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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
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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
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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
Quarterly Performance Reports
EVENTS
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Event Schedule
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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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BlackRock
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957.91
-11.69 (-1.21%)
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Updated: 7:00 PM EDT, Mar 20, 2026
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The Infrastructure Renaissance: A Deep Dive into Sterling Infrastructure (STRL)
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Asana (NYSE: ASAN) 2026 Analysis: Transitioning to the Agentic Enterprise
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February 27, 2026
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March 02, 2026
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The Sky is No Longer the Limit: A Comprehensive Research Deep-Dive into AST SpaceMobile (ASTS)
March 02, 2026
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The Great Pivot: How Riot Platforms is Transforming from Bitcoin Miner to AI Infrastructure Giant
March 02, 2026
As of March 2, 2026, the digital asset landscape has evolved from a speculative frontier into a foundational layer of global computing infrastructure. At the heart of this transition stands Riot...
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Archer Aviation (ACHR): The Flight Path to Commercialization in 2026
March 02, 2026
As of March 2, 2026, the era of Urban Air Mobility (UAM) is no longer a futuristic concept found in science fiction—it is a tangible reality taxiing onto the world’s runways. At the center of this...
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The Architect of Intelligence: A Deep-Dive into NVIDIA Corporation (NASDAQ: NVDA) in 2026
March 02, 2026
As of March 2, 2026, NVIDIA Corporation (NASDAQ: NVDA) stands not just as a semiconductor designer, but as the foundational architect of the global intelligence economy. With a market capitalization...
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Artificial Intelligence
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MongoDB (MDB): The Data Foundation for the Agentic AI Era
March 02, 2026
As of March 2, 2026, the enterprise software landscape is undergoing a tectonic shift driven by the "Agentic AI" revolution. At the heart of this transformation is MongoDB, Inc. (NASDAQ: MDB), a...
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Earnings
Initial Public Offering
The AI Architect: A 2026 Comprehensive Analysis of Microsoft (MSFT)
March 02, 2026
As of March 2, 2026, Microsoft Corp. (NASDAQ: MSFT) stands at the pinnacle of the global technology landscape, serving as the primary architect of the generative artificial intelligence (AI)...
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The Golden Resurgence: Precious Metals ETFs See Historic Inflows as Geopolitical Tensions Reshape Global Markets
March 02, 2026
As of March 2, 2026, the global financial landscape is undergoing a profound structural shift, characterized by a massive migration of capital away from risk assets and toward the foundational security...
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Marathon Petroleum Corporation (MPC): The Refining Giant as a Capital Return Powerhouse
March 02, 2026
As of March 2, 2026, Marathon Petroleum Corporation (NYSE: MPC) stands as a titan of the American energy landscape. Headquartered in Findlay, Ohio, the company has successfully navigated a decade of...
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The Refining Giant’s Green Pivot: A Deep Dive into Valero Energy (VLO)
March 02, 2026
As of March 2, 2026, the energy landscape is characterized by a delicate balancing act between traditional fossil fuel demand and the accelerating transition toward low-carbon solutions. Standing at...
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Exxon Mobil (XOM) in 2026: The Titan of the ‘And’ Equation
March 02, 2026
This content is intended for informational purposes only and is not financial advice. Introduction As of March 2, 2026, Exxon Mobil Corporation (NYSE: XOM) stands as a titan at the crossroads of a...
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AES Plummets On Buy Out News. BlackRock, EQT To Take Utility Company Private
↗
March 02, 2026
AES, a renewable energy company, will be purchased by BlackRock and other coinvestors. On Monday, shares dropped over 15% before the open.
Via
Investor's Business Daily
Why Is AES Stock Falling Today?
↗
March 02, 2026
As part of the deal, AES shareholders will receive $15 per share in cash, representing a total equity value of $10.7 billion and an enterprise value of approximately $33.4 billion.
