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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
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
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TAV Program
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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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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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RSVP-Signup Form
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Microsoft
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Updated: 1:14 PM EDT, Apr 15, 2026
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Marvell Technology Surges as Infrastructure Partnerships and Optical Boom Reshape the Networking Landscape
April 10, 2026
SANTA CLARA, CA — Marvell Technology (NASDAQ: MRVL) saw its shares climb by nearly 5% on April 9, 2026, closing at approximately $119.91, as Wall Street analysts grew increasingly bullish on the...
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The Great Pivot Interrupted: Fed Braces for 2026 Inflation Resurgence Amidst Middle East Conflict
April 10, 2026
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Nvidia’s Dominance Deepens: Shares Gain 2% as AI Partnership Wave Propels Nasdaq to New Highs
April 10, 2026
SANTA CLARA, Calif. — April 10, 2026 — Nvidia (NASDAQ:NVDA) continued its relentless ascent today, with shares rising 2.1% to reach a fresh record high of $189.42 in mid-day trading. The latest rally,...
Via
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Why May Could Be a Make-or-Break Month for Nvidia Stock
↗
April 10, 2026
What can Nvidia do next to regain investor excitement?
Via
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The New AI Utility: CoreWeave Surges on Anthropic Deal and Multi-Billion Dollar Debt Strategy
April 10, 2026
CoreWeave (NASDAQ: CRWV) shares surged more than 6% in Friday morning trading, extending a weekly rally that has redefined the company’s standing in the aggressive AI infrastructure race. The jump...
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OpenAI Sets Sights on $100 Billion Ad Revenue by 2030 Amid IPO Buzz and Media Acquisitions
April 10, 2026
In a move that has fundamentally recalibrated the landscape of Silicon Valley, OpenAI has officially unveiled its roadmap to becoming a global advertising powerhouse. As of April 10, 2026, the...
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Initial Public Offering
The Big Short 2.0: Why Michael Burry is Betting $1 Billion Against Palantir’s AI Future
April 10, 2026
In a move that has sent shockwaves through the Silicon Valley-Pentagon corridor, Michael Burry, the legendary contrarian and head of Scion Asset Management, has doubled down on a massive bearish bet...
Via
MarketMinute
Topics
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Derivatives
Government
Microsoft Azure Still Poised To Crush Estimates Despite $150 Billion Spending Fears: Analyst
↗
April 10, 2026
Microsoft (MSFT) is on a "war footing" with a Copilot Code Red to defend its AI lead. BNP Paribas analyst Stefan Slowinski breaks down why Azure's growth could still surprise the market.
Via
Benzinga
Topics
Artificial Intelligence
3 Dividend ETFs with 25% Upside Over the Next Year, According to Wall Street Analysts
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April 10, 2026
Most people don't think of dividend ETFs as having significant share price upside, but these three do.
Via
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Topics
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ETFs
A $2 Trillion IPO and the Space Economy
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April 10, 2026
We discuss the hottest IPO ever, SpaceX, and what the future of the space economy might look like.
Via
The Motley Fool
Topics
Economy
Initial Public Offering
Amazon CEO Andy Jassy Just Delivered Bad News for the Artificial Intelligence (AI) Bears
↗
April 10, 2026
Andy Jassy just dropped his annual letter to shareholders.
Via
The Motley Fool
Topics
Artificial Intelligence
Bank of America Says Marvell and AMD Are 2 Top ‘AI Compute’ Stocks to Buy Now
April 10, 2026
BofA sees Marvell and AMD well positioned as AI demand drives the next wave of chip growth.
Via
Barchart.com
Topics
Artificial Intelligence
Mechanics Bank Trust Dumps $16.8 MIllion Worth of Mechanics Bancorp Shares -- What Investors Should Know
↗
April 10, 2026
Mechanics Bancorp provides banking and lending services to individuals and businesses across the West Coast.
Via
The Motley Fool
Topics
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Silicon Sovereignty: How TSMC’s AI Dominance is Fueling a Charge into the Global Top Five by 2030
April 10, 2026
TAIPEI, April 10, 2026 — Taiwan Semiconductor Manufacturing Co. (NYSE: TSM) released its highly anticipated monthly revenue report today, confirming what many analysts have suspected for months: the...
Via
MarketMinute
Topics
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Economy
AWS Re-Acceleration Propels Amazon Above $2.5 Trillion as AI Bets Begin to Pay Off
April 10, 2026
The financial markets witnessed a significant shift today, April 10, 2026, as shares of Amazon.com Inc. (NASDAQ: AMZN) surged over 5%, pushing the tech giant’s market capitalization firmly past the...
Via
MarketMinute
Topics
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Earnings
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The Silicon Architect: Broadcom Surges 5% as AI Infrastructure Dominance Fuels Top-5 Market Cap Projections
April 10, 2026
Shares of Broadcom Inc. (Nasdaq:AVGO) surged more than 5% during Friday’s trading session on April 10, 2026, closing at a new record high as investors reacted to a confluence of bullish catalysts...
Via
MarketMinute
Topics
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Oracle Lays Off 30,000 and Nike Falls Flat Once Again
↗
April 10, 2026
OpenAI announced a $122 billion capital raise, but bigger challenges may be ahead for the AI giant.
Via
The Motley Fool
Topics
Artificial Intelligence
Initial Public Offering
Workforce
Cybersecurity’s Reckoning: Valuations Vaporize as Cloudflare, Palo Alto, and CrowdStrike Lead Sector-Wide Rout
April 10, 2026
The cybersecurity sector, long the crown jewel of the high-growth software market, suffered a brutal liquidation today, April 10, 2026. In a session defined by "sell first, ask questions later," the...
Via
MarketMinute
Topics
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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
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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
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