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home
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
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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Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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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
FIP
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
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
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BlackRock
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Updated: 2:20 PM EST, Jan 2, 2026
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The Great Decoupling: Bitcoin’s 30% Plunge Challenges the 'Safe-Haven' Narrative
Today 14:17 EST
The digital asset market has entered 2026 on shaky ground as Bitcoin (BTC) struggles to find its footing following a bruising 30% correction from its October 2025 peak. After surging to an all-time...
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Yield Shock: Strong Jobs Data and Fiscal Stimulus Reset Fed Expectations for 2026
Today 10:37 EST
The first trading session of 2026 has sent a jolt through the global fixed-income markets. On January 2, 2026, a surprising resilience in the U.S. labor market, coupled with the looming inflationary...
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The Great Admission: Federal Reserve Signals Retreat from the Battle Against Inequality
Today 10:16 EST
As the calendar turns to 2026, the global financial community is grappling with a stark admission from the world’s most powerful central bank. In a series of year-end communications, most notably a...
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The 7,000 Threshold: S&P 500 Defies Year-End Slump with Explosive 2026 Breakout
Today 10:14 EST
The S&P 500 index opened the 2026 trading year with a definitive technical breakout on January 2nd, surging past critical resistance levels and signaling a robust start to the new year. After a...
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ADP at the Crossroads: A Deep-Dive into the Dividend King Trading Near 52-Week Lows
Today 10:11 EST
As we enter the first week of 2026, the market finds itself in a peculiar position regarding defensive stalwarts. Automatic Data Processing, Inc. (Nasdaq: ADP), long considered the "system of record"...
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The Nervous System of AI: Why Ciena Corp (CIEN) is the 2026 Stock to Watch
Today 10:01 EST
As of January 2, 2026, the global technology landscape is being fundamentally reshaped by the "AI-First" infrastructure boom. While NVIDIA and semiconductor giants have dominated the spotlight, the...
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The Linchpin of the AI Era: A Deep-Dive Stock Research Report on ASML (ASML)
Today 9:36 EST
As of January 2, 2026, the global semiconductor landscape remains inextricably tied to a single company based in Veldhoven, Netherlands. ASML Holding N.V. (NASDAQ: ASML), the world’s sole provider of...
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Supply Chain
Where Will Brookfield Asset Management Be in 5 Years?
↗
Today 6:05 EST
If Brookfield Asset Management's valuation remains unchanged, the stock could be worth significantly more in five years.
Via
The Motley Fool
Prediction: This Unstoppable BlackRock ETF Will Beat the S&P 500 Again in 2026
↗
Today 5:21 EST
This ETF is drawing its strong returns from tech powerhouses like Nvidia, Broadcom, and Palantir.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Stocks
Bitcoin Eyes $100,000: Technical Breakout Above 21-Day Moving Average Signals 2026 Bull Charge
January 01, 2026
As the sun rises on January 1, 2026, the cryptocurrency market is shaking off the "tactical bruises" of a volatile fourth quarter. Bitcoin (BTC) is currently trading in a tight range between $87,000...
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MarketMinute
Topics
Artificial Intelligence
Derivatives
ETFs
Institutional Giants Bet Big on TransUnion: The AI-Driven Credit Renaissance of 2026
January 01, 2026
As the financial world rings in the new year, a significant shift in the credit services landscape has become impossible to ignore. Throughout the final months of 2025, institutional investors—the...
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MarketMinute
Topics
Artificial Intelligence
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Data Breach
Newmont Corporation (NEM) 2026: The Gold-Copper Giant Enters a New Era
January 01, 2026
As of today, January 1, 2026, Newmont Corporation (NYSE: NEM) stands at a pivotal crossroads. It is the world’s largest gold mining company, a titan of industry that has spent the last two years...
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Naval Power in the AI Age: A Deep Dive into Huntington Ingalls Industries (HII)
January 01, 2026
Date: January 1, 2026 Introduction As the global geopolitical landscape enters 2026, the strategic importance of maritime dominance has never been more pronounced. At the heart of this "New Cold War"...
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Amazon 2026: Navigating the Efficiency Era and the AI Frontier (AMZN Research)
January 01, 2026
Date: January 1, 2026 Introduction As we enter 2026, Amazon.com, Inc. (NASDAQ: AMZN) stands at a pivotal crossroads. No longer just an "everything store," the Seattle-based titan has transformed into a...
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World Trade
The Essential Architect: A Deep-Dive Analysis of Broadcom Inc. (AVGO) in 2026
January 01, 2026
Date: January 1, 2026 Introduction As we enter 2026, Broadcom Inc. (NASDAQ: AVGO) stands as the architectural backbone of the generative AI revolution and the undisputed king of enterprise...
