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home
about us
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Firm ADV PDFs
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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
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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
Market Value Securities (MVS)
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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
Sample Portfolio
Back Dated Performance Reports
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EVENTS
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Event Schedule
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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
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Articles published by NICE
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DeKalb County District Attorney’s Office Selects NICE Justice for Digital Evidence Management Transformation
May 15, 2023
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NICE Reports 25% Cloud Revenue Growth Leading to a Record First Quarter
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NICE Provides Dial-in Details for its First Quarter 2023 Results Teleconference
May 04, 2023
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NICE Leads Market Share for Workforce Engagement Management Globally
May 03, 2023
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NICE CXone Named the Technology Leader in 2022 SPARK Matrix™: Workforce Engagement Management (WEM) Report
May 02, 2023
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NICE Actimize Wins Three 2023 Global Banking & Finance Awards Highlighting Excellence in Innovation in Anti-Fraud Technology
May 01, 2023
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NICE Receives Frost & Sullivan’s 2022 European Contact Center as a Service (CCaaS) Technology Innovation Leadership Award
April 27, 2023
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NICE Enlighten AI Wins 2023 BIG Innovation Award for Contact Center Advancements
April 24, 2023
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NICE Recognized as Best Digital Transformation Partner Company by 2023 Global Banking and Finance Awards
April 20, 2023
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NICE Named a Leader in the 2023 Aragon Research Globe™ for Conversational AI in the Intelligent Contact Center
April 19, 2023
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ScS Group Plc Achieves 10% Improvement in Advisor Productivity in First Four Months with NICE CXone
April 18, 2023
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NICE Named a 2023 Gartner Peer InsightsTM Customers’ Choice for CCaaS
April 17, 2023
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NICE Delivers AI-Powered CX to Accelerate Smart Self-Service Adoption While Improving Employee Engagement and Efficiency with Launch of CXone Spring 2023 Release
April 03, 2023
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NICE Announces Enlighten Actions, Creating Humanized AI-driven CX Powered by Generative AI
March 27, 2023
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Independent Research Firm Names NICE a Leader in Contact Center as a Service
March 27, 2023
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NICE Actimize Honored for Best Anti-Money Laundering Solution by Regulation Asia’s Excellence Awards for Second Consecutive Year
March 20, 2023
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NICE Surpasses Milestone of 1 Million Agents on CXone
March 15, 2023
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NICE Actimize Launches Real-Time Money Mule Defense Solution to Detect Illicit Activity Throughout the Entire Customer Lifecycle
March 14, 2023
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NICE Actimize 2023 Fraud Insights Report Reveals Attempted Fraud Transactions Have Increased By 92% Over Previous Year
March 09, 2023
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NICE CXone Selected by Whakarongorau Aotearoa to Improve Contact Center Operations
March 08, 2023
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NICE Workforce Management Transforms Operations for Alteram Solutions
March 07, 2023
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LanguageLoop Implements NICE CXone to Transform its Customer Experience Operations
March 01, 2023
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Alameda County District Attorney’s Office Selects NICE for Digital Transformation of Criminal Justice
February 28, 2023
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NICE Reports Strong Finish to 2022 With 26% Cloud Revenue Growth for the Fourth Quarter
February 23, 2023
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NICE Named the Technology Leader in 2022 SPARK MatrixTM for Contact Center as a Service (CCaaS) Report for Second Consecutive Year
February 22, 2023
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NICE Named the Technology Leader in the 2022 SPARK Matrix™ for Customer Journey Analytics (CJA) Report
February 21, 2023
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NICE CXone Named Leader in Frost and Sullivan’s 2022 North American Enterprise Cloud Contact Center Report
February 16, 2023
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NICE Provides Dial-in Details for its Fourth Quarter 2022 Results Teleconference
February 16, 2023
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NICE Named a Digital Market Leader in 2022 Opus Research Conversational Intelligence Intelliview Report
February 15, 2023
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NICE Voice of Customer Placed First Overall on Frost Radar Growth Index
February 06, 2023
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