Menu
home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
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 Buy Currently
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
Sample Portfolio
Sample Portfolio Analysis
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 sm Program
Services, Fees and Compensation
Account Requirements
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
Municipal Bond Presentation
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
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
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
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
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
Recent Quotes
View Full List
My Watchlist
Create Watchlist
Indicators
DJI
Nasdaq Composite
SPX
Gold
Crude Oil
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries
Latest News about CRM
Recent news which mentions CRM
< Previous
1
2
3
4
5
6
7
8
9
...
32
33
Next >
The Economic Mood Brightens
June 04, 2025
Tickers
AA
ANF
BABA
BBY
Tags
ANF
DECK
SIE
From
Motley Fool
SEC May Loosen Rules On Executive Perks — Private Jet Rides, Bodyguards Could Stay Hidden: Report
June 04, 2025
Tickers
BA
CRM
NEWS
Tags
benzinga neuro
CRM
Benzinga
From
Benzinga
Rising AI, Analytics Budgets Could Lift Microsoft, Snowflake, Datadog
June 03, 2025
Tickers
ADBE
AMZN
CRM
DDOG
Tags
WDAY
AMZN
Expert Ideas
From
Benzinga
How A $140M Funding Round Positions Manychat For The Future Of Conversational Commerce
June 03, 2025
Tickers
ADBE
CRM
HUBS
MSFT
Tags
Startups
contributors
ADBE
From
Benzinga
This Salesforce Analyst Begins Coverage On A Bullish Note; Here Are Top 5 Initiations For Tuesday
June 03, 2025
Tickers
AGYS
ASGN
BPMC
CRM
Tags
Benzinga
Analyst Ratings
ASGN
From
Benzinga
Garry Tan Says Founders Must Build With Customers To Compete With Giants Like Salesforce, Oracle: 'You Can't Farm This Out'
June 03, 2025
Tickers
CRM
NEWS
ORCL
PLTR
Tags
Market News
Markets
Garry Tan
From
Benzinga
Why Salesforce Is Paying $8 Billion for 'the Plumbing of AI'
June 02, 2025
Tickers
CRM
INFA
NEWS
Tags
News
Startups Access
news access
From
Benzinga
"Rule Breaker Investing" Mailbag: More Than a Marathon
June 02, 2025
Tickers
AAPL
ADBE
AXON
CRM
Tags
TSM
AXON
ADBE
From
Motley Fool
Salesforce Stock Sinks Despite Strong AI Momentum -- Is Now the Time to Buy the Dip?
June 02, 2025
Tickers
CRM
INFA
Tags
INFA
Recent Press Releases
Market News
From
Motley Fool
Security, Sports, and Skiing
June 02, 2025
Tickers
AMZN
ASO
CRM
CRWD
Tags
SBUX
CRM
ASO
From
Motley Fool
Jony Ive Once Said Steve Jobs Demanded Everyone At Apple Often Answer This Question: 'It Still Shocks Me How Few People Actually Practice This'
June 02, 2025
Tickers
AAPL
CRM
DIS
SNOW
Tags
SNOW
Steve Jobs
Apple
From
Benzinga
e.l.f Beauty, Box And Joby Aviation Are Among Top 11 Mid-Cap Gainers Last Week (May 26-May 30): Are Others In Your Portfolio?
