Menu
home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
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 Buy Currently
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
Sample Portfolio
Sample Portfolio Analysis
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 sm Program
Services, Fees and Compensation
Account Requirements
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
Municipal Bond Presentation
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
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
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
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
Recent Quotes
View Full List
My Watchlist
Create Watchlist
Indicators
DJI
Nasdaq Composite
SPX
Gold
Crude Oil
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries
Vertex, Inc. - Class A Common Stock
(NQ:
VERX
)
22.90
+0.30 (+1.33%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Oct 31, 2025
Add to My Watchlist
Quote
Overview
Detailed Quote
Charting
Historical Prices
News
Press Releases
Research
Quarterly Reports
Insider Filings
Other Filings
All News about Vertex, Inc. - Class A Common Stock
< Previous
1
2
3
4
5
6
7
8
Next >
Vertex, Inc. Announces Offer to Acquire E-Invoicing Leader Pagero
December 13, 2023
From
Vertex Inc.
Via
GlobeNewswire
12 Information Technology Stocks Moving In Friday's Pre-Market Session
November 24, 2023
Via
Benzinga
Research Reveals Tax Professionals' Concerns Surrounding Risk Tolerance
November 14, 2023
Research conducted by Vertex shows tax professionals are feeling personally exposed by the shocking levels of risk tolerance of their employers.
From
Vertex Inc.
Via
GlobeNewswire
Expert Ratings for Vertex
November 10, 2023
Via
Benzinga
6 Analysts Have This to Say About Vertex
September 18, 2023
Via
Benzinga
Analyst Expectations for Vertex's Future
August 21, 2023
Via
Benzinga
Analyst Expectations for Vertex's Future
July 21, 2023
Via
Benzinga
Vertex Risk/Reward Path In Focus: 'Magnitude Of Stock Move Was Greater Than Expected'
November 10, 2023
BMO Capital Markets analyst Daniel Jester reiterated the Market Perform rating on Vertex, Inc. (NASDAQ: VERX),
Via
Benzinga
Synaptics To Rally Over 41%? Here Are 10 Top Analyst Forecasts For Friday
November 10, 2023
Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.
Via
Benzinga
Dow Jones Futures: S&P 500 Win Streak Ends On Treasury Auction, Powell Comments; Tesla Tumbles
November 09, 2023
Dow Jones futures: The S&P 500 win streak is over, on a poor Treasury auction and Fed chief Powell comments. Tesla stock was a big loser.
Via
Investor's Business Daily
Topics
Economy
Stocks
12 Information Technology Stocks Moving In Thursday's Intraday Session
November 09, 2023
Via
Benzinga
Disney, Twilio, TransDigm, Marathon Digital And Other Big Stocks Moving Higher On Thursday
November 09, 2023
U.S. stocks traded mostly lower, with the Dow Jones falling around 75 points on Thursday. Here are some big stocks recording gains in today’s session.
Via
Benzinga
Topics
Stocks
Vertex Announces Third Quarter 2023 Financial Results
November 09, 2023
From
Vertex Inc.
Via
GlobeNewswire
Vertex Partners with Shopify to Streamline Global Tax Compliance
November 06, 2023
Vertex becomes the first Shopify Tax Platform Partner to integrate directly into Shopify and automate global indirect tax calculation for enterprise companies.
From
Vertex Inc.
Via
GlobeNewswire
Earnings Scheduled For November 9, 2023
November 09, 2023
Companies Reporting Before The Bell • Indivior (NASDAQ:INDV) is expected to report quarterly earnings at $0.30 per share on revenue of $265.00 million.
Via
Benzinga
Vertex Announces Strategic Partnership with Pagero
October 23, 2023
Vertex and Pagero partnership will enable a unified global solution for e-invoicing and indirect tax compliance.
From
Vertex Inc.
Via
GlobeNewswire
12 Information Technology Stocks Moving In Tuesday's Pre-Market Session
October 17, 2023
Via
Benzinga
Vertex to Announce Third Quarter 2023 Financial Results on Thursday, November 9, 2023
October 16, 2023
From
Vertex Inc.
Via
GlobeNewswire
Vertex Appoints Chirag Patel as Chief Strategy Officer
October 05, 2023
From
Vertex Inc.
Via
GlobeNewswire
Vertex Reveals Marked Improvements for Customers Utilizing Indirect Tax Solutions on Oracle Cloud
October 03, 2023
From
Vertex Inc.
Via
GlobeNewswire
Vertex to Present at Citi 2023 Global Technology Conference
August 31, 2023
From
Vertex Inc.
Via
GlobeNewswire
NCino Stock Flexes Muscle As Profits Rise; Gets Rating Upgrade
August 31, 2023
NCino stock got a 15-point upgrade for its Relative Strength (RS) Rating Thursday, from 70 to 85, pushing it into a higher performance group.
Via
Investor's Business Daily
Akamai Technologies, Array Technologies Music, HNI, PENN Entertainment And Other Big Stocks Moving Higher On Wednesday
August 09, 2023
U.S. stocks traded lower, with the Nasdaq Composite falling around 100 points on Wednesday. Here are some big stocks recording gains in today’s session.
Via
Benzinga
Topics
Stocks
Vertex Announces Second Quarter 2023 Financial Results
August 09, 2023
From
Vertex Inc.
Via
GlobeNewswire
Vertex Indirect Tax Determination Solution Now an SAP Endorsed App on SAP® Store
July 20, 2023
Delivers an end-to-end cloud-based solution to meet the tax needs of SAP customers
From
Vertex Inc.
Via
GlobeNewswire
Vertex to Announce Second Quarter 2023 Financial Results on Wednesday, August 9, 2023
July 17, 2023
From
Vertex Inc.
Via
GlobeNewswire
Vertex 2023 Mid-Year Sales Tax Rates and Rules Report: New District Rate Changes Soared During First Half of 2023
July 13, 2023
From
Vertex Inc.
Via
GlobeNewswire
Vertex Indirect Tax Chain Flow Accelerator Achieves SAP® Certified Integration with RISE with SAP S/4HANA® Cloud
June 29, 2023
From
Vertex Inc.
Via
GlobeNewswire
12 Information Technology Stocks Moving In Thursday's Intraday Session
June 15, 2023
Via
Benzinga
Why John Wiley & Sons Shares Are Trading Lower By Around 10%? Here Are Other Stocks Moving In Thursday's Mid-Day Session
June 15, 2023
Gainers SCWorx Corp. (NASDAQ: WORX) shares jumped 281% to $0.8396.
Via
Benzinga
< Previous
1
2
3
4
5
6
7
8
Next >
Stock Quote API & Stock News API supplied by
www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the
Privacy Policy
and
Terms Of Service
.
© 2025 FinancialContent. All rights reserved.