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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
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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
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TAF sm Program
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Quarterly Performance Reports
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MVS Program
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Back Dated Performance Reports
Quarterly Performance Reports
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TAV Program
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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
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
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Event Schedule
Total Asset Fund (TAF sm) Presentation
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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
Tax-Free Income Seminar
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Caterpillar
(NY:
CAT
)
984.24
-38.04 (-3.72%)
Official Closing Price
Updated: 7:00 PM EDT, Jun 23, 2026
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Caterpillar Turns To Self-Driving Tractors: What Buying The 'Tesla Of Agriculture' Could Mean
↗
April 15, 2026
Caterpillar reportedly bought self-driving tractor company Monarch. Here's what that could mean for the company's technology-focused push.
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Inflation Thaw: March PPI Surprise Ignites Market Rally as Producer Prices Cool
April 15, 2026
The U.S. Producer Price Index (PPI) for March 2026 delivered a stunning "cool" surprise to Wall Street yesterday, providing a much-needed reprieve for a market that had spent the first quarter of the...
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$1000 Invested In Caterpillar 5 Years Ago Would Be Worth This Much Today
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April 14, 2026
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Inflation Thaw: March PPI Undershoots Forecasts, Pivoting Fed Rate Path into Focus
April 14, 2026
The U.S. economy received a significant dose of disinflationary news this week as the March 2026 Producer Price Index (PPI) report revealed wholesale price growth was far more subdued than economists...
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April 14, 2026
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PPI Inflation Watch: Markets await data to assess energy cost pressures
April 14, 2026
Global markets paused on April 14, 2026, as the latest Producer Price Index (PPI) report offered a complicated look at the U.S. economy's struggle with a sudden, sharp spike in energy costs. Coming...
Via
MarketMinute
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Caterpillar (CAT) Q4 2024 Earnings Call Transcript
↗
April 14, 2026
Caterpillar (CAT) Q4 2024 Earnings Call Transcript
Via
The Motley Fool
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AeroVironment, Kratos, and Mercury Systems Shares Skyrocket, What You Need To Know
April 13, 2026
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The Great 'Silicon to Steel' Rebalancing: Inside the $400 Billion AI Infrastructure Wipeout
April 13, 2026
As the second quarter of 2026 begins, the financial world is still reeling from a historic structural realignment that has fundamentally reshaped the technology landscape. What began as a localized...
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The Great Deceleration: U.S. Job Growth Stalls as Unemployment Ticks to 4.4%
April 13, 2026
The U.S. labor market has entered a precarious "low-hire, low-fire" equilibrium, with the latest March 2026 jobs report revealing a sharp deceleration in hiring. Nonfarm payrolls grew by a meager...
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The Great Rebalancing: How the 'Silicon to Steel' Rotation Reshaped Markets in Q1 2026
April 13, 2026
The first quarter of 2026 has marked a historic regime shift in global financial markets, bringing a definitive end to the unbridled "AI Gold Rush" that defined the mid-2020s. As investors fled...
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3 Profitable Stocks We Find Risky
April 13, 2026
Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today does...
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Could Trump Ignite a Stock Market Rally by Suspending Tariffs?
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April 12, 2026
The president could provide a catalyst for the stock market, but it could be only a temporary boost.
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Don't Panic Over UPS: These 2 Mega-Cap Stocks Are the Real Opportunity
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April 10, 2026
While UPS stock has disappointed, mega-cap stocks Applied Materials and Caterpillar continue to deliver.
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The Motley Fool
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Energy Shock of 2026: 12.5% YoY Surge Reshapes Market Fundamentals as Inflation Returns
April 10, 2026
The latest inflation data released this April has sent a shockwave through global markets, revealing a staggering 12.5% year-over-year surge in energy prices. This spike, the sharpest seen in over two...
Via
MarketMinute
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Oil Shock Jolts Inflation: March CPI Hits 3.3% as Markets Diverge on Fed Outlook
April 10, 2026
On this Friday, April 10, 2026, the financial world received a sobering reminder that the path to economic stability is rarely a straight line. The Bureau of Labor Statistics released the March...
Via
MarketMinute
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Caterpillar Stock Breaks Out, Shares Spared Worst Of The Market Slump
↗
April 10, 2026
Caterpillar stock poked above a buy point. So far this week shares are up more than 10%, far outpacing the market's bounce.
Via
Investor's Business Daily
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nLIGHT, Corning, Allient, Bel Fuse, and Belden Stocks Trade Up, What You Need To Know
April 09, 2026
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AZZ, Resideo, and Apogee Shares Skyrocket, What You Need To Know
April 09, 2026
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Why Orion (ORN) Stock Is Trading Up Today
April 09, 2026
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Why Construction Partners (ROAD) Stock Is Trading Up Today
April 09, 2026
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MYR Group (MYRG) Stock Trades Up, Here Is Why
April 09, 2026
What Happened? Shares of electrical construction and infrastructure services provider MYR Group (NASDAQ:MYRG) jumped 4.6% in the afternoon session after the ...
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Why Are Quanex (NX) Shares Soaring Today
April 09, 2026
What Happened? Shares of building products company Quanex (NYSE:NX) jumped 5.3% in the afternoon session after traders grew more optimistic that the two-week...
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Why American Woodmark (AMWD) Stock Is Trading Up Today
April 09, 2026
What Happened? Shares of cabinet manufacturing company American Woodmark (NASDAQ:AMWD) jumped 2.6% in the afternoon session after traders grew more optimisti...
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Labor Market Resilience: March Jobs Report Shatters Forecasts as Healthcare and Construction Lead the Charge
April 09, 2026
The U.S. labor market delivered a stunning performance in March 2026, adding 178,000 jobs and soundly defeating economist projections that had braced for a far more tepid expansion. With a consensus...
Via
MarketMinute
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Richardson Electronics (RELL) Stock Trades Up, Here Is Why
April 09, 2026
What Happened? Shares of electronics distributor Richardson Electronics (NASDAQ:RELL) jumped 14% in the morning session after investors continued to react po...
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Compare Kubota SVL to Top CTLs | Earthmoving MSU
April 09, 2026
Via
AB Newswire
Topics
Energy
Goldman Sachs, Caterpillar Lead DIA ETF Gains In Dow's Strongest Session In A Year
↗
April 09, 2026
The Dow Jones delivered its strongest daily performance in a year on April 8, surging more than 1,300 points.
Via
Benzinga
Topics
ETFs
Stocks
Caterpillar Taps Veteran Insider Kyle Epley As CFO
↗
April 09, 2026
Caterpillar (CAT) announces CFO Andrew Bonfield's retirement. Kyle Epley to succeed him in a planned transition. Get the full details here.
Via
Benzinga
Topics
Retirement
Amazon’s Project Kuiper Goes Live: Enterprise Beta Begins as Amazon Eyes $20B Satellite Revenue
April 08, 2026
SEATTLE — In a milestone that fundamentally reshapes the global telecommunications landscape, Amazon (NASDAQ: AMZN) has officially initiated the commercial beta phase of Project Kuiper. As of April 8,...
Via
MarketMinute
Topics
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