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home
about us
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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
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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
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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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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
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Is The Trade Desk Still a Long-Term Winner?
↗
June 08, 2025
The stock has outperformed the broader market since 2016, but has slumped 40% from its all-time high.
Via
The Motley Fool
Trade Desk Customers Buying Amazon Ads Is 'Not Troubling,' Says Bullish Analyst
↗
June 06, 2025
TTD shares dropped on Thursday as Amazon's DSP gained share, but analyst Laura Martin maintains Buy rating and $84 price target due to TTD's structural advantages and independence.
Via
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Beyond The Numbers: 26 Analysts Discuss Trade Desk Stock
↗
June 06, 2025
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2 Large-Cap Stocks Worth Investigating and 1 to Approach with Caution
June 06, 2025
Large-cap stocks are known for their staying power and ability to weather market storms better than smaller competitors. However, their sheer size makes it more challenging to maintain high growth...
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The Trade Desk Stock Drops As Advertisers Shift To Amazon
↗
June 05, 2025
The Trade Desk Inc. (NASDAQ: TTD) shares are trading lower Thursday after an Adweek report revealed major advertisers are pulling ad dollars from its platform and moving them to Amazon's.
Via
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THE TRADE DESK INC-CLASS A (NASDAQ:TTD) – A Strong Growth Stock with a Technical Breakout Pattern
↗
June 05, 2025
THE TRADE DESK (NASDAQ:TTD) shows strong growth fundamentals and a bullish technical pattern, making it a stock to watch. High revenue growth, profitability, and a debt-free balance sheet support its...
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Sprinklr (CXM) Q1 Earnings: What To Expect
June 03, 2025
Customer experience software provider Sprinklr (NYSE:CXM) will be announcing earnings results tomorrow before market hours. Here’s what to look for.
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June 02, 2025
As the Q1 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the advertising software industry, including PubMatic (NASDAQ:PUBM) and its peers.
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Why The Trade Desk Stock Popped 40% in May
↗
June 02, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
World Trade
Cramer: Should've Told Investors To 'Pull The Trigger' On Trade Desk, Can't Believe 'How Low' Gentex Has Fallen
↗
June 02, 2025
Via
Benzinga
What To Expect From Yext’s (YEXT) Q1 Earnings
June 02, 2025
Online reputation and search platform Yext (NYSE:YEXT) will be announcing earnings results tomorrow after market close. Here’s what investors should know.
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June 01, 2025
These companies have performed at a high level and still trade at compelling prices.
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2 Growth Stocks Down 50% to Buy Right Now
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May 28, 2025
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May 28, 2025
Quality compounders are flywheels. Said differently, they’re businesses that generate heaps of profits and consistently reinvest them to produce even more profits. Rinse and repeat.
Via
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Trade Desk Silences Critics; Recovery Looks Poised to Continue
May 24, 2025
Trade Desk followed its worst quarter with one of its most promising updates. Its vastly improved new product can help it return to its distant highs long term.
Via
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Artificial Intelligence
Elon Musk Commits to Tesla. Is That a Good Thing?
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May 23, 2025
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↗
May 21, 2025
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Here's How Much $1000 Invested In Trade Desk 5 Years Ago Would Be Worth Today
↗
May 19, 2025
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Benzinga
2 Mooning Stocks with Impressive Fundamentals and 1 to Question
May 19, 2025
Great things are happening to the stocks in this article. They’re all outperforming the market over the last month because of positive catalysts such as a new product line, constructive news flow, or...
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↗
May 18, 2025
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5 Supercharged Growth Stocks I Bought During Last Month's Stock Market Crash
↗
May 17, 2025
Market downturns represent an excellent opportunity to buy quality stocks at discounted prices.
Via
The Motley Fool
Topics
Artificial Intelligence
Government
Stocks
6 Communication Services Stocks Whale Activity In Today's Session
↗
May 16, 2025
Via
Benzinga
1 Software Stock Worth Your Attention and 2 to Brush Off
May 16, 2025
Software is eating the world, and virtually no business is left untouched by it. Companies bringing it to life have been rewarded with explosive earnings growth and high valuation multiples, but the...
Via
StockStory
Topics
Stocks
1 Top Artificial Intelligence (AI) Stock Down 32% to Buy Before It Skyrockets
↗
May 15, 2025
Via
The Motley Fool
Topics
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The Trade Desk Stock Has Soared in May. Can This Momentum Continue?
↗
May 15, 2025
Shares have jumped after a big earnings beat, but the stock's lofty valuation poses risks.
Via
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Topics
Earnings
3 Top Tech Stocks That Could Make You a Millionaire
↗
May 14, 2025
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Topics
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Government
Stocks
Q1 Earnings Roundup: Zeta (NYSE:ZETA) And The Rest Of The Advertising Software Segment
May 13, 2025
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 look at how Zeta (NYSE:ZETA) and the rest...
Via
StockStory
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