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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
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
Quarterly Performance Reports
EVENTS
FIP
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
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
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Morgan Stanley
(NY:
MS
)
183.32
+1.22 (+0.67%)
Official Closing Price
Updated: 4:10 PM EST, Jan 21, 2026
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January 07, 2026
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U.S. Markets Defy Gravity: S&P 500 Hits Record Highs as Global Peers Brace for Cooling
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The AI-Energy Nexus: Alphabet’s Strategic Pivot to Powering the Future
January 07, 2026
As we enter the first week of 2026, Alphabet Inc. (NASDAQ: GOOGL) finds itself at the center of the most significant industrial shift since the dawn of the internet: the convergence of artificial...
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Okta (OKTA): The Identity Security Fabric and the $1 Billion Strategic Buyback
January 07, 2026
In the first week of 2026, Okta, Inc. (NASDAQ: OKTA) sent a clear signal to Wall Street: it believes its stock is undervalued. By authorizing a $1 billion share repurchase program on January 5, the...
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Via
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The AI Storage Supercycle: A Deep Dive into Western Digital (WDC)
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The data storage sector has undergone a seismic shift, and at the heart of this transformation is Western Digital Corporation. Once a multi-faceted giant balancing the volatile flash memory market with...
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Chevron (CVX): The Venezuelan Pivot and the New Era of Energy Diplomacy
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As of January 7, 2026, Chevron Corporation (NYSE: CVX) finds itself at the epicenter of one of the most significant geopolitical shifts in the energy sector this century. Long regarded as the "last man...
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The AI Control Tower: A Deep Dive into ServiceNow’s $7.75 Billion Armis Gambit
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The Flash Resurrection: SanDisk’s Strategic Spinoff and the AI Memory Supercycle
January 07, 2026
Today’s Date: January 7, 2026 Introduction In the rapidly shifting landscape of semiconductor technology, few stories are as compelling as the resurrection of SanDisk (NASDAQ: SNDK). Once a household...
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Barclays Invests In Ubyx To Build Stablecoin Settlement Infrastructure
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Stocktwits
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After Bitcoin, Solana, Morgan Stanley Seeks SEC Nod For Spot Ethereum ETF With Staking
↗
January 07, 2026
Morgan Stanley is taking a step toward launching its own spot Ethereum exchange-traded fund.
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Stocktwits
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OneStream Stock Faces Wave Of Analyst Downgrades As Hg Capital Deal Caps Upside
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January 07, 2026
Several Wall Street firms moved quickly to reset expectations, citing limited upside now that the stock trades close to the proposed buyout price.
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What to Expect From Atmos Energy’s Q1 2026 Earnings Report
January 07, 2026
Atmos Energy is set to report its fiscal 2026 first-quarter earnings next month, with analysts projecting moderate growth amid a cautious outlook.
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Ethereum Outperforms Bitcoin, While Analysts Point To Macro Easing Signals
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January 07, 2026
While Dogecoin and Cardano were down in the 24 hour time frame, retail sentiment around them was in ‘extremely high’ territory on Stocktwits.
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Berkshire Hathaway CEO Gets 19% Pay Hike In First Year At Top Job
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January 06, 2026
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Stocktwits
The Great Unlocking: 2026 Opens with a Historic Surge in Large-Cap M&A Activity
January 06, 2026
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The Great Rotation: Large-Cap Banks Surge as Yield Curve Steepens and Tech Momentum Stalls
January 06, 2026
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The Great Rotation: Small-Caps Lead 2026 Market Charge as Tech Giants Stumble
January 06, 2026
The first week of 2026 has delivered a definitive verdict on the next phase of the bull market: the era of mega-cap dominance is yielding to the rise of the small-cap. In a dramatic "Great Rotation,"...
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Axon (AXON) Shares Skyrocket, What You Need To Know
January 06, 2026
Shares of self defense company AXON (NASDAQ:AXON) jumped 7.1% in the afternoon session after Northcoast Research upgraded the stock to buy from neutral. The firm also set a price target of $742 for the...
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Seagate Technology (STX) Shares Skyrocket, What You Need To Know
January 06, 2026
Shares of data storage manufacturer Seagate (NASDAQ:STX) jumped 13.9% in the afternoon session after several analysts raised their price targets for the company, reflecting strong investor confidence...
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Crude Prices Retreat on Dollar Strength and Energy Demand Concerns
January 06, 2026
February WTI crude oil (CLG26 ) on Tuesday closed down -1.19 (-2.04%), and February RBOB gasoline (RBG26 ) closed down -0.0194 (-1.13%). Crude oil and gasoline prices gave up an early advance on...
Via
Barchart.com
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Why Are Uber (UBER) Shares Soaring Today
January 06, 2026
Shares of ride sharing and on-demand delivery platform Uber (NYSE:UBER) jumped 5.8% in the afternoon session after the company announced it renewed a key mapping partnership with TomTom and also...
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Veeva Systems (VEEV) Stock Trades Up, Here Is Why
January 06, 2026
Shares of life sciences cloud software provider Veeva Systems (NYSE:VEEV) jumped 6.6% in the afternoon session after the company's Board of Directors approved a share repurchase program, authorizing...
Via
StockStory
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The Great Consolidation: EP Wealth Kicks Off 2026 With $730 Million Arizona Acquisition
January 06, 2026
In a move that signals a relentless continuation of the wealth management industry’s consolidation trend, EP Wealth Advisors ("EP Wealth") has officially announced its acquisition of Capital Insight...
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Why Planet Labs Stock Powered Nearly 66% Higher Last Month
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January 06, 2026
Several factors helped the space company defy gravity in December.
Via
The Motley Fool
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The Death of the 'Sell' Rating: Why Wall Street Has Stopped Saying 'No'
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As of January 6, 2026, a peculiar silence has fallen over the research departments of the world’s largest investment banks. The "Sell" rating, once a staple of rigorous fundamental analysis, has become...
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