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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
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Stride, Inc. Common Stock
(NY:
LRN
)
86.69
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Updated: 7:00 PM EST, Mar 4, 2026
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Joseph Wenzel Receives Governor’s Merit Scholarship
March 04, 2024
From
Stride, Inc.
Via
Business Wire
Indiana Choice Scholarship Program Provides Financial Assistance to K12-Powered Private Schools
February 29, 2024
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Via
Business Wire
Volunteer State Virtual Academy Enrollment Opens for 2024-2025 School Year
February 28, 2024
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Via
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February 28, 2024
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Business Wire
Grand Canyon Private Academy Earns Initial Accreditation, Adds Twelfth-Grade
February 27, 2024
From
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Via
Business Wire
You Have Options: K12 Private Academy Enrollment Opens for 2024-2025 School Year
February 27, 2024
From
Stride, Inc.
Via
Business Wire
Texas Online Preparatory School Now Enrolling for 2024-25 School Year
February 27, 2024
From
Stride, Inc.
Via
Business Wire
Enrollment Now Open at Tuition-free Online Public School Minnesota Virtual Academy for 2024-2025 School Year
February 27, 2024
From
Stride, Inc.
Via
Business Wire
Enrollment Now Open at Tuition-Free Online Public School Michigan Virtual Charter Academy for 2024-2025 School Year
February 27, 2024
From
Stride, Inc.
Via
Business Wire
Enrollment for the 2024-2025 School Year is Now Open at North Carolina Virtual Academy
February 27, 2024
From
Stride, Inc.
Via
Business Wire
George Washington University Online High School Enrollment Open for 2024-2025 School Year
February 27, 2024
From
Stride, Inc.
Via
Business Wire
Lone Star Online Academy at Roscoe Now Enrolling for 2024-25 School Year
February 26, 2024
From
Stride, Inc.
Via
Business Wire
Enrollment Now Open at Tuition-Free Online Public School Minnesota Virtual Academy for 2024-2025 School Year
February 26, 2024
From
Stride, Inc.
Via
Business Wire
Enrollment Now Open at Tuition-free Online Public School Highpoint Virtual Academy of Michigan for 2024-2025 School Year
February 26, 2024
From
Stride, Inc.
Via
Business Wire
Louisiana Virtual Charter Academy Enrollment Open for 2024-2025 School Year
February 23, 2024
From
Stride, Inc.
Via
Business Wire
Idaho Virtual Academy and Insight School of Idaho Enrollment Open for 2024-2025 School Year
February 23, 2024
From
Stride, Inc.
Via
Business Wire
Oklahoma Virtual Charter Academy Now Enrolling for 2024-25 School Year
February 23, 2024
From
Stride, Inc.
Via
Business Wire
Texas Virtual Academy at Hallsville Now Enrolling for 2024-25 School Year
February 23, 2024
From
Stride, Inc.
Via
Business Wire
West Virginia Virtual Academy Now Enrolling for the 2024-2025 School Year for Grades K Through 12
February 23, 2024
From
Stride, Inc.
Via
Business Wire
Enrollment Now Open at Tuition-Free Online Public School Insight School of Michigan for 2024-2025 School Year
February 23, 2024
From
Stride, Inc.
Via
Business Wire
Enrollment Opens for the 2024-2025 Academic School Year at Three California K12-Powered Online Schools
February 22, 2024
From
Stride, Inc.
Via
Business Wire
Oregon Stride K-12 Schools Enrollment Open for 2024-2025 School Year
February 22, 2024
From
Stride, Inc.
Via
Business Wire
Washington Virtual Academies and Insight School of Washington Open Enrollment for 2024-2025 School Year
February 22, 2024
From
Stride, Inc.
Via
Business Wire
Destinations Career Academy of New Mexico Enrollment Open for 2024-2025 School Year
February 22, 2024
From
Stride, Inc.
Via
Business Wire
Wyoming Virtual Academy Enrollment Open for 2024-2025 School Year
February 22, 2024
From
Stride, Inc.
Via
Business Wire
Enrollment is Open for Students Across Idaho Looking for a Personalized Approach to Learning
February 22, 2024
From
Stride, Inc.
Via
Business Wire
2024-2025 Enrollment Opens for Three K12-Powered Online Schools in Colorado
February 22, 2024
From
Stride, Inc.
Via
Business Wire
Enrollment is Open for Students Across Arkansas Looking for a Personalized Approach to Learning
February 22, 2024
From
Stride, Inc.
Via
Business Wire
Own Your Future: Two Online Schools in Kansas Accepting Enrollment for 2024-2025 School Year
February 22, 2024
From
Stride, Inc.
Via
Business Wire
Two Missouri Online Schools Accepting Enrollment for 2024-2025 School Year
February 22, 2024
From
Stride, Inc.
Via
Business Wire
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