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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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Quarterly Performance Reports
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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
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Back Dated Performance Reports
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Event Schedule
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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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Articles published by NICE
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NICE and Cognizant Announce Strategic Partnership For Digital Customer Experience Transformation
January 30, 2023
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NICE Announces Industry’s First Conversational CX With ChatGPT-Enabled CXone
January 26, 2023
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NICE Digitally Transforms Performance and Customer Experience through AI-Driven Employee Engagement Solutions for a leading European BPO
January 19, 2023
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NICE CXone Leads Market Share in DMG Consulting LLC’s Worldwide Cloud-Based Contact Center Report for 2022
January 18, 2023
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NICE’s Evidencentral Digital Transformation Solutions Named Winners in 2022 ASTORS Awards for Seventh Consecutive Year
January 10, 2023
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NICE Delivers New RPA Innovations leveraging AI To Achieve Complete Performance and Master CXi
January 09, 2023
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NICE Opens Nominations for 2023 PSAPs’ Finest Awards Honoring Emergency Communications Professionals
January 04, 2023
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NICE Actimize Positioned As Overall Leader in 2022 Quadrant Knowledge Solutions Inaugural Watchlist and Sanctions Monitoring Solutions Report
January 03, 2023
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NICE
NICE Enlighten AI Receives 2022 CUSTOMER Magazine Innovation Award For Setting the Standard in Customer Experience
December 27, 2022
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NICE
NICE Evidencentral Community Portal Achieves Two Major Milestones in Worldwide Digital Evidence Management
December 22, 2022
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Via
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TVD Holdings PCL Improves Sales Effectiveness and Agent Satisfaction with NICE Interaction Analytics
December 21, 2022
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Via
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NICE
NICE Actimize Cloud-Based SURVEIL-X Wins 2022 RegTech Asia Insight Awards for Best Trade Surveillance Solution
December 20, 2022
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NICE Wins 2022 Best Practices Award for Technology Innovation Leadership in Asia-Pacific Market
December 19, 2022
From
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NICE
NICE Launches ElevateAI, The Market Leading AI as a Service (AIaaS), to Make Every CX Application Smarter
December 15, 2022
From
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Via
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NICE
NICE Launches Enlighten AutoSummary, Empowering Agents To Deliver Seamless CX
December 12, 2022
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Via
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NICE Enlighten XO Receives 2022 Industry Award from Speech Technology for Boosting Contact Center Performance with AI-Based Solutions
December 08, 2022
From
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Via
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NICE Actimize Partners with The Knoble Non-Profit Network to Fight Human Trafficking, Fraud Scams and Other Financial Crimes
December 07, 2022
From
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NICE
NICE Named a Leader in Everest Group’s Robotic Process Automation PEAK Matrix 2022
December 05, 2022
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Via
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NICE Actimize Positioned as Overall Leader in the 2022 Quadrant Knowledge Trade Surveillance and Monitoring Report
December 01, 2022
From
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Via
Business Wire
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Florida State Attorney's Office for the Ninth Judicial Circuit Joins Growing Ranks of Prosecutor Offices Digitally Transforming with NICE Evidencentral
November 29, 2022
From
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Via
Business Wire
Tickers
NICE
NICE Actimize Recognized as Category Winner for Communications Monitoring Innovation in the Chartis 2023 RiskTech100® Rankings
November 17, 2022
From
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Via
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NICE
Cherokee County (GA) District Attorney, Blue Ridge Judicial Circuit, Joins Growing Number of DAs Transforming Digital Evidence Management with NICE Evidencentral
November 16, 2022
From
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Via
Business Wire
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NICE Positioned As Industry Leader Across All Three Contact Center Categories in destinationCRM’s 2022 Industry Leadership Awards
November 15, 2022
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NICE Received Highest Score for Attended Automation Use Case In 2022 Gartner® Critical Capabilities for Robotic Process Automation Report
November 14, 2022
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NICE Reports Growth of 12% in Total Revenue and 26% in Cloud Revenue for the Third Quarter of 2022
November 10, 2022
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NICE Named a Leader in 2022 SPARK MatrixTM for Voice of the Customer for 2nd Consecutive Year
November 09, 2022
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NICE Provides Dial-in Details for its Third Quarter 2022 Results Teleconference
November 03, 2022
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NICE Drives Exceptional Patient Care for One of the Largest Health Authorities in the UK
November 01, 2022
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NICE CXone Selected by Penrith City Council to Optimize its Contact Center Operations
October 31, 2022
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Business Wire
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NICE Actimize Chosen to Provide Cloud-Based AML and Anti-Fraud Financial Crime Platform for UK-Based Target Group
October 27, 2022
From
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NICE
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