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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
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Sample Portfolio
Back Dated 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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Total Asset Fund (TAF)
TAF® Program
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Event Schedule
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Event Schedule
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
)
266.12
+3.22 (+1.22%)
Official Closing Price
Updated: 7:00 PM EST, Jan 7, 2026
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Salesforce, Snowflake, UiPath, iRobot, And Netflix: Why These 5 Stocks Are On Investors' Radars Today
↗
December 03, 2025
CRM, SNOW, PATH, IRBT, NFLX were among the stocks seen trending among investors on Wednesday, Dec. 3, 2025.
Via
Benzinga
Enterprise Training Video Libraries Finally Searchable as AI Documentation Platform Reports Surge in Salesforce, Workday, and Microsoft Teams Integrations
December 03, 2025
Via
AB Newswire
Topics
Artificial Intelligence
Is Palantir's Deal With Nvidia a Game Changer?
↗
December 03, 2025
The two companies are joining forces to build a comprehensive AI ecosystem.
Via
The Motley Fool
Topics
Artificial Intelligence
Small Businesses Slash 120,000 Jobs, Signaling Deepening Economic Woes and Heightened Fed Rate Cut Expectations
December 03, 2025
The U.S. labor market delivered an unexpected jolt to the economy last month, as small businesses, the traditional engine of job creation, shed a staggering 120,000 positions in November 2025. This...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Supply Chain
Salesforce Stock Jumps After Hours As Agentforce And Data 360 Fuel Strong Q3 And Bullish Full-Year Outlook
↗
December 03, 2025
Salesforce posted stronger-than-expected Q3 results and raised its full-year outlook as demand for its Agentforce and Data 360 platforms accelerated.
Via
Stocktwits
Salesforce Beats, Raises Outlook — With Informatica Deal Adding Spark
↗
December 03, 2025
Salesforce stock climbed amid Q3 earnings that topped estimates while sales guidance came in above views including Informatica.
Via
Investor's Business Daily
Salesforce Stock Surges Following Q3 Results, Raised FY26 Outlook On 'Powerful' RPO Pipeline
↗
December 03, 2025
Salesforce posts third-quarter financial results on Wednesday after the bell. Here's a rundown of the enterprise software company's report.
Via
Benzinga
Salesforce (NYSE:CRM) Reports Q3 CY2025 In Line With Expectations
December 03, 2025
CRM software giant Salesforce (NYSE:CRM) met Wall Streets revenue expectations in Q3 CY2025, with sales up 8.6% year on year to $10.26 billion. The company expects next quarter’s revenue to be around...
Via
StockStory
Salesforce Delivers Record Third Quarter Fiscal 2026 Results Driven by Agentforce & Data 360
December 03, 2025
From
Salesforce, Inc.
Via
Business Wire
Salesforce Earnings Preview
↗
December 02, 2025
Via
Benzinga
AI Blues Is Weighing On Salesforce — Could Your SaaS ETFs Be Next?
↗
December 03, 2025
AI jitters hit Salesforce, and cloud ETFs are feeling it. Here's how their CRM exposure stacks up and whether the dip is a buying opportunity.
Via
Benzinga
Topics
Artificial Intelligence
ETFs
Former Salesforce Co-CEO Bret Taylor's Startup Sierra Hits $100M ARR, Powers 95% Of Black Friday Shoppers
↗
December 03, 2025
Via
Benzinga
Should You Buy Salesforce Stock Before the Huge Investor Update?
↗
December 03, 2025
Investors are not convinced the company can hit its ambitious sales targets.
Via
The Motley Fool
Topics
Artificial Intelligence
Top Wall Street Forecasters Revamp Salesforce Expectations Ahead Of Q3 Earnings
↗
December 03, 2025
Via
Benzinga
3 High-Quality Beaten-Down Stocks to Buy Before 2026
↗
December 03, 2025
All three trade at attractive valuations.
Via
The Motley Fool
Stock Market Today: Dow Jones, S&P 500 Futures Rise As Markets Eye Rate Cut—Marvell Tech, CrowdStrike, Salesforce In Focus
↗
December 03, 2025
U.S. stock futures rose on Wednesday after modest advances on Tuesday. Futures of major benchmark indices were higher.
