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home
about us
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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
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TAF sm Program
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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
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Event Schedule
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Event Schedule
Market Value Securities (MVS sm) Presentation
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Calendar of Events
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Investing During Uncertain Times
Read FULL Seminar Here
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Clearwater Analytics Holdings, Inc. Class A Common Stock
(NY:
CWAN
)
23.65
+0.10 (+0.42%)
Official Closing Price
Updated: 7:00 PM EDT, Mar 31, 2026
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BarmeniaGothaer Modernizes Front-to-Back Investment Platform with Bloomberg and Clearwater Analytics
March 31, 2026
From
Clearwater Analytics
Via
Business Wire
Clearwater Analytics Stock Lands $37 Million Investment Amid 77% ARR Growth Surge and Pending Buyout
↗
March 22, 2026
Clearwater Analytics delivers automated investment data and reporting solutions to institutional clients through its cloud-based platform.
Via
The Motley Fool
FTV Management Builds $651 Million Position in Neptune Insurance Holdings, According to Recent SEC Filing
↗
March 20, 2026
Neptune Insurance Holdings uses AI-driven underwriting to offer flood and earthquake coverage without taking on claims risk directly. The company's growth now depends on how far that model can scale...
Via
The Motley Fool
Topics
Artificial Intelligence
Regulatory Compliance
Clearwater Analytics (NYSE:CWAN) Reports Q4 2025 Revenue Growth but Misses Estimates Amid Pending Acquisition
↗
February 18, 2026
Via
Chartmill
Fort Baker Dumps 1.68 Million TEGNA Shares Worth $34.3 Million
↗
March 17, 2026
TEGNA delivers news and entertainment across local TV and digital platforms, connecting advertisers with audiences nationwide.
Via
The Motley Fool
Topics
Regulatory Compliance
The 3 Fastest-Growing Tech Stocks You've Never Heard Of
↗
March 17, 2026
These three under-the-radar companies are using AI, data, and subscriptions to build powerful long-term businesses.
Via
The Motley Fool
Topics
Artificial Intelligence
Investor Buys Up $21 Million in Remitly Stock as Fintech’s Revenue Surges 29% Year Over Year
↗
March 11, 2026
Remitly Global enables digital money transfers to over 100 countries, serving immigrants and families seeking affordable cross-border solutions.
Via
The Motley Fool
Topics
Regulatory Compliance
One Investor Sold $3 Million in NCR Atleos Stock Last Quarter — Before a $6.6 Billion Buyout Offer Emerged
↗
March 11, 2026
Specializing in self-service banking infrastructure, NCR Atleos delivers ATM and digital transaction solutions to global financial clients.
Via
The Motley Fool
Topics
Regulatory Compliance
Orange Investment Advisors Successfully Implements Clearwater Analytics to Modernize Front-to-Back Investment Operations
March 10, 2026
From
Clearwater Analytics
Via
Business Wire
Investment Manager Sells $3.2 Million Worth of CWAN Stock, According to Recent SEC Filing
↗
March 09, 2026
Clearwater Analytics provides cloud-based investment data and reporting tools for institutional clients in the financial sector.
Via
The Motley Fool
Topics
Regulatory Compliance
SaaS Firm With Nearly $1 Billion in ARR Loses $20 Million Institutional Investor Amid Steep Stock Slide
↗
March 06, 2026
Clearwater Analytics delivers SaaS-based investment data and reporting tools to institutional clients across the financial sector.
Via
The Motley Fool
Halper Sadeh LLC is Investigating Whether SEM, CWAN, FONR are Obtaining Fair Deals for their Shareholders
March 04, 2026
From
Halper Sadeh LLC
Via
GlobeNewswire
Starboard Value LP Opens Major Stake in Clearwater Analytics’ Investment Accounting Platform
↗
February 27, 2026
Starboard Value LP has established a significant position in Clearwater Analytics, a provider of cloud-based investment accounting software for insurers and asset managers. The company is embedded...
