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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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Back Dated Performance Reports
Quarterly Performance Reports
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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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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AT&T Inc.
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Updated: 7:00 PM EST, Jan 5, 2026
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Corporate Earnings Amidst Rate Cuts: A Tailwind for Profitability?
September 17, 2025
The financial markets are abuzz with anticipation as central banks globally, particularly the Federal Reserve, signal a potential pivot towards interest rate cuts in the coming year. This impending...
Via
MarketMinute
Topics
Bonds
Credit Cards
Economy
Fed Trims Rates: What a September Cut Means for Your Investments
September 17, 2025
The Federal Reserve has made a pivotal move, delivering a widely anticipated 25 basis point rate cut in September 2025. This decision, the first rate reduction of the year, lowers the federal funds...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Credit Cards
A Look Into AT&T Inc's Price Over Earnings
↗
September 09, 2025
Via
Benzinga
3 Stocks Poised to Benefit From a Federal Rate Cut
↗
September 17, 2025
Lower interest rates should help many stocks, but these three are likely to especially benefit.
Via
The Motley Fool
Topics
Artificial Intelligence
Bonds
Economy
U.S. Economy at a Crossroads: Fed Rate Cut Looms Amidst Persistent Inflation and Softening Job Market
September 16, 2025
The U.S. economy finds itself in a precarious state as September 2025 approaches, characterized by a visible slowdown in growth, a deteriorating job market, and stubbornly persistent inflation. This...
Via
MarketMinute
Topics
Bonds
Credit Cards
Economy
3 Dividend Stocks Raising Payouts in 2025 — With More to Come
↗
September 16, 2025
While Verizon and JCI just boosted their dividend, investors should gear up for the second biggest name in AI semiconductors to do the same in 2025.
Via
MarketBeat
Topics
Artificial Intelligence
Federal Reserve Poised for Highly Anticipated Rate Cut Amidst Economic Crosscurrents: Market Braces for Volatility
September 15, 2025
As September 17, 2025, draws near, financial markets are gripped by high anticipation for the Federal Reserve's expected 25 basis point interest rate cut, a move widely considered a foregone conclusion...
Via
MarketMinute
Topics
Bonds
Economy
Government
The Fed's Guiding Hand: Unpacking the Historical Boost for Stocks After Rate Cuts
September 15, 2025
As financial markets brace for potential shifts in monetary policy, investors are keenly focused on the Federal Reserve's next moves. Historically, the initial reduction of the federal funds rate by...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Credit Cards
Consumer Tech News (September 8 – September 12): Rally Rolls On As iPhone 17 Underwhelms, Microsoft Bets On AI Chips, Oracle Reports Q1
↗
September 14, 2025
Fed-cut optimism kept markets rallying as iPhone 17 underwhelmed, Oracle posted mixed Q1, Microsoft doubled down on AI chips, and macro signals stayed muddled.
Via
Benzinga
Topics
Artificial Intelligence
The AI Ascension: How Artificial Intelligence is Reshaping the 2025 Global Market Landscape
September 12, 2025
Artificial Intelligence (AI) has unequivocally emerged as the single most influential market segment in 2025, driving unprecedented growth and innovation across nearly every sector of the global...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Government
AT&T Joins Forces With Gigs to Launch Embedded Phone Plans
↗
September 12, 2025
Gigs announced a strategic alliance with AT&T, allowing tech companies to offer mobile connectivity in their apps. Fintech Klarna is the first to launch on AT&T's network.
Via
Benzinga
Interest Rate Tides Turning: How Cheaper Money Fuels Corporate Profits and Ignites Equity Markets
September 11, 2025
The global financial landscape is on the cusp of a significant shift, as central banks worldwide, including the venerable Federal Reserve, signal a pivot towards lower interest rates. This eagerly...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Credit Cards
Stock Market Soars to New Highs: Rate Cut Hopes Fueling a Bullish Frenzy
September 11, 2025
The U.S. stock market has surged to unprecedented levels, with the S&P 500 and Nasdaq Composite indices notching new all-time highs. This remarkable rally is largely underpinned by a pervasive wave of...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Apple iPhone 17 Lineup May Not Draw Consumers 'Standing In Line' Or 'Beating Down The Doors' As AT&T CEO John Stankey Sees No 'Supercycles' Without AI
↗
September 11, 2025
AT&T CEO John Stankey warned that Apple's iPhone supercycle era may be over without a major AI breakthrough, while Wall Street analysts said the iPhone 17 offers solid but incremental upgrades that...
