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home
about us
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Firm ADV PDFs
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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)
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
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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
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Paychex
(NQ:
PAYX
)
111.63
+0.41 (+0.37%)
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 7, 2026
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Apple Defends Its $19B Google Search Deal, Hollywood's Writers Secure Credit For AI Training, China's Ambitious Chip Fund Faces Headwinds: Today's Top Stories
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September 27, 2023
Benzinga Alibaba's Logistics Arm Cainiao Files For Hong Kong IPO
Via
Benzinga
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Artificial Intelligence
Payroll Services Company Paychex' Q1: 7% Topline Growth, EPS Beat & More
↗
September 27, 2023
Payroll services company Paychex Inc (NASDAQ: PAYX) reported
Via
Benzinga
Paychex, Inc. Reports First Quarter Fiscal 2024 Results:
September 27, 2023
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The Latest Analyst Ratings for Paychex
↗
September 26, 2023
Via
Benzinga
Preview: Paychex's Earnings
↗
September 26, 2023
Via
Benzinga
Looking Into Paychex's Recent Short Interest
↗
September 21, 2023
Via
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Here's How Much You Would Have Made Owning Paychex Stock In The Last 10 Years
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September 20, 2023
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Benzinga
S&P 500, Nasdaq Set To Rebound Despite Soaring Bond Yields: Analyst Warns Of Volatility Persisting Through Year-End
↗
September 27, 2023
With interest rate worries preoccupying minds of traders, sentiment remains guarded ahead of Wednesday's session.
Via
Benzinga
Topics
Stocks
Earnings Scheduled For September 27, 2023
↗
September 27, 2023
Companies Reporting Before The Bell • Paychex (NASDAQ:PAYX) is projected to report quarterly earnings at $1.12 per share on revenue of $1.29 billion.
Via
Benzinga
Costco Wholesale, Paychex And 3 Stocks To Watch Heading Into Wednesday
↗
September 27, 2023
With U.S. stock futures trading higher this morning on Wednesday, some of the stocks that may grab investor focus today are as follows:
Via
Benzinga
Fear Among US Investors Is Increasing, Here's Why
↗
September 27, 2023
The CNN Money Fear and Greed index remained in the "Fear" zone on Tuesday. U.S. stocks closed lower, with the Dow Jones Industrial Average recording its worst session since March.
Via
Benzinga
Topics
Stocks
A Look Into Paychex Inc's Price Over Earnings
↗
September 15, 2023
Via
Benzinga
$100 Invested In This Stock 10 Years Ago Would Be Worth $300 Today
↗
September 06, 2023
Via
Benzinga
9 Analysts Have This to Say About Paychex
↗
September 05, 2023
Via
Benzinga
Paychex Likely To Report Higher Q1 Earnings; Here's A Look At Recent Price Target Changes By The Most Accurate Analysts
↗
September 27, 2023
Paychex, Inc. (NASDAQ: PAYX) is expected to report financial results for its fiscal 2024 first quarter ended Aug. 31, 2023, before the opening bell on Sept. 27, 2023.
Via
Benzinga
Fed Holds But Signals Hawkish Path Ahead, Treasury Yields Rise: The Week In The Markets
↗
September 22, 2023
Via
Benzinga
Topics
Economy
Paychex Releases 2023 Environmental, Social, and Governance (ESG) Report
September 14, 2023
From
Paychex, Inc.
Via
Business Wire
(PAYX) - Analyzing Paychex's Short Interest
↗
September 05, 2023
Via
Benzinga
Expert Ratings for Paychex
↗
August 17, 2023
Via
Benzinga
Here's How Much $100 Invested In Paychex 10 Years Ago Would Be Worth Today
↗
August 11, 2023
Via
Benzinga
Understanding EBITDA and Adjusted EBITDA: A View Into Asure’s (NASDAQ: ASUR) Recent Financial Performance
September 14, 2023
Introduction to EBITDA and Adjusted EBITDA EBITDA: A Key Financial Metric EBITDA, which stands for Earnings Before Interest, Taxes, Depreciation,
Via
Spotlight Growth
Paychex, Inc. Schedules First Quarter Fiscal 2024 Earnings Conference Call for September 27, 2023
September 13, 2023
From
Paychex, Inc.
Via
Business Wire
Paychex Announces Efrain Rivera Plans to Retire as CFO
September 05, 2023
From
Paychex, Inc.
Via
Business Wire
Paychex's Strong Fundamentals Vs. Market Headwinds: Analyst Initiates With Sector Perform Rating
↗
September 05, 2023
RBC Capital Markets analyst Ashish Sabadra initiated coverage on Paychex Inc (NASDAQ: PAYX) at a Sector Perform rating
Via
Benzinga
Why NASDAQ:PAYX qualifies as a quality stock.
↗
August 11, 2023
PAYCHEX INC (NASDAQ:PAYX) may be suited for quality investing, we'll explore why in this article.
Via
Chartmill
Benzinga's Top Ratings Upgrades, Downgrades For September 5, 2023
↗
September 05, 2023
Via
Benzinga
August Job Growth Among Small Businesses Unchanged from July
August 29, 2023
From
Paychex
Via
Business Wire
Paychex Named Largest 401(k) Recordkeeper in the U.S. for 13th Consecutive Year
August 15, 2023
From
Paychex, Inc.
Via
Business Wire
Paychex Stock Shows Rising Strength, Gets Rating Upgrade
↗
August 14, 2023
Paychex stock has a B Accumulation/Distribution Rating, showing that funds are fairly aggressively buying its stock.
Via
Investor's Business Daily
Aramark Stock Sees Relative Strength Rating Climb To 75
↗
August 09, 2023
Aramark shows improving price performance, earning an upgrade to its IBD Relative Strength Rating
Via
Investor's Business Daily
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