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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
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Tamar Advisors
Own Your Practice
Letter to Clients
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contact us
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Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Sample Portfolio
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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
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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
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Event Schedule
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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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Apple
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AAPL
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Updated: 12:41 PM EDT, Apr 15, 2026
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Giftella Launches AI Gift-Finder App That Replaces Guesswork With Personalized Picks in Seconds
Today 12:40 EDT
Via
PRLog
Topics
Artificial Intelligence
Investment Advisor Loads Up on Bond ETF, According to Latest SEC Filing
↗
Today 12:29 EDT
This ETF tracks a diversified portfolio of short-term U.S. dollar bonds, balancing income generation with lower interest rate sensitivity.
Via
The Motley Fool
Topics
Bonds
ETFs
Regulatory Compliance
This Stock Was the Worst Performer of the Magnificent Seven in the First Quarter. Is it a Buy Today?
↗
Today 12:25 EDT
This tech giant slid more than 20% in three months.
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Apple's Foldable iPhone Foray: A Real Needle Mover or Hype Train?
↗
Today 12:05 EDT
Via
MarketBeat
Vlogit to Launch on the App Store in May 2026, Bringing Private Video Sharing to Close Friend Groups
Today 12:03 EDT
San Francisco, California--(Newsfile Corp. - April 15, 2026) - Vlogit, Inc. today announced that its app will launch on the...
Via
Newsfile
Global Economy Under Siege: IMF Slashes Growth Forecasts as Middle East Conflict Ignites Inflationary Firestorm
Today 11:57 EDT
The International Monetary Fund (IMF) has delivered a sobering assessment of the global economy, significantly downgrading its growth outlook for 2026 while warning that the "shadow of war" now looms...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Energy
What's Behind The Jump In Nike Stock?
↗
Today 11:50 EDT
Shares of Nike, Inc. (NASDAQ: NKE) are trading higher Wednesday after SEC filings revealed that Apple Inc (NASDAQ:AAPL) CEO Tim Cook and Nike CEO Elliott Hill purchased Nike stock.
Via
Benzinga
Topics
Regulatory Compliance
Tech Resurgent: Nasdaq Logs Historic 10-Day Win Streak as Geopolitical Tensions Ease
Today 11:36 EDT
In a stunning reversal of fortune that has blindsided short-sellers and recalibrated global market sentiment, the Nasdaq Composite notched its tenth consecutive day of gains on April 14, 2026. This...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
Cyndeo Wealth Partners Increases Position in First Trust Global Tactical Commodity Strategy Fund
↗
Today 11:11 EDT
The First Trust Global Tactical Commodity Strategy Fund (FTGC) invests through actively managed commodity futures, where returns can differ from both spot prices and traditional income strategies. Its...
Via
The Motley Fool
Topics
ETFs
Economy
Regulatory Compliance
Activest Bets Big on Asia With $5.8 Million AAXJ Purchase
↗
Today 11:08 EDT
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
Prediction: Microsoft Stock Will Soar After April 29
↗
Today 11:05 EDT
Microsoft's next earnings could be the catalyst it needs to turn its fortunes around.
Via
The Motley Fool
Topics
Artificial Intelligence
The Gatekeeper of the AI Era: A Comprehensive Deep Dive into ASML Holding N.V. (2026 Research Feature)
Today 10:57 EDT
Today is April 15, 2026. Introduction In the global theater of technology, few companies hold as much leverage as ASML Holding N.V. (Nasdaq: ASML / Euronext Amsterdam: ASML). While names like Nvidia...
Via
Finterra
Topics
Artificial Intelligence
Economy
Supply Chain
The Sovereign of Silicon: A Deep-Dive into Alphabet Inc. (GOOGL) in the AI Execution Era
Today 10:42 EDT
Date: April 15, 2026 Introduction As the second quarter of 2026 unfolds, Alphabet Inc. (NASDAQ: GOOGL) stands at a pivotal junction that defines the "Post-AI Hype" era. After years of speculation...
Via
Finterra
Topics
Artificial Intelligence
Economy
Initial Public Offering
TrillionDollarBreaks – Amazon.com Inc. (NASDAQ: AMZN) $11.6 Billion Globalstar Deal Signals Direct Challenge to Starlink Dominance, Channelchek Reports
Today 10:40 EDT
Via
Investor Brand Network
The Architect of the Intelligence Age: A Deep-Dive Into NVIDIA’s $5 Trillion Empire
Today 10:39 EDT
By Financial CorrespondentPublished: April 15, 2026 Introduction As of April 15, 2026, NVIDIA Corporation (NASDAQ: NVDA) stands not merely as a semiconductor company, but as the primary architect of...
Via
Finterra
Topics
Artificial Intelligence
Economy
Supply Chain
The AI Infrastructure Pivot: A Deep Dive into Meta Platforms (META) in 2026
Today 10:37 EDT
April 15, 2026 Introduction As of early 2026, Meta Platforms, Inc. (NASDAQ: META) stands as a stark case study in corporate reinvention. Once dismissed as a "legacy" social media firm struggling...
