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
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries
Articles published by Verint
< Previous
1
2
3
4
5
6
Next >
Verint Customer Stanley Black and Decker Outdoor Wins Contact Center Excellence Award
July 11, 2023
From
Verint
Via
Business Wire
Tickers
VRNT
Verint Partners Recognized for Excellence at 2023 Engage Global Customer Conference
June 15, 2023
From
Verint
Via
Business Wire
Tickers
VRNT
Verint Honors 2023 Engage Global Customer Award Winners
June 14, 2023
From
Verint
Via
Business Wire
Tickers
VRNT
Verint Empowers Contact Center Users with Engagement Data Insights
June 13, 2023
From
Verint
Via
Business Wire
Tickers
VRNT
Verint Enterprise Experience Management Consolidates Customer Listening Posts and Unifies Unstructured Data Across the Enterprise
June 13, 2023
From
Verint
Via
Business Wire
Tickers
VRNT
Verint Da Vinci AI Leverages the Latest Artificial Intelligence Innovations
June 13, 2023
From
Verint
Via
Business Wire
Tickers
VRNT
Verint Launches Open CCaaS Platform Offering Freedom and Flexibility to Future Proof the Contact Center
June 13, 2023
From
Verint
Via
Business Wire
Tickers
VRNT
Verint and Stanley Black & Decker Outdoor Acknowledged as CCW Finalists
June 01, 2023
From
Verint
Via
Business Wire
Tickers
VRNT
Customers Give Verint Top Scores in Multiple Categories for Workforce Management
May 31, 2023
From
Verint
Via
Business Wire
Tickers
VRNT
Verint Partners Recognised for Excellence at the 2023 EMEA Partners Summit
May 15, 2023
From
Verint
Via
Business Wire
Tickers
VRNT
Verint Partner Executives Recognized on CRN’s 2023 Women of the Channel List
May 11, 2023
From
Verint
Via
Business Wire
Tickers
VRNT
Verint Announces Newly Elected Board Member
May 02, 2023
From
Verint
Via
Business Wire
Tickers
VRNT
Verint Announces Engage 2023 Customer Engagement Conference Speaker Lineup Featuring Trailblazer Sandra Douglass Morgan of the Las Vegas Raiders
April 25, 2023
From
Verint
Via
Business Wire
Tickers
VRNT
Verint Named a Leader in Opus Research Conversational Intelligence Report
April 18, 2023
From
Verint
Via
Business Wire
Tickers
VRNT
Enhanced Capabilities with Verint Intelligent Virtual Assistant Enable Easy Design and Deployment, Accelerate Time to Value, and Increase ROI
April 11, 2023
From
Verint
Via
Business Wire
Tickers
VRNT
Verint Customer Engagement Platform Named Leader in Inaugural Opus Conversational Cloud Intelliview Report
April 04, 2023
From
Verint
Via
Business Wire
Tickers
VRNT
Verint Expands Partnership with Google Cloud
March 29, 2023
From
Verint
Via
Business Wire
Tickers
VRNT
Verint Platform Extension Program Achieves Impressive Growth, Spotlights Innovation
March 27, 2023
From
Verint
Via
Business Wire
Tickers
VRNT
Verint and Eventus Solutions Group Partner to Deliver Digital-First Engagement Solutions Worldwide
March 22, 2023
From
Verint
Via
Business Wire
Tickers
VRNT
Verint and Carahsoft Partner to Deliver Digital-First Citizen Engagement Solutions to Federal, State and Local Governments across the U.S.
March 16, 2023
From
Verint
Via
Business Wire
Tickers
VRNT
New Global Research from Verint Shows Brands Leaning into Technology to Deliver Exceptional Customer Experiences While Lowering the Cost to Serve
March 01, 2023
From
Verint
Via
Business Wire
Tickers
VRNT
Customers Give Verint a Perfect Score for Overall Vendor Satisfaction in New Workforce Optimization Market Report
February 28, 2023
From
Verint
Via
Business Wire
Tickers
VRNT
Verint’s John Bourne Honored as a 2023 CRN Channel Chief
February 07, 2023
From
Verint
Via
Business Wire
Tickers
VRNT
Verint Workforce Management Wins TrustRadius 2023 Best Software Ratings in Multiple Categories
February 01, 2023
From
Verint
Via
Business Wire
Tickers
VRNT
Ventana Research Ranks Verint as an Overall Leader in Customer Experience Management Value Index
January 26, 2023
From
Verint
Via
Business Wire
Tickers
VRNT
Verint Expands Customer Engagement Platform with Appointment Scheduling Capabilities from Qudini
January 13, 2023
From
Verint
Via
Business Wire
Tickers
VRNT
Verint Announces Engage 2023 Keynote Featuring Sandra Douglass Morgan, President of the Las Vegas Raiders
January 10, 2023
From
Verint
Via
Business Wire
Tickers
VRNT
Verint Recognized as Innovation Leader by Frost & Sullivan
December 06, 2022
From
Verint
Via
Business Wire
Tickers
VRNT
Verint Intelligent Interviewing Recognized for Leadership in Contact Center Employee Engagement
December 01, 2022
From
Verint
Via
Business Wire
Tickers
VRNT
Global CX Solutions Provider Startek Deploys Verint Speech Analytics to Enable World-Class Experiences for Customers
November 29, 2022
From
Verint
Via
Business Wire
Tickers
VRNT
< Previous
1
2
3
4
5
6
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.