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home
about us
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Team Biographies
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
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Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
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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
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Back Dated Performance Reports
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EVENTS
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Event Schedule
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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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Salesforce
(NY:
CRM
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196.21
-5.16 (-2.56%)
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Updated: 7:00 PM EDT, Aug 14, 2026
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CRM Q1 Deep Dive: AI-Led Product Adoption and Platform Expansion Drive Results
May 28, 2026
CRM software giant Salesforce (NYSE:CRM) reported Q1 CY2026 results topping the market’s revenue expectations, with sales up 13.3% year on year to $11.13 bil...
Via
StockStory
Topics
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How Salesforce Pardot Services Streamline Lead Nurturing and Sales Alignment
↗
May 28, 2026
The businesses need more than just lead generation strategies to achieve sustainable growth. Companies must focus on nurturing leads effectively while main
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2 Cash-Producing Stocks Worth Your Attention and 1 We Avoid
May 28, 2026
Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it eff...
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Why Businesses Need a Salesforce Customization Company for Scalable CRM Solutions
↗
May 27, 2026
IntroductionIn today’s competitive business environment, companies need advanced customer relationship management solutions that align perfectly with their
Via
Talk Markets
Salesforce Inc (NYSE:CRM) Delivers Record First Quarter, But Guidance Fails to Impress
↗
May 27, 2026
Via
Chartmill
Snowflake, Nebius, Salesforce, Marvell Technology, And Astrotech Corp: Why These 5 Stocks Are On Investors' Radars Today
↗
May 27, 2026
Major U.S. indices closed higher on Wednesday, with the Dow Jones Industrial Average gaining 0.36% to 50,644.28.
Via
Benzinga
Topics
Stocks
Salesforce Q1 Earnings Call Highlights
↗
May 27, 2026
Salesforce (NYSE:CRM) reported what executives described as an “outstanding” fiscal 2027 first quarter, highlighting double-digit revenue growth, margin expansion, strong cash flow and accelerating...
Via
MarketBeat
Topics
Artificial Intelligence
Earnings
Salesforce Tops Estimates In Q1, Shares Wobble On Soft Revenue Outlook
↗
May 27, 2026
Salesforce (NYSE:CRM) reports financial results for the first quarter of fiscal 2027 after the closing bell on Wednesday.
Via
Benzinga
Salesforce Earnings, Revenue Beat. Software Stock Falls On Guidance.
↗
May 27, 2026
Salesforce stock fell on disappointing guidance while Q1 earnings and revenue beat estimates as artificial intelligence products gained traction.
Via
Investor's Business Daily
Topics
Artificial Intelligence
Salesforce’s (NYSE:CRM) Q1 CY2026 Sales Beat Estimates
May 27, 2026
CRM software giant Salesforce (NYSE:CRM) announced better-than-expected revenue in Q1 CY2026, with sales up 13.3% year on year to $11.13 billion. The company...
Via
StockStory
Topics
Earnings
Salesforce Delivers Record First Quarter Fiscal 2027 Results
May 27, 2026
From
Salesforce, Inc.
Via
Business Wire
Top dow jones movers in Wednesday's session
↗
May 27, 2026
Via
Chartmill
AI Earnings Test: Salesforce, Snowflake, Marvell, HP Report After The Bell
↗
May 27, 2026
Wall Street checks AI demand with CRM, SNOW, MRVL, HPQ earnings reports after Wednesday's closing bell.
Via
Benzinga
Topics
Artificial Intelligence
Why Businesses Are Migrating from MS Dynamics to Salesforce for Improved Customer Management
↗
May 27, 2026
VALiNTRY360 has guided hundreds of businesses through one of the most impactful decisions a company can make: leaving behind a CRM that no longer serves th
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Talk Markets
Top 7 Finance and Analytics Courses to Build Strategic Business Decision-Making Skills in 2026
May 27, 2026
Via
GlobePRwire
Topics
Artificial Intelligence
How Can You Pass AWS and Salesforce Certification Exams Successfully?
