Menu
home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
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
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 Buy Currently
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
Sample Portfolio
Sample Portfolio Analysis
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 sm Program
Services, Fees and Compensation
Account Requirements
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
Municipal Bond Presentation
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
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
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
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
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
Recent Quotes
View Full List
My Watchlist
Create Watchlist
Indicators
DJI
Nasdaq Composite
SPX
Gold
Crude Oil
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries
Latest News about CHNG
Recent news which mentions CHNG
Where to Invest $5,000 for the Next 10 Years
July 12, 2023
Tickers
CHNG
LHCG
PLTR
UNH
Tags
LHCG
Recent Press Releases
PLTR
From
Motley Fool
This Is the Best Time to Buy These 7 Long-Term Blue-Chip Stocks
October 10, 2022
Tickers
AAPL
CHNG
JNJ
KO
Tags
Market News
Stocks to Buy
JNJ
From
InvestorPlace
Raymond James Beefs Up UnitedHealth Price Target On Smoother Sailing Of Change Deal
September 22, 2022
Tickers
CHNG
LHCG
UNH
Tags
Price Target
LHCG
Benzinga
From
Benzinga
7 S&P 500 Stocks to Buy During a Stock Market Crash
September 22, 2022
Tickers
AAPL
BAC
CHNG
COST
Tags
UNH
CHNG
V
From
InvestorPlace
Why SOBR Safe Shares Surged Around 233%; Here Are 68 Biggest Movers From Yesterday
September 21, 2022
Tickers
AMPX
AMRS
ANVS
APE
Tags
Movers From Yesterday
NRBO
YJ
From
Benzinga
Why Is Change Healthcare (CHNG) Stock Soaring Today?
September 20, 2022
Tickers
CHNG
UNH
Tags
UNH
CHNG
Market News
From
InvestorPlace
ECB May Need Bigger Response to Fed After Hot German Inflation Report
September 20, 2022
Tickers
CGNX
CHNG
F
UNH
Tags
UNH
CHNG
Market News
From
Benzinga
How These 2 Nasdaq Stocks Are Bucking Tuesday's Tumble
September 20, 2022
Tickers
CHNG
UNH
WYNN
Tags
WYNN
^IXIC
CHNG
From
Motley Fool
Why Virios Therapeutics Is Trading Lower By 75%, Here Are 44 Stocks Moving In Tuesday's Mid-Day Session
September 20, 2022
Tickers
ADXN
AKA
AMPX
ARAV
Tags
CHNG
VRAX
ARAV
From
Benzinga
How Is The Market Feeling About Change Healthcare?
September 20, 2022
Tickers
CHNG
Tags
BZI/SHORTHIST
Benzinga
CHNG
From
Benzinga
Cognex, Oxford Industries And Some Other Big Stocks Moving Higher On Tuesday
September 20, 2022
Tickers
AMPX
BLUE
CGNX
CHNG
Tags
Movers
MSC
Market News
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For September 20, 2022
September 20, 2022
Tickers
AMX
BSM
CHNG
CIVI
Tags
Upgrades
WDC
CHNG
From
Benzinga
Top Financial Media Stories Tuesday, September 20: Apple Feels The Forex Pinch, Pepsi Ends Russian Production, Beyond Meat's COO Arrested And More..
September 20, 2022
Tickers
AAPL
AMZN
AXP
CHNG
Tags
XOM
AAPL
GS
From
Benzinga
Judge Says Yes To $13B UnitedHealth-Change Healthcare Merger: Report
September 20, 2022
Tickers
CHNG
UNH
Tags
Benzinga
Large Cap
Market News
From
Benzinga
Why O2Micro International Is Trading Higher By 7%; Here Are 25 Stocks Moving Premarket
September 20, 2022
Tickers
ADXN
ATHE
BCAN
CGNX
Tags
Pre/Market Outlook
Penny Stocks
PAGP
From
Benzinga
Judge denies DOJ’s request to block UnitedHealth’s acquisition of Change Healthcare
September 19, 2022
Tickers
CHNG
UNH
Tags
CHNG
UNH
From
MarketWatch
12 Health Care Stocks Moving In Monday's After-Market Session
September 19, 2022
Tickers
AGTC
ALR
ANPC
ATXI
Tags
RSLS
AGTC
Market News
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For September 7, 2022
September 07, 2022
Tickers
ACCD
ALVO
AMP
AMWL
Tags
CANO
PGNY
ANIP
From
Benzinga
10 Health Care Stocks With Whale Alerts In Today's Session
August 09, 2022
Tickers
ABBV
BAX
BSX
CHNG
Tags
MRNA
CHNG
ABBV
From
Benzinga
Change Healthcare's Earnings: A Preview
August 02, 2022
Tickers
CHNG
Tags
CHNG
Market News
Benzinga
From
Benzinga
Short Volatility Alert: Change Healthcare Inc.
July 13, 2022
Tickers
CHNG
Tags
Short Ideas
contributors
Trading Ideas
From
Benzinga
Short Volatility Alert: Change Healthcare Inc.
July 05, 2022
Tickers
CHNG
Tags
Short Ideas
contributors
Trading Ideas
From
Benzinga
2 Unstoppable Stocks to Buy and Forget
June 29, 2022
Tickers
CHNG
LHCG
NVDA
UNH
Tags
Market News
CHNG
LHCG
From
Motley Fool
Change Healthcare: Q4 Earnings Insights
May 25, 2022
Tickers
CHNG
Tags
BZI/Recaps
Earnings
Market News
From
Benzinga
Earnings Scheduled For May 25, 2022
May 25, 2022
Tickers
AESE
BMO
BNS
BOX
Tags
CIA
PLAB
VSAT
From
Benzinga
Preview: Change Healthcare's Earnings
May 24, 2022
Tickers
CHNG
Tags
Earnings
BZI/EP
Benzinga
From
Benzinga
3 Beginner Stocks That New Investors Can't Go Wrong With
April 20, 2022
Tickers
AMZN
CHNG
LHCG
UNH
Tags
Recent Press Releases
LHCG
CHNG
From
Motley Fool
Merger Arbitrage Mondays - WindAcre Doubles Its Stake In Nielsen Holdings (NLSN) And Other Deals
April 11, 2022
Tickers
CHNG
NLSN
TVTY
Tags
TVTY
Small Cap
contributors
From
Benzinga
12 Health Care Stocks Moving In Tuesday's Pre-Market Session
April 05, 2022
Tickers
ACER
ATXI
BVXV
CHNG
Tags
PRPO
RCUS
CUE
From
Benzinga
7 Top David Einhorn Stock Picks to Add to Your March Buy List
March 02, 2022
Tickers
BHF
CHNG
CPRI
GRBK
Tags
TACO
LIVN
SONO
From
InvestorPlace
Stock Quote API & Stock News API supplied by
www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the
Privacy Policy
and
Terms Of Service
.
© 2025 FinancialContent. All rights reserved.