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home
about us
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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
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TAF sm Program
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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
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Client's Responsibilities
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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
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Total Asset Fund (TAF)
TAF® Program
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Additional Information
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Event Schedule
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Event Schedule
Market Value Securities (MVS sm) Presentation
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Investing During Uncertain Times
Read FULL Seminar Here
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TTEC Holdings, Inc. - Common Stock
(NQ:
TTEC
)
1.730
-0.600 (-25.75%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Aug 11, 2026
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All News about TTEC Holdings, Inc. - Common Stock
< Previous
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TeleTech Q2 Earnings Call Highlights
↗
August 11, 2026
TeleTech (NASDAQ:TTEC) reported second-quarter results that fell short of its plan, as revenue and profitability declined from a year earlier amid pressure in its Engage segment. Management said it is...
Via
MarketBeat
Topics
Earnings
Traders are paying attention to the gapping stocks in Tuesday's session.
↗
August 11, 2026
Via
Chartmill
TTEC Announces Second Quarter 2026 Financial Results
August 10, 2026
From
TTEC Services Corporation
Via
GlobeNewswire
TTEC Schedules Second Quarter 2026 Earnings Release and Webcast of Investor Conference Call
August 03, 2026
From
TTEC Services Corporation
Via
GlobeNewswire
TTEC Holdings Inc (NASDAQ:TTEC) Slides After Q1 Miss, But Full-Year Guidance Holds Steady
↗
May 07, 2026
Via
Chartmill
TTEC Holdings Inc (NASDAQ:TTEC) Q4 2025 Earnings Beat Estimates, Shares Surge
↗
February 26, 2026
Via
Chartmill
Topics
Earnings
TTEC Digital Deploys First Live Salesforce Customer on Agentforce Contact Center
July 23, 2026
New Agentforce Contact Center implementation helps Compass Working Capital automate financial coaching workflows, save an estimated 6,000 hours annually, and deliver AI-powered voice support
From
TTEC Digital
Via
GlobeNewswire
TTEC’s Latest Customer Strategist Journal Examines Seven Shifts Reshaping Customer Experience in the AI Era
June 24, 2026
New issue, "CX Under Pressure," reveals how organizations can balance AI innovation, customer trust, and operational efficiency in a rapidly changing marketplace
From
TTEC Services Corporation
Via
GlobeNewswire
TTEC Digital Achieves NiCE Platinum Partner Status
June 18, 2026
Highest partnership tier recognizes TTEC Digital’s strategic alignment, delivery excellence, and customer impact
From
TTEC Digital
Via
GlobeNewswire
TTEC Launches TTEC VeriCycle, an AI-Powered Healthcare Claims Intelligence Solution to Reduce Denials and Accelerate Reimbursement
June 11, 2026
New healthcare solution helps payers and providers improve claims accuracy, prevent denials, and optimize reimbursement outcomes
From
TTEC Services Corporation
Via
GlobeNewswire
TTEC (TTEC) Q1 2026 Earnings Call Transcript
↗
June 01, 2026
TTEC (TTEC) Q1 2026 Earnings Call Transcript
Via
The Motley Fool
Topics
Earnings
TTEC Launches TTEC Titan™, an AI-Powered Security Platform for Remote Customer Experience Operations
May 28, 2026
New platform helps enterprises securely scale remote contact center and CX operations with AI-powered security, compliance, fraud prevention, and workforce resilience
From
TTEC Services Corporation
Via
GlobeNewswire
TTEC and Volkswagen Group UK Expand Strategic Collaboration with New Seven-Year Agreement
May 21, 2026
From
TTEC Services Corporation
Via
GlobeNewswire
TTEC Digital Selected for Salesforce Forward Deployed Engineering Partner Network
May 19, 2026
New designation recognizes TTEC Digital’s expertise in helping organizations move Agentforce and AI agent initiatives from pilot programs to secure, production-ready customer experience solutions
From
TTEC Digital
Via
GlobeNewswire
TTEC Digital Signs Strategic Collaboration Agreement with AWS to Accelerate Amazon Connect Adoption
May 13, 2026
From
TTEC Digital
Via
GlobeNewswire
TeleTech Q1 Earnings Call Highlights
↗
May 09, 2026
TeleTech (NASDAQ:TTEC) reported lower first-quarter revenue and profit compared with a year earlier, while management reiterated its full-year 2026 outlook and said investments in artificial...
Via
MarketBeat
Topics
Artificial Intelligence
Earnings
TTEC Announces First Quarter 2026 Financial Results and Reiterates Outlook for Full Year 2026
May 07, 2026
From
TTEC Services Corporation
Via
GlobeNewswire
TTEC Recognized as a Major Contender in Everest Group’s 2026 Healthcare CXM Intelligent Operations PEAK Matrix® Assessment
April 30, 2026
Recognition highlights TTEC’s strength in delivering AI-enabled, outcomes-driven customer experience solutions for healthcare organizations
From
TTEC Services Corporation
Via
GlobeNewswire
TTEC Advances Its Commitments to Employee Well-Being and Environmental Stewardship in Its Latest Impact and Sustainability Report
April 07, 2026
New report underscores progress in sustainability, enhanced disclosures, and continued investment in employees and communities
From
TTEC Services Corporation
Via
GlobeNewswire
As AI Collides with Legacy Contact Center Technology, TTEC Digital’s Latest Software Release Is Rewriting the Enterprise AI Playbook
April 02, 2026
From
TTEC Digital
Via
GlobeNewswire
TTEC Holdings Announces Leadership Transition for TTEC Digital
March 23, 2026
Chris Brown named president of TTEC Digital; David Seybold to depart April 30
From
TTEC Services Corporation
Via
GlobeNewswire
TTEC Debuts Fin-TTEC: A Specialized Practice Built to Power the Next Era of Fintech Growth
March 16, 2026
New purpose-built fintech practice delivers flexible, end-to-end operational support powered by AI-human integration
From
TTEC Services Corporation
Via
GlobeNewswire
TTEC Earns Great Place to Work® Certification in 15 Countries
March 11, 2026
From
TTEC Services Corporation
Via
GlobeNewswire
TTEC Takes Home Seven Stevie® Awards for Pioneering AI-Driven Customer Experience and Sales Excellence
March 10, 2026
Recognitions highlight leadership at the intersection of data, AI, and the future of CX
From
TTEC Services Corporation
Via
GlobeNewswire
TTEC Digital Achieves Dual Honors in Google Cloud Public Sector Innovation
March 05, 2026
Recognized for expertise in customer engagement and validated in data and analytics, TTEC Digital is accelerating the path to AI-enabled government.
From
TTEC Digital
Via
GlobeNewswire
Gapping stocks in Friday's session
↗
February 27, 2026
Via
Chartmill
TTEC (TTEC) Q4 2025 Earnings Call Transcript
↗
February 27, 2026
TTEC (TTEC) Q4 2025 Earnings Call Transcript
Via
The Motley Fool
Topics
Earnings
TTEC Announces Fourth Quarter and Full Year 2025 Financial Results
February 26, 2026
From
TTEC Services Corporation
Via
GlobeNewswire
TTEC Sets New Standard for AI-Driven Frontline Performance with TTEC Perform™ and TTEC RealSkill™
February 16, 2026
Integrated AI training and performance ecosystem significantly improves associate proficiency, performance and sales across TTEC’s global contact centers
From
TTEC Services Corporation
Via
GlobeNewswire
TTEC Schedules Fourth Quarter and Full Year 2025 Earnings Release and Webcast of Investor Conference Call
February 11, 2026
From
TTEC Services Corporation
Via
GlobeNewswire
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