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home
about us
Investment Approach
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Team Biographies
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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Sample Portfolio
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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
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
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
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Salesforce
(NY:
CRM
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183.02
-12.16 (-6.23%)
Official Closing Price
Updated: 7:00 PM EDT, Mar 24, 2026
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The AI Paradox: Why the 'SaaSpocalypse' Sent the Nasdaq 100 Into a February Tailspin
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As of March 11, 2026, the artificial intelligence investment landscape has undergone a violent and fundamental transformation. What began as a speculative gold rush into "AI-powered" software has...
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End-to-End Salesforce Sales Cloud Consulting Services for Smarter Selling
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March 10, 2026
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NEW YORK — As of March 11, 2026, a seismic shift is rattling the foundations of Wall Street. For nearly three years, the narrative of the "Magnificent Seven" and the unyielding dominance of artificial...
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Fernbridge Doubles Down on Tetra Tech Stock, Adds 2.05 Million Shares, According to Latest SEC Filing
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The SaaSacre of 2026: Why Salesforce’s 26% Plunge Signals a Seismic Shift in Enterprise Tech
March 11, 2026
The once-untouchable king of the cloud, Salesforce (NYSE: CRM), has found itself at the center of a brutal market re-evaluation. As of March 11, 2026, the company’s stock has plummeted 26%...
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The Great Rotation: Why 'Old Economy' Energy and Materials are Crushing Big Tech in 2026
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UiPath (PATH) Q4 Earnings: The Dawn of the Agentic Enterprise and the Shift to Autonomous AI
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Oracle Defies Geopolitical Gloom as AI-Driven Cloud Growth Sparks 13.8% Surge
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3 Top Bargain Stocks Ready for a Bull Run
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March 11, 2026
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March 11, 2026
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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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ORCL Vs CRM Is Heating Up: Oracle Now Has 3 Products that Salesforce Doesn't, Says Co-CEO
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March 11, 2026
Oracle plans to introduce sales and marketing tools.
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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
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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
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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
March 10, 2026
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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.
Via
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Topics
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The AI Litmus Test: Oracle Faces Crucial Earnings as Infrastructure Skepticism Mounts
March 10, 2026
As the sun sets on March 10, 2026, the financial world is turning its collective gaze toward the headquarters of Oracle Corporation (NYSE:ORCL). After the market close today, the database giant is set...
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The Great Rotation: Why Wall Street Is Trading Silicon Valley Dreams for Main Street Reality in 2026
March 10, 2026
The era of "growth at any cost" has hit a formidable wall in the first quarter of 2026. As of March 10, 2026, a profound "Great Rotation" is sweeping through U.S. equity markets, marking a violent...
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