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home
about us
Investment Approach
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Firm ADV PDFs
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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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Client Information
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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TAV Program
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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
Quarterly Performance Reports
EVENTS
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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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RSVP-Signup Form
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iShares S&P Software Index Fund
(NY:
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94.01
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Updated: 8:00 PM EDT, May 22, 2026
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All News about iShares S&P Software Index Fund
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Figma's Next Earnings Report on May 14 Could Send the Stock Soaring. Here's Why.
↗
May 11, 2026
Figma has tumbled since its IPO. Is it time for redemption?
Via
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Topics
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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.
Via
The Motley Fool
Topics
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The Real Reason I Think Duolingo's Stock Is Crashing This Year
↗
May 11, 2026
The market appears convinced that Duolingo's business is doomed, and it may be dead wrong.
Via
The Motley Fool
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Soaring Oil Prices Aren't Great for Bitcoin. Here's Why Investors Shouldn't Panic.
↗
May 10, 2026
Oil prices are likely to remain elevated for some time, which could pour cold water on Bitcoin's tentative rebound.
Via
The Motley Fool
Topics
Artificial Intelligence
Bonds
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
Artificial Intelligence
ETFs
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
Topics
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?
↗
April 15, 2026
We break down which companies are at risk and which could thrive in the AI era.
Via
The Motley Fool
Topics
Artificial Intelligence
Anthropic Has Wiped Out Trillions From the Software Sector. 2 Things Can Happen Next
↗
April 14, 2026
Is the software sector really getting disrupted?
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Why Markets Are Shrugging Off Trump's Hormuz Blockade
↗
April 13, 2026
Are investors looking past the war?
Via
The Motley Fool
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
Oracle’s Stock Reset May Be Setting Up Its Next Rally – JPMorgan Says Risk-Reward Now Attractive
↗
March 11, 2026
Barclays said Q3 performance helped address several investor concerns, including spending on infrastructure, profit margins tied to contracts, and the company’s ability to deliver cloud capacity on...
Via
Stocktwits
Topics
Artificial Intelligence
MSTR Makes Record 2,000 Bitcoin Buy Using STRC After Amending Sales Rules To Boost After-Hours BTC Acquisitions
↗
March 11, 2026
Strategy purchased a record 2,098.26 Bitcoin on Tuesday using proceeds from its STRC preferred equity program.
Via
Stocktwits
Salesforce Said To Be Planning $25B Bond Sale To Fund Buyback — And It’s Still Among The Least Leveraged In Software
↗
March 11, 2026
Bloomberg reported that CRM plans to use proceeds from the bond issue to fund its $50 billion stock buyback.
Via
Stocktwits
Topics
Artificial Intelligence
Bonds
ETFs
MSTR, ASST Gain After Hours – B. Riley Says Bitcoin Must Outrun Dividend Costs
↗
March 10, 2026
In a note to investors, B. Riley analyst Fedor Shabalin said MSTR’s ‘Digital Credit’ is “meaningfully superior to most traditional yield-oriented alternatives.”
Via
Stocktwits
AI’s ‘Wallpaper’ Phase Is Here — Tech’s Next 3 Winning Stocks Revealed
↗
March 07, 2026
AI is entering its next phase. Discover three AI infrastructure stocks to buy as the technology moves from buildout to real-world adoption.
Via
InvestorPlace
Topics
Artificial Intelligence
Samsara Stock Rallied 11% After Hours – Why Are Traders So Bullish?
↗
March 05, 2026
The company saw the second consecutive quarter of GAAP profitability after it posted GAAP earnings per share of $0.04 during the quarter.
Via
Stocktwits
Topics
Artificial Intelligence
Investor Survey: AI Bubble Is More Likely Than AI Obsolescence
↗
March 05, 2026
Institutional credit investors are more worried about an AI bubble than about AI destroying other companies.
Via
The Motley Fool
Topics
Artificial Intelligence
Bonds
ETFs
Arthur Hayes Says Bitcoin ‘Not In The Clear Yet’ After Surge Toward $74K
↗
March 05, 2026
In a post on X, Hayes warned that Bitcoin has not yet fully decoupled from U.S. software technology stocks.
Via
Stocktwits
Topics
ETFs
Economy
Government
Nvidia CEO Jensen Huang Says "The Markets Got It Wrong" on Software Stocks
↗
March 04, 2026
Software company stocks have been getting hammered due to fears that artificial intelligence will disrupt their business models.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
BMNR’s Tom Lee Predicts US-Iran Selloff Will Last A Week – Sees March Rebound For Crypto, Software, MAG 7
↗
March 02, 2026
Bitmine Immersion Technologies’ chairman, Tom Lee, told CNBC that BMNR will continue buying between $50 million and $100 million of Ethereum every week.
Via
Stocktwits
Looking to Buy the Dip on Tech Stocks? Consider This Low-Cost Vanguard ETF.
↗
February 27, 2026
This Vanguard ETF is built around industry leaders like Nvidia, Apple, and Microsoft.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Nvidia CEO Jensen Huang Just Said Software Stocks Are Oversold. 2 Easy Buys To Make Now
↗
February 27, 2026
Software stocks have been crushed but there could be a light at the end of the tunnel.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Earnings
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