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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
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Back Dated Performance Reports
Quarterly Performance Reports
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TAV Program
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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
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Event Schedule
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Event Schedule
Total Asset Market (TAM sm) Presentation
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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
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Treasuries
(TSX:
BRK
)
36.56
-0.38 (-1.03%)
Streaming Delayed Price
Updated: 3:59 PM EST, Jan 2, 2026
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All News about BRK
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Warren Buffett Takes Veiled Dig At Elon Musk While Criticizing CEO Pay Spiral: 'Envy And Greed Walk Hand In Hand'
↗
November 12, 2025
In his final annual letter as CEO of Berkshire Hathaway Inc, Warren Buffett had this to say about Tesla CEO Elon Musk's latest pay deal.
Via
Benzinga
Buffett Once Revealed His Secret to Long-Term Success: "Weeds Wither Away in Significance as the Flowers Bloom"
↗
November 12, 2025
Warren Buffett chalks up his legendary success to ideas that come, on average, once every five years.
Via
The Motley Fool
Prediction: This Dividend-Paying Value Stock Will Join Berkshire Hathaway in the $1 Trillion Club Before Walmart
↗
November 12, 2025
The $1 trillion club is growing due to record earnings and investor enthusiasm.
Via
The Motley Fool
Warren Buffett Will No Longer Be Writing Berkshire's Annual Report Or 'Talking Endlessly' At Annual Meeting: 'I'm Going Quiet'
↗
November 10, 2025
Via
Stocktwits
If You Invested $1,000 In Berkshire Hathaway Stock When Warren Buffett Did, Here's How Much You'd Have Today
↗
November 11, 2025
Warren Buffett didn't found Berkshire Hathaway, but he is the person most associated with the company, turning it into the conglomerate it is today.
Via
Benzinga
Warren Buffett Won't Buy Gold, And This Valuation Guru Agrees: 'It's A Collectible, Not An Asset'
↗
November 11, 2025
Why don't Buffett & Damodaran buy gold? The valuation guru explains why gold is a 'collectible,' not an asset you can value.
Via
Benzinga
Prediction: 3 Stocks That'll Be Worth More Than Tesla 5 Years From Now
↗
November 11, 2025
The iconic EV company had its day in the sun, but it's time for new growth stories to take center stage.
Via
The Motley Fool
Topics
Electric Vehicles
Warren Buffett Sold His Top Recommended Investment. Here's What It Might Mean for You.
↗
November 11, 2025
Some investors are feeling anxious about the move, but there's good reason to stay optimistic.
Via
The Motley Fool
Topics
ETFs
I Started Investing With $2,000 Using Warren Buffett's Rules. Here's What I'd Do Differently Now
↗
November 11, 2025
Like most other investors, it's taken me a while to fully embrace everything the Oracle of Omaha has been saying for a long time.
Via
The Motley Fool
Topics
Retirement
Want to Invest Like Warren Buffett in 2026 -- but on a Limited Budget? Here's 1 Buffett-Approved Asset to Add to Your Portfolio Now.
↗
November 11, 2025
Good news: You don't have to be a billionaire to invest like Buffett.
Via
The Motley Fool
5 Warren Buffett Stocks to Hold Forever
↗
November 10, 2025
Buffett's investing legacy will continue even after he steps away from Berkshire Hathaway.
Via
The Motley Fool
Topics
Credit Cards
Warren Buffett Signs Off: 'Going Quiet — Sort Of'
↗
November 10, 2025
Warren Buffett signs off in a Thanksgiving letter to Berkshire shareholders that will be an annual tradition.
Via
Benzinga
Berkshire Hathaway Inc. News Release
November 10, 2025
From
Berkshire Hathaway Inc.
Via
Business Wire
2 Top Buffett Stocks to Buy and Hold for the Long Haul
↗
November 10, 2025
Many view Warren Buffett as the greatest investor of all time.
