Menu
home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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
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 Buy Currently
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
Sample Portfolio
Sample Portfolio Analysis
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 sm Program
Services, Fees and Compensation
Account Requirements
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
Municipal Bond Presentation
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
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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
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
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
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
Recent Quotes
View Full List
My Watchlist
Create Watchlist
Indicators
DJI
Nasdaq Composite
SPX
Gold
Crude+Oil
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries
C3.ai, Inc.
(NY:
AI
)
8.835
+0.085 (+0.97%)
Streaming Delayed Price
Updated: 2:35 PM EDT, May 19, 2026
Add to My Watchlist
Quote
Overview
Detailed Quote
Charting
Historical Prices
News
Press Releases
Research
Quarterly Reports
Insider Filings
Other Filings
All News about C3.ai, Inc.
< Previous
1
2
...
9
10
11
12
13
14
15
16
17
...
88
89
Next >
C3.ai Stock Collapsed by 33% Over the Past Month. Should Investors Buy the Dip?
↗
September 08, 2025
C3.ai is navigating a series of disruptions that could lead to a prolonged period of uncertainty.
Via
The Motley Fool
Topics
Artificial Intelligence
Why C3.ai Plunged in August
↗
September 06, 2025
The AI software company sank on the back of reduced guidance and the replacement of its CEO.
Via
The Motley Fool
Topics
Artificial Intelligence
INVESTOR ALERT: Pomerantz Law Firm Reminds Investors with Losses on their Investment in C3.ai, Inc. of Class Action Lawsuit and Upcoming Deadlines - AI
September 06, 2025
From
Pomerantz LLP
Via
GlobeNewswire
Benzinga Bulls And Bears: Alphabet, Broadcom, Lululemon — And Gold Rush Continues
↗
September 06, 2025
Benzinga examined the prospects for many investors' favorite stocks over the last week — here's a look at some of our top stories.
Via
Benzinga
Deadline to Lead in Securities Fraud Lawsuit Against C3.ai, Inc. (AI) is October 21, 2025 - Contact Kaplan Fox
September 06, 2025
Via
TheNewswire.com
Topics
Fraud
Lawsuit
Deadline to Lead in Securities Fraud Lawsuit Against C3.ai, Inc. (AI) is October 21, 2025 - Contact Kaplan Fox
September 06, 2025
Via
NewMediaWire
Topics
Fraud
Lawsuit
Securities Fraud Investigation Into C3.ai, Inc. (AI) Announced – Investors Who Lost Money Urged To Contact The Law Offices of Frank R. Cruz
September 05, 2025
From
Law Offices of Frank R. Cruz
Via
Business Wire
10 Information Technology Stocks Whale Activity In Today's Session
↗
September 05, 2025
Via
Benzinga
Kaplan Fox Alerts Investors to a Securities Class Action Against C3.ai, Inc. (AI) - Deadline is October 21, 2025
September 05, 2025
Search for the latest press releases from publicly traded companies, private corporations, non-profits and other public sector organizations.
Via
NewMediaWire
Topics
Lawsuit
Kaplan Fox Alerts Investors to a Securities Class Action Against C3.ai, Inc. (AI) - Deadline is October 21, 2025
September 05, 2025
Via
TheNewswire.com
Topics
Lawsuit
Levi & Korsinsky Notifies C3.ai, Inc. Investors of a Class Action Lawsuit and Upcoming Deadline - AI
September 05, 2025
Via
TheNewswire.com
Topics
Artificial Intelligence
Fraud
Lawsuit
Levi & Korsinsky Notifies C3.ai, Inc. Investors of a Class Action Lawsuit and Upcoming Deadline - AI
September 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
Fraud
Lawsuit
Why You Should Avoid This Troubled AI Stock
↗
September 05, 2025
Sales are plunging for C3.ai, and losses are growing.
Via
The Motley Fool
Topics
Artificial Intelligence
Market Monitor News September 5 BMO - Salesforce Sinks, Amazon Soars, and a Softer Job Market Fuels Rate-Cut Hopes
↗
September 05, 2025
U.S. stocks climbed to new heights Thursday as a weaker-than-expected job report boosted hopes for rate cuts. Amazon surged, while Salesforce took a hit after offering cautious guidance. Political...
