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home
about us
Investment Approach
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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
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Quarterly Performance Reports
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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
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Total Asset Fund (TAF)
TAF® Program
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Additional Information
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Event Schedule
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Total Asset Market (TAM sm) Presentation
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Event Schedule
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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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Nerdy Inc. Class A Common Stock
(NY:
NRDY
)
0.9817
-0.0082 (-0.83%)
Streaming Delayed Price
Updated: 11:06 AM EST, Nov 3, 2025
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Ohio Department of Education Partners with Varsity Tutors to Accelerate Student Learning and Recovery
August 18, 2023
From
Varsity Tutors for Schools
Via
Business Wire
The Latest Analyst Ratings for Nerdy
August 10, 2023
Via
Benzinga
Nerdy Announces Second Quarter 2023 Financial Results
August 08, 2023
From
Nerdy Inc.
Via
Business Wire
11 Consumer Discretionary Stocks Moving In Tuesday's Pre-Market Session
August 08, 2023
Via
Benzinga
Analyst Expectations for Nerdy's Future
May 19, 2023
Via
Benzinga
Nerdy Stock Surged 44% Last Week. Here's Why.
March 05, 2023
Long-term, recurring revenue is a thing of beauty.
Via
The Motley Fool
Goldman Sachs Maintains Neutral Rating for Nerdy: Here's What You Need To Know
March 02, 2023
Via
Benzinga
Analyst Ratings for Nerdy
March 01, 2023
Via
Benzinga
Why Cutera Shares Are Trading Lower By Around 22%? Here Are Other Stocks Moving In Wednesday's Session
August 09, 2023
Gainers Tango Therapeutics, Inc. (NASDAQ: TNGX) climbed 85.2% to $7.09 after gaining 11% on Tuesday. Tango Therapeutics recently posted a narrower quarterly loss.
Via
Benzinga
Connecticut State Department of Education Selects Varsity Tutors for State’s High-Dosage Tutoring Program
August 01, 2023
From
Varsity Tutors
Via
Business Wire
12 Consumer Discretionary Stocks Moving In Tuesday's After-Market Session
July 25, 2023
Via
Benzinga
Nerdy to Announce Second Quarter 2023 Results on August 8, 2023
July 17, 2023
From
Nerdy Inc.
Via
Business Wire
Nerdy to Participate in Canaccord Genuity Annual Growth Conference
July 17, 2023
From
Nerdy Inc.
Via
Business Wire
3 AI Stocks to Make Your ‘Get Rich’ Dreams Come True
July 07, 2023
Artificial intelligence (AI) will be one of the decade's biggest stories, creating a big opportunity for these top AI stocks to buy.
Via
InvestorPlace
CORRECTING and REPLACING Varsity Tutors, Warner Bros. Discovery Global Consumer Products, and DC Partner on Draw-Along Series Featuring The Flash
June 14, 2023
From
Varsity Tutors
Via
Business Wire
TransCode Therapeutics And 2 Other Stocks Under $5 Insiders Are Aggressively Buying
June 14, 2023
The Dow Jones closed higher by over 140 points on Tuesday. When insiders purchase or sell shares, it indicates their confidence or concern around the company's prospects. Investors and traders...
Via
Benzinga
Nerdy And 3 Other Stocks Under $4 Insiders Are Aggressively Buying
June 08, 2023
The Dow Jones closed higher by around 90 points on Wednesday. When insiders purchase or sell shares, it indicates their confidence or concern around the company's prospects. Investors and traders...
Via
Benzinga
12 Consumer Discretionary Stocks Moving In Tuesday's Intraday Session
May 30, 2023
Via
Benzinga
Best AI Stock to Buy Now: BBAI vs. SOUN vs. NRDY
May 16, 2023
The small-cap sector may be the place to find some of the best AI stocks to buy and here are three names to watch closely.
Via
InvestorPlace
Nerdy Announces First Quarter 2023 Financial Results
May 09, 2023
From
Nerdy Inc.
Via
Business Wire
Nerdy to Participate in J.P. Morgan Global Technology, Media and Communications Conference
May 04, 2023
From
Nerdy Inc.
Via
Business Wire
Nerdy to Participate in Needham Technology & Media Conference
May 04, 2023
From
Nerdy Inc.
Via
Business Wire
Duolingo Speaking Volumes: Forms Bullish Chart Ahead of Earnings
May 01, 2023
Language learning platform Duolingo is expected to report a revenue increase of 38% in Q1. Analysts are eyeing a profit this year for the first time.
Via
MarketBeat
Nerdy to Announce First Quarter 2023 Results on May 9, 2023
April 18, 2023
From
Nerdy Inc.
Via
Business Wire
12 Consumer Discretionary Stocks Moving In Wednesday's Intraday Session
March 01, 2023
Via
Benzinga
Why Novavax Shares Are Trading Lower By Around 28%? Here Are Other Stocks Moving In Wednesday's Mid-Day Session
March 01, 2023
Gainers Reata Pharmaceuticals Inc (NASDAQ: RETA) shares jumped 171.5% to $84.67 after the company reported the FDA approval of SKYCLARYS for patients with Friedreich's Ataxia.
Via
Benzinga
Dow Edges Higher; ISM Manufacturing PMI Rises In February
March 01, 2023
U.S. stocks traded mixed midway through trading, with the Dow Jones gaining around 30 points on Wednesday. The Dow traded up 0.12% to 32,695.97 while the NASDAQ fell 0.23% to 11,429.16. The S&P 500...
Via
Benzinga
3D Systems, CarGurus, Sarepta Therapeutics And Other Big Stocks Moving Higher On Wednesday
March 01, 2023
U.S. stocks traded lower, with the Dow Jones dropping around 80 points on Wednesday. Here are some big stocks recording gains in today’s session.
Via
Benzinga
Nerdy Announces Fourth Quarter 2022 Financial Results
February 28, 2023
From
Nerdy Inc.
Via
Business Wire
Earnings Scheduled For February 28, 2023
February 28, 2023
Companies Reporting Before The Bell • Gaotu Techedu (NYSE:GOTU) is expected to report earnings for its fourth quarter.
Via
Benzinga
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