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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
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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
Sample Portfolio
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
Tax-Free Income Seminar
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RSVP-Signup Form
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Caterpillar
(NY:
CAT
)
646.89
-0.29 (-0.04%)
Official Closing Price
Updated: 7:00 PM EST, Jan 16, 2026
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CAT Q3 Deep Dive: Data Center Demand, Tariffs, and Backlog Drive Outlook
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October 29, 2025
Caterpillar revealed a new revenue stream that drove its share price sharply higher.
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Inflation Watch: A Dovish Fed Navigates Sticky Prices Amidst Economic Uncertainty
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Nvidia, Fiserv, Caterpillar, Bloom Energy, Seagate: Stocks Making The Biggest Moves Today
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Global Markets Soar on AI Hopes and Anticipated Fed Rate Cuts, But Caution Lingers
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Why Is Caterpillar (CAT) Stock Rocketing Higher Today
October 29, 2025
Shares of construction equipment company Caterpillar (NYSE:CAT) jumped 12.3% in the afternoon session after the company reported strong third-quarter 2025 results that beat Wall Street's expectations...
Via
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Forget Bulldozers — Caterpillar CEO Says AI Data Centers Are The New Power Move
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October 29, 2025
Caterpillar (CAT) CEO Joe Creed sees data centers as the next big market for generators and services due to...
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These S&P500 stocks are gapping in today's session
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Caterpillar's (CAT) Executive Chairman Sold Over 17,000 Shares for $8.7 Million
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October 29, 2025
Caterpillar's (CAT) Executive Chairman Sold Over 17,000 Shares for $8.7 Million
Via
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Caterpillar Posts Upbeat Q3 Results, Joins United Therapeutics, Centene, Fortive And Other Big Stocks Moving Higher On Wednesday
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October 29, 2025
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Federal Reserve Cuts Rates: A Pivotal Move Amidst Economic Crosscurrents
October 29, 2025
Washington D.C. – October 29, 2025 – In a highly anticipated move that has gripped financial markets, the Federal Reserve today announced a crucial 25-basis-point reduction in its benchmark interest...
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Which S&P500 stocks are moving before the opening bell on Wednesday?
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October 29, 2025
As the US market prepares to open on Wednesday, let's get an early glimpse into the pre-market session and identify the S&P500 stocks leading the pack in terms of gains and losses.
Via
Chartmill
Caterpillar CEO Says Team's Discipline Will Drive Growth Even With Higher Tariffs
↗
October 29, 2025
Caterpillar Inc. (NYSE: CAT) reports strong Q3 2025 results, beating analyst estimates with sales of $17.64B and adjusted EPS of $4.95.
Via
Benzinga
Caterpillar Inc (NYSE:CAT) Reports Q3 2025 Revenue Beat Amid Profitability Concerns
↗
October 29, 2025
Caterpillar Q3 2025 earnings show a strong revenue beat of $17.6B but reveal declining profitability, creating a mixed outlook for investors.
Via
Chartmill
Bloom Energy Stock Surges Nearly 17% In Wednesday Pre-Market: What's Going On?
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October 29, 2025
Shares of Bloom Energy Corp soared 18.68% in pre-market trading on Wednesday as third-quarter results surpassed analyst estimates.
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Benzinga
Caterpillar Reports Strong Q3 2025 Results
↗
October 29, 2025
Caterpillar reported Q3 2025 revenue of $17.6 billion and adjusted EPS of $4.95, topping expectations and signaling confidence in continued growth.
Via
Talk Markets
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