Via
The Motley Fool
Topics
Credit Cards
1 No-Brainer Vanguard Sector ETF to Buy Right Now for Less Than $500
↗
November 10, 2025
This Vanguard sector ETF is a play on a value segment and it features some exposure to a famed investor's company.
Via
The Motley Fool
Topics
ETFs
This Warren Buffett Stock Was Just Downgraded by a Wall Street Analyst. Here's What Investors Should Know Before Selling.
↗
November 10, 2025
Berkshire Hathaway stock was just downgraded by equity research analyst Meyer Shields.
Via
The Motley Fool
Topics
Economy
Government
Did Warren Buffett Sell More Shares of Apple?
↗
November 10, 2025
Apple has long been the largest position in Berkshire Hathaway's huge equities portfolio.
Via
The Motley Fool
Pay Attention, Berkshire Hathaway Investors: Warren Buffett To Drop Likely Farewell Letter Today
↗
November 10, 2025
Monday’s letter to shareholders by Buffett will be his first official message since the surprise announcement about stepping down in May.
Via
Stocktwits
1 Profitable Stock to Consider Right Now and 2 We Avoid
November 09, 2025
Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn’t mean it will thrive tomorrow.
Via
StockStory
Berkshire Hathaway Just Reported a 34% Rise in Operating Income. Here Are 3 Key Insights from the Financial Giant's Latest Quarterly Report.
↗
November 09, 2025
There's much more to the story than one single (admittedly impressive) number.
Via
The Motley Fool
Warren Buffett Only Has Couple Of Rules For People Who Want To Work For Him, But Here's One Habit He Particularly Detests
↗
November 09, 2025
Buffett instructs Berkshire Hathaway employees to think like owners and report bad news immediately. He values long-term investments and integrity.
Via
Benzinga
Will Berkshire Hathaway Succeed After Warren Buffett Leaves?
↗
November 09, 2025
Berkshire Hathaway has been one of the ultimate plays in the stock market.
Via
The Motley Fool
As Warren Buffett Prepares to Step Down, His Warning to Wall Street Is Now at Ear-Shattering Levels
↗
November 09, 2025
Warren Buffett will step down as the CEO of Berkshire Hathaway at the end of the year.
Via
The Motley Fool
Topics
Economy
President Donald Trump's Huge Spending Bill May Prove to Be a Headwind for Berkshire Hathaway's Stock
↗
November 09, 2025
Earlier this year, Congress passed a large spending bill strongly backed by President Donald Trump.
Via
The Motley Fool
Topics
Government
Immigration
Warren Buffett's Dire Stock Market Warning That Could Be Completely Wrong
↗
November 09, 2025
The four most dangerous words in investing just might be correct: "This time it's different."
Via
The Motley Fool
Topics
Artificial Intelligence
Think You Know Pool Corp.? Here's 1 Little-Known Fact You Can't Overlook.
↗
November 09, 2025
After joining Berkshire Hathaway's portfolio, Pool Corp. has drawn a lot of attention, and here's why that makes total sense.
Via
The Motley Fool
Warren Buffett Sends a $382 Billion Warning to Wall Street. Are You Paying Attention?
↗
November 08, 2025
Berkshire's stock buying habits might give investors pause.
Via
The Motley Fool
Apple Is Berkshire Hathaway's Largest Holding by Value. But Is the California-Based Company Still a Strong Play for Long-Term Growth?
↗
November 08, 2025
Buffett and his team's confidence in this stock isn't misplaced.
Via
The Motley Fool
Topics
Artificial Intelligence
Death
Government
As Cash Continues to Pile Up, Should Investors Buy Berkshire Hathaway Stock or Stay Away?
↗
November 08, 2025
Warren Buffett clearly thinks the market is overvalued at the moment.
Via
The Motley Fool
3 Dividend-Paying and/or Blue-Chip Stocks Perfect for Baby Boomers to Add to Their Portfolios -- Including Warren Buffett's Berkshire Hathaway
↗
November 08, 2025
Dividend-paying stocks are an excellent choice for investors in or near retirement.
Via
The Motley Fool
Topics
Economy
World Trade
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