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home
about us
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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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TAF sm Program
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Back Dated Performance Reports
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TAV Program
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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
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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
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RSVP-Signup Form
MARKET RESEARCH
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Salesforce
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UiPath (PATH) Q4 Earnings: The Dawn of the Agentic Enterprise and the Shift to Autonomous AI
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Nasdaq, S&P 500 Futures Hold Steady Ahead Of Inflation Data, Energy Risks Loom: Why ORCL, NIO, CRM, PATH Are On Traders' Radar Today
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March 11, 2026
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Salesforce Said To Be Planning $25B Bond Sale To Fund Buyback — And It’s Still Among The Least Leveraged In Software
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March 11, 2026
Bloomberg reported that CRM plans to use proceeds from the bond issue to fund its $50 billion stock buyback.
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Why Salesforce Field Service Management Is Essential for Modern Service Teams
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March 10, 2026
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Salesforce vs. ServiceNow: Which AI Stock Is a Better Buy?
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March 10, 2026
While both of these software leaders' stocks have been beaten down, one company has much better growth prospects than the other -- and its stock looks like a better buy, too.
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Nvidia's About to Go All-In on AI Agents
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March 10, 2026
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Dow Jones Stages Historic 1,125-Point Volatility Reversal to Reclaim 47,740 Threshold
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1 Number From Salesforce's Earnings That Changes the AI Narrative
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March 10, 2026
One number from Salesforce's earnings suggests that the company may be adapting to the AI shift faster than expected.
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The AI Litmus Test: Oracle Faces Crucial Earnings as Infrastructure Skepticism Mounts
March 10, 2026
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The Great Rotation: Why Wall Street Is Trading Silicon Valley Dreams for Main Street Reality in 2026
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The AI Reality Check: Why Investors Are Cooling on Big Tech’s Trillion-Dollar Bet
March 09, 2026
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The Great Rotation of 2026: Why the 'Underdog' Russell 2000 Value is Crushing Big Tech
March 09, 2026
As of March 9, 2026, the long-awaited "Great Rotation" in the financial markets has moved from a theoretical prediction to a dominant market reality. In a stunning reversal of a decade-long trend, the...
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MarketMinute
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March 09, 2026
The financial landscape on March 9, 2026, has reached a critical tipping point, marking one of the most aggressive sector rotations in modern market history. As technology-heavy indices struggle to...
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INTU Stock Leads Software Comeback With Best Week In 25 Years As Anthropic AI Fears Ease
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March 08, 2026
Shares of key software majors Oracle, Microsoft, and Salesforce also gained last week.
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Salesforce Stock Drops 25% — But Its AI Numbers Tell A Different Story
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March 08, 2026
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Salesforce: A Week After Earnings, the Market Has Spoken
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March 06, 2026
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Blue-Chip Resilience: Salesforce and IBM Outpace High-Growth Rivals as Market Pivot Prioritizes Profitability
March 06, 2026
NEW YORK — In a striking reversal of the "growth-at-all-costs" narrative that defined the previous decade, legacy technology giants Salesforce (NYSE: CRM) and IBM (NYSE: IBM) emerged as the primary...
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The Great Sector Rotation of 2026: Why Wall Street is Trading Silicon for Steel
March 06, 2026
As of March 6, 2026, a seismic shift has taken hold of the global financial markets, marking what analysts are calling the "Great Sector Rotation." For years, the market’s momentum was dictated by the...
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NVIDIA’s ‘AI Factory’ Vision Met with 14% Market Shudder as Investors Weigh ROI Against Record Earnings
March 06, 2026
Despite delivering a staggering "blowout" fourth-quarter earnings report that exceeded even the most bullish Wall Street forecasts, NVIDIA (NASDAQ: NVDA) has found itself navigating a period of intense...
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The Employment Freeze: Why the Fed is Bracing for a ‘Higher for Longer’ Spring
March 05, 2026
As of March 5, 2026, the United States labor market has entered a peculiar state of equilibrium that economists are calling a "low-hire, low-fire" freeze. With the Federal Reserve’s next interest rate...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Workforce
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