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home
about us
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Firm ADV PDFs
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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
Services, Fees and Compensation
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
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
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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
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JPMorgan Chase & Co
(NY:
JPM
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333.45
-0.69 (-0.21%)
Official Closing Price
Updated: 7:00 PM EDT, Jun 24, 2026
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Stock Market Today, June 24: Micron Surges After Hours as Nasdaq Stems Losses
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June 24, 2026
Today, June 24, 2026, the Dow edged upwards as falling crude prices helped offset tech valuation worries.
Via
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JPMorgan Raises Dividend, Announces $50B Buyback, Shares Rise
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June 24, 2026
JPMorgan shares are inching higher in extended trading Wednesday after the bank raised its quarterly dividend and announced a fresh buyback.
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JPMorganChase Announces 2026 Dodd-Frank Act Stress Test Results
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June 24, 2026
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JPMorgan Says Carnival Cost Savings Help Offset Europe Weakness
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June 24, 2026
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Discover which dow jones stocks are making waves on Wednesday.
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June 24, 2026
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How Berkshire Hathaway's Portfolio Differs in the Post-Warren Buffett Era
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June 24, 2026
The core philosophies haven't changed; they're just applied differently.
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Which Vanguard Dividend ETF Is the Better Buy: VIG or VYM?
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June 24, 2026
One ETF leans into technology and dividend growth, while the other prioritizes higher income and lower volatility. Which approach better fits your portfolio?
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Could SoFi Become One of the Biggest Banks in America?
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It's relatively tiny now, but never say never. The online-only bank's got a curious competitive edge.
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The Vanguard ETF That Could Set You Up for Life if You Buy It Today
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June 24, 2026
Consistency can do a lot of the heavy lifting for you.
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Nvidia's Nightmare? Why J.P. Morgan's Cembalest Calls Anthropic's Trainium Deal 'Strongest Third-Party' Endorsement Of GPU Alternatives
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June 24, 2026
Discover why J.P. Morgan calls Anthropic's Amazon Trainium pact the "strongest third-party" threat to Nvidia's GPU empire.
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The S&P 500 Is Up 9% in 2026. Wall Street Says the Stock Market Will Do This Next.
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June 24, 2026
Wall Street analysts anticipate more upside for U.S. stocks in the second half of 2026.
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Why Domino's (DPZ) Stock Is Down Today
June 23, 2026
What Happened? Shares of fast-food pizza chain Domino’s (NASDAQ:DPZ) fell 3.2% in the afternoon session after the company announced its CEO, Russell Weiner, ...
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AMN Healthcare Services (AMN) Stock Is Up, What You Need To Know
June 23, 2026
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IBM (IBM) Stock Is Up, What You Need To Know
June 23, 2026
What Happened? Shares of technology and consulting giant IBM (NYSE:IBM) jumped 4.3% in the afternoon session after JPMorgan's Brian Essex raised the stock's ...
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Wall Street Tuesday: Dow Green, Nasdaq Bleeding, SpaceX Wild
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June 23, 2026
The Nasdaq fell hard on Tuesday. One stock's wild reversal kept it from falling harder. Yep, you probably guessed the name already.
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Stock Market Today, June 23: Sandisk Leads Tech Stock Slide as South Korea Jitters Trigger Global Pullback at Midday
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June 23, 2026
Today, June 23, 2026, investors faced sharp volatility as rate-hike expectations and a South Korean tech sell-off rattled Wall Street.
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Why Tesla (TSLA) Shares Are Trading Lower Today
June 23, 2026
What Happened? Shares of electric vehicle pioneer Tesla (NASDAQ:TSLA) fell 4.8% in the morning session after sentiment weakened following a fresh federal saf...
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This IBM Analyst Turns Bullish; Here Are Top 3 Upgrades For Tuesday
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June 23, 2026
Top Wall Street analysts changed outlook on top names. Piper Sandler upgraded SNPS, JP Morgan upgraded IBM,. See analyst ratings.
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SpaceX Lockup Expiration: Will Insider Selling Sink the Stock?
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Elon Musk's space company is taking an unconventional approach to insider selling.
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Why Is IBM Stock Soaring Tuesday?
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June 23, 2026
IBM stock jumps 4% premarket after a White House nod and a JPMorgan upgrade to Overweight with a new $291 price target.
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Which High Dividend ETF Is Better, Vanguard's VYM or Fidelity's FDVV?
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June 23, 2026
Compare portfolio concentration, sector exposure, and risk profiles to see how these two income-focused ETFs stack up for different investment goals.
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Forget 'Animal Spirits'— This Wall Street Strategist Says The S&P 500 Bull Run Is Built Entirely On Earnings: 'Momentum Is Going To Continue...'
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June 23, 2026
Could the S&P 500 reach 8,900? JPMorgan explains why this bull case is strictly 'earnings driven' and not just 'animal spirits.'
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SoFi vs. PayPal: Two Beaten-Down Fintech Stocks. Which Is the Better Comeback Story?
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June 23, 2026
These two financial stocks are down for very different reasons.
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Global Retail Banking Market Size, Share and Forecast, 2035
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June 23, 2026
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A Once-in-a-Decade Investment: This AI Stock Could Soar Nearly 300% by 2030, Says a Wall Street Expert.
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June 23, 2026
Nvidia's stock is remarkably cheap despite the company's dominance in a trillion-dollar market.
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2 Incredibly Costly Mistakes Too Many Investors Are Making Right Now
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June 23, 2026
FOMO and trying to time the market can be big investor mistakes.
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Had You Parked $10,000 in This Vanguard ETF When Warren Buffett Recommended It in 2014, Here's How Much You'd Have Today
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June 23, 2026
Despite his incredible ability to pick stocks, Warren Buffett consistently advocates for low-cost index funds.
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