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about us
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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
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Own Your Practice
Letter to Clients
member log-in
contact us
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Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
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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
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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
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
Services, Fees and Compensation
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Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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Event Schedule
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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
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Amdocs Limited - Ordinary Shares
(NQ:
DOX
)
84.07
+1.40 (+1.69%)
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 8, 2026
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7 Under-the-Radar Retirement Stocks With 10% Upside Potential
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October 13, 2022
These market ideas might not get everybody’s attention but they can still deliver the goods.
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Amdocs: Q3 Earnings Insights
↗
August 03, 2022
Amdocs (NASDAQ:DOX) reported its Q3 earnings results on Wednesday, August 3, 2022 at 04:01 PM. Here's what investors need to know about the announcement. Earnings Amdocs beat estimated earnings by...
Via
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Keep Amdocs Stock On Your Watch List Ahead Of Earnings
↗
July 27, 2022
Amdocs stock is expected to report quarterly earnings on Aug. 3 and is trading about 3% shy of an 88.28 buy point.
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Investor's Business Daily
Adobe Q2 Earnings & Revenues Beat Estimates, Rise Year-Over-Year
↗
June 19, 2022
Adobe Inc. recently reported second-quarter fiscal 2022 non-GAAP earnings of $3.35 per share, beating the our estimate by 1.5%. Furthermore, the figure improved 10.6% on a year-over-year basis, but it...
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Earnings Scheduled For May 11, 2022
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May 11, 2022
Companies Reporting Before The Bell • Great Elm Capital (NASDAQ:GECC) is expected to report earnings for its first quarter.
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Benzinga
Amdocs: Q1 Earnings Insights
↗
February 01, 2022
Amdocs (NASDAQ:DOX) reported its Q1 earnings results on Tuesday, February 1, 2022 at 04:00 PM. Here's what investors need to know about the announcement.
Via
Benzinga
Earnings Outlook For Amdocs
↗
January 31, 2022
Amdocs (NASDAQ:DOX) is set to give its latest quarterly earnings report on Tuesday, 2022-02-01. Here's what investors need to know before the announcement. Analysts estimate that Amdocs will likely...
Via
Benzinga
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May 12, 2022
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Amdocs: Q2 Earnings Insights
↗
May 11, 2022
Amdocs (NASDAQ:DOX) reported its Q2 earnings results on Wednesday, May 11, 2022 at 04:00 PM. Here's what investors need to know about the announcement. Earnings Amdocs beat estimated earnings by...
Via
Benzinga
Golden Cross Appears Before Amdocs Investors
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March 07, 2022
If history is any guide, there may be good fortune ahead for shares of Amdocs (NASDAQ:DOX). A so-called "golden cross" has formed on its chart and, not surprisingly, this could...
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Benzinga's Top Ratings Upgrades, Downgrades For December 14, 2021
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Benzinga
Amdocs Limited (DOX) Q4 2021 Earnings Call Transcript
↗
November 02, 2021
DOX earnings call for the period ending September 30, 2021.
Via
The Motley Fool
Topics
Earnings
Amdocs Limited (DOX) Q2 2021 Earnings Call Transcript
↗
August 04, 2021
DOX earnings call for the period ending June 30, 2021.
Via
The Motley Fool
Topics
Earnings
Amdocs Limited (NASDAQ:DOX) Long Term Investor Alert: Investigation of Potential Wrongdoing
↗
July 14, 2021
San Diego, CA -- (SBWIRE) -- 07/14/2021 -- An investigation on behalf of current long-term investors in shares of Amdocs Limited (NASDAQ:DOX) concerning potential breaches of fiduciary duties by...
Via
SBWire
Topics
Lawsuit
DEADLINE TODAY: The Schall Law Firm Reminds Investors of a Class Action Lawsuit Against Amdocs Limited and Encourages Investors with Losses in Excess of $100,000 to Contact the Firm
June 08, 2021
Search for the latest press releases from publicly traded companies, private corporations, non-profits and other public sector organizations.
