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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
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Automatic Data Processing
(NQ:
ADP
)
258.10
+1.09 (+0.42%)
Streaming Delayed Price
Updated: 1:00 PM EST, Dec 24, 2025
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Press Releases about Automatic Data Processing
HCM Service Providers Report Strong Financial Results for Q3 2024
November 18, 2024
Investors can learn a lot about an industry's health by looking at financial results from component companies. By reviewing the
Via
Spotlight Growth
Workday’s Next-Gen AI Integration: Perfect Time to Buy the Dip?
September 24, 2024
Workday Inc. (NASDAQ: WDAY) is a leading cloud provider of human capital management (HCM) and finance applications for enterprises.
Via
MarketBeat
Topics
Artificial Intelligence
Increasing ARR and Expanding Margins Signal Strong Core Business for Asure (NASDAQ: ASUR)
September 09, 2024
How can you tell if a company has a strong core business foundation? One method is to look at its
Via
Spotlight Growth
Earnings Growth Outlook, Potential Rate Cuts Could Finally Boost Small Cap Stocks
July 12, 2024
It has been a tough go for the small-cap-focused Russell 2000 Index (NYSE: IWM). The Index declined 3.3% during the
Via
Spotlight Growth
Topics
Artificial Intelligence
Economy
Why Paychex Stock's Dip is the Best Opportunity in Today's Cycle
June 27, 2024
Shares of Paychex are down after the company released its latest set of quarterly earnings, though the evidence stacks up to show strong fundamentals
Via
MarketBeat
Topics
Artificial Intelligence
Asure (NASDAQ: ASUR) Trading at Discount Relative to HCM Industry Peers
June 11, 2024
The global human capital management (HCM) industry is enjoying favorable economic conditions that have been beneficial across the board for
Via
Spotlight Growth
Automatic Data Processing Inc. (NASDAQ: ADP) Highlighted for Surprising Price Action
January 31, 2024
Via
Investor Brand Network
Topics
Retirement
ADP Reimagines the Human Capital Management Client Experience with Salesforce Generative AI
January 09, 2024
Via
Get News
Topics
Artificial Intelligence
ADP Reimagines the Human Capital Management Client Experience with Salesforce Generative AI
December 12, 2023
From
Salesforce
Via
Business Wire
3 payroll companies get clocked, but 1 looks cheap
November 07, 2023
Despite the strong jobs market, stocks of payroll companies are plummeting, and valuations are more attractive, but one provides more value than the others
Via
MarketBeat
Topics
Artificial Intelligence
Retirement
Understanding EBITDA and Adjusted EBITDA: A View Into Asure’s (NASDAQ: ASUR) Recent Financial Performance
September 14, 2023
Introduction to EBITDA and Adjusted EBITDA EBITDA: A Key Financial Metric EBITDA, which stands for Earnings Before Interest, Taxes, Depreciation,
Via
Spotlight Growth
AMC Stock: The Horror Film Traders Keep Showing Up For
September 12, 2023
Just as AMC’s profitability was starting to improve, the dilution train has once again derailed traders' hopes of a turnaround.
Via
MarketBeat
Nasdaq 100 Index Shake-Up Rattles High-Flying Stocks of 2023
July 12, 2023
The Nasdaq 100 index is set for a special rebalancing. Seven mega-cap stocks driving the market's gains, as well as other stocks, face weighting adjustments.
Via
MarketBeat
Ceridian Forms Constructive Base; Stock Up 13.68% In Past Month
June 14, 2023
Ceridian's expanded customer base, AI tools, and improved financial stability are attracting investors. The stock is currently forming a constructive base.
Via
MarketBeat
Topics
Artificial Intelligence
Dividend Prince Automatic Data Processing Hits Bottom
April 27, 2023
ADP had a good quarter and raised guidance but the analysts may weigh on the price action until later in the year; but capital returns on track to continue.
Via
MarketBeat
Put High-Yield Paychex, Inc. On Your Watchlist
March 31, 2023
Paychex stock yields 2.7% and comes with an expectation for a distribution increase supported by earnings growth and guidance for more.
Via
MarketBeat
Topics
Economy
These 11 stocks will be Dividend Kings in 5 years or less.
February 27, 2023
Dividend kings are a popular choice for income investors. Here are some upcoming dividend kings you can consider adding to your portfolio.
Via
MarketBeat
Automatic Data Processing Stock and ADP Dividends
November 10, 2022
Want to buy the ADP dividend and need more information? This is the right place. Automatic Data Processing is a dividend growth stock of Dividend King caliber and one that has delivered triple-digit...
Via
MarketBeat
Topics
Initial Public Offering
Let Paychex Stock Work Hard For You
September 30, 2022
Paychex is a value relative to its peers in the labor market and its dividend is more attractive making it a winner for income investors.
Via
MarketBeat
3 Payroll Software Makers Set For Growth In 2023
August 25, 2022
Payroll companies anticipate strong results in 2023. Is it time to buy, or wait for these stocks to get momentum from their current consolidations?
Via
MarketBeat
It's Official: Post-Pandemic Work Schedules Will Be Flexible
August 25, 2021
From
ADP Canada
Via
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