June 01, 2025
Tickers
AI
BOX
CRM
DOOO
Tags
ELF
LZMH
SMR
From
Benzinga
Meta's Llama AI Team Suffers Talent Exodus As Top Researchers Join $2B Mistral AI, Backed By Andreessen Horowitz And Salesforce
May 31, 2025
Tickers
CRM
META
NEWS
Tags
CRM
Benzinga
Market News
From
Benzinga
If You Invested $1000 In This Stock 15 Years Ago, You Would Have This Much Today
May 30, 2025
Tickers
CRM
NEWS
Tags
News
CRM
Trading Ideas
From
Benzinga
4 Top Stocks to Buy in June
May 30, 2025
Tickers
CLX
CRM
NU
UBER
Tags
NU
Recent Press Releases
UBER
From
Motley Fool
Why Does Salesforce Want to Buy Informatica? (Hint: It Involves AI)
May 30, 2025
Tickers
AAPL
CRM
DE
INFA
Tags
DE
IOT
AAPL
From
Motley Fool
Salesforce’s Return To M&A Fits Its Sedate Remodel
May 30, 2025
Tickers
CRM
Tags
Stocks / Equities
Technology
Market News
From
TalkMarkets
The “Newhart” Tariffs
May 29, 2025
Tickers
CRM
NDX
NVDA
SPX
Tags
NVDA
Market News
SPX
From
TalkMarkets
Stocks Edge Higher After Court Stifles Trump Tariffs, Nvidia Rallies To 3-Month Highs, Bitcoin Dips Below $107K: What's Driving Markets Thursday?
May 29, 2025
Tickers
A
BBWI
BBY
BITCOMP
Tags
A
Pro Project
Macro Economic Events
From
Benzinga
Investors Are Wondering Why Salesforce Stock Is Down After Beating Q1 Estimates: Here's What You Need To Know
May 29, 2025
Tickers
CRM
NEWS
Tags
Price Target
News
Earnings
From
Benzinga
Salesforce Posts Q1 Beat As AI Crosses $1B, But How Concerned Should Investors Be About Margins?
May 29, 2025
Tickers
CRM
Tags
Price Target
Reiteration
Goldman Sachs
From
Benzinga
Salesforce Slides After Brutal Price Target Cut by RBC Capital
May 29, 2025
Tickers
CRM
NEWS
Tags
Stocks
CRM
33
From
Wall Street Pit
This Tenet Healthcare Analyst Turns Bullish; Here Are Top 3 Upgrades For Thursday
May 29, 2025
Tickers
CRM
EXPI
GEV
HCA
Tags
top upgrades
Analyst Ratings
Benzinga
From
Benzinga
These Analysts Revise Their Forecasts On Salesforce Following Q1 Results
May 29, 2025
Tickers
CRM
NEWS
Tags
Price Target
Earnings
News
From
Benzinga
Nvidia To Rally Around 48%? Here Are 10 Top Analyst Forecasts For Thursday
May 29, 2025
Tickers
ASPN
BNZI
CRM
GEV
Tags
M
VEEV
CRM
From
Benzinga
This Starbucks Analyst Is No Longer Bullish; Here Are Top 5 Downgrades For Thursday
May 29, 2025
Tickers
CRM
GEV
NEWS
S
Tags
Markets
Pre/Market Outlook
Trading Ideas
From
Benzinga
US Stocks Likely To Open Higher After Federal Court Blocks Trump's Tariffs: 'Without Tariff Revenues, There Is A Big Beautiful Hole In The Big Beautiful Budget Bill,' Says Expert
May 29, 2025
Tickers
AI
ANF
BBY
COST
Tags
Bob Elliott
Craig Shapiro
Stories That Matter
From
Benzinga
Salesforce Declares 'Multitrillion Dollar Opportunity' With Digital Labor Revolution: Jim Cramer Says CRM Is Doing 'Exciting Things'
May 29, 2025
Tickers
AI
CRM
NEWS
PEP
Tags
Benzinga
CRM
digital labor
From
Benzinga
Markets Slide Into The Close; NVIDIA, CRM & More Report
May 29, 2025
Tickers
AI
CRM
ELF
HPQ
Tags
NVDA
ELF
Market News
From
TalkMarkets
Nvidia Stock Gains On Double Beat For Q1 But Slows Q2 Revenue Guidance
May 28, 2025
Tickers
CRM
NVDA
Tags
Technology
Stocks / Equities
CRM
From
TalkMarkets
< Previous
1
2
3
4
5
6
7
8
9
...
32
33
Next >
Stock Quote API & Stock News API supplied by
www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the
Privacy Policy
and
Terms Of Service
.
© 2025 FinancialContent. All rights reserved.