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home
about us
Investment Approach
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Market Analysis Summary
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Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
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
FIP
Event Schedule
TAM
Event Schedule
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
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
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JPMorgan Chase & Co
(NY:
JPM
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282.89
-4.63 (-1.61%)
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Updated: 7:00 PM EDT, Mar 12, 2026
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Financial Stocks Are Getting Crushed. Consider Buying This Low-Cost Vanguard ETF.
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Summer of Easing Delayed: Hot PPI and Geopolitical Strife Force Fed to Defy Trump’s Angry Demands
March 03, 2026
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PPI Shock: January Wholesale Inflation Spikes 0.8%, Igniting Stagflation Alarms and Derailing Fed Rate Cut Hopes
March 03, 2026
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Chaos in the Capital Markets: Dow Plunges 1,000 Points as Iran Conflict Ignites Oil Surge
March 03, 2026
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Is Pan American Silver Going to $70?
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S&P 500 Defies Gravity to Reach 7,100 Milestone: Inside the AI-Driven 2026 Bull Market
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The 4.5% Precipice: Analyzing the 10-Year Treasury Breakout and Its Market Consequences
March 03, 2026
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Silver Smashes $80 Barrier: The White Metal’s ‘Fast and Furious’ Climb into 2026
March 03, 2026
LONDON / NEW YORK — In a historic shift for the commodities markets, silver has decisively shattered the $80 per ounce psychological ceiling, trading at $83.60 as of March 3, 2026. This "fast and...
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Fed at the Crossroads: March 18 FOMC Preview and the 2% Inflation Milestone
March 03, 2026
As the Federal Open Market Committee (FOMC) prepares to convene on March 18, 2026, the financial world is locked in a high-stakes debate over the future of interest rates. With the current date of...
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The Warsh Transition: Trump’s Fed Nominee Triggers ‘Sound Money’ Shift Ahead of March FOMC
March 03, 2026
As the sun rises on March 3, 2026, the global financial community is fixated on a singular transition of power: the pending handover of the Federal Reserve chairmanship from Jerome Powell to Kevin...
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The Institutionalization of Coinbase: A Research Deep-Dive into COIN in 2026
March 03, 2026
As of March 3, 2026, the financial landscape has undergone a tectonic shift, and at the center of this transformation stands Coinbase Global, Inc. (NASDAQ: COIN). Once dismissed by skeptics as a mere...
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This Is What Whales Are Betting On JPMorgan Chase
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The Data Fortress: A Deep Dive into Varonis Systems (VRNS) in the Age of AI Security
March 03, 2026
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The Great Re-Gilding: GLD Surpasses $180 Billion AUM as Junior Miners Deliver Triple-Digit Returns
March 03, 2026
As of March 3, 2026, the global financial landscape has shifted decisively toward tangible assets, marking a historic turning point for precious metals. The SPDR Gold Shares (NYSEArca: GLD) has...
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Jamie Dimon Warns Credit Cycle Will Be 'Worse Than Normal' — What Prediction Markets Tell Us About The Next Recession
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March 03, 2026
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JPMorgan CEO Jamie Dimon Says AI Could Lead To Four-Day Work Week: 'It Will Be A Wonderful Thing'
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March 03, 2026
Jamie Dimon said AI could eventually shorten the workweek to four days while boosting productivity and innovation.
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Benzinga
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Salesforce Stock Slips Premarket: First Price Target Hike Since Revenue Warning Fails To Revive Bulls
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March 03, 2026
Wall Street remains split on whether AI will accelerate Salesforce’s growth or pressure traditional SaaS models, with Agentforce seen as a key test.
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JPMorgan Urges Investors To 'Buy The Dip' Amid US-Iran War: Mohammed El-Erian, Gary Black Diverge On Long-Term Economic Impact
↗
March 03, 2026
JPMorgan says "buy the dip" amid the US-Iran war. Experts El-Erian and Gary Black clash on stagflation risks and 2026 market growth.
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Jamie Dimon Reacts To Coinbase CEO's Level Playing Field Pitch: 'If They Want To Be A Bank, So Be It' — But They Should Be Treated As One
↗
March 03, 2026
Jamie Dimon, CEO of JPMorgan Chase & Co., weighed in on the debate surrounding stablecoin rewards on Monday, February 2, insisting that any cryptocurrency firm offering should fall under banking...
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Jamie Dimon Tells Crypto Firms To ‘Become A Bank’ If They Want To Offer Rewards Amid CLARITY Act Standoff
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March 03, 2026
The CLARITY Act missed its March 1 deadline, with no updates on when the next round of talks are scheduled to happen or if another deadline has been put in place.
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Stock Market Today, March 2: SoFi Technologies Rises After CEO Anthony Noto Buys 56,000 Shares
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March 02, 2026
Today, March 2, 2026, insider buying and heavy trading put this fast-growing fintech squarely in focus.
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Stock Market Today, March 2: Netflix Advances After Dropping Pursuit of Warner Bros. Deal
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March 02, 2026
Netflix rose as investors backed management’s decision to forgo a Warner Bros. acquisition, favoring balance-sheet discipline and organic cash flow growth.
Via
The Motley Fool
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JPMorgan Identifies 8 CLARITY Act Catalysts—And Altcoins Like XRP Could Benefit
↗
March 02, 2026
JPMorgan analysts say U.S. crypto market structure legislation could be approved by mid-year and serve as a positive catalyst for markets in the second half, identifying eight specific provisions that...
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JPMorgan’s Dimon Says Higher Inflation Risk Could Be A ‘Skunk At A Party’ For US
↗
March 02, 2026
CEO Jamie Dimon said in a CNBC interview that there’s more inflation than people think, and that could have long-term consequences.
Via
Stocktwits
Topics
Economy
Energy Shock Rattles Markets: MGM and Dollar Tree Tumble as Rising Gas Prices Squeeze Consumers
March 02, 2026
NEW YORK — The financial markets faced a turbulent start to the week on March 2, 2026, as a sharp spike in energy costs sent shockwaves through the consumer discretionary sector. Investors, spooked by...
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MarketMinute
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Yields Surge to 4.03% as Manufacturing Strength and Geopolitical Tensions Force a Fed Rethink
March 02, 2026
The U.S. Treasury market experienced a sharp sell-off today as the yield on the benchmark 10-year Treasury note climbed to 4.03%, a significant psychological and technical threshold. This move comes on...
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The 2026 Banking Twist: Why Regional and Diversified Lenders Are Plunging Toward Support
March 02, 2026
The financial markets were rattled on March 2, 2026, as a wave of selling hit the banking sector, erasing billions in market capitalization in a single session. The SPDR S&P Bank ETF (NYSE Arca: KBE)...
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Goldman Sachs Breaches Key Technical Floor as Geopolitical Shock Sends Dow Reeling
March 02, 2026
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Gold Shatters Records, Breaching $5,300 as Middle East Conflict Ignites Global Dash for Safety
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