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home
about us
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Team Biographies
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
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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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Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
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
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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Morgan Stanley
(NY:
MS
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153.70
-7.19 (-4.47%)
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Updated: 2:01 PM EDT, Mar 12, 2026
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Home Depot 'Investment Case' Intact After Earnings Beat; Rival Lowe's On Deck
↗
February 24, 2026
Home Depot reported fourth-quarter earnings Tuesday with Lowe's due Wednesday. Home Depot stock is up about 10% this year.
Via
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Morgan Stanley Capital Partners Acquires Security 101
February 24, 2026
From
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VIR Stock Surges 60% Pre-Market Today – Analysts Cheer Strong Cancer Data, Astellas Partnership
↗
February 24, 2026
Raymond James analyst Sean McCutcheon upgraded the stock to ‘Strong Buy’ from ‘Outperform’ and lifted his price target to $19 from $12.
Via
Stocktwits
Quaint Quant Conference Returns to Dallas–Fort Worth in 2026, Showcasing Premier Quant Talent at SMU Cox School of Business
February 24, 2026
The Quaint Quant Conference—the South’s only dedicated quantitative finance event—returns on Friday, April 10, 2026, hosted at the SMU Cox School of Business
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February 24, 2026
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GLW Stock On Track To Open At All-Time High – AI Data Centre Boom Spurs Price Target Hikes
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February 24, 2026
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Via
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Stock Index Futures Mixed With Focus on Trump’s SOTU Address and U.S. Economic Data
February 24, 2026
March S&P 500 E-Mini futures (ESH26) are down -0.04%, and March Nasdaq 100 E-Mini futures (NQH26) are up +0.21% this morning as sentiment remains cautious following yesterday’s selloff on Wall Street...
Via
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LITE Stock Heads For 4th Day In Green: Morgan Stanley Bets On AI Optics, Retail Is Bullish
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February 24, 2026
Lumentum is seeing surging demand for optical-based AI applications and is set to build on its 859% gain over the last one year.
Via
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Artificial Intelligence
Have $3,000? These 3 Stocks Could Be Bargain Buys for 2026 and Beyond.
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February 24, 2026
Investors should be willing to pay a premium for a quality stock, but that doesn't always mean you must pay a premium price.
Via
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Artificial Intelligence
Zeta Global Stock Inches Higher Ahead Of Earnings As AI Growth Story Faces Test
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February 24, 2026
After an 8% selloff tied to AI disruption fears, ZETA investors are betting Zeta can prove its artificial intelligence strategy is working in its favor.
Via
Stocktwits
Topics
Artificial Intelligence
2 Reasons to Watch PJT and 1 to Stay Cautious
February 23, 2026
Over the past six months, PJT’s stock price fell to $147.48. Shareholders have lost 17.2% of their capital, which is disappointing considering the S&P 500 has climbed by 7.3%. This may have investors...
Via
StockStory
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Stocks
Financial Exchanges & Data Stocks Q4 Results: Benchmarking MSCI (NYSE:MSCI)
February 23, 2026
As the Q4 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the financial exchanges & data industry, including MSCI (NYSE:MSCI) and its peers.
Via
StockStory
Beyond the Giants: The 'Other 492' Prepare to Lead the 2026 Profit Surge
February 23, 2026
As of February 23, 2026, the long-awaited "Great Convergence" of the American stock market has officially arrived. For the better part of the last three years, investor focus was almost exclusively...
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
Global Trade in Deep Freeze: Backlash Intensifies as Trump Pivot to 15% Universal Surcharge Ignites "Customs Chaos"
February 23, 2026
WASHINGTON, D.C. — The global trading order has descended into a state of unprecedented paralysis this week as the Trump administration’s sudden pivot to a 15% universal import surcharge triggered an...
Via
MarketMinute
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Government
World Trade
Novo Nordisk Shares Tumble 15.1% After CagriSema Fails to Topple Eli Lilly in Head-to-Head Trial
February 23, 2026
The undisputed reign of Novo Nordisk in the weight-loss drug sector faced its most severe challenge to date on February 23, 2026, as the company’s US-traded shares (NYSE: NVO) plummeted 15.1% in a...
Via
MarketMinute
Why Morgan Stanley Stock Dropped on Monday
↗
February 23, 2026
Lenders begin to worry about how AI agents could undermine their borrowers.
Via
The Motley Fool
Topics
Artificial Intelligence
Bonds
Stocks
Labor Market in Limbo: Jobless Claims Hit 227,000 as Fed Adopts ‘Wait-and-See’ Stance
February 23, 2026
The U.S. labor market continues to exhibit a complex duality of resilience and cooling, as the latest Department of Labor report revealed that initial jobless claims fell to 227,000 for the week ending...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Workforce
Everest Group Stock Outlook: Is Wall Street Bullish or Bearish?
