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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
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Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Client Contact with Portfolio Manager(s)
Sample Portfolio
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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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Event Schedule
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Event Schedule
Market Value Securities (MVS sm) Presentation
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Investing During Uncertain Times
Read FULL Seminar Here
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ServiceTitan, Inc. - Class A Common Stock
(NQ:
TTAN
)
69.33
-3.62 (-4.97%)
Streaming Delayed Price
Updated: 10:22 AM EDT, Jul 22, 2026
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All News about ServiceTitan, Inc. - Class A Common Stock
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What to Know About ServiceTitan's CFO Sherry David Selling 2,276 Shares for $181,000
↗
July 19, 2026
David executed sale under pre-scheduled Rule 10b5-1 trading plan, retaining 395,756 shares worth $31.01 million despite stock declining 30% over trailing year.
Via
The Motley Fool
Topics
Regulatory Compliance
FieldRoutes Report Finds Growth Optimism Returning as Pest Operators Double Down on Technology
July 14, 2026
Survey Finds That Business Owners are Planning to Invest Even More in Software Solutions as Pest Control Companies Focus on Efficiency
From
ServiceTitan
Via
GlobeNewswire
TrussPoint Builds Foundation for Residential Exterior Growth with ServiceTitan
July 07, 2026
Leading Residential Exteriors Platform Leverages ServiceTitan to Support Expansion Across its Growing Portfolio of Founder-Led Brands
From
ServiceTitan
Via
GlobeNewswire
ServiceTitan (NASDAQ:TTAN) Shares Surge After Q1 Earnings and Revenue Beat
↗
June 04, 2026
Via
Chartmill
ServiceTitan Inc (NASDAQ:TTAN) Reports Q4 Earnings Beat and Strong 2027 Outlook Despite After-Hours Dip
↗
March 12, 2026
Via
Chartmill
Topics
Earnings
Why AppLovin’s CEO Is Selling While Quantum Insiders Are Buying
↗
June 30, 2026
AppLovin's CEO sold $51 million in discretionary shares, ServiceTitan insiders sold $16 million in Q2, and Quantinuum saw $25 million in post-IPO insider buys.
Via
MarketBeat
Topics
Initial Public Offering
ServiceTitan Partners with Metallica’s All Within My Hands to Support Workforce Education
June 30, 2026
Collaboration Supports the Metallica Scholars Initiative and Expands Awareness of Careers in the Skilled Trades
From
ServiceTitan
Via
GlobeNewswire
ServiceTitan’s Max Drives AI-Powered Growth for Contractors
June 24, 2026
Early Data Reveals Max Customers are Outperforming Peers at Key Stages of the Job Lifecycle, Increasing Call Booking Rates While Closing More Jobs
From
ServiceTitan
Via
GlobeNewswire
Schill Landscape Collective Standardizes Operations Across Growing Network with Aspire
June 16, 2026
Expanding landscape organization uses Aspire to support integration, visibility and scalable growth across 34 branches
From
ServiceTitan
Via
GlobeNewswire
Bill Joplin’s Air Conditioning and Heating Books Over 90% of Calls with ServiceTitan AI Voice Agent Ahead of Peak Season
June 09, 2026
“Karen” is Handling Thousands of Calls and Eliminating Hold Times During Peak Demand
From
ServiceTitan
Via
GlobeNewswire
There are notable gap-ups and gap-downs in today's session.
↗
June 05, 2026
Via
Chartmill
ServiceTitan (TTAN) Q1 2027 Earnings Transcript
↗
June 05, 2026
ServiceTitan (TTAN) Q1 2027 Earnings Transcript
Via
The Motley Fool
Topics
Artificial Intelligence
ServiceTitan Q1 Earnings Call Highlights
↗
June 04, 2026
ServiceTitan (NASDAQ:TTAN) reported 25% year-over-year revenue growth for its fiscal first quarter of 2027, as executives said the company benefited from healthy demand across residential and...
