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home
about us
Investment Approach
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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
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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
Bond Fund Seminar
RSVP-Signup Form
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WalkMe Ltd. - Ordinary Shares
(NQ:
WKME
)
13.95
UNCHANGED
Last Price
Updated: 4:00 PM EDT, Sep 11, 2024
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Press Releases about WalkMe Ltd. - Ordinary Shares
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Employees Left Behind in Workplace AI Boom, New WalkMe Survey Finds
August 27, 2025
Nearly 80% of employees admit to using unapproved AI tools, exposing businesses to risk and wasted ROI
From
WalkMe Inc.
Via
GlobeNewswire
Enterprises wasted $104M on underused tech in 2024 while 75% of workers struggle to harness AI efficiencies, new WalkMe research finds
February 25, 2025
AI investment booms with major gap between AI ambitions and employee readiness
From
WalkMe Inc.
Via
GlobeNewswire
Category Creator WalkMe Recognized As The “AI-Powered DAP for the Enterprise” In Industry Analyst Report
November 26, 2024
Latest product updates drive scalable enterprise success with generative AI in the flow of work
From
WalkMe Inc.
Via
GlobeNewswire
Industry Analyst Reports Confirm Digital Adoption Platforms (DAPs) Are Must-Have Enterprise Technology As Category Reaches New Heights
October 01, 2024
WalkMe’s generative AI capabilities shine amid AI transformation imperative
From
WalkMe Inc.
Via
GlobeNewswire
SAP Completes Acquisition of WalkMe
September 12, 2024
From
WalkMe Inc.
Via
GlobeNewswire
WalkMe Doubles Down on AI Innovation, Releases Enhancements to Award-Winning Copilot, WalkMe(X)
August 19, 2024
From
WalkMe Inc.
Via
GlobeNewswire
WalkMe Ltd. Announces Second Quarter 2024 Financial Results
August 01, 2024
From
WalkMe Inc.
Via
GlobeNewswire
Digital Adoption Professionals Emerge as Key Players in AI Transformation, New WalkMe Survey Reveals
July 25, 2024
WalkMe celebrates Digital Adoption Platform (DAP) Professionals Day with new survey data
From
WalkMe Inc.
Via
GlobeNewswire
WalkMe Celebrates Winners of Annual Realizer Awards
July 02, 2024
Awards honor innovative companies and individuals on the forefront of technology transformation
From
WalkMe Inc.
Via
GlobeNewswire
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Diamond Offshore Drilling, Inc (NYSE - DO), PowerSchool Holdings, Inc. (NYSE - PWSC), SPAR Group, Inc. (Nasdaq - SGRP), WalkMe Ltd. (Nasdaq - WKME)
June 18, 2024
From
Brodsky & Smith LLC
Via
GlobeNewswire
WalkMe Unveils WalkMe(X): The Premier Contextual AI Copilot Designed For The Enterprise
June 18, 2024
Uniquely suited for AI transformation, the new cross-app copilot democratizes AI for every employee, driving unparalleled productivity
From
WalkMe Inc.
Via
GlobeNewswire
WalkMe Discovers Workplace AI SOS: We Need Help Along The Way!
June 18, 2024
More than half of respondents surveyed are using AI at work with 86% craving a copilot’s help
From
WalkMe Inc.
Via
GlobeNewswire
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Diamond Offshore Drilling, Inc (NYSE - DO), PowerSchool Holdings, Inc. (NYSE - PWSC), SPAR Group, Inc. (Nasdaq - SGRP), WalkMe Ltd. (Nasdaq - WKME)
June 10, 2024
From
Brodsky & Smith LLC
Via
GlobeNewswire
WalkMe's Partner Ecosystem Gains Momentum, Adds New Strategic Alliances With Industry Leaders
May 23, 2024
Cognizant and UST help customers navigate AI transformation and expand European reach
From
WalkMe Inc.
Via
GlobeNewswire
WalkMe Ltd. Announces First Quarter 2024 Financial Results
May 22, 2024
From
WalkMe Inc.
Via
GlobeNewswire
WalkMe Announces New Generative AI Capabilities in Spring Product Release
May 20, 2024
New innovations serve as a preview to broader upcoming GenAI offering
From
WalkMe Inc.
Via
GlobeNewswire
WalkMe Sets the Stage for Powering Successful AI Transformation at Industry Analyst Day
May 13, 2024
Industry analysts gain insights into WalkMe's visionary approach to AI-driven digital adoption
From
WalkMe Inc.
Via
GlobeNewswire
WalkMe Announces Date of First Quarter 2024 Financial Results and Conference Call
May 08, 2024
From
WalkMe Inc.
Via
GlobeNewswire
WalkMe Cements Category Leadership with Continued AI Innovation, Industry Recognition, and Financial Growth
April 15, 2024
Building on a transformative year of customer satisfaction and product achievements that advance AI in the workplace, WalkMe will gather changemakers at its annual Realize conference on June 18
From
WalkMe Inc.
Via
GlobeNewswire
WalkMe Ltd. Files Annual Report on Form 20-F
March 18, 2024
From
WalkMe Inc.
Via
GlobeNewswire
WalkMe to Present at Upcoming Investor Conference
March 04, 2024
From
WalkMe Inc.
Via
GlobeNewswire
WalkMe Ltd. Announces Fourth Quarter and Full Year 2023 Financial Results
February 21, 2024
From
WalkMe Inc.
Via
GlobeNewswire
WalkMe Introduces Workflow Accelerators to Eliminate Friction in Workflows
February 20, 2024
Customizable solutions increase process effectiveness, reduce risk, and boost employee productivity by eliminating friction in mission-critical workflows for HR, Sales, IT, and Finance
From
WalkMe Inc.
Via
GlobeNewswire
Enterprises losing more than $1M a week through inefficient technology use, WalkMe report reveals
February 07, 2024
Investment in digital adoption technology rises 63% year-over-year, as employees spend 44 working days a year compensating for technology issues
From
WalkMe Inc.
Via
GlobeNewswire
WalkMe Announces Date of Fourth Quarter and Full Year 2023 Financial Results and Conference Call
February 06, 2024
From
WalkMe Inc.
Via
GlobeNewswire
Jim Nairn of WalkMe Recognized as 2024 CRN® Channel Chief
February 05, 2024
From
WalkMe Inc.
Via
GlobeNewswire
WalkMe Survey Shows Half of Workers Don’t File Expense Reports, Leaving Billions of Dollars on the Table
December 20, 2023
Unreimbursed expenses creates job stress (48%) and financial tension during the holidays (28%); U.S. workers leave $2 billion behind annually
From
WalkMe Inc.
Via
GlobeNewswire
WalkMe Enhances Customer Access with Availability on AWS Marketplace
November 29, 2023
From
WalkMe Inc.
Via
GlobeNewswire
WalkMe to Present at Upcoming Investor Conference
November 28, 2023
From
WalkMe Inc.
Via
GlobeNewswire
WalkMe Announces Winners of Annual Realizer Awards
November 15, 2023
Awards recognize companies and industry leaders reaching new heights through Digital Adoption
From
WalkMe Inc.
Via
GlobeNewswire
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