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home
about us
Investment Approach
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Market Analysis Summary
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Firm ADV PDFs
Form CRS
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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
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
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Client Contact with Portfolio Manager(s)
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
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VTEX Class A Common Shares
(NY:
VTEX
)
4.180
-0.110 (-2.56%)
Official Closing Price
Updated: 7:00 PM EDT, Aug 7, 2026
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VTEX Customers Reached New Heights: Black Friday Edition
November 27, 2023
From
VTEX Commerce Cloud Solutions LLC
Via
Business Wire
12 Communication Services Stocks Moving In Wednesday's Intraday Session
↗
November 08, 2023
Via
Benzinga
Vtex: Q3 Earnings Insights
↗
November 07, 2023
Via
Benzinga
VTEX Reports Third Quarter 2023 Financial Results
November 07, 2023
From
VTEX Commerce Cloud Solutions LLC
Via
Business Wire
Why VTEX Stock Is Jumping Today
↗
August 23, 2023
Investors are buying up VTEX following bullish coverage from an analyst.
Via
The Motley Fool
Recap: Vtex Q1 Earnings
↗
May 09, 2023
Via
Benzinga
Expert Ratings for Vtex
↗
March 09, 2023
Via
Benzinga
Earnings Scheduled For November 7, 2023
↗
November 07, 2023
Companies Reporting Before The Bell • CorEnergy Infr Tr (NYSE:CORR) is estimated to report earnings for its third quarter.
Via
Benzinga
VTEX to Announce Third Quarter 2023 Financial Results on November 7th, 2023
October 23, 2023
From
VTEX Commerce Cloud Solutions LLC
Via
Business Wire
10 Communication Services Stocks Moving In Wednesday's Intraday Session
↗
August 23, 2023
Via
Benzinga
VTEX Reports Second Quarter 2023 Financial Results
August 08, 2023
From
VTEX Commerce Cloud Solutions LLC
Via
Business Wire
VTEX to Announce Second Quarter 2023 Financial Results on August 8th, 2023
July 24, 2023
From
VTEX Commerce Cloud Solutions LLC
Via
Business Wire
Benzinga's Top Ratings Upgrades, Downgrades For August 23, 2023
↗
August 23, 2023
Via
Benzinga
VTEX appoints Silvia Mazzucchelli to join its Board of Directors
July 17, 2023
From
VTEX Commerce Cloud Solutions LLC
Via
Business Wire
Strategic Google Pay Partnership Strengthens VTEX's International Expansion Prospects, Says Analyst
↗
June 23, 2023
DA Davidson analyst Franco Granda reiterated a Buy rating on the shares of VTEX (NYSE: VTEX),
Via
Benzinga
VTEX to Host Virtual Investor Day 2023 on July 21st, 2023
June 21, 2023
From
VTEX Commerce Cloud Solutions LLC
Via
Business Wire
Benzinga's Top Ratings Upgrades, Downgrades For June 12, 2023
↗
June 12, 2023
Via
Benzinga
VTEX Launches New Products That Smarten up Digital Commerce Investments
June 05, 2023
From
VTEX Commerce Cloud Solutions LLC
Via
Business Wire
VTEX Announces the Results of its 2023 Annual General Meeting of Shareholders
May 26, 2023
From
VTEX Commerce Cloud Solutions LLC
Via
Business Wire
The 7 Most Promising Penny Stocks to Buy in May 2023
↗
May 11, 2023
Although extremely low-priced securities often present high risk, these are the most promising penny stocks to buy in May.
Via
InvestorPlace
Nasdaq Turns Positive; Absolute Software Shares Spike Higher
↗
May 11, 2023
U.S. stocks traded mixed toward the end of trading, with the Nasdaq Composite turning higher on Thursday. The Dow traded down 0.70% to 33,297.64 while the NASDAQ rose 0.31% to 12,344.45. The S&P 500,...
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For May 10, 2023
↗
May 10, 2023
Via
Benzinga
VTEX Reports First Quarter 2023 Financial Results
May 09, 2023
From
VTEX Commerce Cloud Solutions LLC
Via
Business Wire
Zillow, Shopify, Datadog And Other Big Stocks Moving Higher On Thursday
↗
May 04, 2023
U.S. stocks traded lower, with the Dow Jones falling around 400 points on Thursday. Here are some big stocks recording gains in today’s session.
Via
Benzinga
Earnings Scheduled For May 9, 2023
↗
May 09, 2023
Companies Reporting Before The Bell • Kosmos Energy (NYSE:KOS) is expected to report quarterly earnings at $0.17 per share on revenue of $440.16 million.
Via
Benzinga
VTEX to Hold its Annual General Meeting of Shareholders on May 26, 2023
April 26, 2023
From
VTEX Commerce Cloud Solutions LLC
Via
Business Wire
Why Synaptics Shares Are Trading Lower By 17%? Here Are Other Stocks Moving In Thursday's Mid-Day Session
↗
May 04, 2023
Gainers Qurate Retail, Inc. (NASDAQ: QRTEB) shares jumped 89.3% to $7.44.
Via
Benzinga
VTEX to Announce First Quarter 2023 Financial Results on May 9th, 2023
April 24, 2023
From
VTEX Commerce Cloud Solutions LLC
Via
Business Wire
7 High-Risk, High-Reward Tech Stocks to Watch in 2023
↗
April 02, 2023
While investors should take a cautionary approach at this juncture, certain high-risk, high-reward tech stocks appear compelling.
Via
InvestorPlace
Benzinga's Top Ratings Upgrades, Downgrades For March 9, 2023
↗
March 09, 2023
Via
Benzinga
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