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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
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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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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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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
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
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Updated: 7:00 PM EDT, Jun 25, 2026
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The Agentic Shift: How Meta and Anthropic Fueled a High-Octane Rally Before the "SaaSocalypse" Market Reset
March 05, 2026
In the opening months of 2026, the technology sector witnessed a dramatic "tale of two tapes." Driven by monumental breakthroughs in autonomous "agentic" AI from Meta Platforms Inc. (NASDAQ: META) and...
Via
MarketMinute
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Alphabet’s $20 Billion ‘AI War Chest’ Ignites Bond Market as Demand Surges Past $100 Billion
March 05, 2026
In a resounding display of market confidence that underscores the intensifying arms race in artificial intelligence, Alphabet Inc. (NASDAQ: GOOGL) successfully closed a massive $20 billion bond sale in...
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Best Salesforce Consulting Services in New York for Growing Enterprises
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March 03, 2026
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Explore the top gainers and losers within the S&P500 index in today's session.
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March 05, 2026
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The Rise of the 'HALO' Trade: Why Wall Street is Pivoting from Algorithms to Atoms
March 05, 2026
As the first quarter of 2026 draws to a close, a seismic shift in investor sentiment has fundamentally reshaped the landscape of the New York Stock Exchange and the Nasdaq. After three years of...
Via
MarketMinute
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Economy
Energy
Why Are Salesforce Shares Surging On Thursday?
↗
March 05, 2026
Salesforce Inc. (NYSE: CRM) jumped 5.7% Thursday. From F1's AI fan agent to sector-wide SaaS fears, here's what retail traders need to know about the CRM stock move.
Via
Benzinga
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What's going on in today's session: S&P500 movers
↗
March 05, 2026
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Veeva Systems (VEEV) Surges 11%: Navigating the Vault CRM Migration and the Future of Life Sciences Software
March 05, 2026
On March 5, 2026, Veeva Systems Inc. (NYSE: VEEV) reminded the market why it remains the undisputed heavyweight of life sciences software. Following a blockbuster Q4 fiscal year 2026 earnings report...
Via
Finterra
Topics
Artificial Intelligence
Economy
Sales Software Stocks Q4 Earnings: HubSpot (NYSE:HUBS) Firing on All Cylinders
March 04, 2026
Looking back on sales software stocks’ Q4 earnings, we examine this quarter’s best and worst performers, including HubSpot (NYSE:HUBS) and its peers. Compani...
Via
StockStory
Resilience Amid Uncertainty: U.S. Private Sector Hiring Gains Momentum Ahead of Crucial March Payroll Report
March 04, 2026
As of today, March 4, 2026, the U.S. labor market is flashing a surprising signal of strength in the face of persistent economic headwinds. Fresh data released this morning by Automatic Data...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Immigration
Veeva Systems Q4 FY2026 Results: Dominating the 'Sensitive' Tech Frontier
March 04, 2026
As the sun sets on the final quarter of the 2026 fiscal year, Veeva Systems (NYSE: VEEV) has once again proven its mettle in the volatile world of vertical software. Reporting its Q4 results on March...
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
S&P 500 to 7,800? Morgan Stanley Bets on "One Big Beautiful Act" and AI Productivity as Bears Warn of Bubble
March 04, 2026
As the first quarter of 2026 unfolds, the equity markets are at a historic crossroads. Morgan Stanley (NYSE:MS) has stunned Wall Street with a revised year-end target for the S&P 500, projecting the...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
Salesforce (CRM): Buy, Sell, or Hold Post Q4 Earnings?
March 03, 2026
Over the past six months, Salesforce’s shares (currently trading at $195.64) have posted a disappointing 19.8% loss, well below the S&P 500’s 5.7% gain. This...
Via
StockStory
Topics
Stocks
Treasury Yields Breach 4% Floor as Triple Threat of Tech Slump, Geopolitical Tensions, and Trade Turmoil Sparks Flight to Safety
March 03, 2026
NEW YORK — In a dramatic shift for global markets, the yield on the benchmark 10-year U.S. Treasury note fell below the psychologically significant 4% mark on Tuesday, reaching its lowest level since...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
ETFs
The AI Hangover: Nvidia’s $260 Billion Wipeout Signals a New Era of Skepticism
March 03, 2026
On February 26, 2026, the artificial intelligence trade, which has fueled the most significant bull market of the decade, hit a sobering wall. Shares of Nvidia (Nasdaq: NVDA) plummeted 5.5% in a single...
