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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
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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
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Apple
(NQ:
AAPL
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290.55
-10.99 (-3.64%)
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Updated: 4:00 PM EDT, Jun 9, 2026
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All News about Apple
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Steve Jobs Returned To Apple A 'Different Person' With A Skill Satya Nadella Later Used To Rescue Microsoft
↗
May 31, 2026
John Sculley, former CEO of Apple, says Steve Jobs became a stronger leader upon his return after learning a skill that transformed him.
Via
Benzinga
Greg Abel Just Sold Both Visa and Mastercard Stock but Kept This Top Buffett Favorite
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May 31, 2026
Buffett said he'd never sell it, and Abel is keeping it on.
Via
The Motley Fool
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Credit Cards
Pulsetto Launches Stress Resilience Score, Turning Nervous System Recovery Into a Measurable Daily Metric
May 31, 2026
Via
Press Release Distribution Service
Greg Abel Just Dumped Amazon Stock. Here Are 5 Reasons to Buy It.
↗
May 31, 2026
You probably have different goals than Berkshire Hathaway.
Via
The Motley Fool
Topics
Artificial Intelligence
Steve Jobs' Trick To Hire Apple's 'A-Players' Had Nothing To Do With Resumes—He Trusted The 'Beer Test'
↗
May 31, 2026
Steve Jobs' unconventional 'beer test' helped him find top talent by looking beyond resumes and credentials.
Via
Benzinga
5 Best Growth Stocks for the Next 10 Years
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May 31, 2026
These 5 long-term growth stocks could benefit from AI, cybersecurity, GLP-1 drugs, and fintech trends over the next decade
Via
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Artificial Intelligence
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Apple's AI Future, Stock Surge, Nvidia CEO's New Role And More: This Week In Appleverse
↗
May 31, 2026
Apple's AI-driven "agentic smartphone" narrative, stock surge, and Nvidia CEO's advisory role highlight major shifts in tech leadership.
Via
Benzinga
Topics
Artificial Intelligence
45.7% of Berkshire Hathaway's Portfolio Is Parked in 3 Stocks That Could Pay the Conglomerate $1.6 Billion in Dividends This Year
↗
May 31, 2026
Berkshire uses dividends to fund further investments, which supercharges its returns.
Via
The Motley Fool
Topics
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Wall Street Says the Stock Market's Return Will Crush the Long-Term Average in the Next Year
↗
May 31, 2026
The S&P 500 gained 9.3% annually in the last two decades. Wall Street expects a much higher return over the next year.
Via
The Motley Fool
Topics
Artificial Intelligence
Government
Stocks
Time to Diversify Internationally?
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May 30, 2026
It’s a deep dive into the Hidden Gems Investing mailbag with questions about international diversification, stocks that have lost momentum, and the changing cybersecurity landscape.
Via
The Motley Fool
Thriving in the Age of Overwhelm
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May 30, 2026
Why do so many people feel overwhelmed right now? And what can investors do about it?
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The Motley Fool
Stop Trying to Beat the Market: This Vanguard ETF Outperforms 90% of Professional Fund Managers
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May 30, 2026
High fees make it nearly impossible for money managers to beat the S&P 500 in the long term. Why not just buy the index and be done with it?
Via
The Motley Fool
Topics
ETFs
Stocks
1 Overlooked Reason to Buy Amazon Stock Right Now
↗
May 30, 2026
This is one reason out of many.
Via
The Motley Fool
This Wealth Advisor Just Reduced a Maturing Bond Fund. Here's How Target-Maturity ETFs Actually Work.
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May 30, 2026
This ETF targets investment grade corporate bonds maturing in 2026, aiming to deliver predictable income and a defined maturity date.
Via
The Motley Fool
Topics
Bonds
ETFs
Regulatory Compliance
This Unstoppable Vanguard ETF Has More Than Doubled the S&P 500 in the Last 10 Years. Could It Make You a Millionaire?
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May 30, 2026
The tech sector has been booming in recent years, and this ETF could be poised for significant growth.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Stocks
What to Know About This Fund's $32.6 Million Porch Group Purchase
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May 30, 2026
This technology-driven firm delivers software and insurance solutions for home services professionals, homebuyers, and homeowners.
Via
The Motley Fool
Topics
Regulatory Compliance
This Is the Artificial Intelligence (AI) Stock I'd Buy if the Market Crashed Tomorrow
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May 30, 2026
And no, itʻs not Nvidia.
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Stocks
Does Warren Buffett's Successor, Greg Abel, Know Something That Wall Street Doesn't? He's Piling Into a "Magnificent Seven" Stock at Close to 30x Earnings That Other Billionaire Hedge Fund Managers Are Dumping.
↗
May 30, 2026
Abel and his team were active in the first quarter of the year in Berkshire Hathaway's massive equities portfolio.
Via
The Motley Fool
Topics
Artificial Intelligence
Death
MarketBeat Week in Review – 05/25 - 05/29
↗
May 30, 2026
Stocks made a strong rally with tech stocks leading the way; investors also eyed a potential extension to the ceasefire between the U.S. and Iran
Via
MarketBeat
Topics
Artificial Intelligence
Economy
Could Agentic AI Be Apple's Next Big Tailwind?
↗
May 30, 2026
Those who bet against the iPhone maker usually lose.
Via
The Motley Fool
Topics
Artificial Intelligence
Here Are the 3 Cheapest Magnificent Seven Stocks According to a Popular Metric. Are They Buys?
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May 30, 2026
The market may be overlooking attractive opportunities, here.
Via
The Motley Fool
Topics
Artificial Intelligence
Initial Public Offering
Stock Market Today, May 29: Microsoft Rises as $37 Billion AI Run Rate Highlights Cloud Growth
↗
May 29, 2026
The $37 billion AI run rate gives Microsoft a clearer monetization benchmark, while in-house models could help manage the cost of serving AI demand across Azure and Microsoft 365.
Via
The Motley Fool
Topics
Artificial Intelligence
Initial Public Offering
Stocks
New Patriotic Song "America 250" Celebrates Nation's Semiquincentennial Ahead of July 4th
May 29, 2026
Via
PRLog
These 2 Tech Titans Just Declared Dividend Raises. Should You Buy One or Both?
↗
May 29, 2026
One of the pair is boosting its payout 25-fold.
Via
The Motley Fool
Topics
Artificial Intelligence
The graduation gift that actually gets used every day
May 29, 2026
(BPT) - Looking for gift ideas for graduates that won't just end up in a drawer? You could opt for a gift card, but it's a lot more fun to choose something you can wrap, and that you know will be used...
Via
Brandpoint
Topics
Electric Vehicles
2 Tech ETFs for Nearly Every Corner of the Digital Economy: From Semiconductors to Robotics
↗
May 29, 2026
Unless humanity enters another Stone Age, technology will continue to advance. Here's how you can profit from that knowledge.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Which dow jones stocks are moving on Friday?
↗
May 29, 2026
Via
Chartmill
3 Beaten-Down Stocks Primed For A Major Bounceback
↗
May 29, 2026
Rebound stocks can be lucrative for investors, as seen with Apple's success after financial struggles. Globant and PayPal are also promising picks.
Via
Benzinga
U.S. Households Are Cutting Energy Costs Through Smart Lighting, and VerLuce Is Building Products to Meet That Shift
May 29, 2026
Via
Press Release Distribution Service
Topics
Economy
KTC H27P3: A High-Value Alternative to Apple Studio Display
May 29, 2026
Via
Press Release Distribution Service
Topics
Economy
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