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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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
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
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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NICE Ltd - American Depositary Shares each representing one Ordinary Share
(NQ:
NICE
)
93.17
-0.99 (-1.05%)
Streaming Delayed Price
Updated: 10:17 AM EDT, May 27, 2026
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All News about NICE Ltd - American Depositary Shares each representing one Ordinary Share
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NICE Actimize Recognized as Category Winner for Communications Monitoring Innovation in the Chartis 2024 RiskTech100® Rankings
November 27, 2023
From
NICE
Via
Business Wire
Oodle Selects NICE Enlighten AI to Better Identify and Serve Vulnerable Customers
November 22, 2023
From
NICE
Via
Business Wire
Cramer Says No To This EV Maker, But Recommends This Major Automaker Stock: It 'Goes Up And Up'
↗
November 21, 2023
On CNBC’s "Mad Money Lightning Round," Jim Cramer said no to Lucid Group, Inc.
Via
Benzinga
The Latest Analyst Ratings for NICE
↗
November 17, 2023
Via
Benzinga
NICE Ltd. (NASDAQ: NICE) is a Leading Gainer in 11/16 Morning Trading
November 16, 2023
Via
Investor Brand Network
Topics
Artificial Intelligence
NICE Actimize Positioned as Overall Leader in the 2023 Quadrant Knowledge Trade Surveillance and Monitoring Report
November 21, 2023
From
NICE Actimize
Via
Business Wire
Limango Selects NICE CXone to Elevate their CX Operation to the Cloud
November 20, 2023
From
NICE
Via
Business Wire
Resilient Large Cap Israeli- Domiciled U.S. Exchange-Listed Stocks Up 16.5% Last Week
↗
November 19, 2023
After an unsurprising drop at the beginning of the war, the 15 large-cap Israeli- domiciled companies listed on U.S. stock exchanges have bounced back and are now up 1.2%, on average, since Oct.7....
Via
Talk Markets
Why Software Solutions Company NICE Shares Are Rising Today
↗
November 16, 2023
NICE Ltd (NASDAQ: NICE) shares are trading higher after the company
Via
Benzinga
A Preview Of NICE's Earnings
↗
November 15, 2023
Via
Benzinga
Why Children's Place Shares Are Trading Lower By Around 25%? Here Are Other Stocks Moving In Thursday's Mid-Day Session
↗
November 16, 2023
Shares of The Children's Place, Inc. (NASDAQ: PLCE) moved lower during Thursday’s session following weak quarterly earnings.
Via
Benzinga
12 Information Technology Stocks Moving In Thursday's Intraday Session
↗
November 16, 2023
Via
Benzinga
Sonos Reports Upbeat Results, Joins Macy's, NICE And Other Big Stocks Moving Higher On Thursday
↗
November 16, 2023
U.S. stocks traded mixed, with the Dow Jones falling around 30 points on Thursday. Shares of Sonos, Inc. (NASDAQ: SONO) shares climbed during Thursday’s session following upbeat fourth-quarter...
Via
Benzinga
Topics
Stocks
12 Information Technology Stocks Moving In Thursday's Pre-Market Session
↗
November 16, 2023
Via
Benzinga
NICE Reports 22% Year-Over-Year Cloud Revenue Growth for the Third Quarter 2023
November 16, 2023
From
NICE
Via
Business Wire
Club Med Expands NICE CXone including Smart AI-Based Routing Across its Global Workforce to Improve Operational Efficiencies
November 14, 2023
From
NICE
Via
Business Wire
Earnings Scheduled For November 16, 2023
↗
November 16, 2023
Companies Reporting Before The Bell • Children's Place (NASDAQ:PLCE) is projected to report quarterly earnings at $3.56 per share on revenue of $471.82 million.
Via
Benzinga
Webb County District Attorney’s Office Innovates as First in Texas to Digitally Transform Criminal Justice with NICE Evidencentral
November 13, 2023
From
NICE
Via
Business Wire
NICE Provides Dial-in Details for its Third Quarter 2023 Results Teleconference
November 09, 2023
From
NICE
Via
Business Wire
NICE Actimize Named Overall Leader in 2023 Quadrant Knowledge Solutions Watchlist and Sanctions Monitoring Solutions Report
November 02, 2023
From
NICE Actimize
Via
Business Wire
NICE Named an Exemplary Leader in Ventana Research 2023 Buyers Guide for Contact Centers
November 01, 2023
From
NICE
Via
Business Wire
NICE Actimize X-Sight DataIQ ClarityKYC Wins Best Data Solution for Regulatory Compliance in A-Team Group’s 2023 Data Management Insight Awards
October 31, 2023
From
NICE Actimize
Via
Business Wire
NICE Actimize Named Winner for Suitability Technology Product Category by 2023 WealthBriefing European Awards
October 30, 2023
From
NICE Actimize
Via
Business Wire
NICE Positioned As Industry Leader Across All Three Contact Center Categories in destinationCRM’s 2023 Industry Leadership Awards
October 26, 2023
From
NICE
Via
Business Wire
NICE Named Exemplary Leader in Ventana Research 2023 Buyers Guide for Agent Management
October 25, 2023
From
NICE
Via
Business Wire
Hastings Direct Standardizes CX Operations on CXone and Boosts Agent Productivity and Engagement
October 24, 2023
From
NICE
Via
Business Wire
NICE Actimize Positioned As Overall Leader in the 2023 Quadrant Knowledge Solutions Enterprise Fraud Management Report
October 23, 2023
From
NICE
Via
Business Wire
Investor Exit Israel ETFs Following Attacks, But Remain Confident In Large-Caps
↗
October 19, 2023
Israel-focused ETFs have plunged since the last trading day before Hamas launched surprise attacks on Israel, while some Israeli companies listed in the U.S. have so far escaped repercussions to their...
Via
Benzinga
Topics
ETFs
NICE Named a Leader in Everest Group’s Task Mining Products PEAK Matrix
October 19, 2023
From
NICE
Via
Business Wire
Hamas-Israeli War: US Exchange Listed Israeli Stocks Hit Hard
↗
October 18, 2023
111 Israeli companies trade on U.S. stock exchanges of which only 15 have market capitalization of $2B or more.
Via
Talk Markets
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