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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
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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
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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Alphabet-A
(NQ:
GOOGL
)
304.14
+1.86 (+0.62%)
Streaming Delayed Price
Updated: 10:58 AM EDT, Mar 16, 2026
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Why the Charts Say It Might Be Time for a Big Short on Google Stock
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Broadcom Shares Soar as AI Chip Revenue Jumps 74%, CEO Signals Massive Infrastructure Expansion
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Snowflake (SNOW) 2026 Deep-Dive: From Data Warehouse to AI Data Cloud Powerhouse
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March 06, 2026
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NVIDIA: The Sovereign of the Silicon Age
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In the annals of financial history, few dates carry the weight of May 22, 2024. It was the day NVIDIA (NASDAQ: NVDA) reported its Q1 FY2025 earnings, a "blockbuster" event that transcended mere...
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My Top 3 Mega-Cap AI Stocks to Buy After February's Tech Pullback
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March 06, 2026
A number of concerns weighed on the performance of AI stocks last month.
Via
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Topics
Artificial Intelligence
Is Alphabet Stock Going to $1,000?
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March 06, 2026
Investors have no complaints about the stock's more than eightfold gain in the past 10 years.
Via
The Motley Fool
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Chime Stock Down 15% Since June IPO, but One Fund Just Disclosed an $11 Million Bet on Shares
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March 06, 2026
This fintech operator delivers mobile-first, fee-free banking solutions to U.S. consumers seeking accessible financial alternatives.
Via
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Jim Cramer Says Buy 2 Trillion-Dollar AI Stocks -- Wall Street Agrees.
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March 06, 2026
Former hedge fund manager Jim Cramer says buy Alphabet and Amazon.
Via
The Motley Fool
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‘Big Short’ Fame Michael Burry Pitches Bold AI Deal Ideas For Apple, Adobe — And Fires Shots At Tesla CEO Elon Musk
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March 05, 2026
Burry believes Anthropic and Midjourney are excellent targets for Apple and Adobe, respectively.
Via
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Jeff Green Loads Up on The Trade Desk's Beaten-Down Stock. Should You Buy, Too?
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March 05, 2026
Jeff Green's huge insider purchase matters. But investors still need to ask whether The Trade Desk's business can reaccelerate enough to justify the stock's valuation.
Via
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GetHookd Announces AI-Driven Ad Optimization Tools For Meta & Google Advertising
March 05, 2026
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Ciena Sets Sights on $6.3 Billion as AI Infrastructure Boom Reshapes the Optical Market
March 05, 2026
As the global demand for artificial intelligence infrastructure enters a new, more intensive phase, Ciena (NYSE:CIEN) has positioned itself at the epicenter of the hardware revolution. In its latest...
Via
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The Agentic Shift: How Meta and Anthropic Fueled a High-Octane Rally Before the "SaaSocalypse" Market Reset
March 05, 2026
In the opening months of 2026, the technology sector witnessed a dramatic "tale of two tapes." Driven by monumental breakthroughs in autonomous "agentic" AI from Meta Platforms Inc. (NASDAQ: META) and...
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MarketMinute
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Alphabet’s $20 Billion ‘AI War Chest’ Ignites Bond Market as Demand Surges Past $100 Billion
March 05, 2026
In a resounding display of market confidence that underscores the intensifying arms race in artificial intelligence, Alphabet Inc. (NASDAQ: GOOGL) successfully closed a massive $20 billion bond sale in...
Via
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Broadcom (AVGO) Surges 4.8% as AI Earnings Beat Expectations in Volatile Market
March 05, 2026
In a trading session defined by red ink and rising geopolitical anxieties, Broadcom Inc. (NASDAQ: AVGO) emerged as a singular beacon of resilience. The semiconductor giant saw its shares climb 4.8% on...
Via
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Topics
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Earnings
Economy
Is Google Stock Still Cheap or Is It Time to Let Go?
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March 05, 2026
Google stock has doubled since the 2025 lows.
Via
The Motley Fool
Why Shares of The Trade Desk Dropped 21.5% In February
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March 05, 2026
The advertising technology company is slowing its revenue growth at an inopportune time.
Via
The Motley Fool
Topics
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The Great AI Loop: Why 'Circular Financing' is Raising Alarms on Wall Street
March 05, 2026
As the artificial intelligence boom enters its third year of breakneck expansion, a shadow is beginning to stretch across the industry’s balance sheets. A growing chorus of analysts and short-sellers...
Via
MarketMinute
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Ciena’s Record Triple-Beat Crushed by 14% Sell-Off as AI Hype Hits Valuation Wall
March 05, 2026
The "sell the news" fever that has gripped AI-adjacent technology stocks claimed its latest victim on March 5, 2026. Ciena Corp (NYSE: CIEN), a leader in optical networking and the "plumbing" of the...
Via
MarketMinute
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AI Infrastructure in the Balance: Marvell Technology Braces for Double-Digit Swing Ahead of Q4 Earnings
March 05, 2026
As the closing bell approaches on March 5, 2026, all eyes on Wall Street are fixed on Marvell Technology (NASDAQ:MRVL), which is set to report its fiscal fourth-quarter 2026 earnings after the market...
Via
MarketMinute
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The Rise of the 'HALO' Trade: Why Wall Street is Pivoting from Algorithms to Atoms
March 05, 2026
As the first quarter of 2026 draws to a close, a seismic shift in investor sentiment has fundamentally reshaped the landscape of the New York Stock Exchange and the Nasdaq. After three years of...
Via
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Energy
How Followerzoid Helps with Google Reviews to Make a Real Online Presence?
March 05, 2026
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7 Best Sites to Buy Google Reviews in 2026
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The Agentic Era: Meta and Anthropic Advancements Fuel Tech Sector Rebound Amid AI Infrastructure Supercycle
March 05, 2026
As of March 5, 2026, the technology sector is undergoing a massive "Second Wave" of growth, driven by a fundamental shift from experimental artificial intelligence to the deployment of autonomous "AI...
Via
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Alphabet’s $20 Billion AI War Chest: A $100 Billion Bet on the Future of Tech
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The global credit markets have delivered a resounding vote of confidence in the future of artificial intelligence, as Alphabet Inc. (NASDAQ: GOOGL) successfully raised $20 billion through a massive...
Via
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Topics
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