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
Salesforce Stock Is Near a 3-Year Low. Is Now the Time to Buy?
↗
March 03, 2026
The tech stock has lost more than one-third of its value in the past year.
Via
The Motley Fool
Topics
Artificial Intelligence
S&P 500 Defies Gravity to Reach 7,100 Milestone: Inside the AI-Driven 2026 Bull Market
March 03, 2026
The S&P 500 has once again rewritten the history books, crossing the monumental 7,100 mark in early March 2026. This milestone, a primary year-end target set by conservative analysts at Bank of America...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
Dell Technologies Emerges as AI Infrastructure Titan: Record Earnings Fuel March Tech Rally
March 03, 2026
In a dramatic opening to March 2026, Dell Technologies (NYSE:DELL) has cemented its position as the primary architect of the artificial intelligence era. Following a blowout fiscal fourth-quarter...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Salesforce, Formula 1 Launch AI Fan Agent
↗
March 03, 2026
Salesforce Inc (CRM) and Formula 1 — tracked through Liberty Media Corp (LLYVK) — announced Monday the launch of a new artificial intelligence-powered fan companion agent, deepening a multi-year...
Via
Benzinga
Topics
Artificial Intelligence
Formula 1 and Salesforce Deepen Partnership, Expanding Agentforce to Grow Fan Connection Worldwide
March 03, 2026
From
Salesforce
Via
Business Wire
Salesforce Stock Slips Premarket: First Price Target Hike Since Revenue Warning Fails To Revive Bulls
↗
March 03, 2026
Wall Street remains split on whether AI will accelerate Salesforce’s growth or pressure traditional SaaS models, with Agentforce seen as a key test.
Via
Stocktwits
Topics
Artificial Intelligence
3 Large-Cap Stocks We Steer Clear Of
March 02, 2026
Large-cap stocks usually command their industries because they have the scale to drive market trends. The flip side though is that their sheer size can limit...
Via
StockStory
AI Panic vs. AI Reality: The Great Divergence in the Silicon Trenches
March 02, 2026
SANTA CLARA, CA — As the calendar turns to March 2, 2026, the global financial markets are witnessing a profound and violent decoupling in the technology sector. What began as a unified "AI gold rush"...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Nvidia’s $30 Billion OpenAI Gamble Sparks Market Retreat as Investors Question AI Capital Discipline
March 02, 2026
The high-octane growth engine of the artificial intelligence sector hit a significant speed bump today, March 2, 2026, as Nvidia (NASDAQ:NVDA) saw its shares slide by 4%, continuing a downward trend...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Earnings
The Doomsday Scenario That Caused Wall Street to Panic Makes Little Sense
↗
March 02, 2026
Citrini Research put out a bearish scenario, and the market just ran with it without understanding the full picture.
Via
The Motley Fool
Nvidia’s Paradox: Blowout Results Met with 5% Plunge as ‘AI Reality Check’ Rattles Wall Street
March 02, 2026
On February 25, 2026, Nvidia (NASDAQ: NVDA) delivered what would have been a historic "triple beat" in any other market cycle, surpassing revenue, earnings, and guidance expectations by significant...
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
Disruption Stories: 2 Stocks That Motley Fool Analysts Think Could Be Most at Risk
↗
March 02, 2026
We look back at stories of companies that were disrupted to better understand how disruption emerges and whether history can be a guide for disruption during the AI paradigm shift.
Via
The Motley Fool
Topics
Artificial Intelligence
Supply Chain
The Future of Enterprise: A Deep Dive into Salesforce (NYSE: CRM) in 2026
March 02, 2026
As of March 2, 2026, the enterprise software landscape is no longer defined by the mere presence of the cloud, but by the autonomy of the systems within it. At the center of this shift sits Salesforce...
Via
Finterra
Topics
Artificial Intelligence
Is It Time to Buy Beaten-Down Salesforce?
↗
March 02, 2026
The stock has been caught in the SaaS sell-off.
Via
The Motley Fool
Topics
Artificial Intelligence
Verify550 Announces Integration with Salesforce to Strengthen CRM Data Quality and Email Deliverability
March 02, 2026
Via
AB Newswire
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