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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
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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
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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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Additional Information
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Event Schedule
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Market Value Securities (MVS sm) Presentation
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Calendar of Events
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Investing During Uncertain Times
Read FULL Seminar Here
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Salesforce
(NY:
CRM
)
152.76
-0.66 (-0.43%)
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Updated: 7:00 PM EDT, Jun 24, 2026
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Why Data Migration in Salesforce Is Critical for Business Growth
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May 28, 2026
Businesses today generate massive amounts of customer, operational, and sales data across multiple platforms. As organizations grow, managing disconnected
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Salesforce Announces Quarterly Dividend
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Down More Than 30% This Year, Could Salesforce Be an Underrated Artificial Intelligence Stock to Buy Right Now?
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May 28, 2026
Salesforce's recent quarterly results beat expectations, but the stock hasn't gotten a boost just yet.
Via
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Salesforce Inc (NYSE:CRM) Delivers Record First Quarter, But Guidance Fails to Impress
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May 27, 2026
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Salesforce Q1 Results 'Uninspiring': 'Nothing To Dispel The AI Threat Narrative'
↗
May 28, 2026
Salesforce analysts aren't impressed with Q1 results. Some lower price targets, while others look ahead to the second half of the year for a potential rebound.
Via
Benzinga
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Artificial Intelligence
Salesforce CEO Marc Benioff Just Declared War On Traditional SaaS
↗
May 28, 2026
Salesforce CEO Marc Benioff says software belongs to AI agents, not traditional SaaS platforms that "make humans do all the work."
Via
Benzinga
Topics
Artificial Intelligence
Salesforce (CRM) Q1 2027 Earnings Transcript
↗
May 28, 2026
Salesforce (CRM) Q1 2027 Earnings Transcript
Via
The Motley Fool
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Artificial Intelligence
Snowflake, Salesforce And Marvell All Pushed AI Hard — Only One Stock Exploded Higher
↗
May 28, 2026
Snowflake shares surged while Salesforce and Marvell slipped after earnings, revealing what Wall Street may now want from AI companies: monetization.
Via
Benzinga
Topics
Artificial Intelligence
CRM Stock Is Down More Than 30% This Year, But Marc Benioff Says Salesforce's Blowout $11.1 Billion Quarter May Be A 'Sign'
↗
May 28, 2026
Salesforce CEO Marc Benioff links strong Q1 revenue and agentic AI growth to its 1-1-1 philanthropic model.
Via
Benzinga
Topics
Artificial Intelligence
Salesforce Puts Cash To Work As Investors Await Growth Reacceleration
↗
May 28, 2026
Salesforce bought $25 billion of its shares in Q1, part of a $50 billion buyback.
Via
Investor's Business Daily
Stock Market Today: S&P 500, Dow Futures Decline As US And Iran Exchange Strikes— Snowfalke, Salesforce, Costco In Focus
↗
May 28, 2026
U.S. stock futures fell on Thursday, after a higher close on Wednesday, as all indices ended marginally higher, but the small-cap index, the Russell 200 declined.
Via
Benzinga
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Why Data Analytics Is the Hottest Career in Bangalore Right Now
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May 28, 2026
If you're planning to learn Data Analytics in Bangalore, choosing the right course is important. With so many institutes, certifications, and training opti
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'It's Gung-Ho, Folks' - Dimon Lets Loose While the Chip Rally Catches Its Breath and AI Earnings Deliver the Real Verdict
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May 28, 2026
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Salesforce CEO Brushes Off 'SaaSpocalypse' As CRM Stock Slides Despite 60% Surge In Premium AI Deals
↗
May 28, 2026
Salesforce stock dipped on legacy softness, but CEO Benioff dismissed 'SaaSpocalypse' fears as premium AI bookings surged 60% in Q1.
Via
Benzinga
Topics
Artificial Intelligence
How Zendesk to Salesforce Cloud Migration Improves Customer Service Automation
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May 28, 2026
Modern businesses rely heavily on customer service platforms to manage support operations, improve customer experiences, and streamline communication acros
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Talk Markets
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Artificial Intelligence
Best Salesforce Automation Strategies to Improve Sales Productivity
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May 28, 2026
In today’s fast-moving digital business environment, companies are constantly looking for smarter ways to improve sales productivity, streamline workflows,
Via
Talk Markets
Topics
Artificial Intelligence
CRM Q1 Deep Dive: AI-Led Product Adoption and Platform Expansion Drive Results
May 28, 2026
CRM software giant Salesforce (NYSE:CRM) reported Q1 CY2026 results topping the market’s revenue expectations, with sales up 13.3% year on year to $11.13 bil...
Via
StockStory
Topics
Artificial Intelligence
How Salesforce Pardot Services Streamline Lead Nurturing and Sales Alignment
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May 28, 2026
The businesses need more than just lead generation strategies to achieve sustainable growth. Companies must focus on nurturing leads effectively while main
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2 Cash-Producing Stocks Worth Your Attention and 1 We Avoid
May 28, 2026
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Why Businesses Need a Salesforce Customization Company for Scalable CRM Solutions
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May 27, 2026
IntroductionIn today’s competitive business environment, companies need advanced customer relationship management solutions that align perfectly with their
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Snowflake, Nebius, Salesforce, Marvell Technology, And Astrotech Corp: Why These 5 Stocks Are On Investors' Radars Today
↗
May 27, 2026
Major U.S. indices closed higher on Wednesday, with the Dow Jones Industrial Average gaining 0.36% to 50,644.28.
Via
Benzinga
Topics
Stocks
Salesforce Q1 Earnings Call Highlights
↗
May 27, 2026
Salesforce (NYSE:CRM) reported what executives described as an “outstanding” fiscal 2027 first quarter, highlighting double-digit revenue growth, margin expansion, strong cash flow and accelerating...
Via
MarketBeat
Topics
Artificial Intelligence
Earnings
Salesforce Tops Estimates In Q1, Shares Wobble On Soft Revenue Outlook
↗
May 27, 2026
Salesforce (NYSE:CRM) reports financial results for the first quarter of fiscal 2027 after the closing bell on Wednesday.
Via
Benzinga
Salesforce Earnings, Revenue Beat. Software Stock Falls On Guidance.
↗
May 27, 2026
Salesforce stock fell on disappointing guidance while Q1 earnings and revenue beat estimates as artificial intelligence products gained traction.
Via
Investor's Business Daily
Topics
Artificial Intelligence
Salesforce’s (NYSE:CRM) Q1 CY2026 Sales Beat Estimates
May 27, 2026
CRM software giant Salesforce (NYSE:CRM) announced better-than-expected revenue in Q1 CY2026, with sales up 13.3% year on year to $11.13 billion. The company...
Via
StockStory
Topics
Earnings
Salesforce Delivers Record First Quarter Fiscal 2027 Results
May 27, 2026
From
Salesforce, Inc.
Via
Business Wire
Top dow jones movers in Wednesday's session
↗
May 27, 2026
Via
Chartmill
AI Earnings Test: Salesforce, Snowflake, Marvell, HP Report After The Bell
↗
May 27, 2026
Wall Street checks AI demand with CRM, SNOW, MRVL, HPQ earnings reports after Wednesday's closing bell.
Via
Benzinga
Topics
Artificial Intelligence
Why Businesses Are Migrating from MS Dynamics to Salesforce for Improved Customer Management
↗
May 27, 2026
VALiNTRY360 has guided hundreds of businesses through one of the most impactful decisions a company can make: leaving behind a CRM that no longer serves th
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Talk Markets
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