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home
about us
Investment Approach
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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
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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
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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
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Paychex
(NQ:
PAYX
)
117.03
-0.20 (-0.17%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Oct 31, 2025
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Press Releases about Paychex
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Paychex Declares Quarterly Dividend
October 09, 2025
From
Paychex, Inc.
Via
Business Wire
Minimal Shifts in U.S. Small Business Employment in September
September 30, 2025
From
Paychex, Inc.
Via
Business Wire
Paychex, Inc. Reports First Quarter Results
September 30, 2025
From
Paychex, Inc.
Via
Business Wire
Paychex, Inc. Schedules First Quarter Fiscal 2026 Earnings Conference Call for September 30, 2025
September 16, 2025
From
Paychex, Inc.
Via
Business Wire
Paychex Recognized as One of America’s Greatest Companies and Most Admired Workplaces by Newsweek
September 12, 2025
From
Paychex, Inc.
Via
Business Wire
Paychex Introduces New Financial Management Solution Powered by BILL to Simplify Payroll and Payments for SMBs
September 10, 2025
From
Paychex, Inc.
Via
Business Wire
Hourly Wage Growth Among U.S. Small Business Workers Near Five-Year Low
September 02, 2025
From
Paychex, Inc.
Via
Business Wire
U.S. Small Business Job Growth Remains Stable in July
July 29, 2025
From
Paychex, Inc.
Via
Business Wire
Paychex Again Named to Selling Power’s “60 Best Companies to Sell For” 2025 List
July 23, 2025
From
Paychex, Inc.
Via
Business Wire
Paychex and SoFi at Work Join Forces to Expand Financial Well-being Offerings
July 17, 2025
From
Paychex, Inc.
Via
Business Wire
Paychex Declares Quarterly Dividend
July 09, 2025
From
Paychex, Inc.
Via
Business Wire
U.S. Small Business Employment Holds Steady Through First Half of 2025
July 01, 2025
From
Paychex, Inc.
Via
Business Wire
Paychex, Inc. Reports Fourth Quarter and Full Year 2025 Results
June 25, 2025
From
Paychex, Inc.
Via
Business Wire
Paychex, Inc. Schedules Fourth Quarter Fiscal 2025 Earnings Conference Call for June 25, 2025
June 13, 2025
From
Paychex, Inc.
Via
Business Wire
Paychex Named to Newsweek’s America’s Greatest Workplaces 2025
June 09, 2025
From
Paychex, Inc.
Via
Business Wire
Paychex Launches New Experience for Accountants
June 04, 2025
From
Paychex, Inc.
Via
Business Wire
U.S. Small Business Job Growth Remains Largely Unchanged in May
June 03, 2025
From
Paychex, Inc.
Via
Business Wire
B. Thomas Golisano, Paychex Founder, to Step Down from Company’s Board of Directors
May 16, 2025
From
Paychex, Inc.
Via
Business Wire
Paychex Declares a 10% Increase to Quarterly Cash Dividend
May 02, 2025
From
Paychex, Inc.
Via
Business Wire
U.S. Small Business Job Growth Remains Consistent in April
April 29, 2025
From
Paychex, Inc.
Via
Business Wire
Paychex Completes Acquisition of Paycor
April 14, 2025
From
Paychex, Inc.
Via
Business Wire
Paychex, Inc. Announces Pricing of its Senior Notes
April 08, 2025
From
Paychex, Inc.
Via
Business Wire
Paychex Small Business Jobs Index Shows Little Change in March and Levels Consistent with Last Several Quarters
April 01, 2025
From
Paychex, Inc.
Via
Business Wire
Paychex Named Among Fortune’s Most Innovative Companies
March 26, 2025
From
Paychex, Inc.
Via
Business Wire
Paychex, Inc. Reports Third Quarter Results
March 26, 2025
From
Paychex, Inc.
Via
Business Wire
Paychex Survey Finds AI is Empowering Small Businesses, with 72% Feeling Positive
March 18, 2025
From
Paychex, Inc.
Via
Business Wire
Paychex, Inc. Schedules Third Quarter Fiscal 2025 Earnings Conference Call for March 26, 2025
March 12, 2025
From
Paychex, Inc.
Via
Business Wire
Ethisphere Names Paychex Among World’s Most Ethical Companies® for 17th Time
March 11, 2025
From
Paychex, Inc.
Via
Business Wire
U.S. Small Business Employment Remains Stable in February
March 04, 2025
From
Paychex, Inc.
Via
Business Wire
Paychex Announces Expiration of HSR Waiting Period for Paychex’s Acquisition of Paycor
February 27, 2025
From
Paychex, Inc.
Via
Business Wire
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