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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
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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
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TAF sm Program
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Back Dated Performance Reports
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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
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Additional Information
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Event Schedule
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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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iShares S&P Software Index Fund
(NY:
IGV
)
102.43
-0.02 (-0.02%)
Streaming Delayed Price
Updated: 11:56 AM EDT, Aug 25, 2026
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The AI Trade Rotation: Money Is Moving Out of Chips and Into This
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August 08, 2026
Is is time to cash in the chips and sell semiconductor stocks?
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Did Appian Just Prove It's an AI Winner?
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August 06, 2026
The automation software company delivered strong second-quarter results, but the stock still fell.
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If Artificial Intelligence Is in a Bubble, These Are the Stocks That Could Benefit Most
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August 02, 2026
Investors are already starting to show concerns about AI spending, and these stocks are seeing the benefit.
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Meet the Spectacular ETF With Big Positions in Stocks Like Palantir, Microsoft, and Salesforce. It Could be a Brilliant Buy as the AI Trade Unwinds.
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July 30, 2026
Investors are increasingly nervous about the sustainability of the artificial intelligence infrastructure spending boom.
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Why ServiceNow Stock Was Slipping Today
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July 22, 2026
A disappointing report from Pegasystems weighed on ServiceNow.
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Prediction: Palantir Stock Will Go Parabolic After Aug. 3. Here's Why
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July 21, 2026
Palantir stock has recovered nicely over the past month, and its upcoming report could give it a nice boost.
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The Motley Fool
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The S&P 500 Could Jump 18% Over the Next 1 Year. Here Are My Top Growth Stocks to Buy Before That Happens
↗
July 11, 2026
The S&P 500 has made a solid comeback over the past three months, and Wall Street expects the bull run to continue over the coming year.
Via
The Motley Fool
Topics
Stocks
Best 3 Tech ETF Picks for the 2nd Half of 2026
↗
July 10, 2026
Tech stocks continue to rally, yet valuations aren't really out of whack. That means there's still more upside possible.
Via
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ETFs
AppLovin Pulled Back 16% in June. Is It a Buy?
↗
July 08, 2026
AppLovin is still moving with the broader software sector.
Via
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Initial Public Offering
Down 30%, Is this Artificial Intelligence (AI) Stock a Screaming Buy?
↗
July 01, 2026
Axon looks oversold in the "SaaSpocalypse."
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Topics
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Initial Public Offering
HubSpot vs. Salesforce: Which CRM Stock Is the Better Buy?
↗
June 30, 2026
HubSpot and Salesforce both got hit by the SaaSpocalypse sell-off, and neither stock has recovered yet despite their enhanced fundamentals.
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ETFs
Wall Street Dumped This Magnificent ETF, but It's Making a Roaring Comeback With a 40% Gain Since April 10
↗
June 03, 2026
Investors might have overestimated the impact of artificial intelligence on the software industry.
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Figma's Next Earnings Report on May 14 Could Send the Stock Soaring. Here's Why.
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May 11, 2026
Figma has tumbled since its IPO. Is it time for redemption?
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Earnings
Salesforce Stock Just Can't Catch a Break. Here's What I Think Is Going On.
↗
May 11, 2026
The customer relationship management specialist keeps delivering strong results, but investors aren't buying.
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The Real Reason I Think Duolingo's Stock Is Crashing This Year
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May 11, 2026
The market appears convinced that Duolingo's business is doomed, and it may be dead wrong.
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Soaring Oil Prices Aren't Great for Bitcoin. Here's Why Investors Shouldn't Panic.
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May 10, 2026
Oil prices are likely to remain elevated for some time, which could pour cold water on Bitcoin's tentative rebound.
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Economy
With the Iran War In a Stalemate, Software Takes Center Stage
↗
April 23, 2026
President Trump seems willing to let the ceasefire sit, while control of the Strait of Hormuz hangs in the balance.
Via
The Motley Fool
Topics
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Economy
Why the Nasdaq-100 Is on a Winning Streak Even as the Iran War Dominates the News
↗
April 23, 2026
Even if the conflict isn't officially over, tech sector investors are moving on from it.
Via
The Motley Fool
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Bonds
Economy
Energy
Got $1,000? The 1 Beaten-Down Software Stock I'd Buy Before the Rebound Hits
↗
April 21, 2026
Dynatrace offers a rare mix of real AI exposure, strong cash flow, and buyback support.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Why Artificial Intelligence (AI) Won't Destroy Software Companies, According to This Microsoft Executive
↗
April 20, 2026
Agents will have to pay for software, too.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Bargain Alert: 2 Brand-Name Software Stocks That Haven't Been This Cheap in Over a Decade
↗
April 16, 2026
A bifurcation between software stocks and the benchmark S&P 500 suggests deals abound for opportunistic investors.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Stocks
Will AI Destroy the Software Industry?
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April 15, 2026
We break down which companies are at risk and which could thrive in the AI era.
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Anthropic Has Wiped Out Trillions From the Software Sector. 2 Things Can Happen Next
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April 14, 2026
Is the software sector really getting disrupted?
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Artificial Intelligence
ETFs
Why Markets Are Shrugging Off Trump's Hormuz Blockade
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April 13, 2026
Are investors looking past the war?
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Topics
ETFs
Government
Did Goldman Sachs Just Declare Open Season On Software Stocks?
↗
April 13, 2026
The prestigious investment bank just said tech stocks are oversold.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Government
This Tech Giant Is Buying Back Stock Hand Over Fist. Insiders Are Buying, Too. Should You Follow?
↗
March 26, 2026
This household software name has become a value stock.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Why ServiceNow Stock Was Drifting Lower Today
↗
March 24, 2026
Anthropic introduced a new product that sent shivers through the software sector.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Salesforce Begins Record $25B Accelerated Share Repurchase – Here’s What It Means For Investors
↗
March 16, 2026
The first 103 million shares account for roughly 80% of the $50 billion repurchase plan authorized by Salesforce’s board in February 2026.
Via
Stocktwits
ADBE Stock Falls 8% Pre-Market: AI Growth Narrative Fails To Convince Analysts
↗
March 13, 2026
Morgan Stanley analyst Keith Weiss slashed Adobe’s price target to $365 from $425 while maintaining an ‘Equal Weight’ rating.
Via
Stocktwits
Topics
Artificial Intelligence
Palantir CEO Alex Karp Highlights Faster, More Precise Warfare Enabled By AI Platforms Against Iran
↗
March 12, 2026
Karp explained that tools like Palantir’s Project Maven form an important part of a more advanced defense capabilities.
Via
Stocktwits
Topics
Artificial Intelligence
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