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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
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Total Asset Fund (TAF)
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Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
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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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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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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Softbank Grp Unsp/Adr
(OP:
SFTBY
)
15.64
UNCHANGED
Streaming Delayed Price
Updated: 4:00 PM EST, Feb 12, 2026
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What Wall Street Is Saying About Microsoft Ahead Of Earnings
↗
January 28, 2025
Microsoft reports following DeepSeek selloff, Stargate JV announcement.
Via
Talk Markets
Topics
Stocks / Equities
Trump's Tariff Plans Ignite Market Rally, Pushing Stocks To Record Highs
↗
January 26, 2025
President Trump's hints at upcoming increases in tariffs have ignited a significant market rally, propelling stocks to unprecedented highs.
Via
Benzinga
Topics
Government
World Trade
Make AI Pay
↗
January 26, 2025
I recently stated that I knew how to make President Trump’s TikTok plans pay – not just for the larger country, as he intends, but for you personally as well. That’s through data-center real estate...
Via
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Artificial Intelligence
Government
Real Estate & REITs
Elon Musk Accuses OpenAI CEO Sam Altman Of Lying Over $10B Equity: 'What A Liar'
↗
January 24, 2025
Tesla Inc CEO Elon Musk earlier this week leveled allegations against OpenAI CEO Sam Altman, accusing him of misleading statements about a $10 billion equity agreement.
Via
Benzinga
SoftBank: Boom Or Bust?
↗
January 24, 2025
The current price is currently trading in the upper portion of the
Via
Talk Markets
Topics
Stocks / Equities
OpenAI Wrestles With Microsoft Stake Valuation As It Looks To Transition To For-Profit Entity Amid Trump's $500 Billion Stargate AI Project: Report
↗
January 24, 2025
Sam Altman-led OpenAI is reportedly engaged in intricate discussions to transform into a for-profit entity, but its board is grappling with valuing Microsoft's stake while negotiating the worth of its...
Via
Benzinga
Topics
Artificial Intelligence
Government
OpenAI's Sam Altman Flip Flops On Trump After $500 Billion Stargate AI Project, Says 'I Wish I Had Done More Of My Own Thinking'
↗
January 23, 2025
OpenAI CEO Sam Altman says his perspective on Trump has evolved after closely observing him.
Via
Benzinga
Topics
Artificial Intelligence
Government
Satya Nadella Stands Firm After Elon Musk Questions Stargate's $100 Billion Funding Potential: 'All I Know Is, I'm Good For My $80 Billion'
↗
January 23, 2025
Microsoft CEO Satya Nadella reaffirmed Microsoft's $80 billion annual AI investment in response to Elon Musk's skepticism about Project Stargate's $100 billion funding potential, emphasizing the...
Via
Benzinga
Topics
Artificial Intelligence
SoftBank's Role in $500 Billion Stargate AI Venture Seen as Major Growth Driver, Analyst Says
↗
January 22, 2025
Trump Administration announced Stargate AI infrastructure joint venture, investing $500 billion over 4 years. SoftBank, Oracle, OpenAI, and Abu Dhabi's MGX involved.
Via
Benzinga
Topics
Artificial Intelligence
Government
Stargate Adds Fuel To AI Frenzy, Chinese Stocks Sink On Trump Tariff Talk
↗
January 22, 2025
To gain an edge, this is what you need to know today.
Via
Benzinga
Topics
Artificial Intelligence
Government
Anthropic Gains Big With Google Backing, Aims for $60 Billion Valuation and Surging AI Revenue
↗
January 22, 2025
Google earmarked $1 billion for investment in OpenAI competitor Anthropic, intensifying rivalry with Microsoft, Meta, and Amazon. Google also committed up to $2 billion in 2023 to Anthropic and is...
Via
Benzinga
Topics
Artificial Intelligence
US Stocks Likely To Open Higher As President Trump Announces $500 Billion AI Project: Oracle, Netflix, Nvidia Among Top Stocks To Watch
↗
January 22, 2025
U.S. stocks could open on a positive note on Wednesday, continuing to rally after Donald Trump's inauguration as the 47th President of the U.S. on Monday.
Via
Benzinga
Topics
Artificial Intelligence
Government
Elon Musk Says Project Stargate Doesn't 'Actually Have The Money' After Trump Announces $500 Billion AI Investment Led By SoftBank, Oracle And OpenAI
↗
January 22, 2025
Via
Benzinga
Topics
Artificial Intelligence
Government
SoftBank-Owned Arm Eyes Acquisition Of Oracle-Backed Chip Designer Ampere Computing Amid Nvidia's Dominance: Report
↗
January 08, 2025
Arm Holdings PLC is exploring the potential acquisition of semiconductor designer Ampere Computing LLC, signaling further consolidation in the artificial intelligence chip sector.
Via
Benzinga
Topics
Artificial Intelligence
Sam Altman's Sister Files Lawsuit Against OpenAI CEO Alleging Sexual Abuse — Family Respond: 'Deeply Hurtful And Entirely Untrue'
↗
January 08, 2025
OpenAI CEO Sam Altman faces allegation from his sister Ann Altman, who filed a lawsuit Monday claiming sexual abuse, amid multiple legal challenges confronting the artificial intelligence company.
