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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
Services, Fees and Compensation
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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MVS Program
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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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Event Schedule
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Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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Adobe Systems
(NQ:
ADBE
)
293.38
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Updated: 4:15 PM EST, Feb 2, 2026
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Unpacking Q3 Earnings: Procore (NYSE:PCOR) In The Context Of Other Design Software Stocks
November 21, 2024
As the Q3 earnings season wraps, let’s dig into this quarter’s best and worst performers in the design software industry, including Procore (NYSE:PCOR) and its peers.
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Design Software Stocks Q3 Recap: Benchmarking Adobe (NASDAQ:ADBE)
November 20, 2024
Wrapping up Q3 earnings, we look at the numbers and key takeaways for the design software stocks, including Adobe (NASDAQ:ADBE) and its peers.
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A Look Back at Design Software Stocks’ Q3 Earnings: PTC (NASDAQ:PTC) Vs The Rest Of The Pack
November 19, 2024
Wrapping up Q3 earnings, we look at the numbers and key takeaways for the design software stocks, including PTC (NASDAQ:PTC) and its peers.
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Adobe Options Trading: A Deep Dive into Market Sentiment
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November 18, 2024
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Post-Election Rally Stalls, But These 3 Stocks Can Keep Going
November 18, 2024
Here's why Caterpillar, Exxon Mobil, and Adobe are post-election stock winners, leveraging a weaker dollar, energy growth, and high-margin tech trends in 2024.
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If You Invested $1000 In This Stock 10 Years Ago, You Would Have $7,000 Today
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November 06, 2024
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Behind the Scenes of Adobe's Latest Options Trends
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November 05, 2024
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Unpacking Q3 Earnings: Cadence (NASDAQ:CDNS) In The Context Of Other Design Software Stocks
November 18, 2024
As the Q3 earnings season wraps, let’s dig into this quarter’s best and worst performers in the design software industry, including Cadence (NASDAQ:CDNS) and its peers.
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3 No-Brainer Artificial Intelligence (AI) Stocks to Buy With $500 Right Now
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November 16, 2024
The AI boom still has a long way to go, and any of these three stocks offer a great way to invest in the long-term potential.
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Why Adobe (ADBE) Shares Are Getting Obliterated Today
November 15, 2024
Shares of creative software maker Adobe (NASDAQ:ADBE) fell 5.8% in the morning session after the major indices declined, with the Nasdaq down 1.9%, while the S&P fell 1.12% as markets reined in some of...
Via
StockStory
Topics
Economy
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Winners And Losers Of Q3: Unity (NYSE:U) Vs The Rest Of The Design Software Stocks
November 15, 2024
Looking back on design software stocks’ Q3 earnings, we examine this quarter’s best and worst performers, including Unity (NYSE:U) and its peers.
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Understanding Adobe's Position In Software Industry Compared To Competitors
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November 04, 2024
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How Is The Market Feeling About Adobe?
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October 28, 2024
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A Closer Look at Adobe's Options Market Dynamics
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October 24, 2024
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The Best Artificial Intelligence (AI) ETF to Invest $1,000 in Right Now
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November 14, 2024
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Q3 Earnings Recap: ANSYS (NASDAQ:ANSS) Tops Design Software Stocks
November 13, 2024
Let’s dig into the relative performance of ANSYS (NASDAQ:ANSS) and its peers as we unravel the now-completed Q3 design software earnings season.
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2 Online Educational Platforms Staging a Turnaround
November 07, 2024
Udemy and Coursera are turning around with AI-powered features and growing demand for upskilling, offering growth potential for investors in education stocks.
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Artificial Intelligence
10 Information Technology Stocks Whale Activity In Today's Session
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November 05, 2024
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Smart Money Is Betting Big In ADBE Options
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October 18, 2024
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Spotlight on Adobe: Analyzing the Surge in Options Activity
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October 16, 2024
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You'll Be Shocked at These 5 Companies Warren Buffett Could Buy With Cash Right Now
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November 05, 2024
Berkshire Hathaway has truly incredible financial flexibility right now.
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Down 19% Year to Date, Should You Buy This AI Growth Stock?
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October 30, 2024
Adobe has been one of the worst-performing, megacap tech stocks year to date.
Via
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Topics
Artificial Intelligence
Warren Buffett Has Dumped a Lot of Apple Stock Recently. Should Investors Follow His Lead?
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October 27, 2024
Apple's valuation and revenue growth aren't encouraging right now, but its long-term potential remains strong.
Via
The Motley Fool
Earnings To Watch: Cadence (CDNS) Reports Q3 Results Tomorrow
October 27, 2024
Semiconductor design software provider Cadence Design Systems (NASDAQ:CDNS) will be announcing earnings results tomorrow afternoon. Here’s what to expect.
Via
StockStory
What To Expect From Agilysys’s (AGYS) Q3 Earnings
October 27, 2024
Hospitality industry software provider Agilysys (NASDAQ:AGYS) will be reporting earnings tomorrow afternoon. Here’s what you need to know.
Via
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14 Analysts Have This To Say About Adobe
↗
October 15, 2024
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Palantir vs. Adobe: Wall Street Says to Buy One AI Stock and Sell the Other
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October 26, 2024
Both stocks are competing in the artificial intelligence tech race.
Via
The Motley Fool
Topics
Artificial Intelligence
Five Stocks, 3 Days, $12 Trillion In Market Cap. Buckle Up.
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October 24, 2024
Five S&P 500 giants report next week with huge stock market implications.
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3 Fantastic Tech Stocks to Buy Before 2024 Is Over
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October 24, 2024
CrowdStrike, Meta Platforms, and dLocal look like winning investments for 2025.
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Adobe Stock To Turn From Laggard To Leader, Analysts Highlight 'AI Monetization Opportunities' From MAX Creativity Conference
↗
October 15, 2024
A new Firefly video product and a change to revenue guidance are the highlights most discussed by analysts from Adobe's MAX Creativity Conference.
Via
Benzinga
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