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home
about us
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Firm ADV PDFs
Form CRS
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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
Total Asset Fund (TAF)
TAF sm Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
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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
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Additional Information
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Event Schedule
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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
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Amdocs Limited - Ordinary Shares
(NQ:
DOX
)
81.04
UNCHANGED
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 5, 2026
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All News about Amdocs Limited - Ordinary Shares
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3 Small-Cap Stocks We Approach with Caution
October 24, 2025
Investors looking for hidden gems should keep an eye on small-cap stocks because they’re frequently overlooked by Wall Street. Many opportunities exist in this part of the market, but it is also a...
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Amdocs Ltd (NASDAQ:DOX) Presents a Compelling Value Investment Case
↗
October 20, 2025
Amdocs (DOX) presents a strong value investment case with low P/E ratios, robust profitability, and a healthy dividend, trading below industry averages.
Via
Chartmill
Amdocs (DOX): Buy, Sell, or Hold Post Q2 Earnings?
October 16, 2025
Since April 2025, Amdocs has been in a holding pattern, posting a small loss of 1% while floating around $82.43. The stock also fell short of the S&P 500’s 26.5% gain during that period.
Via
StockStory
Topics
Stocks
Amdocs Announces First Quarter 2026 Investor Conference Schedule
October 09, 2025
Via
ACCESS Newswire
How Is The Market Feeling About Amdocs?
↗
September 03, 2025
Via
Benzinga
Earnings Scheduled For August 6, 2025
↗
August 06, 2025
Via
Benzinga
Winners And Losers Of Q2: Amdocs (NASDAQ:DOX) Vs The Rest Of The IT Services & Other Tech Stocks
September 28, 2025
As the Q2 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the it services & other tech industry, including Amdocs (NASDAQ:DOX) and its peers.
Via
StockStory
Topics
Artificial Intelligence
Economy
1 of Wall Street’s Favorite Stock to Target This Week and 2 We Avoid
September 26, 2025
Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it’s worth remembering that analysts rarely issue sell ratings,...
Via
StockStory
Topics
Supply Chain
Amdocs Ltd (NASDAQ:DOX) Emerges as a Strong Value Investment Candidate
↗
September 19, 2025
Amdocs (DOX) is a strong value investing candidate with a low P/E ratio, high profitability, solid financial health, and steady growth potential.
Via
Chartmill
Amdocs Recognized as the #1 Pacesetter in Counterpoint Research's 2025 Entitlement Server Rankings, Highlighting Leadership in eSIM
September 18, 2025
Via
ACCESS Newswire
Optimum Signs Multi-Year Agreement with Amdocs to Support Their Business Modernization
September 10, 2025
Via
ACCESS Newswire
Amdocs Research: iPhone 17 Launch Opens a Loyalty Window: 61% Ready to Upgrade, 33% Open to Switching
September 08, 2025
Via
ACCESS Newswire
Amdocs Ltd (NASDAQ:DOX) Identified as Undervalued Stock with Strong Fundamentals
↗
August 29, 2025
Amdocs (DOX) is a fundamentally strong, undervalued stock with a low P/E ratio, high profitability, solid financial health, and a reliable dividend yield.
Via
Chartmill
DOX Q2 Deep Dive: Cloud and AI Progress Amid Revenue Headwinds
August 11, 2025
Telecom software provider Amdocs (NASDAQ:DOX) reported revenue ahead of Wall Street’s expectations in Q2 CY2025, but sales fell by 8.4% year on year to $1.14 billion. The company expects next quarter’s...
Via
StockStory
Topics
Artificial Intelligence
Amdocs’s (NASDAQ:DOX) Q2 Sales Top Estimates
August 07, 2025
Telecom software provider Amdocs (NASDAQ:DOX) announced better-than-expected revenue in Q2 CY2025, but sales fell by 8.4% year on year to $1.14 billion. The company expects next quarter’s revenue to be...
Via
StockStory
Amdocs Ltd (NASDAQ:DOX): A Prime Value Pick with Strong Fundamentals and Undervalued Potential
↗
August 07, 2025
Amdocs (DOX) is a top value stock with strong fundamentals—low P/E, high profitability, and solid financial health—making it ideal for long-term investors seeking undervalued opportunities.
Via
Chartmill
Amdocs Ltd (NASDAQ:DOX) Reports Q3 Fiscal 2025 Earnings Beat Amid Muted Market Reaction
↗
August 06, 2025
Amdocs Q3 fiscal 2025 earnings slightly beat estimates with $1.144B revenue and $1.72 EPS. Shares dipped 1.8% amid cautious investor sentiment. Managed services hit a record $771M, up 4.1% YoY....
Via
Chartmill
Topics
Earnings
Telkom South Africa Successfully Modernizes its Legacy Business Support Systems with Amdocs’ Cloud-Native Customer Experience Suite
August 06, 2025
Via
ACCESS Newswire
A1 Macedonia Selects Amdocs to Modernize its Monetization Platforms
August 06, 2025
Via
ACCESS Newswire
Consumer Cellular Expands Strategic Collaboration with Amdocs to Accelerate AI-Driven MVNE Capabilities
August 06, 2025
Via
ACCESS Newswire
Amdocs Limited Reports Third Quarter Fiscal 2025 Results
August 06, 2025
Via
ACCESS Newswire
Amdocs (DOX) Reports Earnings Tomorrow: What To Expect
August 04, 2025
Telecom software provider Amdocs (NASDAQ:DOX) will be reporting earnings this Wednesday after market close. Here’s what to expect.
Via
StockStory
Topics
Artificial Intelligence
Government
World Trade
3 Overrated Stocks We Keep Off Our Radar
July 23, 2025
Each stock in this article is trading near its 52-week high. These elevated prices usually indicate some degree of investor confidence, business improvements, or favorable market conditions.
Via
StockStory
AMDOCS LTD (NASDAQ:DOX) – A Potential Undervalued Opportunity in IT Services
↗
July 14, 2025
AMDOCS LTD (DOX) is an undervalued IT services stock with strong profitability, low debt, and a reliable dividend, making it a candidate for value investors.
Via
Chartmill
Q1 Earnings Highs And Lows: Amdocs (NASDAQ:DOX) Vs The Rest Of The IT Services & Other Tech Stocks
July 13, 2025
Let’s dig into the relative performance of Amdocs (NASDAQ:DOX) and its peers as we unravel the now-completed Q1 it services & other tech earnings season.
Via
StockStory
Topics
Artificial Intelligence
Economy
Amdocs Announces Q4F25 Investor Conference Schedule
July 08, 2025
Via
ACCESS Newswire
MobiFone Launches Saymee, a Gen Z-Focused Digital Brand, with Amdocs connectX
July 01, 2025
Via
ACCESS Newswire
3 Value Stocks with Red Flags
June 19, 2025
The low valuation multiples for value stocks provide a margin of safety that growth stocks rarely offer. However, the challenge lies in determining whether these cheap assets are genuinely undervalued...
Via
StockStory
From Generic to Verticalized: Amdocs Unveils a Standard for Skilled, Trustworthy Telco-Grade AI Agents
June 16, 2025
Via
ACCESS Newswire
DTW 2025: Amdocs Unveils MVNO&GO: A SaaS Platform to Accelerate Digital Connectivity for MVNOs
June 16, 2025
Via
ACCESS Newswire
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