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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
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Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
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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
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Financial Planning
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Implementation
Legal Services
Termination
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Client's Responsibilities
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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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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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Klaviyo, Inc. Series A Common Stock
(NY:
KVYO
)
17.60
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EDT, Apr 13, 2026
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Braze Defies ‘SaaSpocalypse’ as Shares Surge 19.87% on AI Breakthrough and Earnings Beat
March 26, 2026
In a dramatic defiance of the broader market volatility currently plagueing the enterprise software sector, Braze Inc. (NASDAQ: BRZE) saw its shares skyrocket by 19.87% on Wednesday, March 25, 2026....
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March 25, 2026
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Klaviyo Inc-A (NYSE:KVYO) Surpasses Q4 Estimates and Raises FY26 Outlook
↗
February 10, 2026
Via
Chartmill
Klaviyo Expands AI Agents to Power the Autonomous B2C CRM
March 24, 2026
From
Klaviyo, Inc.
Via
Business Wire
Klaviyo Co-CEO Unloads $7 Million in Shares in February and March: Is This a Sell Signal?
↗
March 12, 2026
Klaviyo, a SaaS marketing automation leader, reported two notable insider sales in February and March.
Via
The Motley Fool
Topics
Regulatory Compliance
Klaviyo and Shopify Deepen Integration to Accelerate Global Commerce Growth
March 09, 2026
From
Klaviyo, Inc.
Via
Business Wire
Klaviyo Announces $500 Million Share Repurchase Program with $100 Million Accelerated Share Repurchase
March 02, 2026
From
Klaviyo, Inc.
Via
Business Wire
Earnings Scheduled For November 5, 2025
↗
November 05, 2025
Via
Benzinga
Klaviyo Stock Is Down 46% YTD. Does a New Google Partnership Make KVYO a Buy?
February 27, 2026
The marketing software company just announced a major deal with Google—and it comes right on the heels of a strong earnings report.
Via
Barchart.com
Topics
Artificial Intelligence
Earnings
Klaviyo Stock Jumps After Google Partnership Announcement
↗
February 24, 2026
Klaviyo Inc (NYSE:KVYO) shares are trading higher on Tuesday. The B2C CRM platform announced a major strategic partnership with Google.
Via
Benzinga
Klaviyo and Google Announce Strategic Partnership to Power Autonomous Customer Experiences
February 24, 2026
From
Klaviyo, Inc.
Via
Business Wire
Klaviyo Executives to Participate in Morgan Stanley Technology, Media & Telecom Conference
February 23, 2026
From
Klaviyo, Inc.
Via
Business Wire
Klaviyo (KVYO) Q4 2025 Earnings Call Transcript
↗
February 11, 2026
Klaviyo (KVYO) Q4 2025 Earnings Call Transcript
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Klaviyo Delivers Outstanding 2025 Results: 32% Revenue Growth, Record Fourth Quarter and Raised Fiscal Year 2026 Outlook
February 10, 2026
From
Klaviyo, Inc.
Via
Business Wire
Introducing the Klaviyo app in ChatGPT
January 28, 2026
From
Klaviyo, Inc.
Via
Business Wire
Klaviyo to Announce Fourth Quarter and Full Year 2025 Results on February 10, 2026
January 21, 2026
From
Klaviyo, Inc.
Via
Business Wire
The Rise of the AI Marketing Cloud: A Deep Dive into Zeta Global (ZETA)
January 02, 2026
Date: January 2, 2026 Introduction As we enter 2026, the intersection of artificial intelligence and marketing technology has moved beyond experimentation into a phase of rigorous industrialization. At...
Via
PredictStreet
Topics
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Initial Public Offering
Braze’s Momentum: How Accelerating Revenue and AI Precision Are Defining the 2026 Growth Stock Narrative
December 23, 2025
As the financial world closes the books on 2025, a clear standout has emerged in the enterprise software sector. Braze (Nasdaq: BRZE), the customer engagement platform that once lived in the shadow of...
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Klaviyo (KVYO): An AI-Powered B2C CRM Navigating Growth and Innovation
December 15, 2025
As of December 15, 2025, Klaviyo (NYSE: KVYO) stands as a pivotal technology company in the software-as-a-service (SaaS) landscape, specializing in B2C customer relationship management (CRM) for...
Via
PredictStreet
Topics
Artificial Intelligence
Initial Public Offering
Klaviyo Appoints Chano Fernández as co-CEO, Joining Co-Founder and co-CEO Andrew Bialecki
December 09, 2025
From
Klaviyo, Inc.
Via
Business Wire
Klaviyo to Participate in Barclays 23rd Annual Global Technology Conference
December 03, 2025
From
Klaviyo, Inc.
Via
Business Wire
Klaviyo Breaks Records with First AI-powered BFCM
December 02, 2025
From
Klaviyo, Inc.
Via
Business Wire
Klaviyo (KVYO) Q3 2025 Earnings Call Transcript
↗
November 05, 2025
Klaviyo (KVYO) Q3 2025 Earnings Call Transcript
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Klaviyo Delivers Outstanding Third Quarter with 32% Revenue Growth; Raises Full-Year Guidance
November 05, 2025
From
Klaviyo, Inc.
Via
Business Wire
This Visa Analyst Begins Coverage On A Bullish Note; Here Are Top 5 Initiations For Wednesday
↗
October 22, 2025
Via
Benzinga
Deep Dive Into Klaviyo Stock: Analyst Perspectives (12 Ratings)
↗
October 22, 2025
Via
Benzinga
Klaviyo to Announce Third Quarter 2025 Results on November 5, 2025
October 15, 2025
From
Klaviyo, Inc.
Via
Business Wire
Market Minute: Owens Corning, CNH Industrial, and Klaviyo Stocks Plunge to 52-Week Lows Amidst Sector Headwinds
October 14, 2025
New York, NY – October 14, 2025 – In a notable display of market volatility, shares of building materials giant Owens Corning (NYSE: OC), agricultural and construction equipment manufacturer CNH...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Verify550 Announces Integration with Klaviyo to Improve Email List Accuracy and Campaign Performance
October 10, 2025
Via
AB Newswire
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