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home
about us
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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
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Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
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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
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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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Event Schedule
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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
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Investing During Uncertain Times
Read FULL Seminar Here
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Updated: 7:00 PM EST, Jan 11, 2023
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UserTesting Named a G2 Leader in Six Categories, Earns a Silver Stevie Award, Named an Atlanta Journal-Constitution Top Workplace, and Secures Several More Notable Awards
March 29, 2022
From
UserTesting
Via
Business Wire
KILL UserTesting Introduces New Templates for Testing Social Commerce Shopping Experiences
March 25, 2022
Via
Business Wire
UserTesting Introduces New Test Templates That Enable Companies to Understand Human Interactions with Connected Devices and the Internet of Things (IoT)
March 24, 2022
From
UserTesting
Via
Business Wire
Earnings Scheduled For February 28, 2022
↗
February 28, 2022
Companies Reporting Before The Bell • Lexicon Pharmaceuticals (NASDAQ:LXRX) is estimated to report earnings for its fourth quarter. • Praxis Precision Medicine (...
Via
Benzinga
Why Are UserTesting Shares Trading Higher Today?
↗
December 13, 2021
Analysts
Via
Benzinga
UserTesting Introduces New Templates for Testing Social Commerce Shopping Experiences
March 24, 2022
From
UserTesting, Inc.
Via
Business Wire
UserTesting Names Jeff Solomon Vice President of Sales and Country Manager for UserTesting Canada
March 18, 2022
From
UserTesting
Via
Business Wire
12 Information Technology Stocks Moving In Wednesday's Intraday Session
↗
March 02, 2022
Gainers Arlo Technologies (NYSE:ARLO) shares moved upwards by 30.5% to $11.33 during Wednesday's regular session. As of 12:30 EST, Arlo Technologies's stock is...
Via
Benzinga
80 Biggest Movers From Yesterday
↗
March 02, 2022
Gainers Avenue Therapeutics, Inc. (NASDAQ: ATXI) jumped 78.5% to close at $0.6066 on Tuesday after jumping 36% on Monday. CTI BioPharma Corp. (NASDAQ: CTIC) surged 63...
Via
Benzinga
Mid-Afternoon Market Update: U.S. Stocks Extend Losses; Dow Dips 750 Points
↗
March 01, 2022
U.S. stocks extended losses toward the end of trading, with the Dow Jones tumbling 750 points on Tuesday. The Dow traded down 2.22% to 33,139.00 while the NASDAQ fell 1.66% to 13,...
Via
Benzinga
12 Information Technology Stocks Moving In Tuesday's Intraday Session
↗
March 01, 2022
Gainers UserTesting (NYSE:USER) stock moved...
Via
Benzinga
Mid-Day Market Update: Crude Oil Jumps 9%; GoodRx Holdings Shares Plunge
↗
March 01, 2022
U.S. stocks remained lower midway through trading on Tuesday, amid the ongoing Russia-Ukraine conflict. The Dow traded down 1.17% to 33,497.30 while the NASDAQ fell 0.40% to 13,...
Via
Benzinga
44 Stocks Moving In Tuesday's Mid-Day Session
↗
March 01, 2022
Gainers Avenue Therapeutics, Inc. (NASDAQ: ATXI) climbed 193% to $0.9962 after jumping 36% on Monday. GBS Inc. (NASDAQ: GBS) rose 73.3% to $0.7971 after declining around 9% on...
Via
Benzinga
Mid-Morning Market Update: Markets Open Lower; Target Posts Upbeat Earnings
↗
March 01, 2022
U.S. stocks opened on a downbeat note this morning, amid the ongoing Russia-Ukraine conflict. Following the market opening Tuesday, the Dow traded down 0.81% to 33,616.69 while...
Via
Benzinga
Home Chef Selects UserTesting to Continue Delivering the Freshest Customer Service Possible
February 23, 2022
From
UserTesting
Via
Business Wire
12 Information Technology Stocks Moving In Friday's After-Market Session
↗
February 18, 2022
Gainers UserTesting (NYSE:USER) stock rose ...
Via
Benzinga
UserTesting Introduces New Templates for Testing Social Commerce Shopping Experiences
February 17, 2022
From
UserTesting, Inc.
Via
Business Wire
UserTesting’s Chief Insights Officer Janelle Estes and CEO Andy Macmillan Launch New Book Detailing How Human Insight Can Help Companies Succeed in Today’s Experience Economy
February 15, 2022
From
UserTesting
Via
Business Wire
52 Biggest Movers From Yesterday
↗
February 15, 2022
Gainers BioDelivery Sciences International, Inc. (NASDAQ: BDSI) shares climbed 52.8% to close at $5.56 on Monday. Collegium Pharmaceutical will acquire BioDelivery Sciences...
Via
Benzinga
32 Stocks Moving In Monday's Mid-Day Session
↗
February 14, 2022
Gainers BioDelivery Sciences International, Inc. (NASDAQ: BDSI) shares jumped 51.9% to $5.53. Collegium Pharmaceutical will acquire BioDelivery Sciences International at $5.60...
Via
Benzinga
UserTesting to Announce Financial Results for Fourth Quarter and Full Year 2021 on February 28, 2022
February 14, 2022
From
UserTesting, Inc.
Via
Business Wire
28 Stocks Moving In Friday's Mid-Day Session
↗
February 04, 2022
Gainers Snap Inc. (NYSE: SNAP) shares climbed 53.3% to $37.51 after the company reported better-than-expected Q4 EPS and sales results and issued Q1 sales guidance above...
Via
Benzinga
50 Biggest Movers From Friday
↗
February 07, 2022
Also check out this: Executives Sell Over $45M Of 5 Stocks Losers Ra Medical Systems, Inc. (NYSE: RMED) shares dipped 48.8% to close at $0.3599 on Friday after the...
Via
Benzinga
UserTesting Announces Participation at Upcoming Conferences
February 01, 2022
From
UserTesting
Via
Business Wire
Usertesting Partners With Quantum Metric to Help Organizations Design and Build Customer-Centric Experiences Faster
January 31, 2022
From
UserTesting
Via
Business Wire
52 Biggest Movers From Friday
↗
January 31, 2022
Gainers Knightscope, Inc. (NASDAQ: KSCP) surged 175.6% to close at $3.40 on Friday. The company, on Thursday, priced its IPO at $10 per share. Imperial Petroleum Inc. (NASDAQ:...
Via
Benzinga
UserTesting Introduces New Capabilities for Testing Facebook Metaverse and Virtual Reality Experiences
January 19, 2022
From
UserTesting
Via
Business Wire
UserTesting to Present at the 24th Annual Needham Growth Conference
January 06, 2022
From
UserTesting, Inc.
Via
Business Wire
UserTesting Ranks #1 in Four G2 Categories, Recognized by Inc. Magazine as a Best-Led Company
December 29, 2021
From
UserTesting, Inc.
Via
Business Wire
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
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