Topics
Derivatives
Regulatory Compliance
Stocks
CME Technical Outage Rocks US Stock Indexes, Prompts Calls for Enhanced Resilience
November 28, 2025
Chicago, IL – November 28, 2025 – A significant technical outage at the Chicago Mercantile Exchange (CME) Group, the world's largest derivatives marketplace, sent ripples through global financial...
Via
MarketMinute
Topics
Artificial Intelligence
Derivatives
Economy
Price Over Earnings Overview: Nasdaq
↗
October 30, 2025
Via
Benzinga
Nasdaq AxiomSL Expands RegTech Deployment with Revolut, Accelerating Global Growth
November 26, 2025
Integrated regulatory reporting and risk platform to support Revolut’s expanding global footprint
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SEC's Green Light: New Guidelines Pave the Way for an Accelerated Crypto ETF Landscape
November 25, 2025
The U.S. Securities and Exchange Commission (SEC) has ushered in a transformative era for cryptocurrency investments with the introduction of significant new guidelines in 2025. These regulatory shifts...
Via
MarketMinute
Topics
Derivatives
ETFs
Regulatory Compliance
Holiday Hues and Trading Blues: How Thanksgiving and Black Friday Reshape Financial Markets
November 25, 2025
As the U.S. prepares to feast and shop, the financial markets brace for a predictable yet impactful shift. With Thanksgiving Day (November 27, 2025) and Black Friday (November 28, 2025) on the horizon,...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
The Digital Dawn: Tokenized Stocks Poised to Reshape Global Financial Markets
November 24, 2025
A quiet revolution is brewing in the staid world of finance, threatening to upend centuries-old practices of how company ownership is recorded, traded, and settled. The concept of "stocks on a...
Via
MarketMinute
Topics
Bonds
Derivatives
Economy
Why Walmart Stock Popped Today
↗
November 20, 2025
The discount titan's reputation for value is resonating with cash-strapped consumers.
Via
The Motley Fool
This Nasdaq Analyst Turns Bullish; Here Are Top 5 Upgrades For Thursday
↗
November 20, 2025
Via
Benzinga
Layoffs Pile Up: A Wave of Job Cuts Fuels Worker Anxiety Amidst Economic Uncertainty
November 20, 2025
The global labor market is experiencing a significant upheaval as a relentless wave of layoffs continues to sweep across industries, leaving a trail of heightened worker anxiety and contributing to a...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Lawsuit
Q3 Rundown: Nasdaq (NASDAQ:NDAQ) Vs Other Financial Exchanges & Data Stocks
November 18, 2025
The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how financial exchanges & data stocks fared in Q3, starting with...
Via
StockStory
Topics
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NASDAQ INC (NASDAQ:NDAQ) Identified as High-Quality Long-Term Investment by Caviar Cruise Screening
↗
November 17, 2025
Nasdaq excels as a high-quality investment with strong revenue growth, exceptional capital efficiency, and robust cash flow conversion.
Via
Chartmill
This Firm Sold $48 Million in Primo Brands Stock Amid Post-Acqusition Leadership Shake-Up
↗
November 14, 2025
This Firm Sold $48 Million in Primo Brands Stock Amid Post-Acqusition Leadership Shake-Up
Via
The Motley Fool
Topics
Regulatory Compliance
This Investor Is Betting $67 Million on Galaxy Digital as Bitcoin Pullback Tests Crypto Rally
↗
November 13, 2025
This Investor Is Betting $67 Million on Galaxy Digital as Bitcoin Pullback Tests Crypto Rally
Via
The Motley Fool
Topics
Regulatory Compliance
Trump Hosts Wall Street CEOs For Power Dinner: Jamie Dimon, Larry Fink, David Solomon On Guestlist
↗
November 12, 2025
President Donald Trump will host a private dinner at the White House Wednesday evening for a select group of major Wall Street executives
Via
Benzinga
Topics
Government
Dow Soars to New Record High as Government Shutdown Nears End
November 12, 2025
New York, NY – November 12, 2025 – The Dow Jones Industrial Average (DJIA) surged by nearly 400 points today, hitting an unprecedented record high, as investors enthusiastically embraced the impending...
