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home
about us
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Firm ADV PDFs
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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
Services, Fees and Compensation
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Event Schedule
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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
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The Trade Desk, Inc. - Class A Common Stock
(NQ:
TTD
)
14.14
-0.42 (-2.88%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Aug 14, 2026
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All News about The Trade Desk, Inc. - Class A Common Stock
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Paramount Gets Warner Bros. Discovery, but Netflix Comes Out a Winner
↗
March 07, 2026
Paramount has won the bidding war for Warner Bros. Discovery, but it was Netflix stock that soared on the news.
Via
The Motley Fool
The Trade Desk vs. AppLovin: Which AI-Powered Adtech Stock Is the Better Buy?
↗
March 07, 2026
Both stocks have been hit hard by competitive pressure, but one is showing financial strength.
Via
The Motley Fool
Nvidia Posts Earnings. Wall Street Says "That's It?"
↗
March 06, 2026
Nvidia has been the belle of the quarterly earnings ball for quite some time.
Via
The Motley Fool
Topics
Artificial Intelligence
The Trade Desk (NASDAQ:TTD): A Peter Lynch-Style GARP Investment
↗
March 06, 2026
Via
Chartmill
Get insights into the top movers in the S&P500 index of Thursday's pre-market session.
↗
March 05, 2026
Via
Chartmill
Looking for the most active stocks in the S&P500 index on Friday?
↗
March 06, 2026
Via
Chartmill
Prediction: The Trade Desk Will Be One of the Best-Performing Stocks of 2026
↗
March 06, 2026
The Trade Desk has sold off to deep value territory.
Via
The Motley Fool
The Trade Desk Stock Dropped 5% on a Guidance Miss: 2 Reasons It's a Buying Opportunity
↗
March 06, 2026
This beaten-down advertising stock has the potential to make a comeback in the long run.
Via
The Motley Fool
Topics
Artificial Intelligence
S&P Futures Slip as Bond Yields Climb After Jump in Oil, Key U.S. Jobs Report in Focus
March 06, 2026
March S&P 500 E-Mini futures (ESH26) are trending down -0.53% this morning as Treasury yields continued to rise after another surge in oil prices stoked concerns that the Middle East conflict would...
Via
Barchart.com
Topics
Artificial Intelligence
Economy
Stocks
TTD Stock Keeps Retail Hooked After Best Day In 10 Months: Analysts See Big Upside Amid OpenAI Ad Deal Buzz
↗
March 06, 2026
Retail traders await commentary from CEO Jeff Green, who said he would explain the rationale behind his purchase of $148 million Trade Desk stock on Friday.
Via
Stocktwits
Topics
Artificial Intelligence
Oil Surges 4%, Reviving Inflation Fears That Sent Wall Street Sliding
↗
March 06, 2026
Via
Chartmill
Topics
Economy
Jeff Green Loads Up on The Trade Desk's Beaten-Down Stock. Should You Buy, Too?
↗
March 05, 2026
Jeff Green's huge insider purchase matters. But investors still need to ask whether The Trade Desk's business can reaccelerate enough to justify the stock's valuation.
Via
The Motley Fool
Topics
Artificial Intelligence
Stock Market Today, Mar. 5: Oil Surge and AI Export Fears Drag Down Major Indexes
↗
March 05, 2026
Today, March 5, 2026, chipmakers slid as fresh AI export scrutiny collided with oil-fueled inflation worries across U.S. stocks.
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Energy
Stock Market Today, March 5: The Trade Desk Soars on Reports of OpenAI Ad Sales Talks and Insider Buying
↗
March 05, 2026
OpenAI ad-sales talks and a major insider buy are reshaping how investors view this digital ad platform, today, March 5, 2026.
Via
The Motley Fool
Topics
Artificial Intelligence
Stocks
The Trade Desk Just Jumped 18%. Is It a Buy?
↗
March 05, 2026
Investors cheered news of a possible partnership with OpenAI.
Via
The Motley Fool
Topics
Artificial Intelligence
Why Shares of The Trade Desk Dropped 21.5% In February
↗
March 05, 2026
The advertising technology company is slowing its revenue growth at an inopportune time.
Via
The Motley Fool
Topics
Artificial Intelligence
Explore the top gainers and losers within the S&P500 index in today's session.
↗
March 05, 2026
Via
Chartmill
Curious about the most active S&P500 stocks in today's session?
↗
March 05, 2026
Via
Chartmill
How Do Investors Really Feel About The Trade Desk Inc?
↗
March 05, 2026
Via
Benzinga
The Trade Desk Stock Is Challenging Its 50-Day Moving Average on OpenAI Talks. Should You Chase TTD Here?
March 05, 2026
Trade Desk stock is rallying on a new ad partnership with OpenAI. Here’s why the TTD shares selloff this year is overdone.
Via
Barchart.com
Topics
Artificial Intelligence
Curious about which S&P500 stocks are generating unusual volume on Thursday? Find out below.
↗
March 05, 2026
Via
Chartmill
What's going on in today's session: S&P500 movers
↗
March 05, 2026
Via
Chartmill
Trade Desk Stock Rockets As CEO Goes All‑In, OpenAI Hype Builds
↗
March 05, 2026
The Trade Desk ripped higher after a huge insider buy from the CEO and headlines about a potential ad‑partnership with OpenAI.
Via
Benzinga
Why Is The Trade Desk (TTD) Stock Rocketing Higher Today
March 05, 2026
What Happened? Shares of digital advertising platform The Trade Desk (NASDAQ:TTD) jumped 17.3% in the morning session after a massive show of confidence from...
Via
StockStory
Topics
Artificial Intelligence
Why The Trade Desk Stock Skyrocketed on Thursday
↗
March 05, 2026
The programmatic advertising specialist had a double dose of good news.
Via
The Motley Fool
Topics
Artificial Intelligence
Thursday's session: gap up and gap down stock in the S&P500 index
↗
March 05, 2026
Via
Chartmill
There are notable gap-ups and gap-downs in today's session.
↗
March 05, 2026
Via
Chartmill
TTD Stock Jumps 15% Premarket: CEO Makes Record $150M Insider Bet, Retail Bets On OpenAI-Fueled Surge
↗
March 05, 2026
CEO Jeffrey Terry Green bought 6 million shares earlier this week after the stock had been sliding steadily for the past six months.
Via
Stocktwits
ZETA Stock Dips: OpenAI-Trade Desk Deal Buzz Rattles Retail Bulls
↗
March 05, 2026
Stocktwits sentiment for ZETA dropped from ‘extremely bullish’ to ‘bearish’ in 24 hours, with some traders warning that OpenAI choosing TTD “tells a lot.”
Via
Stocktwits
Topics
Artificial Intelligence
2 Growth Stocks to Add to Your Roster and 1 We Question
March 04, 2026
Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived thr...
Via
StockStory
Topics
Bonds
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