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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)
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Back Dated Performance Reports
Quarterly Performance Reports
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TAV Program
Services, Fees and Compensation
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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
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Total Asset Fund (TAF)
TAF® Program
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Client Contact with Portfolio Manager(s)
Additional Information
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Event Schedule
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Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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Symbotic Inc. - Class A Common Stock
(NQ:
SYM
)
80.95
+3.69 (+4.78%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Oct 31, 2025
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All News about Symbotic Inc. - Class A Common Stock
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Robotics is a logical extension of the AI revolution, these three robotics stocks bring AI-driven growth to healthcare, logistics, and enterprise software
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August 20, 2025
High short interest will impact these stocks in Q3, but they are set up to move higher and hit new highs, driven by catalysts in Q4, including the Q3 results.
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Why AI Robotics Stock Symbotic Surged 38.9% in July
August 14, 2025
Symbotic stock is up over 120% in 2025. What's next?
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Earnings Scheduled For August 6, 2025
August 06, 2025
Via
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Global Markets Mixed: Asia Lower, Tokyo's Nikkei Defies Trend
August 08, 2025
Global financial markets presented a fragmented picture today, with most Asian indices experiencing declines while European bourses showed a mixed performance. The standout anomaly was Tokyo's Nikkei...
Via
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Why Symbotic Fell Hard Today, Even After Good Results
August 07, 2025
The warehouse automation company fell as the transition to its next-gen storage technology may cause a revenue hiccup in the near future.
Via
The Motley Fool
Topics
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12 Industrials Stocks Moving In Thursday's Intraday Session
August 07, 2025
Via
Benzinga
Nvidia, AI Bets Lift SoftBank To Profit After Brutal Year-Ago Loss
August 07, 2025
SoftBank Group reported Q1 net sales of 1.82 trillion yen, with 8% growth in its net sales segment. The company also made profitable investments in OpenAI and other AI projects.
Via
Benzinga
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Discover the top movers in Thursday's pre-market session.
August 07, 2025
The US market is yet to commence its session on Thursday, but let's get a preview of the pre-market session and explore the top gainers and losers driving the early market movements.
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Redwire Posts Downbeat Q2 Results, Joins Tandem Diabetes Care, Fortinet, Symbotic And Other Big Stocks Moving Lower In Thursday's Pre-Market Session
August 07, 2025
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12 Industrials Stocks Moving In Thursday's Pre-Market Session
August 07, 2025
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Why Groupon Shares Are Trading Higher By Around 28%; Here Are 20 Stocks Moving Premarket
August 07, 2025
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Symbotic (SYM) Q3 Revenue Jumps 26%
August 06, 2025
Via
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Topics
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Intellectual Property
12 Industrials Stocks Moving In Wednesday's After-Market Session
August 06, 2025
Via
Benzinga
Symbotic Inc (NASDAQ:SYM) Reports Mixed Q3 2025 Results with Revenue Beat but Earnings Miss, Triggering After-Hours Selloff
August 06, 2025
Symbotic (SYM) reported mixed Q3 2025 results, beating revenue estimates but missing earnings, causing a 12% stock drop. Growth remains strong, but profitability concerns weigh on investor sentiment.
Via
Chartmill
Topics
Earnings
Symbotic Stock Crashes As Warehouse Automation Firm Misses With Outlook
August 06, 2025
Symbotic beat estimates for its fiscal third quarter but guided below views with its Q4 forecast. Symbotic stock plunged.
Via
Investor's Business Daily
Symbotic Reports Third Quarter Fiscal Year 2025 Results
August 06, 2025
From
Symbotic Inc.
Via
GlobeNewswire
3 Red-Hot Growth Stocks to Buy in 2025
August 06, 2025
Navitas, Arista, and Symbotic have a lot of growth potential.
Via
The Motley Fool
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The AI Effect: How Artificial Intelligence Continues to Reshape Stock Market Dynamics
August 05, 2025
Artificial Intelligence (AI) has emerged as the undeniable titan of the financial markets, fundamentally reshaping dynamics and capturing the lion's share of investor attention. Since the public...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Fraud
Symbotic Unveils Next-Generation Storage for its Warehouse Automation System – Enabling Significantly Reduced Customer Footprint and Faster Case Handling
August 05, 2025
From
Symbotic Inc.
Via
GlobeNewswire
Top Stocks Powering the Fourth Industrial Revolution
July 24, 2025
The Fourth Industrial Revolution gains momentum in 2025, driving value for shareholders. This is a look at the what, how, why and where for investors.
Via
MarketBeat
Topics
Artificial Intelligence
Economy
5 Stocks to Buy and Hold for the Rise of Physical AI
July 23, 2025
Physical AI is the ultimate goal of AI and one that will be realized within the next few years. This is a look at the leaders to buy and hold for the long term.
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Topics
Artificial Intelligence
1 Robotics Stock to Buy Hand Over Fist Right Now
July 23, 2025
Via
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These 10 Large-Cap Stocks Have Outgained Palantir in 2025. Here's How Wall Street Thinks They'll Do.
July 21, 2025
Via
The Motley Fool
Topics
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This Artificial Intelligence (AI) Stock Has Outperformed Palantir in 2025. Is It Still a Buy?
July 17, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Symbotic Announces Date for Reporting Third Quarter Fiscal 2025 Financial Results
July 16, 2025
From
Symbotic Inc.
Via
GlobeNewswire
Johnson & Johnson Raises FY25 Forecast, Joins Rigetti Computing, Unity Software, Brighthouse Financial And Other Big Stocks Moving Higher On Wednesday
July 16, 2025
Via
Benzinga
Top 2 Industrials Stocks You May Want To Dump This Quarter
July 08, 2025
Via
Benzinga
NIKE, Datadog And Snap Are Among Top 11 Large Cap Gainers Last Week (June 30-July 4): Are The Others In Your Portfolio?
July 06, 2025
11 best performing large-cap stocks last week, including Symbotic, Nike, First Solar, Datadog, HPE, Summit Therapeutics, Carnival, POSCO, Wynn Resorts, SharkNinja, and Snap
Via
Benzinga
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