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home
about us
Investment Approach
Client Service Approach
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
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
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Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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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
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Freshworks Inc. - Class A Common Stock
(NQ:
FRSH
)
11.62
+0.01 (+0.04%)
Streaming Delayed Price
Updated: 10:19 AM EST, Jan 6, 2026
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5 Sizzling Tech Companies on the Brink of Bullish Reversals
September 21, 2023
Tech stocks are on the move and some are forming solid reversal patterns that could lead to double-digit gains for investors.
Via
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Jefferies Maintains Hold Rating for Freshworks: Here's What You Need To Know
↗
September 11, 2023
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The Top 5 Analysts Calls in September
September 11, 2023
These stocks have more in common than analysts' attention. Read on to find out why these are the Most Upgraded Stocks for the 1st week of September.
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Where Freshworks Stands With Analysts
↗
September 08, 2023
Via
Benzinga
Freshworks to Participate in Piper Sandler Growth Frontiers Conference
September 08, 2023
From
Freshworks Inc
Via
GlobeNewswire
FRESHWORKS INC-CL A is setting up nicely for a breakout.
↗
September 01, 2023
There are signs that NASDAQ:FRSH may be ready to breakout.
Via
Chartmill
Why Freshworks Shares Are Seeing Blue Skies Today
↗
August 02, 2023
Freshworks Inc (NASDAQ: FRSH) shares are trading higher by around 15% after the company reported
Via
Benzinga
Freshworks Appoints Johanna Jackman as Chief People Officer
August 28, 2023
From
Freshworks Inc
Via
GlobeNewswire
Freshworks Unveils AI-Powered Customer Service Suite with Freddy Generative AI Integration
August 03, 2023
From
Freshworks Inc
Via
GlobeNewswire
Freshworks (FRSH) Q2 2023 Earnings Call Transcript
↗
August 01, 2023
FRSH earnings call for the period ending June 30, 2023.
Via
The Motley Fool
Earnings Preview: Freshworks
↗
July 31, 2023
Via
Benzinga
Where Freshworks Stands With Analysts
↗
July 31, 2023
Via
Benzinga
Analyst Ratings for Freshworks
↗
June 23, 2023
Via
Benzinga
Why Freshworks Stock Soared Almost 19% Higher on Wednesday
↗
August 02, 2023
A boffo quarter, featuring a flip into profitability, brings the bulls stampeding into the specialty software company's shares.
Via
The Motley Fool
12 Information Technology Stocks Moving In Wednesday's Intraday Session
↗
August 02, 2023
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Benzinga
Why Exact Sciences Shares Are Trading Lower By Over 9%? Here Are Other Stocks Moving In Wednesday's Mid-Day Session
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August 02, 2023
Gainers WaveDancer, Inc. (NASDAQ: WAVD) shares climbed 86% to $0.5505. Tellenger, a subsidiary of Wavedancer, Inc., won a seven-year U.S. government contract.
Via
Benzinga
What 8 Analyst Ratings Have To Say About Freshworks
↗
May 18, 2023
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For August 2, 2023
↗
August 02, 2023
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Benzinga
Humana, Waters, e.l.f. Beauty, Teva Pharmaceutical And Other Big Stocks Moving Higher On Wednesday
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August 02, 2023
U.S. stocks traded lower, with the Dow Jones falling around 200 points on Wednesday. Here are some big stocks recording gains in today’s session. Powell Industries, Inc. (NASDAQ: POWL) shares jumped...
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12 Information Technology Stocks Moving In Wednesday's Pre-Market Session
↗
August 02, 2023
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Why Rover Group Shares Are Trading Higher By Over 20%; Here Are 20 Stocks Moving Premarket
↗
August 02, 2023
Gainers Crown ElectroKinetics Corp. (NASDAQ: CRKN) shares surged 52.1% to $0.1049 in pre-market trading.
Via
Benzinga
Freshworks to Participate in Upcoming Investor Conferences
August 02, 2023
From
Freshworks Inc
Via
GlobeNewswire
Today’s Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Wednesday
↗
August 02, 2023
It's time for another breakdown of the biggest pre-market stock movers as we check out all of the latest news for Wednesday!
Via
InvestorPlace
12 Information Technology Stocks Moving In Tuesday's After-Market Session
↗
August 01, 2023
Via
Benzinga
Freshworks Reports Second Quarter 2023 Results
August 01, 2023
From
Freshworks Inc
Via
GlobeNewswire
Freshworks to Announce Second Quarter 2023 Financial Results on August 1, 2023
July 06, 2023
From
Freshworks Inc
Via
GlobeNewswire
Freshworks Unveils New Generative AI Enhancements Across Product Lines to Power Greater Business Efficiency
June 21, 2023
Freddy, Freshworks’ AI assistant, continues to advance to make generative AI more accessible to employees in support, sales, marketing and IT, making their everyday work easier
From
Freshworks Inc
Via
GlobeNewswire
Freshworks drives digital transformation for Texas A&M University through modernized service management
June 08, 2023
Freshservice helps Texas A&M’s transportation department provide students, faculty, staff and visitors with support anytime, anywhere
From
Freshworks Inc
Via
GlobeNewswire
Freshworks to Participate in Upcoming Investor Conferences
May 12, 2023
From
Freshworks Inc
Via
GlobeNewswire
Freshworks Cooks Up Strong 1Q23 Results, but Is the Recipe for Success Sustainable Amid Pricing Model Shifts?
↗
May 03, 2023
Needham analyst Scott Berg reiterates Freshworks Inc (NASDAQ: FRSH) with a Buy and a $25
Via
Benzinga
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