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home
about us
Investment Approach
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Market Analysis Summary
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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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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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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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Forrester Research, Inc. - Common Stock
(NQ:
FORR
)
7.770
+0.120 (+1.57%)
Streaming Delayed Price
Updated: 11:11 AM EST, Dec 31, 2025
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Is Forrester's New Research Platform Facing Headwinds? An Analyst's Perspective On Q2 Revenue And Sales Force Improvement
↗
July 17, 2023
Barrington Research analyst reiterated an
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Forrester: Generative AI Dominates Top 10 Emerging Technologies In 2023 And Beyond
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↗
June 05, 2023
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May 04, 2023
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May 03, 2023
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June 29, 2023
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Forrester Opens Nominations For Its 2023 Security & Risk Enterprise Leadership Award
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June 21, 2023
These growth stocks are set to rebound when the economy regains its momentum.
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Forrester’s Canada 2023 Customer Experience Index: Brands’ CX Quality Reaches Its Lowest Point Since 2016
June 20, 2023
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Forrester’s US 2023 Customer Experience Index: Brands’ CX Quality Falls For A Second Consecutive Year
June 13, 2023
From
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Business Wire
Forrester To Recognize Return On Integration Honorees And Program Of The Year Award Winners At Its B2B Summit North America 2023
June 05, 2023
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Business Wire
Forrester Introduces New Forrester Decisions Research Services To Help B2B Leaders Drive Scalable And Sustained Business Growth
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From
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Cathie Wood Is Selling Nvidia and Buying This Artificial Intelligence (AI) Growth Stock
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June 01, 2023
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1 Artificial Intelligence Growth Stock That Wall Street Billionaires Ken Griffin and Jim Simons Are Buying
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May 31, 2023
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Top 5 Industrials Stocks That May Explode In Q2
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May 12, 2023
The most oversold stocks in the industrials sector presents an opportunity to buy into undervalued companies.
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3 Unstoppable Stocks With More Potential Than Any Cryptocurrency
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May 07, 2023
Holding leadership positions in markets buoyed by promising long-term trends, these three stocks should continue firing on all cylinders.
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12 Industrials Stocks Moving In Friday's Intraday Session
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May 05, 2023
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Forrester Research Reports 2023 First-Quarter Financial Results
May 04, 2023
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Why Atlassian Shares Are Trading Lower By 10%? Here Are Other Stocks Moving In Friday's Mid-Day Session
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May 05, 2023
Gainers
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The Fed Issues a Recession Warning: 2 Magnificent Growth Stocks to Buy Now and Hold Forever
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May 04, 2023
These growth stocks could skyrocket when the economy regains its momentum, but in the meantime, recession fears have created an excellent buying opportunity for patient investors.
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Forrester Opens Nominations For Its 2023 Technology Awards Across North America, Europe, And Asia Pacific
April 24, 2023
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Forrester Research To Broadcast Its 2023 First-Quarter Conference Call
April 20, 2023
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Forrester Announces Full Conference Agenda For CX North America 2023
April 18, 2023
From
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Forrester Announces North American Recipients Of 2023 Customer Obsession Awards
April 19, 2023
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Forrester Announces Full Conference Agenda For B2B Summit North America 2023
April 10, 2023
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Why UiPath Stock Was Up 18% Last Month
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April 07, 2023
Management's shift is paying off with renewed growth.
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UiPath is a Cheaper and More Profitable AI Stock
April 06, 2023
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March 26, 2023
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March 16, 2023
Palantir's financials steadily improved over the past year.
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