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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
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Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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Back Dated Performance Reports
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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
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Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
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Implementation
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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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Investing During Uncertain Times
Read FULL Seminar Here
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Vertex, Inc. - Class A Common Stock
(NQ:
VERX
)
23.24
-1.87 (-7.45%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Oct 29, 2025
Add to My Watchlist
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All News about Vertex, Inc. - Class A Common Stock
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Growth Fund Dumps $25 Million in Vertex Stock as Weak Quarter Hit Returns
October 26, 2025
Growth Fund Dumps $25 Million in Vertex Stock as Weak Quarter Hit Returns
Via
The Motley Fool
Topics
Regulatory Compliance
Vertex CEO David DeStefano Steps Down After 26 Years
October 21, 2025
Vertex, Inc. (NASDAQ: VERX) announced CEO David DeStefano's retirement and succession plan. Christopher Young chosen as new CEO.
Via
Benzinga
Topics
Retirement
Vertex Announces CEO Retirement and Succession Plan
October 21, 2025
From
Vertex Inc.
Via
GlobeNewswire
Vertex Achieves Oracle Validated Integration for Delivering a Proven, Repeatable Integration for Oracle’s ERP Solution
October 14, 2025
Vertex Accelerator for Oracle’s ERP offering gives customers an embedded, push-button integration with a powerful user interface, flexible mapping and accurate tax calculation to accelerate time to...
From
Vertex Inc.
Via
GlobeNewswire
Earnings Scheduled For August 6, 2025
August 06, 2025
Via
Benzinga
Earnings Scheduled For May 7, 2025
May 07, 2025
Via
Benzinga
Vertex and Kintsugi Launch AI-Powered Tax Automation Solution: Kintsugi powered by Vertex
October 08, 2025
From
Vertex Inc.
Via
GlobeNewswire
Vertex to Announce Third Quarter 2025 Financial Results on Monday, November 3, 2025
October 06, 2025
From
Vertex Inc.
Via
GlobeNewswire
A Glimpse Into The Expert Outlook On Vertex Through 7 Analysts
September 29, 2025
Ratings for Vertex (NASDAQ: VERX) were provided by 7 analysts in the past three months, showcasing a mix of bullish and bearish perspectives. The table below summarizes their recent ratings, showcasing...
Via
Benzinga
Analyst Expectations For Vertex's Future
April 16, 2025
Via
Benzinga
Navigating the Volatile Waters: Unearthing "Buyable Dips" in Today's Market
September 27, 2025
In the dynamic landscape of financial markets, the concept of a "buyable dip" remains one of the most enticing yet perilous propositions for investors. As of September 27, 2025, market participants are...
Via
MarketMinute
Topics
Earnings
Economy
Vertex to Present at Goldman Sachs Communacopia + Technology Conference
September 08, 2025
From
Vertex Inc.
Via
GlobeNewswire
Vertex Commerce Study: Off-Peak Shopping Trends Demand Smarter Tax Tech for Retailers
August 26, 2025
As 85% of consumers begin summer shopping in late winter, businesses face a new peak season – and a growing need for automated tax technology to manage product complexity and compliance
From
Vertex Inc.
Via
GlobeNewswire
Deep Dive Into Vertex Stock: Analyst Perspectives (6 Ratings)
August 07, 2025
Via
Benzinga
These Analysts Slash Their Forecasts On Vertex After Q2 Results
August 07, 2025
Via
Benzinga
12 Information Technology Stocks Moving In Wednesday's Intraday Session
August 06, 2025
Via
Benzinga
Vertex Inc. - Class A (NASDAQ:VERX) Reports Q2 2025 Earnings: Revenue Misses, EPS Beats Amid Market Skepticism
August 06, 2025
Vertex Inc. (VERX) Q2 2025 earnings missed revenue estimates at $184.6M but beat EPS at $0.15. Shares fell 5.2% pre-market amid growth concerns.
Via
Chartmill
Topics
Earnings
Vertex Announces Second Quarter 2025 Financial Results
August 06, 2025
From
Vertex Inc.
Via
GlobeNewswire
Vertex Report: U.S. Sees Continued Acceleration in Sales Tax Rates and Rules Changes
July 28, 2025
Vertex's 2025 Mid-Year Report reveals more than 400 implemented changes to U.S. sales tax rates and rules nationwide, highlighting growing compliance complexity for businesses
From
Vertex Inc.
Via
GlobeNewswire
Vertex to Announce Second Quarter 2025 Financial Results on Wednesday, August 6, 2025
July 08, 2025
From
Vertex Inc.
Via
GlobeNewswire
Vertex Expands Global Tax Integration Ecosystem with 65 New Enhancements
June 26, 2025
Extensive enhancements to tax technology portfolio empowers businesses with greater agility and accuracy
From
Vertex Inc.
Via
GlobeNewswire
Vertex Joins Oracle’s Enhanced PartnerNetwork Program
June 10, 2025
As a long-time Oracle partner, Vertex will continue to leverage Oracle technologies to drive customer success globally
From
Vertex Inc.
Via
GlobeNewswire
Waystar, OneStream, Vertex Among Analyst Favorites As Solid Guidance Fuel Bullish Outlook
May 27, 2025
After a rough start to the year, small- and mid-cap software stocks may be finding their footing. Goldman Sachs analyst Adam Hotchkiss says first-quarter results across his coverage were better than...
Via
Benzinga
Vertex Named a Finalist for 2025 SAP® Pinnacle Award in the SAP Store Category
May 19, 2025
From
Vertex Inc.
Via
GlobeNewswire
Vertex to Present at 20th Annual Needham Technology, Media, & Consumer Conference
May 08, 2025
From
Vertex Inc.
Via
GlobeNewswire
Vertex's $15M Investment Elevates Kintsugi To $150M Valuation–The Startup Aims To Simplify Tax Compliance For SMBs Worldwide
May 08, 2025
Via
Benzinga
Vertex Announces First Quarter 2025 Financial Results
May 07, 2025
From
Vertex Inc.
Via
GlobeNewswire
Vertex Study: Global Tax and Finance Leaders Significantly Shift in Support of e-Invoicing
May 06, 2025
Tax technology leader unveils new research showing overwhelming support of global mandates and the benefits of e-invoicing for financial health
From
Vertex Inc.
Via
GlobeNewswire
Vertex Announces Strategic Investment in AI Tax Compliance Startup Kintsugi
April 30, 2025
From
Vertex Inc.
Via
GlobeNewswire
Vertex to Announce First Quarter 2025 Financial Results on Wednesday, May 7, 2025
April 14, 2025
From
Vertex Inc.
Via
GlobeNewswire
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