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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
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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
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
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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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
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
Bond Fund Seminar
RSVP-Signup Form
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SAP SE ADS
(NY:
SAP
)
236.81
-6.10 (-2.51%)
Streaming Delayed Price
Updated: 3:15 PM EST, Jan 2, 2026
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SAP Unleashes Business Data Cloud With Smarter AI Insights: Details
↗
February 13, 2025
SAP SE (NYSE: SAP) has launched the SAP Business Data Cloud, consolidating data from SAP and external sources to help organizations make informed decisions and advance AI technologies.
Via
Benzinga
Topics
Artificial Intelligence
Earnings Scheduled For February 6, 2025
↗
February 06, 2025
Via
Benzinga
Mitesco Reports on Business Developments in Its Centcore Data Center Services Unit
February 05, 2025
Search for the latest press releases from publicly traded companies, private corporations, non-profits and other public sector organizations.
Via
NewMediaWire
Topics
Artificial Intelligence
Mitesco Reports on Business Developments in Its Centcore Data Center Services Unit
February 05, 2025
VERO BEACH, FL - February 5, 2025 (NEWMEDIAWIRE) - Mitesco, Inc. (OTC:MITI, “the Company”, www.mitescoinc.com ) announced several new business relationships that represent the progress it has made...
Via
TheNewswire.com
Topics
Artificial Intelligence
AMD, Alphabet, Snap, Chipotle, And Tesla: Why These 5 Stocks Are On Investors' Radars Today
↗
February 04, 2025
On Tuesday, Feb. 4, 2025, AMD, GOOG, SAP, CMG, TSLA were seen trending among investors.
Via
Benzinga
SAP Stock: A Deep Dive Into Analyst Perspectives (5 Ratings)
↗
January 30, 2025
Via
Benzinga
(SAP) - Analyzing SAP's Short Interest
↗
December 10, 2024
Via
Benzinga
DeepSeek AI Is 'Good News' For Enterprise Software, Says SAP CEO
↗
January 28, 2025
DeepSeek's AI technology, which roiled the tech market this week, is 'good news' for enterprise software companies like SAP, its CEO said.
Via
Investor's Business Daily
Topics
Artificial Intelligence
SAP Q4 Earnings: Revenue Beats Estimates, Cloud Backlog Grows 32%, CEO Projects Accelerated Revenue Through 2027
↗
January 28, 2025
SAP stock declined after reporting Q4 results, with adjusted EPS of $1.49 and revenue of $10B, beating analyst expectations. Cloud revenue was up 27%.
Via
Benzinga
Global Recognition Awards Appoints Prajkta Waditwar as Judge
January 28, 2025
Via
Press Release Distribution Service
Topics
Artificial Intelligence
Economy
SAP’s Strong Momentum: A Bullish Setup for Investors
January 21, 2025
With just three weeks gone of the new year, 2025 is already shaping up to be another banner year for SAP. Let's jump in and take a look.
Via
MarketBeat
The Autonomous Revolution Has Arrived: 2 Businesses Reshaping the $15.7 Trillion Market for Artificial Intelligence (AI)
↗
January 18, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings Scheduled For January 28, 2025
↗
January 28, 2025
Via
Benzinga
Quantum Computing Further Out In The 'AI Decade,' John Chambers Says
↗
January 16, 2025
The ex-Cisco chief is bullish on quantum computing long term.
Via
Investor's Business Daily
Foresight Practitioner Conference 2025 – Dates, Venue, Speakers, And Competition Finalists Announced
January 14, 2025
MEDFORD, Mass. - Jan. 14, 2025 - PRLog -- The Foresight Practitioner Conference (FPC), hosted by the International Institute of Forecasters (IIF), will be held March 3-4, 2025 at the University of...
Via
PRLog
SAP CEO Sees Huge Quantum Computing Impact In 3 To 4 Years
↗
January 14, 2025
The debate over quantum computing raged for a second week as SAP's CEO argued that the technology can have an impact in three to four years.
Via
Investor's Business Daily
2 Agentic Artificial Intelligence (AI) Stocks to Consider Buying
↗
January 08, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
How ServiceNow CEO McDermott Aims To Win The AI Race For Enterprises
↗
January 08, 2025
ServiceNow stock has gained 345% since Bill McDermott took over as CEO. In IBD interview, he talks about the software maker's AI growth strategy.
Via
Investor's Business Daily
Topics
Artificial Intelligence
SNP expands partnership with SAP
January 06, 2025
SNP SE, a leading software provider for digital transformation, automated data migration, and data management in SAP environments, is expanding its long-standing partnership with SAP, the global leader...
Via
PR Leap
MarketBeat Week in Review – 12/30 - 1/03
January 04, 2025
Markets rallied to end the week but there was no Santa Claus rally this year; however analysts remain optimistic about the outlook for stocks in 2025
Via
MarketBeat
Microsoft vs. Amazon: Which Cloud-Computing Stock Will Outperform in 2025?
↗
January 03, 2025
Via
The Motley Fool
SAP: AI Tailwinds Accelerating Enterprise Cloud Business
January 01, 2025
Global enterprise software giant SAP SE (NYSE: SAP) has been scratching at all-time highs as its business gets lifted by artificial intelligence (AI) tailwinds.
Via
MarketBeat
Topics
Artificial Intelligence
2024 1099 Electronic Filing Software for Accountants and CPAs Released by Real Business Solutions
December 27, 2024
2024 1099 Electronic Filing Software for Accountants and CPAs Released by Real Business Solutions
Via
News Direct
Palantir Nearly 3X More Expensive Than Industry Average: PLTR Stock Zooms Over 395% Amid Overbought Conditions
↗
December 27, 2024
Despite Palantir Technologies' strong performance in 2024, concerns about the stock's lofty valuation are growing.
Via
Benzinga
Cart.com Partners With Greenwing Technology to Revolutionize E-Procurement for Institutional Buyers
December 26, 2024
Via
Get News
Topics
Supply Chain
Bhagyashree Deokar Appointed as Judge for the 2024 Global Recognition Awards
December 20, 2024
Via
Press Release Distribution Service
Topics
Artificial Intelligence
Intellectual Property
Two Trades To Watch: DAX, FTSE Forecast - Tuesday, Dec. 10
↗
December 10, 2024
DAX falls as inflation rises & SAP drops. FTSE falls after disappointing China trade data.
Via
Talk Markets
Topics
Economy
Stocks / Equities
Nijatech: Trusted ERP Consultant for Manufacturing and Pharmaceutical Businesses
December 09, 2024
Via
Get News
Top Analyst Reports For Home Depot, Johnson & Johnson & Salesforce
↗
December 05, 2024
Today's Research Daily features new research reports on 16 major stocks, including The Home Depot, Inc., Johnson & Johnson, and Salesforce, Inc., as well as two micro-cap stocks, Preformed Line...
Via
Talk Markets
Topics
Stocks / Equities
Caleres (CAL) Stock Trades Down, Here Is Why
December 05, 2024
Shares of footwear company Caleres (NYSE:CAL) fell 19.5% in the morning session after the company reported weak third-quarter financial results. Its revenue and EPS missed Wall Street's estimates. The...
Via
StockStory
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