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home
about us
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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
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Back Dated Performance Reports
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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
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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
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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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Total Asset Market (TAM sm) Presentation
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Event Schedule
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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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Amdocs Limited - Ordinary Shares
(NQ:
DOX
)
64.83
+0.49 (+0.76%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Mar 20, 2026
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All News about Amdocs Limited - Ordinary Shares
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PLDT's Smart Selects Amdocs to Transform Retail Operations with AI-Powered Store Genie
March 18, 2026
Via
ACCESS Newswire
Amdocs Brings AI-Accelerated Application Modernization to Enterprises with NVIDIA
March 16, 2026
Via
ACCESS Newswire
Amdocs Ltd (NASDAQ:DOX) Presents a Compelling Value Investment Case
↗
March 10, 2026
Via
Chartmill
3 Value Stocks Walking a Fine Line
March 10, 2026
The low valuation multiples for value stocks provide a margin of safety that growth stocks rarely offer. However, the challenge lies in determining whether t...
Via
StockStory
Amdocs Ltd. (NASDAQ:DOX): A High-Yield Dividend Stock Built on Profitability and Financial Strength
↗
March 05, 2026
Via
Chartmill
2 Services Stocks to Target This Week and 1 Facing Headwinds
March 04, 2026
Business services providers use their specialized expertise to help enterprises streamline operations and cut costs. But increasing competition from AI-drive...
Via
StockStory
Amdocs Ltd. (NASDAQ:DOX): A Quality Dividend Stock with Strong Fundamentals
↗
February 09, 2026
Via
Chartmill
Amdocs Ltd (NASDAQ:DOX) Presents a Compelling Value Investment Case
↗
February 07, 2026
Via
Chartmill
Amdocs (NASDAQ:DOX) Q1 2026 Earnings: EPS Beat Overshadowed by Revenue Miss and Cautious Q2 Outlook
↗
February 03, 2026
Via
Chartmill
MWC 2026: Vodafone Germany Multi-Year Transformation Reaches Commercial Launch with Amdocs
March 03, 2026
Via
ACCESS Newswire
The Agentic Era Redefines Customer Intimacy as AI is Set to Become the Primary Brand Interface
March 03, 2026
Via
ACCESS Newswire
MWC 2026: Amdocs Announces Research Collaboration with Stanford Researchers to Study AI's Impact on Software Engineering Productivity
March 02, 2026
Via
ACCESS Newswire
MWC 2026: Amdocs Unveils CES26, an Agent-driven BSS-OSS-Network Suite, powered by the Amdocs aOS Cognitive Core
March 02, 2026
Via
ACCESS Newswire
MWC 2026: Amdocs Launches Global eSIM Traveler Solution, Enabling Telcos to Reclaim the Roaming Journey
March 02, 2026
Via
ACCESS Newswire
MWC 2026: Amdocs and AWS Announce Multi-Year Strategic Collaboration to Accelerate AI-Driven Telecom Modernization
February 27, 2026
Via
ACCESS Newswire
MWC 2026: Amdocs Collaborates with Microsoft to Bring AI-Accelerated Application Modernization to Enterprises
February 27, 2026
Via
ACCESS Newswire
MWC 2026: Amdocs Collaborates with Google Cloud to Accelerate AI Adoption and Power the Agentic Telco Contact Center
February 27, 2026
Via
ACCESS Newswire
Amdocs to Speak at Morgan Stanley TMT Conference
February 23, 2026
Via
ACCESS Newswire
3 Reasons DOX is Risky and 1 Stock to Buy Instead
February 19, 2026
Over the past six months, Amdocs’s shares (currently trading at $69.75) have posted a disappointing 19.8% loss, well below the S&P 500’s 7.6% gain. This might have investors contemplating their next...
Via
StockStory
Topics
Stocks
Rogers, Lumen, Applied Digital, Amdocs, and HP Shares Plummet, What You Need To Know
February 17, 2026
A number of stocks fell in the afternoon session after investor fears over artificial intelligence disrupting the software industry sparked a broad sell-off. The anxiety stemmed from the rapid adoption...
Via
StockStory
Topics
Artificial Intelligence
5 Revealing Analyst Questions From Amdocs’s Q4 Earnings Call
February 10, 2026
Amdocs’ fourth quarter results were met with a positive market reaction, reflecting management’s emphasis on strengthening its product portfolio and expanding its customer base. CEO Shuky Sheffer...
Via
StockStory
Topics
Artificial Intelligence
Earnings
Amdocs Recognized as the Current Company to Beat in the 2025 Gartner AI Vendor Race: Amdocs Is the Company to Beat for AI in CSP Business Support Systems
February 09, 2026
Via
ACCESS Newswire
DOX Q4 Deep Dive: AI Investments, Major Customer Renewals, and Executive Transition
February 04, 2026
Telecom software provider Amdocs (NASDAQ:DOX) met Wall Streets revenue expectations in Q4 CY2025, with sales up 4.1% year on year to $1.16 billion. Its non-GAAP profit of $1.81 per share was 3% above...
Via
StockStory
Topics
Artificial Intelligence
Amdocs (DOX) Q1 2026 Earnings Call Transcript
↗
February 03, 2026
Amdocs (DOX) Q1 2026 Earnings Call Transcript
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Amdocs (NASDAQ:DOX) Reports Q4 CY2025 In Line With Expectations
February 03, 2026
Telecom software provider Amdocs (NASDAQ:DOX) met Wall Streets revenue expectations in Q4 CY2025, with sales up 4.1% year on year to $1.16 billion. Its non-GAAP profit of $1.81 per share was 3% above...
Via
StockStory
Topics
Artificial Intelligence
VIDAA Selects Amdocs MarketONE to Power a New Generation of OTT Subscription and Streaming Bundles on Smart TVs
February 03, 2026
Via
ACCESS Newswire
Amdocs Introduces aOS: An Agentic Operating System for Telecommunications
February 03, 2026
Via
ACCESS Newswire
T-Mobile USA, Inc. Enters into a Strategic Multi-Year Agreement with Amdocs to Support Its Customer Experience and Operational Excellence Journey
February 03, 2026
Via
ACCESS Newswire
Amdocs Limited Reports First Quarter Fiscal 2026 Results
February 03, 2026
Via
ACCESS Newswire
Amdocs Announces Shimie Hortig to Succeed Shuky Sheffer as President and CEO, Effective March 31, 2026
February 03, 2026
Via
ACCESS Newswire
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