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Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
TAM
Event Schedule
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
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
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Cognizant Technology Solutions
(NQ:
CTSH
)
85.57
+0.15 (+0.18%)
Streaming Delayed Price
Updated: 4:00 PM EST, Dec 26, 2025
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Curious about which S&P500 stocks are generating unusual volume on Friday? Find out below.
↗
December 19, 2025
Let's take a closer look at the S&P500 stocks with an unusual volume in today's session on Friday. Stay informed about the market activity below.
Via
Chartmill
The ADR Mirage: Infosys Trading Halt Exposes the 'Mystery Moves' and Structural Faults of Foreign Listings
December 19, 2025
On the morning of December 19, 2025, the New York Stock Exchange was blindsided by a "mystery move" that sent shockwaves through the international tech sector. Infosys (NYSE: INFY), a bellwether for...
Via
MarketMinute
Topics
Energy
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Whistleblower
Oracle's Q2 FY2026 Earnings: High Stakes as Market Awaits Cloud and AI Performance
December 10, 2025
As Wednesday, December 10, 2025, draws to a close, the financial world holds its breath for the highly anticipated release of Oracle's (NYSE: ORCL) fiscal second-quarter 2026 earnings report. While the...
Via
MarketMinute
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Artificial Intelligence
Earnings Scheduled For October 29, 2025
↗
October 29, 2025
Via
Benzinga
Healthcare AI Exits Pilot Phase, Enters Production Deployment
December 12, 2025
Issued on behalf of VentriPoint Diagnostics Ltd.
From
Equity Insider
Via
GlobeNewswire
The Next Wave Of AI Winners? Investors Shift Focus Beyond Nvidia
↗
November 17, 2025
Goldman Sachs says investors are shifting toward companies quietly using AI to cut costs and drive productivity-led growth.
Via
Benzinga
Topics
Artificial Intelligence
Microsoft's AI Ascendancy and Cloud Dominance Drive Market Movement
October 30, 2025
REDMOND, WA – October 30, 2025 – Today, technology titan Microsoft (NASDAQ: MSFT) stands out as a significant market mover, with its stock performance reflecting a confluence of strategic advancements...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
AI Gold Rush Ignites Tech Sector: Alphabet Soars, Nasdaq Hits New Highs
October 29, 2025
The U.S. stock market closed on a high note today, October 29, 2025, with the S&P 500 Technology Sector spearheading a powerful rally that propelled the Nasdaq Composite to unprecedented all-time...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
Uncover the latest developments among S&P500 stocks in today's session.
↗
October 29, 2025
Stay informed about the performance of the S&P500 index one hour before the close of the markets on Wednesday. Uncover the top gainers and losers in today's session for valuable insights.
Via
Chartmill
These S&P500 stocks have an unusual volume in today's session
↗
October 29, 2025
Curious about which S&P500 stocks are generating unusual volume on Wednesday? Find out below.
Via
Chartmill
Cognizant CEO Reportedly Touts Transition To ‘AI Builder’ As Stock Rises After Q3 Results
↗
October 29, 2025
Cognizant CEO Ravi Kumar told CNBC that the company is entering a new phase of AI transformation, shifting from a traditional IT integrator to an “AI builder.”
Via
Stocktwits
Topics
Artificial Intelligence
Explore the top gainers and losers within the S&P500 index in today's session.
↗
October 29, 2025
Let's have a look at what is happening on the US markets in the middle of the day on Wednesday. Below you can find the top S&P500 gainers and losers in today's session.
Via
Chartmill
These S&P500 stocks are gapping in today's session
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October 29, 2025
Stay updated with the S&P500 gap up and gap down stocks on Wednesday. Get a glimpse of the market's movement during today's session.
Via
Chartmill
Which S&P500 stocks are moving before the opening bell on Wednesday?
↗
October 29, 2025
As the US market prepares to open on Wednesday, let's get an early glimpse into the pre-market session and identify the S&P500 stocks leading the pack in terms of gains and losses.
Via
Chartmill
Cognizant Tech Solutions-A (NASDAQ:CTSH) Reports Q3 2025 Earnings Beat Amid Muted Market Reaction
↗
October 29, 2025
Cognizant Q3 2025 earnings beat EPS estimates with $1.39 per share, while revenue of $5.42B slightly missed. The stock dipped in pre-market trading.
