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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
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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
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Event Schedule
Total Asset Fund (TAF sm) Presentation
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Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
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Investing During Uncertain Times
Read FULL Seminar Here
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ServiceTitan, Inc. - Class A Common Stock
(NQ:
TTAN
)
72.39
-1.17 (-1.59%)
Streaming Delayed Price
Updated: 4:00 PM EST, Feb 27, 2026
Add to My Watchlist
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All News about ServiceTitan, Inc. - Class A Common Stock
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Via
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Sprinklr Stock Down 40% in a Year as One Fund Sells Nearly $3 Million Worth of Shares
↗
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Via
The Motley Fool
Topics
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Sands Capital Opens $10 Million ServiceTitan Position
↗
February 18, 2026
ServiceTitan offers cloud software for field service management, generating recurring revenue from a broad base of service professionals.
Via
The Motley Fool
Topics
Artificial Intelligence
Regulatory Compliance
Don't Believe the Hype: This Stock Could Survive the "SaaSpocalypse"
↗
February 14, 2026
Not every software stock deserves to be downgraded due to the potential threat of AI-powered alternatives.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
ServiceTitan to Announce Fiscal Fourth Quarter and Full Year Fiscal 2026 Financial Results on March 12, 2026
February 05, 2026
From
ServiceTitan
Via
GlobeNewswire
Forget BigBear.ai: This SaaS Rocketship Has a Far Stronger Growth Story
↗
January 26, 2026
Though the AI narrative is making investors wary of many software-as-a-service stocks, ServiceTitan could still have a bright future.
Via
The Motley Fool
Topics
Artificial Intelligence
ServiceTitan Report Finds 75% of Roofing and Exteriors Contractors Expect Revenue Growth in 2026 Despite Tighter Margins
January 14, 2026
Roofing & Exteriors Contractors Are Doubling Down on Efficiency to Cut Costs, but with 79% Not Using AI or External LLMs, A Key Link in Their Strategy is Missing
From
ServiceTitan
Via
GlobeNewswire
Southern Home Services Leading AI Adoption in the Trades By Harnessing the Power of ServiceTitan to Unlock Automation and Fuel Growth
January 13, 2026
Southern Becomes the First Enterprise-Scale Customer to Adopt ServiceTitan’s Max Program, Providing End-to-End Automation With the Full Suite of ServiceTitan’s Pro Products
From
ServiceTitan
Via
GlobeNewswire
CEO Sells 131,000 ServiceTitanShares for $14.1 Million
↗
January 12, 2026
Known for its cloud-based software serving contractors and service businesses, this SaaS provider reported a significant insider sale.
Via
The Motley Fool
Topics
Regulatory Compliance
ServiceTitan Introduces AP Automation and Expands Fintech Suite to Modernize Contractor Financial Workflows
January 08, 2026
From Automated Accounts Payable to Faster Payments in the Field, ServiceTitan Simplifies Contractor Financial Operations
From
ServiceTitan
Via
GlobeNewswire
Billionaire Family Office Dumps All of Its UroGen Stock Amid 100% Rally
↗
December 26, 2025
A full exit after a monster rally says less about the company’s science and more about how disciplined funds lock in wins when portfolio math starts to matter.
Via
The Motley Fool
Topics
Death
Regulatory Compliance
What a Billionaire Family Office's $16.6 Million Exit From TIC Solutions Signals for Long-Term Investors
↗
December 26, 2025
A patient, partnership-driven family office didn’t wait for fundamentals to break before walking away, and that timing may matter more than the sale itself.
Via
The Motley Fool
Topics
Death
Regulatory Compliance
Azureon Selects ServiceTitan as Core Technology Platform to Modernize Pool Construction and Service Operations to Scale End-to-End Management
December 22, 2025
From
ServiceTitan
Via
GlobeNewswire
Majority of Contractors Are Already Seeing Increased Efficiency From AI Adoption, ServiceTitan Industry Report Reveals
December 16, 2025
Contractors Favor Frictionless Tools—59% of Survey Respondents Using AI Adopt AI Features Already Built into the Software They Use Every Day
From
ServiceTitan
Via
GlobeNewswire
ServiceTitan Honors Contractors Powering the Nation with Second Annual Day of the Trades
December 12, 2025
ServiceTitan Celebrates Customer-Led Community Impact Projects Across the Country as Part of its “Power the Nation” Campaign
From
ServiceTitan
Via
GlobeNewswire
ServiceTitan (TTAN) Q3 2026 Earnings Transcript
↗
December 05, 2025
ServiceTitan (TTAN) Q3 2026 Earnings Transcript
Via
The Motley Fool
ServiceTitan Inc-A (NASDAQ:TTAN) Surpasses Q3 2026 Earnings Estimates, Stock Rises
↗
December 04, 2025
ServiceTitan stock surges after strong Q3 earnings beat, with revenue and EPS exceeding analyst forecasts.
Via
Chartmill
Topics
Earnings
TIMEPROOFUSA and Master Roofing Solutions Select ServiceTitan to Power Nationwide Roofing Expansion
December 04, 2025
ServiceTitan Will Serve as the Technology Backbone for Two Rapidly Expanding Commercial and Residential Roofing Companies, Enabling Rapid and Scalable Nationwide Growth
From
ServiceTitan
Via
GlobeNewswire
ServiceTitan Announces Fiscal Third Quarter Financial Results
December 04, 2025
From
ServiceTitan
Via
GlobeNewswire
History Says the Nasdaq Will Soar: 2 Brilliant IPO Stocks to Buy Before 2026, According to Wall Street
↗
November 17, 2025
Wall Street analysts see significant upside in recent IPO stocks CoreWeave and ServiceTitan.
Via
The Motley Fool
Topics
Artificial Intelligence
Government
Initial Public Offering
ServiceTitan to Announce Fiscal Third Quarter 2026 Financial Results on December 4, 2025
November 06, 2025
From
ServiceTitan
Via
GlobeNewswire
FieldRoutes Showcases Continued Customer Growth and Future Vision at PestWorld 2025
October 15, 2025
From
ServiceTitan
Via
GlobeNewswire
ServiceTitan Announces Strategic Partnership with Galaxy Service Partners
October 14, 2025
From
ServiceTitan
Via
GlobeNewswire
2 Hot IPO Stocks I Just Bought
↗
October 12, 2025
These two recent IPOs have tremendous growth potential.
Via
The Motley Fool
Topics
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