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Microsoft (MSFT): The AI-First Titan of the 21st Century
January 01, 2026
In the pantheon of global technology, few firms have navigated the treacherous transitions of computing as successfully as Microsoft Corporation (NASDAQ: MSFT). As we stand on January 1, 2026, the...
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World Trade
Intel’s Great Turnaround: A 2026 Deep Dive into the National Champion’s Resurgence
January 01, 2026
As of January 1, 2026, Intel Corporation (NASDAQ: INTC) stands at the most critical juncture in its 58-year history. Once the undisputed king of the semiconductor world, the Silicon Valley giant spent...
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The Memory Supercycle: A Deep Dive into Micron Technology’s AI-Driven Transformation (2026 Outlook)
January 01, 2026
As we enter 2026, the global technology landscape has undergone a tectonic shift, and at the center of this transformation sits Micron Technology, Inc. (NASDAQ: MU). Historically viewed as a cyclical...
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Supply Chain
The Resilience of the Falcon: A Deep Dive into CrowdStrike (CRWD) for 2026
January 01, 2026
As we enter 2026, CrowdStrike Holdings, Inc. (NASDAQ: CRWD) stands at a unique crossroads in the history of cybersecurity. Long regarded as the gold standard of endpoint protection, the company faced a...
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Initial Public Offering
The Centennial Titan: A Comprehensive Research Report on Delta Air Lines (DAL)
January 01, 2026
As we enter the first day of 2026, Delta Air Lines (NYSE: DAL) stands at a historic crossroads. Celebrating its centennial year of operation, the Atlanta-based carrier has transitioned from a humble...
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The Silver Squeeze of 2026: Coeur Mining and the High-Stakes Volatility of the New Industrial Age
January 01, 2026
The silver market has transformed from a sleepy corner of the precious metals sector into a high-octane arena of industrial necessity and speculative fervor. At the center of this storm is Coeur Mining...
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MarketMinute
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Earnings
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The Architecture of AI: A Deep Dive into Super Micro Computer’s (SMCI) Resilience and Future
January 01, 2026
As we enter 2026, Super Micro Computer, Inc. (NASDAQ: SMCI) stands as one of the most resilient yet polarizing figures in the global technology infrastructure landscape. Once a niche player in the...
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Regulatory Compliance
DocuSign (DOCU): From E-Signatures to the Intelligent Agreement Era
January 01, 2026
Once the darling of the "work-from-home" era, DocuSign (NASDAQ: DOCU) has spent the last two years reinventing itself. No longer content with just being the "signing" company, DocuSign is refocusing...
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The Architect of Decision Intelligence: A Deep Dive into Palantir Technologies (PLTR)
January 01, 2026
The following research feature explores the trajectory of Palantir Technologies as of January 1, 2026. The Architect of Decision Intelligence: A Deep Dive into Palantir Technologies Introduction As of...
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The Great Simplification: A Deep Dive into Crown Castle’s Pivot to Pure-Play Towers
January 01, 2026
As of January 1, 2026, Crown Castle Inc. (NYSE: CCI) stands at a historic crossroads. For over a decade, the Houston-based Real Estate Investment Trust (REIT) was defined by its aggressive,...
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Here's How Much You Would Have Made Owning BlackRock Stock In The Last 20 Years
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December 31, 2025
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The 2026 Earnings Gauntlet: Can Corporate Profits Justify Wall Street's High-Wire Act?
December 31, 2025
As the clock strikes midnight on December 31, 2025, the U.S. stock market stands at a historic crossroads. The S&P 500 has closed the year at record highs, fueled by a relentless surge in artificial...
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Fixed Income at the Crossroads: How XAGG is Mapping the Fed’s 2026 Pivot
December 31, 2025
As the final trading bells of 2025 ring out, the global bond market stands at its most significant inflection point in nearly a decade. After a year defined by the "higher-for-longer" mantra finally...
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Final Bell: U.S. Bond Markets Shutter Early as Institutional Investors Lock in 2025 Gains Amid Yield Curve Normalization
December 31, 2025
As the clock struck 2:00 PM ET today, December 31, 2025, the U.S. bond market officially concluded its final trading session of the year. Following the recommendation of the Securities Industry and...
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S&P 500 Capped Off 2025 with Record Gains as Final Jobless Claims Defy Cooling Labor Market Trends
December 31, 2025
The final trading day of 2025 concluded on a high note for Wall Street, as the U.S. Department of Labor released initial jobless claims that defied the year’s cooling trend. For the week ending...
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