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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
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Client Contact with Portfolio Manager(s)
Additional Information
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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
Tax-Free Income Seminar
Bond Fund Seminar
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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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Belleville Public Schools Adds Multiple PowerSchool Solutions to Increase Cohesion and Efficiency Across Departments
June 28, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
PowerSchool Launches New Products to Boost Student Success and Support Educators
June 24, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
Why Amesite Believes It Is Positioning Itself To Dominate The Online Learning Market
↗
June 23, 2022
The world is changing rapidly, with new directions and insights coming to the forefront almost daily. To keep up, professionals must develop their skills and knowledge. In other words, becoming a...
Via
Benzinga
PowerSchool Awarded SIIA CODiE Award for Best Data Management Tool and EdTech Breakthrough Award for School Information System Solution Provider of the Year
June 22, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
PowerSchool Expands Naviance to Improve College, Career, Military, and Life Readiness for Students of All Ages
June 07, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
Global Artificial Intelligence In The Education Sector Expected To Reach $17 Billion By 2027
June 22, 2022
Palm Beach, FL – June 22, 2022 – FinancialNewsMedia.com News Commentary – Global artificial intelligence in the education sector market revenue is expected to increase significantly during the next...
Via
FinancialNewsMedia
Topics
Artificial Intelligence
Immigration
PowerSchool to Present at Upcoming Investor Conferences
May 24, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
School District of Newberry County Selects PowerSchool Unified Classroom® Performance Matters to Cultivate More Data-Informed Decisions Districtwide
June 21, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
Stocks That Hit 52-Week Lows On Monday
↗
May 23, 2022
On Monday, 149 companies reached new 52-week lows.
Via
Benzinga
EPIC Charter Schools Completes Implementation of PowerSchool Solutions
June 17, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
Springfield Public Schools Selects Naviance by PowerSchool to Ensure Postsecondary Success for Students
June 15, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
30 Stocks Moving In Monday's Mid-Day Session
↗
May 23, 2022
Gainers Evolve Transition Infrastructure LP (NYSE: SNMP) shares rose 29.2% to $0.6699 after jumping around 14% on Friday.
Via
Benzinga
Clark County Public Schools Add Suite of PowerSchool Unified Talent™ Solutions to Simplify and Automate Teacher Hiring, Onboarding, and Training Processes
June 01, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
58 Biggest Movers From Yesterday
↗
May 24, 2022
Gainers Catalyst Biosciences, Inc. (NASDAQ: CBIO) gained 234.2% to close at $1.27 after the company announced it sold its complement portfolio for $60 million.
Via
Benzinga
Mid-Morning Market Update: Markets Mixed; Broadcom In Talks To Buy VMWare
↗
May 23, 2022
U.S. stocks traded mixed this morning, with the Dow Jones gaining around 250 points on Monday.
Via
Benzinga
Visions In Education Charter School Selects Naviance by PowerSchool to Improve College, Career, and Life Readiness Program Capabilities
May 19, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
PowerSchool Unified Insights Named EdTech Awards 2022 “Cool Tool” Winner for Providing Exceptional Learning Analytics to Schools
May 18, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
Southeastern Career Center Selects PowerSchool to Improve Districtwide Collaboration and Student Performance Monitoring Capabilities
May 16, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
PowerSchool Integrates Leading Tool for Teacher Support, The Danielson Group’s Framework for Teaching, Into Its Talent Product
May 13, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
Marple Newton School District Shares Benefits of Replacing Google Classroom with PowerSchool Unified Classroom® Schoology Learning for Its Learning Management System
May 12, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
PowerSchool Announces First Quarter 2022 Financial Results
May 05, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
PowerSchool Awarded Gold Stevie® Awards for the Best Administrative Solution and Best Education Platform for PK-20 Categories
May 03, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
Al Ittihad National Private Schools Add Suite of Eight PowerSchool Solutions to Improve Academic Performance, Ability to Track Progress, and Instructional Capacities
May 11, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
Veritas Preparatory Charter School Improves Performance Monitoring and Curriculum Development Capabilities through PowerSchool Solutions
April 29, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
PowerSchool’s Education Impact Consulting Team Wins 2022 Excellence in Customer Service Award
April 27, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
Family Life Academy Charter Schools Add PowerSchool Solutions to Amplify Blended and Social-Emotional Learning Capabilities
April 22, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
PowerSchool to Announce First Quarter 2022 Financial Results on May 5, 2022
April 14, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
Powhatan County Public Schools Utilizes PowerSchool to Optimize Districtwide Curriculum and Talent Management Capabilities
April 13, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
Amid National Substitute Teacher Shortage, School Districts Get Support from PowerSchool to Help Fill Positions and Keep Classrooms Open
April 05, 2022
From
PowerSchool
Via
Business Wire
Beaverton School District Benefits from PowerSchool Solutions for Optimized K-12 Enterprise Resource Planning
April 04, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
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