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Traditional Broker/Dealer Execution Flow
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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
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Cognizant Technology Solutions
(NQ:
CTSH
)
81.63
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Updated: 4:00 PM EST, Jan 5, 2026
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Stay updated with the S&P500 stocks that are on the move in today's pre-market session.
↗
September 04, 2025
Stay updated with the S&P500 stocks that are on the move in today's pre-market session.
Via
Chartmill
Assessing Cognizant Tech Solns: Insights From 5 Financial Analysts
↗
August 20, 2025
Via
Benzinga
MIT Report On Gen AI Struggles Spooks Investors. Analyst Sees Opening For IBM And These Stocks.
↗
August 20, 2025
IBM stock, Accenture and others could have opening to help enterprises with AI projects, analyst says, after MIT report on early struggles.
Via
Investor's Business Daily
Topics
Artificial Intelligence
Growth Stocks Flash Bullish 'Golden Cross' On AI Spending Spree: Expert Reveals Next Wave Of Winners Beyond Chipmakers
↗
August 18, 2025
A bullish "golden cross" signal appears for growth stocks, fueled by the AI spending boom. Experts reveal winners to watch beyond chipmakers.
Via
Benzinga
Topics
Artificial Intelligence
Meta, Microsoft Power Wall Street To New Records Despite Inflation Jump: What's Moving Markets Thursday?
↗
July 31, 2025
A post-earnings surge in Meta Platforms Inc. (NASDAQ:META) and Microsoft Corp.
Via
Benzinga
Topics
Economy
Earnings Scheduled For July 30, 2025
↗
July 30, 2025
Via
Benzinga
What's Driving the Market Sentiment Around Cognizant Tech Solns?
↗
June 02, 2025
Via
Benzinga
Earnings Scheduled For April 30, 2025
↗
April 30, 2025
Via
Benzinga
How Do Investors Really Feel About Cognizant Tech Solns?
↗
August 13, 2025
Via
Benzinga
Cognizant (CTSH) Q2 Revenue Rises 8%
↗
August 01, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Cognizant Tech Solutions-A (NASDAQ:CTSH) Reports Mixed Q2 2025 Earnings Amid Investor Skepticism
↗
July 30, 2025
Cognizant (CTSH) reported mixed Q2 2025 earnings with revenue growth beating guidance but shares falling on investor concerns. EPS topped estimates at $1.31, while AI and digital transformation drove...
Via
Chartmill
Topics
Artificial Intelligence
Massive Allianz Life Hack Exposes 'Majority' Of 1.4 Million American Customer, Employee Records
↗
July 28, 2025
In a recent cyberattack, Allianz Life (OTC: ALIZF) has confirmed that the personal data of most of its customers, financial professionals, and employees has been stolen.
Via
Benzinga
Clorox Claims Cognizant Handed Credentials To Hacker, Ignored Security Protocols
↗
July 23, 2025
Clorox alleges Cognizant failed to follow basic cybersecurity protocols, leading to a $380 million cyberattack that crippled operations and caused major business losses.
Via
Benzinga
Topics
Hacking
The Three Skills You Need To Master In The Age Of AI, According To Tech Execs
↗
July 18, 2025
Via
Benzinga
Topics
Artificial Intelligence
11 Analysts Assess Cognizant Tech Solns: What You Need To Know
↗
July 17, 2025
Via
Benzinga
What Does the Market Think About Cognizant Tech Solns?
↗
July 16, 2025
Via
Benzinga
Uncover the latest developments among S&P500 stocks in today's session.
↗
July 10, 2025
Wondering what's happening in today's session for the S&P500 index? Stay informed with the top movers within the S&P500 index on Thursday.
Via
Chartmill
What's going on in today's session: S&P500 movers
↗
July 10, 2025
Let's have a look at the top S&P500 gainers and losers in the middle of the day of today's session.
Via
Chartmill
Be Resilient By Accepting Adversity And Learning From It
↗
July 04, 2025
When you encounter inevitable obstacles as you're striving for success in business, don't panic. Instead, be resilient.
Via
Investor's Business Daily
Uncover the latest developments among S&P500 stocks in today's session.
↗
June 20, 2025
Let's have a look at the top S&P500 gainers and losers one hour before the close of the markets of today's session.
Via
Chartmill
Stay informed with the top movers within the S&P500 index on Friday.
↗
June 20, 2025
Curious about the S&P500 stocks that are in motion on Friday? Join us as we explore the top movers within the S&P500 index during today's session.
Via
Chartmill
Friday's session: gap up and gap down stock in the S&P500 index
↗
June 20, 2025
Let's have a look at what is happening on the US markets on Friday. Below you can find the S&P500 gap up and gap down stocks in today's session.
Via
Chartmill
Microsoft Exec Says This Is Now A 'Core Skill' And Fighting It Is 'Like Betting Against Reading In The 14th Century'
↗
June 11, 2025
Microsoft's CPO Aparna Chennapragada dismisses idea of AI replacing coders, citing need for human skills like critical thinking. Executives from Cognizant and Okta echo her views. Pew survey shows half...
Via
Benzinga
Topics
Artificial Intelligence
COGNIZANT TECH SOLUTIONS-A (NASDAQ:CTSH) – A Strong Technical Setup with Breakout Potential
↗
June 04, 2025
COGNIZANT TECH SOLUTIONS-A (NASDAQ:CTSH) shows strong technicals and a bullish setup, making it a breakout candidate. High ratings in trend strength and consolidation quality suggest upside potential.
Via
Chartmill
TaskUs Stock Soars As Blackstone Unveils Buyout As Earnings Smash Estimates
↗
May 09, 2025
TaskUs Inc. surges after strong Q1 results and $16.50/share all-cash buyout by Blackstone and co-founders. Deal to take company private.
Via
Benzinga
Why Cognizant Technology Solutions Stock Triumphed on Thursday
↗
May 01, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Wall Street Eyes 8th Positive Day As S&P 500 Recoups Tariff-Led Losses, Bitcoin Rallies To $97,000: What's Driving Markets Thursday?
↗
May 01, 2025
Wall Street pushed higher in midday trading, with the S&P 500 on track for its eighth consecutive gain — its longest winning streak since November 2023. The index rose about 1% to 5,560, fully...
Via
Benzinga
Topics
Government
Stocks
World Trade
This Caterpillar Analyst Is No Longer Bearish; Here Are Top 5 Upgrades For Thursday
↗
May 01, 2025
Via
Benzinga
What Analysts Are Saying About Cognizant Tech Solns Stock
↗
April 25, 2025
Via
Benzinga
Wall Street Falls On Weak Economic Data As Oil Slumps To $58: What's Driving Markets Wednesday
↗
April 30, 2025
Wall Street traded lower on the final session of the month, heading for its third consecutive monthly loss as economic data began reflecting the impact of Trump tariffs.
Via
Benzinga
Topics
Government
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