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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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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
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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
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
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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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Par Technology Stock Clears Key Benchmark With 82 RS Rating
↗
June 24, 2021
On Thursday, Par Technology stock got an upgrade to its Relative Strength Rating, from 75 to 82, making the software stock one to watch.
Via
Investor's Business Daily
Javelin Strategy & Research Names NCR Terafina Overall Leader in 2021 Small Business Digital Account Opening Scorecard
June 24, 2021
From
NCR Corporation
Via
Business Wire
NCR Corporation, the Industry Leader in Multi-Vendor Software, Is First to Achieve ATMIA Next Gen Level 2 API Certification
June 22, 2021
From
NCR Corporation
Via
Business Wire
NCR Completes Transaction with Cardtronics
June 21, 2021
From
NCR Corporation
Via
Business Wire
Stocks That Hit 52-Week Highs On Monday
↗
May 10, 2021
This morning 792 companies reached new 52-week highs. Points of Interest: JPMorgan Chase (NYSE: JPM) was the largest company by market cap to set a new 52-week high. The...
Via
Benzinga
Expert Ratings for NCR
↗
April 28, 2021
Within the last quarter, NCR (NYSE:NCR) has observed the following analyst ratings: Last 30 Days 1 Month Ago 2 Months Ago 3 Months Ago Bullish 0 0 0 0 Somewhat...
Via
Benzinga
Earnings Scheduled For April 27, 2021
↗
April 27, 2021
Companies Reporting Before The Bell • Camden National (NASDAQ:CAC) is projected to report quarterly earnings at $1.01 per share on revenue of $45.73 million. •...
Via
Benzinga
Transaction With Cardtronics Expected to Close June 21, 2021
June 15, 2021
From
NCR Corporation
Via
Business Wire
Logitech, Cricut Shares Fall As Morgan Stanley Moves To Sidelines
↗
June 11, 2021
Morgan Stanley on Friday downgraded shares of computer peripherals firms Cricut and Logitech on valuation. Cricut stock and Logitech stock fell on the news.
Via
Investor's Business Daily
5 Things You Might Not Know About New GameStop CEO Matt Furlong
↗
June 10, 2021
On Wednesday, GameStop Corporation (NYSE: GME) announced first quarter financial results and also that Matt Furlong will take over as the new CEO of the company. Here is a look at...
Via
Benzinga
Understanding NCR's Unusual Options Activity
↗
June 08, 2021
NCR (NYSE:NCR) shares experienced unusual options activity on Tuesday. The stock price moved up to $48.82 following the option alert. Sentiment: BEARISH Option Type: SWEEP Trade...
Via
Benzinga
Global Gaming Video Content Streaming Market Expected to Exponentially Flourish
June 10, 2021
Via
FinancialNewsMedia
NCR to Participate in RBC Capital Markets Financial Technology Conference
June 04, 2021
From
NCR Corporation
Via
Business Wire
Patrice Graves Named NCR’s Chief Human Resources Officer
June 03, 2021
From
NCR Corporation
Via
Business Wire
Mad Mex Restaurant Turns the Tables on Pandemic Disruption with NCR Aloha
May 20, 2021
From
NCR Corporation
Via
Business Wire
U.S. Century Bank Selects NCR to Transform Digital Banking for Consumers and Businesses
May 19, 2021
From
NCR Corporation
Via
Business Wire
NCR to Participate in Morgan Stanley Life After Covid: 2021 Thematic Conference
May 14, 2021
From
NCR Corporation
Via
Business Wire
Q1 13F Roundup: How Buffett, Einhorn, Ackman And Others Adjusted Their Portfolios
↗
May 18, 2021
The latest round of 13F filings from institutional investors is out, revealing to the world the stocks that some of the richest and most successful investors have been buying and...
Via
Benzinga
Cardtronics Shareholders Approve NCR Deal
May 11, 2021
From
NCR Corporation
Via
Business Wire
NCR Named a Global Leader in 2021 RBR Branch Transformation Report
May 07, 2021
From
NCR Corporation
Via
Business Wire
11 Information Technology Stocks Moving In Wednesday's Intraday Session
↗
April 28, 2021
Gainers Boxlight (NASDAQ:BOXL) shares moved upwards by 20.08% to $2.93 during Wednesday's regular session. Boxlight's stock is trading at a volume of 16.3 million...
Via
Benzinga
41 Stocks Moving In Wednesday's Mid-Day Session
↗
April 28, 2021
Gainers Aurora Mobile Limited (NASDAQ: JG) shares climbed 21.3% to $4.27 after Oppenheimer initiated coverage on the stock with an Outperform rating and a price target of $6 per...
Via
Benzinga
60 Biggest Movers From Yesterday
↗
April 29, 2021
Gainers Brooklyn ImmunoTherapeutics, Inc. (NYSE: BTX) shares gained 75.6% to settle at $43.73 on Wednesday. The company recently said it paid $1 million towards acquisition of...
Via
Benzinga
NCR (NCR) Q1 2021 Earnings Call Transcript
↗
April 28, 2021
NCR earnings call for the period ending March 31, 2021.
Via
The Motley Fool
Topics
Earnings
NCR: Q1 Earnings Insights
↗
April 27, 2021
Shares of NCR (NYSE:NCR) rose in after-market trading after the company reported Q1 results. Quarterly Results Earnings per share were up 64.52% over the past year to $0.51,...
Via
Benzinga
NCR Announces First Quarter 2021 Results
April 27, 2021
From
NCR Corporation
Via
Business Wire
NCR and Google Cloud Collaborate to Accelerate Digital Transformation in Banking
April 27, 2021
From
NCR Corporation
Via
Business Wire
NCR Commits to Increased ESG Disclosure with Launch of ESG Hub
April 26, 2021
From
NCR Corporation
Via
Business Wire
NCR Partners with U.S. Small Business Administration to Help Restaurants Receive Revitalization Fund Grants
April 26, 2021
From
NCR Corporation
Via
Business Wire
121 Financial Credit Union Selects NCR Digital Banking for Consumers and NCR Digital Banking for Business
April 26, 2021
From
NCR Corporation
Via
Business Wire
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