Via
NewMediaWire
Topics
Lawsuit
The Law Offices of Frank R. Cruz Reminds Investors of Looming Deadline in the Class Action Lawsuit Against Amdocs Limited (DOX)
June 07, 2021
From
The Law Offices of Frank R. Cruz
Via
Business Wire
DEADLINE TOMORROW: The Schall Law Firm Reminds Investors of a Class Action Lawsuit Against Amdocs Limited and Encourages Investors with Losses in Excess of $100,000 to Contact the Firm
June 07, 2021
Search for the latest press releases from publicly traded companies, private corporations, non-profits and other public sector organizations.
Via
NewMediaWire
Topics
Lawsuit
DEADLINE ALERT: Bragar Eagel & Squire, P.C. Announces That a Class Action Lawsuit Has Been Filed Against Amdocs Limited and Encourages Investors to Contact the Firm
June 04, 2021
From
Bragar Eagel & Squire, P.C.
Via
Business Wire
AMDOCS 96 HOUR DEADLINE ALERT: Former Louisiana Attorney General and Kahn Swick & Foti, LLC Remind Investors With Losses in Excess of $100,000 of Deadline in Class Action Lawsuits Against Amdocs Limited - DOX
June 04, 2021
From
Kahn Swick & Foti, LLC
Via
Business Wire
TUESDAY DEADLINE REMINDER: The Schall Law Firm Reminds Investors of a Class Action Lawsuit Against Amdocs Limited and Encourages Investors with Losses in Excess of $100,000 to Contact the Firm
June 04, 2021
Search for the latest press releases from publicly traded companies, private corporations, non-profits and other public sector organizations.
Via
NewMediaWire
Topics
Lawsuit
TUESDAY DEADLINE ALERT: The Schall Law Firm Reminds Investors of a Class Action Lawsuit Against Amdocs Limited and Encourages Investors with Losses in Excess of $100,000 to Contact the Firm
June 03, 2021
Search for the latest press releases from publicly traded companies, private corporations, non-profits and other public sector organizations.
Via
NewMediaWire
Topics
Lawsuit
NASDAQ: DOX Shareholder Notice: Deadline on June 8, 2021 in Lawsuit Against Amdocs Limited
↗
June 02, 2021
San Diego, CA -- (SBWIRE) -- 06/02/2021 -- A Deadline is coming up on June 8, 2021 in the lawsuit for certain investors in Amdocs Limited (NASDAQ: DOX).
Via
SBWire
Topics
Lawsuit
UPCOMING DEADLINE ALERT: The Schall Law Firm Reminds Investors of a Class Action Lawsuit Against Amdocs Limited and Encourages Investors with Losses in Excess of $100,000 to Contact the Firm
May 26, 2021
Search for the latest press releases from publicly traded companies, private corporations, non-profits and other public sector organizations.
Via
NewMediaWire
Topics
Lawsuit
7-DAY DEADLINE ALERT: The Schall Law Firm Reminds Investors of a Class Action Lawsuit Against Amdocs Limited and Encourages Investors with Losses in Excess of $100,000 to Contact the Firm
June 02, 2021
Search for the latest press releases from publicly traded companies, private corporations, non-profits and other public sector organizations.
Via
NewMediaWire
Topics
Lawsuit
Amdocs Expands Microsoft Cloud Service Provider Partnership
↗
May 24, 2021
Amdocs Ltd (NASDAQ: DOX) extended its Microsoft Corp (NASDAQ: MSFT) partnership to expand the availability of its portfolio on Microsoft Azure and the...
Via
Benzinga
Robbins Geller Rudman & Dowd LLP Announces Lead Plaintiff Deadline in the Amdocs Limited Class Action Lawsuit
May 13, 2021
From
Robbins Geller Rudman & Dowd LLP
Via
Business Wire
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