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about us
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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
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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
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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
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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Total Asset Fund (TAF)
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Additional Information
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Market Value Securities (MVS sm) Presentation
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Investing During Uncertain Times
Read FULL Seminar Here
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BlackRock
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What's going on in today's session: S&P500 gap up and gap down stocks
↗
June 24, 2026
Via
Chartmill
BlackRock: 'AI Is Sucking All The Oxygen Out Of The Room'—And Bitcoin Is Choking On It
↗
June 23, 2026
BlackRock's Mitchnick says AI investment is draining capital from Bitcoin as BTC breaks its third major rising channel of 2026.
Via
Benzinga
Topics
Artificial Intelligence
4X in Four Years: BlackRock Initiative Helps Drive Nearly $8 Billion in Emergency Savings for American Workers
June 23, 2026
From
BlackRock
Via
Business Wire
If You Invested $1000 In BlackRock Stock 20 Years Ago, You Would Have This Much Today
↗
June 19, 2026
BlackRock (NYSE:BLK) has outperformed the market over the past 20 years by 1.47% on an annualized basis producing an average annual return ...
Via
Benzinga
BlackRock Inc. (NYSE:BLK) Poised for a Breakout as Strong Growth Meets Tight Technical Setup
↗
June 17, 2026
Via
Chartmill
True IDC Continues Investing with 6 Billion Baht in Its 7th Data Center in Northern Bangkok
June 19, 2026
From
True IDC
Via
ACN Newswire
BlackRock vs. Blackstone: Which Financial Stock Is a Better Buy in 2026?
↗
June 18, 2026
Both firms posted double-digit revenue growth in 2025, but their risk profiles and valuations diverge sharply as they chart different paths in asset management.
Via
The Motley Fool
Institutional Investors Are Buying This Top Cryptocurrency Hand-Over-Fist, According to Coinbase
↗
June 18, 2026
Investors with lots of capital and lots of patience are buying plenty of Bitcoin.
Via
The Motley Fool
Topics
ETFs
Is Bitcoin Price Recovery Real or Just a Temporary Bounce
↗
June 17, 2026
Bitcoin dropped sharply through early 2026, falling to around $59,000, nearly half its peak price of $126,000 and now it's bouncing back.Bitcoin hit its lo
Via
Talk Markets
Topics
Artificial Intelligence
Initial Public Offering
BlackRock Expands Digital Assets Offerings with Bitcoin Premium Income ETF
June 16, 2026
From
BlackRock
Via
Business Wire
Elizabeth Warren Demands Answers From BlackRock, Blackstone, KKR Over Data Center Deals
↗
June 15, 2026
Sen. Elizabeth Warren (D-Mass) pushed four major infrastructure investors for details about their data center investments.
Via
Benzinga
BlackRock Gets Another Shot At NYC's Massive Pension Mandate
↗
June 13, 2026
BlackRock faces a competitive rebid for its New York City pension mandate as officials reopen a $127 billion portfolio review process.
Via
Benzinga
BlackRock Announces Product Updates
June 12, 2026
From
BlackRock
Via
Business Wire
SpaceX Rings the Bell and Shatters Every Record
↗
June 12, 2026
SpaceX's landmark public debut shatters global capital raise records, validating orbital infrastructure and space-based AI as new investable mega-trends.
Via
MarketBeat
Topics
Artificial Intelligence
Economy
BlackRock's $25 Billion Private Credit Fund Hit With Requests To Redeem 13.3%
↗
June 12, 2026
Investors asked to redeem 13.3% of the value of assets in BlackRock's ($25 billion private credit fund in Q1.
Via
Benzinga
How Much to Save for Your Financial Goals
↗
June 12, 2026
Month 6 of our 2026 Financial Planning Challenge features ways to prioritize and quantify your financial goals and highlights some helpful tools.
Via
The Motley Fool
The Surprising Reason the SpaceX IPO Could Be Fueling the Bitcoin Sell-Off
↗
June 09, 2026
Bitcoin has been selling off since privately held SpaceX filed to go public on May 20.
Via
The Motley Fool
Topics
ETFs
Initial Public Offering
Retirement
Auvin Chain Global Launch Event Set for June 17 in Macau
June 08, 2026
The financial infrastructure for the $18.9 trillion RWA market and the AI Agent economy — unveiled for the first time
Via
First Publisher
Topics
Artificial Intelligence
Economy
The AI Build-Out Is Just Getting Started
↗
June 06, 2026
AI token consumption grew 17 times last year. So why are some investors still underexposed to the biggest structural shift in a generation?
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Economy
Brookfield Corporation Bought Back $1 Billion of Its Own Stock. Is This the Bottom for Alternative Asset Managers?
↗
June 06, 2026
Alternative asset managers are getting hit by credit concerns, but Brookfield Corporation is buying into the fear.
Via
The Motley Fool
Here's How Much You Would Have Made Owning BlackRock Stock In The Last 20 Years
↗
June 05, 2026
Via
Benzinga
UEX.US Announces Corporate Restructuring and Appointment of Vitaliy Victor Izhevskiy as CEO Vitaliy Victor Izhevskiy
June 05, 2026
Via
Press Release Distribution Service
TPG, Ares, and Artisan Partners Shares Are Falling, What You Need To Know
June 03, 2026
What Happened? A number of stocks fell in the afternoon session after Switzerland's Partners Group disclosed it had capped quarterly redemptions on its $8.6 ...
Via
StockStory
Topics
Government
World Trade
Blackstone and Carlyle Stocks Trade Down, What You Need To Know
June 03, 2026
What Happened? A number of stocks fell in the afternoon session after Switzerland's Partners Group disclosed it had capped quarterly redemptions on its $8.6 ...
Via
StockStory
Topics
Government
World Trade
Security Financial Services Inc Opens iShares International Country Rotation ETF Stake Valued at $30 Million
↗
June 01, 2026
CORO offers active non-U.S. equity exposure through BlackRock’s country-rotation process. The fund’s case rests on whether that flexibility can improve international allocation beyond a passive...
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
BlackRock Future Builders Launches $25 Million National RFP to Expand America’s Skilled Trades Workforce
June 01, 2026
From
BlackRock
Via
Business Wire
Is Blackrock Silver poised for a rebound?
↗
May 29, 2026
Silver (“Ag“) is up +125% in the past year. However, investors are focused on near-month futures down ~39% from ~US$122/oz in January.Gold (“Au“) is down ~
Via
Talk Markets
Topics
Economy
Government
World Trade
BlackRock's IBIT Bitcoin ETF Sees $527 Million Outflow: What Is Going On?
↗
May 28, 2026
IBIT sheds $528M in its second-largest single-day outflow as US airstrikes near the Strait of Hormuz trigger $733M in BTC ETF redemptions.
Via
Benzinga
Topics
ETFs
2 Monthly-Income ETFs With Yields Reaching as High as 5.2%
↗
May 27, 2026
Tired of managing individual dividend stocks? Boost your passive income with these 2 low-fee iShares ETFs delivering monthly payouts and yields up to 5.2%
Via
The Motley Fool
Topics
Artificial Intelligence
Bonds
ETFs
The $800 Billion AI Binge Led By Amazon And Microsoft Is Now Feeding Wall Street's Worst Nightmare
↗
May 27, 2026
BlackRock warns the AI spending boom led by Amazon and Microsoft is driving inflation and complicating the Fed's rate outlook.
Via
Benzinga
Topics
Artificial Intelligence
Economy
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