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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
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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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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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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Nasdaq ETF
(NQ:
QQQ
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709.40
-6.91 (-0.96%)
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Updated: 10:02 AM EDT, Sep 10, 2026
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Should You Invest in the S&P 500 or the Nasdaq-100 Right Now?
↗
June 10, 2026
The S&P 500's diversification can provide greater long-term safety, while the Nasdaq-100 may offer more upside.
Via
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AI Unwind Pressures Indexes, But Breadth Holds Up Better Than Price Suggests
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June 10, 2026
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This ETF Has Outperformed the S&P 500 in 16 of the Past 20 Years. Will This Year Be the Same?
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June 10, 2026
It's largely going to come down to the performance of these seven companies.
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Stock Markets Crash Because of Huge Increases in Jobs (This Doesn't Make Sense)
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June 09, 2026
A better-than-expected jobs report sent the market crashing, and the volatility has persisted.
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Economy
Breadth Rebounds, But Damage Is Not Fully Repaired
↗
June 09, 2026
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Breadth Breaks Lower as Tech Rout Hits the Indexes
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June 08, 2026
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Broad Rebound Keeps Breadth Positive as Small Caps Rejoin the Move
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June 05, 2026
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SpaceX Could Join the Nasdaq-100 Very Soon. Should You Buy the Invesco QQQ Trust Today?
↗
June 09, 2026
The Nasdaq recently changed its rules, which will allow SpaceX to join the Nasdaq-100 after just 15 trading days.
Via
The Motley Fool
Topics
ETFs
Better ETF Buy Right Now: QQQ vs. SCHG
↗
June 09, 2026
Tech and growth stocks are again dominating the markets. One of these two elite ETFs has a slight advantage for today's environment.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
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Cathie Wood's Private Equity Fund Hits $1 Billion in Assets as Investors Clamor for SpaceX
↗
June 08, 2026
But is this the best way to buy shares?
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Initial Public Offering
Tape Pauses, But the Broader Breadth Trend Is Not Broken Yet
↗
June 04, 2026
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Breadth Confirms the Rally, But Leadership Still Runs Through AI
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June 03, 2026
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Breadth Holds Positive, but Small Caps Start to Lag
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June 02, 2026
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SpaceX, Anthropic, and OpenAI Won't Be Added to the S&P 500 in 2026. Here's What Investors Can Do About It.
↗
June 06, 2026
ETFs that aren't bogged down by index rules will still be buying SpaceX shortly after its IPO.
Via
The Motley Fool
Topics
ETFs
Initial Public Offering
Stocks
Should You Really Invest in QQQ Right Now? Or Is IVV the Better Buy? Here's What the Data Suggests.
↗
June 06, 2026
Here's how these leading ETFs compare on diversification, risk profiles, and long-term earning potential.
Via
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Here's How SpaceX's IPO Will Affect S&P 500 and Nasdaq-100 Investors
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June 06, 2026
The indexes are taking two different approaches to the blockbuster IPO.
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Topics
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Initial Public Offering
Stocks
QQQ vs VGT: Which Tech ETF Is Better?
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June 06, 2026
Investors looking for the best tech ETF might be disappointed to discover that a lot of the Invesco QQQ ETF's portfolio isn't actually tech.
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Walmart CEO Says Gas Prices are "Stress Point" for Consumers. Should You Buy the Stock?
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June 06, 2026
Long-lasting high gas prices could hurt Walmart's customers and the company's bottom line.
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Earnings
Economy
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2 Growth ETFs to Buy and Hold for 20 Years
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June 05, 2026
Growth stocks are great, but patience is key.
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SpaceX Will Not Get Fast-Tracked Entry Into the S&P 500. Here's What That Means for Investors.
↗
June 05, 2026
Unlike other major indexes, the rules for the S&P 500 will not change.
Via
The Motley Fool
Topics
Initial Public Offering
Stocks
Where Will QQQ Be in 10 Years?
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June 05, 2026
After a monster 623% trailing 10-year total return, investors are wondering what this popular exchange-traded fund can do in the future.
Via
The Motley Fool
Topics
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ETFs
These Were the Best-Performing Asset Classes in May. Can They Continue to Lead?
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June 04, 2026
U.S. stocks were the biggest winners last month, propelled by the tech sector.
Via
The Motley Fool
Topics
Artificial Intelligence
Bonds
ETFs
Is QQQ Still Worth Buying After the Market's Recent Surge?
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June 04, 2026
Is there ever a bad time to buy the QQQ?
Via
The Motley Fool
Topics
ETFs
Economy
The SpaceX IPO Could Blow Up This Mega-Popular Investing Strategy
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June 03, 2026
Stock market indexes are bending over backwards to cater to Elon Musk.
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The Motley Fool
Topics
ETFs
Initial Public Offering
The Stock Market Is Still Trading Near Record Highs. Here's the Biggest Risk Investors Are Overlooking.
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June 03, 2026
The major index funds are near record highs, but one risk hiding in plain sight could change the math for new money.
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The Motley Fool
Topics
Artificial Intelligence
Bonds
ETFs
The Growth ETF Quietly Outperforming the Vanguard 500 S&P ETF Over the Last Decade
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June 03, 2026
The Invesco QQQ Trust continues to outperform better-known S&P 500 ETFs.
Via
The Motley Fool
Topics
ETFs
Economy
Stocks
Should You Invest in This Popular ETF Before SpaceX's IPO on June 12?
↗
June 03, 2026
SpaceX is the hottest name in IPOs right now. Should you invest through this ETF?
Via
The Motley Fool
Topics
ETFs
Initial Public Offering
Should You Buy the Invesco QQQ ETF With the Nasdaq at a Record High? History Offers a Clear Answer.
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June 02, 2026
Artificial intelligence stocks continue to drive the Nasdaq-100 to new highs.
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The Motley Fool
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VOOG: Is This Vanguard ETF a Better Way to Buy the Nasdaq-100?
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June 02, 2026
For some high-performing growth stock ETFs, there are no substitutes.
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Retirement
Why a Wealth Manager Made a $3 Million Bet on a 6.4% Yielding Senior Loan ETF
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June 01, 2026
The First Trust Senior Loan Fund targets high current income through a diversified portfolio of floating-rate senior bank loans.
Via
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Topics
ETFs
Regulatory Compliance
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