Via
Benzinga
Topics
Artificial Intelligence
Lawsuit
AI Progress From Microsoft – Phi-4 Outperforms Human-like reasoner AI Model GPT-4o, Bitcoin Rumor
↗
December 16, 2024
To gain an edge, this is what you need to know today.
Via
Benzinga
Topics
Artificial Intelligence
Trump Says SoftBank's $100B Commitment To US Is 'Monumental Demonstration Of Confidence In America's Future'
↗
December 16, 2024
SoftBank is investing $100 billion in the U.S. with CEO Masayoshi Son pledging support and confidence in President-elect Donald Trump.
Via
Benzinga
Topics
Government
Softbank's Masayoshi Son To Reportedly Announce $100B US Investment During Meeting With Trump
↗
December 16, 2024
Some of the funds might not be newly raised, potentially including previously announced investments like Softbank's $1.5 billion in OpenAI.
Via
Benzinga
SoftBank Secures Bigger OpenAI Stake With $1.5B Employee Share Buyout: Report
↗
November 27, 2024
OpenAI is enabling employees to sell up to $1.5 billion worth of shares in a tender offer led by SoftBank
Via
Benzinga
Nvidia's CEO Reveals The Massive Deal He Missed And Why It Is Today A $3.6 Trillion Regret
↗
November 14, 2024
"Now I regret not taking you up," Huang told Son during their public conversation. "That was a great idea."
Via
Benzinga
SoftBank Is In Profit Once Again Thanks To Indian IPOs: What's Next For Masayoshi Son?
↗
November 13, 2024
SoftBank Group has made a significant financial turnaround, reporting a profit of $7.8 billion in its latest quarter, largely attributed to successful Indian IPOs and improved tech valuations.
Via
Benzinga
Nvidia And SoftBank To Build Japan's Top AI Supercomputer On Blackwell Platform — Jensen Huang Says Tokyo Is 'Leaping Into The AI Industrial Revolution'
↗
November 13, 2024
The collaboration unveiled at the Nvidia AI Summit Japan, centers on SoftBank's implementation of Nvidia's advanced Blackwell platform and plans to utilize the Nvidia Grace Blackwell platform for...
Via
Benzinga
Topics
Artificial Intelligence
SoftBank-Backed Jellysmack Restructures, Lays Off Employees, And Scales Back Creator Program On Meta Platforms
↗
October 22, 2024
In a bid to restructure its operations, Jellysmack, a SoftBank Group-backed creator-economy startup, is laying off employees and reducing its creator program.
Via
Benzinga
Topics
Workforce
SoftBank's Masayoshi Son Predicts Artificial Superintelligence Within A Decade After Testing OpenAI's 'Strawberry' Models
↗
October 04, 2024
Masayoshi Son, CEO of SoftBank, has forecasted the advent of artificial superintelligence within the next ten years. This revelation was shared during the SoftBank World 2024 conference.
Via
Benzinga
What's Going On With Intel Stock On Friday?
↗
September 27, 2024
Intel rejects proposed takeover from Arm Holdings and plans to keep its business division. Intel's stock drops 31% while Taiwan Semiconductor gains 119%.
Via
Benzinga
SoftBank, Walmart-Backed Robotics Giant Sees $9B Wipeout In Founder's Wealth After Company Stock That Surged Nearly 325% Last Year Takes A Steep Decline
↗
September 03, 2024
The company's value has now decreased to under $10 billion.
Via
Benzinga
Chinese Tech Giants Alibaba And Tencent Ramp Up AI Investments, With Nearly A Third Of Deals Since 2023 Aimed At AI Startups
↗
August 21, 2024
Chinese tech giants Alibaba Group Holding Ltd and Tencent Holdings Ltd are significantly increasing their investments in artificial intelligence startups, despite a general decrease in their overall...
Via
Benzinga
Topics
Artificial Intelligence
Consumer Tech News (Aug 11-Aug 17): Research Says TikTok Favors Chinese Government, Apple Plans Thinner Version Of iPhone 17 & More
↗
August 18, 2024
A study suggests that ByteDance-owned social media platform TikTok's algorithm promotes content favoring the Chinese government.
Via
Benzinga
Tempus AI Soars To New Highs, Investments From Google And SoftBank Boost Bullish Sentiment
↗
August 16, 2024
Tempus AI stock is at all-time high of $47.81, up 17.27% since IPO in June. SoftBank invested $189 million in the company.
Via
Benzinga
Topics
Artificial Intelligence
Initial Public Offering
Nvidia AI Dominance Challenged By Asian Startups Betting On Energy-Efficient And Cost-Effective Silicon — 'Inference' And 'Training' Chips Emerge As Key Focus
↗
August 15, 2024
Asian startups are challenging Nvidia's AI dominance by developing more energy-efficient and cost-effective chips for specific AI applications. These startups are targeting the gap in the market left...
Via
Benzinga
Topics
Artificial Intelligence
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