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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Client Information
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Sample Portfolio
Back Dated Performance Reports
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TAF sm Program
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Quarterly Performance Reports
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Event Schedule
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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
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Microsoft
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Updated: 4:00 PM EDT, Apr 15, 2026
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Billionaire Bill Gates Has 59% of His Foundation's $36 Billion Portfolio Invested in 3 Brilliant Stocks
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April 10, 2026
The tech founder is invested heavily in nontech stocks.
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Prediction: These Will Be the 5 Largest Companies in the Stock Market by 2030
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April 10, 2026
Expect to see some new names near the top of the list of the world's most valuable companies.
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Prediction: Cybersecurity Spending Will Be Recession-Proof in 2026. Here Are 2 Stocks to Buy.
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April 09, 2026
Wall Street has been worried that cybersecurity will be replaced by AI, but Project Glasswing shows that fear is overblown.
Via
The Motley Fool
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Beyond Tech Stocks: This Utility is Powering the Data Centre Boom
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April 09, 2026
Brookfield Renewable Corp. (TSX:BEPC) is a one-stop-shop dividend stock for investors looking to play the data center-driven green energy boom.
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OpenAI’s $122 Billion Infrastructure Pivot: A New Era of Compute Dominance
April 09, 2026
In a move that marks the single largest private capital raise in corporate history, OpenAI has finalized a staggering $122 billion restructuring and funding round, vaulting the company’s valuation to...
Via
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The Innovation Supercycle: Wall Street’s $100 Billion Fee Machine Ignites in 2026
April 09, 2026
As of April 2026, the financial corridors of New York are witnessing an unprecedented resurgence in investment banking activity, driven by what analysts are calling the "Innovation Supercycle." After...
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MarketMinute
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Bonds
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Stock Market Today, April 9: Palantir Drops After Michael Burry Warns of Rising Competition From Anthropic
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April 09, 2026
Investors weigh new warnings about AI rivals and the rich valuation of this data analytics leader today, April 9, 2026.
Via
The Motley Fool
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Stock Market Today, April 9: CoreWeave Rises After Announcing $21 Billion AI Cloud Deal With Meta
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April 09, 2026
Today, April 9, 2026, investors weigh a massive Meta cloud pact against fresh debt plans.
Via
The Motley Fool
Topics
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Stocks
The $58 Billion Power Play: How the Devon-Coterra Merger is Fueling the AI Revolution
April 09, 2026
The landscape of American energy shifted permanently on February 2, 2026, with the announcement of a massive $58 billion merger between Devon Energy (NYSE: DVN) and Coterra Energy (NYSE: CTRA). This...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Energy
The $56.6 Billion EA Takeover: Why the World's Biggest Game Publisher Went Private
April 09, 2026
In a move that has sent shockwaves through the technology and entertainment sectors, Electronic Arts (NASDAQ:EA) has finalized its transition from a public mainstay to a privately held titan. The $56.6...
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MarketMinute
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Microsoft's Valuation Reset: Why the 2026 'AI Winter' Sell-Off Presents a Rare Buying Opportunity
April 09, 2026
As the first quarter of 2026 draws to a close, a striking disconnect has emerged in the heart of the technology sector. Microsoft Corp. (NASDAQ: MSFT), long considered the bulletproof titan of the...
Via
MarketMinute
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Artificial Intelligence
Nvidia Eyes New Frontiers: AI Giant Nears $185 Breakout Amid $78 Billion Revenue Forecast
April 09, 2026
As of April 9, 2026, the financial world is once again transfixed by Nvidia (NASDAQ:NVDA), the semiconductor titan that has become the undisputed bellwether for the global economy. After a period of...
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MarketMinute
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The $1.25 Trillion Frontier: SpaceX and xAI Merge to Create 'Orbital Intelligence' Powerhouse
April 09, 2026
The dawn of a new industrial era has arrived with the finalized merger of SpaceX and xAI, creating a corporate behemoth valued at a staggering $1.25 trillion. This unprecedented consolidation,...
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MarketMinute
Topics
Artificial Intelligence
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Initial Public Offering
Broadcom Cemented as AI Infrastructure Backbone with Landmark 2031 Google and Anthropic Deals
April 09, 2026
In a move that fundamentally redraws the map of the global artificial intelligence supply chain, Broadcom Inc. (NASDAQ: AVGO) has secured a series of massive, long-term contracts with Google (Alphabet...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Energy
SEC Fast-Tracks Proposal to Replace Quarterly Reporting with Semi-Annual Reports
April 09, 2026
The landscape of American capital markets is on the verge of its most radical regulatory shift in decades. Today, April 9, 2026, the Securities and Exchange Commission (SEC), under the leadership of...
