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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
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Client Information
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Sample Portfolio
Back Dated Performance Reports
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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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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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Event Schedule
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Event Schedule
Market Value Securities (MVS sm) Presentation
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Investing During Uncertain Times
Read FULL Seminar Here
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AI Will Disrupt 25% Of US Jobs By 2030—And The Fed Can't Save Them, Economist Warns
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June 25, 2025
As AI accelerates job displacement, Craig Shapiro warns that Federal Reserve's tools will be ill-equipped during looming labor crisis.
Via
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Salesforce Analyst Says ‘Agentforce’ Strategy Playing Out After Beat-And-Raise Q1: Retail Optimism Abounds
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May 29, 2025
The company said its quarterly performance reflected solid execution, driven by its continued focus on innovation, operational excellence, and maximizing value for its customers and shareholders.
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CRM-Powered ETFs In Focus As Salesforce Bets Big On AI With $8B Informatica Deal Ahead Of Q1 Results
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May 28, 2025
Salesforce's $8 billion buyout of Informatica boosts its AI and data integration business, influencing ETFs with stakes in Salesforce. Investors await its fiscal Q1 2026 earnings with strategic...
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Netflix Co-Founder Reed Hastings Joins Anthropic’s Board
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May 28, 2025
Anthropic highlighted that Hastings’ background in global technology and his dedication to public welfare projects equip him well to provide guidance on AI governance and innovation.
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Chamath Palihapitiya Says Swedish Fintech Company Klarna Scaling Back AI Support Is A Red Flag For Industry: Startups Could 'Pivot To Simply Use AI For Narrow Use Cases'
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May 13, 2025
Chamath Palihapitiya has weighed in on the implications of Klarna scaling back AI, hinting it can signal a challenge for AI-first startups.
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Netflix Soars To All-Time High: 5 ETFs To Ride The Surge
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April 26, 2025
Netflix has reached a historic milestone, with its stock price soaring to an all-time high of nearly $1,101. Investors seeking to tap the bullish trend should invest in ETFs with the largest allocation...
Via
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Netflix's Content Performing Well Worldwide, Analyst Remains Bullish On 2025 Content & Key Releases
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March 24, 2025
JP Morgan analyst reiterated an Overweight rating on Netflix, citing strong performance and revenue growth outlook. Upcoming releases also promising.
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Mark Cuban Advises GenZ To 'Spend Every Waking Minute Learning About AI:' Here's A List Of AI Investment Opportunities For Long Term
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March 17, 2025
Billionaire investor Mark Cuban has urged GenZ youth to upscale themselves by learning more about artificial intelligence.
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Billionaire Investor Howard Marks Warns Against AI's 'Powerful' Novelty And FOMO As Nvidia, Other AI-Linked Stocks Tumble In 2025: Says This Enthusiasm 'Sometimes Leads To Bubbles'
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March 03, 2025
Nvidia and other AI-linked stocks have plunged in 2025 as Howard Marks compares the enthusiasm to instances that "sometimes leads to bubbles".
Via
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Trading OGRes And IPOs - The Week In Charts
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March 02, 2025
A discussion about recent OGRe trades and a Buy At B IPO trade.
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Billionaire Ray Dalio Says AI Risks 'Totalitarian Control Or Anarchy' As It Could Reshape World In Next 5 Years: Here Are AI-Linked ETFs For Investors To Consider
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February 26, 2025
Ray Dalio cautioned investors saying that the development of AI could risk totalitarian social control or even anarchy in the coming years.
Via
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Hidden Gems? AI Engine APART Highlights Automotive, Undervalued AI, Capital Goods As Top Sectors
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February 17, 2025
Savart's proprietary AI engine, APART, is identifying promising investment opportunities beyond the expensive and overvalued "AI poster boys"
Via
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The Odds Favor Higher Prices
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February 16, 2025
The SPX is pushing up against its highs again and it looks poised for a very important breakout.
