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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
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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
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Event Schedule
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Event Schedule
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Event Schedule
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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
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Nasdaq Futures Fly On Buffett’s Alphabet Bet, Nvidia Q3 Hopes— Strategist Cites Fatigue Yet Expects Bull Run To Hold
↗
November 17, 2025
The risk-off mood seen in the market last week should give way to optimism amid some positive catalysts that could buoy the tech sector.
Via
Stocktwits
Topics
Artificial Intelligence
ETFs
Economy
Tech Rebounds After Selloff, Bitcoin Craters To $97,000: What's Moving Markets Friday?
↗
November 14, 2025
Investors stepped back into beaten-down tech names Friday, with the Nasdaq 100 rising 0.6% by midday in New York, staging a modest rebound after Thursday's sharp selloff.
Via
Benzinga
Paul Atkins Says SEC Will Review Proxy Advisory Firms, Shareholder Guidance: Report
↗
November 14, 2025
In an interview with Fox Business, the SEC Chair stated that the agency will release proposals and clarifications.
Via
Stocktwits
Topics
Regulatory Compliance
Nasdaq Futures Fall, Pointing To Another Rough Day For Techs, But Strategist Plays Down Late-Week Weakness
↗
November 14, 2025
Via
Stocktwits
401(k) Contribution Limit For 2026: IRS Increases Savings Cap For Next Year
↗
November 13, 2025
Via
Stocktwits
Scott Bessent Says ‘Substantial’ Tariff Relief Coming on Coffee, Bananas, And Other Fruits Grown Outside Of The US: Report
↗
November 12, 2025
Via
Stocktwits
Fed’s Jeffrey Schmid Warns Rate Cuts Could Have Long-Lasting Impact On Inflation
↗
November 14, 2025
Schmid said that inflation has been above the Fed’s 2% objective for over four years.
Via
Stocktwits
Topics
Economy
Immigration
Shutdown's Over, But Confidence Isn't Back: Sector ETFs Reveal Where Investors Are Hiding
↗
November 13, 2025
After the U.S. shutdown ends, markets fall as investors shift from QQQ, SPY and DIA, to defensive ETFs amid renewed caution.
Via
Benzinga
Topics
ETFs
Wall Street Falls On US Government Reopening Day, Bitcoin Slides To $100,000: What's Moving Markets Thursday?
↗
November 13, 2025
Risk sentiment deteriorated sharply on Thursday despite federal agencies reopening after the longest government shutdown in U.S. history, as investors aggressively repriced Fed rate-cut expectations...
Via
Benzinga
Topics
Economy
El-Erian Reportedly Says Affordability Debate Ignores A Key Factor – Rising Income Anxiety
↗
November 12, 2025
Via
Stocktwits
Goldman Sees US Stocks Lagging Asian, European Peers Through Next Decade: Report
↗
November 12, 2025
Via
Stocktwits
Jim Cramer Says The ‘Year of Magical Investing’ Is Ending – ‘Too Much OpenAI IOUs Flying Around’
↗
November 12, 2025
Via
Stocktwits
Why El-Erian Thinks The US Economy May Have ‘Cockroaches’, Not ‘Termites’: Report
↗
November 13, 2025
El-Erian explained that there is a fundamental difference between cockroaches and termites when it comes to the economy.
Via
Stocktwits
Topics
Economy
Nasdaq, Dow Futures Flash Green After Trump Signs Bill To End Longest Shutdown Ever — Strategist Sees Relief, But Warns Volatility Isn’t Going Away Yet
↗
November 12, 2025
Via
Stocktwits
Topics
Government
Stocks
Political Storm Brews Around Fed Governor Lisa Cook, Threatening Central Bank Independence
November 12, 2025
The venerable independence of the Federal Reserve, a cornerstone of U.S. economic stability, is currently facing an unprecedented challenge, ignited by intense political pressure on Governor Lisa Cook....
