Menu
home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
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 Buy Currently
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
Sample Portfolio
Sample Portfolio Analysis
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 sm Program
Services, Fees and Compensation
Account Requirements
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
Municipal Bond Presentation
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
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
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
FIP
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
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
Recent Quotes
View Full List
My Watchlist
Create Watchlist
Indicators
DJI
Nasdaq Composite
SPX
Gold
Crude Oil
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries
Articles published by UserTesting
< Previous
1
2
Next >
UserTesting's Global Survey Uncovers Consumer Willingness to Trade Privacy for Better Deals in AI-Driven Retail—What Retailers Need to Know
September 14, 2023
From
UserTesting
Via
Business Wire
UserTesting Launches Its New Technology Partner Program–ConnectTech
August 30, 2023
From
UserTesting
Via
Business Wire
UserTesting Announces UserTesting AI, an Intelligent Set of AI-Powered Capabilities Designed to Accelerate Time to Impact to Help Drive More Customer-Centric Decision-Making Across the Enterprise
August 29, 2023
From
UserTesting
Via
Business Wire
UserTesting Celebrates Illumi Award Winners at The Human Insight Summit 2023
August 29, 2023
From
UserTesting
Via
Business Wire
UserTesting Launches New Certified Agency Partner Program
July 20, 2023
From
UserTesting
Via
Business Wire
UserTesting Integrates with Atlassian’s Jira Product Discovery, Streamlining the Sharing of Insights to Drive More Collaborative, Customer-Informed Decision Making
June 21, 2023
From
UserTesting
Via
Business Wire
UserTesting and UserZoom Named Among Leaders in Experience Research Platforms by Top Independent Research Firm
June 02, 2023
From
UserTesting
Via
Business Wire
UserTesting Announces Integration with FigJam to Help Teams Collaborate in Real-Time with the Voice of Their Customers
May 09, 2023
From
UserTesting
Via
Business Wire
UserTesting’s Milestone 10th Annual Experience Research Industry Report Reveals Organizations Investing More in Customer Experience Research and Insights
May 11, 2023
From
UserTesting
Via
Business Wire
UserTesting's Global Survey Reveals that When it Comes to Banking & Finance, People Across all Generations Prefer a Human Touch
May 04, 2023
From
UserTesting
Via
Business Wire
UserTesting Launches New Behavioral Analytics Capability–Friction Detection, Powered by Machine Learning
April 12, 2023
From
UserTesting
Via
Business Wire
UserTesting and UserZoom Merge to Help Organizations Build Human-Centered Experiences for All
April 03, 2023
From
UserTesting
Via
Business Wire
Atlassian Spotlights UserTesting’s Custom Workflow Template as Best-Practice for Accelerating Customer-Driven Product Development
February 28, 2023
From
UserTesting
Via
Business Wire
UserTesting Launches New Workspace Experiences for Faster Access to Critical Insights Across Teams
January 18, 2023
From
UserTesting
Via
Business Wire
Athletic Greens Wins illumi Award as Outstanding Emerging Business
January 17, 2023
From
UserTesting
Via
Business Wire
UserTesting Helps Drive the Future of Retail Banking Experiences with Real Human Insight
January 11, 2023
From
UserTesting
Via
Business Wire
Tickers
USER
UserTesting Joins Export Partner Hub by Google
December 21, 2022
From
UserTesting
Via
Business Wire
Tickers
USER
UserTesting Helps Companies to Safely Test Health and Wellness Experiences with HIPAA-Compliant Feedback
December 13, 2022
From
UserTesting
Via
Business Wire
Tickers
USER
UserTesting Announces Expiration of “Go-Shop” Period
December 13, 2022
From
UserTesting
Via
Business Wire
Tickers
USER
Global Survey Commissioned by UserTesting Reveals In-Store Black Friday Holiday Shopping is Back and Consumer Expectations Remain High
October 25, 2022
From
UserTesting
Via
Business Wire
Tickers
USER
UserTesting Joins the Zoom ISV Partner Program
November 08, 2022
From
UserTesting
Via
Business Wire
Tickers
USER
UserTesting Announces the illumi Award Winners at the Human Insight Summit 2022
October 18, 2022
From
UserTesting
Via
Business Wire
Tickers
USER
UserTesting’s New Templates Help Companies Tap More Diverse Customer Perspectives
October 31, 2022
From
UserTesting
Via
Business Wire
Tickers
USER
UserTesting to Announce Financial Results for Third Quarter 2022 on November 2, 2022
October 18, 2022
From
UserTesting
Via
Business Wire
Tickers
USER
UserTesting’s New Templates Help Companies Humanize Data Privacy and Security
September 22, 2022
From
UserTesting
Via
Business Wire
Tickers
USER
UserTesting’s New Templates Help Retailers Tap Into the Power of Consumer Insight to Drive Stronger Black Friday and Holiday Sales
August 23, 2022
From
UserTesting
Via
Business Wire
Tickers
USER
UserTesting Announces Participation at Upcoming Conferences
July 25, 2022
From
UserTesting
Via
Business Wire
Tickers
USER
UserTesting Enhances Its Machine Learning-Powered Post-Test Analysis and Redesigns Its Platform Experience for Improved Team Collaboration
July 13, 2022
From
UserTesting
Via
Business Wire
Tickers
USER
UserTesting Introduces Test Templates to Help Companies Understand Changing Customer Perceptions Around Inflation
June 30, 2022
From
UserTesting
Via
Business Wire
Tickers
USER
San Francisco Chronicle Names UserTesting a 2022 San Francisco Bay Area Top Workplace
June 27, 2022
From
UserTesting
Via
Business Wire
Tickers
USER
< Previous
1
2
Next >
Stock Quote API & Stock News API supplied by
www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the
Privacy Policy
and
Terms Of Service
.
© 2025 FinancialContent. All rights reserved.