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home
about us
Investment Approach
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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
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Quarterly Performance Reports
Market Value Securities (MVS)
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Back Dated Performance Reports
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TAV Program
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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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
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Event Schedule
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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
MARKET RESEARCH
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International Business Machines
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Quantum Computing: The Missing Key Unlocking AI’s Next Frontier
December 02, 2025
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December 01, 2025
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Texas Parks and Wildlife Department Forges Path with Landmark AI Use Policy
December 01, 2025
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Topics
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AHA Urges FDA for Balanced AI Regulation in Healthcare: Prioritizing Safety and Innovation
December 01, 2025
Washington D.C. – December 1, 2025 – The American Hospital Association (AHA) has today delivered a comprehensive response to the Food and Drug Administration's (FDA) request for information on the...
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The Dawn of Brain-Inspired AI: Neuromorphic Chips Revolutionize Edge Processing
December 01, 2025
The landscape of artificial intelligence is undergoing a profound transformation with the emergence of neuromorphic chips, a revolutionary class of hardware designed to mimic the human brain's...
Via
TokenRing AI
Topics
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Quantum’s Cryogenic Crucible: Semiconductor Innovations Pave the Way for Scalable Computing
December 01, 2025
The ambitious quest for practical quantum computing is entering a new, critical phase, one where the microscopic battleground of semiconductor technology is proving decisive. Recent breakthroughs in...
Via
TokenRing AI
Topics
Artificial Intelligence
Supply Chain
Canada’s Chip Ambition: Billions Flow to IBM and Marvell, Forging a North American Semiconductor Powerhouse
December 01, 2025
In a strategic pivot to bolster its position in the global technology landscape, the Canadian government, alongside provincial counterparts, is channeling significant financial incentives and support...
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TokenRing AI
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Economy
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Beyond the Hype: AI’s Quiet Revolution in Niche Sectors Reshapes Industries from Medicine to Agriculture
December 01, 2025
Artificial intelligence, often spotlighted for its advancements in mainstream applications like conversational agents and autonomous vehicles, is quietly orchestrating a profound transformation across...
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TokenRing AI
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The Unseen Engine: AI Semiconductor Sector Poised for Trillion-Dollar Era
December 01, 2025
The artificial intelligence semiconductor sector is rapidly emerging as the undisputed backbone of the global AI revolution, transitioning from a specialized niche to an indispensable foundation for...
Via
TokenRing AI
Topics
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Intellectual Property
Beyond the Ice Rink: AI Unlocks Peak Performance Across Every Field
December 01, 2025
The application of Artificial Intelligence (AI) in performance analysis, initially gaining traction in niche areas like figure skating, is rapidly expanding its reach across a multitude of...
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AI Revolutionizes Hospitality and Food Service: Beyond the Kitchen, Into Every Guest Interaction and Supply Chain Link
December 01, 2025
Artificial intelligence (AI) is rapidly expanding its footprint across the food service and hospitality industries, transcending its initial applications in kitchen management to fundamentally reshape...
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AI Takes the Ice: Revolutionizing Olympic Figure Skating from Training to Triumphs
December 01, 2025
Artificial Intelligence is swiftly transforming the elegant and demanding world of Olympic-level figure skating, ushering in an era of unprecedented precision in training and unparalleled objectivity...
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IRI Spotlighted Again in the Big Data Market
December 01, 2025
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Press Release Distribution Service
Topics
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$826 Billion AI Market: The Only ETF You Need for Explosive Growth.
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November 30, 2025
An ETF is an excellent approach for an unpredictable AI industry with sky-high potential.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
This Sky-High Metric Says We're Probably in an AI Bubble
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November 29, 2025
The Shiller CAPE ratio is flashing warning signs.
Via
The Motley Fool
Topics
Artificial Intelligence
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Prediction: This Stock Market Bubble Will Burst in 2026 and 3 Popular Stocks Will Crash (Hint: Not Artificial Intelligence)
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November 29, 2025
Popular quantum computing stocks Rigetti, IonQ, and D-Wave could face a reckoning next year.
Via
The Motley Fool
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Artificial Intelligence
Economy
HBAR Ignites Post-Thanksgiving Rally with 2.5% Surge, Fueled by Institutional Inflows and Derivatives Optimism
November 28, 2025
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Kyndryl Wins Wall Street Support As 'Triple A' Plan Fixes Profits After IBM Split: Analyst
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November 28, 2025
Guggenheim analyst initiates coverage on Kyndryl with a Buy rating and a price forecast of $30. Kyndryl has executed a successful turnaround strategy and is well-positioned to gain share in the growing...
Via
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Could This Be the Best Way to Invest in AI Without Buying a Single Chip Stock?
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November 27, 2025
Investing in artificial intelligence infrastructure is a sound strategy.
Via
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3 Dividend-paying Stocks That Are Up Over 30% In 2025
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November 27, 2025
AbbVie, Amgen, and IBM are among 2025’s top dividend performers, each up more than 30% while offering solid yields and steady income.
Via
Talk Markets
Is International Business Machines Stock Outperforming the Dow?
November 27, 2025
International Business Machines has notably outperformed the Dow over the past year, and analysts are moderately optimistic about the stock’s prospects.
Via
Barchart.com
Topics
Artificial Intelligence
Stocks
Quantum Leap Forward: Quside Crowned ‘Company of the Year’ as Quantum Technology Reshapes Future Computing
November 26, 2025
Barcelona, Spain – November 26, 2025 – The burgeoning field of quantum technology is experiencing an unprecedented surge, transitioning rapidly from theoretical promise to practical application. At the...
Via
TokenRing AI
Topics
Artificial Intelligence
Kyndryl (KD) Stock Trades Up, Here Is Why
November 26, 2025
Shares of IT infrastructure services provider Kyndryl (NYSE:KD) jumped 1.7% in the afternoon session after Guggenheim initiated coverage on the company with a Buy rating and set a price target of $30....
Via
StockStory
Topics
Artificial Intelligence
Economy
Initial Public Offering
Oppenheimer Thinks Investors Are Missing Out on IBM Stock
November 26, 2025
Oppenheimer analyst believes investors are underestimating IBM’s rising strength in the AI-driven tech world.
Via
Barchart.com
Topics
Artificial Intelligence
Is This Quantum Chip Stock Set to Surge 22,660% Like Nvidia Did?
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November 26, 2025
IonQ is still a promising play on the nascent quantum computing market.
Via
The Motley Fool
Topics
Artificial Intelligence
Reflecting On IT Services & Consulting Stocks’ Q3 Earnings: EPAM (NYSE:EPAM)
November 25, 2025
Looking back on it services & consulting stocks’ Q3 earnings, we examine this quarter’s best and worst performers, including EPAM (NYSE:EPAM) and its peers.
Via
StockStory
Topics
Artificial Intelligence
Daniel Yomtobian Underscores New Brand-Building Opportunities Sparked by Pandemic Disruptions
November 25, 2025
Via
Press Release Distribution Service
Topics
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