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home
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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
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TAF sm Program
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Back Dated Performance Reports
Quarterly Performance Reports
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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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Investing During Uncertain Times
Read FULL Seminar Here
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Salesforce
(NY:
CRM
)
192.74
+5.97 (+3.20%)
Official Closing Price
Updated: 7:00 PM EDT, Aug 7, 2026
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Hormuz Goes Quiet, Software Wakes Up, and Burry Picks a Side
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June 28, 2026
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Salesforce Grants Equity Awards to Momentum Under Its Inducement Equity Incentive Plan
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June 25, 2026
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Salesforce Stock Is at a 3-Year Low. Should Investors Consider Buying?
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June 25, 2026
Investors' fears are dragging down the stock, but the company's finances are still strong.
Via
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Salesforce vs. ServiceNow: What Do Their Revenue Trends Tell Investors?
↗
June 25, 2026
Salesforce maintains a larger revenue base, while ServiceNow posts steadier gains each quarter. Explore how their financial paths have diverged.
Via
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I Correctly Predicted Alphabet Would Join the Dow Jones Industrial Average in June. Here's What the Index Shake-Up Means for Investors.
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How HyphenX Solutions Delivers End-to-End Salesforce CRM Implementation Services for Startups
↗
June 24, 2026
HyphenX Solutions (hyphenxsolutions.com) is a certified Salesforce CRM partner based in Jaipur, India, built specifically to serve the unique needs of Indi
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Why Salesforce Stock Bumped Higher on a Lousy Tuesday for the Market
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June 23, 2026
An analyst reiterated his very sunny outlook on the CRM king's future.
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Artificial Intelligence
$1000 Invested In Salesforce 20 Years Ago Would Be Worth This Much Today
↗
June 23, 2026
Salesforce (NYSE:CRM) has outperformed the market over the past 20 years by 7.83% on an annualized basis producing an average annual return of 16.98%. Currently, Salesforce has a market capitalization...
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Anthropic Launches Claude Tag, As AI Takes On Tasks Across Slack Channels
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June 23, 2026
Anthropic is introducing Claude Tag, a Slack-based feature that lets teams assign work to Claude inside shared channels.
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Uncover the latest developments among dow jones stocks in today's session.
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June 23, 2026
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Exploring the top movers within the dow jones index during today's session.
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Salesforce or ServiceNow: Who Will Lead AI in Business?
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June 23, 2026
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Why Salesforce (CRM) Shares Are Sliding Today
June 22, 2026
What Happened? Shares of CRM software giant Salesforce (NYSE:CRM) fell 1.8% in the afternoon session after a confluence of high-profile AI talent departures ...
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Artificial Intelligence
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June 22, 2026
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Top dow jones movers in Monday's session
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June 22, 2026
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VCARB Partners with Salesforce to Supercharge Fan Engagement with AI, Deploying Agentforce 360
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SpaceX Was Just the Beginning—2 More Massive IPOs Are on Deck
↗
June 21, 2026
SpaceX's IPO debut offers a template for trading Anthropic and OpenAI's expected Q4 2026 IPOs, including proxy vehicles, supply chain plays, and software sector rotation.
Via
MarketBeat
Topics
Economy
Initial Public Offering
Regulatory Compliance
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June 18, 2026
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Deal Dispatch: Yum! Brands Sells Pizza Hut, Fox Corp. Buys Roku For $22 Billion, Salesforce Acquires Fin
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June 18, 2026
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June 18, 2026
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DataGroomr Now Powered by ZoomInfo's GTM.AI as the Context Layer for Salesforce Data Quality
June 18, 2026
Via
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4 Stocks I Would Sell Before It's Too Late
↗
June 18, 2026
Not every stock deserves a permanent spot in your portfolio. Here's the framework I use to decide when it's time to move on.
Via
The Motley Fool
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