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What We Buy Currently
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Turnkey Operation Platform
Advantages of Our Bid Wanted System
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Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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home
about us
Investment Approach
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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
MARKET RESEARCH
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Automatic Data Processing
(NQ:
ADP
)
203.18
-2.29 (-1.11%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Mar 31, 2026
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32 Stocks Moving In Wednesday's Mid-Day Session
↗
January 26, 2022
Gainers Exela Technologies, Inc. (NASDAQ: XELA) rose 32% to $0.7262 after the company announced a share buyback of up to 100 million shares of common stock at $1 per share...
Via
Benzinga
Recap: Automatic Data Processing Q2 Earnings
↗
January 26, 2022
Automatic Data Processing (NASDAQ:ADP) reported its Q2 earnings results on Wednesday, January 26, 2022 at 08:00 AM. Here's what investors need to know about the...
Via
Benzinga
Automatic Data Processing's Earnings: A Preview
↗
January 25, 2022
Automatic Data Processing (NASDAQ:ADP) is set to give its latest quarterly earnings report on Wednesday, 2022-01-26. Here's what investors need to know before the announcement....
Via
Benzinga
7 Dividend Stocks You Can Depend on in 2022 and Beyond
↗
January 13, 2022
If you are looking for stability as growth stocks continue to lose steam, here are seven dividend stocks that are consistent performers.
Via
InvestorPlace
Can Blockchain Streamline HR?
↗
January 12, 2022
Photo by Clint Adair on
Via
Benzinga
ADP - String Of All-Time Highs
↗
November 16, 2021
Revenue is expected to grow 7.70% this year and another 6.40% next year. Earnings are estimated to increase 12.50%this year, an additional 9.70% next year.
Via
Talk Markets
Automatic Data: Processing Profits
↗
November 06, 2021
Valuations are reasonable for ADP, and the company has rewarded investors over time with consistent results and market-beating returns. We think that ADP shares are suitable as a core portfolio holding...
Via
Talk Markets
Earnings Scheduled For January 26, 2022
↗
January 26, 2022
Companies Reporting Before The Bell • Blue Foundry (NASDAQ:BLFY) is projected to report earnings for its fourth quarter. • First BanCorp (NYSE:FBP) is likely to...
Via
Benzinga
2 “B-Rated” Cryptos to Sell… and 2 Rising Stars to Buy
↗
January 12, 2022
2022 has been interesting for crypto so far, but not all cryptocurrencies are made equal. Here's a couple to buy and a couple to sell.
Via
InvestorPlace
10 Information Technology Stocks Whale Activity In Today's Session
↗
January 12, 2022
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...
Via
Benzinga
Human Resource Departments Reportedly Rely on This Growing Industry
↗
January 06, 2022
Photo by Christina @ wocintechchat.com on Unsplash The following post was written and/or published as a collaboration between Benzinga’s in-house sponsored content team and...
Via
Benzinga
Paychex Rises In Buy Range With Earnings On Tap
↗
December 21, 2021
The omicron variant now threatens to derail the U.S. economic and jobs recovery.
Via
Investor's Business Daily
3 Stocks Insiders Are Selling
↗
December 10, 2021
When insiders sell shares, it indicates their concern in the company’s prospects or that they view the stock as being overpriced. Either way, this signals an opportunity to...
Via
Benzinga
These Stocks Are About To Pay Shareholders More Income – 21% Dividend Boost!
↗
December 04, 2021
A look at six dividend growth stocks that just increased their dividends.
Via
Talk Markets
12 Publicly Traded Companies On Fast Company's 'Next Big Things In Tech' List
↗
December 01, 2021
Real-world problem solvers are highlighted in the inaugural “Next Big Things In Tech” list by Fast Company. The list included 65 honorees from big companies to start-...
Via
Benzinga
Analyst Ratings For Automatic Data Processing
↗
November 16, 2021
Within the last quarter, Automatic Data Processing (NASDAQ:ADP) has observe...
Via
Benzinga
Expert Ratings For Automatic Data Processing
↗
November 02, 2021
Over the past 3 months, 7 analysts have published their opinion on Automatic Data Processing (NASDAQ:
Via
Benzinga
Heard on Conference Calls
↗
October 29, 2021
Via
Talk Markets
Where Automatic Data Processing Stands With Analysts
↗
October 29, 2021
Within the last quarter, Automatic Data Processing (NASDAQ:ADP) has observe...
Via
Benzinga
What 6 Analyst Ratings Have To Say About Automatic Data Processing
↗
October 28, 2021
Automatic Data Processing (NASDAQ:ADP) has observed the following analyst ra...
Via
Benzinga
Read Why Investors Cheered Automatic Data Processing's Q1 Performance
↗
October 27, 2021
Automatic Data Processing Inc (NASDAQ: ADP) reported first-quarter FY22 revenue growth of 10% year-on-year to $3.83 billion, beating the consensus of $3.75 billion...
Via
Benzinga
Automatic Data Processing, inc (ADP) Q1 2022 Earnings Call Transcript
↗
October 27, 2021
ADP earnings call for the period ending September 30, 2021.
Via
The Motley Fool
Topics
Earnings
Automatic Data Processing: Q1 Earnings Insights
↗
October 27, 2021
Automatic Data Processing (NASDAQ:ADP) reported its Q1 earnings results on Wednesday, October 27, 2021 at 08:00 AM. Here's what investors need to know about the...
Via
Benzinga
ADP Stock Strength Rating Climbs After Share Price Popped About 70% Over Past Year
↗
October 01, 2021
ADP stock hit an intraday low of 127.31 in late September 2020 and rose steadily from there to a 217.15 high on Aug 13. It's consolidated since then
Via
Investor's Business Daily
CEO Of Automatic Data Processing Insider Trades $15.14 Million In Company Stock
↗
September 09, 2021
Carlos Rodriguez, President And CEO at Automatic Data Processing (NASDAQ:ADP), made a large buy and sell of company shares on September 8, according to a new SEC filing. What...
Via
Benzinga
Topics
Regulatory Compliance
Corp. Vp Of Automatic Data Processing Trades $12.28 Million In Company Stock
↗
September 08, 2021
John Ayala, Corp. Vp at Automatic Data Processing (NASDAQ:ADP), made a large buy and sell of company shares on September 3, according to a new SEC filing. What Happened: A Form 4...
Via
Benzinga
Topics
Regulatory Compliance
8 Information Technology Stocks Showing Unusual Options Activity In Today's Session
↗
September 07, 2021
This unusual options alert can help traders track potentially big trading opportunities. Traders often look for circumstances when the market estimation of an option diverges away...
Via
Benzinga
It's Official: Post-Pandemic Work Schedules Will Be Flexible
August 25, 2021
From
ADP Canada
Via
Business Wire
AMD And Apple Drop As The QQQ Falls Wednesday
↗
August 18, 2021
U.S. indices continued trading lower Wednesday amid macro uncertainty due to COVID-19 concerns. Investors are also weighing a drop in retail sales. The Invesco QQQ Trust...
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For August 17, 2021
↗
August 17, 2021
Upgrades For Compass Minerals International Inc (NYSE:
Via
Benzinga
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