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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
Total Asset Fund (TAF)
TAF sm Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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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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Salesforce
(NY:
CRM
)
152.76
-0.66 (-0.43%)
Official Closing Price
Updated: 7:00 PM EDT, Jun 24, 2026
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The Great Cloud Divide: How AI Is Reshuffling the Software Deck
↗
May 20, 2026
ServiceNow and Salesforce are charting divergent paths in the AI revolution, with one building core infrastructure and the other leveraging its massive scale.
Via
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Topics
Artificial Intelligence
Economy
Salesforce Authenticator Not Working? 7 Fixes for Users in 2026
↗
May 20, 2026
Via
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How Tableau Supports Business Reporting and Analytics
↗
May 20, 2026
Via
Talk Markets
A 5.18% Warning and a Trillion-Dollar Earnings Call Tonight
↗
May 20, 2026
Via
Chartmill
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Earnings
Why Salesforce Pardot Implementation Matters for Lead Generation
↗
May 20, 2026
Via
Talk Markets
Why Life Science Organizations Need Salesforce Consulting Solutions
↗
May 20, 2026
Via
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How Tableau Dashboards Improve Business Performance
↗
May 19, 2026
Via
Talk Markets
Choosing the Right Salesforce Development Company for Custom CRM Success
↗
May 18, 2026
Via
Talk Markets
The Forgotten AI Trade Is Back: Software ETFs Outpace QQQ As ServiceNow, Salesforce Rebound
↗
May 19, 2026
Software ETFs like IGV and WCLD are outperforming QQQ over the past month as fresh momentum builds around names like NOW and CRM.
Via
Benzinga
Topics
Artificial Intelligence
ETFs
Stocks making big moves yesterday: Coursera, Micron, Zscaler, Salesforce, and Centrus Energy
May 19, 2026
Check out the companies making headlines yesterday: Coursera (NYSE:COUR): Online learning platform Coursera (NYSE:COUR) rose by 7.5% on Monday after the comp...
Via
StockStory
Topics
Artificial Intelligence
Supply Chain
How Salesforce Adoption Dashboards Improve CRM Performance and User Engagement
↗
May 19, 2026
Via
Talk Markets
The $67 Billion Power Grab That Changes the AI Narrative
↗
May 19, 2026
Via
Chartmill
Topics
Artificial Intelligence
If You Invested $100 In Salesforce Stock 20 Years Ago, You Would Have This Much Today
↗
May 18, 2026
Via
Benzinga
Why Businesses Need Salesforce Pardot Services for Better Lead Generation
↗
May 18, 2026
Via
Talk Markets
Why Salesforce (CRM) Stock Is Trading Up Today
May 18, 2026
What Happened? Shares of CRM software giant Salesforce (NYSE:CRM) jumped 2.9% in the afternoon session after investor confidence rebounded as markets softene...
Via
StockStory
Topics
Artificial Intelligence
Government
One Lane Closed. The Whole Rate Picture Changed
↗
May 18, 2026
Via
Chartmill
Up 231%, Is RTX Proving Why It Was a Mistake for Honeywell to Replace RTX in the Dow Jones Industrial Average?
↗
May 16, 2026
Honeywell was added to the Dow for its tech focus and diversification across different end markets.
Via
The Motley Fool
Topics
Economy
Stocks
Salesforce CEO Marc Benioff Goes All-In on 'Awesome' Anthropic With $300 Million Spend, Hails Coding Agents: 'I've Never Been...'
↗
May 16, 2026
Salesforce CEO Marc Benioff said he plans to invest about $300 million in Anthropic's AI this year for coding, calling the company a fast-rising "rocket ship that will not stop."
Via
Benzinga
Topics
Artificial Intelligence
Adobe and Salesforce Stocks Trade Up, What You Need To Know
May 15, 2026
What Happened? A number of stocks jumped in the afternoon session after President Trump's state visit to Beijing lifted market sentiment across tech, with th...
Via
StockStory
Topics
Artificial Intelligence
Economy
Government
What's going on in today's session: S&P500 movers
↗
May 15, 2026
Via
Chartmill
Salesforce Received a New $72 Million Contract From the U.S. Air Force. It’s Exciting, But Not a Game-Changer for CRM Stock.
May 15, 2026
Salesforce's government win adds credibility to its AI push, yet CRM stock still hinges on whether enterprise demand accelerates.
Via
Barchart.com
Topics
Artificial Intelligence
Uncover the latest developments among S&P500 stocks in today's session.
↗
May 15, 2026
Via
Chartmill
This Under-the-Radar Tech Company Just Quietly Became One of the Most Valuable in Its Category
↗
May 15, 2026
While most investors focus on Salesforce and HubSpot, Klaviyo is becoming the go-to CRM platform for consumer brands.
Via
The Motley Fool
Microsoft, Salesforce In Focus As Gavin Newsom Proposes Tax On Digital Software Downloads In California— 'I'm Paying Sales Tax On A Lot...'
↗
May 15, 2026
California Gov. Gavin Newsom proposed taxing digital software downloads to match in-store software sales taxes.
Via
Benzinga
How Lead Conversion in Salesforce Improves Sales Performance and Business Growth
↗
May 15, 2026
Via
Talk Markets
2 Profitable Stocks to Consider Right Now and 1 Facing Challenges
May 15, 2026
Even if a company is profitable, it doesn’t always mean it’s a great investment. Some struggle to maintain growth, face looming threats, or fail to reinvest ...
Via
StockStory
Bandwidth Touts Voice AI and Salesforce Agentforce Upside at Needham Conference
↗
May 14, 2026
Bandwidth (NASDAQ:BAND) executives used an appearance at the Needham Technology and Media Conference to emphasize the company’s positioning in voice AI, its Salesforce Agentforce partnership and...
Via
MarketBeat
Topics
Artificial Intelligence
Dear Salesforce Stock Fans, Mark Your Calendars for May 27
May 14, 2026
The SaaS behemoth is set to report its Q1 2026 results on May 27. Here's what to know.
Via
Barchart.com
Topics
Artificial Intelligence
Earnings
Stocks making big moves yesterday: Nvidia, Salesforce, The Trade Desk, Wayfair, and Dynatrace
May 14, 2026
Check out the companies making headlines yesterday: Nvidia (NASDAQ:NVDA): Leading designer of graphics chips Nvidia (NASDAQ:NVDA) rose by 2.7% on Wednesday a...
Via
StockStory
Topics
Artificial Intelligence
Why Salesforce (CRM) Shares Are Falling Today
May 13, 2026
What Happened? Shares of CRM software giant Salesforce (NYSE:CRM) fell 3.3% in the afternoon session after the April PPI report sent Treasury yields to 10-mo...
Via
StockStory
Topics
Artificial Intelligence
Economy
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