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about us
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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
Services, Fees and Compensation
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Sample Portfolio
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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
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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
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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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Microsoft
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Updated: 11:38 AM EDT, Apr 15, 2026
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The Silicon Backbone: Fabrinet Shatters Records as AWS Partnership Ignites High-Performance Computing Surge
April 10, 2026
In a definitive signal that the artificial intelligence infrastructure boom is entering a new, more aggressive phase of physical scaling, Fabrinet (NYSE: FN) has reported a staggering fiscal...
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
Inflation Stagnates at 2.4% as Middle East Energy Shock Complicates Fed’s Path to Rate Cuts
April 10, 2026
The U.S. Bureau of Labor Statistics released the March 2026 Consumer Price Index (CPI) data at 8:30 a.m. ET today, reporting a headline inflation rate of 2.4%. While this figure remains significantly...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Software Stocks Just Had Their Worst Quarter Since 2008. What Should Investors Do Next?
April 10, 2026
Based on the IGV ETF, software stocks recently had their worst quarter since 2008.
Via
Barchart.com
Topics
ETFs
3 Key Takeaways from the S&P 500's Worst-Performing Quarter Since 2022
↗
April 10, 2026
All hope isn't lost when you look beneath the surface.
Via
The Motley Fool
Topics
ETFs
Stocks
March 2026 Jobs Report: A Surprise Surge Complicates the Fed's Path
April 10, 2026
The U.S. labor market delivered a stunning blow to economic forecasts this month, as the Department of Labor reported the addition of 178,000 jobs in March 2026. This figure nearly tripled the...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Retirement
The Gamma Rocket: How a -$7.5 Billion Options Trap Propelled the S&P 500 Past 6,500
April 10, 2026
In a stunning display of market mechanics over-powering fundamental sentiment, the S&P 500 decisively shattered the 6,500 resistance level on April 1, 2026, fueled by a massive "Short Gamma" squeeze....
Via
MarketMinute
Topics
Artificial Intelligence
Derivatives
Regulatory Compliance
Perigon One Launches Executive AI Governance Briefing as Businesses Face Growing Liability Risks
April 10, 2026
Via
Press Release Distribution Service
Topics
Artificial Intelligence
The AI Reckoning: Magnificent Seven Face 27.1% Growth Hurdle Following Massive April Breakout
April 10, 2026
The eyes of the global financial community are fixed on the "Magnificent Seven" as the first-quarter earnings season of 2026 commences. Following a dramatic "April Breakout" that saw the Nasdaq 100...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Intellectual Property
Yield Trap: 10-Year Treasury Hits 4.29% as Energy Shocks Chill Tech Sector Growth
April 10, 2026
The U.S. 10-year Treasury yield surged to 4.29% this week, marking a pivotal moment in the 2026 financial landscape as persistent inflation concerns and a new era of "higher-for-longer" interest rates...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Energy
The Invisible Hand: Nvidia’s $2.69 Billion Dark Pool Surge Signals the End of the AI Correction
April 10, 2026
As of April 10, 2026, the financial markets are witnessing a dramatic reversal in the fortunes of the semiconductor sector, led by a powerful technical breakout in Nvidia (NASDAQ: NVDA). While retail...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Regulatory Compliance
The Great Re-Alignment: Amazon’s $50 Billion OpenAI Coup Shatters the Microsoft Monopoly
April 10, 2026
The landscape of generative artificial intelligence underwent a tectonic shift this spring as Amazon.com Inc. (NASDAQ:AMZN) finalized a historic $50 billion equity investment in OpenAI. Announced in...
Via
MarketMinute
Topics
Artificial Intelligence
Initial Public Offering
Markets Rally on CPI Relief: S&P 500 and Nasdaq Climb as Inflation Hits Targets Amid Middle East Tensions
April 10, 2026
Wall Street opened Friday, April 10, 2026, with a palpable sense of relief as the latest Consumer Price Index (CPI) report came in largely as expected, fueling a morning rally for the major indices....
Via
MarketMinute
Topics
Economy
Energy
Stocks
2 Stocks That Are Better Buys Than the "Magnificent Seven"
↗
April 10, 2026
Broadcom and Taiwan Semiconductor will grow faster than the majority of the Magnificent Seven over the next few years.
Via
The Motley Fool
Topics
Artificial Intelligence
Prediction: The Nasdaq Will Recover From This Correction Before the End of 2026. History Says Buy These AI Stocks Now.
↗
April 10, 2026
The Nasdaq entered correction territory last month as artificial intelligence (AI) stocks dragged the index lower.
