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home
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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
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contact us
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Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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Back Dated Performance Reports
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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
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Total Asset Fund (TAF)
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Additional Information
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Event Schedule
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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
Tax-Free Income Seminar
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Amazon’s 2026 Pivot: Can the E-Commerce Titan Reclaim Its Crown After a Bruising Year?
January 01, 2026
As the calendar turns to January 1, 2026, investors in Amazon.com Inc. (NASDAQ: AMZN) are looking back at a year that can best be described as a "profitable disappointment." Despite reporting...
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Amazon 2026: Navigating the Efficiency Era and the AI Frontier (AMZN Research)
January 01, 2026
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Alphabet 2026: The AI-Native Titan Navigating a Regulatory Frontier
January 01, 2026
As we enter 2026, Alphabet Inc. (NASDAQ: GOOGL) stands at a historic crossroads. Once defined primarily by its ubiquitous search bar, the company has spent the last 24 months aggressively...
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The 2026 S&P 500 Outlook: Navigating the Aftermath of 2025’s Tariff Wars and Fed Feuds
January 01, 2026
As the calendar turns to January 1, 2026, the S&P 500 stands at a remarkable crossroads. After a year defined by extreme volatility, the index managed to close 2025 with a total return of approximately...
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Meta in 2026: From Social Giant to AI Agent Powerhouse
January 01, 2026
As of January 1, 2026, Meta Platforms, Inc. (NASDAQ: META) stands at a pivotal crossroads in its twenty-two-year history. After a transformative 2025, the company has shed its former reputation as a...
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Microsoft (MSFT): The AI-First Titan of the 21st Century
January 01, 2026
In the pantheon of global technology, few firms have navigated the treacherous transitions of computing as successfully as Microsoft Corporation (NASDAQ: MSFT). As we stand on January 1, 2026, the...
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The Oracle Transfiguration: From Database Giant to AI Infrastructure Titan
January 01, 2026
Date: January 1, 2026 Introduction As the sun rises on 2026, Oracle Corporation (NYSE: ORCL) finds itself at a defining crossroads. Once dismissed as a "legacy" vendor tethered to on-premise databases,...
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NVIDIA (NVDA) 2026 Research Feature: The Architect of the Intelligence Age
January 01, 2026
As we enter 2026, NVIDIA Corporation (NASDAQ: NVDA) stands not merely as a semiconductor designer, but as the undisputed architect of the global "Intelligence Age." Following a two-year period of...
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The Memory Supercycle: A Deep Dive into Micron Technology’s AI-Driven Transformation (2026 Outlook)
January 01, 2026
As we enter 2026, the global technology landscape has undergone a tectonic shift, and at the center of this transformation sits Micron Technology, Inc. (NASDAQ: MU). Historically viewed as a cyclical...
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The Resilience of the Falcon: A Deep Dive into CrowdStrike (CRWD) for 2026
January 01, 2026
As we enter 2026, CrowdStrike Holdings, Inc. (NASDAQ: CRWD) stands at a unique crossroads in the history of cybersecurity. Long regarded as the gold standard of endpoint protection, the company faced a...
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DocuSign (DOCU): From E-Signatures to the Intelligent Agreement Era
January 01, 2026
Once the darling of the "work-from-home" era, DocuSign (NASDAQ: DOCU) has spent the last two years reinventing itself. No longer content with just being the "signing" company, DocuSign is refocusing...
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The Architect of Decision Intelligence: A Deep Dive into Palantir Technologies (PLTR)
January 01, 2026
The following research feature explores the trajectory of Palantir Technologies as of January 1, 2026. The Architect of Decision Intelligence: A Deep Dive into Palantir Technologies Introduction As of...
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The Silent Takeover: How the AI PC Revolution Redefined Computing in 2025
January 01, 2026
As we cross into 2026, the landscape of personal computing has been irrevocably altered. What began in 2024 as a marketing buzzword—the "AI PC"—has matured into the dominant architecture of the modern...
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The Silicon Renaissance: US CHIPS Act Enters Production Era as Intel, TSMC, and Samsung Hit Critical Milestones
January 01, 2026
As of January 1, 2026, the ambitious vision of the US CHIPS and Science Act has transitioned from a legislative blueprint into a tangible industrial reality. What was once a series of high-stakes...
