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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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Client Information
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Event Schedule
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Event Schedule
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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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Cisco Systems
(NQ:
CSCO
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Updated: 4:00 PM EST, Dec 31, 2025
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Gold Soars Past $4,000 as U.S. Shutdown and Tariff Fears Fuel Safe-Haven Frenzy
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Cisco Unleashes AI Infrastructure Powerhouse and Critical Practitioner Certifications
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November 05, 2025
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1 Growth Stock to Stash and 2 We Ignore
November 05, 2025
Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived through the 2020 to 2022 COVID cycle.
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Where Will CoreWeave Stock Be in 5 Years?
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This hot AI stock could still have plenty of room to run.
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November 04, 2025
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AI Stocks Wipe Out Over $500B As Palantir Reminds Traders The Party Can't Last Forever
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November 04, 2025
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Schwab U.S. Dividend Equity ETF (SCHD) Offers Higher Yield and Lower Fees Than ProShares S&P 500 Dividend Aristocrats ETF (NOBL)
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November 04, 2025
Schwab U.S. Dividend Equity ETF (SCHD) Offers Higher Yield and Lower Fees Than ProShares S&P 500 Dividend Aristocrats ETF (NOBL)
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Intel Scores an Agentic AI Win
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November 04, 2025
Cisco's new edge artificial intelligence (AI) platform is powered by Intel's Xeon 6 CPUs.
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Amazon's $38B OpenAI Deal Proves NVIDIA's Monopoly Is Already Breaking
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November 03, 2025
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Cisco Stock Climbs After Launching New AI Platform
↗
November 03, 2025
Cisco launched new AI-driven innovations for enterprise value, including Unified Edge platform and AI-ready network architecture, to simplify operations, strengthen security, and accelerate...
Via
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Cisco Upgraded On View AI Orders Will Drive Fiscal 2026 Sales Beat
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November 03, 2025
UBS upgraded Cisco stock to buy on views artificial intelligence orders will drive a fiscal 2026 revenue beat.
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Could Overspending on AI Infrastructure Be the Weak Link That Bursts the Bubble?
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November 03, 2025
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iFeelTech Marks 15 Years Serving Miami Small Business IT Needs
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Better Artificial Intelligence ETF: Technology Select Sector SPDR Fund vs. Roundhill Generative AI & Technology ETF
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November 02, 2025
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3 Absurdly Cheap Dividend Stocks to Buy for Less Than $100
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November 02, 2025
Get the best of both worlds with these stocks: a high yield and the potential to secure a good return in the long run.
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Is Nvidia Still a Safe Bet if the "AI Bubble" Deflates?
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November 02, 2025
The problem with bubbles is you never know when they will pop or how long the fallout will linger.
Via
The Motley Fool
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Artificial Intelligence
Quantum Computing Stocks: Third Quarter Earnings Preview
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November 01, 2025
Quantum computing stocks continue to be volatile heading into Q3 earnings reports. IonQ reports late Wednesday.
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Here's Why I'm Loading Up on This AI-Heavy Vanguard ETF
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October 31, 2025
The artificial intelligence revolution is creating winners across chips, software, and cloud infrastructure, and this single Vanguard fund owns them all for a fraction of a percent in fees.
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An Epic Reversal Is Coming for Quantum Computing Stocks IonQ, Rigetti Computing, and D-Wave Quantum, Based on a Time-Tested Indicator
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October 31, 2025
One historically accurate valuation metric appears to spell doom for Wall Street's quantum computing pure plays.
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2 S&P 500 Stocks to Target This Week and 1 We Brush Off
October 31, 2025
While the S&P 500 (^GSPC) includes industry leaders, not every stock in the index is a winner. Some companies are past their prime, weighed down by poor execution, weak financials, or structural...
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Geopolitical Tensions and Trade Truces: A New Era for Stock Market Volatility
October 30, 2025
In an increasingly interconnected yet fractured world, geopolitical events have cemented their role as pivotal drivers of stock market trends and investor sentiment. From military conflicts to...
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What Are Wall Street Analysts' Target Price for Cisco Systems Stock?
October 30, 2025
Cisco Systems has outpaced the broader market over the past year, and analysts remain optimistic about the stock’s prospects.
Via
Barchart.com
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Nvidia Hits $5 Trillion: Is This The Next Dot-Com Bubble Or AI Gold Rush? The 56x Return Investor Speaks
↗
October 30, 2025
As chipmaker NVIDIA Corp. (NASDAQ: NVDA) surges past $5 trillion in market capitalization, several prominent analysts have reacted to the stock's unrelenting rally, amid growing concerns regarding its...
Via
Benzinga
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2 Mega-Cap Stocks to Target This Week and 1 We Question
October 30, 2025
Megacap stocks dominate their sectors and their actions influence economies worldwide. The flip side though is that their sheer size means they have less room for explosive growth as scale works...
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Dear Palantir Stock Fans, Mark Your Calendars for November 3
October 29, 2025
Palantir stock has surged more than 2,290% over the last three years and is among the most expensive companies on Wall Street. Is PLTR stock a good buy today?
Via
Barchart.com
Topics
Artificial Intelligence
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