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home
about us
Investment Approach
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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Additional Information
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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
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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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Alabama Destinations Career Academy Celebrates Class of 2023 With Well-Deserved Commencement Ceremony
May 10, 2023
From
Stride, Inc.
Via
Business Wire
Local Piedmont Student Wins Regional Spelling Bee
May 10, 2023
From
Stride, Inc.
Via
Business Wire
Will ChatGPT Be the Final Nail in the Coffin for Chegg?
May 08, 2023
Personalized online student learning platform provider Chegg Inc. (NYSE: CHGG) shares were crushed as it warned that growing ChatGPT usage was hurting its b
Via
MarketBeat
Topics
Artificial Intelligence
Why Stride Stock Was Climbing Today
↗
April 26, 2023
The online education company delivered a strong earnings report.
Via
The Motley Fool
Stride Inc. (NYSE: LRN) Making Surprising Moves in Wednesday Session
April 26, 2023
Via
Investor Brand Network
K12 Celebrates Teachers with New “Be Kind 365” Campaign
May 08, 2023
From
Stride, Inc.
Via
Business Wire
Broken Arrow Sisters Sweep School Spelling Bee
May 05, 2023
From
Stride, Inc.
Via
Business Wire
Indiana Digital Learning School Students Win SuitUp Take On Tech Challenge
May 03, 2023
From
Stride, Inc.
Via
Business Wire
Stride Earnings Perspective: Return On Capital Employed
↗
April 26, 2023
Via
Benzinga
Stride's Favorable Longer-Term Outlook Convinces Analyst To See 30% Upside From Current Levels
↗
April 14, 2023
Via
Benzinga
Analyst Ratings for Stride
↗
April 14, 2023
Via
Benzinga
Breaking the Cycle—With New Partnership, Stride’s Keystone School Bridges Education Gap for Incarcerated Mississippians
May 03, 2023
From
Stride, Inc.
Via
Business Wire
Ohio Virtual Academy Receives Prestigious Purple Star Designation for Helping Military Families
May 02, 2023
From
Stride, Inc.
Via
Business Wire
It Pays to Play: Virginia Teens Turn Esports Skills into College Scholarships
May 01, 2023
From
Stride, Inc.
Via
Business Wire
Where Stride Stands With Analysts
↗
March 10, 2023
Via
Benzinga
Stride Stock Enters Rarefied Space As Sales, Profits Climb
↗
April 27, 2023
Stride stock earns the No. 2 rank among its peers in the Consumer Services-Education industry group. Stride just got a key rating upgrade.
Via
Investor's Business Daily
Why Chipotle Shares Are Trading Higher By 13%? Here Are Other Stocks Moving In Wednesday's Mid-Day Session
↗
April 26, 2023
Gainers Crown ElectroKinetics Corp. (NASDAQ: CRKN) shares jumped 105% to $0.1730 after the company issued a letter to shareholders.
Via
Benzinga
12 Consumer Discretionary Stocks Moving In Wednesday's Pre-Market Session
↗
April 26, 2023
Via
Benzinga
Stride Posts Record Quarterly Revenue and Profitability
April 25, 2023
From
Stride, Inc.
Via
Business Wire
Stride Students Take on Tech in April SuitUp Challenge
April 24, 2023
From
Stride, Inc.
Via
Business Wire
Stride Inc. Announces Date for Third Quarter Fiscal Year 2023 Earnings Call
April 11, 2023
From
Stride, Inc.
Via
Business Wire
New Heron Virtual Academy of South Carolina Offers State’s First Virtual School to Offer students an Alternative Pathway to High School Graduation
April 06, 2023
From
Stride, Inc.
Via
Business Wire
Stride, Inc. Partnership Helps Students Turn Struggles into Strengths
April 05, 2023
From
Stride, Inc.
Via
Business Wire
New MedCerts Partnership with Lifetime Learning by Ball State Offers Healthcare and Technology Certifications for Adult Learners
April 03, 2023
From
Stride, Inc.
Via
Business Wire
3 Growth Stocks That Are Disrupting the Education Sector
↗
April 02, 2023
These growth stocks are among the top ways long-term investors can play innovation and disruption in the edtech space.
Via
InvestorPlace
Big Milestone: More than 50,000 Students Now Accessing Empowerment Scholarship Account Funding for Private School Education in Arizona
March 30, 2023
From
Stride, Inc.
Via
Business Wire
Enrollment Opens for MN Online Public Schools with Teachers Specializing in Personalized Online Learning
March 30, 2023
From
Stride, Inc.
Via
Business Wire
Texas Is Helping Students Shape the Future Workforce
March 28, 2023
From
Stride, Inc.
Via
Business Wire
Allison Lawrence and Ralph Smith Join Stride, Inc. Board of Directors
March 27, 2023
From
Stride, Inc.
Via
Business Wire
Benzinga's Top Ratings Upgrades, Downgrades For March 10, 2023
↗
March 10, 2023
Via
Benzinga
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