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TokenRing AI
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The Trillion-Dollar Silicon Surge: Semiconductor Industry Hits Historic Milestone Driven by AI and Automotive Revolution
January 01, 2026
As of January 1, 2026, the global semiconductor industry has officially entered a new era, crossing the monumental $1 trillion annual valuation threshold according to the latest market data. What was...
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The Angstrom Era Arrives: How Intel’s PowerVia and 18A Are Rewriting the Rules of AI Silicon
January 01, 2026
The semiconductor industry has officially entered a new epoch. As of January 1, 2026, the transition from traditional transistor layouts to the "Angstrom Era" is no longer a roadmap projection but a...
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The Battle for AI’s Brain: SK Hynix and Samsung Clash Over Next-Gen HBM4 Dominance
January 01, 2026
As of January 1, 2026, the global semiconductor landscape is defined by a singular, high-stakes conflict: the "HBM War." High-bandwidth memory (HBM) has transitioned from a specialized component to the...
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Supply Chain
The Dawn of the Angstrom Era: Intel Claims First-Mover Advantage as ASML’s High-NA EUV Enters High-Volume Manufacturing
January 01, 2026
As of January 1, 2026, the semiconductor industry has officially crossed the threshold into the "Angstrom Era," marking a pivotal shift in the global race for silicon supremacy. The primary catalyst...
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Intel’s Angstrom Era Arrives: How the 18A Node is Redefining the AI Silicon Landscape
January 01, 2026
As of January 1, 2026, the global semiconductor landscape has undergone its most significant shift in over a decade. Intel Corporation (NASDAQ: INTC) has officially entered high-volume manufacturing...
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The Rubin Revolution: NVIDIA Accelerates the AI Era with 2026 Launch of HBM4-Powered Platform
January 01, 2026
As the calendar turns to 2026, the artificial intelligence industry stands on the precipice of its most significant hardware leap to date. NVIDIA (NASDAQ:NVDA) has officially moved into the production...
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The Blackwell Era: How NVIDIA’s 208-Billion Transistor Titan Redefined the Global AI Factory in 2026
January 01, 2026
As of early 2026, the artificial intelligence landscape has been fundamentally re-architected. What began as a hardware announcement in mid-2024 has evolved into the central nervous system of the...
Via
TokenRing AI
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MSFT: Why Analysts Think This Company Could Touch $5 Trillion Valuation In Early 2026
↗
January 01, 2026
Analysts increasingly believe Microsoft could reach a $5 trillion market valuation in early 2026.
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3 High-Conviction AI Stocks With 10x Potential by 2036
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January 01, 2026
Investors are becoming increasingly aware of these companies' AI abilities.
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The Best Stocks to Invest $1,000 in to Start the New Year Off Right
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January 01, 2026
These three stocks could make 2026 a happy new year for investors.
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Automation Software Stocks Q3 Teardown: Microsoft (NASDAQ:MSFT) Vs The Rest
December 31, 2025
As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q3. Today, we are looking at automation software stocks, starting with...
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Looking Ahead to 2026: Top Macro Trends for the US Stock Market
December 31, 2025
As the final bells ring across the New York Stock Exchange floor today, December 31, 2025, the US stock market is closing the books on a year defined by legislative triumphs and the transition of...
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The Trillion-Dollar Shield: Geopolitical Volatility and AI Pivot Drive 2025 Defense Stock Surge
December 31, 2025
As 2025 draws to a close, the financial markets are reflecting on a transformative year for the defense sector, defined by a "perfect storm" of escalating global conflicts and a historic shift in U.S....
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The Great AI Validation: How 2025 Defied the 'Bubble' Doomsayers
December 31, 2025
As the final bells ring on the trading floors of 2025, the financial world is breathing a collective sigh of relief—and perhaps a bit of exhaustion. For the past twelve months, the "AI Bubble" was the...
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The 2026 Horizon: Technical Breakouts Signal a Sustained Bull Run in AI and Energy
December 31, 2025
As the final trading bell of 2025 rings, the financial markets are closing the year on a high note, characterized by a series of powerful technical breakouts across several high-growth sectors. The S&P...
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Topics
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Intellectual Property
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