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home
about us
Investment Approach
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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
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MVS Program
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
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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
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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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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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TaskUs, Inc. - Class A Common Stock
(NQ:
TASK
)
11.87
UNCHANGED
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 9, 2026
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All News about TaskUs, Inc. - Class A Common Stock
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TaskUs Launches Technology and Innovation Center in Chennai, India
May 02, 2023
Hub for Development and Delivery of Generative AI and Other Next Generation Technologies
From
TaskUs Holdings, Inc.
Via
GlobeNewswire
TaskUs Inc. to Announce First Quarter 2023 Financial Results on May 8, 2023
April 24, 2023
From
TaskUs Holdings, Inc.
Via
GlobeNewswire
TaskUs Named a Leader and Star Performer in Everest Group's Trust and Safety Services PEAK Matrix® Assessment 2023
April 18, 2023
From
TaskUs Holdings, Inc.
Via
GlobeNewswire
Analyst Ratings for TaskUs
↗
February 28, 2023
Via
Benzinga
TaskUs (TASK) Q4 2022 Earnings Call Transcript
↗
February 28, 2023
TASK earnings call for the period ending December 31, 2022.
Via
The Motley Fool
Preview: TaskUs's Earnings
↗
February 24, 2023
Via
Benzinga
Stocks That Hit 52-Week Lows On Tuesday
↗
April 25, 2023
Tuesday's session saw 286 companies set new 52-week lows.
Via
Benzinga
The Latest Analyst Ratings for TaskUs
↗
April 21, 2023
Via
Benzinga
TaskUs to Participate in the Morgan Stanley Technology, Media & Telecom Conference
March 03, 2023
From
TaskUs Holdings, Inc.
Via
GlobeNewswire
Why Titan International Shares Are Trading Lower By Around 22%? Here Are Other Stocks Moving In Tuesday's Mid-Day Session
↗
February 28, 2023
Gainers Cardio Diagnostics Holdings, Inc. (NASDAQ: CDIO) shares jumped 153% to $3.24 after the company announced the launch of PrecisionCHD, an integrated epigenetic-genetic blood test for the early...
Via
Benzinga
Why TaskUs Stock Skyrocketed Today
↗
November 08, 2022
Better-than-expected financial results in the face of economic uncertainty is encouraging for investors.
Via
The Motley Fool
12 Information Technology Stocks Moving In Tuesday's Intraday Session
↗
February 28, 2023
Via
Benzinga
US Stocks Mixed; Dow Drops 100 Points
↗
February 28, 2023
U.S. stocks traded mixed this morning, with the Dow Jones dropping around 100 points on Tuesday. Following the market opening Tuesday, the Dow traded down 0.36% to 32,769.11 while the NASDAQ rose 0.11%...
Via
Benzinga
12 Information Technology Stocks Moving In Monday's After-Market Session
↗
February 27, 2023
Via
Benzinga
TaskUs Announces Fiscal Fourth Quarter and Full Year 2022 Results
February 27, 2023
From
TaskUs Holdings, Inc.
Via
GlobeNewswire
Earnings Scheduled For February 27, 2023
↗
February 27, 2023
Companies Reporting Before The Bell • Kosmos Energy (NYSE:KOS) is projected to report quarterly earnings at $0.14 per share on revenue of $505.61 million.
Via
Benzinga
TaskUs Makes Long-Term Commitment to Support Partnership That Will Bring A New Solar Plant to Texas
February 14, 2023
From
TaskUs
Via
Business Wire
TaskUs Inc. to Announce Fourth Quarter and Full Year 2022 Financial Results on February 27, 2023
February 13, 2023
From
TaskUs Holdings, Inc.
Via
GlobeNewswire
TaskUs Named 'Leader' in Frost & Sullivan's ‘Frost Radar: North American Customer Experience Outsourcing Services Market’ 2022 Report
December 15, 2022
From
TaskUs
Via
Business Wire
Benzinga's Top Ratings Upgrades, Downgrades For January 9, 2023
↗
January 09, 2023
Via
Benzinga
TaskUs and L1ght Launch “Safety Operations Center”, a ‘Human + AI’ Hybrid Moderation Solution for User Generated Content
November 22, 2022
From
TaskUs
Via
Business Wire
TaskUs to Participate at November 2022 Investor Conferences
November 11, 2022
From
TaskUs Holdings, Inc.
Via
GlobeNewswire
Peering Into TaskUs's Recent Short Interest
↗
November 10, 2022
TaskUs's (NASDAQ:TASK) short percent of float has risen 3.78% since its last report. The company recently reported that it has 2.48 million shares sold short, which is 10.42% of all regular shares that...
Via
Benzinga
Why Merrimack Pharmaceuticals Shares Jumped Around 213%; Here Are 114 Biggest Movers From Yesterday
↗
November 10, 2022
Gainers
Via
Benzinga
Robinhood, MicroStrategy And Other Big Losers From Wednesday
↗
November 10, 2022
U.S. stocks closed lower on Wednesday, with the Dow Jones dipping more than 600 points. Here is the list of some big stocks recording losses in the previous session.
Via
Benzinga
Why RumbleON Shares Are Trading Higher By Around 28%? Here Are 84 Stocks Moving In Wednesday's Mid-Day Session
↗
November 09, 2022
Gainers
Via
Benzinga
Why Party City Holdco Shares Tumbled Over 40%; Here Are 98 Biggest Movers From Yesterday
↗
November 09, 2022
Gainers Unique Fabricating, Inc. (NYSE: UFAB) jumped 56.3% to close at $0.8205 on Tuesday. Unique Fabricating posted a Q3 loss of $0.90 per share after the closing bell on Tuesday.
Via
Benzinga
DuPont, Expeditors International, Planet Fitness And Other Big Gainers From Tuesday
↗
November 09, 2022
U.S. stocks closed higher on Tuesday, with the Dow Jones surging more than 300 points. Here is the list of some big stocks recording gains in the previous session.
Via
Benzinga
Nasdaq Turns Lower; Expeditors International Posts Upbeat Q3 Results
↗
November 08, 2022
U.S. stocks pared gains toward the end of trading, with the S&P and the Nasdaq Composite turning lower on Tuesday.
Via
Benzinga
12 Information Technology Stocks Moving In Tuesday's Intraday Session
↗
November 08, 2022
Gainers
Via
Benzinga
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