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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
Total Asset Fund (TAF)
TAF sm Program
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Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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TAV Program
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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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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
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NICE Ltd - American Depositary Shares each representing one Ordinary Share
(NQ:
NICE
)
91.15
-3.01 (-3.20%)
Streaming Delayed Price
Updated: 4:00 PM EDT, May 27, 2026
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All News about NICE Ltd - American Depositary Shares each representing one Ordinary Share
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NICE WFM Leads Market Share For 10th Straight Year in DMG Consulting’s 2024 Workforce Management for the Enterprise in the Digital Era Report
August 06, 2024
From
NICE
Via
Business Wire
NICE and AT&T Expand Strategic Collaboration to Provide Integrated Solutions for Emergency Communications Centers
August 05, 2024
From
NICE Ltd.
Via
Business Wire
NICE Actimize Wins 2024 RegTech Insight Awards APAC for “Best Transaction Monitoring Solution”
August 01, 2024
From
NICE
Via
Business Wire
Peeling Back The Layers: Exploring NICE Through Analyst Insights
↗
July 25, 2024
Via
Benzinga
NICE Named 2024 MetriStar Top Provider for Self-Service, Agent Assistant Applications and Workforce Optimization, Highlighting the Platform Power of CXone
July 31, 2024
From
NICE
Via
Business Wire
NICE Actimize Named Most Innovative Client Onboarding & Lifecycle Management Platform by 2024 A-Team Innovation Awards
July 30, 2024
From
NICE
Via
Business Wire
Apple To Rally Around 10%? Here Are 10 Top Analyst Forecasts For Thursday
↗
July 25, 2024
Via
Benzinga
A Glimpse Into The Expert Outlook On NICE Through 12 Analysts
↗
June 12, 2024
Via
Benzinga
NICE Actimize Positioned as Highest-Scoring Vendor in 2024 Quadrant Knowledge Solutions SPARK Matrix Know Your Customer Report
July 24, 2024
From
NICE
Via
Business Wire
State Attorney’s Office for Florida’s Eighth Judicial Circuit Automates Digital Evidence Management with NICE Justice
July 23, 2024
From
NICE
Via
Business Wire
If You Can Only Buy One Tech Stock In July, It Better Be One Of These 3 Names
↗
July 19, 2024
Discover the best tech stocks in July for potentially huge returns. Make the smart choice by investing in one of these three tech stocks.
Via
InvestorPlace
NASDAQ:NICE is an undervalued gem with solid fundamentals.
↗
July 19, 2024
For those who appreciate value investing, NICE LTD - SPON ADR (NASDAQ:NICE) is a compelling option with its solid fundamentals.
Via
Chartmill
NICE Named MetriStar Top Provider in 2024 Metrigy CCaaS Platforms Report
July 17, 2024
From
NICE
Via
Business Wire
NICE’s NTR-X Compliance Recording and Assurance Secures Transactable Solution Status in Microsoft’s Azure Marketplace
July 16, 2024
From
NICE
Via
Business Wire
Orange Cyberdefense Selects NICE CXone for Customer Service Excellence and Simplified Global Operations
July 10, 2024
From
NICE
Via
Business Wire
NICE Announces International CX Excellence Award Winners, Demonstrating CX AI Mastery
July 09, 2024
From
NICE
Via
Business Wire
7 Overlooked AI Stocks That Deserve the Wall Street Spotlight
↗
July 09, 2024
Although investors can choose to run with the crowd, a more prudent idea could be to target overlooked AI stocks.
Via
InvestorPlace
Topics
Artificial Intelligence
NICE Actimize Named a Leader in the IDC MarketScape for Worldwide Enterprise Fraud Solutions 2024 Vendor Assessment
July 03, 2024
From
NICE Actimize
Via
Business Wire
NASDAQ:NICE appears to be flying under the radar despite its strong fundamentals.
↗
June 27, 2024
NICE LTD - SPON ADR (NASDAQ:NICE) stands out as a stock that provides good value for the fundamentals it showcases.
Via
Chartmill
NICE Named a Leader In 2024 IDC MarketScape for Contact Center as a Service Report
June 26, 2024
From
NICE
Via
Business Wire
Top 3 Tech Stocks Which Could Rescue Your Portfolio In June
↗
June 25, 2024
Via
Benzinga
3 Artificial Intelligence (AI) Stocks That Are Screaming Deals
↗
June 23, 2024
These aren't the usual AI suspects, but AI is providing each company with a business tailwind.
Via
The Motley Fool
Topics
Artificial Intelligence
NICE’s Inaugural International Happiness Index Finds 78% of People Think Leveraging AI In Customer Service Can Make Them Happier Consumers
June 20, 2024
From
NICE
Via
Business Wire
Want to Go Value Hunting? These 3 Stocks Are Undervalued, According to Select Wall Street Analysts.
↗
June 16, 2024
This trio of stocks has 25% to 57% upside, according to the professionals.
Via
The Motley Fool
Uber To Rally Around 38%? Here Are 10 Top Analyst Forecasts For Wednesday
↗
June 12, 2024
Via
Benzinga
NICE Announces Elite Partners of the Year Awards at Interactions 2024, Expanding the Reach of CX AI To New Heights
June 12, 2024
From
NICE
Via
Business Wire
NICE Announces CX Excellence Award Winners at Interactions 2024, Playing Pivotal Roles in Shaping the Future of CX
June 12, 2024
From
NICE
Via
Business Wire
The 3 Most Undervalued Cloud Stocks to Buy in June 2024
↗
June 12, 2024
AI infrastructure and applications have bolstered cloud demand. Here are three undervalued cloud stocks set to benefit from such growth!
Via
InvestorPlace
Topics
Artificial Intelligence
NICE Unveils CXone Mpower, The Ultimate CX-Aware AI Offering, Providing Continuous, Memory-Driven Human and AI Collaboration
June 11, 2024
From
NICE
Via
Business Wire
NICE Launches 1CX, An All-In-One UCaaS for $5 Per User Per Month
June 11, 2024
From
NICE
Via
Business Wire
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