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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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Back Dated Performance Reports
Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
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
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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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Freshworks Inc. - Class A Common Stock
(NQ:
FRSH
)
12.32
UNCHANGED
Streaming Delayed Price
Updated: 4:00 PM EST, Dec 23, 2025
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Press Releases about Freshworks Inc. - Class A Common Stock
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Freshworks to Deepen its IT Service and Operations Portfolio with Acquisition of FireHydrant’s AI-Native Incident Management and Reliability Platform
December 15, 2025
From
Freshworks Inc
Via
GlobeNewswire
Freshworks Launches AI-Powered Capabilities to Elevate the Employee Experience and Turn Complexity into Growth
November 13, 2025
Updates to Freshservice, Freddy AI Agent and Freddy AI Insights help to uncomplicate enterprise service delivery, modernizes IT, and grows trust with employees
From
Freshworks Inc
Via
GlobeNewswire
Freshworks Launches New AI Capabilities to Minimize Customer Service Fragmentation and Deliver Faster, More Personal Support
November 13, 2025
The new Freshdesk Command Center, Vertical AI Agents, and Freddy AI Insights eliminate service complexity so brands can focus on building stronger customer relationships
From
Freshworks Inc
Via
GlobeNewswire
20% of Software Budgets Wasted on Unnecessary Business Complexity, Freshworks Survey Finds
November 10, 2025
New research identifies the "growth tax" on companies due to enterprise software-induced complexity, which drains millions of dollars and costs employees nearly a full workday each week in lost...
From
Freshworks Inc
Via
GlobeNewswire
Freshworks Expands Enterprise Service Management to Power All Business Functions
November 05, 2025
Freshservice for Business Teams has doubled in ARR as an add-on to Freshservice ITSM and is now available as an independent product for non-IT functions
From
Freshworks Inc
Via
GlobeNewswire
Freshworks Reports Third Quarter 2025 Results
November 05, 2025
From
Freshworks Inc
Via
GlobeNewswire
Freshworks to Announce Third Quarter 2025 Financial Results on November 5, 2025
October 08, 2025
From
Freshworks Inc
Via
GlobeNewswire
Freshworks Appoints Enrique Ortegon as Senior Vice President and General Manager of Americas Field Sales
October 07, 2025
Former DocuSign and Salesforce executive joins to drive growth and customer expansion across North and South America
From
Freshworks Inc
Via
GlobeNewswire
Freshworks to Host Investor Day 2025 on September 11, 2025
August 05, 2025
From
Freshworks Inc
Via
GlobeNewswire
Freshworks to Participate in the Oppenheimer 28th Annual Technology, Internet & Communications Conference
August 04, 2025
From
Freshworks Inc
Via
GlobeNewswire
Freshworks Reports Second Quarter 2025 Results
July 29, 2025
From
Freshworks Inc
Via
GlobeNewswire
McLaren Racing announces Freshworks as an Official Partner of the McLaren Formula 1 Team
July 22, 2025
From
Freshworks Inc
Via
GlobeNewswire
Freshworks to Announce Second Quarter 2025 Financial Results on July 29, 2025
July 02, 2025
From
Freshworks Inc
Via
GlobeNewswire
Freshworks Launches Freshservice Journeys to Make Work Life Easier by Removing Frustration from Employee Experiences
June 30, 2025
Freshservice Journeys is an AI-powered capability that simplifies complex workflows spanning HR, IT, facilities, and more, to help organizations deliver an exceptional experience during employee...
From
Freshworks Inc
Via
GlobeNewswire
Freshworks Names Ian Tickle as Chief of Global Field Operations
June 18, 2025
Tickle transitions from interim role to permanent position, bringing 30 years of global sales experience to continue driving the company’s growth
From
Freshworks Inc
Via
GlobeNewswire
Freshworks Advances its Agentic AI Platform To Uncomplicate Service Software For Companies Big and Small
June 11, 2025
New agentic capabilities resolve service requests autonomously, deliver real-time insights and simplify the deployment of AI agents for support teams
From
Freshworks Inc
Via
GlobeNewswire
Freshworks to Participate in Upcoming Investor Conferences
May 08, 2025
From
Freshworks Inc
Via
GlobeNewswire
Freshworks Reports First Quarter 2025 Results
April 29, 2025
From
Freshworks Inc
Via
GlobeNewswire
Freshworks to Announce First Quarter 2025 Financial Results on April 29, 2025
April 03, 2025
From
Freshworks Inc
Via
GlobeNewswire
Freshworks Launches New Partner Program with Expanded Reseller and Services Offerings
April 02, 2025
Uncomplicated service software, flexible engagement models, and a new services delivery program help Freshworks partners accelerate time to value
From
Freshworks Inc
Via
GlobeNewswire
Freshworks to Participate in Upcoming Investor Conferences
February 26, 2025
From
Freshworks Inc
Via
GlobeNewswire
Freshworks and Unisys Join Forces to Transform IT Service Management for Mid-Market and Enterprise Companies
February 26, 2025
The new strategic relationship underscores Freshworks’ plans to scale the global distribution of its uncomplicated service software
From
Freshworks Inc
Via
GlobeNewswire
Freshworks Reports Fourth Quarter and Full Year 2024 Results
February 11, 2025
From
Freshworks Inc
Via
GlobeNewswire
Freshworks to Announce Fourth Quarter and Full Year 2024 Financial Results on February 11, 2025
January 09, 2025
From
Freshworks Inc
Via
GlobeNewswire
Freshworks to Participate in 27th Annual Needham Growth Conference
January 07, 2025
From
Freshworks Inc
Via
GlobeNewswire
Freshworks Appoints Srinivasan Raghavan as Chief Product Officer
December 02, 2024
Former executive at RingCentral, Five9 and Cisco, joins to lead product innovation and scale growth of Freshworks’ AI, CX and EX solutions
From
Freshworks Inc
Via
GlobeNewswire
Freshworks to Participate in UBS Global Technology Conference
November 26, 2024
From
Freshworks Inc
Via
GlobeNewswire
Freshworks Reports Third Quarter 2024 Results
November 06, 2024
From
Freshworks Inc
Via
GlobeNewswire
Freshworks Unveils Easy-To-Use AI Agent to Improve the Customer and Employee Experience
October 23, 2024
Deployed in minutes without code or consultants, Freddy AI Agent delivers fast time to value, autonomously resolving 40%+ of beta users' tickets
From
Freshworks Inc
Via
GlobeNewswire
Freshworks to Announce Third Quarter 2024 Financial Results on November 6, 2024
October 14, 2024
From
Freshworks Inc
Via
GlobeNewswire
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