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Stocktwits
War Rhetoric Isn’t Moving Bitcoin Long Term, Says Analyst George Tung
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March 01, 2026
Bitcoin analyst Michaël van de Poppe said BTC initially rallied on the news but is now pulling back amid uncertainty around the U.S. market open and a CME gap.
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Looking to Buy the Dip on Tech Stocks? Consider This Low-Cost Vanguard ETF.
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February 27, 2026
This Vanguard ETF is built around industry leaders like Nvidia, Apple, and Microsoft.
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The Motley Fool
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BlackRock TCP (TCPC) Earnings Call Transcript
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February 27, 2026
BlackRock TCP (TCPC) Earnings Call Transcript
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The "Warsh Shock": Kevin Warsh Nominated as Fed Chair, Signaling a Radical Shift to "Sound Money"
February 27, 2026
In a move that has sent shockwaves through global financial centers, President Donald Trump has officially nominated former Federal Reserve Governor Kevin Warsh to succeed Jerome Powell as the next...
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The Intelligence Layer: A Deep Dive into Datadog’s (DDOG) 2026 Outlook and the AI Observability Revolution
February 27, 2026
Date: February 27, 2026 Introduction In the rapidly evolving landscape of enterprise software, few companies have managed to maintain the mantle of "market darling" as consistently as Datadog (NASDAQ:...
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AES Takeover Rumors: BlackRock and EQT Eye $11.6B Deal Amid Google Data Center Surge
February 27, 2026
The global energy landscape is facing a seismic shift as rumors of a massive takeover bid for AES Corporation (NYSE:AES) intensify. According to industry insiders and reports surfacing in February...
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MarketMinute
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Microsoft Shakes Off AI Jitters: A Deep Dive into Azure’s Growth and the Starlink Strategic Pivot
February 27, 2026
As of February 27, 2026, Microsoft Corp. (NASDAQ: MSFT) stands at a pivotal juncture in its half-century history. After a turbulent start to the year characterized by "AI jitters"—investor anxiety over...
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Broadcom (AVGO) Deep Dive: The King of Custom Silicon in the Era of AI Consolidation
February 27, 2026
As of February 27, 2026, the global technology landscape is grappling with a paradox. While the "AI Gold Rush" of 2023–2024 has matured into a multi-billion-dollar infrastructure industry, the...
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The AI Powerhouse: A Deep-Dive Into Equinix’s $4 Billion Nordic Expansion and the Future of High-Density Infrastructure
February 27, 2026
As of February 27, 2026, the global digital landscape is being fundamentally reshaped by the insatiable demands of Artificial Intelligence (AI). At the heart of this transformation sits Equinix, Inc....
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Netflix Stock Surges 13%: The $82 Billion Bidding War That Never Was
February 27, 2026
Date: February 27, 2026By: Financial Research Division Introduction On February 27, 2026, the global entertainment landscape witnessed a rare moment of corporate restraint that sent shockwaves through...
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The Everpure Era: Decoding Pure Storage’s $1 Billion Milestone and the Future of AI Data Cloud
February 27, 2026
On February 27, 2026, the enterprise technology sector witnessed a definitive shift as Pure Storage (NYSE: PSTG), now officially rebranding as Everpure, reported a landmark fiscal quarter that has...
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Initial Public Offering
BlackRock Owns 24.3 Million Shares of IonQ. Here's What That Really Tells You About Quantum Computing Stocks.
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February 27, 2026
Institutional ownership in stocks can be misleading. Here's what the 13F filings actually show.
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The Motley Fool
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BlackRock TCP Cap Q4 Earnings Report: What Investors Need to Know
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February 27, 2026
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Crypto News: Pepeto Presale Passes $7.33M as Bitcoin Rockets Past $68K and the Best Altcoin to Buy Now Emerges
February 26, 2026
Pepeto announced today that its presale has officially passed the $7.33 million mark. The crypto news arrives as Bitcoin surged
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