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Advantages of Our Bid Wanted System
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Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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home
about us
Investment Approach
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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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Forrester Research, Inc. - Common Stock
(NQ:
FORR
)
8.120
+0.470 (+6.14%)
Streaming Delayed Price
Updated: 4:00 PM EST, Dec 31, 2025
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3 Red Flags for C3.ai's Future
↗
March 13, 2023
Investors should look before taking a leap of faith in C3.ai's management.
Via
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Forrester: Aligning Around The Customer Will Turbocharge Companies’ Growth Engines
February 21, 2023
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Forrester: Generational Shifts Are Disrupting Traditional Business Buying Behaviors And Necessitate Reevaluating Go-To-Market Strategies
February 15, 2023
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Forrester Research Launches Partner Ecosystem Marketing Service
↗
January 23, 2023
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Earnings Scheduled For February 10, 2022
↗
February 10, 2022
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Forrester's Research Bookings Should Improve In 2H23, Says Analyst
↗
February 13, 2023
Barrington Research analyst Vincent Colicchio reiterated an Outperform rating on the shares of Forrester Research Inc (NASDAQ: FORR) and lowered the price target from $48 to $39.
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Forrester Research Reports 2022 Fourth-Quarter And Full-Year Financial Results
February 09, 2023
From
Forrester Research, Inc.
Via
Business Wire
Forrester: Global Tech Spend Will Reach $4.4 Trillion In 2023 Despite A Turbulent Macroeconomic Environment
February 02, 2023
From
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Via
Business Wire
Forrester Research To Broadcast Its 2022 Fourth-Quarter And Full-Year Earnings Conference Call
January 26, 2023
From
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Via
Business Wire
Nathaniel Rateliff & The Night Sweats To Headline Forrester’s 2023 B2B Summit North America
January 26, 2023
From
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Forrester: The Best Defense For Business Leaders During The 2023 Economic Downturn Is A Proactive Offense
January 26, 2023
From
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Business Wire
Forrester Introduces Partner Ecosystem Marketing Service To Help B2B Organizations Design, Develop, And Optimize Their Partner Ecosystems
January 23, 2023
From
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Business Wire
Forrester Introduces Customer Obsession Awards To Honor Organizations And Executives That Put Customers At The Center Of Everything They Do
January 18, 2023
From
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Business Wire
Forrester Opens Award Nominations To Recognize Excellence In B2B Marketing, Sales, And Product Functions
January 11, 2023
From
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November 22, 2022
Wall Street analysts think these growth stocks are oversold.
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October 07, 2022
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INVESTIGATION ALERT: Scott+Scott Attorneys at Law LLP Investigates Forrester Research, Inc.’s Directors and Officers for Breach of Fiduciary Duties – FORR
August 31, 2022
From
Scott+Scott Attorneys at Law LLP
Via
Business Wire
9 Industrials Stocks Moving In Friday's Intraday Session
↗
July 29, 2022
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Benzinga
Earnings Outlook For Forrester Research
↗
July 27, 2022
Forrester Research (NASDAQ:FORR) is set to give its latest quarterly earnings report on Thursday, 2022-07-28. Here's what investors need to know before the announcement. Analysts estimate that...
Via
Benzinga
Sidoti March Virtual Small Cap Investor Conference
March 22, 2022
- Presentation Times and Weblinks Released for Over 100 Presenting Companies - Wednesday and Thursday, March 23rd-24th, 2022 NEW YORK, NY / ACCESSWIRE / March 22, 2022 / Sidoti & Company, LLC has...
From
Sidoti & Company, LLC
Via
AccessWire
Forrester Research: Q4 Earnings Insights
↗
February 10, 2022
Forrester Research (NASDAQ:FORR) reported its Q4 earnings results on Thursday, February 10, 2022 at 04:05 PM. Here's what investors need to know about the announcement.
Via
Benzinga
Sidoti Winter Virtual Small Cap Investor Conference
January 18, 2022
- Presentation Times and Weblinks Released for Over 70 Presenting Companies - Wednesday and Thursday, January 19th-20th, 2022 NEW YORK, NY / ACCESSWIRE / January 18, 2022 / Sidoti & Company, LLC has...
From
Sidoti & Company, LLC
Via
AccessWire
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