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home
about us
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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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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
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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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Event Schedule
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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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Salesforce
(NY:
CRM
)
181.96
-1.06 (-0.58%)
Official Closing Price
Updated: 4:10 PM EDT, Mar 25, 2026
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Fee-Fi-Fo-Fum: Will OpenAI Be The Giant That Eats Software Companies?
↗
October 16, 2025
Wall Street is debating how big a threat OpenAI and its portfolio of artificial intelligence products pose to enterprise software companies.
Via
Investor's Business Daily
Topics
Artificial Intelligence
Where Salesforce Stands With Analysts
↗
October 16, 2025
Via
Benzinga
Salesforce and Google Expand Strategic Partnership with Deeper Integrations Across Agentforce 360 and Gemini Enterprise
October 16, 2025
From
Salesforce
Via
Business Wire
Salesforce Stock Climbs On Fiscal 2030 Financial Guidance Amid AI Push
↗
October 16, 2025
The Dow giant's guidance calls for 10% organic subscription revenue growth.
Via
Investor's Business Daily
Topics
Artificial Intelligence
Stocks
Dow Futures Rise Following Strong Bank Earnings: TSM, CRM, NIO, HPE Among Stocks To Watch
↗
October 16, 2025
Via
Stocktwits
Topics
Stocks
Salesforce Stock Rises After-Hours: Retail Traders Cheer Positive Long-Term Outlook
↗
October 15, 2025
Via
Stocktwits
Salesforce Doubles Down On AI Push With OpenAI, Stripe Partnerships
↗
October 14, 2025
Via
Stocktwits
Topics
Artificial Intelligence
Stock Market Today: Nasdaq, S&P 500 Futures Rise—Salesforce, Hewlett-Packard Enterprise, Charles Schwab In Focus
↗
October 16, 2025
U.S. stock futures rose on Thursday following Wednesday’s mixed moves. Futures of major benchmark indices were higher.
Via
Benzinga
Topics
Stocks
This Drug Discovery Stock Is Leading the Charge In Bringing AI to Healthcare. But Is It a Buy?
↗
October 16, 2025
All of the top 20 drugmakers have a subscription with this software business.
Via
The Motley Fool
Topics
Artificial Intelligence
Salesforce Stock Jumps 3.6% After-Hours As Company Sets $60 Billion Revenue Goal By 2030
↗
October 16, 2025
Salesforce's stock surged 3.56% in after-hours trading following its Investor Day and major growth announcements.
Via
Benzinga
Hims & Hers, Salesforce, Omeros, United Airlines, And Sea Ltd: Why These 5 Stocks Are On Investors' Radars Today
↗
October 15, 2025
Major U.S. indices ended mixed on Wednesday, with the Dow Jones Industrial Average slipping 0.04% to 46,253.31.
Via
Benzinga
Topics
Stocks
Salesforce Announces New FY30 Revenue Target of $60B+, 10% Organic FY26-FY30 CAGR
October 15, 2025
From
Salesforce
Via
Business Wire
If You Invested $100 In Salesforce Stock 20 Years Ago, You Would Have This Much Today
↗
October 15, 2025
Via
Benzinga
Salesforce Unlocks $100 Million Annual Savings with AI-Powered Customer Support, Reshaping Enterprise Efficiency
October 15, 2025
San Francisco, CA – October 15, 2025 – In a landmark announcement at its annual Dreamforce conference yesterday, October 14, 2025, Salesforce (NYSE: CRM) revealed it is achieving a staggering $100...
Via
TokenRing AI
Topics
Artificial Intelligence
Salesforce and AWS Forge Ahead: Securing the Agentic Enterprise with Advanced AI
October 15, 2025
In a landmark collaboration poised to redefine enterprise operations, technology giants Salesforce, Inc. (NYSE: CRM) and Amazon.com, Inc. (NASDAQ: AMZN) have significantly deepened their strategic...
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Anthropic Unleashes Cheaper, Faster AI Models, Projecting $26 Billion Revenue Surge by 2026
October 15, 2025
San Francisco, CA – October 15, 2025 – In a strategic move set to reshape the competitive landscape of artificial intelligence, US tech startup Anthropic has unveiled its latest generation of AI...
Via
TokenRing AI
Topics
Artificial Intelligence
10 Information Technology Stocks Whale Activity In Today's Session
↗
October 15, 2025
Via
Benzinga
Salesforce, ServiceNow Heading For Agentic AI Enterprise Software Battle
↗
October 15, 2025
A heavyweight battle is brewing in the enterprise software market.
Via
Investor's Business Daily
Topics
Artificial Intelligence
CORRECTING and REPLACING Salesforce and OpenAI Partner Across Enterprise Work and Commerce
October 14, 2025
From
Salesforce
Via
Business Wire
What's Happening To Salesforce Stock Today?
↗
October 14, 2025
Shares of Salesforce (NASDAQ: CRM) are falling Tuesday morning. The stock initially traded higher after the company announced a partnership with OpenAI. Here's what you need to know.
Via
Benzinga
The Paradoxical Ascent: Gold and AI Stocks Rally in Tandem, Signaling a Market at a Crossroads
October 14, 2025
The financial markets are currently witnessing a perplexing and unprecedented phenomenon: the simultaneous, robust rally of both gold, a traditional safe-haven asset, and Artificial Intelligence (AI)...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
Decoding Salesforce's Options Activity: What's the Big Picture?
↗
October 14, 2025
Via
Benzinga
Market Minute: Owens Corning, CNH Industrial, and Klaviyo Stocks Plunge to 52-Week Lows Amidst Sector Headwinds
October 14, 2025
New York, NY – October 14, 2025 – In a notable display of market volatility, shares of building materials giant Owens Corning (NYSE: OC), agricultural and construction equipment manufacturer CNH...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
3 Stocks to Sell
↗
October 14, 2025
I recently sold all three of these stocks.
Via
The Motley Fool
Salesforce Announces Support for Agentic Commerce Protocol in Collaboration with Stripe
October 14, 2025
From
Salesforce
Via
Business Wire
Anthropic and Salesforce Expand Strategic Partnership to Deliver Trusted AI for Regulated Industries
October 14, 2025
From
Salesforce
Via
Business Wire
Williams-Sonoma, Inc. Deploys Salesforce Agentforce 360 Across Its Brand Portfolio, Elevating Its Premium Customer Support and Experiences to the Next Level
October 14, 2025
From
Salesforce
Via
Business Wire
3 No-Brainer Artificial Intelligence (AI) Stocks to Buy Now With $300
↗
October 14, 2025
The market may be underestimating the potential for artificial intelligence (AI) advancements to impact these stocks.
Via
The Motley Fool
Topics
Artificial Intelligence
Unpacking the Latest Options Trading Trends in Salesforce
↗
October 13, 2025
Via
Benzinga
Salesforce's AI-Powered Resurgence: A Deep Dive into Strategic Growth and Market Potential
October 13, 2025
Salesforce (NYSE: CRM), the undisputed leader in the customer relationship management (CRM) market, is currently demonstrating a significant recovery trajectory, propelled by aggressive investments in...
Via
MarketMinute
Topics
Artificial Intelligence
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