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home
about us
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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
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Quarterly Performance Reports
Market Value Securities (MVS)
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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Total Asset Fund (TAF)
TAF® Program
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Event Schedule
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Event Schedule
Market Value Securities (MVS sm) Presentation
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Investing During Uncertain Times
Read FULL Seminar Here
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The Trade Desk, Inc. - Class A Common Stock
(NQ:
TTD
)
14.14
-0.42 (-2.88%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Aug 14, 2026
Add to My Watchlist
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All News about The Trade Desk, Inc. - Class A Common Stock
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Top Programmatic Advertising Platforms for B2B Growth
↗
June 19, 2026
Programmatic advertising continues to reshape how B2B marketers reach and engage decision-makers. Businesses now rely on automation, data insights, and pre
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Fox Captures The Living Room With $22B Roku Buy
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June 17, 2026
The acquisition of Roku transforms Fox into a powerhouse capable of completely dominating the lucrative connected television advertisement industry.
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1 Small-Cap Stock for Long-Term Investors and 2 We Find Risky
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Roku Stock Jumped 20% on Friday. The Index Move Coming June 22 Could Matter More Than the Buyout Buzz.
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June 15, 2026
The streaming platform company's stock surge had two drivers.
Via
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NASDAQ:TTD: Trade Desk Inc Emerges as a Peter Lynch-Style GARP Investment
↗
June 02, 2026
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5 Potential Buyers of Roku That Actually Make Sense
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June 15, 2026
If the TV video streaming pioneer is on the block, let's see who might walk away with the platform serving more than 100 million homes.
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2 Oversold Stocks Set for a Comeback and 1 We Turn Down
June 15, 2026
Hitting a new 52-week low can be a pivotal moment for any stock. These floors often mark either the beginning of a turnaround story or confirmation that a co...
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Personal vs Company Branding for Service Professionals: New Guide Announced
June 13, 2026
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What's going on in today's session: S&P500 movers
↗
June 11, 2026
Via
Chartmill
The Trade Desk Stock Hits 52-Week Lows: What's Going On?
↗
June 11, 2026
The Trade Desk Inc (NASDAQ:TTD) shares are trading lower on Thursday, hitting new 52-week lows as traders weigh a growth-rotation rebound narrative against a longer-term chart that's still in repair...
Via
Benzinga
Gapping S&P500 stocks in Thursday's session
↗
June 11, 2026
Via
Chartmill
The Trade Desk Appoints Sarah Gavin as Chief Marketing Officer, Executive Vice President
June 11, 2026
From
The Trade Desk
Via
Business Wire
Down 86%, Is The Trade Desk Stock a Generational Buying Opportunity?
↗
June 10, 2026
The digital advertising company is trading at a relatively cheap valuation.
Via
The Motley Fool
Is The Trade Desk Still Investable as the Internet Closes?
↗
June 09, 2026
Why this investor sees The Trade Desk as uninvestable until leadership fixes structural growth risks.
Via
The Motley Fool
The Trade Desk Appoints David Haddad to Board of Directors
June 09, 2026
From
The Trade Desk
Via
Business Wire
2 Software Stocks to Keep an Eye On and 1 We Turn Down
June 04, 2026
Software is rapidly reducing operating expenses for businesses. In the past, the undeniable tailwinds fueling SaaS companies led to lofty valuation multiples...
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StockStory
Spotting Winners: Zeta Global (NYSE:ZETA) And Advertising Software Stocks In Q1
June 02, 2026
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a...
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StockStory
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Artificial Intelligence
Uncover the latest developments among S&P500 stocks in today's session.
↗
June 02, 2026
Via
Chartmill
Domo, Q2 Holdings, and The Trade Desk Stocks Trade Down, What You Need To Know
June 02, 2026
What Happened? A number of stocks fell in the afternoon session after investors took profits following a significant rally the previous day. Software stocks ...
Via
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ETFs
Initial Public Offering
Stocks
Top S&P500 movers in Tuesday's session
↗
June 02, 2026
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What's going on in today's session: S&P500 gap up and gap down stocks
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June 02, 2026
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My 12 Top-Ranked Stocks to Buy in June (2026)
↗
June 02, 2026
This collection of stocks has gained momentum in recent weeks.
Via
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The Trade Desk Announces Nate Olmstead as Chief Financial Officer
June 01, 2026
From
The Trade Desk
Via
Business Wire
The Trade Desk Stock Is On The Move: The Chart Tells An Interesting Story
↗
June 01, 2026
Trade Desk is rising Monday as traders rotate back into higher‑beta tech after a year-long slide, with Nasdaq up 0.81% and S&P 500 up 0.41%.
Via
Benzinga
Topics
Stocks
1 Mid-Cap Stock with Competitive Advantages and 2 We Avoid
June 01, 2026
Mid-cap stocks have the best odds of scaling into $100 billion corporations thanks to their tested business models and large addressable markets. But the man...
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Universal Q4 Earnings Call Highlights
↗
May 29, 2026
Universal (NYSE:UVV) said its fiscal 2026 results were pressured by a non-cash goodwill impairment in its ingredients business and higher inventory write-downs tied mainly to non-wrapper dark air-cured...
Via
MarketBeat
Topics
Earnings
Why The Trade Desk Fell Again Today
↗
May 28, 2026
One sell-side analyst thinks things will only get worse for the adtech pioneer.
Via
The Motley Fool
Topics
Artificial Intelligence
Discover which S&P500 stocks are making waves on Thursday.
↗
May 28, 2026
Via
Chartmill
Gapping S&P500 stocks in Thursday's session
↗
May 28, 2026
Via
Chartmill
Is the Worst Over for The Trade Desk?
↗
May 28, 2026
The Trade Desk still operates in one of the largest long-term opportunities in digital advertising. But the easy-growth phase may be over.
Via
The Motley Fool
Topics
Artificial Intelligence
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