Via
Benzinga
Topics
Stocks
Amazon Unleashes AI Frontier Agents: A New Era of Autonomous Digital Workers
December 02, 2025
Amazon (NASDAQ: AMZN) has unveiled a groundbreaking class of AI agents, dubbed "frontier agents," capable of operating autonomously for extended periods—even days—without constant human intervention....
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Market Minute Morning Wrap-Up: Tech Leads "Everything Rally" as Rate Cut Hopes Fuel Investor Optimism
December 02, 2025
Tuesday, November 26, 2025, proved to be another day of robust gains across global stock markets, extending a multi-day rally that has captivated investors. The prevailing sentiment was one of cautious...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Derivatives
Salesforce Q3 Preview: Record Revenue Predicted, Can Shares Recover After 30% Drop In 2025?
↗
December 02, 2025
Salesforce shares are down in 2025. The company's Q3 results and Q4 guidance could see shares volatile in the last month of the year.
Via
Benzinga
Salesforce (CRM) Q3 Earnings: What To Expect
December 01, 2025
CRM software giant Salesforce (NYSE:CRM) will be reporting results this Wednesday after market close. Here’s what you need to know.
Via
StockStory
Topics
Artificial Intelligence
World Trade
Salesforce CEO Marc Benioff Just Said Gemini 3 Changed the World. Does That Make GOOGL Stock a Buy?
December 01, 2025
GOOGL's new AI model is turning heads in a hot resurgence, sparking fresh enthusiasm. So, is now the perfect time to scoop up GOOGL shares?
Via
Barchart.com
Topics
Artificial Intelligence
Salesforce Stock Price Forms A Risky Pattern Ahead Of Earnings
↗
December 01, 2025
Salesforce stock price remained under intense pressure in November as concerns about the company’s AI business continued.
Via
Talk Markets
Topics
Artificial Intelligence
Dan Ives Updates AI 30 Winner List Ahead Of 2026: SoundHound, ServiceNow, Salesforce Removed
↗
December 01, 2025
In a post on X, Ives announced adjustments to the list to highlight shifts in the companies leading the artificial intelligence sector.
Via
Stocktwits
Topics
Artificial Intelligence
Equities Weekly Outlook: Salesforce, Dollar Tree, And Frasers
↗
December 01, 2025
Salesforce reports earnings on Wednesday, December 3, as the share price trades down 32% year to date, near its 52-week low, amid nervousness about potential weaknesses in its results.
Via
Talk Markets
Stock Market Today: Nasdaq, S&P 500 Futures Down Despite Strong Black Friday Sales — NVIDIA MongoDB, Crowdstrike And Salesforce In Focus
↗
December 01, 2025
U.S. stock futures slipped Monday, pulling back after Friday's rally, which marked the fifth consecutive session of gains over the Thanksgiving weekend.
Via
Benzinga
Prediction: 2025's Second-Worst-Performing Dow Jones Stock Will Beat the Market in 2026
↗
November 30, 2025
Salesforce can still be a winning long-term investment, even if it isn't the high-octane growth stock it used to be.
Via
The Motley Fool
Topics
Artificial Intelligence
Stocks
Here's How Much You Would Have Made Owning Salesforce Stock In The Last 20 Years
↗
November 28, 2025
Via
Benzinga
Salesforce Unusual Options Activity For November 28
↗
November 28, 2025
Via
Benzinga
Rule Breaker Investing: Gratitude 2025
↗
November 28, 2025
As the final months of 2025 ebb away, it is time once again to pause, reflect, and openly acknowledge the gratitude we feel. From great companies that make great stocks possible, to the unifiers who...
Via
The Motley Fool
Dow Industrials Erase November Losses: A Beacon of Optimism Amidst Market Crossroads
November 28, 2025
The Dow Jones Industrial Average (DJIA) has staged a remarkable comeback, successfully erasing its November 2025 losses by the month's final trading day, Friday, November 28, 2025. This significant...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
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