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 Companies
Recent news which mentions Companies
< Previous
1
2
...
14
15
16
17
18
19
20
21
22
...
30
31
Next >
Pharmacy staff from Walgreens, CVS say they’re at a breaking point — here’s what their days look like
October 27, 2023
Tags
Business News
Biotechnology
Business
From
CNBC.com News
Saudi Arabia is serious about its Jan. 1 deadline for companies to move regional headquarters to Riyadh — or lose out on government contracts
October 27, 2023
Tags
World Politics
Companies
Business
From
CNBC.com News
Huawei's surprise 5G smartphone helped it grow quicker than Apple in China
October 26, 2023
Tags
Earnings
Politics
Technology
From
CNBC.com News
PS5 is fully stocked for first time and on track for record sales this year, top Sony exec says
October 26, 2023
Tags
Markets
Asia News
Companies
From
CNBC.com News
Pfizer's combination Covid, flu vaccine will move to final-stage trial after positive data
October 26, 2023
Tags
Moderna Inc
Biotechnology
Pfizer Inc
From
CNBC.com News
Bristol Myers Squibb earnings top estimates even as top-selling drug fights generic competition
October 26, 2023
Tags
Breaking news
Business News
Pharmaceuticals
From
CNBC.com News
Merck results beat expectations on strong Keytruda, Gardasil and Covid drug growth
October 26, 2023
Tags
Breaking News: Earnings
Moderna Inc
Biotechnology
From
CNBC.com News
More convenient form of breakthrough Alzheimer's drug Leqembi shows promising results in study
October 25, 2023
Tags
US: News
Companies
Biogen Inc
From
CNBC.com News
RSV vaccine from GSK shows potential to protect adults 50 to 59
October 25, 2023
Tags
Immunizations
GSK plc
Pfizer Inc
From
CNBC.com News
CVS to pull certain cold medicines containing decongestant phenylephrine from store shelves
October 19, 2023
Tags
Biotechnology
Health & Science
CVS Health Corp
From
CNBC.com News
Sanofi to offer insulin product for $35 to all Americans through GoodRx
October 19, 2023
Tags
Companies
Biotech and Pharmaceuticals
US: News
From
CNBC.com News
Pfizer to price Covid drug Paxlovid at $1,390 per course
October 18, 2023
Tags
US: News
Biotech and Pharmaceuticals
Companies
From
CNBC.com News
Huawei spin-off Honor says ESG will play a big role in its IPO and is 'embedded' in its DNA
October 18, 2023
Tickers
IPOS
Tags
China Economy
Technology: Companies
Technology: Trends
From
CNBC.com News
Johnson & Johnson beats on earnings and hikes outlook as medtech, pharmaceutical sales surge
October 17, 2023
Tags
Breaking News: Earnings
Health & Science
Johnson & Johnson
From
CNBC.com News
Apple CEO Tim Cook makes surprise visit to China as iPhone 15 gets off to a challenging start
October 17, 2023
Tickers
CEOS
Tags
Asia News
Companies
iPhone
From
CNBC.com News
AI gave tech giants a $2.5 trillion boost to their market caps in 2023
October 17, 2023
Tags
Venture Capital
Markets
Companies
From
CNBC.com News
Pharmacy staff from Walgreens, other chains could stage nationwide walkout and rallies in coming weeks
October 13, 2023
Tags
CVS Health Corp
Biotechnology
Health & Science
From
CNBC.com News
Novo Nordisk hikes outlook on soaring demand for Wegovy, Ozempic
October 13, 2023
Tags
Business
Earnings
Health care industry
From
CNBC.com News
Incoming Walgreens CEO doesn't mention walkouts as he praises pharmacy staff
October 12, 2023
Tags
Retail
US: News
Walgreens Boots Alliance Inc
From
CNBC.com News
Walgreens profit outlook comes up short as demand declines for Covid vaccines and tests
October 12, 2023
Tags
Breaking News: Earnings
Health & Science
Dividends
From
CNBC.com News
Novavax's updated Covid vaccine can still catch up to Pfizer, Moderna shots this fall
October 07, 2023
Tags
Health & Science
Moderna Inc
Pfizer Inc
From
CNBC.com News
Weight loss drugs may be linked to stomach paralysis, other rare but severe issues, study says
October 05, 2023
Tags
Biotechnology
Health & Science
Novo Nordisk A/S
From
CNBC.com News
Moderna combination Covid, flu vaccine moves to final stage trial after positive data
October 04, 2023
Tags
Moderna Inc
Pfizer Inc
GSK plc
From
CNBC.com News
FDA approves updated Novavax Covid vaccine as Pfizer, Moderna shots roll out in U.S.
October 03, 2023
Tags
Social issues
Health & Science
Moderna Inc
From
CNBC.com News
Drugmakers opt in to Medicare drug price negotiations – here's what happens next
October 02, 2023
Tags
Breaking news
Abbvie Inc
Business News
From
CNBC.com News
Federal judge declines to block Medicare price negotiations
September 29, 2023
Tags
Law and Regulation
Medicare Part D
Lawsuits
From
CNBC.com News
Shares of biotech startup Structure Therapeutics surge more than 30% on promising obesity pill data
September 29, 2023
Tags
Pfizer Inc
Biotechnology
Novo Nordisk A/S
From
CNBC.com News
Ad spending for obesity, diabetes drugs is soaring this year, as drugmakers shell out nearly $500 million
September 29, 2023
Tags
US: News
Companies
Biotech and Pharmaceuticals
From
CNBC.com News
AstraZeneca, Boehringer Ingelheim to participate in Medicare drug price negotiations
September 27, 2023
Tags
Business News
Business
Pharmaceuticals
From
CNBC.com News
Ozempic, Wegovy drug prescriptions hit 9 million, surge 300% in under three years
September 27, 2023
Tags
Social issues
Health & Science
Novo Nordisk A/S
From
CNBC.com News
< Previous
1
2
...
14
15
16
17
18
19
20
21
22
...
30
31
Next >
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.