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home
about us
Investment Approach
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Market Analysis Summary
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Team Biographies
Firm ADV PDFs
Form CRS
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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
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
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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
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Updated: 7:00 PM EST, Jan 11, 2023
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Thoma Bravo and Sunstone Partners Complete Acquisition of UserTesting
January 12, 2023
From
UserTesting, Inc.
Via
Business Wire
UserTesting Helps Drive the Future of Retail Banking Experiences with Real Human Insight
January 11, 2023
From
UserTesting
Via
Business Wire
UserTesting Joins Export Partner Hub by Google
December 21, 2022
From
UserTesting
Via
Business Wire
USERTESTING INVESTOR ALERT by the Former Attorney General of Louisiana: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of UserTesting, Inc. - USER
December 13, 2022
From
Kahn Swick & Foti, LLC
Via
Business Wire
UserTesting Helps Companies to Safely Test Health and Wellness Experiences with HIPAA-Compliant Feedback
December 13, 2022
From
UserTesting
Via
Business Wire
UserTesting Announces Expiration of “Go-Shop” Period
December 13, 2022
From
UserTesting
Via
Business Wire
UserTesting Joins the Zoom ISV Partner Program
November 08, 2022
From
UserTesting
Via
Business Wire
Venture Capital and Private Equity Continue to Have a Taste for HR and HCM Tech Opportunities
November 03, 2022
The Surprise: While recession risks have led VCs & PEs to press pause on many pandemic favorites, the Human Capital
Via
Spotlight Growth
Topics
Economy
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations:) Altra Industrial Motion Corp. (Nasdaq - AIMC), UserTesting, Inc. (NYSE - USER), AVEO Pharmaceuticals, Inc. (Nasdaq - AVEO), Limestone Bancorp, Inc. (Nasdaq - LMST)
October 31, 2022
From
Brodsky & Smith LLC
Via
GlobeNewswire
USERTESTING INVESTOR ALERT by the Former Attorney General of Louisiana: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of UserTesting, Inc. - USER
October 28, 2022
From
Kahn Swick & Foti, LLC
Via
Business Wire
UserTesting (NYSE: USER) Releases Q3 2022 Financials and Enters Into Agreement to be Acquired by Thoma Bravo and Sunstone Partners for $1.3 Billion
October 27, 2022
Via
Spotlight Growth
UserTesting’s New Templates Help Companies Tap More Diverse Customer Perspectives
October 31, 2022
From
UserTesting
Via
Business Wire
USER Stock Alert: Halper Sadeh LLC Is Investigating Whether the Sale of UserTesting, Inc. Is Fair to Shareholders
October 27, 2022
From
Halper Sadeh LLC
Via
Business Wire
UserTesting Reports Third Quarter 2022 Financial Results
October 27, 2022
From
UserTesting, Inc.
Via
Business Wire
UserTesting to be Acquired by Thoma Bravo and Sunstone Partners for $1.3Bn
October 27, 2022
From
UserTesting, Inc.
Via
Business Wire
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
UserTesting Rethinks the One-Way Mirror Concept for a Remote, Virtual Usability Lab
October 19, 2022
From
UserTesting, Inc.
Via
Business Wire
UserTesting Announces the illumi Award Winners at the Human Insight Summit 2022
October 18, 2022
From
UserTesting
Via
Business Wire
UserTesting to Announce Financial Results for Third Quarter 2022 on November 2, 2022
October 18, 2022
From
UserTesting
Via
Business Wire
UserTesting Announces Jon Picoult to Keynote Second Annual Human Insight Summit
October 10, 2022
From
UserTesting, Inc.
Via
Business Wire
UserTesting Partners with AKQA to Help Global Brands Create and Deliver Innovative Digital Customer Experiences
September 27, 2022
From
UserTesting, Inc.
Via
Business Wire
UserTesting’s New Templates Help Companies Humanize Data Privacy and Security
September 22, 2022
From
UserTesting
Via
Business Wire
Oakland Roots Sports Club Scores Hat-Trick with the UserTesting Human Insight Platform
September 08, 2022
From
UserTesting, Inc.
Via
Business Wire
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
Krikey Accelerates Development Of Its New Web3 Metaverse Game With UserTesting
August 22, 2022
From
UserTesting, Inc.
Via
Business Wire
UserTesting Reports Second Quarter 2022 Financial Results
August 04, 2022
From
UserTesting, Inc.
Via
Business Wire
UserTesting’s New Templates Help Mitigate Risk During Digital Product Development and Provide Greater Agility Amid Changing Market Conditions
July 26, 2022
From
UserTesting, Inc.
Via
Business Wire
UserTesting Announces Participation at Upcoming Conferences
July 25, 2022
From
UserTesting
Via
Business Wire
UserTesting to Announce Financial Results for Second Quarter 2022 on August 4, 2022
July 20, 2022
From
UserTesting, Inc.
Via
Business Wire
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
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