Via
Finterra
Topics
Artificial Intelligence
Economy
Workforce
The Digital Fortress: A Deep Dive into Bank of America (BAC) in 2026
Today 10:29 EDT
As of April 15, 2026, Bank of America Corporation (NYSE: BAC) stands as a cornerstone of the global financial system, having navigated one of the most complex interest rate cycles in modern history....
Via
Finterra
Topics
Artificial Intelligence
Credit Cards
Economy
The $10 Trillion Powerhouse: A Deep Dive into Morgan Stanley (NYSE: MS)
Today 10:28 EDT
As of today, April 15, 2026, the global financial landscape is witnessing the culmination of a decade-long metamorphosis. At the center of this shift is Morgan Stanley (NYSE: MS), an institution that...
Via
Finterra
Topics
Artificial Intelligence
Regulatory Compliance
World Trade
The Great Rotation of 2026: Investors Flee ‘Ghost GDP’ as AI Hype Cools and Oil Surges
Today 10:22 EDT
The financial landscape of April 2026 has been defined by a violent and decisive pivot. As of April 15, the high-flying "AI-first" trade that dominated the previous three years is facing its most...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
The Price of Resiliency: TSMC Braces for Earnings as Arizona Expansion Commands Massive Premium
Today 10:11 EDT
As the sun sets on the eve of one of the most anticipated financial reports of the year, the semiconductor world is fixated on a single name: Taiwan Semiconductor Manufacturing Company (NYSE: TSM)....
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
Goldman Sachs Reclaims the Trading Throne: Equities Surge 27% to Record Highs Amid Global Turmoil
Today 10:06 EDT
Goldman Sachs Group Inc. (NYSE: GS) has delivered a definitive message to Wall Street with its Q1 2026 earnings report, proving that its strategic pivot back to institutional banking is paying off in...
Via
MarketMinute
Topics
Derivatives
Economy
Initial Public Offering
Apple at the AI Crossroads: A Comprehensive 2026 Research Feature
Today 10:05 EDT
As of April 15, 2026, Apple Inc. (NASDAQ: AAPL) remains the quintessential benchmark for the global technology sector. With a market capitalization hovering near $3.7 trillion, the Cupertino giant...
Via
Finterra
Topics
Artificial Intelligence
Economy
Lawsuit
The Era of Superintelligence: A Comprehensive Research Feature on Meta Platforms (META)
Today 10:02 EDT
Date: April 15, 2026 Introduction As of April 2026, Meta Platforms, Inc. (NASDAQ: META) stands at a critical crossroads between its legacy as the world’s social media architect and its future as a...
Via
Finterra
Topics
Artificial Intelligence
Economy
Initial Public Offering
Broadcom (AVGO) in 2026: The Industrial Architect of the AI Era
Today 10:00 EDT
Date: April 15, 2026 Introduction Broadcom Inc. (Nasdaq: AVGO) has evolved from a diversified semiconductor manufacturer into what many analysts now call the "industrial architect" of the artificial...
Via
Finterra
Topics
Artificial Intelligence
Economy
The Great Pivot: Can Snap Inc.’s AI and AR Transformation Save the ‘Camera Company’ in 2026?
Today 9:50 EDT
As of April 15, 2026, Snap Inc. (NYSE: SNAP) finds itself at perhaps the most significant crossroads in its 15-year history. Known colloquially as "the camera company," Snap has long defied the...
Via
Finterra
Topics
Artificial Intelligence
Economy
Initial Public Offering
Amazon's $11.6 Billion Globalstar Buy Is 'Strategic Positive' For Satellite Dominance
↗
Today 6:29 EDT
BNP Paribas analyst Nick Jones labels Amazon's (AMZN) $11.6B Globalstar acquisition a strategic win, accelerating the Amazon Leo satellite network and securing a key Apple partnership.
Via
Benzinga
Rising Memory Costs Trigger Apple, Samsung's Premium Power Play
↗
Today 5:45 EDT
Foldable OLEDs to grow 34% in 2026 as Apple joins the market. Counterpoint analyzes how memory inflation is reshaping the smartphone sector.
Via
Benzinga
Topics
Economy
Karel Sterling Launches Wealth Unlocked Podcast: A New Platform Focused on Financial Awareness and Long-Term Wealth Strategies
Today 4:17 EDT
Cumming, Georgia--(Newsfile Corp. - April 15, 2026) - Wealth Unlocked: Podcast, hosted by financial professional Karel Sterling, has officially launched,...
Via
Newsfile
Topics
Retirement
Nvidia Has 74% of Its Portfolio Invested in 2 Artificial Intelligence (AI) Stocks
↗
Today 4:08 EDT
Nvidia is betting big on chipmaker Intel and artificial intelligence (AI) cloud company CoreWeave.
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Supply Chain
Stock Market Today, April 14: Amazon Rises After $11.6 Billion Globalstar Deal Fuels Satellite Internet Ambitions
↗
April 14, 2026
With a SpaceX IPO pending, Amazon's Globalstar move spotlights its push to fuse satellite connectivity with AI-powered cloud services, today, April 14, 2026.
Via
The Motley Fool
Topics
Initial Public Offering
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