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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 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
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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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Engagesmart Inc
(NY:
ESMT
)
N/A
UNCHANGED
Last Price
Updated: 7:00 PM EST, Jan 25, 2024
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Press Releases about Engagesmart Inc
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DonorDrive Announces Updates to DonorDrive for Salesforce on Salesforce AppExchange
February 27, 2024
From
EngageSmart
Via
Business Wire
DonorDrive Announces Support for Donor Advised Fund Payments with Chariot Collaboration
January 23, 2024
From
EngageSmart
Via
Business Wire
EngageSmart Appoints Dan Freund as Chief Sales Officer, Enterprise Solutions
January 08, 2024
From
EngageSmart
Via
Business Wire
ENGAGESMART INVESTOR ALERT by the Former Attorney General of Louisiana: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of EngageSmart, Inc. - ESMT
December 29, 2023
From
Kahn Swick & Foti, LLC
Via
Business Wire
EngageSmart Awarded Gold in 13th Annual Best in Biz Awards’ Best Place to Work Category
December 13, 2023
From
EngageSmart, Inc.
Via
Business Wire
SimplePractice and Lucet Announce Strategic Agreement to Boost Access to Behavioral Healthcare
December 06, 2023
From
EngageSmart
Via
Business Wire
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: EngageSmart, Inc. (NYSE – ESMT), WaveDancer, Inc. (Nasdaq – WAVD), Graphite Bio, Inc. (Nasdaq – GRPH), CapStar Financial Holdings, Inc. (Nasdaq – CSTR)
December 04, 2023
From
Brodsky & Smith LLC
Via
GlobeNewswire
InvoiceCloud and Harris Customers Increase AutoPay Enrollment by Average of 147% within First Year of Integrated Solution Implementation
December 04, 2023
From
EngageSmart
Via
Business Wire
InvoiceCloud Releases Annual State of Online Payments Report
November 28, 2023
From
EngageSmart
Via
Business Wire
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: EngageSmart, Inc. (NYSE – ESMT), WaveDancer, Inc. (Nasdaq – WAVD), Graphite Bio, Inc. (Nasdaq – GRPH), CapStar Financial Holdings, Inc. (Nasdaq – CSTR),
November 27, 2023
From
Brodsky & Smith LLC
Via
GlobeNewswire
NYSE: ESMT Investor Notice: Investigation over Possible Securities Laws Violations by EngageSmart, Inc.
November 27, 2023
San Diego, CA -- (SBWIRE) -- 11/27/2023 -- An investigation was announced for investors of EngageSmart, Inc. (NYSE: ESMT) shares over potential securities laws violations by EngageSmart, Inc.
Via
SBWire
EngageSmart Announces Expiration of “Go-Shop” Period
November 23, 2023
From
EngageSmart
Via
Business Wire
DonorDrive Releases Product Enhancements Designed to Help Enterprise Nonprofits Increase Revenue
November 21, 2023
From
EngageSmart
Via
Business Wire
SimplePractice Launches a Measurement-Based Care Solution to Enhance Patient Progress Tracking
November 15, 2023
From
EngageSmart
Via
Business Wire
EngageSmart Honored With Multiple Wins at 20th Annual Stevie® Awards for Women in Business
November 13, 2023
From
EngageSmart
Via
Business Wire
EngageSmart Named Among Fastest-Growing Companies in North America According to 2023 Deloitte Technology Fast 500™
November 08, 2023
From
EngageSmart
Via
Business Wire
EngageSmart Announces Third Quarter 2023 Results
November 02, 2023
From
EngageSmart
Via
Business Wire
ENGAGESMART SHAREHOLDER ALERT: Kaskela Law LLC Announces Investigation of EngageSmart, Inc. (NYSE: ESMT) and Encourages Investors to Contact the Firm
October 30, 2023
From
Kaskela Law LLC
Via
Business Wire
InvoiceCloud Announces New Integrated Solution with Oracle Energy and Water
October 26, 2023
From
EngageSmart
Via
Business Wire
ENGAGESMART INVESTOR ALERT by the Former Attorney General of Louisiana: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of EngageSmart, Inc. - ESMT
October 24, 2023
From
Kahn Swick & Foti, LLC
Via
Business Wire
SHAREHOLDER NEWS: Johnson Fistel Investigates Proposed Sale of EngageSmart to Vista Equity. Is $23.00 a Fair Price?
October 24, 2023
From
Johnson Fistel, LLP
Via
Business Wire
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: EngageSmart, Inc. (NYSE – ESMT), Hess Corporation (NYSE – HES), Textainer Group Holdings Limited (NYSE – TGH), INVO Bioscience, Inc. (Nasdaq – INVO)
October 23, 2023
From
Brodsky & Smith LLC
Via
GlobeNewswire
ENGAGESMART (ESMT) SHAREHOLDER ALERT - Andrews & Springer LLC Is Investigating EngageSmart, Inc. For Potential Breaches of Fiduciary Duty
October 23, 2023
From
Andrews & Springer LLC
Via
Business Wire
ESMT Stock Alert: Halper Sadeh LLC Is Investigating Whether the Sale of EngageSmart, Inc. Is Fair to Shareholders
October 23, 2023
From
Halper Sadeh LLC
Via
Business Wire
EngageSmart Agrees to Be Acquired by Vista Equity Partners for $4.0 Billion
October 23, 2023
From
EngageSmart
Via
Business Wire
EngageSmart Named to Energage’s 2023 Top Workplaces in Culture Excellence for Employee Well-Being, DE&I Practices, Employee Appreciation, and Professional Development
October 18, 2023
From
EngageSmart, Inc.
Via
Business Wire
InvoiceCloud Selected for the 2023 PropertyCasualty360 Insurance Luminaries Awards
October 02, 2023
From
EngageSmart
Via
Business Wire
Over Half of Therapists Have Experienced Burnout in the Past Year, According to SimplePractice Survey
October 02, 2023
From
EngageSmart
Via
Business Wire
DonorDrive Presents Charity World at TwitchCon 2023
September 26, 2023
From
EngageSmart
Via
Business Wire
EngageSmart Honored with Multiple Wins at 2023 Stevie® Awards for Great Employers
September 19, 2023
From
EngageSmart Inc.
Via
Business Wire
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