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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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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
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
-0.30 (-0.32%)
Streaming Delayed Price
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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NICE Actimize Named “Best Compliance” Technology Provider by 2021 WealthBriefing European Awards
June 14, 2021
From
NICE Actimize
Via
Business Wire
Benzinga's Top Ratings Upgrades, Downgrades For June 9, 2021
↗
June 09, 2021
Upgrades According to Deutsche Bank, the prior rating for KLA Corp (NASDAQ:KLAC) was changed from Hold to Buy. KLA earned $3.85 in the third quarter, compared to $2.47 in...
Via
Benzinga
Leicestershire Police Deploys NICE Investigate to Streamline Digital Evidence Sharing and Improve Cross-Agency Collaboration
June 03, 2021
From
NICE
Via
Business Wire
NICE Actimize Announces ENGAGE LIVE, the Industry’s Largest Virtual Financial Crime Event Featuring Three Keynotes by Renowned Global Talent
June 02, 2021
From
NICE
Via
Business Wire
NICE Recognizes Trailblazers in Creating Next-Gen CX, Unveiling CX Excellence Award Winners at Interactions Live 2021
May 26, 2021
From
NICE
Via
Business Wire
NICE Extends RingCentral Partnership for Selling RingCentral Contact Center Globally
↗
May 25, 2021
NICE Ltd (NASDAQ: NICE) and RingCentral Inc (NYSE: RNG) have extended their multi-year agreement to market and sell RingCentral Contact Center...
Via
Benzinga
Large Latin American Financial Institution Moves 10,000 Agents to NICE CXone
May 25, 2021
From
NICE
Via
Business Wire
RingCentral and NICE Expand and Extend Partnership
May 25, 2021
From
RingCentral, Inc.
Via
Business Wire
NICE Launches Enlighten AI Routing, Innovating CX with Next-Gen Intelligence
May 25, 2021
From
NICE
Via
Business Wire
NICE Actimize Positioned as a Leading KYC Vendor in 2021 Quadrant Knowledge Report Across Technology Excellence and Customer Impact
May 20, 2021
From
Nice Actimize
Via
Business Wire
NICE Enlighten AI Recognized with Product of the Year Award for Enabling Organizations to Meet and Exceed Next-Gen Customer Expectations
May 19, 2021
From
NICE
Via
Business Wire
P/E Ratio Insights for NICE
↗
May 14, 2021
Right now, NICE Inc. (NASDAQ:NICE) share price is at $227.00, after a 1.77% increase. Moreover, over the past month, the stock decreased by 4.48%, but in the past...
Via
Benzinga
Nice Ltd (NICE) Q1 2021 Earnings Call Transcript
↗
May 13, 2021
NICE earnings call for the period ending March 31, 2021.
Via
The Motley Fool
Topics
Earnings
NICE: Q1 Earnings Insights
↗
May 13, 2021
Shares of NICE (NASDAQ:NICE) fell 1.4% in pre-market trading after the company reported Q1 results. Quarterly Results Earnings per share rose 14.93% year over year to $1.54...
Via
Benzinga
NICE Reports 32% Growth in Cloud Revenue for the First Quarter of 2021
May 13, 2021
From
NICE
Via
Business Wire
NICE Earnings Preview
↗
May 12, 2021
NICE (NASDAQ:NICE) announces its next round of earnings this Thursday, May 13. Here is Benzinga's everything-that-matters guide for this Thursday's Q1 earnings announcement. Net...
Via
Benzinga
NICE CXone Delivers Transformative Customer Service, Driving Record Customer Satisfaction Scores
May 12, 2021
From
NICE
Via
Business Wire
Earnings Scheduled For May 13, 2021
↗
May 13, 2021
Companies Reporting Before The Bell • CASI Pharmaceuticals (NASDAQ:CASI) is estimated to report quarterly loss at $0.06 per share on revenue of $5.05 million. •...
Via
Benzinga
Due to Strong Demand, NICE Expands Investment in Japan, creating a New Customer Experience Standard with CXone
May 12, 2021
From
NICE
Via
Business Wire
NICE CXone Ranks First Overall in 2021 Contact Center in the Cloud Report from Ventana Research
May 11, 2021
From
NICE
Via
Business Wire
NICE to Present Critical Strategies to Create Next-Gen Customer Experiences for Today’s Digital Consumers
May 10, 2021
From
NICE
Via
Business Wire
NICE Revolutionizes Contact Center Recording with the Launch of InterACT, the Industry’s Only AI-Powered Agile Recording Solution
May 07, 2021
From
NICE
Via
Business Wire
NICE Provides Dial-in Details for Its First Quarter 2021 Results Teleconference
May 06, 2021
From
NICE
Via
Business Wire
NICE Announces Interactions Live 2021, the World’s Biggest CX Customer Conference of the Year, Featuring Tom Brady and Hosted by James Corden
May 06, 2021
From
NICE
Via
Business Wire
NICE Actimize Partners with Refinitiv to Expand Distribution of its SURVEIL-X Holistic Surveillance Suite Across Asia-Pacific
April 28, 2021
From
NICE Actimize
Via
Business Wire
NICE Positioned Furthest and Highest in 2021 Gartner Magic Quadrant for Workforce Engagement Management
April 27, 2021
From
NICE
Via
Business Wire
NICE Real-Time Authentication Selected by VPBank to Safeguard Omnichannel Customer Interactions and Improve Experiences
April 27, 2021
From
NICE
Via
Business Wire
NICE Revolutionizes Digital Smart Self-Service with the Launch of CXone Expert Following the Acquisition of MindTouch
April 20, 2021
From
NICE
Via
Business Wire
NICE Receives a Perfect Score From Customers For WFM Product Innovation, Vendor Satisfaction and AI and ML Enablement in DMG Consulting Report
April 19, 2021
From
NICE
Via
Business Wire
NICE Actimize Positioned as Highest-Scoring AML Solutions Vendor Across Technology Excellence Metrics in 2021 Quadrant Knowledge Anti-Money Laundering Solution Report
April 15, 2021
From
NICE Actimize
Via
Business Wire
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