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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
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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
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
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
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Autodesk
(NQ:
ADSK
)
244.35
+7.35 (+3.10%)
Streaming Delayed Price
Updated: 4:00 PM EDT, May 1, 2026
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Autodesk (ADSK) Q3 2024 Earnings Call Transcript
↗
November 22, 2023
ADSK earnings call for the period ending September 30, 2023.
Via
The Motley Fool
Topics
Earnings
Nvidia, Palantir, Autodesk, Broadcom, Tesla: Why These 5 Stocks Are On Investors' Radars Today
↗
November 21, 2023
Major U.S. indices ended Tuesday in the red with the S&P 500 declining 0.20% to 4,538.19 and the tech-heavy Nasdaq falling 0.59% to 14,199.98.
Via
Benzinga
Topics
Stocks
Autodesk Stock Jumps On Q3 Earnings: 'Customers Remain Committed To Transformation'
↗
November 21, 2023
Autodesk Inc (NASDAQ: ADSK) shares are trading higher in Thursday's after-hours session on the heels of the company's third-quarter results.
Via
Benzinga
Autodesk Tops Third-Quarter Views But Gives Mixed Guidance
↗
November 21, 2023
Design software firm Autodesk beat expectations for its fiscal Q3 but provided a mixed outlook for the current period. ADSK stock rose.
Via
Investor's Business Daily
Earnings Scheduled For November 21, 2023
↗
November 21, 2023
Companies Reporting Before The Bell • Golden Ocean Group (NASDAQ:GOGL) is likely to report quarterly earnings at $0.11 per share on revenue of $149.42 million.
Via
Benzinga
Expert Ratings for Autodesk
↗
November 17, 2023
Via
Benzinga
Stocks Edge Down Ahead Of Fed Minutes, Nvidia Earnings, While Gold Hits $2,000: What's Driving Markets Tuesday?
↗
November 21, 2023
Wall Street took a brief respite during midday trading on Tuesday, marked by modest losses in major stock averages.
Via
Benzinga
Topics
Economy
Nasdaq, S&P 500 Futures Slip Ahead Of AI Bellwether Nvidia's Earnings: Analyst Says Stocks Do Particularly Well In December Of Pre-Election Year
↗
November 21, 2023
Monday’s strong rally might push traders to the defensive, especially ahead of AI bellwether Nvidia Corp.’s (NASDAQ:NVDA) quarterly results due
Via
Benzinga
Topics
Artificial Intelligence
Stocks
If You Invested $100 In This Stock 20 Years Ago, You Would Have $1,900 Today
↗
November 15, 2023
Via
Benzinga
In-Depth Analysis: Autodesk Versus Competitors In Software Industry
↗
November 09, 2023
Via
Benzinga
Autodesk Touts AI But Macro Worries Weigh On Near-Term Prospects
↗
November 15, 2023
Design software firm Autodesk joined the artificial intelligence craze with new AI functions across its product line, lifting ADSK stock.
Via
Investor's Business Daily
Topics
Artificial Intelligence
Metaverse in Manufacturing Market Is Booming Worldwide : Microsoft, AutoDesk, NVIDIA, Unity, Hyundai Motor
November 14, 2023
Metaverse in Manufacturing Comprehensive Study by Type (Software, Hardware), Application (Supply Chain Management, Product Designing and Development, Factory Landscape, Virtual Warehouse, Others), End...
Via
SBWire
Topics
Artificial Intelligence
Economy
Quality Control Software Market May See Big Move : Autodesk, Dassault Systemes, Siemens AG
November 09, 2023
Stay up-to-date with Quality Control Software Market research offered by AMA Research. Check how key trends and emerging drivers are shaping this industry growth.
Via
SBWire
Topics
Supply Chain
$1000 Invested In This Stock 10 Years Ago Would Be Worth $4,700 Today
↗
November 01, 2023
Via
Benzinga
Exploring The Competitive Space: Autodesk Versus Industry Peers In Software
↗
October 26, 2023
Via
Benzinga
How Is The Market Feeling About Autodesk?
↗
October 25, 2023
Via
Benzinga
Expert Ratings for Autodesk
↗
October 19, 2023
Via
Benzinga
Graphical Information System Market Is Likely to Experience a Tremendous Growth in Near Future: Hexagon, Autodesk, Luciad
↗
October 20, 2023
Pune, Maharashtra -- (SBWIRE) -- 10/20/2023 -- Graphical Information System Market is Segmented by Application (Government and Utilities, Business) by Type (Android Based, iOS System Based, Windows...
Via
SBWire
3 Best Software Stocks to Buy in 2023 and Beyond
↗
October 19, 2023
Software companies can make some of the best investments in the market.
Via
The Motley Fool
In the world of growth stocks, NASDAQ:ADSK shines as a value proposition.
↗
October 19, 2023
For those who appreciate growth without the sticker shock, NASDAQ:ADSK is worth considering.
Via
Chartmill
3 Metaverse Stocks to Transport You to a Future of Riches
↗
October 18, 2023
These underrated metaverse stocks are releasing next-gen technologies that will cause your portfolio value to skyrocket.
Via
InvestorPlace
Yahoo's Former CEO Offers Wise Advice: 'Fail. Fast Forward' In Cannabis AND Technology
↗
October 18, 2023
Carol Bartz is not your conventional tech luminary.
Via
Benzinga
Topics
Cannabis
Architecture, Engineering and Construction (AEC) Software Market Growth Powered with Latest Development Scenario & Influencing Trends
October 18, 2023
Architecture, Engineering and Construction (AEC) Software Market Demand
Via
SBWire
Here's How Much $100 Invested In Autodesk 15 Years Ago Would Be Worth Today
↗
October 17, 2023
Via
Benzinga
In-Depth Analysis: Autodesk Versus Competitors In Software Industry
↗
October 12, 2023
Via
Benzinga
Peering Into Autodesk's Recent Short Interest
↗
October 09, 2023
Via
Benzinga
Construction Management System Market Is Set to Fly High in Years to Come: Autodesk, Trimble, Sage, Premier
↗
October 17, 2023
According to HTF Market Intelligence, the Global Construction Management System market is segmented by Application (Project Management and Scheduling, Safety and Reporting, Project Design, Field...
Via
SBWire
How to (Actually) Get Rich With AI Investing
↗
October 05, 2023
Getting rich with AI investing is eerily similar to getting rich without it. Just make sure you understand these three tips.
Via
InvestorPlace
Topics
Artificial Intelligence
Geb: A Handcrafted 3D Animation Exploration of Courage and Adventure
October 02, 2023
United States, 2nd Oct 2023 – Animation has entered a fest developing period, bursting with fresh, unconventional masterpieces. Rising above the fold is the award-winning short, “Geb”, acclaimed for...
Via
eTrendy Stock
Benzinga's Top Ratings Upgrades, Downgrades For September 29, 2023
↗
September 29, 2023
Via
Benzinga
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