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home
about us
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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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Quarterly Performance Reports
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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
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International Business Machines
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Confluent Stock Skyrockets As IBM Seals $11 Billion Buyout
↗
December 08, 2025
IBM to acquire Confluent for $11 billion, expanding AI capabilities. Deal approved by boards, expected to close mid-2022.
Via
Benzinga
Topics
Artificial Intelligence
Navigating the Ethical Labyrinth: Humanity’s Urgent Quest to Control Advanced AI
December 08, 2025
December 8, 2025 – As artificial intelligence continues its breathtaking ascent, integrating into nearly every facet of modern life, humanity finds itself at a critical juncture. The rapid evolution of...
Via
TokenRing AI
Topics
Artificial Intelligence
Stocks Pressured by Higher Bond Yields
December 08, 2025
The S&P 500 Index ($SPX ) (SPY ) today is down by -0.26%, the Dow Jones Industrials Index ($DOWI ) (DIA ) is down by -0.31%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -0.20%. December E-mini...
Via
Barchart.com
Topics
Bonds
Economy
Government
Why IBM Thinks Confluent Can Speed Up Its AI Strategy
↗
December 08, 2025
Via
Stocktwits
Topics
Artificial Intelligence
AI: The Disruptive Yet Resilient Force Reshaping the Advertising Industry
December 08, 2025
Artificial intelligence (AI) has emerged as the most significant transformative force in the advertising industry, fundamentally altering every facet of how brands connect with consumers. Far from...
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Intellectual Property
BlockchainFX Surges in Presale, Hedera Secures Institutional Wins, as Analysts Eye Bullish 2025 for Crypto
December 08, 2025
December 8, 2025 – The cryptocurrency market is abuzz with activity as a new contender, BlockchainFX (BFX), captures significant attention with its rapidly progressing presale, while established...
Via
BreakingCrypto
Topics
Artificial Intelligence
ETFs
IBM Acquires Confluent for $11 Billion, Forging a Real-Time Data Backbone for Enterprise AI
December 08, 2025
In a landmark move set to redefine the landscape of enterprise artificial intelligence, International Business Machines Corporation (NYSE: IBM) today announced its definitive agreement to acquire...
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Fraud
Cautious Start to the Week: Dow Dips as Market Awaits Fed's Next Move
December 08, 2025
The U.S. stock market commenced the week of December 8, 2025, with a distinctly mixed and cautious tone, as investors grappled with anticipation ahead of a pivotal Federal Reserve interest rate...
Via
MarketMinute
Topics
Economy
Electric Vehicles
Stocks
Market Tremors: Dow Stumbles as IBM Soars on Mega-Deal, Tesla Slips Post-Downgrade
December 08, 2025
The financial markets experienced a day of stark contrasts on December 8, 2025, as the Dow Jones Industrial Average (DJIA) saw a notable decline, signaling broader market apprehension. Amidst this...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Electric Vehicles
Is CDW Stock Underperforming the Dow?
December 08, 2025
Although CDW has lagged behind the Dow over the past year, analysts remain moderately optimistic about the stock’s prospects.
Via
Barchart.com
Topics
Stocks
Stocks Mixed as Bond Yields Rise
December 08, 2025
The S&P 500 Index ($SPX ) (SPY ) today is down by -0.02%, the Dow Jones Industrials Index ($DOWI ) (DIA ) is down by -0.25%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.33%. December E-mini...
Via
Barchart.com
Topics
Bonds
Economy
Government
SELLAS Life Sciences Draws Retail Buzz On SLS009 Trial Momentum – Stock Soars In Pre-Market
↗
December 08, 2025
The trial involved combining SLS009 with azacitidine and venetoclax in patients with relapsed or refractory acute myeloid leukemia.
Via
Stocktwits
Topics
Artificial Intelligence
Nasdaq, S&P 500 Futures Rise Ahead Of Fed Decision This Week: Why NFLX, CFLT, BA, LLY, IMMX Are On Traders' Radar
↗
December 08, 2025
Market-based odds now show an 87% chance of a rate cut.
Via
Stocktwits
Topics
ETFs
Economy
Government
Why IBM May Want Confluent So Badly: 3 Charts Reveal AI Play's Promise
↗
December 08, 2025
Confluent’s real-time data-streaming platform and steadily expanding cloud business in the AI era render it an attractive acquisition target.
Via
Stocktwits
Topics
Artificial Intelligence
Economy
IBM Reportedly Nears $11 Billion Deal To Acquire Confluent, In Big Push Into Real-Time AI Data
↗
December 08, 2025
International Business Machines Corp (NYSE: IBM) is reportedly in advanced discussions to acquire data-infrastructure company Confluent Inc (NASDAQ: CFLT) for approximately $11 billion.