Via
MarketMinute
Topics
Bonds
Economy
Fraud
Nasdaq On Track To Rebound As QQQ, SPY Futures Rise — Analyst Flags 2 Tailwinds That’s Showing ‘No Signs Of Slowing Down’
↗
November 12, 2025
Via
Stocktwits
Kevin Hassett Reportedly Warns US Economic Data Lost During Shutdown May Never Be Recovered
↗
November 11, 2025
Via
Stocktwits
Trump Says Funds Left After $2,000 Tariff ‘Dividend’ Payments Will Be Used To ‘Substantially Pay Down National Debt’
↗
November 10, 2025
Via
Stocktwits
Topics
Government
US Consumer Goods Inflation Slows In October After 3-Month Climb, Shows OpenBrand Data
↗
November 10, 2025
Via
Stocktwits
Topics
Economy
White House ‘Very Hopeful’ That US Shutdown Will End Tonight – October Jobs, CPI Data May Never Be Released
↗
November 12, 2025
U.S. Press Secretary Karoline Leavitt said the shutdown could reduce U.S. economic growth in the fourth quarter by two percentage points.
Via
Stocktwits
Topics
Economy
Government
Dow Jones Hits Record Highs, AMD Jumps: What's Moving Markets Wednesday?
↗
November 12, 2025
Blue-chip stocks hit record highs as investors rotate toward old-economy leaders; AMD surges, gold rallies, oil slides on OPEC surplus outlook.
Via
Benzinga
Topics
Stocks
Wall Street Pauses, Silver Reclaims $50 With Shutdown End In Sight: What's Moving Markets Tuesday?
↗
November 11, 2025
U.S. equities took a breather on Tuesday, stabilizing after Monday's sharp rally as investors awaited a House vote on the temporary spending bill expected to end the record-long government shutdown...
Via
Benzinga
Dow Futures Rise As Senate Votes To End Government Shutdown: MTSR, VSAT, RUM, TSM Among Stocks To Watch
↗
November 10, 2025
Via
Stocktwits
Topics
Stocks
Charles Clough, Who Predicted 1990s Crash, Says Today’s Tech Rally Isn’t A Bubble: Report
↗
November 11, 2025
Instead, he warned that a generation breakdown maybe a bigger risk to the markets going forward, in an interview with Bloomberg.
Via
Stocktwits
Topics
Artificial Intelligence
Economy
Nasdaq, S&P 500 Futures Slip Even As Senate Clears Funding Bill, But Strategist Says Negativity Toward Market Getting ‘Harder To Defend’
↗
November 11, 2025
Via
Stocktwits
Topics
Stocks
Tech Rallies, Palantir Jumps 6% As Shutdown End Looms: What's Moving Markets Monday?
↗
November 10, 2025
Wall Street rebounded on Monday, recovering part of last week's steep losses as investors grew more confident about risk assets amid encouraging signs from Washington that the record-long government...
Via
Benzinga
House Speaker Mike Johnson Orders Lawmakers Back To End Historic Shutdown: Report
↗
November 10, 2025
Johnson stated that he expects the House to vote on the measure this week, but did not specify a date, according to comments cited by CNBC.
Via
Stocktwits
Topics
Artificial Intelligence
Fed’s Miran Calls For A ‘Minimum’ Of 25 Bps Rate Cut In December: Report
↗
November 10, 2025
Miran had voted in favor of 50 basis point rate cuts during the previous two meetings of the Federal Open Market Committee.
Via
Stocktwits
Topics
Economy
Nasdaq, S&P 500 Futures Rally On Signals Of Shutdown Ending: Analyst Says Tech Stocks Poised For Another 8-10% Rally By Year-End
↗
November 09, 2025
Via
Stocktwits
Topics
Stocks
Altimeter’s Brad Gerstner Says Markets Were Due For A ‘Breather’ After ‘Bubble’ Behavior: Report
↗
November 07, 2025
In an interview with CNBC, Altimeter Capital CEO Brad Gerstner said the current market pullback is a “healthy” correction after strong gains.
Via
Stocktwits
Topics
Artificial Intelligence
ETFs
Stocks
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