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home
about us
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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
Total Asset Fund (TAF)
TAF sm Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Event Schedule
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Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
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MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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Symbotic Inc. - Class A Common Stock
(NQ:
SYM
)
69.80
-0.38 (-0.54%)
Streaming Delayed Price
Updated: 4:00 PM EST, Nov 7, 2025
Add to My Watchlist
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All News about Symbotic Inc. - Class A Common Stock
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Johnson & Johnson Raises FY25 Forecast, Joins Rigetti Computing, Unity Software, Brighthouse Financial And Other Big Stocks Moving Higher On Wednesday
July 16, 2025
Via
Benzinga
Top 2 Industrials Stocks You May Want To Dump This Quarter
July 08, 2025
Via
Benzinga
NIKE, Datadog And Snap Are Among Top 11 Large Cap Gainers Last Week (June 30-July 4): Are The Others In Your Portfolio?
July 06, 2025
11 best performing large-cap stocks last week, including Symbotic, Nike, First Solar, Datadog, HPE, Summit Therapeutics, Carnival, POSCO, Wynn Resorts, SharkNinja, and Snap
Via
Benzinga
Earnings Scheduled For May 7, 2025
May 07, 2025
Via
Benzinga
Why Symbotic Stock Skyrocketed Again Today
July 03, 2025
Via
The Motley Fool
Topics
Economy
Stocks
Olo, Tripadvisor, Aebi Schmidt Holding And Other Big Stocks Moving Higher On Thursday
July 03, 2025
Via
Benzinga
Warehouse Automation Trend Is Positive For These Stocks
July 02, 2025
The need to improve the speed and efficiency of warehouses is driving more automation. And that bodes well for Symbotic stock and others.
Via
Investor's Business Daily
Why Symbotic Stock Soared Today
June 25, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Stocks
AeroVironment Posts Better-Than-Expected Earnings, Joins QuantumScape, Bumble, BlackBerry And Other Big Stocks Moving Higher On Wednesday
June 25, 2025
Via
Benzinga
AST SpaceMobile And Coinbase Global Are Among Top 10 Large Cap Gainers Last Week (June 16-20): Are The Others In Your Portfolio?
June 22, 2025
In holiday-shortened week, top performers were: CRCL (+125.53%), COIN (+27.93%), ASTS (+24.43%), CRWV (+23.23%), SYM (+21.39%), RDDT (+19.75%), QXO (+18.36%), JBL (+15.14%), CRDO (+15.03%), and RKLB...
Via
Benzinga
Is It Too Late to Buy Symbotic Stock?
June 21, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
As US Equity Funds Bleed $18 Billion, Sector ETFs Offer Tactical Opportunities: XLK, XLI, ROBO In Focus
June 20, 2025
As broader U.S. equity funds suffered their largest weekly outflow of $18.43 billion since March this week, sector ETFs quietly shined.
Via
Benzinga
Topics
ETFs
Why Symbotic Rocketed Some 16% Higher Today
June 18, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
GMS Posts Upbeat Earnings, Joins Coinbase Global, Genworth Financial, Sandisk And Other Big Stocks Moving Higher On Wednesday
June 18, 2025
Via
Benzinga
12 Industrials Stocks Moving In Wednesday's Intraday Session
June 18, 2025
Via
Benzinga
7 Artificial Intelligence Stocks That Could Supercharge Your Portfolio
June 18, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
3 No-Brainer AI Stocks to Buy Right Now
June 14, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Is Symbotic Stock a Buy as AI Transforms Warehouse Automation?
June 13, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Symbotic Announces Chief Financial Officer Transition Plan
June 09, 2025
From
Symbotic Inc.
Via
GlobeNewswire
Can a $10,000 Investment in This Artificial Intelligence (AI) Stock Turn Into $1 Million by 2035?
June 04, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Symbotic Gets Big Earnings Lift: Is the Stock Investable Again?
May 16, 2025
Symbotic set several records last quarter on key company metrics. With this, and accounting issues fading away, is this stock out of the doghouse?
Via
MarketBeat
Eric Branderiz Joins Symbotic’s Board of Directors
May 15, 2025
Seasoned CFO brings deep experience of high-growth environments in industrial technology, and finance and accounting leadership in sophisticated global manufacturing organizations
From
Symbotic Inc.
Via
GlobeNewswire
Symbotic Reports Second Quarter Fiscal Year 2025 Results
May 07, 2025
From
Symbotic Inc.
Via
GlobeNewswire
Cathie Wood's Ark Invest Loads Up On Intellia Therapeutics, Offloads Meta Platforms
April 26, 2025
ARK Invest made significant trades in NTLA, META, VCYT, SYM, BIDU, and PATH. These moves come amidst changes in stock prices. Read more for full details.
Via
Benzinga
Symbotic Announces Date for Reporting Second Quarter Fiscal 2025 Financial Results
April 16, 2025
From
Symbotic Inc.
Via
GlobeNewswire
Why AI Robotics Stock Symbotic Jumped 16% This Week After Hitting a 52-Week Low
April 11, 2025
Opportunistic investors are buying Symbotic stock after its steep fall.
Via
The Motley Fool
Topics
Artificial Intelligence
World Trade
Unlocking the Future of Hospitality with AI-Powered Robotics, Invaluable Industry Expertise
April 08, 2025
Via
Investor Brand Network
Topics
Artificial Intelligence
Unlocking the Future of Hospitality with AI-Powered Robotics, Invaluable Industry Expertise
April 08, 2025
EQNX::TICKER_START (OTCQB:NGTF),(NASDAQ:NVDA),(NASDAQ:ZBRA),(NASDAQ:SYM),(NASDAQ:TSLA) EQNX::TICKER_END
Via
FinancialNewsMedia
Topics
Artificial Intelligence
3 Under-the-Radar AI Stocks With Market-Beating Potential
April 07, 2025
Innodata, Ambarella, and Symbotic could attract more attention soon.
Via
The Motley Fool
Topics
Artificial Intelligence
Government
World Trade
Should Investors Buy Symbotic Stock Right Now?
March 08, 2025
Via
The Motley Fool
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