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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
Total Asset Fund (TAF)
TAF sm Program
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Sample Portfolio
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Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly 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
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Event Schedule
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Event Schedule
Total Asset Fund (TAF sm) Presentation
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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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AT&T Inc.
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Nasdaq 100 Top 25,000 As AMD Spikes, Gold Eyes $4,000: What's Moving Markets Monday?
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October 06, 2025
Tech and AI-related stocks continued to propel Wall Street to new record highs Monday, with Advanced Micro Devices Inc. (NASDAQ:AMD) surging nearly 30% after unveiling a landmark investment in OpenAI.
Via
Benzinga
Monday's session: top gainers and losers in the S&P500 index
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Let's have a look at what is happening on the US markets in the middle of the day on Monday. Below you can find the top S&P500 gainers and losers in today's session.
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Telecom Stocks Rattled After Verizon Unexpectedly Names Dan Schulman New CEO
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October 06, 2025
The appointment is effective immediately, replacing Hans Vestberg who has led Verizon since 2018.
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Which S&P500 stocks are gapping on Monday?
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October 06, 2025
Wondering what's happening in today's session regarding gap up and gap down stocks? Explore the S&P500 index on Monday to uncover the stocks that are gapping in the S&P500 index.
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Texas Takes on Wall Street: SEC Approves New Exchange, Challenging New York's Financial Dominance
October 06, 2025
The U.S. Securities and Exchange Commission (SEC) delivered a landmark decision on September 30, 2025, formally approving the Texas Stock Exchange (TXSE). This pivotal move greenlights the creation of...
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3 Dirt Cheap Stocks to Buy in a Market Priced for Perfection
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October 05, 2025
Bargains can be found even when the stock market is arguably frothy.
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Miran Urges Aggressive Fed Rate Cuts Amidst Data Delays, Sparking Policy Debate
October 03, 2025
Federal Reserve Governor Stephen Miran has ignited a fervent debate within financial circles and the central bank itself, calling for swift and substantial interest rate cuts despite ongoing delays in...
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The PetaHertz Era Dawns: Spatiotemporal Topological Combs Shatter Data Transmission Barriers, Reshaping Financial Markets
October 03, 2025
October 3, 2025 – A revolutionary breakthrough in data communication, dubbed "Spatiotemporal Topological Combs" (ST-Combs), is poised to fundamentally redefine the landscape of information...
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St. Louis Financial Sells $3.3 Million in AT&T Stock With Next Earnings on Deck
↗
October 03, 2025
Via
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Topics
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Global Markets Shrug Off Shutdown: S&P 500 and Nasdaq 100 Power to New Highs Amidst AI Boom and Rate Cut Hopes
October 03, 2025
New York, October 3, 2025 – In a remarkable display of market resilience, both the S&P 500 and Nasdaq 100 indices have soared to new record highs, largely defying the commencement of a United States...
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Stock Market Defies Gravity: A Winning Streak Continues Amidst Headwinds
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The U.S. stock market has continued its remarkable ascent, delivering a winning week and maintaining a robust upward trend despite a landscape dotted with potential headwinds. As of October 3, 2025,...
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AST SpaceMobile Soars on Breakthrough Space-Based Cellular Test, Eyeing Global Connectivity Revolution
October 02, 2025
New York, NY – October 2, 2025 – AST SpaceMobile (NASDAQ: ASTS) witnessed a dramatic surge in its stock price today, climbing 11.9% after the company announced a successful space-based direct-to-cell...
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Verizon Targets American Tower With Expensive Relocation Plan, Analysts Warn
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October 02, 2025
American Tower faces pressure as carriers remain muted, with T-Mobile driving colocations while Verizon targets its largest landlord.
Via
Benzinga
Government Shutdowns Cast a Long Shadow: The FCC's Paralysis and Tech Sector Repercussions
October 01, 2025
The specter of government shutdowns continues to loom large over the United States' economic landscape, and the technology sector, a cornerstone of modern innovation and growth, is particularly...
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This AT&T Analyst Is No Longer Bullish; Here Are Top 5 Downgrades For Wednesday
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Why EchoStar Stock Was Topping the Market on Tuesday
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September 30, 2025
A deal might be in the works to sell significant assets.
