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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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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
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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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Eden Valley-Watkins Independent School District Sees Continued Boost to Staff Productivity and Student Attendance from Increased Adoption of PowerSchool Solutions
April 01, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
Expert Ratings For PowerSchool Holdings
↗
March 30, 2022
PowerSchool Holdings (NYSE:PWSC) has observed the following analyst ratings within the last quarter:
Via
Benzinga
PowerSchool Recognized with Six Stevie® Awards for Ongoing Commitment to Customer Support and Service
March 28, 2022
From
PowerSchool
Via
Business Wire
Benzinga's Top Ratings Upgrades, Downgrades For March 30, 2022
↗
March 30, 2022
Upgrades
Via
Benzinga
PowerSchool Shares Its Commitment to a More Sustainable Future in Inaugural Environmental, Social and Governance (ESG) Report
March 25, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
12 Consumer Discretionary Stocks Moving In Monday's Pre-Market Session
↗
March 21, 2022
Gainers BT Brands (NASDAQ:BTBD) shares moved upwards by 36.1% to $2.11 during Monday's pre-market session. The company's market cap stands at $13.6 million. As per the press release, Q4 earnings came...
Via
Benzinga
PowerSchool Named Among World’s Most Innovative Companies by Fast Company
March 14, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
Schools in the Middle East, Africa, and Asia Benefit from PowerSchool Solutions
March 24, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
Fredericksburg Independent School District Chooses PowerSchool Solutions to Go Digital and Optimize Recruiting and Hiring Process
March 15, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
12 Consumer Discretionary Stocks Moving In Friday's Intraday Session
↗
March 04, 2022
Gainers E-Home Household Service (NASDAQ:EJH) shares increased by 14.8% to $0.71 during Friday's regular session. As of 12:30 EST, E-Home Household Service's stock...
Via
Benzinga
What 4 Analyst Ratings Have To Say About PowerSchool Holdings
↗
March 04, 2022
Within the last quarter, PowerSchool Holdings (NYSE:PWSC) has observed the following analyst ratings: Bullish Somewhat Bullish Indifferent Somewhat Bearish Bearish Total...
Via
Benzinga
Pasco County Schools Selects Naviance by PowerSchool to Bolster College, Career, and Life Readiness Program
February 25, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
Earnings Scheduled For March 3, 2022
↗
March 03, 2022
Companies Reporting Before The Bell • Travelzoo (NASDAQ:TZOO) is expected to report quarterly earnings at $0.13 per share on revenue of $18.23 million. • Urban...
Via
Benzinga
PowerSchool Releases 2022 K-12 Talent Index Education Research Report
February 24, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
South American Education Program Expands Utilization of PowerSchool Solutions to Nearly 1 Million Uruguayan Students
February 17, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
PowerSchool Announces Webinar With Leading Organization CASEL on Social and Emotional Learning Best Practices
February 10, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
Visalia Unified School District Ensures Optimal Data Interoperability with Addition of Multiple PowerSchool Solutions
February 16, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
PowerSchool Receives Top Awards From Tech & Learning and Sacramento Business Journal for Supporting Educators and Students
February 08, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
Cobb County School District Utilizes PowerSchool Solutions to Streamline HR Operations
February 09, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
PowerSchool to Announce Fourth Quarter and Full Year 2021 Financial Results on March 3, 2022
February 03, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
Tennessee School District Creates an Integrated Experience for Educators, Administrators, and Parents with Additional PowerSchool Solution
February 02, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
PowerSchool Announces Enhancements to Its Naviance Solution to Help Educators and Students Make Informed College, Career, and Life Readiness Decisions
February 01, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
PowerSchool to Acquire Kinvolved, Expanding K-12 Platform to Provide Critical Messaging and Communication Solution to Improve Engagement and Student Outcomes
January 25, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
Kennewick School District Leverages PowerSchool Solutions to Streamline District Operations
January 27, 2022
From
PowerSchool
Via
Business Wire
Leading California School District Leverages Naviance by PowerSchool to Boost Migrant Student Population’s College Preparedness
January 19, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
Aldine Independent School District Selects PowerSchool Solutions for Increased District-Wide Interoperability
January 26, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
Parkway School District Optimizes Blended Learning Environments with PowerSchool Solutions
January 14, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
Washington County School District Expands Use of PowerSchool Solutions, Adds Unified Insights to Help Continue Creating Engaging Learning Environments
January 21, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
Blended-Online Learning Pioneer, GOAL High School, Chooses PowerSchool Solutions to Ensure Digital Equity for Thousands of Students Throughout Colorado
December 15, 2021
From
PowerSchool Holdings, Inc.
Via
Business Wire
Anne Arundel County Public Schools Continues Commitment to Digitizing Operations with Support from PowerSchool
January 11, 2022
From
PowerSchool Holdings, Inc.
Via
Business Wire
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