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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
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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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Client Information
Client Contact with Portfolio Manager(s)
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
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
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BlackRock
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1,118.94
-8.84 (-0.78%)
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Updated: 4:10 PM EST, Jan 30, 2026
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Bitcoin Holds $95,000 Despite Crypto Bill Delay – Analysts Say Move Towards $100K Could Follow
↗
January 16, 2026
Bitcoin maintained support above $95,000 despite a delay in crypto market structure legislation.
Via
Stocktwits
Topics
ETFs
Building 'The Machine': How BlackRock Plans To Raise $400B And Democratize Private Market Investing
↗
January 16, 2026
Investment management company BlackRock Inc. (NYSE: BLK) is placing its biggest strategic wager yet on private markets, outlining a plan to raise $400 billion in gross private-market assets by 2030 as...
Via
Benzinga
Topics
Retirement
Stock Market Today, Jan. 15: Taiwan Semiconductor's Strong Outlook Dampens AI Bubble Fears
↗
January 15, 2026
On Jan. 15, 2026, Taiwan Semiconductor’s record quarter pulled major U.S. indexes out of their tech slump.
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Stocks
The $7.8 Trillion Dam Breaks: How the 'Cash Wall' is Fueling a Historic January Effect
January 15, 2026
As of January 15, 2026, the global financial markets are witnessing a tectonic shift in capital allocation. After three years of investors huddling in the safety of high-yield cash vehicles, the...
Via
MarketMinute
Topics
ETFs
Economy
BlackRock Inc (NYSE:BLK) Reports Strong Q4 2025 Earnings, Beats Estimates with Record Inflows
↗
January 15, 2026
Via
Chartmill
Topics
Earnings
14 Trillion and Counting: BlackRock’s Unprecedented Scale Reshapes Global Finance
January 15, 2026
NEW YORK — In a milestone that underscores the relentless consolidation of the global financial system, BlackRock, Inc. (NYSE: BLK) has officially shattered records by reaching $14.04 trillion in...
Via
MarketMinute
Topics
ETFs
Economy
Lawsuit
State Street At Highs With Earnings Due Amid Economic Optimism
↗
January 15, 2026
Shares are at highs amid a solid economic and regulatory backdrop for banks.
Via
Investor's Business Daily
Topics
Economy
Exploring the top movers within the S&P500 index during today's session.
↗
January 15, 2026
Via
Chartmill
The $7.8 Trillion 'Wall of Cash' Meets the January Effect: A Great Rotation Underway
January 15, 2026
As the calendar turned to 2026, the financial world found itself staring at a numerical monolith: a record $7.8 trillion sitting in U.S. money market funds. This unprecedented "wall of cash," which has...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Credit Cards
BlackRock Posts Q4 Beat; Analyst Projects High-Single-Digit Revenue Growth
↗
January 15, 2026
BlackRock reported its fourth-quarter results ahead of expectations, with 12% growth in organic base fees, according to Goldman Sachs.
Via
Benzinga
Bitcoin Rockets Past $96,000 as Institutional Titans Drive Charge Toward the $100,000 Milestone
January 15, 2026
In a dramatic resurgence that has revitalized the digital asset market, Bitcoin surged past the $96,000 threshold on January 15, 2026, touching intraday highs of $97,500. This rally marks a decisive...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Regulatory Compliance
Thursday's session: gap up and gap down stock in the S&P500 index
↗
January 15, 2026
Via
Chartmill
BlackRock Climbs On Q4 Beat, Dividend Hike. Shares In Bullish Pattern.
↗
January 15, 2026
BlackRock beat Q4 earnings and revenue estimates early Thursday, hiked its dividend. BLK stock trades tightly in bullish setup.
Via
Investor's Business Daily
BlackRock Earnings Rise 10% Powered By ETF And Cash Inflow
↗
January 15, 2026
BlackRock Inc. ended the fourth quarter with a sharp rise in client cash, with its earnings per share increasing by 10%.
Via
Talk Markets
Topics
ETFs
BlackRock Total Assets Climb To Record $14 Trillion, Raises Dividend
↗
January 15, 2026
BlackRock stock rose 1.66% after reporting strong Q4 2025 results with record AUM of $14 trillion and a 10% increase in dividend per share.
Via
Benzinga
BlackRock Stock Rises Pre-Market: Record Inflows Drive Q4 Revenue Beat
↗
January 15, 2026
BlackRock’s fourth-quarter revenue rose 19% to $7 billion, well above Wall Street estimates of $6.49 billion, according to Fiscal.ai data.
Via
Stocktwits
BlackRock Reports Fourth Quarter 2025 Earnings
January 15, 2026
From
BlackRock
Via
Business Wire
Nasdaq, S&P 500 Futures Pause Ahead Of Major Bank Earnings, Jobless Claims: Why NVDA, TSM, CVX, MSFT, AMZN Are On Traders' Radar Today
↗
January 15, 2026
Retail sentiment toward the SPY and Nasdaq-linked QQQ flipped bullish on Stocktwits.
