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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
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
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TAF sm Program
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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
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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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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BlackRock
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The Flash Resurrection: SanDisk’s Strategic Spinoff and the AI Memory Supercycle
January 07, 2026
Today’s Date: January 7, 2026 Introduction In the rapidly shifting landscape of semiconductor technology, few stories are as compelling as the resurrection of SanDisk (NASDAQ: SNDK). Once a household...
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Amazon’s January Breakout Propels S&P 500 to Record Highs Amid Consumer Resilience
January 06, 2026
In a historic start to the 2026 trading year, Amazon.com Inc. (NASDAQ: AMZN) has emerged as the primary engine driving the S&P 500 to unprecedented heights. On January 6, 2026, the benchmark index...
Via
MarketMinute
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The Second Peak: Shiller PE Hits Levels Seen Only Once Since the 1870s
January 06, 2026
As of January 6, 2026, the U.S. stock market has crossed into a valuation stratosphere that has historically served as a harbinger of significant correction. The Cyclically Adjusted Price-to-Earnings...
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MarketMinute
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ETFs
Saudi Arabia Shatters Barriers: Tadawul to Open for All Foreign Investors in February
January 06, 2026
In a move that signals the dawn of a new era for Middle Eastern finance, the Saudi Arabian Capital Market Authority (CMA) announced on January 6, 2026, that it will officially eliminate the Qualified...
Via
MarketMinute
Topics
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Initial Public Offering
Kingdom Unbound: Saudi Arabia Dismantles Barriers to Global Capital in Landmark Market Liberalization
January 06, 2026
In a move that signals the final dismantling of the "financial fortress" once surrounding the Middle East's largest economy, Saudi Arabia has officially announced the full liberalization of its capital...
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MarketMinute
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Initial Public Offering
Not JPMorgan Or Goldman – Morgan Stanley Becomes First US Bank To File For Bitcoin, Solana ETFs
↗
January 06, 2026
SEC filings show Morgan Stanley is seeking to issue its own Bitcoin and Solana ETFs rather than distribute third-party products.
Via
Stocktwits
Topics
ETFs
Government
Regulatory Compliance
The First US Crypto Fund To Pay Staking Rewards Is Also Staring At $5 Billion In Outflows
↗
January 06, 2026
Grayscale Ethereum Trust announced that it would distribute staking-related cash proceeds to shareholders for the first time on Tuesday.
Via
Stocktwits
Topics
ETFs
The 2026 Blueprint: Five Core Stocks to Anchor Your Portfolio in a Year of AI Realization
January 05, 2026
As we cross the threshold into 2026, the financial markets have entered a sophisticated new phase. The "AI Gold Rush" of 2024 and 2025 has matured into what analysts are calling the "Era of AI...
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MarketMinute
Topics
Artificial Intelligence
Economy
Energy
The Inference Revolution: Nvidia’s $20 Billion Groq Acquisition Redefines the AI Hardware Landscape
January 05, 2026
In a move that has sent shockwaves through Silicon Valley and global financial markets, Nvidia (NASDAQ: NVDA) officially announced the $20 billion acquisition of the core assets and intellectual...
Via
TokenRing AI
Topics
Artificial Intelligence
Intellectual Property
Crypto ETF Money Is Moving – And Not Just Toward Bitcoin Anymore
↗
January 05, 2026
ETF pipeline continues to expand, with more than 130 crypto-related ETF filings under SEC review, according to ETF Store President Nate Geraci.
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Stocktwits
Topics
ETFs
Regulatory Compliance
Aviva Partners with BlackRock to Rebuild Insurance Assets Through Distributed Digital Infrastructure, Ushering in a New Paradigm for RWA Insurance Assets
January 03, 2026
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Binary News Network
Bitcoin Turns 17 As Spot ETFs Suffer Historic Losses
↗
January 03, 2026
Regulatory approval and institutional products have legitimized Bitcoin, but recent market activity shows that the ETF sector is in historical losses.
Via
Stocktwits
Topics
ETFs
Economy
BigBear.ai Completes Balance Sheet Overhaul with Final Debt Redemption
January 02, 2026
As of January 2, 2026, BigBear.ai (NYSE: BBAI) has officially signaled the completion of a multi-year financial transformation, executing a final redemption call for its remaining convertible debt....
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MarketMinute
Topics
Artificial Intelligence
Bankruptcy
The Great 2026 Rebalancing: Institutional Giants Pivot from AI Hype to Industrial Execution
January 02, 2026
As the opening bell rang for the first trading session of 2026, the financial world witnessed the commencement of what analysts are calling "The Great Rebalancing." Institutional fund managers,...
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MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
Market Hangover: Investors Tread Cautiously as 2026 Opens with a 'Wobbly' Performance
January 02, 2026
The euphoria that defined much of 2025 appears to have hit a wall of reality as the 2026 trading year began with a tentative and "wobbly" session on January 2. While the previous year saw the S&P 500...
