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Brochure Supplement Amit Stavinsky
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Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
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Tamar Advisors
Own Your Practice
Letter to Clients
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contact us
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Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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Back Dated Performance Reports
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Back Dated Performance Reports
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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
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Fees & Compensation
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Financial Planning
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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
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Market Value Securities (MVS sm) Presentation
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Investing During Uncertain Times
Read FULL Seminar Here
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Salesforce
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ServiceNow’s $7.7 Billion Armis Bet: A High-Stakes Leap into the Heart of Cybersecurity
January 27, 2026
In a move that signals a tectonic shift in the enterprise software landscape, ServiceNow (NYSE: NOW) has announced its definitive agreement to acquire Armis, a leader in cyber exposure management, for...
Via
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The Great AI Pivot: From Massive Build-Out to the Era of Operational ROI
January 27, 2026
As of January 27, 2026, the global financial markets are witnessing a profound transformation in the artificial intelligence narrative. While 2023 and 2024 were defined by a "land grab" for...
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Microsoft Faces AI ‘Moment of Truth’ as Earnings Loom Amid Shifting Magnificent 7 Tides
January 27, 2026
As the tech world braces for Microsoft’s (NASDAQ: MSFT) Q2 fiscal year 2026 earnings report scheduled for tomorrow, January 28, the company finds itself at a pivotal crossroads. Once the undisputed...
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Why Did CRM Stock Rise Over 1% After Hours?
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January 26, 2026
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The Agentic Frontier: A Deep Dive into Salesforce’s (CRM) 2026 Strategic Evolution
January 27, 2026
As of January 27, 2026, Salesforce (NYSE: CRM) finds itself at a pivotal crossroads. Once the disruptor that pioneered the Software-as-a-Service (SaaS) movement at the turn of the millennium, the...
Via
Finterra
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The Engine of the Intelligence Age: A Deep-Dive into Microsoft’s AI Foundry and Quantum Leap (MSFT)
January 27, 2026
As of January 27, 2026, Microsoft Corporation (NASDAQ: MSFT) stands not merely as a software giant, but as the foundational utility for the burgeoning intelligence economy. On the eve of its fiscal...
Via
Finterra
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Artificial Intelligence
Earnings
Economy
Zoom’s Strategic Pivot: AI Defense Contracts and the Q4 Earnings Beat Analysis
January 27, 2026
As of January 27, 2026, Zoom Video Communications (NASDAQ:ZM) has defyed the "post-pandemic slump" narrative that once haunted its stock. Once dismissed as a temporary beneficiary of the 2020...
Via
Finterra
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Earnings
Initial Public Offering
Salesforce Lands Massive US Army Contract To Drive Military Modernization
↗
January 27, 2026
Salesforce (NYSE: CRM) secures $5.6B contract from U.S. Army to modernize systems and improve efficiency. Stock gains premarket.
Via
Benzinga
U.S. Army Awards Salesforce $5.6B Contract to Accelerate Military Modernization and Department of War Readiness
January 26, 2026
From
Salesforce
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Business Wire
The Great Autonomy: How Agentic AI Transformed from Chatbots to Coworkers in 2026
January 26, 2026
The era of "prompt-and-wait" is over. As of January 2026, the artificial intelligence landscape has undergone its most profound transformation since the release of ChatGPT, moving away from reactive...
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Generali Loads Up 5,000 MELI Shares Worth $10.6 Million
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January 26, 2026
MercadoLibre operates a leading e-commerce and fintech platform serving merchants and consumers across Latin America.
Via
The Motley Fool
This ETF Could Be a Great Contrarian Artificial Intelligence (AI) Buy Right Now
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January 24, 2026
AI has weighed on this sector, but it could be a major growth catalyst.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Better Agentic AI Stock: SoundHound AI vs. Salesforce
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January 24, 2026
SoundHound and Salesforce are betting big on agentic AI.
Via
The Motley Fool
Topics
Artificial Intelligence
Dow 40,000: How the May 2024 Milestone Redefined the Narrative of American Economic Resilience
January 23, 2026
In May 2024, the financial world witnessed a historic realignment of market expectations as the Dow Jones Industrial Average (DJI) breached the 40,000-point threshold for the first time in its 128-year...
