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home
about us
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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
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Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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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
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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
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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
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TAF® Program
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Market Value Securities (MVS sm) Presentation
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Investing During Uncertain Times
Read FULL Seminar Here
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Vertex, Inc. - Class A Common Stock
(NQ:
VERX
)
14.88
-0.38 (-2.49%)
Streaming Delayed Price
Updated: 4:00 PM EST, Feb 10, 2026
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All News about Vertex, Inc. - Class A Common Stock
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3 Stocks to Sell Before the Market Crash Resumes
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August 15, 2024
Vertex, Palantir and Monolithic Power are three stocks to sell now before the crash resumes since they are overvalued and risky.
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Vertex Acquires ecosio To Accelerate Global E-Invoicing Compliance
August 07, 2024
Delivering a Seamlessly Connected Global Platform to Manage Continuous Compliance
From
Vertex Inc.
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GlobeNewswire
Vertex Announces Second Quarter 2024 Financial Results
August 07, 2024
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Vertex Inc.
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GlobeNewswire
The Analyst Landscape: 5 Takes On Vertex
↗
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Analyst Scoreboard: 6 Ratings For Vertex
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Cracking The Code: Understanding Analyst Reviews For Vertex
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Vertex 2024 Mid-Year Sales Tax Rates and Rules Report Reveals Local Governments are Increasingly Dependent on Sales Tax Revenues
July 25, 2024
The 2024 Mid-Year Sales Tax Rates and Rules Report alerts indirect tax teams on the substantial number of tax rate changes through June 30.
From
Vertex Inc.
Via
GlobeNewswire
Vertex to Announce Second Quarter 2024 Financial Results on Wednesday, August 7, 2024
July 11, 2024
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GlobeNewswire
VERTEX INC - CLASS A (NASDAQ:VERX) showing some interesting technicals. Here's why.
↗
July 10, 2024
VERTEX INC - CLASS A (NASDAQ:VERX) showing some interesting technicals. Here's why.
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Cracking The Code: Understanding Analyst Reviews For Vertex
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Demystifying Vertex: Insights From 6 Analyst Reviews
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Vertex Acquires Artificial Intelligence Tax Capabilities from Ryan, LLC
June 12, 2024
Acquisition Streamlines Tax Categorization with Generative AI
From
Vertex Inc.
Via
GlobeNewswire
Vertex Launches Accelerator+ for SAP ERP, Delivering a Unified Global Platform to Navigate Tax Complexities
June 03, 2024
Simplified functionality and enhanced operational efficiency for SAP businesses operating domestically and globally
From
Vertex Inc.
Via
GlobeNewswire
3 Overlooked Tech Stocks Aiming for a 10X Surge
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Although popular stocks might be too expensive for some, these overlooked tech stocks offer great growth potential and low volatility.
Via
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Vertex to Present at Upcoming Conferences
May 30, 2024
From
Vertex Inc.
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GlobeNewswire
Vertex Women Leading the Way: Four Honorees Named on CRN’s 2024 Women of the Channel List
May 13, 2024
From
Vertex Inc.
Via
GlobeNewswire
VERX Stock Earnings: Vertex Beats EPS, Beats Revenue for Q1 2024
↗
May 08, 2024
VERX stock results show that Vertex beat analyst estimates for earnings per share and beat on revenue for the first quarter of 2024.
Via
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Vertex Announces First Quarter 2024 Financial Results
May 08, 2024
From
Vertex Inc.
Via
GlobeNewswire
Vertex, Inc. Announces Closing of Upsized Offering of $345 Million Convertible Senior Notes
April 26, 2024
From
Vertex Inc.
Via
GlobeNewswire
Vertex Selected to Join Oracle ISV Accelerator for SaaS Initiative
April 24, 2024
Vertex offers customers an optimized business operations and outcomes experience by integrating tax in and around Oracle Fusion Cloud Applications
From
Vertex Inc.
Via
GlobeNewswire
Vertex, Inc. Announces Pricing of Upsized $300 Million Convertible Senior Notes Offering
April 23, 2024
From
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GlobeNewswire
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Vertex Provides Preliminary Financial Results for First Quarter 2024 and Announces First Quarter Earnings Call Date
April 22, 2024
From
Vertex Inc.
Via
GlobeNewswire
Vertex, Inc. Announces Proposed Private Offering of $250 Million of Convertible Senior Notes
April 22, 2024
From
Vertex Inc.
Via
GlobeNewswire
nCino Stock Adds To Its Rising Relative Strength Rating
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April 09, 2024
On Tuesday, nCino stock got a positive adjustment to its Relative Strength (RS) Rating to 73, up from 70 a day ago.
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S&P 500 Moves Higher; Hayward Holdings Shares Jump On Upbeat Results
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February 29, 2024
U.S. stocks traded mixed toward the end of trading, with the S&P 500 gaining around 0.3% on Thursday. The Dow traded down 0.08% to 38,919.26 while the NASDAQ rose 0.53% to 16,032.35. The S&P 500 also...
Via
Benzinga
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