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home
about us
Investment Approach
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Market Analysis Summary
Mission Statement
Value Proposition
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
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Back Dated Performance Reports
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Event Schedule
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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
UNCHANGED
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Updated: 7:00 PM EST, Mar 4, 2026
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New Teachers Get a Strong Start with Free Access to Stride Professional Development Center
September 05, 2023
From
Stride, Inc.
Via
Business Wire
10 Consumer Discretionary Stocks Whale Activity In Today's Session
↗
September 01, 2023
Via
Benzinga
Stride, Inc. Uses the Power of Play to Better Engage Students
August 31, 2023
From
Stride, Inc.
Via
Business Wire
Why STRIDE INC (NYSE:LRN) should be investigated by quality investors.
↗
August 24, 2023
Why the quality investor may take a look at STRIDE INC (NYSE:LRN).
Via
Chartmill
Stride Inc. (NYSE: LRN) Making Surprising Moves in Wednesday Session
August 16, 2023
Via
Investor Brand Network
Stride Earnings Preview
↗
August 14, 2023
Via
Benzinga
Stride, Inc. Partners with Wonder Media to Use Animated Stories and Enhance Learning
August 30, 2023
From
Stride, Inc.
Via
Business Wire
Colorado Tuition-Free Virtual Public Schools Welcome Students Back to School
August 23, 2023
From
Stride, Inc.
Via
Business Wire
Picture Yourself as a Winner in the K12 National Photography Competition
August 23, 2023
From
Stride, Inc.
Via
Business Wire
Come to the Zone: Where School Can Be Safe…and Fun! New “K12 Zone” Provides an Innovative, Engaging, and Safe Virtual Campus for K-12 Students
August 22, 2023
From
Stride, Inc.
Via
Business Wire
Tuition-Free Virtual Public Schools Welcome Arizona Students Back to School
August 21, 2023
From
Stride, Inc.
Via
Business Wire
Tuition-Free Virtual Public Schools Ready to Welcome Minnesota Students Back to School
August 16, 2023
From
Stride, Inc.
Via
Business Wire
Tuition-Free Virtual Public Schools Ready to Welcome Michigan Students Back to School
August 16, 2023
From
Stride, Inc.
Via
Business Wire
Tuition-Free Virtual Public Schools Ready to Welcome Ohio Students Back to School
August 16, 2023
From
Stride, Inc.
Via
Business Wire
Performance Food Group, Stride, Progressive, H&R Block And Other Big Stocks Moving Higher On Wednesday
↗
August 16, 2023
U.S. stocks traded mixed, with the Dow Jones gaining close to 100 points on Wednesday. Here are some big stocks recording gains in today’s session.
Via
Benzinga
Topics
Stocks
12 Consumer Discretionary Stocks Moving In Wednesday's Pre-Market Session
↗
August 16, 2023
Via
Benzinga
New Season of “What I Want to Know” Podcast Explores Themes of Educational Empowerment
August 16, 2023
From
Stride, Inc.
Via
Business Wire
12 Consumer Discretionary Stocks Moving In Tuesday's After-Market Session
↗
August 15, 2023
Via
Benzinga
Stride, Inc. and Doggyland Content Partnership Uses Power of Music to Enrich the Learning Experience
August 15, 2023
From
Stride, Inc.
Via
Business Wire
Stride Reports Record Revenue and Earnings
August 15, 2023
From
Stride, Inc.
Via
Business Wire
Oklahoma Virtual Charter Academy Earns Second Prestigious Cognia System Accreditation
August 14, 2023
From
Stride, Inc.
Via
Business Wire
Virginia Commonwealth University to Offer 23 New Programs with MedCerts Partnership
August 14, 2023
From
Stride, Inc.
Via
Business Wire
The California Virtual Academies Kindergarten Prep Program Helps the Youngest Students Get Ahead of the Game
August 10, 2023
From
Stride, Inc.
Via
Business Wire
With the New School Year About to Begin, 75% of High School Students Feel Unprepared to Make College or Next Step Decisions. It’s Time to Change That.
August 10, 2023
From
Stride, Inc.
Via
Business Wire
Stride Inc. Announces Date for Fiscal Year 2023 Earnings Call
August 08, 2023
From
Stride, Inc.
Via
Business Wire
Michigan-based Virtual Schools Introduce New Kindergarten Prep Program for Young Learners
August 07, 2023
From
Stride, Inc.
Via
Business Wire
Oklahoma Virtual Charter Academy Senior Places Second in National Innovation Challenge
August 07, 2023
From
Stride, Inc.
Via
Business Wire
Galvanize Added to Department of Defense’s Tradewind Solutions Marketplace
August 07, 2023
From
Stride, Inc.
Via
Business Wire
Arkansas Virtual Academy Opens New Education Hub in Little Rock
August 01, 2023
From
Stride, Inc.
Via
Business Wire
Ohio Virtual Academy Students Compete in Stride’s National K12 Robotics Competition
July 31, 2023
From
Stride, Inc.
Via
Business Wire
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