Via
MarketBeat
Topics
Earnings
Initial Public Offering
Thursday's after hours session: top gainers and losers
↗
June 04, 2026
Via
Chartmill
ServiceTitan Announces Fiscal First Quarter Financial Results
June 04, 2026
From
ServiceTitan
Via
GlobeNewswire
ServiceTitan to Announce Fiscal First Quarter 2027 Financial Results on June 4, 2026
May 05, 2026
From
ServiceTitan
Via
GlobeNewswire
Landscape Workshop Scales Multi-State Operations with Aspire Software
April 14, 2026
Leading Commercial Landscape Provider Leverages Aspire to Support Growth, Operational Discipline, and Expansion Across the Southeast
From
ServiceTitan
Via
GlobeNewswire
ServiceTitan Report Finds 74% of Residential Contractors See AI as Key to Efficiency as Industry Shifts Toward Execution-Led Growth
April 07, 2026
Early AI Adopters Report Gains in Productivity and Time Savings as Contractors Prioritize Efficiency Over Volume
From
ServiceTitan
Via
GlobeNewswire
New Research Reveals Busy Is Not the Same as Profitable for Commercial Landscaping Contractors in 2026
April 07, 2026
Aspire’s 2026 Technology Trends Report Finds Integrated Platforms Help Contractors Improve Margins, Operate More Efficiently, and Save Up to 20 Hours per Week
From
ServiceTitan
Via
GlobeNewswire
Best Choice Roofing Surpasses One Billion Shingles Installed, Accelerates National Growth with ServiceTitan
March 31, 2026
National Roofing Leader Standardizes Operations Across More Than 80 Locations While Investing in AI and Enterprise Technology to Define the Industry’s Future
From
ServiceTitan
Via
GlobeNewswire
ServiceTitan Report Finds AI Adoption More Than Doubles Among Commercial Contractors as Firms Turn to Technology to Navigate Cost Pressures
March 30, 2026
Nearly 40% of contractors report measurable AI impact, up from 17% in 2025, signaling a shift toward technology-driven operations
From
ServiceTitan
Via
GlobeNewswire
Visterra Landscape Group Accelerates Multi-State Expansion with Aspire Software
March 17, 2026
Leading Commercial Landscape Provider Standardizes Operations Across 14 States
From
ServiceTitan
Via
GlobeNewswire
SPS PoolCare Expands Enterprise Technology Platform with ServiceTitan to Power Next Phase of Growth
March 17, 2026
SPS’s Recent Acquisition of Pool Troopers Accelerates Company’s Investment in Scaled Infrastructure with ServiceTitan Powering Over 30 Branch Locations Across Five States and Standardizing Operations...
From
ServiceTitan
Via
GlobeNewswire
ServiceTitan (TTAN) Q4 2026 Earnings Transcript
↗
March 12, 2026
ServiceTitan (TTAN) Q4 2026 Earnings Transcript
Via
The Motley Fool
Vertex Achieves Remarkable Growth, Sets New Industry Standard with ServiceTitan
March 12, 2026
Roofing Innovator Propels to Over $600M in Revenue with 30 Acquisitions in Three Years, Leveraging ServiceTitan’s Enterprise-Grade Platform
From
ServiceTitan
Via
GlobeNewswire
ServiceTitan Appoints Abhishek Mathur as Chief Technology and Product Officer
March 12, 2026
Technology and Engineering Veteran Joins ServiceTitan to Lead AI-First Innovation and Product Strategy for the Trades Industry
From
ServiceTitan
Via
GlobeNewswire
ServiceTitan Announces Fiscal Fourth Quarter and Full Fiscal Year 2026 Financial Results
March 12, 2026
From
ServiceTitan
Via
GlobeNewswire
Navan Stock Down 60% From $25 IPO, but This $274 Million Stake Signals Conviction
↗
February 26, 2026
This software firm delivers AI-powered travel, payment, and expense management tools tailored for enterprise clients.
Via
The Motley Fool
Topics
Artificial Intelligence
Initial Public Offering
Regulatory Compliance
ServiceTitan Down 39%, but This $8 Million Buy Lifted One Fund's Stake to a 16% Portfolio Bet
↗
February 20, 2026
ServiceTitan offers cloud-based workflow tools for service providers, driving digital transformation across the field service industry.
Via
The Motley Fool
Belden Stock Up 27% as $11 Million New Stake Signals Confidence in $2.7 Billion Revenue Run
↗
February 20, 2026
Belden Inc. delivers connectivity and signal transmission solutions for critical infrastructure, data centers, and industrial automation.
Via
The Motley Fool
Topics
Regulatory Compliance
Supply Chain
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