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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
Total Asset Fund (TAF)
TAF sm Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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MVS Program
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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
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Back Dated Performance Reports
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Event Schedule
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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
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Articles published by NICE
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NICE Named a Leader in the 2024 Aragon Research Globe™ for Conversational AI in the Intelligent Contact Center
March 27, 2024
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NICE Recognized for European AI Product Innovation Industry Excellence
March 27, 2024
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NICE Launches Next Generation of Enlighten Copilot, Delivering AI-Driven Augmentation to The Entire CX Workforce
March 26, 2024
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NICE Delivers Major CX AI Milestone with Enlighten Managing 100 Million Customer Interactions Per Month
March 25, 2024
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NICE Unveils Enlighten XM, A Next Generation AI Contextual Memory Powering Customer Interactions
March 25, 2024
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NICE Enlighten AutoSummary Wins 2024 BIG Innovation Award for Contact Center Innovation
March 21, 2024
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NICE Recognized as Best Digital Transformation Partner Company by 2024 Global Banking & Finance Review Awards
March 20, 2024
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NICE Actimize Leads Five Best-in-Class Rankings Across Critical Surveillance Categories in Datos Insights Impact Report
March 19, 2024
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iQor Harnesses NICE CXone to Drive Digital Transformation in CX
March 12, 2024
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NICE Expands Its Presence in Japan with Availability of CXone in Osaka
March 07, 2024
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NICE Actimize Launches ARCHIVE-X, a Comprehensive Communications Archiving and Records Management SaaS Solution
March 05, 2024
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NICE Named a Leader in the IDC MarketScape: Worldwide Digital Evidence Management Solutions for Law Enforcement 2023
February 29, 2024
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NICE’s Evidencentral Digital Evidence Management Platform Receives ASTORS’ Best Investigation Solution Award
February 28, 2024
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NICE Selected by DiDi Global to Deliver Real-time AI Driven Personalized Interactions
February 27, 2024
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NICE Inform Elite Wins ASTORS Award for Best 911 Center Solution
February 26, 2024
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NICE Reports 20% Year-Over-Year Cloud Revenue Growth and 16% Year-Over-Year EPS Growth for the Fourth Quarter 2023
February 22, 2024
From
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NICE Provides Dial-in Details for its Fourth Quarter 2023 Results Teleconference
February 15, 2024
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Alabama’s Shelby County Commission to Deploy NICE’s Market Leading Digital Evidence Management Platform to Transform Criminal Justice
January 29, 2024
From
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Carnival UK To Revolutionize Guest Experience Leveraging NICE CXone’s Platform Completeness Converging CCaaS Voice, Digital, and CX AI
January 25, 2024
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NICE Announces Opening of Nominations for its 2024 PSAPs’ Finest Awards Recognizing Emergency Communications Professionals
January 24, 2024
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NICE Announces The Close of The LiveVox Acquisition, Creating a Conversational AI Powerhouse
December 26, 2023
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NICE Advances AI-Driven Customer Experience with 2023 CXone Fall Release
December 20, 2023
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NICE CXone Named Outright CCaaS Leader In ISG Provider Lens 2023 Report
December 13, 2023
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Europcar Transforms Global Customer Experience with NICE CXone
December 12, 2023
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NICE Actimize Wins PAN Finance Award for Most Innovative Fraud Detection Technology, EMEA 2023
December 07, 2023
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NICE Named the Outright Leader in the 2023 SPARK Matrix™ With Leading CX AI for Customer Journey Analytics (CJA) Report
December 06, 2023
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NICE and MoneyGram Named Winners for Customer Experience Category In Ventana Research’s 16th Annual Digital Leadership Awards
December 05, 2023
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NICE Actimize Recognized as Category Winner for Communications Monitoring Innovation in the Chartis 2024 RiskTech100® Rankings
November 27, 2023
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Oodle Selects NICE Enlighten AI to Better Identify and Serve Vulnerable Customers
November 22, 2023
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Limango Selects NICE CXone to Elevate their CX Operation to the Cloud
November 20, 2023
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