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home
about us
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Firm ADV PDFs
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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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Back Dated Performance Reports
Quarterly Performance Reports
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Back Dated 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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Event Schedule
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Total Asset Market (TAM sm) Presentation
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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Autodesk
(NQ:
ADSK
)
207.48
+7.72 (+3.86%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Jul 2, 2026
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All News about Autodesk
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Autodesk Inc (NASDAQ:ADSK) Emerges as a Top Affordable Growth Stock with Strong Fundamentals
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Spotting Winners: Autodesk (NASDAQ:ADSK) And Design Software Stocks In Q1
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Stock Of The Day: Is This The Bottom For Autodesk?
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June 15, 2026
Autodesk (ADSK) shares are both oversold and at support; This dynamics can set the stage for a move higher.
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June 12, 2026
ADSK stock ticks higher premarket after a 7% plunge. With shares hovering near 52-week lows, is Autodesk sizing up a key technical rebound?
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Autodesk Says MaintainX Deal Opens Door to $40 Billion Operations Market
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June 04, 2026
Autodesk (NASDAQ:ADSK) executives said the company’s recently announced acquisition of MaintainX is intended to extend its software strategy from design and construction into the operations phase of an...
Via
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The Top 5 Analyst Questions From Autodesk’s Q1 Earnings Call
June 04, 2026
Autodesk’s first quarter results for 2026 showed strong year-on-year growth, but the market responded negatively, reflecting concerns about execution and the...
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1 Growth Stock Set to Flourishand 2 We Ignore
June 04, 2026
Growth is a hallmark of all great companies, but the laws of gravity eventually take hold. Those who rode the COVID boom and ensuing tech selloff in 2022 wil...
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Autodesk CFO Says MaintainX Deal Extends AI Push Across Asset Lifecycle
↗
June 03, 2026
Autodesk (NASDAQ:ADSK) Chief Financial Officer Janesh Moorjani said the company’s recent business model changes and planned acquisition of MaintainX are intended to position the design software maker...
Via
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How PDF to Revit Conversion Boosts BIM Efficiency
↗
June 03, 2026
Converting PDF documents to Revit models enhances Building Information Modeling (BIM) workflows by automating manual drafting, reducing human error, and ac
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Wall Street has set ambitious price targets for the stocks in this article. While this suggests attractive upside potential, it’s important to remain skeptic...
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Benzinga Bulls And Bears: Salesforce, Ford, Autodesk — And S&P 500 Extends Rally To Ninth Week
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May 30, 2026
Benzinga examined the prospects for many investors' favorite stocks over the last week — here's a look at some of our top stories.
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Friday's session: top gainers and losers in the S&P500 index
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May 29, 2026
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Autodesk Gains Analyst Backing, But MaintainX Deal Faces Scrutiny
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May 29, 2026
Autodesk topped quarterly expectations and raised guidance, but investor attention shifted to the $3.6 billion MaintainX acquisition and its potential impact on execution and margins.
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E57 to BIM Services: Transforming Point Cloud Data into Intelligent BIM Models
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May 29, 2026
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