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TSL's Turnkey Operation Platform
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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
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Powerschool Holdings Inc Cl A
(NY:
PWSC
)
22.81
UNCHANGED
Last Price
Updated: 7:00 PM EDT, Sep 30, 2024
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58 Biggest Movers From Yesterday
↗
December 14, 2021
Gainers Arena Pharmaceuticals, Inc. (NASDAQ: ARNA) shares jumped 80.4% to close at $90.08 on Monday. Pfizer agreed to acquire Arena Pharmaceuticals for $100 per share in an all-...
Via
Benzinga
40 Stocks Moving In Monday's Mid-Day Session
↗
December 13, 2021
Gainers Arena Pharmaceuticals, Inc. (NASDAQ: ARNA) shares climbed 83.4% to $91.52. Pfizer agreed to acquire Arena Pharmaceuticals for $100 per share in an all-cash transaction....
Via
Benzinga
Analyst Ratings For PowerSchool Holdings
↗
November 11, 2021
Over the past 3 months, 11 analysts have published their opinion on PowerSchool Holdings (NYSE:
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For December 13, 2021
↗
December 13, 2021
Upgrades According to B of A Securities, the prior rating for Globus Medical Inc (NYSE:
Via
Benzinga
PowerSchool Education Fund Adds Seven University Partners, Supporting Hundreds of Future Teachers as They Look to Enter the Profession
November 30, 2021
From
PowerSchool Holdings, Inc.
Via
Business Wire
12 Consumer Discretionary Stocks Moving In Thursday's Intraday Session
↗
November 11, 2021
Gainers Fossil Group (NASDAQ:FOSL) share...
Via
Benzinga
PowerSchool to Acquire Kickboard, a Leading Provider of K-12 Education Behavior Management Solutions, to Support Student Social-Emotional Learning and Mental Health
November 10, 2021
From
PowerSchool Holdings, Inc.
Via
Business Wire
PowerSchool Announces Third Quarter 2021 Financial Results
November 10, 2021
From
PowerSchool Holdings, Inc.
Via
Business Wire
12 Consumer Discretionary Stocks Moving In Monday's After-Market Session
↗
November 01, 2021
Gainers Vuzix (NASDAQ:VUZI) stock increa...
Via
Benzinga
PowerSchool Announces Third Quarter 2021 Earnings Release and Conference Call Date; Presenting at Upcoming Investor Conferences
October 20, 2021
From
PowerSchool Holdings, Inc.
Via
Business Wire
What 10 Analyst Ratings Have To Say About PowerSchool Holdings
↗
October 13, 2021
Analysts have provided the following ratings for PowerSchool Holdings (NYSE:PWSC...
Via
Benzinga
PowerSchool Announces New Simplified Human Resources Management System for K-12 Education
October 12, 2021
From
PowerSchool Holdings, Inc.
Via
Business Wire
Positioning In SmileDirectClub Highest On Record
↗
September 25, 2021
Let's take a look at this week's short interest trends among some of the most widely followed high-short-float stocks.
Via
Talk Markets
12 Consumer Discretionary Stocks Moving In Friday's After-Market Session
↗
September 17, 2021
Gainers PowerSchool Holdings (NYSE:PWSC) s...
Via
Benzinga
What 9 Analyst Ratings Have To Say About PowerSchool Holdings
↗
September 10, 2021
Within the last quarter, PowerSchool Holdings (NYSE:PWSC) has observed the fo...
Via
Benzinga
12 Consumer Discretionary Stocks Moving In Thursday's After-Market Session
↗
September 09, 2021
Gainers Vince Holding (NYSE:VNCE) stock ro...
Via
Benzinga
PowerSchool Announces Second Quarter 2021 Financial Results
September 09, 2021
From
PowerSchool Holdings, Inc.
Via
Business Wire
Earnings Scheduled For September 9, 2021
↗
September 09, 2021
Companies Reporting Before The Bell • Li-Cycle Holdings (NYSE:LICY) is likely to report earnings for its third quarter. • Trinity Biotech (NASDAQ:TRIB) is...
Via
Benzinga
PowerSchool Honored with Several Top Industry Awards for Innovative Solutions that Help Move Education Forward
August 31, 2021
From
PowerSchool
Via
Business Wire
PowerSchool Readies Thousands of School Districts Across the U.S. for the New School Year
August 27, 2021
From
PowerSchool
Via
Business Wire
12 Consumer Discretionary Stocks Moving In Thursday's After-Market Session
↗
August 26, 2021
Gainers Gap (NYSE:GPS) shares increased by ...
Via
Benzinga
PowerSchool Announces Second Quarter 2021 Earnings Release and Conference Call
August 19, 2021
From
PowerSchool Holdings, Inc.
Via
Business Wire
CORRECTING and REPLACING PowerSchool Announces Closing of Underwriters' Option to Purchase Additional Shares
August 13, 2021
From
PowerSchool Holdings, Inc
Via
Business Wire
PowerSchool Announces Full Exercise and Closing of Underwriters' Option to Purchase Additional Shares
August 12, 2021
From
PowerSchool Holdings, Inc
Via
Business Wire
PowerSchool Raises $710.5M Via IPO At $18 Per Share, Trading Begins Today
↗
July 28, 2021
The cloud-based software provider for K-12 education in North America PowerSchool Holdings, Inc, (NYSE: PWSC) priced 39.5 million shares at $18 per share in its ...
Via
Benzinga
Topics
Initial Public Offering
PowerSchool Announces Pricing of Initial Public Offering
July 28, 2021
From
PowerSchool Holdings, Inc.
Via
Business Wire
The IPO Market Is On Fire With Another Record Week Ahead
↗
July 27, 2021
After another week of record activity, the IPO market will be even hotter with 25 scheduled IPOs this week. If all scheduled IPOs begin trading as expected, this will be the...
Via
Benzinga
Topics
Initial Public Offering
A Look At Upcoming IPOs For The Week: Robinhood, PowerSchool, Duolingo
↗
July 26, 2021
With the start of a new week comes the excitement surrounding a new set of companies looking to make an impact through their public offerings. According to Benzinga Pro, these...
Via
Benzinga
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