Menu
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 Buy Currently
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
Sample Portfolio
Sample Portfolio Analysis
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 sm Program
Services, Fees and Compensation
Account Requirements
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
Municipal Bond Presentation
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
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
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
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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
Tax-Free Income Seminar
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
Recent Quotes
View Full List
My Watchlist
Create Watchlist
Indicators
DJI
Nasdaq Composite
SPX
Gold
Crude Oil
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries
Articles published by NICE
< Previous
1
2
3
4
5
6
7
8
9
...
14
15
Next >
NICE Receives “Artificial Intelligence Solution of the Year” Award For Enlighten AI from 2023 National Technology News
August 23, 2023
From
NICE
Via
Business Wire
Tickers
NICE
NICE Enlighten XO Receives 2023 “Disruptive Technology of the Year” Honor in Customer Contact Week’s Excellence Awards Competition
August 22, 2023
From
NICE
Via
Business Wire
Tickers
NICE
NICE Named Top Leader in Metrigy’s Inaugural CCaaS Provider Ranking
August 21, 2023
From
NICE
Via
Business Wire
Tickers
NICE
NICE Reports 23% Year-Over-Year Cloud Revenue Growth in Second Quarter 2023
August 17, 2023
From
NICE
Via
Business Wire
Tickers
NICE
NICE Provides Dial-in Details for its Second Quarter 2023 Results Teleconference
August 10, 2023
From
NICE
Via
Business Wire
Tickers
NICE
NICE Named a Leader in the 2023 Gartner® Magic Quadrant™ for Contact Center as a Service For 9th Consecutive Year
August 08, 2023
From
NICE
Via
Business Wire
Tickers
NICE
ASTRID Deploys NICE to Modernize Incident Reconstruction for Belgium’s National Emergency and Security Services Network
August 03, 2023
From
NICE
Via
Business Wire
Tickers
NICE
NICE Named as a Top Provider by Constellation ShortList™ for Contact Center as a Service 2023
August 02, 2023
From
NICE
Via
Business Wire
Tickers
NICE
NICE Actimize Wins Four 2023 Global Banking & Finance Awards Highlighting Innovation in Trade Surveillance Technology
July 31, 2023
From
NICE
Via
Business Wire
Tickers
NICE
NICE Introduces Generative AI-Powered “Enlighten Actions Industry Benchmarks,” Allowing Brands a Unique Way to Create Stronger Brand Loyalty
July 27, 2023
From
NICE
Via
Business Wire
Tickers
NICE
NICE Named a 2023 Top Provider by Metrigy for Voice of the Customer
July 26, 2023
From
NICE
Via
Business Wire
Tickers
NICE
NICE Launches ElevateAI “1K Every Day,” Delivering Greater AI Access To Customers of All Sizes
July 25, 2023
From
Nice
Via
Business Wire
Tickers
NICE
Cook County State’s Attorney’s Office Selects NICE Justice Digital Evidence Management to Streamline Criminal Justice
July 19, 2023
From
NICE
Via
Business Wire
Tickers
NICE
Durham’s Accredited 911 Center of Excellence Selects NICE Inform Elite to Improve Service for Citizens, Public Safety Partners
July 18, 2023
From
NICE
Via
Business Wire
Tickers
NICE
ABN AMRO Finds Smarter and Faster Digital Customer Experiences with NICE CXone
July 17, 2023
From
NICE
Via
Business Wire
Tickers
NICE
Frederick County Maryland State’s Attorney’s Office Selects the NICE Justice Solution to Accelerate Digital Transformation
July 13, 2023
From
NICE
Via
Business Wire
Tickers
NICE
NICE Announces Launch of CXone as an Industry First EU Sovereign Cloud CX Platform
June 26, 2023
From
NICE
Via
Business Wire
Tickers
NICE
NICE Releases 2021-2022 Environmental, Social and Governance (ESG) Report, Demonstrating Positive Impact of Cloud-Based Solutions
June 21, 2023
From
NICE
Via
Business Wire
Tickers
NICE
NICE Announces Interactions International 2023, Premier CX Event Showcasing Enlighten’s Pioneering AI For Business
June 19, 2023
From
NICE
Via
Business Wire
Tickers
NICE
NICE Actimize Positioned as Highest-Scoring Vendor Across Technology Excellence in 2023 Quadrant Knowledge Solutions KYC Report
June 15, 2023
From
NICE
Via
Business Wire
Tickers
NICE
NICE Actimize Receives 2023 “Best Technology Management Team North America” Award from Global Banking & Finance Review
June 12, 2023
From
NICE
Via
Business Wire
Tickers
NICE
NICE Recognizes CX AI Leadership, Unveiling CX Excellence Award Winners at Interactions 2023
June 07, 2023
From
NICE
Via
Business Wire
Tickers
NICE
NICE Presents Elite Partners of the Year Awards at Interactions 2023
June 07, 2023
From
NICE
Via
Business Wire
Tickers
NICE
NICE Launches Next Big Leap of Enlighten, Creating the CX Industry’s First Trusted AI For Business
June 06, 2023
From
NICE
Via
Business Wire
Tickers
NICE
NICE Named Company of the Year for Conversational AI In the North American CCaaS Market
June 05, 2023
From
NICE
Via
Business Wire
Tickers
NICE
NICE Actimize Announces ENGAGE 2023, the Industry’s Premier Financial Crime & Compliance Risk Management Event
June 01, 2023
From
NICE
Via
Business Wire
Tickers
NICE
NICE to Host Financial Analyst and Investor Day at Interactions 2023
May 31, 2023
From
NICE
Via
Business Wire
Tickers
NICE
NICE Actimize SURVEIL-X Wins 2023 RegTech Insight Europe Award for Best Solution for Managing Conduct Risk
May 30, 2023
From
NICE
Via
Business Wire
Tickers
NICE
Vontobel Extends the Use of NICE Actimize SURVEIL-X Markets Surveillance to Foster Market Expansion In a Digital World
May 23, 2023
From
NICE
Via
Business Wire
Tickers
NICE
NICE Announces Interactions 2023, The Largest CX Industry Event Showcasing Groundbreaking AI Innovations With Market Thought Leaders and Tier 1 Celebrity Guests
May 18, 2023
From
NICE
Via
Business Wire
Tickers
NICE
< Previous
1
2
3
4
5
6
7
8
9
...
14
15
Next >
Stock Quote API & Stock News API supplied by
www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the
Privacy Policy
and
Terms Of Service
.
© 2025 FinancialContent. All rights reserved.