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home
about us
Investment Approach
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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
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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
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Back Dated Performance Reports
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Event Schedule
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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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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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Stocks That Hit 52-Week Lows On Thursday
↗
July 14, 2022
On Thursday, 550 companies achieved new lows for the year.
Via
Benzinga
KeyBanc Re-rated These Vertical Software, FinTech Stocks Based On Current Economic Backdrop: Read To Know
↗
July 07, 2022
KeyBanc analyst Josh Beck noted that rates on the 10-year fell below 1% before quickly expanding by ~2%, which coincided with a dramatic digital adoption surge, triggering a rapid rise and subsequent...
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Benzinga
10 Communication Services Stocks With Whale Alerts In Today's Session
↗
May 24, 2022
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 on our options activity...
Via
Benzinga
Expert Ratings for Vtex
↗
May 13, 2022
Within the last quarter, Vtex (NYSE:VTEX) has observed the following analyst ratings:
Via
Benzinga
Stocks That Hit 52-Week Lows On Tuesday
↗
April 26, 2022
During Tuesday, 581 stocks hit new 52-week lows. Interesting Highlights From Today's 52-Week Lows Meta Platforms (NASDAQ:FB) was the biggest company on a market cap basis to set a new 52-week low.
Via
Benzinga
Expert Ratings For Vtex
↗
February 14, 2022
Over the past 3 months, 5 analysts have published their opinion on Vtex (NYSE:VTEX) stock. These analysts are typically employed by large Wall Street banks and tasked with...
Via
Benzinga
Stocks That Hit 52-Week Lows On Wednesday
↗
July 13, 2022
During Wednesday's session, 326 stocks hit new 52-week lows.
Via
Benzinga
VTEX Reports First Quarter 2022 Financial Results
May 12, 2022
From
VTEX Commerce Cloud Solutions LLC
Via
Business Wire
Analyst Ratings For Vtex
↗
January 25, 2022
Analysts have provided the following ratings for Vtex (NYSE:VTEX) within the ...
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For July 7, 2022
↗
July 07, 2022
Upgrades
Via
Benzinga
Analyst Ratings for Vtex
↗
July 05, 2022
Vtex (NYSE:VTEX) has observed the following analyst ratings within the last quarter:
Via
Benzinga
Stocks That Hit 52-Week Lows On Tuesday
↗
June 28, 2022
On Tuesday, 87 companies hit new 52-week lows.
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For April 29, 2022
↗
April 29, 2022
Upgrades
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Benzinga
Stocks That Hit 52-Week Lows On Friday
↗
June 24, 2022
On Friday, 61 companies hit new 52-week lows.
Via
Benzinga
VTEX to Announce First Quarter 2022 Financial Results on May 12, 2022
April 25, 2022
From
VTEX Commerce Cloud Solutions LLC
Via
Business Wire
Stocks That Hit 52-Week Lows On Monday
↗
June 13, 2022
During Monday's trading, 1214 companies set new 52-week lows.
Via
Benzinga
Stocks That Hit 52-Week Lows On Friday
↗
May 13, 2022
On Friday, 153 companies set new 52-week lows.
Via
Benzinga
Mid-Day Market Update: Crude Oil Tumbles Over 6%; Nkarta Shares Spike Higher
↗
April 25, 2022
U.S. stocks traded lower midway through trading, with the Dow Jones dropping more than 400 points on Monday.
Via
Benzinga
Short Report: Avis Budget, VTEX Short Interest At Multi-week Highs
↗
February 27, 2022
Rising short interest in VTEX has come up on our screen this week as a new name to monitor amid increasing volatility in short activity over the recent days.
Via
Talk Markets
Earnings Scheduled For May 12, 2022
↗
May 12, 2022
Companies Reporting Before The Bell • Chicago Atlantic Real (NASDAQ:REFI) is projected to report earnings for its first quarter.
Via
Benzinga
Stocks That Hit 52-Week Lows On Monday
↗
April 25, 2022
On Monday, 721 companies achieved new lows for the year.
Via
Benzinga
VTEX Reports Fourth Quarter 2021 Financial Results
February 24, 2022
From
VTEX Commerce Cloud Solutions LLC
Via
Business Wire
3 Stocks To Double Down On In 2022
↗
February 16, 2022
The markets are entering somewhat uncertain territory, as the S&P 500 recently experienced its 39th correction since the beginning of 1950 due to a combination...
Via
Benzinga
52 Biggest Movers From Yesterday
↗
February 15, 2022
Gainers BioDelivery Sciences International, Inc. (NASDAQ: BDSI) shares climbed 52.8% to close at $5.56 on Monday. Collegium Pharmaceutical will acquire BioDelivery Sciences...
Via
Benzinga
What 5 Analyst Ratings Have To Say About Vtex
↗
February 14, 2022
Vtex (NYSE:VTEX) has observed the following analyst ratings within the last quarter: Bullish Somewhat Bullish Indifferent Somewhat Bearish Bearish Total Ratings 2 2 1 0 0...
Via
Benzinga
32 Stocks Moving In Monday's Mid-Day Session
↗
February 14, 2022
Gainers BioDelivery Sciences International, Inc. (NASDAQ: BDSI) shares jumped 51.9% to $5.53. Collegium Pharmaceutical will acquire BioDelivery Sciences International at $5.60...
Via
Benzinga
VTEX to Announce Fourth Quarter 2021 Financial Results on February 24, 2022
February 08, 2022
From
VTEX Commerce Cloud Solutions LLC
Via
Business Wire
10 Biggest Price Target Changes For Tuesday
↗
January 18, 2022
Keybanc raised J.B. Hunt Transport Services, Inc. (NASDAQ:
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For February 14, 2022
↗
February 14, 2022
Upgrades According to Mizuho, the prior rating for Murphy Oil Corp (NYSE:MUR) was changed from Neutral to Buy. In the fourth quarter, Murphy Oil showed an EPS of $0.40,...
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For January 18, 2022
↗
January 18, 2022
Upgrades Canaccord Genuity upgraded the previous rating for Fortuna Silver Mines Inc (NYSE:
Via
Benzinga
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