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home
about us
Investment Approach
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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
Total Asset Fund (TAF)
TAF sm Program
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Back Dated Performance Reports
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
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
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The Golden Divide: Why the Bloomberg Commodity Index is Crushing Competitors in 2026
April 09, 2026
As of early April 2026, the global commodities market has been defined by a singular, glittering force: the relentless ascent of gold. While broad-market indices have traditionally moved in lockstep, a...
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The Power Behind the Brain: A Deep Dive into Monolithic Power Systems (MPWR) in the AI Era
April 09, 2026
In the high-stakes arena of artificial intelligence, public attention often gravitates toward the "brains" of the operation—the massive graphics processing units (GPUs) and specialized accelerators...
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Blackrock delivers strong, updated PEA + resource estimate --> over 120M Ag Eq. ounces
↗
April 05, 2026
Via
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The Brains and the Limbs: A Deep-Dive into Teradyne’s (TER) AI-Driven Ascent
April 09, 2026
Introduction As of April 9, 2026, the global semiconductor landscape has been fundamentally reshaped by the relentless demand for Artificial Intelligence (AI) infrastructure. At the heart of this...
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Exxon Mobil (XOM) Deep Dive: The Return of the Supermajor in a $100 Oil World
April 09, 2026
As crude oil prices breach the $100 threshold once again in early 2026, the global energy landscape is undergoing a profound transformation. At the center of this storm stands Exxon Mobil Corporation...
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The Great Energy Test: A Deep Dive into Carnival Corp (CCL) and the 2026 Travel Rally Reversal
April 09, 2026
As of today, April 9, 2026, the global travel industry finds itself at a crossroads that few analysts predicted eighteen months ago. For Carnival Corp (NYSE: CCL), the world’s largest cruise operator,...
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The Golden Hangover: Inside the March 19 Mining Liquidity Rupture
April 09, 2026
The era of easy gains for precious metals took a violent turn on March 19, 2026, as a massive sell-off erased billions in market capitalization from the world’s leading mining firms and exchange-traded...
Via
MarketMinute
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The $200 Billion Bet: How Amazon Is Re-Engineering the AI Economy in 2026
April 09, 2026
As of April 9, 2026, the global technology landscape has shifted from the "app era" to the "infrastructure era." At the center of this tectonic shift stands Amazon.com, Inc. (NASDAQ: AMZN). Once...
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Lawsuit
SHJ Wealth Advisors Opens $10 Million Position in iShares Defense Industrials Active ETF (IDEF)
↗
April 08, 2026
iShares Defense Industrials Active ETF offers actively managed exposure to defense and industrial companies for diversified sector access.
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
Morgan Stanley Launches Low-Fee Bitcoin ETF To Rival BlackRock, Grayscale
↗
April 08, 2026
Morgan Stanley has launched a low-fee Bitcoin ETF (MSBT), undercutting competitors and signaling growing institutional adoption. Backed by strong partners like Coinbase and BNY.
Via
Benzinga
Topics
ETFs
BlackRock Likely To Report Higher Q1 Earnings; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call
↗
April 08, 2026
BlackRock (NYSE: BLK) to release Q1 earnings on 4/14. Analysts expect $12.09 EPS & $6.6B revenue. BCRED fund saw first loss in 3 yrs. Analyst ratings & thoughts on buying BLK stock.
Via
Benzinga
BlackRock, State Street Challenge Invesco's Nasdaq-100 ETF Dominance
↗
April 08, 2026
BlackRock and State Street have threatened Invesco's decade-long dominance on the Nasdaq-100 ETF space, filing with the SEC to launch competing funds tracking the same index. QQQ is currently the only...
Via
Benzinga
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Regulatory Compliance
The Case for Owning Just 1 Cryptocurrency -- and Which One It Should Be
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April 08, 2026
If you had to pick just one coin to buy, there's an obvious strong candidate.
Via
The Motley Fool
Topics
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INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of BlackRock, Inc. - BLK
April 07, 2026
From
Pomerantz LLP
Via
GlobeNewswire
QQQ Just Met Its Match With This New ETF. Here's Why It's a Win for Investors.
April 07, 2026
BlackRock’s IQQ debut means QQQ just met its biggest rival. Here's why it matters and what investors should know.
Via
Barchart.com
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Warsh at the Helm: Wall Street Braces for a "Rules-Based" Fed as Trump Nominates Former Governor to Succeed Powell
April 07, 2026
WASHINGTON D.C. — In a move that signals a tectonic shift in the global financial landscape, President Donald Trump has officially nominated former Federal Reserve Governor Kevin Warsh to be the next...