Via
Benzinga
Topics
Artificial Intelligence
Confluent Stock Jumps On Report IBM Near Acquisition Deal
↗
December 08, 2025
Confluent stock rallied late Sunday on a Wall Street Journal report that IBM was close to finalizing an acquisition deal.
Via
Investor's Business Daily
3 Profitable Stocks That Fall Short
December 07, 2025
Even if a company is profitable, it doesn’t always mean it’s a great investment. Some struggle to maintain growth, face looming threats, or fail to reinvest wisely, limiting their future potential.
Via
StockStory
Could Investing $10,000 in D-Wave Quantum Make You a Millionaire?
↗
December 07, 2025
The hype surrounding this ticker is palpable, but in the long run, buzz alone isn't enough.
Via
The Motley Fool
Topics
Artificial Intelligence
Prediction: This Stock Will Be the Biggest Quantum Computing Winner of 2026
↗
December 07, 2025
Amid recent quantum advancements, now may be IBM's time to shine.
Via
The Motley Fool
Topics
Artificial Intelligence
Where Will Quantum Computing Stock Be in 1 Year?
↗
December 07, 2025
The photonics chipmaker still needs to clear a lot of technical hurdles.
Via
The Motley Fool
Forget Rigetti Computing and Buy This Safer Quantum Stock Instead
↗
December 06, 2025
Rigetti Computing is one of the high-flying, pure-play quantum computing stocks.
Via
The Motley Fool
ChatGPT: The AI Revolution That Redefined Human-Machine Interaction and Continues to Shape Our Future
December 06, 2025
Since its public debut on November 30, 2022, OpenAI's ChatGPT has not merely been an incremental advancement in artificial intelligence; it has been a seismic event, rapidly reshaping public perception...
Via
TokenRing AI
Topics
Artificial Intelligence
Intellectual Property
Mistral 3 Large Unleashes New Era for Open-Source AI, Challenging Frontier Models
December 06, 2025
Paris, France – December 2, 2025 – Mistral AI, the rising star in the artificial intelligence landscape, has officially unveiled its highly anticipated Mistral 3 family of models, spearheaded by the...
Via
TokenRing AI
Topics
Artificial Intelligence
Microsoft (NASDAQ: MSFT): A Deep Dive into a Tech Titan’s AI-Driven Future
December 05, 2025
Microsoft (NASDAQ: MSFT) remains an undisputed technology titan, holding significant relevance and a central focus in the global economy as of December 5, 2025. The company's strategic pivot towards...
Via
PredictStreet
Topics
Artificial Intelligence
Economy
Initial Public Offering
Advanced Micro Devices (NASDAQ: AMD): A Deep Dive into a Semiconductor Powerhouse
December 05, 2025
Advanced Micro Devices (NASDAQ: AMD) stands as a prominent global semiconductor company, driving innovation in high-performance computing, graphics, and visualization technologies. As of December 5,...
Via
PredictStreet
Topics
Artificial Intelligence
Intellectual Property
Supply Chain
With Fears Swirling, IBM Says There Is No AI Bubble. Does That Make IBM Stock a Buy Here?
December 04, 2025
Despite all the noise about an AI bubble, IBM isn’t buying into the fear. Could that confidence be your cue to load up on the stock?
Via
Barchart.com
Topics
Artificial Intelligence
Amano Hotels Pioneers Green AI: Flexkeeping’s Automated Cleaning Revolutionizes European Hospitality
December 04, 2025
London, UK – December 4, 2025 – In a landmark move poised to reshape the European hospitality landscape, Amano Hotels, a leading boutique urban lifestyle brand, has successfully scaled Flexkeeping's...
Via
TokenRing AI
Topics
Artificial Intelligence
Meta's AI Ascent: A Strategic Pivot Reshapes the Tech Landscape
December 04, 2025
December 4, 2025 – In a move that has sent ripples across the global financial markets, Meta Platforms (NASDAQ: META) experienced a significant stock surge today, with shares climbing between 4% and...
Via
MarketMinute
Topics
Artificial Intelligence
Stocks
Workforce
Will Dogecoin Reach $1 By the End of the Year?
↗
December 04, 2025
Dogecoin is trading at its lowest price in a year, but could a year-end rally be in store?
Via
The Motley Fool
Topics
Stocks
Better Quantum Computing Stock: D-Wave Quantum vs. IBM
↗
December 04, 2025
A pure-play quantum company and a tech veteran vie for leadership in the new technology.
Via
The Motley Fool
Topics
Artificial Intelligence
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