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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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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
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Event Schedule
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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
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Client First Capital Initiates Stake in iShares AAA CLO Active ETF, According to Recent SEC Filing
↗
April 28, 2026
The iShares AAA CLO Active ETF (CLOA) provides exposure to senior tranches of collateralized loan obligations, where income is driven by structured credit rather than traditional bonds. That framework...
Via
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Breadth Stays Positive, but Monday Shows Some Fatigue
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April 28, 2026
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RIA Advisory Group Initiates Position in First Eagle Overseas Equity ETF, According to Recent SEC Filing
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April 27, 2026
The First Eagle Overseas Equity ETF (FEOE) takes a selective approach to international investing, focusing on companies priced below their long-term value. That discipline can appeal to investors...
Via
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Market Breadth Remains Positive as SPY and QQQ Push Higher
↗
April 27, 2026
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Market Breadth Holds Positive Despite a One-Day Pullback
↗
April 24, 2026
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Chartmill
Breadth Stays Positive as Index Breakouts Hold
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April 23, 2026
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Market Breadth Stays Constructive, but the Tape Is Losing Some Urgency
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April 22, 2026
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Breadth Stays Positive as Small Caps Take the Baton
↗
April 21, 2026
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Embree Financial Purchased Shares Worth $13.1 Million in iShares' CORO. Is This ETF a Buy?
↗
April 27, 2026
Specializing in active country rotation, this ETF targets international equity exposure for investors seeking dynamic portfolio strategies.
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
The Mistakes I Keep Seeing ETF Investors Make With "Set It and Forget It" Funds
↗
April 26, 2026
Long-term buy-and-hold doesn't mean ignoring your portfolio altogether. Avoid this and other common pitfalls to maximize your portfolio's potential.
Via
The Motley Fool
Topics
ETFs
Investors Will Soon Have Two New Alternatives to Invesco QQQ
↗
April 24, 2026
Two investment firms just filed to launch Nasdaq-100-focused ETFs.
Via
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ETFs
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Breadth Breakout Turns Into Broad Confirmation
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April 20, 2026
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Breadth Extends the Breakout
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April 17, 2026
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Breadth Holds Strong as Small Caps Join the Push
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April 16, 2026
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Analyst IMS Loads Up on AAXJ With a $112.7 Million Buy
↗
April 23, 2026
iShares MSCI All Country Asia ex Japan ETF offers diversified exposure to Asian equities, tracking a broad regional index excluding Japan.
Via
The Motley Fool
Topics
ETFs
Economy
Regulatory Compliance
Retirement Guys Formula Is Betting on This International ETF
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April 22, 2026
JPMorgan International Value ETF offers diversified exposure to global value equities, spanning both developed and emerging markets.
Via
The Motley Fool
Topics
ETFs
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Retirement
Founders Capital Loads Up on Midstream Stock With $3.4 Million Buy, According to Recent SEC Filing
↗
April 22, 2026
Plains GP Holdings runs a major North American network for crude oil and NGL transport and storage, serving producers and refiners.
Via
The Motley Fool
Topics
Energy
Regulatory Compliance
Trump Just Extended the Iran Ceasefire. Here's What It Means for Investors
↗
April 21, 2026
Investors got a dose of good news after hours, but concerns about the war could be fading.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Economy
The Rubik’s Cube Secret to Better Trades
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April 20, 2026
In this piece, Keith Kaplan shows you some examples of signal-based trades that outperformed the S&P 500 by roughly 3-to-1… plus he's giving you access to a beta version of his revolutionary stock...
Via
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Artificial Intelligence
Stocks
The Nasdaq's Historic Rally Doesn't Mean the Risk Is Gone
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April 19, 2026
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The Nasdaq Just Did Something It Hasn't Done Since 2020, and Here's What Could Happen Next
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April 18, 2026
Investors who bought the recent stock market dip have earned a blistering return so far.
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The Motley Fool
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Artificial Intelligence
Economy
QQQ vs. IWO: Big Tech Dominance or Small-Cap Potential?
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April 17, 2026
Explore how each ETF’s unique portfolio construction shapes risk, sector exposure, and potential fit for different investment goals.
Via
The Motley Fool
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ETFs
VOO vs. QQQ: Broad Market Stability or Big Tech Gains?
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April 17, 2026
Expense ratios, sector concentration, and risk profiles set these two popular ETFs apart for investors weighing growth versus stability.
Via
The Motley Fool
Topics
ETFs
2 Legendary ETFs, Built for Very Different Investors: SPY vs. QQQ
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April 17, 2026
Weighing tech-driven growth against broad diversification, this breakdown highlights the trade-offs shaping two of the market’s top ETFs.
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The Motley Fool
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ETFs
A Diamond Quality Entry in DIA ETF, or Is It Time to Get Out?
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April 17, 2026
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Inflation Shock Ahead? Get Ready for Impact
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April 17, 2026
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Topics
Economy
Where Will QQQ Be in 12 Months? Wall Street Analysts Have a Clear Answer.
↗
April 16, 2026
The Invesco QQQ Trust ETF has generated big returns over the past several years. The good times might not be over yet.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
The Smartest Growth ETF to Buy With $1,000 Right Now. (Hint: It Has Averaged Annual Gains of 468% Over the Past 10 Years.)
↗
April 15, 2026
Invesco QQQ Trust (NASDAQ:QQQ) is one growth ETF Canadians might wish to consider for a big tech comeback.
Via
The Motley Fool
Topics
ETFs
Trump Threatens to Fire Fed Chair Powell: A New Constitutional Crisis for Markets
April 15, 2026
WASHINGTON, D.C. — In a dramatic escalation of the long-standing feud between the executive branch and the central bank, President Donald Trump issued a direct ultimatum to Federal Reserve Chair Jerome...
Via
MarketMinute
Topics
Bonds
ETFs
Economy
Activest Bets Big on Asia With $5.8 Million AAXJ Purchase
↗
April 15, 2026
This ETF tracks a broad basket of Asian equities outside of Japan, combining exposure to both emerging and developed markets.
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
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