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home
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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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Client Information
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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MVS Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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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
Bond Fund Seminar
RSVP-Signup Form
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Nasdaq OMX Group
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Updated: 4:00 PM EDT, Aug 19, 2026
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What to Know About Nasdaq President Nelson Griggs Selling 3,226 Shares for $310,212
↗
August 18, 2026
Griggs retains 201,775 shares in direct holdings, with additional exposure through restricted stock units and performance-based equity awards.
Via
The Motley Fool
Topics
Regulatory Compliance
Walmart Keeps Raising Its Payout No Matter What the Market Does. Here's Why That Matters Now.
↗
August 16, 2026
Thanks to the retailer's reliable business model, management should be able to keep boosting its dividend payouts for years to come.
Via
The Motley Fool
Topics
Economy
2 Cash-Producing Stocks with Exciting Potential and 1 Facing Challenges
August 07, 2026
Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it eff...
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Financial Exchanges & Data Stocks Q2 Earnings: Morningstar (NASDAQ:MORN) Best of the Bunch
August 05, 2026
As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q2. Today, we are looking a...
Via
StockStory
Nasdaq Inc (NASDAQ:NDAQ) Shows Growth at a Reasonable Price After Strong Q2 Earnings Beat
↗
July 23, 2026
Via
Chartmill
President Donald Trump Expects the Stock Market to "Go Through the Roof," but His Own Policies Can Prevent That From Happening
↗
August 02, 2026
Trump may be the undoing of the bull market that's flourished under his tenure.
Via
The Motley Fool
Topics
Artificial Intelligence
Government
Stocks
Prediction: SpaceX Stock Is About to Sink Even More After Plunging Over 40%
↗
August 01, 2026
Expect more volatility from this whipsawing IPO stock.
Via
The Motley Fool
Topics
Artificial Intelligence
Initial Public Offering
Trump Says the Market Is Going to "Go Through the Roof." His Iran Escalation and New Tariffs Suggest Otherwise.
↗
August 01, 2026
The president isn't helping ensure his prediction about the stock market comes true.
Via
The Motley Fool
Topics
Economy
Energy
Government
Is SK Hynix Stock a Buy on the Dip as Demand Continues to Surge?
↗
July 31, 2026
SK Hynix stock has been volatile since its U.S. debut.
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
5 Insightful Analyst Questions From Nasdaq’s Q2 Earnings Call
July 30, 2026
Nasdaq’s second quarter was marked by double-digit growth across all divisions, as the company benefited from robust demand for its market infrastructure and...
Via
StockStory
Topics
Artificial Intelligence
Derivatives
Earnings
These Are the 3 Worst-Performing Stocks on the Nasdaq-100 in 2026. Could They Be Underrated Buys Right Now?
↗
July 28, 2026
Intuit, AppLovin, and Strategy have all been in a free fall this year.
Via
The Motley Fool
Topics
Artificial Intelligence
3 Financials Stocks Worth Investigating
July 28, 2026
Financial institutions play a critical role, offering everything from consumer banking to wealth management and specialized financial solutions. But uncertai...
Via
StockStory
Volatility Is Back and These 3 Market Tollbooths Are Best Positioned to Profit
↗
July 26, 2026
MSCI, CME Group, and Nasdaq reported Q2 2026 earnings with differing results, reflecting distinct revenue models tied to market volatility, subscriptions, and trading fees.
Via
MarketBeat
Topics
Artificial Intelligence
SpaceX's Performance Looks Almost Identical to Past Mega-IPOs -- Here's What Usually Happens Next
↗
July 25, 2026
Will SpaceX be more like the big mega-IPO winners of the past or like the big losers?
Via
The Motley Fool
Topics
Initial Public Offering
Meet the 9 Vanguard ETFs That Are Buying SpaceX Stock in Droves. Here's My Top Pick of the Bunch.
↗
July 24, 2026
Nine Vanguard ETFs collectively bought $6.1 billion of SpaceX stock in June.
Via
The Motley Fool
Topics
ETFs
Initial Public Offering
NDAQ Q2 Deep Dive: AI Adoption, IPO Momentum, and Platform Expansion Drive Growth
July 24, 2026
Global exchange operator Nasdaq (NASDAQ:NDAQ) announced better-than-expected revenue in Q2 CY2026, with sales up 14.9% year on year to $1.5 billion. Its non-...
