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home
about us
Investment Approach
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Market Analysis Summary
Mission Statement
Value Proposition
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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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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Model N, Inc. Common Stock
(NY:
MODN
)
30.00
UNCHANGED
Last Price
Updated: 7:00 PM EDT, Jun 26, 2024
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Model N Launches Price Management to Help High-Tech Companies Streamline Pricing
January 30, 2024
New solution accelerates business agility and profitability by automating pricing processes
From
Model N
Via
GlobeNewswire
Model N Announces Date of First Quarter Fiscal Year 2024 Financial Results
January 16, 2024
From
Model N, Inc.
Via
Business Wire
Laureate Education, RH And 2 Other Stocks Insiders Are Selling
↗
January 08, 2024
The Nasdaq 100 closed higher by over 20 points on Friday. Investors, meanwhile, focused on some notable insider trades.
Via
Benzinga
Analyst Ratings for Model N
↗
December 13, 2023
Via
Benzinga
Model N Management to Present at the Raymond James 2023 TMT and Consumer Conference
November 27, 2023
From
Model N, Inc.
Via
Business Wire
JMP Securities Maintains Outperform Rating for Model N: Here's What You Need To Know
↗
November 24, 2023
Via
Benzinga
5 Analysts Have This to Say About Model N
↗
November 13, 2023
Via
Benzinga
Model N Management to Present at the RBC Capital Markets Global Technology, Internet, Media, Telecommunications Conference
November 13, 2023
From
Model N, Inc.
Via
Business Wire
Recap: Model N Q4 Earnings
↗
November 09, 2023
Via
Benzinga
Model N Announces Fourth Quarter and Fiscal Year 2023 Financial Results
November 09, 2023
From
Model N, Inc.
Via
Business Wire
Model N Launches Channel Collaboration to Strengthen Visibility for High-Tech Manufacturers and Their Channel Partners
November 08, 2023
From
Model N
Via
Business Wire
Where Model N Stands With Analysts
↗
September 05, 2023
Via
Benzinga
9 Analysts Have This to Say About Model N
↗
August 09, 2023
Via
Benzinga
Expert Ratings for Model N
↗
July 06, 2023
Via
Benzinga
8 Analysts Have This to Say About Model N
↗
June 14, 2023
Via
Benzinga
Model N Responds to Mounting Regulatory Pharma Pressures with Innovations that Ensure Compliance and Optimize Revenue
November 07, 2023
From
Model N
Via
Business Wire
Model N Announces Date of Fourth Quarter and Fiscal Year 2023 Financial Results
October 19, 2023
From
Model N, Inc.
Via
Business Wire
12 Information Technology Stocks Moving In Friday's Pre-Market Session
↗
September 15, 2023
Via
Benzinga
Model N Management to Participate in Upcoming Investor Conferences
August 23, 2023
From
Model N, Inc.
Via
Business Wire
Model N Inc. (NYSE: MODN) Making Surprising Moves in Monday Session
June 12, 2023
Via
Investor Brand Network
Model N Announces Third Quarter Fiscal Year 2023 Financial Results
August 08, 2023
From
Model N, Inc.
Via
Business Wire
Model N Board of Directors Named a Finalist in NACD DE&I Awards
August 08, 2023
From
Model N
Via
GlobeNewswire
Model N Earns Recognition for Company Culture, Named by Fortune as a Best Place to Work for Millennial Employees
August 07, 2023
From
Model N
Via
Business Wire
Model N Announces Date of Third Quarter Fiscal Year 2023 Financial Results
July 13, 2023
From
Model N, Inc.
Via
Business Wire
Benzinga's Top Ratings Upgrades, Downgrades For July 12, 2023
↗
July 12, 2023
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For July 6, 2023
↗
July 06, 2023
Via
Benzinga
3 (More) Stocks to Buy Before They Become the Next Trillion-Dollar Companies
↗
June 29, 2023
These next trillion-dollar companies are high potential stocks that are viable long-term investing for investors.
Via
InvestorPlace
UiPath Stock Flashes Improved Technical Strength
↗
June 28, 2023
In a welcome move, computer software UiPath stock saw its Relative Strength Rating improve from 61 to 76 on Wednesday.
Via
Investor's Business Daily
Model N Named One of Fortune's 2023 Best Workplaces in the Bay Area
June 12, 2023
From
Model N, Inc.
Via
Business Wire
Model N Management to Participate in Upcoming Investor Conferences
May 25, 2023
From
Model N, Inc.
Via
Business Wire
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