Via
MarketMinute
Topics
Economy
Government
Stocks
Kraken’s xStocks Unit Rockets Past $10 Billion in Transaction Volume, Signaling a New Era for Tokenized Equities
November 12, 2025
November 12, 2025 – In a groundbreaking development that underscores the accelerating convergence of traditional finance and the blockchain ecosystem, Kraken's (Kraken Financial) xStocks unit has...
Via
BreakingCrypto
Topics
Artificial Intelligence
Derivatives
ETFs
Goldman Sachs Sounds Caution: Brace for Slower Stock Market Growth in the Next Decade
November 12, 2025
New York, NY – November 12, 2025 – Investors accustomed to the robust, double-digit returns of the past decade are being urged to temper their expectations. Investment banking giant Goldman Sachs has...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Tokenized Equities Forge Unbreakable Bridge Between TradFi and Crypto: A 2025 Reality Check
November 07, 2025
The convergence of traditional finance (TradFi) and the burgeoning cryptocurrency ecosystem is no longer a distant vision but a rapidly unfolding reality, primarily driven by the advent and explosive...
Via
BreakingCrypto
Topics
Artificial Intelligence
ETFs
Economy
Market Confidence Wanes as Economic Headwinds and Tech Sell-off Trigger Investor Caution
November 07, 2025
November 7, 2025 - Investor confidence is showing increasing signs of deterioration, casting a shadow of negative sentiment across global stock markets. A confluence of factors, including persistent...
Via
MarketMinute
Topics
Economy
World Trade
Nasdaq Halts Trading of Legal Tech Newcomer Robot Consulting Co. Ltd. Amid Regulatory Scrutiny
November 06, 2025
In a move that has sent ripples through the burgeoning legal technology sector and raised questions about the due diligence surrounding new public offerings, Nasdaq (NASDAQ: NDAQ) has halted trading of...
Via
TokenRing AI
Topics
Artificial Intelligence
Initial Public Offering
Regulatory Compliance
AI’s Crypto Revolution: Unpacking the ‘AI Trade’ and Altcoins Poised for Explosive Growth
November 06, 2025
The cryptocurrency market is currently undergoing a profound transformation, driven by the rapidly accelerating integration of Artificial Intelligence (AI). What began as a technological buzzword has...
Via
BreakingCrypto
Topics
Artificial Intelligence
ETFs
Economy
A Congress Member Bought Up To $200K In Nasdaq Stock: Here's What You Need To Know
↗
November 05, 2025
Via
Benzinga
1 Sensational Stock-Split Stock to Buy in November, and 1 That's Rife With Red Flags to Avoid
↗
November 04, 2025
A premier stock-split stock that's gained 58,000% since its public debut makes for a smart buy, while Wall Street's most-anticipated reverse split of the year isn't worth the risk.
Via
The Motley Fool
Topics
Artificial Intelligence
Initial Public Offering
Supply Chain
HKEX Charts a Digital Future: Navigating the Crypto Era with Strategic Innovation
October 29, 2025
The global financial landscape is undergoing a profound transformation, driven by the rapid emergence of cryptocurrencies and digital assets. At the forefront of this evolution, the Hong Kong Exchanges...
Via
MarketMinute
Topics
Derivatives
ETFs
Economy
Criteo Stock Pops on Strong Results -- and a Transatlantic Relocation Plan
↗
October 29, 2025
Criteo is making headlines with strong earnings and a bold relocation plan. Here's what it means for investors.
Via
The Motley Fool
HKEX CEO Champions Collaborative Future for Global Stock Exchanges, Shifting from Traditional Rivalry
October 29, 2025
In a significant strategic pivot, Bonnie Chan, the Chief Executive Officer of Hong Kong Exchanges and Clearing Limited (HKEX), has unveiled a compelling vision for the future of global stock exchanges,...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Initial Public Offering
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