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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
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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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Back Dated Performance Reports
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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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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Meta Platforms Defies Market Gloom: AI Layoffs Signal a Leaner, 'AI-Native' Future
April 02, 2026
In a day dominated by geopolitical tension and surging energy costs, Meta Platforms (NASDAQ:META) emerged as a rare point of resilience in the technology sector. As crude oil prices spiked following an...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
Boeing’s Long Ascent: Navigating the Recovery of an American Industrial Icon
April 02, 2026
Boeing (NYSE: BA) is currently standing at the most significant pivot point in its century-long history. For much of the early 2020s, the aerospace giant was synonymous with crisis—marred by safety...
Via
Finterra
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Economy
Supply Chain
World Trade
The Brain and the Nervous System: A Deep-Dive into Aptiv’s 2026 Transformation
April 02, 2026
As of April 2, 2026, Aptiv PLC (NYSE: APTV) stands at a pivotal crossroads in its corporate history. Long regarded as the bridge between traditional automotive tier-one supply chains and the...
Via
Finterra
Topics
Artificial Intelligence
Bankruptcy
Economy
The Pure-Play Titan: A Deep Dive into ConocoPhillips (COP) in 2026
April 02, 2026
As of April 2, 2026, ConocoPhillips (NYSE: COP) stands as a titan of the global energy landscape, recently solidifying its position as the world’s largest independent exploration and production (E&P)...
Via
Finterra
Topics
Economy
Energy
The Permian Powerhouse: A Deep-Dive into Diamondback Energy (FANG) in 2026
April 02, 2026
As of April 2, 2026, the landscape of the American energy sector has undergone a seismic shift, driven by a wave of consolidation that has transformed the Permian Basin into a domain of titans. At the...
Via
Finterra
Topics
Emissions
Energy
The Rise of the Mega-Independent: A Deep Dive into Devon Energy (DVN) in 2026
April 02, 2026
As of April 2, 2026, the American energy landscape is undergoing a profound structural shift. The era of the "shale wildcatter" has definitively given way to the era of the "Mega-Independent." At the...
Via
Finterra
Topics
Economy
Energy
Regulatory Compliance
Dow Inc. (DOW) Deep-Dive: Navigating a Net-Zero Turnaround in 2026
April 02, 2026
As of April 2, 2026, Dow Inc. (NYSE: DOW) stands at a critical crossroads in the global materials science industry. Once the cornerstone of the massive DowDuPont conglomerate, the independent Dow has...
Via
Finterra
Topics
Economy
Electric Vehicles
Emissions
The Refining Powerhouse: A Deep-Dive into Valero Energy (VLO) in 2026
April 02, 2026
As of April 2, 2026, Valero Energy Corporation (NYSE: VLO) stands at a critical juncture in the global energy landscape. Long regarded as the gold standard of independent refining, Valero has...
Via
Finterra
Topics
Artificial Intelligence
Economy
Emissions
Coterra Energy (CTRA) 2026 Analysis: The Rise of a Super-Independent
April 02, 2026
As of April 2, 2026, the American energy landscape is undergoing a profound structural shift. While the "shale revolution" of the 2010s was defined by volume, the era of the mid-2020s is defined by...
Via
Finterra
Topics
Artificial Intelligence
Economy
Emissions
The Green Alchemy: A Deep-Dive into LyondellBasell’s (LYB) Global Transformation
April 02, 2026
Today’s Date: April 2, 2026 Introduction As the global materials industry grapples with the dual pressures of decarbonization and volatile feedstock costs, LyondellBasell Industries N.V. (NYSE: LYB)...
Via
Finterra
Topics
Bankruptcy
Derivatives
Economy
The Nitrogen Titan: A Deep-Dive into CF Industries (NYSE: CF) in 2026
April 02, 2026
As of April 2, 2026, the global agricultural and energy sectors find themselves at a historic crossroads, and few companies sit more squarely at the center of this intersection than CF Industries...
Via
Finterra
Topics
Artificial Intelligence
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Occidental Petroleum (OXY) in 2026: The Transformation from Oil Giant to Carbon Management Leader
April 02, 2026
As of April 2, 2026, Occidental Petroleum Corporation (NYSE: OXY) stands as a rare specimen in the global energy sector: a legacy oil major that has successfully rebranded itself as a frontrunner in...
Via
Finterra
Topics
Artificial Intelligence
Economy
Energy
The Global Pivot: A Deep-Dive into APA Corporation (NASDAQ: APA) in 2026
April 02, 2026
In the high-stakes world of global energy, few companies have navigated the pendulum of fortune as dramatically as APA Corporation (NASDAQ: APA). As of April 2, 2026, the company formerly known as...
Via
Finterra
Topics
Energy
Should You Buy CoinShares Stock Following SPAC Merger?
April 02, 2026
CoinShares stock crashed on its Nasdaq debut. Here’s why risk-averse investors are recommended caution in buying the dip in CSHR shares.
Via
Barchart.com
Topics
ETFs
Apollo, KKR, BlackRock, Carlyle: Private Credit Leaders Face Washington's Scrutiny
↗
April 01, 2026
The U.S. House Committee on Financial Services has asked private equity firms to reveal their private credit strategies.
