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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
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
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EVENTS
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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
)
85.37
-1.32 (-1.52%)
Streaming Delayed Price
Updated: 11:01 AM EST, Mar 5, 2026
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Online School Launches Innovative Free and Reduced Lunch Program for At-Home Public-School Students in Colorado
June 08, 2023
From
Stride, Inc.
Via
Business Wire
Ohio Digital Learning School Celebrates the Class of 2023 with Commencement Ceremony
June 08, 2023
From
Stride, Inc.
Via
Business Wire
Collinsville Student Ranks Top 20% in Math Olympiad Contest
June 07, 2023
From
Stride, Inc.
Via
Business Wire
California Virtual Academies Celebrate Class of 2023 Commencement
June 05, 2023
From
Stride, Inc.
Via
Business Wire
Three Wisconsin Virtual Schools Celebrate the Class of 2023 with an In-Person Commencement
June 05, 2023
From
Stride, Inc.
Via
Business Wire
Over 900 Students from Online Virtual High Schools Across Indiana to Celebrate Commencement Ceremonies
June 02, 2023
From
Stride, Inc.
Via
Business Wire
Iowa Virtual Academy Ready to Celebrate Class of 2023 with Well-Deserved Commencement
June 02, 2023
From
Stride, Inc.
Via
Business Wire
Virginia Virtual Academy Celebrates Class of 2023’s Academic and Esport Excellence
June 02, 2023
From
Stride, Inc.
Via
Business Wire
Marian University Preparatory School Expands to Serve Students in Grades K-10 in 31 States
June 01, 2023
From
Stride, Inc.
Via
Business Wire
Ohio Virtual Academy Hosts In-Person Commencement Ceremony to Celebrate the Class of 2023
June 01, 2023
From
Stride, Inc.
Via
Business Wire
Virtual High School Graduates From Across the State Gather for an In-Person Ceremony
June 01, 2023
From
Stride, Inc.
Via
Business Wire
Utah Virtual Academy Honors 198 graduates at Commencement
May 31, 2023
From
Stride, Inc.
Via
Business Wire
Digital Academy of Florida Celebrates Class of 2023 Including Nearly 150 Graduating with Industry Certifications
May 31, 2023
From
Stride, Inc.
Via
Business Wire
New MedCerts Partnership Expands University of Maryland Global Campus’s Healthcare Programming
May 30, 2023
From
Stride, Inc.
Via
Business Wire
38 Weeks to Prepare for a New Career: Galvanize Announces Part-Time Hack Reactor Coding Bootcamp
May 30, 2023
From
Stride, Inc.
Via
Business Wire
Idaho Technical Career Academy Students Are Ready to Take Charge of Their Futures
May 26, 2023
From
Stride, Inc.
Via
Business Wire
New Mexico Destinations Career Academy Celebrates Class of 2023 Commencement
May 25, 2023
From
Stride, Inc.
Via
Business Wire
West Virginia Virtual Academy, Pierpont Community and Technical College Collaborate to Offer Dual Credit Classes for Students
May 25, 2023
From
Stride, Inc.
Via
Business Wire
Students From Idaho Virtual Academy and Insight Idaho To Be Celebrated with In-Person Graduation Ceremonies They Deserve
May 22, 2023
From
Stride, Inc.
Via
Business Wire
Arizona Virtual Academy Celebrates Class of 2023 at May 22 Commencement Ceremony
May 19, 2023
From
Stride, Inc.
Via
Business Wire
Oklahoma Virtual Charter Academy to Celebrate 2023 Commencement
May 19, 2023
From
Stride, Inc.
Via
Business Wire
250+ Online Learning Teens from Across Colorado to Graduate In-Person
May 19, 2023
From
Stride, Inc.
Via
Business Wire
Virtual Spanish Teacher Named 2023 Teacher of the Year
May 19, 2023
From
Stride, Inc.
Via
Business Wire
Missouri Virtual Academy Celebrates First-Ever Commencement Ceremony as a School
May 18, 2023
From
Stride, Inc.
Via
Business Wire
Insight School of Oklahoma to Celebrate 2023 Graduates
May 17, 2023
From
Stride, Inc.
Via
Business Wire
Wyoming Virtual Academy Students Are Ready to Take Charge of Their Futures
May 17, 2023
From
Stride, Inc.
Via
Business Wire
After Exceeding Expectations During COVID, Alabama Virtual Academy Celebrates Class of 2023
May 16, 2023
From
Stride, Inc.
Via
Business Wire
Louisiana Virtual Charter Academy Celebrates Class of 2023 with Two Commencement Ceremonies
May 12, 2023
From
Louisiana Virtual Charter Academy
Via
Business Wire
West Virginia Virtual Academy Students to Receive Prestigious Golden Horseshoe Award
May 12, 2023
From
Stride, Inc.
Via
Business Wire
Insight School of Kansas Celebrates Class of 2023 with In-Person Commencement
May 11, 2023
From
Stride, Inc.
Via
Business Wire
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