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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
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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
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NCR Corporation Common Stock
(NY:
NCR
)
N/A
UNCHANGED
Last Price
Updated: 7:00 PM EDT, Oct 16, 2023
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12 Information Technology Stocks Moving In Wednesday's Intraday Session
↗
February 09, 2022
Gainers Infobird Co (NASDAQ:IFBD) shares increased by 25.7% to $1.18 during Wednesday's regular session. As of 12:30 EST, this security is trading at a volume of 18.5...
Via
Benzinga
40 Stocks Moving In Wednesday's Mid-Day Session
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February 09, 2022
Gainers US Ecology, Inc. (NASDAQ: ECOL) shares jumped 68.1% to $47.34 after Republic Services reported it will buy the company at $48 per share in cash. Tritium DCFC Limited (...
Via
Benzinga
NCR: Q4 Earnings Insights
↗
February 08, 2022
NCR (NYSE:NCR) reported its Q4 earnings results on Tuesday, February 8, 2022 at 04:00 PM. Here's what investors need to know about the announcement. Earnings NCR beat estimated earnings by 8.57%,...
Via
Benzinga
NCR's Debt Overview
↗
February 04, 2022
Over the past three months, shares of NCR (NYSE:NCR) moved lower by 15.90%. Before having a look at the importance of debt, let us look at how much debt NCR has. NCR's Debt...
Via
Benzinga
Earnings Scheduled For October 26, 2021
↗
October 26, 2021
Companies Reporting Before The Bell • Veoneer (NYSE:VNE) is likely to report quarterly loss at $0.83 per share on revenue of $408.69 million. • Aarons (NYSE:AAN)...
Via
Benzinga
12 Information Technology Stocks Moving In Tuesday's After-Market Session
↗
February 08, 2022
Gainers Enphase Energy (NASDAQ:ENPH) stoc...
Via
Benzinga
NCR Announces Full Year and Fourth Quarter 2021 Results
February 08, 2022
From
NCR Corporation
Via
Business Wire
Blockchain Gains Value, Importance as Digital Payments Become Growing Trend
February 03, 2022
Via
Investor Brand Network
Blockchain Gains Value, Importance as Digital Payments Become Growing Trend
February 03, 2022
NetworkNewsWire Editorial Coverage New York, NY – February 3, 2022 – The COVID-19 pandemic rattled every market imaginable worldwide, with some changes becoming permanent as they simply accelerated...
Via
FinancialNewsMedia
Earnings Scheduled For February 8, 2022
↗
February 08, 2022
Companies Reporting Before The Bell • Pfizer (NYSE:PFE) is likely to report quarterly earnings at $0.87 per share on revenue of $24.20 billion.
Via
Benzinga
Bank of Baroda Embraces Digital Innovation, Improves Customer Service with NCR ATM as a Service
February 03, 2022
From
NCR Corporation
Via
Business Wire
NCR Announces Fourth Quarter and Full Year 2021 Earnings Conference Call
February 02, 2022
From
NCR Corporation
Via
Business Wire
NCR Named World’s Largest Restaurant POS Software Provider According to RBR
January 31, 2022
From
NCR Corporation
Via
Business Wire
NCR and Google Cloud Grow Partnership to Boost Cloud-Driven Transformation in Retail
January 20, 2022
From
NCR Corporation
Via
Business Wire
10 Stocks to Avoid Because of Their Sky-High Debt
↗
January 18, 2022
The interest rates are moving higher in 2022. Analysts expect four rate hikes. On the list of stocks to avoid are those with sky-high debt.
Via
InvestorPlace
NCR Completes Acquisition of Cryptocurrency Leader LibertyX
January 13, 2022
From
NCR Corporation
Via
Business Wire
10 Information Technology Stocks Whale Activity In Today's Session
↗
December 31, 2021
This whale alert can help traders discover the next big trading opportunities. Whales are entities with large sums of money and we track their transactions here at Benzinga...
Via
Benzinga
12 Information Technology Stocks Moving In Thursday's Intraday Session
↗
December 09, 2021
Gainers American Virtual Cloud (NASDAQ:AVCT) stock increased by 33.92% to $1.38 during Thursday's regular session. American Virtual Cloud's stock is trading at a...
Via
Benzinga
NCR to Host Virtual Investor Day
December 08, 2021
From
NCR Corporation
Via
Business Wire
Starbucks EMEA Transforms Technology Management and Maximizes Customer Satisfaction with NCR Partnership
November 22, 2021
From
NCR Corporation
Via
Business Wire
Benzinga's Top Ratings Upgrades, Downgrades For November 19, 2021
↗
November 19, 2021
Upgrades Morgan Stanley upgraded the previous rating for EQT Corp (NYSE:
Via
Benzinga
NCR to Present at Upcoming Investor Conferences
November 12, 2021
From
NCR Corporation
Via
Business Wire
NCR (NCR) Q3 2021 Earnings Call Transcript
↗
October 27, 2021
NCR earnings call for the period ending September 30, 2021.
Via
The Motley Fool
Topics
Earnings
Recap: NCR Q3 Earnings
↗
October 26, 2021
NCR (NYSE:NCR) reported its Q3 earnings results on Tuesday, October 26, 2021 at 04:00 PM. Here's what investors need to know about the announcement. Earnings NCR beat their...
Via
Benzinga
NCR Announces Third Quarter 2021 Results
October 26, 2021
From
NCR Corporation
Via
Business Wire
Royal Farms to Roll Out NCR Self-Checkout to 100% of Stores
October 25, 2021
From
NCR Corporation
Via
Business Wire
PenFed Credit Union Expands Partnership with NCR’s Cardtronics to Provide Members Cash Deposit Capability through Allpoint ATMs
October 13, 2021
From
NCR Corporation
Via
Business Wire
NCR Announces Third Quarter 2021 Earnings Conference Call
October 11, 2021
From
NCR Corporation
Via
Business Wire
12 Information Technology Stocks Moving In Wednesday's After-Market Session
↗
October 06, 2021
Gainers MoneyGram (NASDAQ:MGI) stock move...
Via
Benzinga
Northgate Introduces Pronto Curbside Pickup Service with NCR Freshop
September 27, 2021
From
NCR Corporation
Via
Business Wire
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