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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
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contact us
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Fixed Income Portfolio (FIP)
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Services, Fees and Compensation
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Back Dated Performance Reports
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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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Market Value Securities (MVS sm) Presentation
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Investing During Uncertain Times
Read FULL Seminar Here
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Salesforce
(NY:
CRM
)
260.41
+3.76 (+1.47%)
Official Closing Price
Updated: 7:00 PM EDT, Oct 31, 2025
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Palantir's 100x Revenue Multiple 'Inspired' Billionaire Marc Benioff, Maybe CRM Is 'Not Charging Enough,' Says Salesforce CEO
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Salesforce CEO Marc Benioff praised Palantir's market positioning and premium pricing model, despite the size difference between the two companies.
Via
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The AI Ascension: How Artificial Intelligence is Reshaping the 2025 Global Market Landscape
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The global technology landscape is undergoing a seismic shift driven by an intense and escalating competition in Artificial Intelligence. Tech titans like NVIDIA (NASDAQ: NVDA), Microsoft (NASDAQ:...
Via
MarketMinute
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Best Undervalued Growth Stocks: Salesforce Stock vs. Lululemon Stock
September 12, 2025
Salesforce and Lululemon face difficult challenges that investors are not completely confident they can overcome.
Via
The Motley Fool
1 Volatile Stock to Target This Week and 2 We Avoid
September 12, 2025
Volatility cuts both ways - while it creates opportunities, it also increases risk, making sharp declines just as likely as big gains. This unpredictability can shake out even the most experienced...
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3 Reasons Wall Street Could Be Wrong About Salesforce Stock
September 11, 2025
Salesforce is the global leader in customer relationship management software. It helps companies manage sales, marketing, customer service, and now AI-powered workflows.
Via
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AI's Double-Edged Sword: Oracle's Layoffs Signal a New Era for the Labor Market
September 11, 2025
The global labor market is experiencing a profound transformation, driven by the relentless march of Artificial Intelligence. In a stark demonstration of this shift, technology behemoth Oracle (NYSE:...
Via
MarketMinute
Topics
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Workforce
The Dawn of Agentic AI: Autonomous Systems Poised to Reshape Industries and Redefine Work
September 11, 2025
The financial world is abuzz with the emergence of "agentic AI," a revolutionary leap in artificial intelligence that promises to transform the operational fabric of nearly every sector. Unlike their...
Via
MarketMinute
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Fraud
Oracle's Silent Shake-Up: Over 3,000 Jobs Cut to Fuel Ambitious AI Dreams
September 11, 2025
Oracle Corporation (NYSE: ORCL) has quietly undertaken a significant strategic overhaul, eliminating over 3,000 jobs globally as it aggressively pivots to fund its burgeoning Artificial Intelligence...
Via
MarketMinute
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Economy
Workforce
Impending Rate Cuts: A Seismic Shift for Markets and Industries
September 11, 2025
The financial world is abuzz with anticipation as a significant monetary policy shift looms on the horizon. As of September 2025, global financial markets are increasingly certain that major central...
Via
MarketMinute
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Economy
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September's Shadow: Will 2025's Resilient Market Defy the Famed 'September Effect'?
September 11, 2025
As the leaves begin to turn and the summer fades, a familiar whisper echoes through the financial markets: the "September Effect." This historically observed phenomenon posits a tendency for stock...
Via
MarketMinute
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Palantir's Rally Is Replaying Cisco's Dot-Com Setup—And That Ended Brutally
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Wall Street's AI fever crowns Palantir as the new star with a $396B market cap and 93x ARR multiple. But is this a hype or history in the making?
Via
Benzinga
Topics
Artificial Intelligence
PayPal Crypto Executive Steve Everett Calls Startup's Stablecoin-Powered Agent Network A 'Killer Combination' For Global Commerce
September 10, 2025
Via
Benzinga
Salesforce and Fastly Stocks Trade Down, What You Need To Know
September 10, 2025
A number of stocks fell in the afternoon session after markets pulled back, reversing early gains, as investor sentiment remained cautious despite a softer-than-expected inflation reading.
Via
StockStory
Topics
Artificial Intelligence
Economy
Looking Into Salesforce's Recent Short Interest
September 10, 2025
Via
Benzinga
Salesforce’s Q2 Earnings Call: Our Top 5 Analyst Questions
September 10, 2025
Salesforce’s second-quarter results outpaced Wall Street expectations on both revenue and non-GAAP profitability, but the market reacted negatively amid concerns about future growth rates. Management...
Via
StockStory
Topics
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Earnings
A Motley Fool 5-Stock Sampler 10 Years Later
September 08, 2025
Rule Breaker investing isn't just about keeping score; it's about learning how (and why) we win.
Via
The Motley Fool
Why I Like Salesforce Stock More Than HubSpot or Monday.com
September 08, 2025
When assessing direct challengers like HubSpot or Monday.com, Salesforce emerges as the standout. Here's why.
Via
Benzinga
AI-Driven M&A Frenzy Reshapes Tech Landscape, Setting New Records in 2025
September 08, 2025
The year 2025 is rapidly cementing its place in financial history as an unprecedented period for merger and acquisition (M&A) activity within the technology sector. A record-setting surge in deal...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Intellectual Property
Gene Munster Thinks Elon Musk Should Combine Tesla With xAI To Achieve 'Fairy Tale' Ending With $8.5 Trillion Market Cap
September 08, 2025
Gene Munster says Tesla should merge with xAI for $8.5T market cap as xAI's research can help Tesla's products.
Via
Benzinga
Salesforce Shares Dip Despite Solid Revenue and Earnings Growth. Should Investors Buy the Dip or Run for the Hills?
September 07, 2025
Salesforce shares are getting very cheap.
Via
The Motley Fool
Topics
Artificial Intelligence
Why C3.ai Plunged in August
September 06, 2025
The AI software company sank on the back of reduced guidance and the replacement of its CEO.
Via
The Motley Fool
Topics
Artificial Intelligence
Should Stock Market Investors Buy Salesforce Stock on the Dip?
September 06, 2025
Investors are growing impatient with Salesforce and its AI products.
Via
The Motley Fool
Topics
Artificial Intelligence
Why Salesforce Stock Bumped Almost 3% Higher Today
September 05, 2025
Although the CRM specialist isn't considered a dividend stock, investors sure appreciate when it announces a new distribution.
Via
The Motley Fool
Tech Sector's Dual Narrative: AI Powerhouses Soar While Others Grapple with Growth Headwinds
September 05, 2025
The technology sector is currently navigating a period of profound transformation, characterized by the continued ascendancy of artificial intelligence (AI) innovation even as broader market volatility...
Via
MarketMinute
Topics
Artificial Intelligence
U.S. Corporate Earnings Soar in 2025, Defying Economic Headwinds
September 05, 2025
U.S. corporations have delivered a remarkably strong performance across the first three quarters of 2025, consistently surpassing Wall Street's earnings estimates and injecting a much-needed jolt of...
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
Salesforce Stumbles, But Investors Eye a Major Comeback
September 05, 2025
Salesforce's Q2 results and guidance highlight the business quality, cash flow, and reliability: attractive qualities for long-term investors interested in AI.
Via
MarketBeat
10 Information Technology Stocks Whale Activity In Today's Session
September 05, 2025
Via
Benzinga
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