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home
about us
Investment Approach
Client Service Approach
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
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Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Total Asset Fund (TAF)
TAF® Program
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Additional Information
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FIP
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
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Powerschool Holdings Inc Cl A
(NY:
PWSC
)
22.81
UNCHANGED
Last Price
Updated: 7:00 PM EDT, Sep 30, 2024
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Benzinga's Top Ratings Upgrades, Downgrades For December 15, 2022
↗
December 15, 2022
Via
Benzinga
This Purposeful Online Learning Company Is Forging Ahead
November 22, 2022
Learn More about Amesite Inc. by gaining access to the latest research report
Via
TheNewswire.com
Kootenai Joint School District Taps PowerSchool SIS to Increase Equitable Instruction and Learning Opportunities for Students
December 13, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
Kern High School District Expands Access to PowerSchool’s College, Career, and Life Readiness Platform to Del Oro High School
November 30, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
Expert Ratings for PowerSchool Holdings
↗
November 22, 2022
Via
Benzinga
The Market Votes: Amesite Releases Study of E-Learning Success For Global Company
↗
November 10, 2022
The results are in for a study on Amesite Inc.’s (NASDAQ: AMST) eLearning platform, and it looks like a resounding success.
Via
Benzinga
Jim Thorpe Area School District Integrates PowerSchool Unified Classroom® Performance Matters to Create More Data-Informed Decisions
December 06, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
PowerSchool Recognized as Winner of BIG Awards for Business by the Business Intelligence Group
November 29, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
Worcester County Public Schools Adds Multiple PowerSchool Solutions to Measure Goals and District Key Performance Indicators in Real Time
December 01, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
PowerSchool to Present at Upcoming Investor Conferences
November 28, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
This Purposeful Online Learning Company Is Forging Ahead
↗
November 22, 2022
For Amesite Inc. (NASDAQ: AMST), the beginning of the fourth quarter is an opportunity to look back on some of its exciting news as well as the momentum it has built from the third quarter. This...
Via
Benzinga
Fontana Unified School District Doubles College-Going Rate with Support from Naviance by PowerSchool
November 18, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
PowerSchool Solutions Selected by School Systems Across North America and Middle East to Help Improve Administrative, Classroom, and Productivity Initiatives
November 16, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
PowerSchool Appoints New Leadership Positions to Lead Continued Company Growth
November 07, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
PowerSchool Announces Third Quarter 2022 Financial Results
November 07, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
Earnings Scheduled For November 7, 2022
↗
November 07, 2022
Companies Reporting Before The Bell • NAPCO Security Techs (NASDAQ:NSSC) is expected to report quarterly earnings at $0.13 per share on revenue of $36.34 million.
Via
Benzinga
Earnings Preview For PowerSchool Holdings
↗
November 04, 2022
PowerSchool Holdings (NYSE:PWSC) is set to give its latest quarterly earnings report on Monday, 2022-11-07. Here's what investors need to know before the announcement. Analysts estimate that...
Via
Benzinga
PowerSchool to Present at the RBC Capital Markets Global Technology, Internet, Media, and Telecommunications Conference
November 03, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
RDFZ Xishan School Taps PowerSchool Solutions to Digitize Core Administrative and Enrollment Responsibilities
November 01, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
PowerSchool to Announce Third Quarter 2022 Financial Results on November 7, 2022
October 17, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
PowerSchool Earns 2022 Tech Cares Award from TrustRadius
October 05, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
Virginia School District Adds Multiple PowerSchool Products to Help with Staffing, Enrollment, and District Operations
October 25, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
PeopleAdmin and Duke University Launch Collaboration to Tackle Complex Faculty Processes
September 23, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
Pennsylvania Charter School Selects PowerSchool Unified Classroom® Solution to Enhance Assessments, Behavioral Support, Improve Engagement, and Better Serve Students with Different Needs
October 14, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
The Generals Are About To Be Shot…
↗
September 19, 2022
In this week’s Dirty Dozen [CHART PACK], we look at sticky inflation dynamics and what this means for stock market multiples. We then discuss long-term breadth and liquidity indicators signaling a high...
Via
Talk Markets
Morae Classical Schools Selects PowerSchool Solutions to Facilitate Blended Learning
September 20, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
Newman-Crows Landing Unified School District Selects PowerSchool to Improve Districtwide Assessment and Collaboration Efforts
September 14, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
Pecos Cyber Academy Selects PowerSchool Student Information System and PowerSchool Enrollment for Launch of New School Year
September 12, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
PowerSchool Recognized as Winner of Tech & Learning Awards of Excellence: Back to School
September 09, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
PowerSchool to Present at the Goldman Sachs Communacopia + Technology Conference
September 01, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
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