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home
about us
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Team Biographies
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
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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
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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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Total Asset Fund (TAF)
TAF® Program
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Total Asset Market (TAM sm) Presentation
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Event Schedule
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Market Value Securities (MVS sm) Presentation
Featured Event
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Investing During Uncertain Times
Read FULL Seminar Here
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iCoreConnect Inc. - Common stock
(NQ:
ICCT
)
1.860
UNCHANGED
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Updated: 4:00 PM EDT, May 21, 2025
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Press Releases about iCoreConnect Inc. - Common stock
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Strategic Alliance Between iCoreConnect & HPA Aims to Boost Revenue & Support Independent Dentists & Physicians
May 19, 2025
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Strategic Alliance Between iCoreConnect & HPA Aims to Boost Revenue & Support Independent Dentists & Physicians
May 19, 2025
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Retirement
iCoreConnect and Florida Merchant Services Partner to Enhance Dental Practice Efficiency
April 09, 2025
OCOEE, FL - April 9, 2025 (NEWMEDIAWIRE) - iCoreConnect Inc. (NASDAQ: ICCT), a leading provider of cloud-based software and technology solutions, has announced a strategic Channel Partner agreement...
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iCoreConnect and Florida Merchant Services Partner to Enhance Dental Practice Efficiency
April 09, 2025
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Power Nickel (TSX.V: PNPN) – Undervalued Precious, Battery, Energy and Base Metals Play Amidst Gold Surge – More Stocks Inside
April 01, 2025
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Health In Tech (Nasdaq: HIT) and DialCare to Expanding Virtual Healthcare Nationwide – More Stocks Inside
March 31, 2025
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Artificial Intelligence
iCoreConnect Convertible Debt Holders Cancel 142,690 Common Stock Warrants and Convert $808,000 in Debt
March 04, 2025
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iCoreConnect Convertible Debt Holders Cancel 142,690 Common Stock Warrants and Convert $808,000 in Debt
March 04, 2025
OCOEE, FL - March 4, 2025 (NEWMEDIAWIRE) - iCoreConnect Inc. (NASDAQ: ICCT), a leading provider of cloud-based software and technology solutions, announced that certain convertible debt holders...
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iCoreConnect Files Hearing Request With NASDAQ
February 26, 2025
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iCoreConnect Files Hearing Request With NASDAQ
February 26, 2025
OCOEE, FL - February 26, 2025 (NEWMEDIAWIRE) - iCoreConnect Inc. (NASDAQ: ICCT), a leading provider of cloud-based software and technology solutions, formally filed a Hearing Request with the Nasdaq on...
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The Oregon Dental Association Expands Endorsement to Include Six iCoreConnect Cloud Software Solutions
February 18, 2025
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The Oregon Dental Association Expands Endorsement to Include Six iCoreConnect Cloud Software Solutions
February 18, 2025
OCOEE, FL - February 18, 2025 (NEWMEDIAWIRE) - iCoreConnect Inc. (NASDAQ: ICCT), a leading provider of cloud-based software and technology solutions, has announced the expansion of its endorsement with...
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Nevada Dental Association Endorses iCoreConnect's Cloud Software & Technology Solutions
February 10, 2025
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Nevada Dental Association Endorses iCoreConnect's Cloud Software & Technology Solutions
February 10, 2025
OCOEE, FL - February 10, 2025 (NEWMEDIAWIRE) - iCoreConnect Inc (NASDAQ: ICCT) (“iCore” or the “Company”), a leading provider of cloud-based software and technology solutions, is proud to announce a...
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Louisiana Dental Association Expands Endorsement With Cloud Software Leader iCoreConnect
February 03, 2025
OCOEE, FL - February 3, 2025 (NEWMEDIAWIRE) - iCoreConnect Inc. (NASDAQ: ICCT), a leading provider of cloud-based software and technology solutions, has announced an expanded endorsement from Louisiana...
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Louisiana Dental Association Expands Endorsement With Cloud Software Leader iCoreConnect
February 03, 2025
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iCoreConnect Expands Patient Education With Integration of iCoreAcademy Videos Into SOTA Cloud Dental Imaging Software
January 29, 2025
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iCoreConnect Expands Patient Education With Integration of iCoreAcademy Videos Into SOTA Cloud Dental Imaging Software
January 29, 2025
OCOEE, FL - January 29, 2025 (NEWMEDIAWIRE) - iCoreConnect Inc. (NASDAQ: ICCT), a leading provider of cloud-based software and technology solutions has announced the seamless integration of its...
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The Pennsylvania Dental Association Expands Endorsement to Include iCoreRx Cloud ePrescribing
January 09, 2025
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The Pennsylvania Dental Association Expands Endorsement to Include iCoreRx Cloud ePrescribing
January 09, 2025
OCOEE, FL - January 9, 2025 (NEWMEDIAWIRE) - iCoreConnect Inc. (NASDAQ: ICCT), a leading provider of cloud-based software and technology solutions, has announced the expansion of its endorsement...
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iCoreConnect Inc. Announces Agreement to Divest MSP Division to T20 in an Asset Sale, Expecting to Deliver Strategic and Financial Advantages for Investors
October 01, 2024
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iCoreConnect Inc. Announces Appointment of Industry Leader Yvonne Hyland to Its Board of Directors
September 11, 2024
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Mississippi Dental Association Expands Partnership With Cloud Software Leader iCoreConnect
September 09, 2024
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Alaska Dental Society Endorses Nine iCoreConnect Products and Solutions
August 28, 2024
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iCoreConnect, Inc. and DSO MarketWatch Forge Partnership to Expand Presence in the Dental Service Organization Sector
August 21, 2024
iCoreConnect, Inc. and DSO MarketWatch Forge Partnership to Expand Presence in the Dental Service Organization Sector
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iCoreConnect Inc. Reports Strong Revenue and Subscriber Growth in Q2 2024 With a 66% Revenue Increase
August 15, 2024
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mConsent to Resell iCoreRx Cloud ePrescribing Solution by iCoreConnect
August 05, 2024
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iCoreConnect, Inc. and Arthur | Marshall Partner to Deliver Comprehensive Software and Hiring Solutions to Doctors Nationwide
July 22, 2024
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iCoreConnect, Inc. and Arthur | Marshall Partner to Deliver Comprehensive Software and Hiring Solutions to Doctors Nationwide
July 22, 2024
OCOEE, FL - (NewMediaWire) - July 22, 2024 - iCoreConnect Inc. (NASDAQ: ICCT) (“iCore” or the “Company”), a cloud-based software and technology leader focused on enhancing workflow productivity and...
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iCoreConnect Inc. Expands Partnership With California Association of Orthodontists
July 17, 2024
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