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about us
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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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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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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
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Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
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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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Investing During Uncertain Times
Read FULL Seminar Here
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C3.ai, Inc.
(NY:
AI
)
11.06
-1.20 (-9.79%)
Streaming Delayed Price
Updated: 1:45 PM EST, Jan 30, 2026
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US Army: C3 AI Selected to Deliver AI Contested Logistics Solution for Combat Operations
December 09, 2025
From
C3.ai
Via
Business Wire
1 Software Stock for Long-Term Investors and 2 We Ignore
December 07, 2025
From commerce to culture, software is digitizing every aspect of our lives. Companies bringing it to life have been rewarded with high valuation multiples that make fundraising easier, but they have...
Via
StockStory
Topics
Artificial Intelligence
Stocks
Is This AI Software Stock About to Have Its Nvidia Moment?
↗
December 05, 2025
Nvidia is the dominant player in the AI hardware market, and Palantir could occupy a similar position on the software side.
Via
The Motley Fool
Topics
Artificial Intelligence
C3.ai Stock Rises As US Taps Its Agentic AI Platform For Nationwide Health Data Overhaul — Retail Bulls See More Room To Run
↗
December 04, 2025
C3.ai shares rose after securing a HHS contract even as mixed earnings and analyst skepticism kept debate over the stock’s outlook alive.
Via
Stocktwits
Topics
Artificial Intelligence
Earnings
Here's How Picking AI Stocks Is Going to Change in 2026
↗
December 04, 2025
Everyone knew this day was coming sooner or later. Now that it's here, it's too important to ignore.
Via
The Motley Fool
Topics
Artificial Intelligence
U.S. Department of Health and Human Services Selects C3 AI as Enterprise AI Platform
December 04, 2025
From
C3.ai
Via
Business Wire
10 AI Stocks Worth Buying Right Now
↗
December 04, 2025
Building an artificial intelligence (AI) portfolio means looking beyond the obvious megacap names.
Via
The Motley Fool
Topics
Artificial Intelligence
Nasdaq, S&P 500 Futures Pause Ahead Of Key Jobs Data: Why CRM, SNOW, NFLX, MSFT, AI Are On Traders' Radar
↗
December 04, 2025
Via
Stocktwits
Topics
Artificial Intelligence
Stocks
AI Q3 Deep Dive: Bookings Rebound, Federal Wins Offset Ongoing Revenue Decline
December 04, 2025
Enterprise AI software company C3.ai (NYSE:AI) met Wall Streets revenue expectations in Q3 CY2025, but sales fell by 20.3% year on year to $75.15 million. The company expects next quarter’s revenue to...
Via
StockStory
Topics
Artificial Intelligence
C3.AI INC-A (NYSE:AI) Reports Mixed Q2 2026 Results, Beats Loss Estimates Amid Revenue Decline
↗
December 03, 2025
C3.ai's Q2 2026 results show revenue in line with estimates and a narrower-than-expected loss. Strong federal and partner bookings highlight growth, but revenue declined year-over-year.
Via
Chartmill
C3.ai (NYSE:AI) Posts Q3 CY2025 Sales In Line With Estimates
December 03, 2025
Enterprise AI software company C3.ai (NYSE:AI) met Wall Streets revenue expectations in Q3 CY2025, but sales fell by 20.3% year on year to $75.15 million. The company expects next quarter’s revenue to...
Via
StockStory
Topics
Artificial Intelligence
C3 AI Announces Fiscal Second Quarter 2026 Results
December 03, 2025
From
C3.ai
Via
Business Wire
C3.ai (AI) Stock Trades Up, Here Is Why
December 03, 2025
Shares of enterprise AI software company C3.ai (NYSE:AI) jumped 4% in the afternoon session after the stock trended higher in anticipation of its second-quarter earnings report. The report was...
Via
StockStory
Topics
Artificial Intelligence
What's Going On With C3.AI Stock Ahead Of Earnings Today?
↗
December 03, 2025
C3.ai, Inc. (NASDAQ: AI) stock is trending ahead of the company's second-quarter earnings report, which is expected after the market closes.
Via
Benzinga
Don't Buy C3.ai Stock Until This 1 Thing Happens
↗
December 03, 2025
This stock and company just haven't fulfilled their AI potential.
