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home
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
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
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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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Client Contact with Portfolio Manager(s)
Sample Portfolio
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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
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Investing During Uncertain Times
Read FULL Seminar Here
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nCino, Inc. - Common Stock
(NQ:
NCNO
)
21.35
-0.04 (-0.19%)
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 30, 2026
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AmeriCU to introduce a mobile mortgage lending experience powered by SimpleNexus
January 31, 2023
New York-based credit union to implement Nexus Engagement™, Nexus Origination™ and Nexus Closing™ to modernize the member homebuying experience and gain process efficiencies
From
nCino, Inc.
Via
GlobeNewswire
nCino Announces Chief Financial Officer Transition
January 18, 2023
Company Reaffirms Q4 and Full Fiscal Year 2023 Financial Guidance
From
nCino, Inc.
Via
GlobeNewswire
The Latest Analyst Ratings for Ncino
↗
January 09, 2023
Via
Benzinga
Ncino's Return On Capital Employed Overview
↗
December 29, 2022
Via
Benzinga
Expert Ratings for Ncino
↗
December 01, 2022
Via
Benzinga
6 Analysts Have This to Say About Ncino
↗
December 01, 2022
Via
Benzinga
nCino (NCNO) Q3 2023 Earnings Call Transcript
↗
December 01, 2022
NCNO earnings call for the period ending September 30, 2022.
Via
The Motley Fool
Earnings Preview: Ncino
↗
November 29, 2022
Via
Benzinga
A Fresh Face-Off on the Market Cap Game Show
↗
January 07, 2023
A market cap game with the "Rule Breaker Investing" podcast.
Via
The Motley Fool
"Motley Fool Money" 2023 Investing Preview
↗
January 04, 2023
Stocks to watch, stocks to avoid, CEOs on the hot seat, and a few reckless predictions.
Via
The Motley Fool
Why These 3 Fintech Stocks Could Soar in 2023
↗
December 28, 2022
These fintech stocks to buy have tremendous underlying businesses that have proven their resilience in the current environment.
Via
InvestorPlace
CrossCountry Mortgage Partners with SimpleNexus to Implement CompenSafe Incentive Automation into Its Workflow
December 14, 2022
National lender selects CompenSafe to improve incentive compensation administration and communication
From
nCino, Inc.
Via
GlobeNewswire
5 Analysts Have This to Say About Ncino
↗
October 20, 2022
Within the last quarter, Ncino (NASDAQ:NCNO) has observed the following analyst ratings:
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For December 14, 2022
↗
December 14, 2022
Via
Benzinga
Despite Industrywide Headwinds, nCino Looks Steady Heading Into 2023
↗
December 10, 2022
As financial institutions prepare for a potential recession, nCino's products and services are still clearly sought after.
Via
The Motley Fool
2 No-Brainer Fintech Stocks to Own in 2023
↗
December 09, 2022
The fintech sector has been hit hard this year. There are some good opportunities heading into 2023.
Via
The Motley Fool
Hamburg Commercial Bank Goes Live on nCino
December 01, 2022
Germany’s “Best Performing Bank” completes successful implementation of the nCino platform to drive further efficiency
From
nCino, Inc.
Via
GlobeNewswire
nCino Reports Third Quarter Fiscal Year 2023 Financial Results
November 30, 2022
From
nCino, Inc.
Via
GlobeNewswire
Bank of New Zealand Selects nCino to Transform Digital Banking Experience
November 30, 2022
New Zealand’s leading business bank selects nCino cloud-based platform to exceed customers’ growing expectations
From
nCino, Inc.
Via
GlobeNewswire
nCino Appoints New Board Member
November 29, 2022
Co-founder and former CEO of Global Data Consortium, Bill Spruill, joins nCino's Board of Directors
From
nCino, Inc.
Via
GlobeNewswire
nCino to Participate in Upcoming Investor Events
November 21, 2022
From
nCino, Inc.
Via
GlobeNewswire
Earnings Scheduled For November 30, 2022
↗
November 30, 2022
Companies Reporting Before The Bell • Seadrill (NYSE:SDRL) is expected to report earnings for its third quarter. • Build-A-Bear Workshop (NYSE:BBW) is likely to report earnings for its third quarter.
Via
Benzinga
nCino Announces Timing of its Third Quarter Fiscal Year 2023 Financial Results Conference Call
November 14, 2022
From
nCino, Inc.
Via
GlobeNewswire
Yelp, Twilio, Atlassian, And Other Big Losers From Friday
↗
November 07, 2022
U.S. stocks closed higher on Friday, with the Dow Jones surging more than 400 points. Here is the list of some big stocks recording losses in the previous session.
Via
Benzinga
Peoples Bank Chooses SimpleNexus to Enhance the Customer Homebuying Experience with Home Financing Tools on the Go
November 01, 2022
Iowa bank’s implementation of Nexus Engagement and Nexus Origination strengthens its relationships with customers and real estate agents
From
NCino OpCo, Inc.
Via
GlobeNewswire
Absa Bank Limited Selects nCino to Optimize its Relationship Banking Debt Management Business
November 01, 2022
From
NCino OpCo, Inc.
Via
GlobeNewswire
Ashman Bank partners with nCino to bolster its tech platform, after being awarded first UK banking licence of the year
October 27, 2022
Partnership will support real estate lender with fast decision making and flexible credit offerings via a cloud-based platform
From
NCino OpCo, Inc.
Via
GlobeNewswire
nCino and IBM Complete Successful Go-Live of Tokyo-based Kiraboshi Bank
October 18, 2022
Japanese bank teams up with nCino and IBM to enhance business financing
From
nCino, Inc.
Via
GlobeNewswire
Kings Mortgage Services Adds eClosing and Business Intelligence Solutions from SimpleNexus
October 13, 2022
California-based lender deepens eight-year tech partnership with SimpleNexus with implementation of Nexus Closing and Nexus Vision
From
SimpleNexus
Via
GlobeNewswire
Jim Cramer On This Industrial Stock: 'You Don't Know What's In It'
↗
October 07, 2022
On CNBC’s "Mad Money Lightning Round," Jim Cramer recommended buying Sociedad Quimica y Minera de Chile (NYSE: SQM) as "fertilizer’s in short supply and so is lithium."
Via
Benzinga
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