Via
Benzinga
The Nitrogen Giant’s New Frontier: A Deep Dive into CF Industries (NYSE: CF)
April 01, 2026
Today’s Date: April 1, 2026 Introduction As of early 2026, the global industrial landscape is being redefined by two converging crises: food security and the decarbonization of heavy industry. Standing...
Via
Finterra
Topics
Economy
Emissions
Energy
The Energy-AI Nexus: A Deep Dive into Constellation Energy (CEG) as of April 2026
April 01, 2026
Today’s Date: April 1, 2026 Introduction As of early 2026, few companies sit at the intersection of heavy industry and the digital frontier as prominently as Constellation Energy (NASDAQ: CEG). Once...
Via
Finterra
Topics
Artificial Intelligence
Economy
Electric Vehicles
The Evolution of a MedTech Giant: A Deep Dive into Becton, Dickinson and Company (BDX)
April 01, 2026
As of April 1, 2026, Becton, Dickinson and Company (NYSE: BDX), commonly known as BD, finds itself at a historic crossroads. For decades, BD was viewed as a diversified healthcare conglomerate—a...
Via
Finterra
Topics
Economy
Lawsuit
Product Recall
The Medtronic Transformation: A Deep Dive into the Future of a MedTech Titan
April 01, 2026
As of April 1, 2026, the global medical technology landscape is undergoing a profound shift, and at the center of this evolution is Medtronic plc (NYSE: MDT). Long regarded as the "sleeping giant" of...
Via
Finterra
Topics
Artificial Intelligence
Economy
Initial Public Offering
Deep Dive: PepsiCo (PEP) — Navigating the New Era of Health and Value
April 01, 2026
As of April 1, 2026, PepsiCo (NASDAQ: PEP) stands at a critical juncture in its century-long history. Long regarded as the definitive "Steady-Eddie" of the consumer staples sector, the company has...
Via
Finterra
Topics
Artificial Intelligence
Economy
The AI Superintelligence Era: A Deep-Dive into Meta Platforms (META)
April 01, 2026
As of April 1, 2026, Meta Platforms, Inc. (NASDAQ: META) stands at a critical juncture in technological history. Once defined primarily as a social media conglomerate, the company has successfully...
Via
Finterra
Topics
Artificial Intelligence
Economy
Alphabet (GOOGL): The AI-Native Conglomerate Navigating a New Era of Dominance and Regulation
April 01, 2026
Date: April 1, 2026 Introduction In the high-stakes theater of global technology, few entities command as much gravity as Alphabet Inc. (NASDAQ: GOOGL). For decades, the company was defined by a...
Via
Finterra
Topics
Artificial Intelligence
Economy
Initial Public Offering
Apple at 50: The AI Pivot and the Regulatory Reckoning (AAPL)
April 01, 2026
April 1, 2026 Introduction As Apple Inc. (NASDAQ: AAPL) celebrates its 50th anniversary today, the company stands at a historic crossroads. Founded in a California garage on April 1, 1976, Apple has...
Via
Finterra
Topics
Artificial Intelligence
Economy
Lawsuit
Microsoft (MSFT) Deep-Dive: Navigating the Agentic AI Era and the CapEx Challenge
April 01, 2026
Microsoft Corp. (NASDAQ: MSFT) stands at a critical juncture in its five-decade history. Once the undisputed king of the desktop, the Redmond giant has successfully transitioned into an AI-first...
Via
Finterra
Topics
Artificial Intelligence
Economy
The Titan of Two Worlds: A Deep-Dive into Amazon’s 2026 Strategic Pivot
April 01, 2026
Date: April 1, 2026By: Finterra Research Department Introduction As of early 2026, Amazon.com, Inc. (NASDAQ: AMZN) stands as an unparalleled colossus, commanding the twin peaks of global e-commerce and...
Via
Finterra
Topics
Artificial Intelligence
Initial Public Offering
Oracle (ORCL): The AI Infrastructure Landlord of 2026
April 01, 2026
The transition of Oracle Corporation (NYSE: ORCL) from a legacy database giant to an artificial intelligence (AI) infrastructure powerhouse represents one of the most significant corporate...
Via
Finterra
Topics
Artificial Intelligence
The Silicon Phoenix: Advanced Micro Devices (AMD) and the Architecture of 2026
April 01, 2026
Introduction As we enter the second quarter of 2026, Advanced Micro Devices (Nasdaq: AMD) stands as a testament to one of the most significant corporate turnarounds and strategic pivots in technology...
Via
Finterra
Topics
Artificial Intelligence
Bankruptcy
Economy
The Silicon Nervous System: A Deep-Dive Research Feature on Marvell Technology (MRVL)
April 01, 2026
As of April 1, 2026, the semiconductor landscape has been irrevocably altered by the "Second Wave" of Artificial Intelligence infrastructure. While NVIDIA Corporation (NASDAQ: NVDA) remains the face of...
Via
Finterra
Topics
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Earnings
Economy
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of BlackRock, Inc. - BLK
March 31, 2026
From
Pomerantz LLP
Via
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Energy’s New Era: Why Exxon and Chevron Have Reclaimed the Safe-Haven Crown in 2026
March 31, 2026
NEW YORK — As the first quarter of 2026 draws to a close, the global financial landscape has undergone a seismic shift. The "growth at any cost" mantra that defined the early 2020s has been replaced by...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Retirement
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