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home
about us
Investment Approach
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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
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Back Dated Performance Reports
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TAV Program
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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
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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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Vertex, Inc. - Class A Common Stock
(NQ:
VERX
)
23.89
-1.22 (-4.86%)
Streaming Delayed Price
Updated: 1:18 PM EDT, Oct 29, 2025
Add to My Watchlist
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Press Releases about Vertex, Inc. - Class A Common Stock
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Vertex Announces CEO Retirement and Succession Plan
October 21, 2025
From
Vertex Inc.
Via
GlobeNewswire
Vertex Achieves Oracle Validated Integration for Delivering a Proven, Repeatable Integration for Oracle’s ERP Solution
October 14, 2025
Vertex Accelerator for Oracle’s ERP offering gives customers an embedded, push-button integration with a powerful user interface, flexible mapping and accurate tax calculation to accelerate time to...
From
Vertex Inc.
Via
GlobeNewswire
Vertex and Kintsugi Launch AI-Powered Tax Automation Solution: Kintsugi powered by Vertex
October 08, 2025
From
Vertex Inc.
Via
GlobeNewswire
Vertex to Announce Third Quarter 2025 Financial Results on Monday, November 3, 2025
October 06, 2025
From
Vertex Inc.
Via
GlobeNewswire
Vertex to Present at Goldman Sachs Communacopia + Technology Conference
September 08, 2025
From
Vertex Inc.
Via
GlobeNewswire
Vertex Commerce Study: Off-Peak Shopping Trends Demand Smarter Tax Tech for Retailers
August 26, 2025
As 85% of consumers begin summer shopping in late winter, businesses face a new peak season – and a growing need for automated tax technology to manage product complexity and compliance
From
Vertex Inc.
Via
GlobeNewswire
Vertex Announces Second Quarter 2025 Financial Results
August 06, 2025
From
Vertex Inc.
Via
GlobeNewswire
Vertex Report: U.S. Sees Continued Acceleration in Sales Tax Rates and Rules Changes
July 28, 2025
Vertex's 2025 Mid-Year Report reveals more than 400 implemented changes to U.S. sales tax rates and rules nationwide, highlighting growing compliance complexity for businesses
From
Vertex Inc.
Via
GlobeNewswire
Vertex to Announce Second Quarter 2025 Financial Results on Wednesday, August 6, 2025
July 08, 2025
From
Vertex Inc.
Via
GlobeNewswire
Vertex Expands Global Tax Integration Ecosystem with 65 New Enhancements
June 26, 2025
Extensive enhancements to tax technology portfolio empowers businesses with greater agility and accuracy
From
Vertex Inc.
Via
GlobeNewswire
Vertex Joins Oracle’s Enhanced PartnerNetwork Program
June 10, 2025
As a long-time Oracle partner, Vertex will continue to leverage Oracle technologies to drive customer success globally
From
Vertex Inc.
Via
GlobeNewswire
Vertex Named a Finalist for 2025 SAP® Pinnacle Award in the SAP Store Category
May 19, 2025
From
Vertex Inc.
Via
GlobeNewswire
Vertex to Present at 20th Annual Needham Technology, Media, & Consumer Conference
May 08, 2025
From
Vertex Inc.
Via
GlobeNewswire
Vertex Announces First Quarter 2025 Financial Results
May 07, 2025
From
Vertex Inc.
Via
GlobeNewswire
Vertex Study: Global Tax and Finance Leaders Significantly Shift in Support of e-Invoicing
May 06, 2025
Tax technology leader unveils new research showing overwhelming support of global mandates and the benefits of e-invoicing for financial health
From
Vertex Inc.
Via
GlobeNewswire
Vertex Announces Strategic Investment in AI Tax Compliance Startup Kintsugi
April 30, 2025
From
Vertex Inc.
Via
GlobeNewswire
Vertex to Announce First Quarter 2025 Financial Results on Wednesday, May 7, 2025
April 14, 2025
From
Vertex Inc.
Via
GlobeNewswire
Vertex Expands Chief Strategy Office to Advance E-Invoicing and Global Compliance Initiatives
April 10, 2025
Leading industry experts join the Vertex Chief Strategy Office to shape product innovation and strengthen global compliance strategies for customers
From
Vertex Inc.
Via
GlobeNewswire
Vertex Commerce Study: Returnuary’s Growing Complexity Forces Retailers to Keep Pace
March 26, 2025
Global tax technology provider finds retail consumers want free, easy product returns -- or they’ll shop elsewhere to find them
From
Vertex Inc.
Via
GlobeNewswire
Vertex, Inc. to Host 2025 Investor Day
March 11, 2025
From
Vertex Inc.
Via
GlobeNewswire
Vertex Announces Fourth Quarter and Full Year 2024 Financial Results
February 27, 2025
From
Vertex Inc.
Via
GlobeNewswire
Vertex Expands e-Invoicing Capabilities to Streamline Compliance & Reporting
February 26, 2025
From
Vertex Inc.
Via
GlobeNewswire
Vertex’s Latest Tax Rates and Rules Report Highlights a Surge in District Taxes
January 29, 2025
The 2024 End-of-Year Report showcases significant changes in the tax landscape, indicating additional complexity in 2025
From
Vertex Inc.
Via
GlobeNewswire
Vertex to Announce Fourth Quarter 2024 Financial Results on Thursday, February 27, 2025
January 22, 2025
From
Vertex Inc.
Via
GlobeNewswire
Vertex Recognized in Built In’s Esteemed 2025 Best Places to Work Awards
January 09, 2025
From
Vertex Inc.
Via
GlobeNewswire
Vertex Named a Leader in the 2024 IDC MarketScape for Worldwide SaaS and Cloud-Enabled Tax Automation Software for Enterprise, SMB and VAT
December 16, 2024
From
Vertex Inc.
Via
GlobeNewswire
Vertex to Present at Wells Fargo 8th Annual TMT Conference
December 02, 2024
From
Vertex Inc.
Via
GlobeNewswire
Vertex Holiday Shopping Survey Emphasizes the Crucial Role of Tax Automation
November 26, 2024
Tax technology helps retailers reduce complexities to remain competitive as consumers strive for seamless shopping experiences
From
Vertex Inc.
Via
GlobeNewswire
Vertex Global Survey Finds Half of Organizations Lagging in Tax and Finance Automation
November 13, 2024
Research reveals gaps and challenges to optimize tax and finance for business growth
From
Vertex Inc.
Via
GlobeNewswire
Vertex Announces Third Quarter 2024 Financial Results
November 06, 2024
From
Vertex Inc.
Via
GlobeNewswire
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