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home
about us
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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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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
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
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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
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Symbotic Inc. - Class A Common Stock
(NQ:
SYM
)
54.95
+0.24 (+0.44%)
Streaming Delayed Price
Updated: 4:00 PM EST, Feb 13, 2026
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All News about Symbotic Inc. - Class A Common Stock
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Symbotic Earns 100 Rating for Second Consecutive Year in Human Rights Campaign Foundation’s Corporate Equality Index
February 09, 2026
Back-to-back Equality 100 Awards reflect sustained commitment to inclusive culture and a respectful workplace
From
Symbotic Inc.
Via
GlobeNewswire
Symbotic’s Earnings Beat Reignites Upside Talk
↗
February 06, 2026
Via
MarketBeat
Topics
Earnings
Symbotic Could Be a Massive Breakout Stock in 2026 After a 150% Surge in 2025
↗
February 05, 2026
Symbotic's big growth moves of 2025 should propel the company to new highs.
Via
The Motley Fool
Symbotic Inc. (NASDAQ:SYM) Reports Strong Q1 Fiscal 2026 Earnings, Beats Profit Estimates
↗
February 04, 2026
Via
Chartmill
Topics
Earnings
Symbotic (SYM) Q1 2026 Earnings Call Transcript
↗
February 04, 2026
Symbotic (SYM) Q1 2026 Earnings Call Transcript
Via
The Motley Fool
Topics
Earnings
Curious about the stocks that are showing activity after the closing bell on Wednesday?
↗
February 04, 2026
Via
Chartmill
Symbotic Reports First Quarter Fiscal Year 2026 Results
February 04, 2026
From
Symbotic Inc.
Via
GlobeNewswire
Washington Brings Its Silicon Valley-Building Playbook to Robotics
↗
January 28, 2026
As the Genesis Mission accelerates, robotics is emerging as the keystone industry in America's next moonshot.
Via
InvestorPlace
Topics
Artificial Intelligence
Economy
Government
3 Top Tech Stocks That Could Make You a Millionaire
↗
January 21, 2026
Nebius, Symbotic, and Strategy could generate multibagger gains.
Via
The Motley Fool
Topics
Artificial Intelligence
Freshness Reimagined: Stater Bros. Expands AI Integration Across Entire Fresh Food Ecosystem
January 15, 2026
In a move that signals a paradigm shift for regional grocery chains, Stater Bros. Markets announced on January 15, 2026, that it is significantly expanding its artificial intelligence footprint to...
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Emissions
Symbotic Announces Date for Reporting First Quarter Fiscal Year 2026 Financial Results
January 14, 2026
From
Symbotic Inc.
Via
GlobeNewswire
Why Symbotic Plunged Nearly 30% in December
↗
January 08, 2026
Symbotic sank after a significant capital raise.
Via
The Motley Fool
2 No-Brainer Artificial Intelligence (AI) Stocks to Buy With $2,000 Right Now
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December 31, 2025
Investing in AI is an exciting opportunity for investors of all ages.
Via
The Motley Fool
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Artificial Intelligence
2 Artificial Intelligence Stocks That Could Soar in the Next Bull Market
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December 28, 2025
Investing in the AI revolution looks like a smart play for the long term.
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Supply Chain
The Blue Giant’s Digital Rebirth: How Walmart is Engineering a Tech-Powered Retail Hegemony for 2026
December 25, 2025
As the sun sets on 2025, the retail landscape has been irrevocably altered not by a new startup, but by a 63-year-old incumbent. Walmart (NYSE:WMT) enters the final week of the year not merely as the...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Supply Chain
Why a Fund Placed a $13 Million Bet on Ambarella Stock Before a 20% Post-Earnings Drop
↗
December 19, 2025
The timing looks painful, but the fundamentals tell a more complicated story about why long-term investors are still paying attention.
Via
The Motley Fool
Topics
Artificial Intelligence
Regulatory Compliance
Is IPG Photonics Stock a Buy as One Fund Builds a $9 Million Stake in the Firm?
↗
December 19, 2025
A sharp rebound in margins and profitability is testing whether patience can finally pay off for investors willing to look past years of volatility.
Via
The Motley Fool
Topics
Regulatory Compliance
Why One Fund Has an $8.5 Million Bet on Five9 Despite a 50% One-Year Stock Collapse
↗
December 19, 2025
The stock’s collapse tells one story, but the underlying business metrics suggest a very different long-term setup.
Via
The Motley Fool
Topics
Regulatory Compliance
3 Insider Moves You Shouldn’t Ignore Heading Into 2026
↗
December 16, 2025
Via
MarketBeat
Symbotic's Chief Accounting Officer Sells Shares After the AI Robotics Stock's Massive Run-Up. Should You Too?
↗
December 16, 2025
Symbotic stock has rallied over 100% in 2025. Is it time to sell?
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Regulatory Compliance
10X Gains? These 3 Robotics Stocks Could Explode by 2035
↗
December 09, 2025
Via
MarketBeat
MarketBeat Week in Review – 12/1 - 12/5
↗
December 06, 2025
Via
MarketBeat
Beyond AI: How Non-AI Tech Innovations are Fueling a New Era of Stock Market Growth
December 11, 2025
As 2025 draws to a close, a powerful undercurrent of technological innovation, extending far beyond the pervasive influence of artificial intelligence, is demonstrably reshaping the global stock...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Emissions
Navigating the AI Gold Rush: Protecting Portfolios Amidst Speculation and FOMO
December 05, 2025
As of December 5, 2025, the financial markets are in the throes of an unprecedented surge driven by artificial intelligence (AI) innovation and a booming tech stock sector. This era, marked by soaring...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Intellectual Property
Symbotic Announces Pricing of Primary and Secondary Offering of Class A Common Stock
December 04, 2025
From
Symbotic Inc.
Via
GlobeNewswire
Biggest Market Movers Today, Dec. 4: PATH, SNOW, & More
↗
December 04, 2025
It was a relatively quiet day on Wall Street, but a few stocks made big moves.
Via
The Motley Fool
Topics
Artificial Intelligence
Stocks
Why Symbotic Stock Tumbled This Week
↗
December 04, 2025
The robotics company is raising cash.
Via
The Motley Fool
Topics
Regulatory Compliance
Why Symbotic Stock Plunged Today
↗
December 04, 2025
The artificial intelligence (AI)-driven warehouse automation specialist announced a secondary stock offering that spooked investors.
Via
The Motley Fool
Topics
Artificial Intelligence
Gapping stocks in Thursday's session
↗
December 04, 2025
The market is buzzing with gapping stocks on Thursday. Let's uncover which stocks are experiencing notable gaps during today's session.
Via
Chartmill
10 AI Stocks Worth Buying Right Now
↗
December 04, 2025
Building an artificial intelligence (AI) portfolio means looking beyond the obvious megacap names.
Via
The Motley Fool
Topics
Artificial Intelligence
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