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home
about us
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Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
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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
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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
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Back Dated Performance Reports
Quarterly Performance Reports
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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
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Investing During Uncertain Times
Read FULL Seminar Here
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Duck Creek Technologies, Inc. - Common Stock
(NQ:
DCT
)
N/A
UNCHANGED
Last Price
Updated: 4:00 PM EDT, Mar 29, 2023
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Press Releases about Duck Creek Technologies, Inc. - Common Stock
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Duck Creek Technologies Values Tech Ecosystem Connections, Extends Partnership with Hyland as Sponsor for CommunityLIVE User Conference
October 02, 2023
From
Duck Creek Technologies
Via
GlobeNewswire
Duck Creek Technologies Announces Winners of Its Inaugural 2023 Duck Creek Technologies Partner of the Year Awards
September 21, 2023
Systems Integrator Partners Accenture, Aggne and Coforge; Solution Partners Copart, LexisNexis Risk Solutions, Quadient, and Smart Communications and Consulting Partner Penguin Tech are each recognized...
From
Duck Creek Technologies
Via
GlobeNewswire
Duck Creek Technologies Announces New Chief Financial Officer
September 11, 2023
Company appoints Teresa M. Kim, experienced technology finance executive, to oversee finance and accounting functions
From
Duck Creek Technologies
Via
GlobeNewswire
Southern Trust Insurance Chooses Duck Creek OnDemand for its Cohesive and Comprehensive Full-Suite Capabilities
August 31, 2023
Cloud-based SaaS implementation will modernize the insurer’s operations and bring greater ease and efficiency to policyholder support
From
Duck Creek Technologies
Via
GlobeNewswire
Duck Creek Ranked as a Luminary in Celent’s 2023 2023 Property Casualty Billing Systems North America, EMEA and APAC Reports
August 28, 2023
From
Duck Creek Technologies
Via
GlobeNewswire
Country-Wide Insurance Company Migrates Its Full-Suite Systems Into the Cloud with Duck Creek Technologies
August 23, 2023
The niche auto insurer selects Duck Creek OnDemand to quickly grow and deliver modern insurance coverage for New Yorkers
From
Duck Creek Technologies
Via
GlobeNewswire
Duck Creek Technologies Partners with Risk Control Technologies, an Industry-Leading Risk Management and Loss Control Solutions Provider
August 21, 2023
Risk Control Technologies' customers are invited to learn more about the partnership with Duck Creek at the upcoming Loss Control Summit in Toronto
From
Duck Creek Technologies
Via
GlobeNewswire
Duck Creek and Artigem join forces to provide real-time, accurate jewelry valuation for customers
August 14, 2023
From
Duck Creek Technologies
Via
GlobeNewswire
Duck Creek Technologies Expands to the Indian Market, Offering Its Global Core Technology Platform to India-Based Insurance Carriers
August 09, 2023
The company’s Indian subsidiary signs its first full-suite customer partnership in the region with HDFC ERGO
From
Duck Creek Technologies
Via
GlobeNewswire
Duck Creek Technologies Deploys Future-Focused SaaS Technology to Enhance the Collector Car-Loving Customer Experiences for Hagerty
August 03, 2023
In a niche insurance market, Duck Creek helps Hagerty stand out as an innovator in delivering unique products and capabilities
From
Duck Creek Technologies
Via
GlobeNewswire
Duck Creek Technologies Rated a Luminary in Celent’s 2023 Insurer Stand-Alone Rating Engines North America and Global Reports
June 08, 2023
From
Duck Creek Technologies
Via
GlobeNewswire
Chris McCloskey Joins Duck Creek as Chief Operating Officer
May 30, 2023
From
Duck Creek Technologies
Via
GlobeNewswire
Duck Creek Technologies Recognizes Argyle Insurance and Coforge with its Standard of Excellence Award
May 15, 2023
The delivery of a record-breaking, full end-to-end small and medium-sized enterprises commercial line in under 60 days for Argyle Insurance was enabled by remarkable teamwork and technology
From
Duck Creek Technologies
Via
GlobeNewswire
Duck Creek Technologies Recognizes Coforge as Formation ’23 Innovation Anywhere Hatch-a-Thon Champion
May 11, 2023
From 35 entrants, finalists Coforge, Value Momentum, and Xceedance engaged in a “battle of the bots” to demonstrate their innovation potential to the insurance industry
From
Duck Creek Technologies
Via
GlobeNewswire
Consumers across the globe desire humanized experiences when navigating the insurance industry
May 09, 2023
Duck Creek Technologies launches the second edition of the Global Consumer Insurance Insights survey of over 2,000 global consumers, aimed at refining the strategies that bring insurers closer to...