Via
Benzinga
Topics
Artificial Intelligence
Bond Market Braves Storm of Higher Yields and Persistent Volatility
September 10, 2025
The global bond market is currently navigating a period of pronounced turbulence, characterized by significantly higher yields and increased volatility. This unpredictable landscape, which is expected...
Via
MarketMinute
Topics
Bonds
Economy
Government
Global Bond Market Divergence: BoJ Tightening vs. Western Rate Cuts Sparks Market Upheaval
September 10, 2025
The global financial landscape is currently navigating a significant and unprecedented divergence in monetary policy among the world's leading central banks. While Western economic powerhouses like the...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Forget QQQ: This ETF Marries the Magnificent 7 and Communications
↗
September 10, 2025
Investors love QQQ, but its Magnificent Seven concentration is risky. The XLC also provides exposure to those stocks, but with a better balance.
Via
MarketBeat
Topics
Artificial Intelligence
ETFs
2 Unpopular Stocks That Should Get More Attention and 1 We Turn Down
September 10, 2025
When Wall Street turns bearish on a stock, it’s worth paying attention. These calls stand out because analysts rarely issue grim ratings on companies for fear their firms will lose out in other...
Via
StockStory
Navigating the Tempest: An Investor's Guide to the Volatile Bond Market of 2025
September 09, 2025
The global bond market is braced for continued turbulence in 2025, presenting a complex landscape for investors seeking stability and returns. A confluence of persistent inflation, central bank policy...
Via
MarketMinute
Topics
Bonds
Economy
Retirement
Why EchoStar Rocketed Higher in August
↗
September 09, 2025
And the rally continued into September.
Via
The Motley Fool
EchoStar Soars on $17B SpaceX Deal as Markets Brace for Key Inflation Data
↗
September 09, 2025
Tech stocks bounced back Monday, lifted by easing bond yields and major deals like EchoStar’s ($SATS | +18.0%) $17 billion spectrum sale to SpaceX. Meanwhile, investors remain on edge ahead of this...
Via
Chartmill
Topics
Bonds
Economy
Which S&P500 stocks are the most active on Monday?
↗
September 08, 2025
Let's have a look at what is happening on the US markets on Monday. Below you can find the most active S&P500 stocks in today's session.
Via
Chartmill
Federal Reserve Poised for September Rate Cut Amid Weakening Job Market
September 08, 2025
The financial world is abuzz with the overwhelming anticipation of a Federal Reserve interest rate cut in September 2025. This pivotal shift in monetary policy comes on the heels of a "disappointing"...
Via
MarketMinute
Topics
Bonds
Economy
Supply Chain
Why AT&T (T) Stock Is Trading Lower Today
September 08, 2025
Shares of telecommunications conglomerate AT&T (NYSE:T) fell 1.9% in the morning session after EchoStar announced plans to sell its spectrum licenses to SpaceX, fueling concerns about increased...
Via
StockStory
Why AST SpaceMobile Stock Sank Today
↗
September 08, 2025
SpaceX's gain is AST SpaceMobile's pain.
Via
The Motley Fool
Top S&P500 movers in Monday's pre-market session
↗
September 08, 2025
The US market is yet to commence its session on Monday, but let's get a preview of the pre-market session and explore the top S&P500 gainers and losers driving the early market movements.
Via
Chartmill
EchoStar Stock Jumps On Spectrum Sale To Elon Musk's SpaceX
↗
September 08, 2025
EchoStar stock surged after the company announced a spectrum sale to SpaceX for approximately $17 billion, including $8.5 billion in cash.
Via
Investor's Business Daily
Eyes on the Sky: AST SpaceMobile Prepares for Commercial Launch
↗
September 08, 2025
AST SpaceMobile is on the verge of generating revenue. Despite the stock having skyrocketed so far this year, there are more gains in store.
Via
MarketBeat
Elon Musk's SpaceX Acquires EchoStar Spectrum To Transform Global Satellite Connectivity
↗
September 08, 2025
EchoStar is selling AWS-4 and H-block spectrum to SpaceX for $17 billion, funding debt payments and expanding 5G services with Starlink Direct to Cell.
Via
Benzinga
Billionaire Dan Loeb of Third Point Ditched High-Yield AT&T for Wall Street's Most-Prized Artificial Intelligence (AI) Growth Stock
↗
September 08, 2025
Third Point's billionaire boss quickly shifted gears with AT&T and has continued to pile into Wall Street's preeminent AI stock for a second consecutive quarter.
Via
The Motley Fool
Topics
Artificial Intelligence
World Trade
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