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home
about us
Investment Approach
Client Service Approach
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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Client Contact with Portfolio Manager(s)
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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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FIP
Event Schedule
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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
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Verint Systems Inc. - Common Stock
(NQ:
VRNT
)
20.51
UNCHANGED
Last Price
Updated: 4:00 PM EST, Nov 25, 2025
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All News about Verint Systems Inc. - Common Stock
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Security and Fraud Protection Top List of Priorities for Banking Consumers in 2022
August 17, 2022
From
Verint
Via
Business Wire
Verint Intelligent Virtual Assistant Named a Leader in Opus Research Report
August 11, 2022
From
Verint
Via
Business Wire
Verint Cloud Platform Powers Compliance Recording and Engagement Data Analysis for Zoom Users
August 09, 2022
From
Verint
Via
Business Wire
Verint Intelligent Virtual Assistant Wins Artificial Intelligence Breakthrough Award for “Best Chatbot Solution”
July 20, 2022
From
Verint
Via
Business Wire
Verint Systems Stock is a Customer Engagement Play
July 15, 2022
Customer engagement software provider Verint Systems (NASDAQ: VRNT) stock has been resilient trading down (-17%) on the year compared to (-26%) for the Nasdaq 100 index.
Via
MarketBeat
Verint Survey Shows Gen Z’s Growing Preference for Digital-First Shopping and the Vital Importance of Digital Experience
July 12, 2022
From
Verint
Via
Business Wire
Verint Launches Innovative Next-Generation Partner Program
July 12, 2022
From
Verint
Via
Business Wire
Verizon And 2 Other Stocks Insiders Are Selling
↗
July 08, 2022
US jobs report for June is scheduled for release at 8:30 a.m. ET. Analysts expect a 270,000 rise for nonfarm payrolls in June, compared with a better-than-expected 390,000 growth in May. Investors,...
Via
Benzinga
Ventana Research Names Verint Workforce Engagement a Leader in Agent Management Report
July 07, 2022
From
Verint
Via
Business Wire
Looking Into Verint Systems's Return On Invested Capital
↗
June 27, 2022
Pulled from Benzinga Pro data, Verint Systems (NASDAQ:VRNT) posted Q1 earnings of $574.00 thousand, an increase from Q4 of 113.47%. Sales dropped to $219.25 million, a 7.17% decrease between quarters.
Via
Benzinga
Verint Names 2022 Engage Global Customer Award Winners
June 15, 2022
From
Verint
Via
Business Wire
New Survey Reveals 64 Percent of Consumers Have Jumped to a Competitor Following a Poor Customer Experience
June 15, 2022
From
Verint
Via
Business Wire
Verint Partners Recognized for Excellence at 2022 Engage Global Customer Conference
June 14, 2022
From
Verint
Via
Business Wire
Verint Introduces ‘One Workforce’, An Innovative Approach to Eliminate Silos and Unify and Empower Both Humans and Bots
June 14, 2022
From
Verint
Via
Business Wire
Verint Introduces Total Quality, New Quality Management Capabilities to Help Brands Close the Engagement Capacity Gap
June 14, 2022
From
Verint
Via
Business Wire
A Peek Into The Markets: US Stock Futures Down Ahead Of Wholesale Inventories Data
↗
June 08, 2022
Pre-open movers
Via
Benzinga
5 Stocks To Watch For June 8, 2022
↗
June 08, 2022
Some of the stocks that may grab investor focus today are:
Via
Benzinga
Verint Announces Strong First Quarter Results and Raises Cloud Revenue Guidance
June 07, 2022
From
Verint Systems Inc.
Via
Business Wire
Verint Systems's Earnings: A Preview
↗
June 06, 2022
Verint Systems (NASDAQ:VRNT) is set to give its latest quarterly earnings report on Tuesday, 2022-06-07. Here's what investors need to know before the announcement. Analysts estimate that Verint...
Via
Benzinga
Can Tech Help Build A Market Bottom?
↗
June 06, 2022
Image sourced from Unsplash This post contains sponsored advertising content. This content is for informational purposes only and not intended to be investing advice.
Via
Benzinga
High-Yield Credit Spreads Suggest That Investors Remain In 'Risk Off' Mode
↗
June 02, 2022
Image sourced from Pixabay This post contains sponsored advertising content. This content is for informational purposes only and not intended to be investing advice.
Via
Benzinga
Oil Prices Have Inched Above March And May Highs As OPEC+ Weighs The Russia Problem
↗
June 01, 2022
Image sourced from Pixabay
Via
Benzinga
Key Indexes Fall In Premarket Action
↗
May 31, 2022
Image sourced from Unsplash This post contains sponsored advertising content. This content is for informational purposes only and not intended to be investing advice.
Via
Benzinga
Verint and Intelligent Voice Integration Empowers Improved Financial Compliance Oversight
May 25, 2022
From
Verint
Via
Business Wire
New Research Underscores Need for Digital-First Engagement as Airline Passengers Navigate More Complex Customer Journeys
May 18, 2022
From
Verint
Via
Business Wire
Verint Partners Recognised for Excellence at EMEA Summit
May 16, 2022
From
Verint
Via
Business Wire
Verint Announces Dates for Upcoming Investor Events
May 12, 2022
From
Verint Systems Inc.
Via
Business Wire
Customers Give Verint a Top Score in Overall Vendor Satisfaction for Workforce Management for Fourth Consecutive Year
April 26, 2022
From
Verint
Via
Business Wire
Verint Systems Stock Shows Rising Relative Strength
↗
April 25, 2022
Verint Systems stock reached a key technical benchmark, with its Relative Strength (RS) Rating, rising to 91 on Monday, from 88 a day ago.
Via
Investor's Business Daily
Verint Announces Engage Customer Engagement Conference Lineup for 2022 Featuring Culinary Innovator José Andrés as Keynote Speaker
April 14, 2022
From
Verint
Via
Business Wire
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