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Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
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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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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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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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Implementation
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Professional Alliance Network
Client Service Approach
Client's Responsibilities
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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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Market Value Securities (MVS sm) Presentation
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Investing During Uncertain Times
Read FULL Seminar Here
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Vertex, Inc. - Class A Common Stock
(NQ:
VERX
)
12.58
-0.31 (-2.40%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Sep 16, 2026
Add to My Watchlist
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All News about Vertex, Inc. - Class A Common Stock
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Vertex to Present at the Goldman Sachs Communacopia + Technology Conference
September 03, 2026
From
Vertex Inc.
Via
GlobeNewswire
Vertex Report: Rising Sales Tax Rates Signal a New Era of Tax Volatility
August 13, 2026
Mid-year data shows state and local tax volatility is rising as a wider global shift toward continuous, digital tax compliance raises the stakes for businesses
From
Vertex Inc.
Via
GlobeNewswire
Vertex (VERX) Q2 2026 Earnings Call Transcript
↗
August 10, 2026
AI adoption jumped to 89% as Vertex narrows full-year guidance on cloud timing.
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Vertex Inc (NASDAQ:VERX) Q1 Beat and Raised Guidance Highlight Cloud Momentum and Cost Plan
↗
May 07, 2026
Via
Chartmill
Vertex Inc - Class A (NASDAQ:VERX) Shares Drop 9% on Q4 Revenue Miss and Cautious 2026 Outlook
↗
February 11, 2026
Via
Chartmill
Vertex Analysts Lower Their Forecasts Following Q2 Results
↗
August 04, 2026
Vertex Inc (NASDAQ:VERX) reported strong Q2 earnings, exceeding analyst estimates. Sales for Q3 also expected to beat market estimates.
Via
Benzinga
Vertex Expands Leadership Team to Power the Next Chapter of Growth
August 04, 2026
Chatelle Lynch, Carlos Mercuriali, and Bala Chandran join Vertex, advancing the company's vision for how the world's leading brands transact, comply, and grow
From
Vertex Inc.
Via
GlobeNewswire
Vertex Q2 Earnings Call Highlights
↗
August 03, 2026
Vertex (NASDAQ:VERX) reported second-quarter revenue at the high end of its guidance range and raised its full-year adjusted EBITDA outlook, as the tax technology company cited cost discipline, stable...
Via
MarketBeat
Topics
Artificial Intelligence
Earnings
Vertex Announces Second Quarter 2026 Financial Results
August 03, 2026
From
Vertex Inc.
Via
GlobeNewswire
New Vertex Research Signals a Turning Point for Indirect Tax and Compliance: The Rise of Decision-to-Defense
July 30, 2026
Drawing on more than 2,100 enterprise leaders across two independent research firms, the findings reveal two compounding forces — Defensibility Drift and CompOps Drag — that widen a Compliance...
From
Vertex Inc.
Via
GlobeNewswire
Vertex to Announce Second Quarter 2026 Financial Results on Monday, August 3, 2026
July 14, 2026
From
Vertex Inc.
Via
GlobeNewswire
Why Vertex Stock Is Rising Today
↗
June 29, 2026
One firm sees room for this tech stock to run.
Via
The Motley Fool
Vertex (VERX) Q1 2026 Earnings Transcript
↗
June 01, 2026
Vertex (VERX) Q1 2026 Earnings Transcript
Via
The Motley Fool
Vertex to Present at the 46th Annual William Blair Growth Stock Conference
June 01, 2026
From
Vertex Inc.
Via
GlobeNewswire
New Vertex Research Highlights Rising Revenue Risk from IT, Tax, and Finance Misalignment
May 19, 2026
Only 12% of organizations globally have fully integrated tax technology, even as real-time compliance becomes business critical
From
Vertex Inc.
Via
GlobeNewswire
Vertex Q1 Earnings Call Highlights
↗
May 09, 2026
Vertex (NASDAQ:VERX) reported first-quarter 2026 results above its guidance range and raised its full-year profitability outlook as management outlined a cost-reduction program intended to fund...
Via
MarketBeat
Topics
Artificial Intelligence
Earnings
Vertex Announces First Quarter 2026 Financial Results
May 07, 2026
From
Vertex Inc.
Via
GlobeNewswire
Vertex to Announce First Quarter 2026 Financial Results on Thursday, May 7, 2026
April 13, 2026
From
Vertex Inc.
Via
GlobeNewswire
Vertex Advances AI-Powered Capabilities to Improve How Enterprises Execute Compliance
April 07, 2026
From
Vertex Inc.
Via
GlobeNewswire
Vertex Now Available on Oracle Marketplace
March 17, 2026
Vertex available on Oracle Cloud Infrastructure enables rapid deployment and advanced global tax management
From
Vertex Inc.
Via
GlobeNewswire
Tensile Capital Management Bets on Centuri Holdings, Buys $23.6 Million Worth, According to Recent SEC Filing
↗
March 10, 2026
Centuri Holdings serves North American electric and gas utilities with infrastructure services anchored by long-term contracts.
Via
The Motley Fool
Topics
Regulatory Compliance
Investment Firm Sheds 384,000 Shares of VERX Stock, According to Latest SEC Filing
↗
March 10, 2026
Vertex delivers tax technology software and SaaS solutions to corporations seeking streamlined compliance and integration capabilities.
Via
The Motley Fool
Topics
Regulatory Compliance
Investment Manager Sells $3.2 Million Worth of CWAN Stock, According to Recent SEC Filing
↗
March 09, 2026
Clearwater Analytics provides cloud-based investment data and reporting tools for institutional clients in the financial sector.
Via
The Motley Fool
Topics
Regulatory Compliance
Vertex to Present at Upcoming Conferences
February 27, 2026
From
Vertex Inc.
Via
GlobeNewswire
Why Vertex Stock Zoomed Almost 6% Higher on Thursday
↗
February 19, 2026
The company has several juicy growth opportunities ahead of it, a market professional tracking its fortunes believes.
Via
The Motley Fool
Topics
Artificial Intelligence
Vertex (VERX) Q4 2025 Earnings Call Transcript
↗
February 11, 2026
Vertex (VERX) Q4 2025 Earnings Call Transcript
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Vertex Announces Fourth Quarter and Full Year 2025 Financial Results
February 11, 2026
From
Vertex Inc.
Via
GlobeNewswire
Vertex Report: U.S. Sees Record-Level Growth in Sales Tax Rates and Rules Changes in 2025 Amid Fiscal Uncertainty
February 03, 2026
2025 data reveals a 10-year high in new taxes enacted, and the first increase in average state sales tax rates in three years, as jurisdictions pivot to address budget shortfalls
From
Vertex Inc.
Via
GlobeNewswire
Vertex to Announce Fourth Quarter 2025 Financial Results on Wednesday, February 11, 2026
January 12, 2026
From
Vertex Inc.
Via
GlobeNewswire
Built In Honors Vertex in Its Esteemed 2026 Best Places To Work Awards
January 06, 2026
Vertex Earns Two Placements on Built In’s Best Places to Work List, Highlighting Three Consecutive Years of Recognition
From
Vertex Inc.
Via
GlobeNewswire
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