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home
about us
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Firm ADV PDFs
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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
Services, Fees and Compensation
Client Information
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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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
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CME Group
(NQ:
CME
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249.24
+11.86 (+5.00%)
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Updated: 4:00 PM EDT, Jul 22, 2026
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Exploring the top movers within the S&P500 index during today's session.
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July 22, 2026
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CME Group Q2 Earnings Call Highlights
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July 22, 2026
CME Group (NASDAQ:CME) reported record second-quarter revenue and near-record trading activity, while executives used much of the company’s second-quarter 2026 earnings call to address investor...
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Full Transcript: CME Group Q2 2026 Earnings Call
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July 22, 2026
CME Group (NASDAQ:CME) released second-quarter financial results and hosted an earnings call on Wednesday. Read the complete transcript below. This content is powered by Benzinga APIs. For...
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CME Group (NASDAQ:CME) Reports Inline Quarter as Stock Stabilizes
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July 22, 2026
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CME Group’s (NASDAQ:CME) Q2 CY2026 Sales Top Estimates
July 22, 2026
Financial derivatives exchange CME Group (NASDAQ:CME) reported Q2 CY2026 results topping the market’s revenue expectations, but sales were flat year on year ...
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Earnings To Watch: CME Group (CME) Reports Q2 Results Tomorrow
July 20, 2026
Financial derivatives exchange CME Group (NASDAQ:CME) will be reporting earnings this Wednesday before market hours. Here’s what to expect. CME Group missed ...
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Q1 Earnings Highlights: CME Group (NASDAQ:CME) Vs The Rest Of The Financial Exchanges & Data Stocks
July 16, 2026
Let’s dig into the relative performance of CME Group (NASDAQ:CME) and its peers as we unravel the now-completed Q1 financial exchanges & data earnings season...
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In 7 Words, Fed Chair Kevin Warsh May Have Just Confirmed the Stock Market's Biggest Fear
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July 15, 2026
Interest rate increases could be coming. Here's what that means for the market.
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Here's Why the Latest Inflation Data Was Good News for Fed Chair Kevin Warsh and the Stock Market
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July 15, 2026
The rate of inflation just slowed down for the first time in three months.
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Despite Falling Oil Prices, There's Now a 73% Chance of an Interest Rate Hike by September -- Here Are the 2 Culprits to Blame
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July 15, 2026
There's more to U.S. inflation than just energy prices.
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Interest Rates May Do Something Last Seen in 2022. The Stock Market Will Make a Big Move Afterward if History Repeats.
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July 14, 2026
Several Fed officials expect at least one interest rate increase this year, and history says that could lead to a stock market correction.
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2 Profitable Stocks with Solid Fundamentals and 1 We Turn Down
July 13, 2026
Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today does...
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1 of Wall Street’s Favorite Stocks to Research Further and 2 Facing Challenges
July 10, 2026
The stocks in this article have caught Wall Street’s attention in a big way, with price targets implying returns above 20%. But investors should take these f...
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3 Reasons the Trump Bull Market Can Implode in the Second Half of 2026
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July 04, 2026
History suggests that Wall Street's storybook rally under President Donald Trump is about to come to an abrupt end.
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Should You Buy Gold After Its Recent Dip Below $4,000?
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July 02, 2026
The shiny yellow metal is having a rough year in 2026.
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Stock Market Investors Just Got Bad News From the Federal Reserve. History Says a Big Drop Could Follow.
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July 01, 2026
Fed officials now believe higher interest rates will be necessary to curb inflation.
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President Donald Trump Just Took a Jab at His Handpicked Fed Chair, Kevin Warsh, Over Interest Rates
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June 28, 2026
Trump's wish for lower interest rates has effectively vanished, largely due to two of his own decisions.
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The Probability of a Federal Reserve Rate Hike Is Soaring, Which Poses a Serious Problem for Wall Street
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June 26, 2026
Half of the Federal Open Market Committee (FOMC) members expect interest rates to rise before the year ends.
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The Motley Fool
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The Fed's Preferred Inflation Metric Just Topped 4%. Here's What That Might Mean for Future Interest Rates
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June 25, 2026
High energy prices from the Iran war continue to keep inflation elevated.
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The Fed Isn't Cutting Interest Rates Anytime Soon -- and Kevin Warsh Is Putting the Blame Squarely on President Trump
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June 25, 2026
Warsh didn't say the president's name in explaining why rates won't be lowered. But he didn't have to.
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1 Financials Stock on Our Buy List and 2 That Underwhelm
June 18, 2026
Financial firms serve as the backbone of the economy, providing essential services from lending and investment management to risk management and payment proc...
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Stay informed with the top movers within the S&P500 index on Wednesday.
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June 17, 2026
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Kevin Warsh May Throw President Donald Trump Under the Bus in His First FOMC Meeting as Fed Chair
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June 17, 2026
The new Fed chair is likely to home in on elevated inflation and its primary causes.
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In 6 Words, Fed Governor Lisa Cook Issued a Stark Warning to Wall Street
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June 16, 2026
Inflation continues to hit new highs, potentially with far-reaching effects on the market.
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What's going on in today's session: S&P500 gap up and gap down stocks
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June 16, 2026
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Wow! The Probability of an Interest Rate Hike in 2026 Has Soared Over the Past Week.
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June 16, 2026
Federal Open Market Committee (FOMC) rate hikes might best be viewed as a necessary evil for Wall Street.
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Stock Market Investors Get an Urgent Warning From the Bond Market. History Says This Will Happen Next.
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June 15, 2026
Treasury bond yields surged in May as investors priced in possible interest rate increases.
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The S&P 500 Is Doing Something Unseen in More Than 100 Years -- Here's What History Says Happens Next
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June 14, 2026
Can the bull market keep rallying?
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