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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
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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
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
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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
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
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International Business Machines
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D-Wave vs. IonQ vs. IBM vs. Google: Which Quantum Bets Will Win 2026?
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3 Artificial Intelligence Stocks to Buy in 2026 and Hold for the Rest of the Decade
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Wall Street analysts believe this company's revenue will more than double over the next year.
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January 01, 2026
NEW YORK – As the sun rises on January 1, 2026, the global financial markets are no longer debating whether artificial intelligence is a bubble. Instead, they are grappling with its industrialization....
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The Error Correction Breakthrough: How Google DeepMind’s AlphaQubit is Solving Quantum Computing’s Greatest Challenge
January 01, 2026
As of January 1, 2026, the landscape of quantum computing has been fundamentally reshaped by a singular breakthrough in artificial intelligence: the AlphaQubit decoder. Developed by Google DeepMind in...
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Quantum Chill: IonQ and Peers Face New Year Slump Ahead of High-Stakes CES 2026
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As the calendar turns to January 1, 2026, the high-flying quantum computing sector is experiencing a sobering start to the year. After a blockbuster 2025 that saw some pure-play stocks triple in value,...
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What Is One of the Best Quantum Computing Stocks to Own for the Next 10 Years?
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IBM is leading the way.
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The Oracle Transfiguration: From Database Giant to AI Infrastructure Titan
January 01, 2026
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If You Invested $1000 In IBM Stock 5 Years Ago, You Would Have This Much Today
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The Rise of the AI Factory: Eurobank, Microsoft, and EY Redefine Banking with Agentic Mainframes
December 31, 2025
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The Sovereign of Silicon: How Nvidia Defined the 2025 Bull Market and What Lies Beyond the Blackwell Horizon
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As the final bells ring across global exchanges on this December 31, 2025, one name stands undisputed at the summit of the financial world: NVIDIA (NASDAQ: NVDA). Over the past twelve months, the Santa...
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Will Greg Abel Reverse Warren Buffett’s ‘Mistake’ as Berkshire Hathaway’s New CEO?
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Dow Jones Industrials 2025: These Three Unexpected Stocks Top Nvidia
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Bridging the $1.1 Trillion Chasm: IBM and Pearson Unveil AI-Powered Workforce Revolution
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IBM Unveils Instana GenAI Observability: The New “Black Box” Decoder for Enterprise AI Agents
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In a move designed to bring transparency to the increasingly opaque world of autonomous artificial intelligence, IBM (NYSE: IBM) has officially launched its Instana GenAI Observability solution....
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IBM Anchors the Future of Agentic AI with $11 Billion Acquisition of Confluent
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In a move that fundamentally reshapes the enterprise artificial intelligence landscape, International Business Machines Corp. (NYSE: IBM) has announced its definitive agreement to acquire Confluent,...
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IBM and AWS Forge “Agentic Alliance” to Scale Autonomous AI Across the Global 2000
December 30, 2025
In a move that signals the end of the "Copilot" era and the dawn of autonomous digital labor, International Business Machines Corp. (NYSE: IBM) and Amazon.com, Inc. (NASDAQ: AMZN) announced a massive...
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IBM Became an AI Powerhouse in 2025
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The tech giant is taking a different path than its peers.
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Is IonQ Stock a Buy Now?
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This rising star in quantum computing is a high-risk but potentially high-reward play.
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IT Services & Consulting Stocks Q3 In Review: Grid Dynamics (NASDAQ:GDYN) Vs Peers
December 29, 2025
Looking back on it services & consulting stocks’ Q3 earnings, we examine this quarter’s best and worst performers, including Grid Dynamics (NASDAQ:GDYN) and its peers.
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3 Quantum Computing Stocks That Could Help Make You a Fortune
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Dow Jones Drops 250 Points as Tech and Commodities Face Year-End Pressure
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The final Monday of 2025 proved to be a turbulent one for investors as the Dow Jones Industrial Average shed nearly 250 points, retreating from its record-setting trajectory. The decline, while...
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Beyond the Transformer: MIT and IBM’s ‘PaTH’ Architecture Unlocks the Next Frontier of AI Reasoning
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Smooth Skies Ahead: How Emirates is Leveraging AI to Outsmart Turbulence
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As air travel enters a new era of climate-driven instability, Emirates has emerged as a frontrunner in the race to conquer the invisible threat of turbulence. By late 2025, the Dubai-based carrier has...
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The Great Agentic Displacement: New Report Traces 50,000 White-Collar Job Losses to Autonomous AI in 2025
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As 2025 draws to a close, a series of sobering year-end reports have confirmed a long-feared structural shift in the global labor market. According to the latest data from Challenger, Gray & Christmas...
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The Oracle Awakening: How a Legacy Giant Became the Infrastructure of the AI Era
December 29, 2025
As of late December 2025, Oracle Corporation (NYSE: ORCL) finds itself in the middle of a radical second act that few industry analysts predicted a decade ago. Once dismissed as a legacy "dinosaur"...
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Pax Silica: The US, Japan, and South Korea Finalize Landmark Alliance to Secure the AI Future
December 29, 2025
In a move that formalizes the geopolitical bifurcation of the high-tech world, the United States, Japan, and South Korea have officially finalized the Pax Silica Supply Chain Alliance. Announced in...
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Technical Breakout Setup Identified for INTL BUSINESS MACHINES CORP (NYSE:IBM)
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IBM stock shows strong technicals and a high-grade breakout setup, offering a potential trade entry with defined risk.
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AMD's Lisa Su Pays Tribute To Former IBM CEO Lou Gerstner: An 'Amazingly Curious' Leader Who Shaped Her Early Career
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