February 23, 2026
Although Everest Group has lagged the S&P 500 over the past year, Wall Street analysts maintain a moderately optimistic outlook about the stock’s prospects.
Via
Barchart.com
Topics
ETFs
Stocks
The 2026 Midstream Powerhouse: A Deep-Dive into ONEOK (OKE) as Synergies Take Center Stage
February 23, 2026
As of February 23, 2026, ONEOK, Inc. (NYSE: OKE) stands as a titan of the North American midstream energy landscape. In the wake of a historic three-year consolidation phase—marked by the...
Via
Finterra
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Energy
The Warsh Doctrine: Federal Reserve Nomination Signals a Paradigm Shift in Monetary Policy
February 23, 2026
As the sun begins to set on the era of Jerome Powell, the landscape of American finance is bracing for a tectonic shift. The nomination of Kevin Warsh to succeed Powell as the Chair of the Federal...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Novo Nordisk Shares Plunge 13% as Next-Gen Weight Loss Drug CagriSema Fails to Topple Eli Lilly in Landmark Trial
February 23, 2026
COPENHAGEN — Shares of the Danish pharmaceutical giant Novo Nordisk (NYSE: NVO) plummeted more than 13% in premarket trading on Monday, February 23, 2026, following the release of highly anticipated...
Via
MarketMinute
Topics
Earnings
Lucid Group (LCID) Deep-Dive: The 2026 Crossroads and the Saudi Industrial Gambit
February 23, 2026
Date: February 23, 2026 Introduction As the sun rises over the Newark, California headquarters of Lucid Group (NASDAQ: LCID) this February 23, 2026, the atmosphere is one of focused intensity. Today,...
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Finterra
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Earnings
Economy
Electric Vehicles
Cloudflare (NET) Deep Dive: Navigating the 2026 Security Stock Pullback and the Rise of the Connectivity Cloud
February 23, 2026
Date: February 23, 2026Analyst Research Feature Introduction As of mid-day trading on February 23, 2026, the cybersecurity sector is experiencing one of its most significant single-day pullbacks since...
Via
Finterra
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Economy
Initial Public Offering
The GPU Debt Wall: A Deep Dive into CoreWeave (CRWV) and the 2026 AI Financing Crisis
February 23, 2026
On this Monday, February 23, 2026, the financial markets are grappling with a paradox: the insatiable demand for generative AI compute versus the structural fragility of the debt markets that fueled...
Via
Finterra
Topics
Artificial Intelligence
Fraud
Initial Public Offering
Edge of the Abyss or a New Peak? Akamai’s 2026 Profit Forecast Miss Explained
February 23, 2026
As of February 23, 2026, Akamai Technologies (NASDAQ: AKAM) finds itself at a critical juncture. Once the undisputed king of the Content Delivery Network (CDN) era, the company is now deep into a...
Via
Finterra
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Artificial Intelligence
Economy
The $3.4 Billion Exit: How Veris Residential Mastered the Great REIT Pivot
February 23, 2026
Date: February 23, 2026 Introduction In a landmark development for the real estate investment trust (REIT) sector, Veris Residential (NYSE: VRE) announced today, February 23, 2026, that it has entered...
Via
Finterra
Topics
Economy
Emissions
Apple Inc. (AAPL) Deep Dive: Navigating the 2026 Tariff Ruling and the AI Supercycle
February 23, 2026
Today is February 23, 2026. This date marks a significant turning point for the world’s most valuable company, Apple Inc. (NASDAQ: AAPL), as it grapples with a radical shift in U.S. trade policy...
Via
Finterra
Topics
Artificial Intelligence
Economy
World Trade
Deep Dive: Five9 Inc. (FIVN) and the Rise of Agentic CX in 2026
February 23, 2026
Date: February 23, 2026 By: Financial Research Insights Introduction As of February 23, 2026, the Cloud Contact Center as a Service (CCaaS) market is undergoing a seismic shift, and Five9 Inc. (NASDAQ:...
Via
Finterra
Topics
Artificial Intelligence
Earnings
Majority of States Exceed Revenue Targets, Classified as ‘Stable’
February 23, 2026
From
Morgan Stanley Investment Management
Via
Business Wire
Are Wall Street Analysts Predicting Mettler-Toledo Stock Will Climb or Sink?
February 23, 2026
Mettler-Toledo has underperformed the broader market over the past year, but analysts are cautiously optimistic about the stock’s prospects.
Via
Barchart.com
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ETFs
Supply Chain
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