Via
Chartmill
Topics
Economy
1 Software Stock Worth Your Attention and 2 We Find Risky
September 05, 2025
Software is eating the world, and virtually no business is left untouched by it. The undeniable tailwinds fueling SaaS companies have led to lofty valuation multiples historically, but rich prices also...
Via
StockStory
Topics
Artificial Intelligence
Stocks
The Great Balancing Act: How Global Trade, Monetary Policy, and Tech Innovation are Shaping Today's Stock Market
September 04, 2025
Late 2025 finds the global stock market in a fascinating and often contradictory state, navigating a complex web of interconnected forces. On one side, the formidable thrust of artificial intelligence...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
These Analysts Slash Their Forecasts On C3.ai Following Q1 Results
↗
September 04, 2025
Via
Benzinga
Why C3.ai Stock Dropped on Wednesday
↗
September 04, 2025
C3.ai just switched CEOs. Will that be enough to fix the company?
Via
The Motley Fool
Topics
Artificial Intelligence
C3.ai Stock Falls As Analysts Flag Sharp Sales Decline And Wider Losses
↗
September 04, 2025
C3.ai (NYSE: AI) stock dropped after Q1 results and CEO transition. Citizens JMP Securities kept Outperform, Needham maintained Hold.
Via
Benzinga
C3.ai (AI) Stock Trades Down, Here Is Why
September 04, 2025
Shares of enterprise AI software company C3.ai (NYSE:AI) fell 3.6% in the morning session after the company reported disappointing second-quarter financial results and issued weak guidance for the...
Via
StockStory
Topics
Artificial Intelligence
Economy
Initial Public Offering
McDonald's To Rally Around 14%? Here Are 10 Top Analyst Forecasts For Thursday
↗
September 04, 2025
Via
Benzinga
C3.ai Reports 19% Revenue Fall in Q1
↗
September 04, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
C3.AI Stock Is Tumbling Thursday: What's Going On?
↗
September 04, 2025
C3.Ai Inc (NYSE:AI) shares are falling Thursday after the company reported first-quarter financial results that fell short of analyst expectations. Multiple analysts also lowered price targets...
Via
Benzinga
C3.ai Revenue Falls 19 Percent in Q1
↗
September 04, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Initial Public Offering
AI Q2 Deep Dive: C3.ai Resets Strategy After Leadership Change and Sales Execution Setbacks
September 04, 2025
Enterprise AI software company C3.ai (NYSE:AI) missed Wall Street’s revenue expectations in Q2 CY2025, with sales falling 19.4% year on year to $70.26 million. Next quarter’s revenue guidance of $76...
Via
StockStory
Topics
Artificial Intelligence
C3.ai, Inc. Class Action: Levi & Korsinsky Reminds C3.ai Investors of the Pending Class Action Lawsuit With a Lead Plaintiff Deadline of October 21, 2025 - AI
September 04, 2025
Via
TheNewswire.com
Topics
Artificial Intelligence
Fraud
Lawsuit
C3.ai, Inc. Class Action: Levi & Korsinsky Reminds C3.ai Investors of the Pending Class Action Lawsuit With a Lead Plaintiff Deadline of October 21, 2025 - AI
September 04, 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
Fraud
Lawsuit
C3.ai Posts Downbeat Results, Joins GitLab, Salesforce And Other Big Stocks Moving Lower In Thursday's Pre-Market Session
↗
September 04, 2025
Via
Benzinga
Generative AI Dominance Continues as Global Chatbot Market Size Projected to Reach $15.5 Billion By 2028
September 04, 2025
EQNX::TICKER_START (OTCQB:XBOTF),(TSXV:XBOT),(NYSE:PATH),(NASDAQ:SOUN),(NYSE:AI),(NASDAQ:APLD) EQNX::TICKER_END
Via
FinancialNewsMedia
Topics
Artificial Intelligence
12 Information Technology Stocks Moving In Thursday's Pre-Market Session
↗
September 04, 2025
Via
Benzinga
< Previous
1
2
...
9
10
11
12
13
14
15
16
17
...
88
89
Next >
Stock Quote API & Stock News API supplied by
www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the
Privacy Policy
and
Terms Of Service
.
© 2025 FinancialContent. All rights reserved.