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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
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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
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
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Total Asset Fund (TAF)
TAF® Program
Services, Fees and Compensation
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Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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Event Schedule
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Event Schedule
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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
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HashiCorp, Inc. - Class A Common Stock
(NQ:
HCP
)
34.78
UNCHANGED
Last Price
Updated: 4:00 PM EST, Feb 26, 2025
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All News about HashiCorp, Inc. - Class A Common Stock
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The Ever-Shifting Sands: How Evolving Platforms and Methodologies Fuel Tech’s Relentless Growth
November 19, 2025
The technological landscape is in a perpetual state of flux, driven by an unyielding quest for efficiency, agility, and innovation. At the heart of this dynamic evolution lies the continuous...
Via
TokenRing AI
Topics
Artificial Intelligence
The M&A Tidal Wave: How Corporate Giants Are Reshaping the Global Market Landscape
November 19, 2025
The global financial markets are currently experiencing a significant surge in mergers and acquisitions (M&A) activity, marking a robust rebound from earlier subdued periods. As of late 2024 and...
Via
MarketMinute
Topics
Artificial Intelligence
Credit Cards
Economy
Recap: HashiCorp Q3 Earnings
↗
December 05, 2024
Via
Benzinga
HashiCorp Earnings Review: Q3 Summary
↗
December 05, 2024
Via
Benzinga
Earnings Breakdown: HashiCorp Q3
↗
December 05, 2024
Via
Benzinga
IBM’s Enterprise AI Gambit: From ‘Small Player’ to Strategic Powerhouse
October 09, 2025
In an artificial intelligence landscape increasingly dominated by hyperscalers and consumer-focused giants, International Business Machines (NYSE: IBM) is meticulously carving out a formidable niche,...
Via
TokenRing AI
Topics
Artificial Intelligence
CoreWeave's Unwavering $9 Billion Bid for Core Scientific: A High-Stakes Bet on the AI Future
October 07, 2025
CoreWeave's (NASDAQ: CRWV) CEO, Michael Intrator, has firmly stated that the company has no plans to alter its $9 billion all-stock offer to acquire Core Scientific (NASDAQ: CORZ), despite significant...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Supply Chain
Earnings Summary: HashiCorp Q3
↗
December 05, 2024
Via
Benzinga
A Glimpse of HashiCorp's Earnings Potential
↗
December 04, 2024
Via
Benzinga
Earnings Scheduled For March 6, 2025
↗
March 06, 2025
Via
Benzinga
3 Software Stocks with Big Upside
February 12, 2025
From commerce to culture, software is digitizing every aspect of our lives. The undeniable tailwinds fueling the industry have also led to strong returns for SaaS stocks lately as they’ve gained 36.7%...
Via
StockStory
Topics
Artificial Intelligence
Stocks
HashiCorp Edges Higher As IBM Sees Smoother M&A Path Under Trump: Retail Stays Neutral
↗
January 30, 2025
IBM’s pending $6.4 billion acquisition of HashiCorp has been under regulatory review, particularly in the U.K. However, IBM CEO is optimistic about closing the deal soon, citing a potentially...
Via
Stocktwits
Software Development Stocks Q3 Earnings: JFrog (NASDAQ:FROG) Best of the Bunch
January 07, 2025
As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q3. Today, we are looking at software development stocks, starting with...
Via
StockStory
Q3 Earnings Outperformers: F5 (NASDAQ:FFIV) And The Rest Of The Software Development Stocks
January 03, 2025
Earnings results often indicate what direction a company will take in the months ahead. With Q3 behind us, let’s have a look at F5 (NASDAQ:FFIV) and its peers.
Via
StockStory
Hidden Gems: Uncovering 2024's Best Software Stocks
December 30, 2024
Beyond the tech titans, hidden software development gems are quietly delivering impressive returns and shaping the future of the software sector.
Via
MarketBeat
Topics
Artificial Intelligence
Initial Public Offering
Software Development Stocks Q3 Teardown: Twilio (NYSE:TWLO) Vs The Rest
December 27, 2024
As the Q3 earnings season wraps, let’s dig into this quarter’s best and worst performers in the software development industry, including Twilio (NYSE:TWLO) and its peers.
Via
StockStory
Q3 Earnings Roundup: HashiCorp (NASDAQ:HCP) And The Rest Of The Software Development Segment
December 17, 2024
As the Q3 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the software development industry, including HashiCorp (NASDAQ:HCP) and its peers.
Via
StockStory
HashiCorp’s (NASDAQ:HCP) Q3: Beats On Revenue But Large Customer Wins Slow Down
December 05, 2024
Cloud infrastructure automation platform HashiCorp reported revenue ahead of Wall Street’s expectations in Q3 CY2024, with sales up 18.7% year on year to $173.4 million. Its non-GAAP profit of $0.13...
Via
StockStory
HashiCorp Announces Third Quarter of Fiscal Year 2025 Financial Results
December 05, 2024
From
HashiCorp, Inc.
Via
GlobeNewswire
Earnings Scheduled For December 5, 2024
↗
December 05, 2024
Via
Benzinga
HashiCorp Earnings: What To Look For From HCP
December 04, 2024
Cloud infrastructure automation platform HashiCorp will be reporting earnings tomorrow after market close. Here’s what to expect.
Via
StockStory
HashiCorp awarded a 2024 AWS partner award
December 02, 2024
HashiCorp recognized as Collaboration Partner of the Year winner, helping to ensure AWS customers do cloud right with Infrastructure and Security Lifecycle Management
From
HashiCorp, Inc.
Via
GlobeNewswire
IBM Stock Gets Price-Target Hike As Big Blue Approaches Record Territory
↗
September 11, 2024
IBM stock is nearing a return to record territory for the first time in a decade. But an analyst says Big Blue has more room to run.
Via
Investor's Business Daily
HashiCorp Announces Second Quarter of Fiscal Year 2025 Financial Results
August 29, 2024
From
HashiCorp, Inc.
Via
GlobeNewswire
HashiCorp to Announce Second Quarter Fiscal Year 2025 Financial Results on August 29, 2024
August 12, 2024
From
HashiCorp, Inc.
Via
GlobeNewswire
3 Stocks to Buy Amid the Big Tech Tumble
↗
July 29, 2024
Be quick and be smart. Buy the dip in these leading tech stocks to buy, each of which has proven to be a winner for its shareholders.
Via
InvestorPlace
What's Going On With IBM Shares On Wednesday?
↗
July 17, 2024
IBM secured contract from USAID to enhance cybersecurity in Europe and Eurasia, with strong support from both companies and investors.
Via
Benzinga
SHAREHOLDER INVESTIGATION: Halper Sadeh LLC Investigates MRO, HCP, SDPI, FREE on Behalf of Shareholders
July 04, 2024
From
Halper Sadeh LLC
Via
GlobeNewswire
SHAREHOLDER INVESTIGATION: Halper Sadeh LLC Investigates PRFT, SBOW, ALIM, HCP on Behalf of Shareholders
July 02, 2024
From
Halper Sadeh LLC
Via
GlobeNewswire
HashiCorp 2024 State of Cloud Strategy Survey shows the path to cloud success requires platform engineering capabilities
June 27, 2024
Only 8% of organizations are fully realizing the business benefits of their cloud investments with standardized shared services
From
HashiCorp, Inc.
Via
GlobeNewswire
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