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AI Bridges the Distance: How New Tech is Revolutionizing Long-Distance Relationships
September 30, 2025
AI technology is rapidly transforming long-distance relationships (LDRs), offering innovative solutions to bridge geographical divides and foster emotional intimacy. From enhanced communication...
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EchoStar Stock Climbs As Investors Cheer Ongoing Spectrum Sales Strategy
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September 30, 2025
EchoStar shares trade higher after reports of Verizon talks on AWS-3 spectrum, following recent multibillion-dollar deals with AT&T and SpaceX.
Via
Benzinga
Have $5,000? These 2 Stocks Could Be Bargain Buys for 2025 and Beyond.
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September 29, 2025
Despite record highs in the market, bargains can still be found in the tech sector.
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The Motley Fool
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PCE Inflation Data: Fed's Delicate Dance as 'Sticky' Prices Persist, Rate Cut Hopes Remain
September 26, 2025
Washington D.C. – September 26, 2025 – The latest US Personal Consumption Expenditures (PCE) inflation data for August 2025, released today, has sent a nuanced signal across global financial markets....
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MarketMinute
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PCE Inflation Holds Steady at 2.9%: A Steady Hand for the Fed, Awaiting Market's Next Move
September 26, 2025
Washington D.C. – September 26, 2025 – The financial markets are digesting today's significant news as the U.S. Personal Consumption Expenditures (PCE) price index, the Federal Reserve's preferred...
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Carrier Incentives Could Spike Apple iPhone 17 Sales, Says Analyst
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September 26, 2025
Richer U.S. carrier trade-in deals and extended 24- to 36-month financing plans are giving Apple Inc. (NASDAQ: AAPL) a boost in this year’s iPhone upgrade cycle.
Via
Benzinga
Comcast Unleashes AI to Fortify Infrastructure and Accelerate Storm Recovery
September 26, 2025
Philadelphia, PA – September 26, 2025 – Comcast (NASDAQ: CMCSA) is making significant strides in leveraging artificial intelligence (AI) to revolutionize its network infrastructure, announcing the...
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Federal Reserve Signals Economic Support with Quarter-Point Rate Cut: What It Means for Your Wallet and the Market
September 25, 2025
In a widely anticipated move, the Federal Reserve recently announced a quarter-point reduction in its benchmark short-term interest rate, a decision poised to ripple through the U.S. economy and...
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S&P 500 Stumbles as Fed's Rate Cut and Powell's Warnings Send Ripples Through Market
September 25, 2025
The S&P 500, after scaling new heights, has recently experienced a multi-day downturn, prompting investors to reassess their positions in a volatile market. This decline follows a significant move by...
Via
MarketMinute
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Jim Cramer Sees AI Spending 'Revulsion' Clash With 'Desperate' Demand As Top Analyst Warns AI Investments Mirror Dotcom Bubble On 'Steroids'
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September 24, 2025
Jim Cramer sees a clash in AI spending as GQG Partners warns the boom is a 'dotcom bubble on steroids' with dangerous overvaluations.
Via
Benzinga
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Global Artificial Intelligence Fintech Market Expected to Reach $76 Billion By 2033 as AI Adoption in the Financial Industry Expands
September 24, 2025
EQNX::TICKER_START (NASDAQ:IQST),(NYSE:T),(NYSE:VZ),(NASDAQ:TMUS),(NASDAQ:CMCSA) EQNX::TICKER_END
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FinancialNewsMedia
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Final Days of Sunset Spas Annual Hot Tub Parking Lot Sale in Sierra Vista | 2290 E. Fry Rd.
September 22, 2025
Sierra Vista, AZ — September 26, 2025 — The clock is ticking for spa lovers in Southern Arizona! The Sunset Spas Annual Parking Lot Sale is wrapping up its final days in Sierra Vista, giving local...
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Global Artificial Intelligence Fintech Market Expected to Reach $76 Billion By 2033 as AI Adoption in the Financial Industry Expands
September 24, 2025
From
FN Media Group LLC
Via
GlobeNewswire
Media Merger Mania Strikes Again
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September 22, 2025
Paramount Skydance eyes Warner Bros Discovery, and there's a new richest person in the world as Oracle tries to take on big tech hyperscalers.
Via
The Motley Fool
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