Via
The Motley Fool
Topics
Artificial Intelligence
Stocks
Supply Chain
CoreWeave Adds Anthropic As AI Cloud Computing Customer
↗
April 10, 2026
CoreWeave stock rose after the provider of cloud computing services announced a multi-year deal with artificial intelligence system maker Anthropic.
Via
Investor's Business Daily
Topics
Artificial Intelligence
Alphabet Is Quietly Building Its Next Major Business -- and It Could Be Bigger Than You Think
↗
April 10, 2026
Most investors think of AI as a race to build better models. But behind every AI system sits something far more important -- the infrastructure that powers it. And that's where Alphabet is quietly...
Via
The Motley Fool
Topics
Artificial Intelligence
Forget Google Search: This Business Is Alphabet's Real Growth Story
↗
April 10, 2026
When investors talk about Alphabet (NASDAQ: GOOGL), the conversation usually starts with Search and advertising. But there's a growing argument that Google Cloud is becoming the most important part of...
Via
MarketBeat
Performance Comparison: Microsoft And Competitors In Software Industry
↗
April 10, 2026
Via
Benzinga
Billionaire Bill Gates Has 59% of His Foundation's $36 Billion Portfolio Invested in 3 Brilliant Stocks
↗
April 10, 2026
The tech founder is invested heavily in nontech stocks.
Via
The Motley Fool
Prediction: These Will Be the 5 Largest Companies in the Stock Market by 2030
↗
April 10, 2026
Expect to see some new names near the top of the list of the world's most valuable companies.
Via
The Motley Fool
Topics
Artificial Intelligence
Prediction: Cybersecurity Spending Will Be Recession-Proof in 2026. Here Are 2 Stocks to Buy.
↗
April 09, 2026
Wall Street has been worried that cybersecurity will be replaced by AI, but Project Glasswing shows that fear is overblown.
Via
The Motley Fool
Topics
Artificial Intelligence
Beyond Tech Stocks: This Utility is Powering the Data Centre Boom
↗
April 09, 2026
Brookfield Renewable Corp. (TSX:BEPC) is a one-stop-shop dividend stock for investors looking to play the data center-driven green energy boom.
Via
The Motley Fool
Topics
Artificial Intelligence
OpenAI’s $122 Billion Infrastructure Pivot: A New Era of Compute Dominance
April 09, 2026
In a move that marks the single largest private capital raise in corporate history, OpenAI has finalized a staggering $122 billion restructuring and funding round, vaulting the company’s valuation to...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
The Innovation Supercycle: Wall Street’s $100 Billion Fee Machine Ignites in 2026
April 09, 2026
As of April 2026, the financial corridors of New York are witnessing an unprecedented resurgence in investment banking activity, driven by what analysts are calling the "Innovation Supercycle." After...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Stock Market Today, April 9: Palantir Drops After Michael Burry Warns of Rising Competition From Anthropic
↗
April 09, 2026
Investors weigh new warnings about AI rivals and the rich valuation of this data analytics leader today, April 9, 2026.
Via
The Motley Fool
Topics
Artificial Intelligence
Stocks
Stock Market Today, April 9: CoreWeave Rises After Announcing $21 Billion AI Cloud Deal With Meta
↗
April 09, 2026
Today, April 9, 2026, investors weigh a massive Meta cloud pact against fresh debt plans.
Via
The Motley Fool
Topics
Artificial Intelligence
Stocks
The $58 Billion Power Play: How the Devon-Coterra Merger is Fueling the AI Revolution
April 09, 2026
The landscape of American energy shifted permanently on February 2, 2026, with the announcement of a massive $58 billion merger between Devon Energy (NYSE: DVN) and Coterra Energy (NYSE: CTRA). This...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Energy
The $56.6 Billion EA Takeover: Why the World's Biggest Game Publisher Went Private
April 09, 2026
In a move that has sent shockwaves through the technology and entertainment sectors, Electronic Arts (NASDAQ:EA) has finalized its transition from a public mainstay to a privately held titan. The $56.6...
Via
MarketMinute
Topics
Artificial Intelligence
Microsoft's Valuation Reset: Why the 2026 'AI Winter' Sell-Off Presents a Rare Buying Opportunity
April 09, 2026
As the first quarter of 2026 draws to a close, a striking disconnect has emerged in the heart of the technology sector. Microsoft Corp. (NASDAQ: MSFT), long considered the bulletproof titan of the...
Via
MarketMinute
Topics
Artificial Intelligence
Nvidia Eyes New Frontiers: AI Giant Nears $185 Breakout Amid $78 Billion Revenue Forecast
April 09, 2026
As of April 9, 2026, the financial world is once again transfixed by Nvidia (NASDAQ:NVDA), the semiconductor titan that has become the undisputed bellwether for the global economy. After a period of...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
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