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home
about us
Investment Approach
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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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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
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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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International Business Machines
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The Circular Revolution: How AI, Advanced Materials, and Digital Tech are Forging a Sustainable Future
December 09, 2025
The global economy is on the cusp of a profound transformation, driven by an accelerating wave of innovations in material science and sustainability. At the heart of this revolution lies the relentless...
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SMX Unveils Molecular Markers: The Dawn of Proof-Based Circularity in Global Supply Chains
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Why IBM Thinks Confluent Can Speed Up Its AI Strategy
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December 08, 2025
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Google’s AI-Powered Smart Glasses Set for 2026: A New Era of Ambient Computing
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December 09, 2025
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Global Markets Brace for Fed Decision Amidst Divergent Policies and Geopolitical Crosscurrents
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Dow Jones Navigates Turbulent 2025: AI Boom, Tariff Shocks, and Fed Expectations Drive Volatility
December 09, 2025
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University of the People and UNHCR Partner to Expand Refugee Access to Education
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IBM Stock: What's Next For Tech Giant After Biggest Acquisition In Six Years
↗
December 09, 2025
IBM stock analysts are positive on the tech giant's plan to acquire Confluent for $11 billion. Shares are near record highs.
Via
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The Best Quantum Computing Stock to Own If the Bubble Bursts (Hint: It's Not D-Wave, IonQ, or Rigetti)
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December 09, 2025
Bubble or no bubble, this quantum computing stock should be a long-term winner.
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Streaming Wars Go Hostile Just as Wall Street Braces for the Fed
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December 09, 2025
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Biggest Stock Movers Today, Dec. 8: CFLT, UL, & More
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December 08, 2025
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Stocks Retreat as Bond Yields Rise
December 08, 2025
The S&P 500 Index ($SPX ) (SPY ) on Monday closed down by -0.35%, the Dow Jones Industrials Index ($DOWI ) (DIA ) closed down by -0.45%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down by -0.25%....
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Is It Too Late to Chase the IBM-Driven Rally in Confluent Stock?
December 08, 2025
Confluent stock soars as IBM announces plans to buy the data streaming platform for $11 billion. Here’s why CFLT shares have little to no room for further upside in 2026.
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AI Deal Alert: IBM To Acquire Confluent For $11 Billion. What Should Investors Know?
↗
December 08, 2025
Big Blue loves big data.
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Why IBM's $11 Billion Confluent Deal Could Supercharge Its Unique AI Strategy
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December 08, 2025
Adding a foundational piece to its cloud and AI strategies.
Via
The Motley Fool
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Why Confluent Stock Ripped Higher on Monday
↗
December 08, 2025
Confluent will help IBM grow faster -- but can it grow fast enough to justify a high stock price?
Via
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Why Are Confluent (CFLT) Shares Soaring Today
December 08, 2025
Shares of data streaming platform provider Confluent (NASDAQ:CFLT) jumped 28.6% in the morning session after IBM agreed to acquire the data-streaming company for $31.00 per share in an all-cash deal.
Via
StockStory
Topics
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Earnings
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BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Confluent, Inc. (Nasdaq – CFLT), Eventbrite, Inc. (NYSE – EB), Crawford United Corporation (OTC – CRAWA), Mountain Commerce Bancorp, Inc. (OTC – MCBI)
December 08, 2025
From
Brodsky & Smith LLC
Via
GlobeNewswire
Confluent Stock Skyrockets As IBM Seals $11 Billion Buyout
↗
December 08, 2025
IBM to acquire Confluent for $11 billion, expanding AI capabilities. Deal approved by boards, expected to close mid-2022.
Via
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Navigating the Ethical Labyrinth: Humanity’s Urgent Quest to Control Advanced AI
December 08, 2025
December 8, 2025 – As artificial intelligence continues its breathtaking ascent, integrating into nearly every facet of modern life, humanity finds itself at a critical juncture. The rapid evolution of...
Via
TokenRing AI
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Stocks Pressured by Higher Bond Yields
December 08, 2025
The S&P 500 Index ($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...
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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...
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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...
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IBM Acquires Confluent for $11 Billion, Forging a Real-Time Data Backbone for Enterprise AI
December 08, 2025
In a landmark move set to redefine the landscape of enterprise artificial intelligence, International Business Machines Corporation (NYSE: IBM) today announced its definitive agreement to acquire...
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Cautious Start to the Week: Dow Dips as Market Awaits Fed's Next Move
December 08, 2025
The U.S. stock market commenced the week of December 8, 2025, with a distinctly mixed and cautious tone, as investors grappled with anticipation ahead of a pivotal Federal Reserve interest rate...
Via
MarketMinute
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Market Tremors: Dow Stumbles as IBM Soars on Mega-Deal, Tesla Slips Post-Downgrade
December 08, 2025
The financial markets experienced a day of stark contrasts on December 8, 2025, as the Dow Jones Industrial Average (DJIA) saw a notable decline, signaling broader market apprehension. Amidst this...
Via
MarketMinute
Topics
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Is CDW Stock Underperforming the Dow?
December 08, 2025
Although CDW has lagged behind the Dow over the past year, analysts remain moderately optimistic about the stock’s prospects.
Via
Barchart.com
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Stocks Mixed as Bond Yields Rise
December 08, 2025
The S&P 500 Index ($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
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Economy
Government
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