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home
about us
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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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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
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
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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
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
)
116.07
-0.50 (-0.43%)
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 13, 2026
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All News about NICE Ltd - American Depositary Shares each representing one Ordinary Share
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AOK Bayern Transforms Healthcare Service for 4.5 Million Members with NiCE’s CXone CX AI Platform
Today 8:00 EST
From
NiCE
Via
Business Wire
NICE Actimize Recognized as a Leader in Enterprise Fraud Solutions in Asia Pacific by Leading Analyst Firm
January 06, 2026
From
NICE Actimize
Via
Business Wire
Why One Fund Added $6.1 Million to Magnite Stock Despite a Flat 12 Months
↗
January 05, 2026
This digital advertising firm enables publishers to manage and monetize ad inventory across channels through its independent platform.
Via
The Motley Fool
Topics
Regulatory Compliance
NICE Ltd. (NASDAQ:NICE) Presents a Compelling Value Case with Strong Fundamentals
↗
January 02, 2026
Via
Chartmill
Earnings Scheduled For November 13, 2025
↗
November 13, 2025
Via
Benzinga
Certara Stock Fell 23% After Earnings and This Fund Bought Up $3 Million Anyway
↗
January 05, 2026
Certara provides biosimulation software and regulatory solutions to global biopharma clients, supporting drug development and approvals.
Via
The Motley Fool
Varonis Stock Sank 49% on Earnings, but One Fund Still Boosted Its Bet to $11 Million
↗
January 05, 2026
Varonis Systems delivers data security and analytics software for enterprises managing sensitive information across global IT environments.
Via
The Motley Fool
Topics
Intellectual Property
Regulatory Compliance
One Texas Fund Has a $9 Million Bet on Tennant Even as Shares Lag the S&P 500 by 24 Percentage Points
↗
January 05, 2026
This cleaning equipment firm serves global commercial and industrial clients with a broad portfolio and sustainable technology offerings.
Via
The Motley Fool
Topics
Regulatory Compliance
Stocks
NiCE Launches Local Dedicated CXone Mpower Instance in South Africa, Expanding AI Customer Experience Capabilities Across the Continent
December 10, 2025
From
NiCE
Via
Business Wire
NiCE Advances ESG Leadership with Strong Performance in Sustainability, Governance, and Innovation
December 08, 2025
From
NiCE
Via
Business Wire
NiCE Announces Upcoming Conference Participation
November 28, 2025
From
NiCE
Via
Business Wire
NICE (NICE) Q3 2025 Earnings Call Transcript
↗
November 27, 2025
NICE (NICE) Q3 2025 Earnings Call Transcript
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Black Creek’s Stake Reduction and the Larger Transition Unfolding Inside NICE’s Cloud and AI Platform
↗
November 21, 2025
NICE sits at the center of two critical enterprise markets: customer experience and financial crime prevention. This piece breaks down what is changing inside the business and why its next phase of...
Via
The Motley Fool
Topics
Artificial Intelligence
Regulatory Compliance
Congressman Buys Shares Of Small AI Company You've Probably Never Heard Of
↗
November 19, 2025
A congressman bought shares in a small AI company. Here's why that could be a trade worth watching.
Via
Benzinga
Topics
Artificial Intelligence
NiCE Named a Leader in IDC MarketScape European Contact Center-as-a-Service Vendor Assessment 2025
November 19, 2025
From
NiCE
Via
Business Wire
Why NiCE Stock Crumbled Today
↗
November 18, 2025
Pundits tracking the stock haven't exactly been bullish on it lately.
Via
The Motley Fool
Topics
Artificial Intelligence
AI’s Reality Check: A Deep Dive into the Late 2025 Tech Stock Slump
November 18, 2025
Late 2025 witnessed a significant and unsettling retreat in tech stocks, particularly those closely tied to Artificial Intelligence (AI). After a period of unprecedented growth fueled by the promise of...
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Fraud
12 Information Technology Stocks Moving In Tuesday's Intraday Session
↗
November 18, 2025
Via
Benzinga
Helmerich and Payne, Invivyd, Home Depot And Other Big Stocks Moving Lower In Tuesday's Pre-Market Session
↗
November 18, 2025
Via
Benzinga
NiCE and IGT Solutions Accelerate AI-First CX Transformation for Global Brands with CXone Mpower
November 18, 2025
From
NiCE
Via
Business Wire
12 Information Technology Stocks Moving In Tuesday's Pre-Market Session
↗
November 18, 2025
Via
Benzinga
Why Gorilla Technology Shares Are Trading Higher By Around 14%; Here Are 20 Stocks Moving Premarket
↗
November 18, 2025
Via
Benzinga
NiCE: A Strong Contender in the Cloud Computing Arena
↗
November 17, 2025
Could NiCE be the next big winner in the cloud computing space? Join us as we break down its strengths, weaknesses, and potential for growth in a rapidly evolving market.
Via
The Motley Fool
NiCE Appoints Arun Chandra as Chief Operating Officer to Lead Newly Formed Global Customer Operations
November 17, 2025
From
NiCE
Via
Business Wire
12 Information Technology Stocks Moving In Friday's After-Market Session
↗
November 14, 2025
Via
Benzinga
12 Information Technology Stocks Moving In Thursday's Intraday Session
↗
November 13, 2025
Via
Benzinga
Spectrum Brands Posts Upbeat Q3 Earnings, Joins Ondas Holdings, Firefly Aerospace, Cellebrite DI And Other Big Stocks Moving Higher On Thursday
↗
November 13, 2025
Via
Benzinga
NICE Just Showed Why Its AI-First Strategy Is Winning
↗
November 13, 2025
NICE Ltd (NASDAQ: NICE) shares surge after beating street estimates with 13% cloud revenue growth and raised full-year outlook.
Via
Benzinga
NiCE Reports 13% Year-Over-Year Cloud Revenue Growth for the Third Quarter 2025 and Raises Full-Year 2025 Revenue Guidance
November 13, 2025
From
NiCE
Via
Business Wire
Examining the Future: NICE's Earnings Outlook
↗
November 12, 2025
Via
Benzinga
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