Via
The Motley Fool
Topics
Regulatory Compliance
CWAN STOCKHOLDER NOTE: Kaskela Law Firm Announces Investigation into Clearwater Analytics Holdings, Inc. Stockholder Buyout and Encourages Investors to Contact the Firm – CWAN
February 26, 2026
From
KASKELA LAW LLC
Via
Business Wire
Halper Sadeh LLC is Investigating Whether CWAN, UBFO, CWBC are Obtaining Fair Deals for their Shareholders
February 25, 2026
From
Halper Sadeh LLC
Via
GlobeNewswire
Halper Sadeh LLC is Investigating Whether BKH, CWAN, EWCZ are Obtaining Fair Deals for their Shareholders
February 22, 2026
From
Halper Sadeh LLC
Via
GlobeNewswire
CWAN Announces Fourth Quarter 2025 Financial Results
February 18, 2026
From
Clearwater Analytics Holdings, Inc.
Via
Business Wire
Accelerant Holdings Stock Down 48% From IPO Price, but One Fund Just Built a $51 Million Stake
↗
February 16, 2026
Accelerant Holdings offers data-driven risk exchange and underwriting services for commercial insurance clients in the U.S. and abroad.
Via
The Motley Fool
Topics
Initial Public Offering
Regulatory Compliance
Clearwater Analytics Stock Buy: Why This New $88.3 Million Stake Stands Out
↗
February 16, 2026
Clearwater Analytics delivers SaaS-based investment data and reporting solutions to institutional clients across the financial sector.
Via
The Motley Fool
Topics
Regulatory Compliance
This Cross-Border E-Commerce Stock Is Down 47% This Past Year, but One Fund Added Another $4 Million to Its Stake
↗
February 16, 2026
Global-E Online enables brands to streamline cross-border e-commerce, providing technology solutions for international online sales.
Via
The Motley Fool
Topics
Regulatory Compliance
Clearwater Analytics Debuts Transparent Risk Platform for Power and Gas Markets at E-world 2026
February 09, 2026
From
Clearwater Analytics
Via
Business Wire
$10 Million Exit From Lindsay Comes as Margins Hold at 12.6% Despite Revenue Pressure
↗
February 06, 2026
Lindsay Corporation delivers irrigation and infrastructure solutions to global agriculture and transportation markets.
Via
The Motley Fool
Topics
Regulatory Compliance
Core Scientific Stock Is Up 17% This Past Year, but One Fund Just Disclosed a $9 Million Exit
↗
February 06, 2026
Core Scientific provides blockchain infrastructure and digital asset mining for institutional and enterprise clients in North America.
Via
The Motley Fool
AZZ Stock Up 49% as One New Holder Discloses $8 Million Buy and Firm Reveals Updated Guidance
↗
February 06, 2026
AZZ Inc. delivers metal coatings and electrical infrastructure solutions to industrial and utility clients worldwide.
Via
The Motley Fool
Topics
Energy
Regulatory Compliance
Ardent Health Shares Sink 43% as Investor Dumps $7.7 Million Stake Amid Earnings Shock
↗
February 06, 2026
Ardent Health operates a national network of hospitals and clinics, delivering acute care and specialty medical services across the U.S.
Via
The Motley Fool
Topics
Regulatory Compliance
Chase Investment Counsel Adds Clearwater Analytics Shares
↗
February 05, 2026
Clearwater Analytics delivers SaaS solutions that streamline investment data management for institutional clients worldwide.
Via
The Motley Fool
Topics
Regulatory Compliance
Stocks
Clearwater Analytics and TreasurySpring Announce Platform Integration for Fixed-Term Cash Management
February 05, 2026
From
Clearwater Analytics
Via
Business Wire
Clearwater Analytics to Announce Fourth Quarter and Full Year 2025 Financial Results on February 18, 2026
February 04, 2026
From
Clearwater Analytics Holdings, Inc.
Via
Business Wire
Generali Deutschland AG Selects Clearwater Analytics to Modernize and Scale Investment Operations Unit-Linked Fund Business
February 03, 2026
From
Clearwater Analytics
Via
Business Wire
Clearwater Analytics Embeds AI into Beacon Risk Platform to Accelerate Model Validation and Exposure Analysis
January 27, 2026
From
Clearwater Analytics
Via
Business Wire
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