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home
about us
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Firm ADV PDFs
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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
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Back Dated Performance Reports
Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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Additional Information
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Event Schedule
Total Asset Fund (TAF sm) Presentation
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Market Value Securities (MVS sm) Presentation
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Calendar of Events
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Investing During Uncertain Times
Read FULL Seminar Here
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WEX Inc. common stock
(NY:
WEX
)
161.88
+2.91 (+1.83%)
Official Closing Price
Updated: 7:00 PM EST, Jan 9, 2026
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(WEX) - Analyzing WEX's Short Interest
↗
August 20, 2024
Via
Benzinga
Here's How Much You Would Have Made Owning WEX Stock In The Last 15 Years
↗
August 07, 2024
Via
Benzinga
Peering Into WEX's Recent Short Interest
↗
August 02, 2024
Via
Benzinga
WEX Announces Entry Into a $300 Million Accelerated Share Repurchase Agreement
July 29, 2024
From
WEX
Via
Business Wire
Wex (WEX) Q2 2024 Earnings Call Transcript
↗
July 25, 2024
WEX earnings call for the period ending June 30, 2024.
Via
The Motley Fool
Topics
Earnings
WEX Stock Earnings: WEX Beats EPS, Misses Revenue for Q2 2024
↗
July 25, 2024
WEX stock results show that WEX beat analyst estimates for earnings per share but missed on revenue for the second quarter of 2024.
Via
InvestorPlace
$100 Invested In WEX 15 Years Ago Would Be Worth This Much Today
↗
July 24, 2024
Via
Benzinga
Looking Into WEX's Recent Short Interest
↗
July 09, 2024
Via
Benzinga
If You Invested $100 In This Stock 15 Years Ago, You Would Have $23,000 Today
↗
July 05, 2024
Via
Benzinga
WEX Inc. Reports Second Quarter 2024 Financial Results
July 25, 2024
From
WEX
Via
Business Wire
10 Financials Stocks Whale Activity In Today's Session
↗
July 18, 2024
Via
Benzinga
WEX Inc. to Release Second Quarter 2024 Financial Results on July 25, 2024
July 11, 2024
From
WEX
Via
Business Wire
WEX Inc. Secures Preliminary Injunction Against HP
July 10, 2024
From
WEX
Via
Business Wire
If You Invested $100 In This Stock 15 Years Ago, You Would Have $24,000 Today
↗
June 20, 2024
Via
Benzinga
$100 Invested In This Stock 15 Years Ago Would Be Worth $24,000 Today
↗
June 07, 2024
Via
Benzinga
5 Financial Transaction Stocks In Focus Amid Digital Payment Boom
↗
July 07, 2024
The financial transaction services industry is poised to benefit from the increasing adoption of digital solutions. Therefore, here is a look at some stocks in the space that may be worth considering...
Via
Talk Markets
Contrarian Tech Plays: 3 Stocks Wall Street Foolishly Abandoned
↗
July 05, 2024
The market may not be giving these three undervalued tech stocks much notice right now, but don't assume that will remain the case.
Via
InvestorPlace
Top 4 Financial Stocks That Could Lead To Your Biggest Gains In Q2
↗
June 20, 2024
Via
Benzinga
How Is The Market Feeling About WEX?
↗
June 06, 2024
Via
Benzinga
WEX Names Sara Trickett as Chief Legal Officer and Corporate Secretary
June 05, 2024
From
WEX
Via
Business Wire
If You Invested $100 In This Stock 15 Years Ago, You Would Have $31,000 Today
↗
May 15, 2024
Via
Benzinga
If You Invested $1000 In This Stock 15 Years Ago, You Would Have $330 Thousand Today
↗
May 02, 2024
Via
Benzinga
Peering Into WEX's Recent Short Interest
↗
April 18, 2024
Via
Benzinga
WEX to Present at the William Blair Growth Stock Conference
May 21, 2024
From
WEX
Via
Business Wire
WEX Reaches Agreement with Shell for Portfolio of Commercial Fleet Fuel Cards in North America
May 07, 2024
From
WEX
Via
Business Wire
WEX to Present at Upcoming Investor Conferences
May 02, 2024
From
WEX
Via
Business Wire
Wex (WEX) Q1 2024 Earnings Call Transcript
↗
April 25, 2024
WEX earnings call for the period ending March 31, 2024.
Via
The Motley Fool
Topics
Earnings
WEX Stock Earnings: WEX Misses EPS, Misses Revenue for Q1 2024
↗
April 25, 2024
WEX stock results show that WEX missed analyst estimates for earnings per share and missed on revenue for the first quarter of 2024.
Via
InvestorPlace
WEX Inc. Reports First Quarter 2024 Financial Results
April 25, 2024
From
WEX
Via
Business Wire
WEX Signs Agreement with Leading Online Travel Platform Booking.com
April 25, 2024
From
WEX
Via
Business Wire
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