From
Duck Creek Technologies
Via
GlobeNewswire
Duck Creek Technologies Enables Novo Insurance, a Silicon Valley Telematics Startup, to Scale with Speed
April 26, 2023
From
Duck Creek Technologies
Via
GlobeNewswire
Duck Creek Technologies Unveils a “Who’s Who” Participating in the Insurance Industry’s Leading Conference for Tech Decision Makers, Formation ’23
April 24, 2023
The world’s leading insurance industry and technology minds gather in Orlando, FL, May 8-10, 2023
From
Duck Creek Technologies
Via
GlobeNewswire
Duck Creek Technologies achieves Dominant Provider status for its policy administration solution by Aite-Novarica
April 10, 2023
From
Duck Creek Technologies
Via
GlobeNewswire
Duck Creek Technologies VP of Product Strategy and Co-Founder, Andy Yohn, to Present at the 2023 Verisk Insurance Conference
April 05, 2023
From
Duck Creek Technologies
Via
GlobeNewswire
One Duck Creek Summit to celebrate its efforts across connection, culture and community
April 03, 2023
From
Duck Creek Technologies
Via
GlobeNewswire
Vista Equity Partners Completes Acquisition of Duck Creek Technologies
March 30, 2023
From
Duck Creek Technologies
Via
GlobeNewswire
Innovative Producer, Filmmaker and Author Mick Ebeling to Join Duck Creek’s Formation ’23 as Keynote Speaker
March 27, 2023
Ebeling will discuss pushing the bar and making the inconceivable, the unbelievable and the impossible, not impossible
From
Duck Creek Technologies
Via
GlobeNewswire
Duck Creek Earns Three XCelent Awards from Celent
March 22, 2023
In its highest-ranking category, Celent names Duck Creek Policy a Luminary in the analyst firm’s most recent Technical Capabilities Matrix
From
Duck Creek Technologies
Via
GlobeNewswire
DUCK CREEK TECHNOLOGIES INVESTOR ALERT by the Former Attorney General of Louisiana: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Duck Creek Technologies, Inc. - DCT
March 03, 2023
From
Kahn Swick & Foti, LLC
Via
Business Wire
DCT Stock Alert: Halper Sadeh LLC Is Investigating Whether the Sale of Duck Creek Technologies, Inc. Is Fair to Shareholders
February 27, 2023
From
Halper Sadeh LLC
Via
Business Wire
Duck Creek’s Technologies is named Quadient’s 2022 Americas Partner of the Year
February 27, 2023
Duck Creek and Quadient are committed to cultivating a partner ecosystem that provides insurance carriers with the best-in-class technology
From
Duck Creek Technologies
Via
GlobeNewswire
Duck Creek’s Cloud-Based Software Enables GAINSCO Auto Insurance® to Scale in its Journey Towards Expansion
February 20, 2023
The Non-standard Auto Insurer will utilize Duck Creek’s technology across all of its states
From
Duck Creek Technologies
Via
GlobeNewswire
Duck Creek to sponsor Quadient Inspire Days in Orlando, FL from February 22-24, 2023
February 16, 2023
From
Duck Creek Technologies
Via
GlobeNewswire
Duck Creek Announces Expiration of “Go-Shop” Period
February 08, 2023
Transaction Is Expected to Close in First Half of 2023
From
Duck Creek Technologies
Via
GlobeNewswire
Duck Creek is Proud to be a Platinum Sponsor of Verisk ELEVATE 2023
February 06, 2023
From
Duck Creek Technologies
Via
GlobeNewswire
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