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home
about us
Investment Approach
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Team Biographies
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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
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
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
Tax-Free Income Seminar
Bond Fund Seminar
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NICE Ltd - American Depositary Shares each representing one Ordinary Share
(NQ:
NICE
)
94.16
-0.30 (-0.32%)
Streaming Delayed Price
Updated: 4:00 PM EDT, May 26, 2026
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All News about NICE Ltd - American Depositary Shares each representing one Ordinary Share
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3 Top Tech Stocks That Could Make You a Millionaire
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NICE Ltd. (NASDAQ:NICE) Fits the 'Decent Value' Profile with a P/E Ratio of 7.58
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NICE Ltd. (NASDAQ:NICE): A Peter Lynch GARP Stock with a PEG of 0.61
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NICE LTD - SPON ADR (NASDAQ:NICE) Presents a Compelling Value Investment Case
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NICE LTD - SPON ADR (NASDAQ:NICE) Fits the Peter Lynch GARP Investment Model
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Yapi Kredi Transforms Customer Conversations into Revenue Opportunities with NiCE AI-Enabled Interaction Analytics
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NICE Actimize 2026 Fraud Insights Report Identifies a Crucial Turning Point for Digital Fraud Detection
April 28, 2026
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Bell Integration Selects NiCE CXone to Lead AI-Driven Service Desk Transformation
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NiCE Provides Webcast and Dial-in Details for its First Quarter 2026 Results Teleconference
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NICE Actimize Announces ENGAGE 2026 the Industry’s Leading Fraud & Financial Crime Risk Management Conference
April 15, 2026
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NICE LTD - SPON ADR (NASDAQ:NICE) Passes Key Peter Lynch GARP Investment Tests
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NICE stock aligns with Peter Lynch's GARP strategy, showing steady earnings growth, strong profitability, a debt-free balance sheet, and an attractive valuation with a low PEG ratio.
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NiCE CXone Integration with Epic Brings Patient Engagement and Context into One Workspace
April 13, 2026
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RPD Fund Opens Hefty $100 Million Position in Nice Stock Amid AI Worries
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March 19, 2026
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Via
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NICE Actimize Positioned as a Leading Luminary in Celent’s 2026 KYC Solutionscape and Technology Capabilities Matrix
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From
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Via
Business Wire
NICE Stock Fell Over 20% Last Quarter. One Investor Exited a $3 Million Position
↗
March 15, 2026
This cloud software provider delivers AI-driven platforms for customer engagement, compliance, and automation to global enterprises.
Via
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This Investor Is Betting $16 Million on a Software Stock Down 17% This Past Year. Here's What to Know
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March 15, 2026
Specializing in AI-powered cloud platforms, NICE delivers enterprise solutions for customer experience, analytics, and compliance worldwide.
Via
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On March 12, 2026, Sprinklr (NYSE: CXM) finds itself at a pivotal crossroads, signaling a potential end to its multi-year "identity transition." Following a robust Q4 FY26 earnings report that beat...
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