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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
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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)
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Back Dated Performance Reports
Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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
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EVENTS
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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
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RSVP-Signup Form
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SAP SE ADS
(NY:
SAP
)
168.95
-2.05 (-1.20%)
Official Closing Price
Updated: 6:30 PM EDT, Mar 25, 2026
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The Future of Enterprise: A Deep Dive into Salesforce (NYSE: CRM) in 2026
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As of March 2, 2026, the enterprise software landscape is no longer defined by the mere presence of the cloud, but by the autonomy of the systems within it. At the center of this shift sits Salesforce...
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The Shopify Paradox: Why the “Anti-Amazon” Dipped 12% Despite a +28% EPS Growth Outlook
February 27, 2026
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February 27, 2026
As of February 27, 2026, the global digital landscape is being fundamentally reshaped by the insatiable demands of Artificial Intelligence (AI). At the heart of this transformation sits Equinix, Inc....
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The Efficiency Trap: Workday’s Record Margins Mask a Cooling Enterprise Software Market
February 26, 2026
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The Darwinian Transition: AI Monetization and Metabolic Mastery Define the Market’s New Frontier
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The Agentic Pivot: A Deep-Dive Into Workday’s (WDAY) 2026 Strategy and Stock Outlook
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Palantir Shares Surge as Enterprise AI Shift Moves from Experimentation to Massive Deployment
February 26, 2026
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The Agentic Pivot: Inside Salesforce’s Record-Breaking 2026 Performance
February 26, 2026
As of February 26, 2026, Salesforce, Inc. (NYSE: CRM) stands at a pivotal crossroads in the enterprise software landscape. After two decades of defining the Cloud Computing era, the San Francisco-based...
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Salesforce Slides as $46 Billion Guidance Sparks Fears of an 'Agentic' Disruption
February 26, 2026
The enterprise software landscape faced a sharp reality check on Wednesday as Salesforce (NYSE:CRM) saw its shares slide 4% in after-hours trading following its fiscal 2026 year-end earnings release....
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The Agentic Pivot: Decoding Salesforce’s Mixed Outlook and the Rise of Digital Labor
February 26, 2026
As of February 26, 2026, Salesforce Inc. (NYSE: CRM) stands at one of the most critical junctures in its 27-year history. The pioneer of the "Software as a Service" (SaaS) movement is attempting to...
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Snowflake (SNOW) Q4 2026 Earnings Call Transcript
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February 25, 2026
Snowflake (SNOW) Q4 2026 Earnings Call Transcript
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Oracle’s Valuation Reset: Oppenheimer Issues Aggressive Buy Rating with $185 Target Amid "Multiple Contraction"
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In a bold move that signals a potential bottom for one of the tech sector's most volatile titans, Oppenheimer has upgraded Oracle (NYSE: ORCL) to an "Outperform" rating, setting a price target of $185....
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The SaaSpocalypse of 2026: Workday Stock Plummets as Agentic AI Fears Overhadow Q4 Beat
February 25, 2026
The enterprise cloud sector faced a reckoning on February 25, 2026, as Workday, Inc. (NASDAQ: WDAY) saw its shares crater by 10%, hitting a 52-week low of approximately $117.00. The sell-off followed...
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Salesforce Q4 2026 Earnings: Agentic AI Drives Revenue Beat and Enterprise Transformation
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