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What We Buy Currently
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Turnkey Operation Platform
Advantages of Our Bid Wanted System
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Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
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
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
TAM
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
Tax-Free Income Seminar
Bond Fund Seminar
RSVP-Signup Form
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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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PowerSchool Announces ‘Honor Roll’ Award Winners to Celebrate Education Leaders Making an Extraordinary Impact on K-12 Education
September 01, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
PowerSchool Holdings's Return On Capital Employed Overview
↗
September 01, 2022
According to data from Benzinga Pro, during Q2, PowerSchool Holdings's (NYSE:PWSC) reported sales totaled $157.59 million. Despite a 54.26% increase in earnings, the company posted a loss of $6.46...
Via
Benzinga
PowerSchool Releases Education Focus Report Highlighting Top District Priorities and Shifts in PK-12 Education
August 31, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
San Juan Unified School District Selects PowerSchool Enrollment and Unified Insights™ Solutions for Digitizing Enrollment and Unifying Data
August 30, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
Kitchenuhmaykoosib Education Authority Selects PowerSchool SIS as Primary Student Information System for Schools
August 16, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
Sonoma Valley Unified School District Selects PowerSchool to Improve Student Assessment and Data Analytics Capabilities
August 23, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
'Investor Anxiety' On Software Stocks Prevails, But This Analyst Sees Hope In A Few Stocks, With Questions Around Others -- Like Palantir
↗
August 15, 2022
On average, software companies beat Q2 revenue estimates by 2% and profitability expectations by 5%, RBC analyst Matthew Hedberg said. Q3 was guided lower for both revenue and profitability while...
Via
Benzinga
E-Learning Market Size Surpassed $315 Billion In 2021 And Projected To Hit 20% CAGR From 2022 To 2028
August 23, 2022
Palm Beach, FL – August 23, 2022 – FinancialNewsMedia.com News Commentary – The COVID-19 pandemic has actually caused certain markets to thrive, in fact it had a positive impact on the e-learning...
Via
FinancialNewsMedia
Topics
Artificial Intelligence
PowerSchool Appoints New Chief Marketing Officer to Support Continued Company Growth
August 15, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
School of Dreams Academy Adds PowerSchool Solutions to Improve Decision Making, Modernize Hiring, and Support Better Student Outcomes
August 18, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
Barclays Maintains Overweight Rating for PowerSchool Holdings: Here's What You Need To Know
↗
August 09, 2022
Barclays has decided to maintain its Overweight rating of PowerSchool Holdings (NYSE:PWSC) and raise its price target from $18.00 to $19.00. Shares of PowerSchool Holdings are trading up 9.7% over...
Via
Benzinga
Why Avalo Therapeutics Surged 32%; Here Are 111 Biggest Movers From Yesterday
↗
August 10, 2022
Gainers AeroClean Technologies, Inc. (NASDAQ: AERC) gained 60.1% to settle at $7.27 on Tuesday after the company was granted US patent for an air treatment system and method.
Via
Benzinga
Why Verona Pharma Is Trading Higher By Around 84%, Here Are 85 Stocks Moving In Tuesday's Mid-Day Session
↗
August 09, 2022
Gainers Verona Pharma plc (NASDAQ: VRNA) shares jumped 83.6% to $12.70 after the company announced ensifentrine met its primary endpoint and secondary endpoints in the Phase 3 ENHANCE-2 trial for COPD....
Via
Benzinga
Qualys, ShockWave Medical, News Corporation And Some Other Big Stocks Moving Higher On Tuesday
↗
August 09, 2022
Verona Pharma plc (NASDAQ: VRNA) shares jumped 83.6% to $12.70 after the company announced ensifentrine met its primary endpoint and secondary endpoints in the Phase 3 ENHANCE-2 trial for COPD. The...
Via
Benzinga
What 5 Analyst Ratings Have To Say About PowerSchool Holdings
↗
August 09, 2022
Analysts have provided the following ratings for PowerSchool Holdings (NYSE:PWSC) within the last quarter:
Via
Benzinga
PowerSchool Announces Second Quarter 2022 Financial Results
August 08, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
Earnings Preview: PowerSchool Holdings
↗
August 05, 2022
PowerSchool Holdings (NYSE:PWSC) is set to give its latest quarterly earnings report on Monday, 2022-08-08. Here's what investors need to know before the announcement. Analysts estimate that...
Via
Benzinga
Earnings Scheduled For August 8, 2022
↗
August 08, 2022
Companies Reporting Before The Bell • Pyxis Tankers (NASDAQ:PXS) is likely to report earnings for its second quarter.
Via
Benzinga
Liwa Education Selects Suite of PowerSchool Solutions for Its Private School System in United Arab Emirates
August 04, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
West Ada School District Selects PowerSchool Unified Classroom® Schoology Learning to Improve Student Performance and Assessment Tracking
August 03, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
PowerSchool to Launch Connected Intelligence, First Fully Managed Data-as-a-Service Platform for K-12 Schools
August 01, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
Kenton County School District Benefits from Replacing Google Classroom with PowerSchool Unified Classroom® Schoology Learning and Unified Classroom® Performance Matters
July 29, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
Stanislaus County Office of Education Selects PowerSchool Unified Insights™ for Improved Data Warehousing and Analytics
July 28, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
PowerSchool to Announce Second Quarter 2022 Financial Results on August 8, 2022
July 18, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
PowerSchool Joins Over 500 CEOs and Nonprofit Leaders in Call to Prioritize Computer Science Education in K-12 Schools
July 14, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
Benzinga's Top Ratings Upgrades, Downgrades For July 13, 2022
↗
July 13, 2022
Upgrades
Via
Benzinga
Hawaii State Department of Education Implements Latest PowerSchool Unified Insights for Improved Security and Data-Driven Decision Making in Schools Statewide
July 11, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
Columbus Municipal School District Selects PowerSchool Enrollment to Modernize Student Enrollment Process
July 08, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
Cloud Learning Market Heats Up With This New Development
↗
July 06, 2022
Amesite Inc. (NASDAQ: AMST) is an artificial intelligence (AI) software company delivering an online learning platform and custom learning content creation for businesses, universities, nonprofits and...
Via
Benzinga
Middlebury Community Schools Adds PowerSchool Solutions to Enhance Hiring and Finance Processes
June 30, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
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