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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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Sample Portfolio
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
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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
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Vanguard S&P 500 ETF
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Updated: 8:00 PM EST, Jan 5, 2026
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1 Unstoppable Vanguard ETF to Buy During the S&P 500 Bull Market
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October 28, 2025
Sometimes, you gotta dance with the one who brought you to the party. This ETF is a reminder of that.
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Meta’s Threads Introduces ‘Ghost Posts’ That Disappear After 24 Hours
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October 27, 2025
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Microsoft Earns A Rating Upgrade From Guggenheim Ahead Of Earnings
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Tech Stocks Rally, Gold Tumbles On US-China Trade Progress: What's Moving Markets Monday?
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October 27, 2025
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Rate Cuts, Meltups, And Market Euphoria — Ed Yardeni Says It's 1999 All Over Again
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October 27, 2025
The Fed is expected to lower rates again this year, but with strong economy and Fed's easing, stock market may reach unsustainable highs.
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4 Vanguard ETFs to Buy With $1,000 and Hold Forever
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October 27, 2025
Vanguard offers a number of great funds you can buy and hold on to for a long time.
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Meet the Warren Buffett ETF That Turned $10,000 Into Over $253,000
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October 27, 2025
Buffett laid out the case for this ETF more than 30 years ago.
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Is the Vanguard 500 Index Fund ETF a Buy Now?
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October 27, 2025
The S&P 500 ETF has historically been a winner. Is now a good time to buy?
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Is the Vanguard Information Technology ETF (VGT) the Smartest Investment to Buy With $1,000 Right Now?
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This ETF could potentially earn you $1 million or more with next-to-no effort on your part.
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The Smartest Vanguard ETF to Buy With $500 Right Now
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October 25, 2025
This popular investment vehicle currently has $1.4 trillion in assets under management.
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Federal Reserve Nears Neutral Stance: A Pivotal Shift for Markets and the Economy
October 24, 2025
The Federal Reserve is currently navigating a critical juncture in its monetary policy, actively steering the economy towards a more accommodative environment. After a period of aggressive rate hikes...
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America First? Trump Mantra Makes Exception For Argentina: Here's Why
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October 24, 2025
The timing of the Argentina deal suggests that political connections, not economic need, drive policy decisions in the Trump White House.
Via
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Stocks Soar To Records After Weak Inflation, Ford Jumps 10%: What's Moving Markets Friday?
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October 24, 2025
Wall Street surged to fresh all-time highs Friday as a softer-than-expected inflation reading strengthened market conviction that the Federal Reserve will cut interest rates by 25 basis points at its...
Via
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Inflation Landed Where Trump Wanted: These 10 Stocks Are Rallying
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October 24, 2025
September inflation came in below forecasts, boosting Fed rate-cut bets and helping Trump claim tariffs aren't driving broad price increases. Stocks rallied to new record highs.
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What Is One of the Best ETFs to Buy Now?
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Do you really want a tiny portion of holdings driving your fund's performance?
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Starting With Just $500? Here's the Simplest Way to Build a Multimillion-Dollar Portfolio.
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October 24, 2025
All it takes is time and consistency.
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Delayed Inflation Report Looms: Will It Shake Fed's Next Move?
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October 23, 2025
After a 9-day delay from the government shutdown, September CPI data finally lands Friday and could heavily influence the Fed's rate-cut path. Markets trade near record highs.
Via
Benzinga
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Economy
2 Vanguard ETFs to Buy With $1,000 and Hold Forever
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October 23, 2025
These exchange-traded funds could be great complementary additions to your portfolio.
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Oil Stocks Rally On Trump's Russia Sanctions: What's Moving Markets Thursday?
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October 23, 2025
Energy markets dominated headlines Thursday as a fresh wave of U.S. sanctions targeting Russia's oil giants sparked a sharp rebound in crude prices and lifted energy shares.
Via
Benzinga
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1 Top Vanguard Fund That Could Turn $17,000 Into $1 Million
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October 23, 2025
Investors can find great success by going the passive route.
Via
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ETFs
Economy
Tesla Recalls Nearly 64,000 Cybertrucks Over Concerns With The Front Parking Lights
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October 23, 2025
The recall includes model year 2024-2026 Cybertrucks, where the vehicle controller software may cause the front parking lights to be too bright.
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Is the Vanguard S&P 500 ETF a Buy?
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October 23, 2025
This $1.41 trillion index fund has morphed into a concentrated tech play trading at a premium valuation.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Stocks
Tesla Q3 Earnings: Robotaxis, FSD, Optimus Dominate Investor Doubts Ahead Of Results
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October 22, 2025
Investors are seeking answers on the latest robotaxi updates, including current fleet size, miles completed, driver interventions, etc.
Via
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Tech Stocks Drop, Netflix Sinks 10% On Worst Day Since 2022: What's Moving Markets Wednesday?
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October 22, 2025
Risk sentiment deteriorated sharply on Wednesday as a wave of disappointing earnings guidance and escalating U.S.-China trade tensions rattled investor confidence.
Via
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Topics
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Meta Trims Around 600 AI Roles To Boost Efficiency: Report
↗
October 22, 2025
The layoffs aim to streamline decision-making and boost efficiency.
Via
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Topics
Artificial Intelligence
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The Simplest Buffett-Inspired Portfolio You Can Build With Just $500
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October 22, 2025
History has rewarded patient investors who have followed this approach.
Via
The Motley Fool
Topics
ETFs
Economy
Tesla To Recall Nearly 13,000 Vehicles In US, But Retail Has Its Eyes Set On Q3 Earnings
↗
October 22, 2025
The recall includes model year 2025 Model 3 and model year 2026 Model Y vehicles.
Via
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Topics
Artificial Intelligence
Government
Product Recall
What I Wish I Knew Before Buying My First Stock (and How You Can Avoid the Same Mistake)
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October 22, 2025
Following this simple method can show you just how easy investing can (and should) be.
Via
The Motley Fool
Topics
ETFs
'Einstein Of Wall Street' Peter Tuchman Urges Young Investors To Stop Buying Stuff, Start Investing In Stocks For Lifelong Wealth
↗
October 22, 2025
Tuchman, NYSE trader and 'Einstein of Wall Street,' advises younger generations to invest in stocks, not stuff.
Via
Benzinga
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