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home
about us
Investment Approach
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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
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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
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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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Total Asset Fund (TAF)
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Additional Information
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Event Schedule
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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
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Paylocity Holding Corporation - Common Stock
(NQ:
PCTY
)
145.70
-6.80 (-4.46%)
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 2, 2026
Add to My Watchlist
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Bill.com (BILL) Q3 Earnings Report Preview: What To Look For
November 06, 2024
Payments and billing software maker Bill.com (NYSE:BILL) will be reporting earnings tomorrow after the bell. Here’s what you need to know.
Via
StockStory
Analyzing the Quality Characteristics of PAYLOCITY HOLDING CORP (NASDAQ:PCTY).
↗
November 05, 2024
Why Quality-Oriented Investors Should Consider NASDAQ:PCTY.
Via
Chartmill
Paycor (PYCR) Q3 Earnings Report Preview: What To Look For
November 05, 2024
Online payroll and human resource software provider Paycor (NASDAQ:PYCR) will be reporting results tomorrow after the bell. Here’s what to expect.
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Workiva (WK) Reports Q3: Everything You Need To Know Ahead Of Earnings
November 05, 2024
Financial and compliance reporting software company Workiva (NYSE:WK) will be reporting results tomorrow afternoon. Here’s what to look for.
Via
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Earnings To Watch: Global Business Travel (GBTG) Reports Q3 Results Tomorrow
November 04, 2024
B2B travel services company Global Business Travel (NYSE:GBTG) will be reporting results tomorrow morning. Here’s what you need to know.
Via
StockStory
Analyst Ratings For Paylocity Holding
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October 22, 2024
Via
Benzinga
Forecasting The Future: 12 Analyst Projections For Paylocity Holding
↗
October 22, 2024
Via
Benzinga
Peering Into Paylocity Holding's Recent Short Interest
↗
October 18, 2024
Via
Benzinga
Marqeta (MQ) Reports Q3: Everything You Need To Know Ahead Of Earnings
November 03, 2024
Leading edge card issuer Marqeta (NASDAQ: MQ) will be announcing earnings results tomorrow after the bell. Here’s what to look for.
Via
StockStory
Paylocity’s (NASDAQ:PCTY) Q3: Beats On Revenue, Next Quarter’s Sales Guidance Is Optimistic
October 30, 2024
Payroll and human resources software provider, Paylocity (NASDAQ:PCTY) announced better-than-expected revenue in Q3 CY2024, with sales up 14.3% year on year to $363 million. Guidance for next quarter’s...
Via
StockStory
Paylocity Announces First Quarter Fiscal Year 2025 Financial Results
October 30, 2024
From
Paylocity Corporation
Via
GlobeNewswire
Paylocity (PCTY) Reports Q3: Everything You Need To Know Ahead Of Earnings
October 29, 2024
Payroll and human resources software provider, Paylocity (NASDAQ:PCTY) will be reporting earnings tomorrow afternoon. Here’s what you need to know.
Via
StockStory
Navigating 10 Analyst Ratings For Paylocity Holding
↗
October 02, 2024
Via
Benzinga
NASDAQ:PCTY, a strong growth stock, setting up for a breakout.
↗
September 12, 2024
Exploring the Growth Potential of PAYLOCITY HOLDING CORP (NASDAQ:PCTY) as It Nears a Breakout.
Via
Chartmill
Navigating 13 Analyst Ratings For Paylocity Holding
↗
September 05, 2024
Via
Benzinga
This First Solar Analyst Turns Bullish; Here Are Top 5 Upgrades For Tuesday
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October 22, 2024
Via
Benzinga
Ferrari To Rally Around 18%? Here Are 10 Top Analyst Forecasts For Tuesday
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October 22, 2024
Via
Benzinga
Paylocity announces Q1 FY25 earnings conference call
October 15, 2024
From
Paylocity Corporation
Via
GlobeNewswire
Paylocity Debuts AI Assistant to Simplify and Accelerate HR Processes
October 15, 2024
Building on the company’s record of AI innovation, the new AI Assistant offers faster support and contextual guidance, driving efficiency and cost savings
From
Paylocity Corporation
Via
GlobeNewswire
NASDAQ:PCTY qualifies as a high growth stock and is consolidating.
↗
August 22, 2024
PAYLOCITY HOLDING CORP (NASDAQ:PCTY)—A High-Growth Stock Gearing Up for Its Next Upward Move.
Via
Chartmill
Paylocity Skates onto the Ice as a Proud Partner of the Dallas Stars
October 03, 2024
Multi-Year Sponsorship Bolsters Paylocity’s Connection to the Stars Community of Fans
From
Paylocity Corporation
Via
GlobeNewswire
Nike To $100? Here Are 10 Top Analyst Forecasts For Wednesday
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October 02, 2024
Via
Benzinga
Paylocity Announces Completion of Acquisition of Airbase Inc.
October 01, 2024
From
Paylocity Corporation
Via
GlobeNewswire
How Is The Market Feeling About Paylocity Holding?
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August 05, 2024
Via
Benzinga
Assessing Paylocity Holding: Insights From 10 Financial Analysts
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August 02, 2024
Via
Benzinga
Paylocity Debuts Integrated Headcount Planning Solution
September 25, 2024
New solution unites HR, Finance, and Talent Acquisition for seamless workforce planning
From
Paylocity Corporation
Via
GlobeNewswire
Increasing ARR and Expanding Margins Signal Strong Core Business for Asure (NASDAQ: ASUR)
September 09, 2024
How can you tell if a company has a strong core business foundation? One method is to look at its
Via
Spotlight Growth
Paylocity Announces Definitive Agreement to Acquire Airbase Inc., a Leading Spend Management Software Solution Provider
September 04, 2024
Acquisition to expand Paylocity’s total addressable market to the Office of the CFO and provide capabilities for clients to holistically manage all business-related spend on a consolidated platform
From
Paylocity Corporation
Via
GlobeNewswire
Paylocity Introduces Benefits Decision Support—A Modern Solution for Personalized Employee Benefits Choices
August 07, 2024
New Product Just one of Several Innovations Introduced in the Last 12 Months
From
Paylocity Corporation
Via
GlobeNewswire
Paylocity Announces Fourth Quarter and Full Fiscal Year 2024 Financial Results
August 01, 2024
From
Paylocity Corporation
Via
GlobeNewswire
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