↗
May 27, 2026
Passing AWS and Salesforce certification exams requires more than reading a few notes or watching random videos. You need a clear study plan, the right pra
Via
Talk Markets
Top Wall Street Forecasters Revamp Salesforce Expectations Ahead Of Q1 Earnings
↗
May 27, 2026
Salesforce (NYSE: CRM) will release Q1 earnings on May 27. Analysts expect $3.12 EPS and $11.05B revenue. Recent quarters showed revenue beats. Stock closed at $179.08. Analysts maintain neutral...
Via
Benzinga
Why Choosing the Right Salesforce Implementation Partner Drives Business Success
↗
May 27, 2026
IntroductionIn today’s competitive digital landscape, businesses need powerful CRM solutions to manage customer relationships, streamline operations, and i
Via
Talk Markets
Top Benefits of Hiring a Salesforce Customization Company for Business Growth
↗
May 26, 2026
IntroductionBusinesses today need flexible and intelligent CRM platforms to manage customer relationships, improve productivity, and support long term grow
Via
Talk Markets
Stay informed with the top movers within the dow jones index on Tuesday.
↗
May 26, 2026
Via
Chartmill
Salesforce Q1 Preview: Stock Near Three-Year Lows, Expert Sees Shares Going Even Lower After Earnings
↗
May 26, 2026
Salesforce stock trades lower in 2026 with software stocks hit hard by AI replacement fears. Here's why experts are cautious about Q1 results.
Via
Benzinga
Topics
Artificial Intelligence
Exploring the top movers within the dow jones index during today's session.
↗
May 26, 2026
Via
Chartmill
AI Stocks: SpaceX, OpenAI IPO Buzz Fuel Next Leg Of Rally. Salesforce, Snowflake Earnings Due.
↗
May 26, 2026
AI stocks rally amid SpaceX, OpenAI IPO buzz as investors eye surging demand for compute capacity and monetization.
Via
Investor's Business Daily
Topics
Artificial Intelligence
Initial Public Offering
The Complete Guide to Salesforce Implementation Services for Growing Businesses
↗
May 26, 2026
IntroductionModern businesses need powerful customer relationship management solutions to stay competitive, improve customer engagement, and streamline dai
Via
Talk Markets
3 Blue Chip Dividend Stocks to Buy in June as the Dow Jones Industrial Average Turns 130
↗
May 26, 2026
The Dow is no longer dominated by industrial, energy, manufacturing, and consumer goods companies.
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Stocks
How AI-Powered Salesforce Contact Center Solutions Increase Efficiency
↗
May 26, 2026
Customer service plays a major role in shaping business success, customer satisfaction, and long-term brand loyalty. Businesses across industries are facin
Via
Talk Markets
Topics
Artificial Intelligence
How Salesforce Customization Services Improve Business Efficiency and Growth
↗
May 26, 2026
IntroductionIn today’s competitive digital landscape, businesses need CRM systems that go beyond basic functionality. Salesforce is one of the most powerfu
Via
Talk Markets
Salesforce (CRM) Reports Earnings Tomorrow: What To Expect
May 25, 2026
CRM software giant Salesforce (NYSE:CRM) will be reporting earnings this Wednesday after market hours. Here’s what to look for. Salesforce met analysts’ reve...
Via
StockStory
Topics
Artificial Intelligence
Salesforce Stock Bullish Ahead Of Earnings Despite SaaSpocalypse Fears
↗
May 24, 2026
Salesforce stock has formed bullish chart patterns ahead of its earnings despite ongoing SaaSpocalypse fears.
Via
Benzinga
Bridgewater Associates Is Trading the Software Apocalypse as It Sells Workday, Salesforce, Other Key SaaS Stocks
May 23, 2026
Bridgewater’s massive exit from top SaaS stocks is fueling fears that AI could upend the traditional software business model and reshape the next era of tech investing.
Via
Barchart.com
Topics
Artificial Intelligence
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