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Brochure Supplement Dominick Savo
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Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
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Own Your Practice
Letter to Clients
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contact us
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Fixed Income Portfolio (FIP)
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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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
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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
)
19.01
-0.96 (-4.81%)
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 2, 2026
Add to My Watchlist
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All News about Vertex, Inc. - Class A Common Stock
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Amentum Stock Draws Fresh Buying Amid $14.4 Billion Revenue Year and 51% Stock Run
↗
December 24, 2025
Amentum’s path to the public markets is looking more like the setup for a long runway.
Via
The Motley Fool
Topics
Regulatory Compliance
Why a 63% Vertex Selloff Didn’t Scare Off a New $13 Million Investor
↗
December 24, 2025
After a brutal drawdown, Vertex is quietly doing the things long-term investors usually say they want and one fund just noticed.
Via
The Motley Fool
Vertex Stock: Why One Fund Lifted Its $94.3 Million Position Even as Shares Sank
↗
December 07, 2025
One fund just doubled down on a beaten-down tax-tech leader—here’s what they may be seeing that the market isn’t.
Via
The Motley Fool
Topics
Regulatory Compliance
Earnings Scheduled For November 3, 2025
↗
November 03, 2025
Via
Benzinga
Examining the Future: Vertex's Earnings Outlook
↗
October 31, 2025
Via
Benzinga
Why One Fund Just Put $23.5 Million Into Champion Homes Despite an 18% Stock Slide
↗
December 07, 2025
Strong fundamentals beneath a volatile stock—here’s why the latest buyer may be betting early on the next leg of growth.
Via
The Motley Fool
Topics
Regulatory Compliance
Centuri Stock Up 18% This Year: What a New $17 Million Position Signals for Investors
↗
December 07, 2025
Record revenue, a swelling backlog, and a growing utility-spending cycle—here’s why fresh institutional money is flowing into Centuri.
Via
The Motley Fool
Topics
Initial Public Offering
Regulatory Compliance
Why One Investor Just Doubled Down on Clearwater Analytics Stock with a $45 Million Position
↗
December 07, 2025
Clearwater’s stock has struggled this year—but its latest numbers tell a more nuanced story.
Via
The Motley Fool
Topics
Regulatory Compliance
Value Fund Cuts nCino Stake After $152 Million Quarter: What Long-Term Investors Should Know
↗
December 07, 2025
Why did one fund just cut its nCino stake despite one of the company’s strongest operating quarters yet?
Via
The Motley Fool
Topics
Artificial Intelligence
Regulatory Compliance
Vertex and CPA.com Announce AI-Driven Expansion of Tax Compliance Services for Accounting Firms
December 05, 2025
From
Vertex Inc.
Via
GlobeNewswire
Vertex Configuration Agent for Microsoft Dynamics 365 Now Available in the Microsoft Marketplace
November 18, 2025
Microsoft customers worldwide can now discover Vertex Configuration Agent through Microsoft Marketplace, accessing trusted solutions that accelerate innovation and business transformation with unified...
From
Vertex Inc.
Via
GlobeNewswire
Why Vertex Stock Got Mashed on Monday
↗
November 04, 2025
Investors didn't seem to be in a forgiving mood with the company's quarterly and annual guidance.
Via
The Motley Fool
Beyond The Numbers: 7 Analysts Discuss Vertex Stock
↗
November 04, 2025
Via
Benzinga
12 Information Technology Stocks Moving In Monday's Intraday Session
↗
November 03, 2025
Via
Benzinga
Vertex (VERX) Q3 2025 Earnings Call Transcript
↗
November 03, 2025
Vertex (VERX) Q3 2025 Earnings Call Transcript
Via
The Motley Fool
Topics
Earnings
Vertex Inc - Class A (NASDAQ:VERX) Reports Mixed Q3 2025 Results with EPS Beat and Revenue Miss
↗
November 03, 2025
Vertex (VERX) Q3 2025 earnings beat EPS estimates but revenue missed forecasts. The tax software firm announced a $150M stock buyback and new CEO from Microsoft.
Via
Chartmill
Topics
Earnings
Kimberly-Clark, Vertex And Other Big Stocks Moving Lower In Monday's Pre-Market Session
↗
November 03, 2025
Via
Benzinga
Vertex Announces Third Quarter 2025 Financial Results and $150 Million Class A Common Stock Repurchase Program
November 03, 2025
From
Vertex Inc.
Via
GlobeNewswire
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
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
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
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