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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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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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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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C3.ai, Inc.
(NY:
AI
)
8.650
-0.380 (-4.21%)
Official Closing Price
Updated: 7:00 PM EDT, May 15, 2026
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December 19, 2025
A number of stocks jumped in the afternoon session after investor optimism around artificial intelligence fueled broad market gains.
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Investors Rotate Out of Big Tech and AI: A Market Reassessment Underway
December 17, 2025
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Upland Software, Palantir Technologies, Zeta Global, Qualys, and C3.ai Stocks Trade Down, What You Need To Know
December 17, 2025
A number of stocks fell in the afternoon session after concerns grew over lofty valuations and the uncertain profitability of artificial intelligence investments.
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December 15, 2025
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Upland Software, JFrog, Elastic, C3.ai, and Tenable Shares Are Falling, What You Need To Know
December 15, 2025
A number of stocks fell in the afternoon session after investors grew increasingly concerned that the billions of dollars being invested into artificial intelligence may not generate sufficient...
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Should You Buy C3.ai Stock After Its 55% Drop in 2025? Here's What Wall Street Thinks.
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Data Infrastructure Stocks Q3 Teardown: C3.ai (NYSE:AI) Vs The Rest
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Is C3.ai Stock a Buy Now?
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Groundbreaking Research Names C3 AI a Leader in AI Platforms
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The Top 5 Analyst Questions From C3.ai’s Q3 Earnings Call
December 10, 2025
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AI: The Ocean’s New Guardian and Earth’s Environmental Sentinel
December 09, 2025
Artificial Intelligence (AI) is rapidly emerging as a pivotal force in the global effort to combat environmental degradation and foster sustainability. From the depths of the ocean to the vastness of...
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US Army: C3 AI Selected to Deliver AI Contested Logistics Solution for Combat Operations
December 09, 2025
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Business Wire
Q3 2025 Earnings Showcase Corporate Resilience Amidst AI Boom, But Future Growth Faces Scrutiny
December 09, 2025
The corporate earnings landscape as of December 9, 2025, presents a complex yet compelling narrative. While the third quarter of 2025 largely concluded with robust performance across the S&P 500,...
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1 Software Stock for Long-Term Investors and 2 We Ignore
December 07, 2025
From commerce to culture, software is digitizing every aspect of our lives. Companies bringing it to life have been rewarded with high valuation multiples that make fundraising easier, but they have...
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Is This AI Software Stock About to Have Its Nvidia Moment?
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December 05, 2025
Nvidia is the dominant player in the AI hardware market, and Palantir could occupy a similar position on the software side.
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C3.ai Stock Rises As US Taps Its Agentic AI Platform For Nationwide Health Data Overhaul — Retail Bulls See More Room To Run
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December 04, 2025
C3.ai shares rose after securing a HHS contract even as mixed earnings and analyst skepticism kept debate over the stock’s outlook alive.
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Here's How Picking AI Stocks Is Going to Change in 2026
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December 04, 2025
Everyone knew this day was coming sooner or later. Now that it's here, it's too important to ignore.
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U.S. Department of Health and Human Services Selects C3 AI as Enterprise AI Platform
December 04, 2025
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10 AI Stocks Worth Buying Right Now
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December 04, 2025
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Nasdaq, S&P 500 Futures Pause Ahead Of Key Jobs Data: Why CRM, SNOW, NFLX, MSFT, AI Are On Traders' Radar
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AI Q3 Deep Dive: Bookings Rebound, Federal Wins Offset Ongoing Revenue Decline
December 04, 2025
Enterprise AI software company C3.ai (NYSE:AI) met Wall Streets revenue expectations in Q3 CY2025, but sales fell by 20.3% year on year to $75.15 million. The company expects next quarter’s revenue to...
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C3.AI INC-A (NYSE:AI) Reports Mixed Q2 2026 Results, Beats Loss Estimates Amid Revenue Decline
↗
December 03, 2025
C3.ai's Q2 2026 results show revenue in line with estimates and a narrower-than-expected loss. Strong federal and partner bookings highlight growth, but revenue declined year-over-year.
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C3.ai (NYSE:AI) Posts Q3 CY2025 Sales In Line With Estimates
December 03, 2025
Enterprise AI software company C3.ai (NYSE:AI) met Wall Streets revenue expectations in Q3 CY2025, but sales fell by 20.3% year on year to $75.15 million. The company expects next quarter’s revenue to...
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