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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
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TAF sm Program
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Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
Services, Fees and Compensation
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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
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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Salesforce
(NY:
CRM
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150.19
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Updated: 7:00 PM EDT, Jun 25, 2026
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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
Salesforce Data Cloud Implementation for Unified Customer Data Management
↗
April 22, 2026
Via
Talk Markets
A Complete Guide to Hire Salesforce Experts for Business Growth
↗
April 21, 2026
Via
Talk Markets
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
"The Big Short's" Michael Burry Just Threw Cold Water on SaaS Armageddon. 3 Software Stocks He's Buying
↗
April 23, 2026
Burry is famous for betting against mortgage bonds during the Great Recession.
Via
The Motley Fool
Topics
Artificial Intelligence
Bonds
Credit Cards
Top gainers and losers in the S&P500 index during Wednesday's after-hours session.
↗
April 22, 2026
Via
Chartmill
Salesforce Advances AI Strategy With Google Cloud Partnership
↗
April 22, 2026
Salesforce and Google Cloud deepen collaboration to deploy AI agents across enterprise systems, boosting automation and efficiency.
Via
Benzinga
Topics
Artificial Intelligence
Saudi Arabia Tableau Services Market 2030: Size, Share, Growth Potential & Forecast Report
↗
April 22, 2026
Via
Talk Markets
Salesforce and Freshworks Shares Are Soaring, What You Need To Know
April 20, 2026
What Happened? A number of stocks jumped in the afternoon session after investors continued to buy the dip despite renewed geopolitical jitters as the U.S.-I...
Via
StockStory
Topics
Artificial Intelligence
Why Is Salesforce Stock Charging Higher On Monday?
↗
April 20, 2026
Salesforce Inc. (NYSE: CRM) stock climbs as CEO Marc Benioff touts Agentforce AI success and "Agenticware" results. Read the latest CRM analysis.
Via
Benzinga
Topics
Artificial Intelligence
Salesforce's Mark Benioff Counters 'Software Bears' With Agentforce's Impressive Performance: 'Opportunity Has Never Been Greater'
↗
April 20, 2026
Salesforce CEO Marc Benioff rejects "software bears" warning of a downturn, arguing the industry's future remains strong.
Via
Benzinga
The Nasdaq's Historic Rally Doesn't Mean the Risk Is Gone
↗
April 19, 2026
Via
MarketBeat
Software Stocks Finish Week Hot: Salesforce Jumps, IGV Soars Double Digits
↗
April 17, 2026
Software stocks are closing out a standout week, with the IGV surging more than 14% over the past five sessions.
Via
Benzinga
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