Via
MarketMinute
Topics
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Economy
Wealth Manager Scoops Up 3.4 Million Shares of Exchange-Traded Fund, According to Recent SEC Filing
↗
April 07, 2026
BLCR is an actively managed ETF targeting large-cap U.S. equities through a blend of fundamental and quantitative strategies.
Via
The Motley Fool
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Regulatory Compliance
Institutional Floods: Bitcoin ETFs See $471 Million Surge as ‘Digital Gold’ Narrative Clashes With Impending US-Iran Deadline
April 07, 2026
In a dramatic shift of capital as the world watches the clock, U.S. spot Bitcoin exchange-traded funds (ETFs) recorded a massive $471.4 million in net inflows on Monday, April 6, 2026. This surge...
Via
MarketMinute
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The Fortress of Finance: A 2026 Deep Dive into JPMorgan Chase & Co. (JPM)
April 07, 2026
Today’s Date: April 7, 2026 Introduction As of early 2026, JPMorgan Chase & Co. (NYSE: JPM) stands not just as the largest bank in the United States, but as a global financial titan that has...
Via
Finterra
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The Modern Supermajor: A Deep Dive into ExxonMobil’s (XOM) 2026 Outlook
April 07, 2026
By [Journalist Name], Financial FeaturesDate: April 7, 2026 Introduction As of April 2026, ExxonMobil (NYSE: XOM) stands as a titan at the crossroads of a global energy transition that has proved more...
Via
Finterra
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The Light of Intelligence: A Deep Dive into Coherent Corp. (COHR) and the Future of AI Photonics
April 07, 2026
As of April 7, 2026, Coherent Corp. (NYSE: COHR) stands as a linchpin of the global technology infrastructure. Once known primarily as a specialized materials and industrial laser company, Coherent has...
Via
Finterra
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Supply Chain
Ackman’s $64 Billion Encore: Pershing Square Launches Bold Bid to Re-Shore Universal Music Group to New York
April 07, 2026
In a move that has sent shockwaves through the global financial markets, Bill Ackman’s Pershing Square Capital Management has launched a definitive $64 billion bid to acquire Universal Music Group...
Via
MarketMinute
Topics
ETFs
Regulatory Compliance
Stocks
Vertiv Holdings Co. (VRT): The Critical Infrastructure Behind the AI Boom
April 07, 2026
Date: April 7, 2026 Introduction In the mid-2020s, the global economy underwent a structural shift, pivotally centered on the rapid expansion of Generative AI. While much of the public's attention was...
Via
Finterra
Topics
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Economy
Supply Chain
Neurocrine Biosciences (NBIX): A New Era in Neuroscience and Endocrinology
April 07, 2026
Date: April 7, 2026 Introduction Neurocrine Biosciences, Inc. (NASDAQ: NBIX) has long been a bellwether for the mid-cap biotechnology sector, serving as a primary case study in how a company can...
Via
Finterra
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Earnings
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Intellectual Property
Tracking the Tracks: A Deep Dive into The Greenbrier Companies (GBX)
April 07, 2026
As of April 7, 2026, the global logistics landscape finds itself at a crossroads between post-pandemic stabilization and a renewed focus on environmental sustainability. At the heart of this industrial...
Via
Finterra
Topics
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Emissions
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The Architect of the AI Era: A Comprehensive 2026 Research Report on NVIDIA Corporation
April 07, 2026
Today’s Date: April 7, 2026 Introduction As of early 2026, NVIDIA Corporation (NASDAQ: NVDA) has transitioned from a high-performance hardware manufacturer into the de facto operating system for the...
Via
Finterra
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Initial Public Offering
Invesco’s Q1 2026 Earnings: What to Expect
April 07, 2026
Invesco is all set to release its fiscal first-quarter earnings this month, and analysts project a double-digit earnings growth.
Via
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Stock Market Today, April 6: Iran Conflict Continues to Dominate Markets
↗
April 06, 2026
Tesla tumbled while Micron moved upwards as investors watch the Iran conflict and inflation concerns grow, April 6, 2026.
Via
The Motley Fool
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Economy
Stocks
Oil Shocks and Economic Divergence: Previewing a High-Stakes Earnings Week
April 06, 2026
As the first quarter of 2026 draws to a close, Wall Street is bracing for a tumultuous earnings season that arrives amidst a backdrop of geopolitical upheaval and significant market volatility. With...
Via
MarketMinute
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Yields Under Siege: Bonds Grasp with 4.35% Reality Amidst Sticky Services Inflation and Global Unrest
April 06, 2026
As of April 6, 2026, the global financial landscape is grappling with a stark new reality: the 10-year U.S. Treasury yield has anchored itself at 4.35%, a level that just months ago seemed like a...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
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