Via
MarketMinute
Topics
Economy
Regulatory Compliance
Here's How Much $100 Invested In Microsoft 20 Years Ago Would Be Worth Today
↗
April 09, 2026
Via
Benzinga
If I Had $5,000 to Invest in Artificial Intelligence (AI) Right Now, I'd Buy These 2 Stocks Before They Rebound
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April 09, 2026
Now's not the time to jump ship on these companies.
Via
The Motley Fool
Topics
Artificial Intelligence
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Palantir Stock Slumps on Michael Burry Comments. Should You Buy the Dip or Stay Away?
April 09, 2026
Palantir stock is sinking as Michael Burry takes aim at the company’s enterprise dominance. PLTR shares face three massive headwinds in 2026.
Via
Barchart.com
Topics
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VOO vs. QQQ: Broad Market Exposure or Concentrated Mega-Cap Growth?
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April 09, 2026
The Vanguard S&P 500 ETF (VOO) and the Invesco QQQ Trust (QQQ) both provide exposure to large U.S. companies, but their portfolios differ in concentration and structure. This comparison examines how...
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The Motley Fool
Topics
ETFs
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Is Now a Good Time to Buy Microsoft?
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April 09, 2026
Microsoft's stock is down nearly 24% this year. Is it a red flag or an exciting opportunity for investors?
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Retail Retreat: Schwab STAX Index Signals Sharp Sentiment Shift Amid Geopolitical Turmoil
April 09, 2026
The retail investing landscape has encountered a significant cold snap. Charles Schwab (NYSE: SCHW) recently released its Schwab Trading Activity Index™ (STAX) for the March 2026 period, revealing a...
Via
MarketMinute
Topics
Derivatives
ETFs
Economy
The Optical Supercycle: JPMorgan Vaults Lumentum to New Heights as AI Networking Breaks the 'Copper Wall'
April 09, 2026
SAN JOSE, Calif. – On April 9, 2026, shares of Lumentum Holdings Inc. (NASDAQ: LITE) surged to record territory after a high-conviction upgrade from JPMorgan Chase & Co. (NYSE: JPM), signaling a...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Intellectual Property
Wall Street’s ‘Fee Machine’ Revs Up: M&A Revival Takes Center Stage as Big Bank Earnings Loom
April 09, 2026
As the curtains rise on the first-quarter earnings season of 2026, the financial world is bracing for a definitive shift in the banking sector’s profitability engine. Scheduled to report on April 13...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
The Return of the Hawk: FOMC Minutes Reveal Rate Hikes Back on the Table Amid Sticky Inflation
April 09, 2026
The financial markets were jolted this week as the release of the Federal Open Market Committee (FOMC) minutes from the March 17–18 meeting revealed a surprisingly hawkish pivot within the central...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
World Trade
Meta’s $21 Billion Inference Bet: Securing the Future of AI with CoreWeave Through 2032
April 09, 2026
MENLO PARK, CA – In a move that signals the intensifying "arms race" for artificial intelligence infrastructure, Meta Platforms (NASDAQ:META) has announced a staggering $21 billion expansion of its...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Supply Chain
Amazon’s $50 Billion OpenAI Gambit: The Crown Jewel of the Q1 2026 M&A Supercycle
April 09, 2026
In a move that has fundamentally rewritten the power dynamics of Silicon Valley, Amazon.com Inc. (NASDAQ:AMZN) has finalized a staggering $50 billion equity investment in OpenAI. This historic infusion...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Initial Public Offering
What a $20 Million Sale Signals as This Cash Cow ETF Lags the S&P 500 by 10 Points
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April 09, 2026
The Pacer US Large Cap Cash Cows Growth Leaders ETF focuses on U.S. growth stocks with robust free cash flow margins via a rules-based approach.
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
Stocks
The Hype Around CoreWeave's $21 Billion Meta Deal Faded Fast, but Could Investors Be Missing Out?
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April 09, 2026
CoreWeave signed another blockbuster deal, but investor response was muted.
Via
The Motley Fool
Topics
Artificial Intelligence
Alphabet vs. Microsoft: A Comparison of Recent Revenue Trends
↗
April 09, 2026
Revenue growth for both tech giants has remained steady over the past eight quarters, but their profit margins and business models reveal notable differences.
Via
The Motley Fool
Microsoft's 'Copilot Code Red': CEO Nadella Deploys Emergency Overhaul To Crush AI Rivals
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April 09, 2026
CEO Satya Nadella has declared a "Copilot Code Red" to save Microsoft's AI lead. Discover how the secret E7 suite and a massive Azure surprise could ignite a $4.07 EPS explosion.
Via
Benzinga
Topics
Artificial Intelligence
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