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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
)
94.16
UNCHANGED
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Updated: 4:00 PM EDT, May 26, 2026
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All News about NICE Ltd - American Depositary Shares each representing one Ordinary Share
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3 Cybersecurity Stocks With Big Growth Potential
↗
April 20, 2023
These three cybersecurity stocks to buy are moving the needle for the rapidly-growing cybersecurity market.
Via
InvestorPlace
NICE Recognized as Best Digital Transformation Partner Company by 2023 Global Banking and Finance Awards
April 20, 2023
From
NICE
Via
Business Wire
NICE Named a Leader in the 2023 Aragon Research Globe™ for Conversational AI in the Intelligent Contact Center
April 19, 2023
From
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Via
Business Wire
Earnings Preview For NICE
↗
February 22, 2023
Via
Benzinga
NICE Actimize Launches New AI-Based AML Transaction Monitoring Innovation With Multilayered Analytics to Better Detect Suspicious Activity
April 19, 2023
From
NICE Actimize
Via
Business Wire
ScS Group Plc Achieves 10% Improvement in Advisor Productivity in First Four Months with NICE CXone
April 18, 2023
From
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Via
Business Wire
NICE Named a 2023 Gartner Peer InsightsTM Customers’ Choice for CCaaS
April 17, 2023
From
NICE
Via
Business Wire
NICE Actimize Uncovers Complex Financial Crime with Advanced Analytics in New AI-Powered ActOne Case Management
April 13, 2023
From
NICE Actimize
Via
Business Wire
NICE Delivers AI-Powered CX to Accelerate Smart Self-Service Adoption While Improving Employee Engagement and Efficiency with Launch of CXone Spring 2023 Release
April 03, 2023
From
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Via
Business Wire
3 Cybersecurity Stocks to Buy for the Digital Age
↗
March 27, 2023
Looking to invest in the rapidly growing field of cybersecurity? These top cybersecurity stocks to buy have got you covered.
Via
InvestorPlace
NICE Announces Enlighten Actions, Creating Humanized AI-driven CX Powered by Generative AI
March 27, 2023
From
NICE
Via
Business Wire
Independent Research Firm Names NICE a Leader in Contact Center as a Service
March 27, 2023
From
NICE
Via
Business Wire
CyberArk Software Stock Flashes Improved Relative Price Strength
↗
March 24, 2023
CyberArk Software stock saw a positive improvement to its Relative Strength (RS) Rating on Friday, rising from 66 to 79.
Via
Investor's Business Daily
NICE Actimize Honored for Best Anti-Money Laundering Solution by Regulation Asia’s Excellence Awards for Second Consecutive Year
March 20, 2023
From
NICE
Via
Business Wire
NICE Surpasses Milestone of 1 Million Agents on CXone
March 15, 2023
From
NICE
Via
Business Wire
CyberArk Software Stock Flashes Improved Technical Strength
↗
March 14, 2023
On Tuesday, CyberArk Software stock earned a positive adjustment to its Relative Strength (RS) Rating, from 64 to 71.
Via
Investor's Business Daily
NICE Actimize Launches Real-Time Money Mule Defense Solution to Detect Illicit Activity Throughout the Entire Customer Lifecycle
March 14, 2023
From
NICE
Via
Business Wire
NICE Actimize 2023 Fraud Insights Report Reveals Attempted Fraud Transactions Have Increased By 92% Over Previous Year
March 09, 2023
From
NICE
Via
Business Wire
NICE CXone Selected by Whakarongorau Aotearoa to Improve Contact Center Operations
March 08, 2023
From
NICE
Via
Business Wire
NICE Workforce Management Transforms Operations for Alteram Solutions
March 07, 2023
From
NICE
Via
Business Wire
Okta Stock Scores Rising Relative Price Strength Rating
↗
March 06, 2023
On Monday, Okta stock hit a key performance benchmark, seeing its Relative Strength (RS) Rating jump to 80, up from 69 the day before.
Via
Investor's Business Daily
LanguageLoop Implements NICE CXone to Transform its Customer Experience Operations
March 01, 2023
From
NICE
Via
Business Wire
Best AI Stocks: Why This Wall Street Firm Picked These Software, Chip Companies
↗
March 01, 2023
Nvidi and Microsoft, sure, but BofA also has some surprise picks.
Via
Investor's Business Daily
12 Information Technology Stocks Moving In Thursday's Pre-Market Session
↗
February 23, 2023
Via
Benzinga
NICE Reports Strong Finish to 2022 With 26% Cloud Revenue Growth for the Fourth Quarter
February 23, 2023
From
NICE
Via
Business Wire
Alameda County District Attorney’s Office Selects NICE for Digital Transformation of Criminal Justice
February 28, 2023
From
NICE
Via
Business Wire
NICE Named the Technology Leader in 2022 SPARK MatrixTM for Contact Center as a Service (CCaaS) Report for Second Consecutive Year
February 22, 2023
From
NICE
Via
Business Wire
Earnings Scheduled For February 23, 2023
↗
February 23, 2023
Companies Reporting Before The Bell • ChipMOS TECHNOLOGIES (NASDAQ:IMOS) is likely to report earnings for its fourth quarter.
Via
Benzinga
10 Information Technology Stocks Whale Activity In Today's Session
↗
February 21, 2023
This whale alert can help traders discover the next big trading opportunities. Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity...
Via
Benzinga
NICE Named the Technology Leader in the 2022 SPARK Matrix™ for Customer Journey Analytics (CJA) Report
February 21, 2023
From
NICE
Via
Business Wire
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