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home
about us
Investment Approach
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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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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Back Dated Performance Reports
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Total Asset Value (TAV)
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
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Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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iShares A.I. Innovation and Tech Active ETF
(NY:
BAI
)
33.20
-0.16 (-0.48%)
Official Closing Price
Updated: 8:00 PM EDT, Mar 13, 2026
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All News about iShares A.I. Innovation and Tech Active ETF
5 AI ETFs You Need to Own Before the Global Market Hits $5 Trillion
↗
February 06, 2026
The AI revolution is still in the early innings. That means there are plenty of opportunities still out there.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
TSEM Stock Soars After Tower Semiconductor Partners With Nvidia For Data Center Optical Modules
↗
February 05, 2026
Via
Stocktwits
PLTR Stock Surges On An Upgrade Following Blowout Q4, Analyst Calls It 'One Of The Clearest AI Winners'
↗
February 03, 2026
Baird upgraded Palantir to ‘Outperform’ from ‘Neutral’ while keeping its $200 price target unchanged.
Via
Stocktwits
Topics
Artificial Intelligence
This AI Stock Is Surging On Takeover Chatter – And Retail Traders Are Piling In
↗
January 28, 2026
According to a Reuters report, C3.ai is said to be in discussion to be acquired by Automation Anywhere.
Via
Stocktwits
Topics
Artificial Intelligence
Figma Stock Jumps About 4% In After-Hours Session — Here’s Why
↗
November 05, 2025
Via
Stocktwits
3 AI ETFs Poised for 100% Surge as Tech Revolution Accelerates
↗
January 14, 2026
Investors have been able to enjoy huge gains from artificial intelligence (AI) stocks. We're still in the early innings, though, and that means opportunities are still available.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Diversify Your Portfolio: These 5 AI ETFs Could Surge 200% by 2030
↗
December 01, 2025
AI ETFs have been outperforming the S&P 500 for a while.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Stocks
Active ETFs: The Party Everyone's Invited To, But Few Can Dance At
↗
November 04, 2025
Active ETFs are booming in 2025, but few break through as distribution hurdles sideline many newcomers.
Via
Benzinga
Topics
ETFs
3 AI ETFs to Buy Now for the Coming Tech Revolution
↗
October 10, 2025
These ETFs could deliver exceptional returns as AI and robots become even more pervasive.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Electric Vehicles
3 Underrated AI ETFs With Multi-Million Dollar Potential
↗
October 01, 2025
These ETFs offer three distinct ways to invest in AI over the long term.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
The Ultimate AI ETF Guide: 3 Funds to Fuel Your Portfolio
↗
September 24, 2025
These three exchange-traded funds can help investors profit from the AI boom.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Electric Vehicles
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