Via
MarketMinute
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Artificial Intelligence
Bonds
Economy
The Enterprise Intelligence Engine: A Deep Dive into ServiceNow’s AI Ascendance
January 23, 2026
Date: January 23, 2026 Introduction As the global economy navigates the "Era of Agents," few companies have positioned themselves as centrally as ServiceNow (NYSE: NOW). Once viewed primarily as a tool...
Via
Finterra
Topics
Artificial Intelligence
Economy
The Great Broadening: Why Early 2026 is Redefining the Market’s Winning Ticket
January 22, 2026
As the first month of 2026 draws to a close, the narrative that dominated Wall Street for the better part of three years—the undisputed reign of mega-cap technology—is rapidly fracturing. In its place,...
Via
MarketMinute
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Economy
Have $10,000? These 3 Stocks Could Be Bargain Buys for 2026 and Beyond.
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January 22, 2026
There are still solid bargains to be found in the tech sector.
Via
The Motley Fool
Topics
Artificial Intelligence
Salesforce Stock Boost: What's Really Happening?
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January 22, 2026
Salesforce Inc (NYSE:CRM) shares are trading higher on Thursday, lifted by a broad market rally.
Via
Benzinga
How Buying Strategy (MSTR) Stock Today Could 10x Your Net Worth
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January 22, 2026
The world's largest Bitcoin hoarder could have a bright future.
Via
The Motley Fool
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ETFs
Yelp Bets Big on AI with $270 Million Acquisition of Lead Management Leader Hatch
January 22, 2026
In a move that signals a decisive shift from a discovery-focused directory to a comprehensive software-as-a-service (SaaS) powerhouse, Yelp Inc. (NYSE: YELP) announced yesterday, January 21, 2026, that...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
3 S&P 500 Stocks We Think Twice About
January 21, 2026
The S&P 500 (^GSPC) is often seen as a benchmark for strong businesses, but that doesn’t mean every stock is worth owning. Some companies face significant challenges, whether it’s stagnating growth,...
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StockStory
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Stocks
These S&P500 stocks are moving in today's after hours session
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January 21, 2026
Via
Chartmill
Steady Inflation: December CPI Holds Firm, Forcing the Fed's Hand in 2026
January 21, 2026
As the United States economy navigates the complex aftermath of a historic 43-day federal government shutdown and a shifting political landscape, the release of the December 2025 Consumer Price Index...
Via
MarketMinute
Topics
Artificial Intelligence
Credit Cards
ETFs
Salesforce Earnings Preview: What to Expect
January 21, 2026
Salesforce is gearing up to release its fourth-quarter results soon, and analysts are expecting a single-digit decline in earnings.
Via
Barchart.com
Topics
ETFs
From Intuit To Adobe To Salesforce, SaaS Stocks Stumble As AI Fears Trigger Selloff — Retail Eyes Selective Bets
↗
January 19, 2026
Shares Expanded Tech-Software Sector ETF (IGV) fell 6.4% last week.
Via
Stocktwits
Topics
Artificial Intelligence
ETFs
The $2.5 Trillion Tipping Point: How the 2026 AI Investment Wave is Rewiring the Global Economy
January 19, 2026
The first weeks of 2026 have ushered in a staggering financial milestone that few predicted even two years ago. Cumulative global investment in artificial intelligence has officially crossed the $2.5...
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
How Is The Market Feeling About Salesforce Inc?
↗
January 19, 2026
Via
Benzinga
Anthropic Unveils ‘Claude Cowork’: The First Truly Autonomous Digital Colleague
January 19, 2026
On January 12, 2026, Anthropic fundamentally redefined the relationship between humans and artificial intelligence with the unveiling of Claude Cowork. Moving beyond the conversational paradigm of...
Via
TokenRing AI
Topics
Artificial Intelligence
The Universal Language of Intelligence: How the Model Context Protocol (MCP) Unified the Global AI Agent Ecosystem
January 19, 2026
As of January 2026, the artificial intelligence industry has reached a watershed moment. The "walled gardens" that once defined the early 2020s—where data stayed trapped in specific platforms and...
Via
TokenRing AI
Topics
Artificial Intelligence
$100 Invested In Salesforce 20 Years Ago Would Be Worth This Much Today
↗
January 19, 2026
Via
Benzinga
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