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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
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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
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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
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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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Investing During Uncertain Times
Read FULL Seminar Here
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Salesforce
(NY:
CRM
)
181.82
-4.52 (-2.43%)
Official Closing Price
Updated: 7:00 PM EDT, May 8, 2026
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Apple's CEOs, Intel & AI, and Another SaaSpocalype
↗
April 28, 2026
Intel has such high demand from the AI market that it’s selling chips it once thought were worthless.
Via
The Motley Fool
Topics
Artificial Intelligence
3 Stocks Leading the Charge in the Agentic AI Era
↗
April 28, 2026
Via
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Artificial Intelligence
Salesforce Experience Cloud Implementation Services for Scalable and Connected Digital Experiences
↗
April 28, 2026
Via
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How Salesforce Development Companies Drive Digital Transformation Across Industries
↗
April 28, 2026
Via
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Maximize ROI with an Expert Salesforce Consulting Services Company
↗
April 28, 2026
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Ample Supplies and Slack Demand Undercut Sugar Prices
April 27, 2026
May NY world sugar #11 (SBK26 ) today is down -0.09 (-0.65%), and Aug London ICE white sugar #5 (SWQ26 ) is down -6.40 (-1.47%). Sugar prices gave up an early advance today and turned lower, as...
Via
Barchart.com
Topics
Energy
Michael Burry Has Soured on Palantir and Is Betting on This Other Beaten-Down Artificial Intelligence (AI) Software Stock Instead
↗
April 27, 2026
Michael Burry of "The Big Short" fame thinks Palantir's growth is at risk due to the rise of artificial intelligence (AI) agents.
Via
The Motley Fool
Topics
Artificial Intelligence
Steel and Spirit United: Blessing of the Swords Mass Rekindles Faith, Tradition, and Brotherhood in the Pennsylvania Central District, Knights of Columbus
April 27, 2026
April 27, 2026 -- A powerful evening of procession, symbolism, and sacred renewal at St. Maximilian Kolbe Parish, where Knights once again bore their swords in faith, received a stirring message on the...
Via
24-7 Press Release
Why Salesforce Workflow Automation Is Key to Reducing Manual Work and Increasing Efficiency
↗
April 27, 2026
Via
Talk Markets
How Salesforce Consulting for Health and Life Science Improves Patient Engagement
↗
April 26, 2026
Via
Talk Markets
Morningstar Says Software Stocks Haven't Been This Undervalued In 3 Years. These 3 Look Like Good Deals.
↗
April 26, 2026
Artificial intelligence (AI) disruption is a real threat, but investors are panicking about its impact on these companies.
Via
The Motley Fool
Topics
Artificial Intelligence
2 AI Stocks With 85% and 70% Upside to Buy During a Software Bear Market
↗
April 25, 2026
ServiceNow and Salesforce have huge potential upside after their sell-offs.
Via
The Motley Fool
Topics
Artificial Intelligence
Salesforce Data Quality: Email Verification and Phone Number Validation Guide
↗
April 25, 2026
Via
Talk Markets
Groups Watcher Brings Facebook Group Brand Monitoring to Slack, Teams, Zapier, Make, n8n, and CRM Workflows
April 24, 2026
Via
AB Newswire
Does "The Big Short's" Michael Burry Know Something That Wall Street Doesn't? The Famed Investor Is Buying a "Magnificent Seven" Stock Coming Off Its Worst Quarter Since 2008
↗
April 24, 2026
Burry is one of the more closely followed investors on Wall Street, after his legendary bets made during the Great Recession and deep knowledge of markets.
Via
The Motley Fool
Topics
Artificial Intelligence
Bonds
Economy
Amazon, Meta, Microsoft, Salesforce, and Stripe Join the Universal Commerce Protocol Tech Council
April 24, 2026
Internet, Everywhere--(Newsfile Corp. - April 24, 2026) - Amazon, Meta, Microsoft, Salesforce, and Stripe are now a part of the...
Via
Newsfile
Topics
Artificial Intelligence
Driving Digital Success with Salesforce Marketing Cloud Consulting Services
↗
April 24, 2026
Via
Talk Markets
Salesforce's Q1 2027 Earnings: What to Expect
April 24, 2026
Salesforce is gearing up to release its first-quarter results soon, and analysts are expecting a double-digit growth in earnings.
Via
Barchart.com
Topics
Artificial Intelligence
ETFs
A Complete Guide to Hire Salesforce Technical Architect for Business Success
↗
April 24, 2026
Via
Talk Markets
From CRM to Command Center: Salesforce Consulting Services Driving Enterprise Growth
↗
April 24, 2026
Via
Talk Markets
Beyond Automation: How Salesforce AI Consulting Is Powering Self-Learning CRMs
↗
April 24, 2026
Via
Talk Markets
Topics
Artificial Intelligence
Not Dead Yet: Why CEO Marc Benioff Says the Opportunity for Salesforce Stock Has ‘Never Been Greater’
April 24, 2026
Benioff is dismissing some of the panic over the software apocalypse.
Via
Barchart.com
Topics
Artificial Intelligence
ETFs
Records Undone: Oil, Iran, and an AI Identity Crisis Sink Wall Street
↗
April 24, 2026
Via
Chartmill
Topics
Artificial Intelligence
Why Salesforce (CRM) Shares Are Getting Obliterated Today
April 23, 2026
What Happened? Shares of CRM software giant Salesforce (NYSE:CRM) fell 8.5% in the afternoon session after weak guidance from peer company ServiceNow sparked...
Via
StockStory
Topics
Artificial Intelligence
These S&P500 stocks are moving in today's session
↗
April 23, 2026
Via
Chartmill
Salesforce Stock Is Plummeting Today: What's Happening?
↗
April 23, 2026
Salesforce (NYSE:CRM) shares are under pressure on Thursday as software stocks slid on weak ServiceNow guidance and geopolitical tensions.
Via
Benzinga
What's going on in today's session: S&P500 movers
↗
April 23, 2026
Via
Chartmill
Legendary Investor Michael Burry Is Shrugging Off the Software Apocalypse (Sort of) and Buying Salesforce Stock. Should You?
April 23, 2026
Michael Burry’s move to buy Salesforce stock highlights a potential contrarian opportunity, but investors must weigh whether AI-driven disruption risks have fully played out.
Via
Barchart.com
Topics
Artificial Intelligence
Thursday's session: gap up and gap down stock in the S&P500 index
↗
April 23, 2026
Via
Chartmill
Get insights into the top movers in the S&P500 index of Thursday's pre-market session.
↗
April 23, 2026
Via
Chartmill
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