Via
StockStory
Topics
Artificial Intelligence
Initial Public Offering
Nasdaq (NDAQ) Q2 2026 Earnings Call Transcript
↗
July 23, 2026
Record $1 trillion in Index AUM and $86 billion SpaceX IPO drive strong results.
Via
The Motley Fool
Topics
Earnings
Initial Public Offering
Nasdaq Q2 Earnings Call Highlights
↗
July 23, 2026
Nasdaq (NASDAQ:NDAQ) reported strong second-quarter 2026 results, with executives highlighting broad-based revenue growth across its divisions, record activity in its index and listings businesses, and...
Via
MarketBeat
Topics
Artificial Intelligence
Earnings
Initial Public Offering
Nasdaq Q2 2026 Earnings Call: Complete Transcript
↗
July 23, 2026
Nasdaq (NASDAQ:NDAQ) held its second-quarter earnings conference call on Thursday. Below is the complete transcript from the call. Benzinga APIs provide real-time access to earnings call transcripts...
Via
Benzinga
Topics
Earnings
Nasdaq’s (NASDAQ:NDAQ) Q2 CY2026: Strong Sales
July 23, 2026
Global exchange operator Nasdaq (NASDAQ:NDAQ) beat Wall Street’s revenue expectations in Q2 CY2026, with sales up 14.9% year on year to $1.5 billion. Its non...
Via
StockStory
Topics
Artificial Intelligence
Why Richtech Robotics Stock Dived by Nearly 35% in the First Half of 2026
↗
July 22, 2026
What the company reported, and what actually occurred, seemed to be different things at certain points.
Via
The Motley Fool
Topics
Artificial Intelligence
Lawsuit
Nasdaq Earnings: What To Look For From NDAQ
July 21, 2026
Global exchange operator Nasdaq (NASDAQ:NDAQ) will be announcing earnings results this Thursday before market hours. Here’s what to look for. Nasdaq beat ana...
Via
StockStory
Georgia's Five Largest Banks to Transform Treasury Infrastructure in Landmark Partnership Between Nasdaq Calypso and The National Bank of Georgia
July 20, 2026
Shared Platform Backed by The National Bank of Georgia Will Deliver Trusted Global Infrastructure to Support Growth of the Banking Sector
From
Nasdaq, Inc.
Via
GlobeNewswire
How to Invest in SpaceX Stock After Its Nasdaq-100 Debut
↗
July 19, 2026
This red-hot IPO fizzled out after its inclusion in the index.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Initial Public Offering
President Trump's Major Marijuana Move: What It Means for Canopy Growth, Green Thumb, and Tilray
↗
July 17, 2026
The president directed federal authorities to reschedule medical marijuana.
Via
The Motley Fool
Topics
Cannabis
Government
Which S&P500 stocks are moving on Wednesday?
↗
July 15, 2026
Via
Chartmill
President Donald Trump Just Proclaimed the "Market's Going to Go Through the Roof" -- but He May Soon Be Eating Those Words
↗
July 12, 2026
Though there's no question that the stock market climbs over multidecade periods, historical precedent paints a different picture for the remainder of Trump's term.
Via
The Motley Fool
Topics
Artificial Intelligence
Government
Stocks
Why Astera Labs Stock Skyrocketed Last Month
↗
July 08, 2026
Many developments for the company were positive.
Via
The Motley Fool
Topics
Artificial Intelligence
Bonds
SpaceX Is Quickly Entering Index Funds. Will OpenAI and Anthropic do the Same After Their IPOs?
↗
July 07, 2026
SpaceX's fast move into index funds could reshape how investors think about future AI IPOs.
Via
The Motley Fool
Topics
Artificial Intelligence
Initial Public Offering
SpaceX Shares Are Sliding: A Contrarian Buying Opportunity Worth Considering
↗
July 06, 2026
SpaceX's stock has cooled after a hot IPO, but this can be a good entry opportunity for the right investors.
Via
The Motley Fool
Topics
Artificial Intelligence
Initial Public Offering
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