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MarketMinute
Topics
Artificial Intelligence
Economy
Electric Vehicles
As January Goes: Why Investors are Betting the 2026 Market Direction on the First 31 Days
January 02, 2026
As the opening bell rang on the morning of January 2, 2026, the atmosphere on the floor of the New York Stock Exchange was thick with both optimism and a familiar, calculated anxiety. Following a...
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MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
The Great Decoupling: Bitcoin’s 30% Plunge Challenges the 'Safe-Haven' Narrative
January 02, 2026
The digital asset market has entered 2026 on shaky ground as Bitcoin (BTC) struggles to find its footing following a bruising 30% correction from its October 2025 peak. After surging to an all-time...
Via
MarketMinute
Topics
ETFs
Economy
Yield Shock: Strong Jobs Data and Fiscal Stimulus Reset Fed Expectations for 2026
January 02, 2026
The first trading session of 2026 has sent a jolt through the global fixed-income markets. On January 2, 2026, a surprising resilience in the U.S. labor market, coupled with the looming inflationary...
Via
MarketMinute
Topics
Bonds
ETFs
Economy
The Great Admission: Federal Reserve Signals Retreat from the Battle Against Inequality
January 02, 2026
As the calendar turns to 2026, the global financial community is grappling with a stark admission from the world’s most powerful central bank. In a series of year-end communications, most notably a...
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MarketMinute
Topics
Artificial Intelligence
Credit Cards
Economy
The 7,000 Threshold: S&P 500 Defies Year-End Slump with Explosive 2026 Breakout
January 02, 2026
The S&P 500 index opened the 2026 trading year with a definitive technical breakout on January 2nd, surging past critical resistance levels and signaling a robust start to the new year. After a...
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MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
ADP at the Crossroads: A Deep-Dive into the Dividend King Trading Near 52-Week Lows
January 02, 2026
As we enter the first week of 2026, the market finds itself in a peculiar position regarding defensive stalwarts. Automatic Data Processing, Inc. (Nasdaq: ADP), long considered the "system of record"...
Via
PredictStreet
Topics
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The Nervous System of AI: Why Ciena Corp (CIEN) is the 2026 Stock to Watch
January 02, 2026
As of January 2, 2026, the global technology landscape is being fundamentally reshaped by the "AI-First" infrastructure boom. While NVIDIA and semiconductor giants have dominated the spotlight, the...
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PredictStreet
Topics
Artificial Intelligence
Economy
The Linchpin of the AI Era: A Deep-Dive Stock Research Report on ASML (ASML)
January 02, 2026
As of January 2, 2026, the global semiconductor landscape remains inextricably tied to a single company based in Veldhoven, Netherlands. ASML Holding N.V. (NASDAQ: ASML), the world’s sole provider of...
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PredictStreet
Topics
Artificial Intelligence
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Supply Chain
Where Will Brookfield Asset Management Be in 5 Years?
↗
January 02, 2026
If Brookfield Asset Management's valuation remains unchanged, the stock could be worth significantly more in five years.
Via
The Motley Fool
Prediction: This Unstoppable BlackRock ETF Will Beat the S&P 500 Again in 2026
↗
January 02, 2026
This ETF is drawing its strong returns from tech powerhouses like Nvidia, Broadcom, and Palantir.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Stocks
Bitcoin Eyes $100,000: Technical Breakout Above 21-Day Moving Average Signals 2026 Bull Charge
January 01, 2026
As the sun rises on January 1, 2026, the cryptocurrency market is shaking off the "tactical bruises" of a volatile fourth quarter. Bitcoin (BTC) is currently trading in a tight range between $87,000...
Via
MarketMinute
Topics
Artificial Intelligence
Derivatives
ETFs
Institutional Giants Bet Big on TransUnion: The AI-Driven Credit Renaissance of 2026
January 01, 2026
As the financial world rings in the new year, a significant shift in the credit services landscape has become impossible to ignore. Throughout the final months of 2025, institutional investors—the...
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Data Breach
Newmont Corporation (NEM) 2026: The Gold-Copper Giant Enters a New Era
January 01, 2026
As of today, January 1, 2026, Newmont Corporation (NYSE: NEM) stands at a pivotal crossroads. It is the world’s largest gold mining company, a titan of industry that has spent the last two years...
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Naval Power in the AI Age: A Deep Dive into Huntington Ingalls Industries (HII)
January 01, 2026
Date: January 1, 2026 Introduction As the global geopolitical landscape enters 2026, the strategic importance of maritime dominance has never been more pronounced. At the heart of this "New Cold War"...
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Amazon 2026: Navigating the Efficiency Era and the AI Frontier (AMZN Research)
January 01, 2026
Date: January 1, 2026 Introduction As we enter 2026, Amazon.com, Inc. (NASDAQ: AMZN) stands at a pivotal crossroads. No longer just an "everything store," the Seattle-based titan has transformed into a...
Via
PredictStreet
Topics
Artificial Intelligence
Economy
World Trade
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