Via
Stocktwits
Topics
Artificial Intelligence
Bankruptcy
ETFs
Goldman Sachs, Morgan Stanley And 3 Stocks To Watch Heading Into Thursday
↗
January 15, 2026
U.S. stock futures mixed, Goldman Sachs, Calavo Growers, Morgan Stanley, Taiwan Semiconductor, BlackRock expected to report earnings.
Via
Benzinga
The Yield Anchor: 10-Year Treasury Stabilizes at 4.15%, Fueling Early 2026 Equity Surge
January 14, 2026
As the first two weeks of 2026 draw to a close, the financial markets have found an unlikely hero in the form of the benchmark 10-year Treasury yield. Holding steady at approximately 4.15%, the yield...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
The Renaissance of Compute: A 2026 Deep Dive into AMD’s AI Transformation
January 14, 2026
Advanced Micro Devices, Inc. (Nasdaq: AMD) enters 2026 as a pivotal player in the "Great Decoupling" of the global supply chain and the rapid expansion of AI-driven compute. No longer just a component...
Via
Finterra
Topics
Artificial Intelligence
Bankruptcy
Economy
Meta Platforms (META): The 2026 Deep-Dive – From Social Media to Superintelligence
January 14, 2026
As of January 14, 2026, Meta Platforms (NASDAQ: META) stands at a critical crossroads that few could have predicted just three years ago. Having successfully navigated the "Year of Efficiency" in 2023...
Via
Finterra
Topics
Artificial Intelligence
Economy
Workforce
Alphabet at the AI Frontier: A 2026 Deep Dive into the Search Giant’s Resiliency
January 14, 2026
As of January 14, 2026, Alphabet Inc. (NASDAQ: GOOGL) stands at a historic crossroads. After a year of record-breaking growth that saw the company’s market capitalization surge past the $4 trillion...
Via
Finterra
Topics
Artificial Intelligence
Initial Public Offering
Amazon (AMZN) Deep-Dive: The AI Flywheel and the Road to 2026
January 14, 2026
As of January 14, 2026, Amazon.com, Inc. (NASDAQ: AMZN) stands not merely as an e-commerce giant, but as a foundational infrastructure layer for the global digital economy. Over the past two years, the...
Via
Finterra
Topics
Artificial Intelligence
Economy
Lawsuit
Coinbase Global (COIN): The Emergence of an S&P 500 Pillar in 2026
January 14, 2026
Date: January 14, 2026 Introduction As of early 2026, Coinbase Global (Nasdaq: COIN) has transitioned from a high-beta proxy for Bitcoin volatility to a foundational pillar of the S&P 500. Once viewed...
Via
Finterra
Topics
Derivatives
ETFs
Economy
The Silicon Renaissance: A Deep-Dive into Intel’s (INTC) 2026 Turnaround
January 14, 2026
Date: January 14, 2026 Introduction Intel Corporation (NASDAQ: INTC) enters 2026 as one of the most remarkable turnaround stories in modern corporate history. After a harrowing 2024 that saw the...
Via
Finterra
Topics
Artificial Intelligence
Economy
Retirement
IBM Q4 2025 Preview: The Renaissance of Big Blue in the Era of Agentic AI
January 14, 2026
As of today, January 14, 2026, International Business Machines Corp. (NYSE: IBM) has officially set the stage for its upcoming fourth-quarter and full-year 2025 financial results call. This...
Via
Finterra
Topics
Artificial Intelligence
Earnings
The New Era of Wells Fargo: Decoding the Q4 2025 Earnings Paradox
January 14, 2026
January 14, 2026 Today marks a pivotal moment in the redemption arc of one of America’s most storied financial institutions. As Wells Fargo & Co. (NYSE: WFC) released its fourth-quarter and full-year...
Via
Finterra
Topics
Artificial Intelligence
Economy
Fraud
TKO Group Holdings (NYSE: TKO): The 2026 Deep-Dive on the Global Sports Powerhouse
January 14, 2026
As of January 14, 2026, TKO Group Holdings, Inc. (NYSE: TKO) stands as the undisputed titan of the "experience economy." Formed through the seismic merger of the Ultimate Fighting Championship (UFC)...
Via
Finterra
Topics
Artificial Intelligence
Albemarle Corporation (ALB): The Resilience of a Lithium Giant in the 2026 Rebound
January 14, 2026
As of January 14, 2026, the global energy transition has entered a critical second phase. After the "Lithium Winter" of 2024 and 2025—a period characterized by cratering commodity prices and stalled...
Via
Finterra
Topics
Economy
Electric Vehicles
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