Via
Chartmill
Topics
Earnings
A Glimpse of Cognizant Tech Solns's Earnings Potential
↗
October 28, 2025
Via
Benzinga
ASGN Shares Plummet 7.8% Following Mixed Q3 Earnings and Cautious Q4 Outlook
October 23, 2025
Shares of ASGN Incorporated (NYSE: ASGN), a leading provider of IT services and solutions, experienced a sharp decline of 7.8% on October 23, 2025. This significant downward movement was primarily...
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
YouTube Unveils Groundbreaking AI Likeness Detection System to Combat Deepfakes and Empower Creators
October 22, 2025
SAN BRUNO, CA – October 22, 2025 – In a landmark move poised to redefine online content safety, YouTube (NASDAQ: GOOGL) has officially launched its advanced AI-powered likeness detection system....
Via
TokenRing AI
Topics
Artificial Intelligence
Intellectual Property
Salesforce's Agentic AI Leap at Dreamforce 2025 Poised to Reshape CRM Landscape and Bolster $60 Billion FY2030 Vision
October 21, 2025
As the financial markets keenly anticipate the strategic revelations from Dreamforce 2025, Salesforce (NYSE: CRM) stands at the precipice of a significant transformation, with its aggressive "AI-first"...
Via
MarketMinute
Topics
Artificial Intelligence
4 Analysts Have This To Say About Cognizant Tech Solns
↗
October 21, 2025
Via
Benzinga
S&P 500 and Nasdaq Soar to New Highs: A Deep Dive into Market Optimism and Future Prospects
October 08, 2025
October 8, 2025 – The U.S. stock market is currently experiencing a wave of optimism, with the S&P 500 and Nasdaq indices recently achieving new all-time record highs. Futures for both benchmarks...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Government
AI Reshapes Healthcare: A Deep Dive into Innovation, Regulation, and Market Impact
September 29, 2025
The healthcare industry stands on the precipice of a monumental transformation, driven by the accelerating integration of Artificial Intelligence (AI). From sophisticated diagnostic tools to...
Via
MarketMinute
Topics
Artificial Intelligence
Fraud
Cognizant Tech Solutions-A (NASDAQ:CTSH) Presents a Compelling Case for Value Investors
↗
September 27, 2025
Cognizant (CTSH) appears undervalued with a low P/E ratio, strong financial health, and solid profitability, making it a compelling candidate for value investors.
Via
Chartmill
Trump's H-1B Bombshell: What It Means For America's Tech Supremacy
↗
September 26, 2025
Starting in 2026, President Donald Trump plans to crank up the H-1B visa cost to $100,000. This could dramatically reshape how companies approach foreign hiring.
Via
Benzinga
Topics
Government
What's Driving the Market Sentiment Around Cognizant Tech Solns?
↗
September 24, 2025
Via
Benzinga
Prudent Investors Concerned About Extreme Euphoria Represented by Oklo Rally And Impact Of Trump's $100K Visas On Mag 7
↗
September 22, 2025
To gain an edge, this is what you need to know today.
Via
Benzinga
Topics
Government
Amazon, Alphabet, Meta, Other Big Tech Stocks Fall In Monday Pre-Market: What's Going On?
↗
September 22, 2025
Shares of big tech like Amazon.com (NASDAQ: AMZN), Microsoft (NASDAQ: MSFT), Meta Platforms (NASDAQ: META) and Alphabet Inc. (NASDAQ: GOOGL) (NASDAQ: GOOG) slipped between 0.4% to 0.5% in Monday...
Via
Benzinga
Topics
Government
Friday's session: top gainers and losers in the S&P500 index
↗
September 19, 2025
Uncover the latest developments among S&P500 stocks in today's session. Stay tuned to the S&P500 index's top gainers and losers on Friday.
Via
Chartmill
The AI Revolution: Reshaping Wall Street's Landscape - Winners, Losers, and the Road Ahead
September 12, 2025
The integration of artificial intelligence into the global economy is not merely a technological advancement; it is a seismic shift reverberating through the financial markets, fundamentally redefining...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Supply Chain
Is Cognizant Tech Solns Gaining or Losing Market Support?
↗
September 08, 2025
Via
Benzinga
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