Via
The Motley Fool
Topics
Artificial Intelligence
Gold Allocation: The Unwavering Anchor in a Sea of Volatility, Outshining Elusive Market Timing
December 02, 2025
As global financial markets continue to grapple with an unprecedented confluence of persistent inflation, escalating geopolitical tensions, and the intricate dance of central bank interest rate...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
C3.ai (AI) Stock Is Up, What You Need To Know
December 02, 2025
Shares of enterprise AI software company C3.ai (NYSE:AI) jumped 2.2% in the afternoon session after investor optimism improved ahead of its second-quarter fiscal 2026 earnings report, scheduled for...
Via
StockStory
Topics
Artificial Intelligence
Economy
C3.ai (AI) Reports Q3: Everything You Need To Know Ahead Of Earnings
December 01, 2025
Enterprise AI software company C3.ai (NYSE:AI) will be reporting earnings this Wednesday after the bell. Here’s what to expect.
Via
StockStory
Topics
Artificial Intelligence
Economy
World Trade
AI’s Insatiable Appetite: Nadella Warns of Energy Crisis Threatening Future Growth
December 01, 2025
Redmond, WA – December 1, 2025 – Microsoft (NASDAQ: MSFT) CEO Satya Nadella has issued a stark warning that the burgeoning energy demands of artificial intelligence pose a critical threat to its future...
Via
TokenRing AI
Topics
Artificial Intelligence
Energy
Beyond the Hype: AI’s Quiet Revolution in Niche Sectors Reshapes Industries from Medicine to Agriculture
December 01, 2025
Artificial intelligence, often spotlighted for its advancements in mainstream applications like conversational agents and autonomous vehicles, is quietly orchestrating a profound transformation across...
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Emissions
Nvidia's AI Ascent Fuels Nasdaq's Wild Ride: A Deep Dive into Market Volatility
November 25, 2025
The Nasdaq Composite (NASDAQ) has been a whirlwind of activity in recent months, exhibiting a heightened degree of volatility that has captivated and, at times, confounded investors. At the heart of...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Should You Buy C3.ai Stock Before the Huge Investor Update?
↗
November 25, 2025
Investors are hopeful that C3.ai can achieve similar success to Palantir.
Via
The Motley Fool
Topics
Artificial Intelligence
3 Stocks Under $50 We’re Skeptical Of
November 23, 2025
Stocks in the $10-50 range offer a sweet spot between affordability and stability as they’re typically more established than penny stocks. But their headline prices don’t guarantee quality, and...
Via
StockStory
Topics
Artificial Intelligence
Zeta Global, C3.ai, Bandwidth, Five9, and Sprout Social Stocks Trade Up, What You Need To Know
November 21, 2025
A number of stocks jumped in the afternoon session after comments from a key Federal Reserve official bolstered hopes for an interest rate cut.
Via
StockStory
Topics
Artificial Intelligence
Economy
Datadog, Palantir Technologies, UiPath, Strategy, and C3.ai Shares Plummet, What You Need To Know
November 20, 2025
A number of stocks fell in the afternoon session after markets faded the Nvidia rally in the morning session, as investors remained uncertain about future rate cuts.
Via
StockStory
Topics
Artificial Intelligence
Earnings
Stocks
Bitcoin's Tumultuous Descent: AI Bubble Fears and Macroeconomic Headwinds Drive Crypto Market Correction
November 21, 2025
November 21, 2025 – Bitcoin (BTC) is currently navigating a period of significant price decline, plummeting to its lowest levels since April 2025 and erasing all of its 2025 gains. This sharp downturn...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
ETFs
C3 AI Deepens Native Integrations Across Microsoft Copilot, Fabric, and Azure AI Foundry
November 20, 2025
From
C3.ai
Via
Business Wire
The Great Swings of 2025: Unpacking the US Stock Market's Wild Ride
November 21, 2025
The US stock market has been on a tumultuous journey in 2025, experiencing one of its most volatile periods since April. Dramatic swings across the S&P 500 (NYSEARCA: SPY), Nasdaq (NASDAQ: COMP), and...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Navigating the AI Frontier: Is the Stock Market on the Brink of a Bubble or a Boom?
November 20, 2025
As November 2025 draws to a close, the financial world is grappling with an increasingly urgent question: is the artificial intelligence (AI) surge propelling the stock market into a speculative...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
The AI Divide: How Growth Stocks Outpaced High-Yielders in the Generative AI Boom
November 20, 2025
The AI-driven market rally has created a significant divergence in stock performance, heavily favoring growth stocks, particularly those deeply embedded in artificial intelligence innovation. As we...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Energy
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