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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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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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SentinelOne, Inc. Class A Common Stock
(NY:
S
)
15.04
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EST, Jan 12, 2026
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Initial Jobless Claims Fall: Tight Labor Market Pushes Back Fed Rate Cut Expectations
↗
February 22, 2024
Benefits claims data indicate labor market remains tight. Will the Fed make rate cuts?
Via
Benzinga
Topics
Economy
The Bull Market Is Official: 2 No-Brainer Artificial Intelligence (AI) Stocks to Buy Now and Hold Long-Term
↗
February 22, 2024
These AI-focused companies can generate healthy long-term gains for patient investors.
Via
The Motley Fool
Topics
Artificial Intelligence
Why Fortinet, SentinelOne, CrowdStrike, and Other Cybersecurity Stocks Plunged Wednesday Morning
↗
February 21, 2024
Dismal guidance from Palo Alto Networks dragged down the share prices of peers across the cybersecurity industry.
Via
The Motley Fool
Why SentinelOne Stock Is Dipping After Palo Alto Network Earnings
↗
February 21, 2024
Palo Alto expects third-quarter revenue to be in a range of $1.95 billion to $1.98 billion, versus estimates of $2.04 billion. The company sees third-quarter adjusted earnings to be between $1.24 and...
Via
Benzinga
What the Options Market Tells Us About SentinelOne
↗
February 21, 2024
Via
Benzinga
SentinelOne Inc. (NYSE: S) is a Stock Spotlight on 2/14
February 14, 2024
Via
Investor Brand Network
The Latest Analyst Ratings For SentinelOne
↗
February 14, 2024
Via
Benzinga
SentinelOne Inc. (NYSE: S) is a Stock Spotlight on 2/9
February 09, 2024
Via
Investor Brand Network
Unpacking the Latest Options Trading Trends in SentinelOne
↗
February 08, 2024
Via
Benzinga
Cybersecurity Stocks Tumble As Palo Alto Networks Revises Guidance Downward
↗
February 21, 2024
Palo Alto Networks' shares plunged 19% after the cybersecurity leader cut its full-year guidance, despite topping quarterly estimates.
Via
Talk Markets
SentinelOne® Named to CRN’s 2024 Security 100 List for Seventh Straight Year
February 21, 2024
From
SentinelOne
Via
Business Wire
3 High-Momentum ETFs Accelerating Towards Unstoppable Gains
↗
February 21, 2024
ETFs have multiple advantages over both stocks and mutual funds. Here are three of the best high-momentum ETFs to buy now.
Via
InvestorPlace
Topics
ETFs
CrowdStrike, Zscaler, SentinelOne Shares Are Sliding Tuesday: What's Going On?
↗
February 20, 2024
Several cybersecurity names are trading lower in Tuesday's after-hours session in sympathy with Palo Alto Networks, which issued weak guidance after the bell.
Via
Benzinga
This Generative Artificial Intelligence (AI) Growth Stock Has Jumped 86% in a Year. Here's Why It Can Skyrocket Another 73%.
↗
February 18, 2024
Growing adoption of generative AI in this important industry could send this hard-charging tech stock higher.
Via
The Motley Fool
Topics
Artificial Intelligence
Better Cybersecurity Stock: SentinelOne vs. CrowdStrike
↗
February 17, 2024
This is the new generation of cybersecurity.
Via
The Motley Fool
Aston Martin Aramco Formula One® Team Drives Cybersecurity with SentinelOne®
February 15, 2024
From
SentinelOne
Via
Business Wire
SentinelOne's Stock Surge Echoes Strong Market Potential: Analyst Anticipates Competitive Edge And Revenue Reacceleration
↗
February 14, 2024
SentinelOne (NYSE: S) upgraded to Buy, price target raised to $35. Positive outlook on profitability, ARR growth, and market conditions. Strong competition and risks, but potential for top-line and...
Via
Benzinga
Microsoft Detects Russian, Chinese AI Hackers: Is It Time To Add Cybersecurity To Your Portfolio?
↗
February 14, 2024
AI-driven cybercriminals targeting government and corporate records are pushing for increased AI deployment. Companies like Microsoft and OpenAI are detecting and banning state-backed hacking groups.
Via
Benzinga
Topics
Artificial Intelligence
3 Millionaire-Maker Artificial Intelligence (AI) Stocks
↗
February 14, 2024
Cloudflare, UiPath, and SentinelOne could profit from the growth of the AI market.
Via
The Motley Fool
Topics
Artificial Intelligence
SentinelOne Announces Date of Fiscal Fourth Quarter and Fiscal Year 2024 Financial Results Conference Call
February 13, 2024
From
SentinelOne
Via
Business Wire
Top 3 AI Stocks Set to Change the Market Landscape
↗
February 08, 2024
Explore how top AI stocks in cybersecurity are driving market innovation, showcasing strategies for robust revenue growth.
Via
InvestorPlace
Topics
Artificial Intelligence
SentinelOne® Completes Acquisition of PingSafe
February 05, 2024
From
SentinelOne
Via
Business Wire
This Cybersecurity Breakout Candidate Has Multibagger Potential Written All Over It
↗
February 03, 2024
SentinelOne recently awakened from a two-year slide. There could be a lot more where that came from.
Via
The Motley Fool
3 Growth Stocks That Could More Than Double Their Revenue by 2025
↗
February 02, 2024
Rivian, SentinelOne, and IonQ are all growing rapidly.
Via
The Motley Fool
Bell Canada and SentinelOne® Join Forces to Provide Advanced Endpoint Protection for Canadian Businesses
February 01, 2024
From
SentinelOne
Via
Business Wire
Top Stock Picks 2024: 7 Cybersecurity Champions Safeguarding the Future
↗
January 31, 2024
Cybersecurity stock picks 2024; A prudent investor's analytical haven in a time of rampant digital vulnerabilities.
Via
InvestorPlace
2 No-Brainer Artificial Intelligence (AI) Stocks to Buy With $120 and Hold for 10 Years
↗
January 31, 2024
Investing in cybersecurity and semiconductor stocks can be a great way to ride the AI boom.
Via
The Motley Fool
Topics
Artificial Intelligence
SentinelOne® Launches Threat Hunting for WatchTower™ and WatchTower Pro™
January 30, 2024
From
SentinelOne
Via
Business Wire
3 Stocks to Buy for Long-Term Growth: 2024 Market Trends
↗
January 24, 2024
While certain sectors have captured the market’s attention, investors may want to consider these stocks to buy for long-term growth.
Via
InvestorPlace
The Best Stocks to Invest $1,000 in Right Now
↗
January 22, 2024
Small investments generate big returns when stocks with great fundamentals go on sale.
Via
The Motley Fool
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