Via
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The Short-Term Uptrend Continues; The SPX Reaches New Price High
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January 26, 2025
At this point, I become more cautious, restraining myself from making many new purchases and trimming positions that look extended or weak.
Via
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Bonds
ETFs
Stocks / Equities
SharkNinja Taps Salesforce Solutions For Personalized Customer Journeys: Details
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January 14, 2025
Salesforce's Agentforce and Commerce Cloud solutions will enhance SharkNinja's customer service and global expansion efforts.
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Salesforce Launches Retail Cloud And Agentforce Solutions: Details
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January 10, 2025
Salesforce introduces new AI solutions for retailers, aiming to enhance productivity, improve customer experiences, and drive enterprise growth.
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Salesforce Tool Aims To Simplify AI Agent Testing, Deployment
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November 20, 2024
Salesforce is introducing a new paradigm for businesses adopting autonomous agent technology, almost immediately after losing its AI lead, Clara Shih, to Meta
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Salesforce Launches Agentforce, Redefining AI In Business With Autonomous Solutions
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October 29, 2024
Salesforce introduces Agentforce, a new feature that uses advanced reasoning to create autonomous AI agents capable of performing tasks and improving customer experiences. Companies like OpenTable,...
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Salesforce Cuts Wait Times In Healthcare, New Collaboration Transforms Prior Authorizations
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October 21, 2024
Salesforce and Blue Shield of California team up to provide near-instant prior authorization, improving healthcare efficiency and patient care.
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Benzinga
Netflix ETFs To Buy On Robust Q2 Earnings
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July 20, 2024
Netflix (NFLX - Free Report) reported robust second-quarter 2024 results after the closing bell on Thursday. Investors could tap the opportune moment through ETFs with the largest allocation to this...
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Talk Markets
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The Economist Makes A Case For Solar Energy
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June 26, 2024
Given the immense growing demand for electricity from AI data centers and EVs, it’s worth appreciating what energy sources will fuel the power grid and their respective investment opportunities.
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Nvidia Rebounds Over 6% After $550B Market Cap Loss
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June 25, 2024
Nvidia Corp (NASDAQ:NVDA) lost $550B in market value but has since risen back to $3.07T. Analysts warn of broader market slump if NVDA corrects.
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Benzinga
What's Happening With Cloud Software Company Salesforce's Shares On Thursday?
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June 06, 2024
Salesforce announced London as the site for its first AI center, following the company's $4 billion investment in new technologies in the UK.
Via
Benzinga
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Netflix ETFs To Buy On The Dip Post Solid Q1 Earnings
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April 19, 2024
Investors could tap the dip through ETFs with the largest allocation to this streaming giant.
Via
Talk Markets
Topics
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Cisco Secures Splunk - A Game Changer For Growth And Free Cash Flow, Says Analyst
↗
March 20, 2024
Piper Sandler analyst reiterated Neutral rating for Cisco with raised price target of $51, based on successful Splunk deal, increased visibility and potential for AI.
Via
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Tech ETFs Riding The Wave Of Strong Earnings
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February 05, 2024
The technology sector is back in the groove and dominating the stock market rally once again this year.
Via
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Will Rising Interest Rates Bring A Recession And Bear Market?
↗
September 08, 2023
Investors and traders have been rattled by big moves in interest rates, the U.S. dollar, and oil prices. How much damage has been done to the stock market's trend?
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Investors Cheer Jobs Report: Why Are These 5 Stocks And 5 ETFs Shining On Friday?
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August 04, 2023
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Benzinga
Hot & Cold: Who's Hiring The Most/Least Right Now - What Was Their Market Performance?
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June 02, 2023
The latest U.S. labor market report showed a remarkable rise in non-farm payrolls in May, with a surprising gain of 339,000. This marks the strongest pace of employment growth since January 2023.
Via
Benzinga
Unmasking Q2 2023's Stars & Strugglers: Industry ETFs And Top Stock Standouts
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June 27, 2023
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Benzinga
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