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 ELV
Recent news which mentions ELV
< Previous
1
2
3
4
5
6
7
8
9
10
Next >
Investment Outlook On Healthcare Plan Stocks Amid Market Turbulence
August 18, 2025
Tickers
CI
CVS
ELV
UNH
Tags
Stocks / Equities
Healthcare
ELV
From
TalkMarkets
Forecasting The Future: 16 Analyst Projections For Elevance Health
August 15, 2025
Tickers
ELV
Tags
ELV
Benzinga
Analyst Ratings
From
Benzinga
10 Health Care Stocks Whale Activity In Today's Session
August 14, 2025
Tickers
AQST
ARCT
BIIB
CAH
Tags
CAH
XRAY
VEEV
From
Benzinga
Elevance Health's Options: A Look at What the Big Money is Thinking
August 06, 2025
Tickers
ELV
Tags
Market News
BZI/UOA
Benzinga
From
Benzinga
Centene's First Quarterly Loss In 13 Years Sends Shares Crashing
July 25, 2025
Tickers
CNC
ELV
NEWS
Tags
News
why it's moving
Market News
From
Benzinga
Elevance Health Inc: A Deeply Undervalued Long-Term Opportunity
July 24, 2025
Tickers
ELV
Tags
Stocks / Equities
Market News
Healthcare
From
TalkMarkets
Centene, Cigna, Others Drop As Molina's Results Rattle Sector
July 24, 2025
Tickers
ALHC
CI
CNC
CVS
Tags
Earnings
Movers
Stories That Matter
From
Benzinga
UnitedHealth Is Approaching a Pivotal Moment. Should Investors Buy the Stock Before July 29?
July 22, 2025
Tickers
ELV
UNH
Tags
ELV
Recent Press Releases
UNH
From
Motley Fool
Schlumberger, Stellantis And ASML Holding Are Among Top 10 Large Cap Losers Last Week (July 14-July 18): Are The Others In Your Portfolio?
July 20, 2025
Tickers
ASML
BDX
CNC
E
Tags
ASML
E
Benzinga
From
Benzinga
This Elevance Health Analyst Is No Longer Bullish; Here Are Top 5 Downgrades For Friday
July 18, 2025
Tickers
CLSD
ELV
MESO
NEWS
Tags
Trading Ideas
REXR
Pre/Market Outlook
From
Benzinga
Nasdaq 100 Sets New Records, Small Caps Outperform: What's Moving Markets Thursday?
July 17, 2025
Tickers
ABT
BTC
CFG
CTAS
Tags
CFG
XLK
DIA
From
Benzinga
Elevance Health Hit By Medicaid Troubles, Trims Outlook
July 17, 2025
Tickers
CNC
ELV
NEWS
Tags
Benzinga
ELV
Health Care
From
Benzinga
Earnings Scheduled For July 17, 2025
July 17, 2025
Tickers
ABT
BSVN
CFG
CNS
Tags
OZK
Market News
MMC
From
Benzinga
Earnings Preview For Elevance Health
July 16, 2025
Tickers
ELV
Tags
Market News
Earnings
BZI/EP
From
Benzinga
Beyond The Numbers: 10 Analysts Discuss Elevance Health Stock
July 14, 2025
Tickers
ELV
Tags
ELV
Benzinga
BZI/AAR
From
Benzinga
Elevance Steps In As UnitedHealth Delays — Will It Set The Tone For Insurers?
July 14, 2025
Tickers
CNC
ELV
MOH
NEWS
Tags
Large Cap
Market News
why it's moving
From
Benzinga
UnitedHealth, Centene Hit Hard By Guidance Shock, Trump's Medicaid Push
July 07, 2025
Tickers
CI
CNC
ELV
HUM
Tags
UNH
Benzinga
Movers
From
Benzinga
Jim Cramer On Centene's 40% Crash: Fewer ACA Signups, Sicker Patients, Pulled Guidance And Major Earnings Hit Trigger Selloff: 'This Is Horrifying'
July 03, 2025
Tickers
CI
CNC
ELV
IHF
Tags
Affordable Care Act
MOH
Guidance
From
Benzinga
10 Health Care Stocks With Whale Alerts In Today's Session
July 02, 2025
Tickers
BMY
CNC
ELV
HIMS
Tags
CNC
MRNA
HIMS
From
Benzinga
UnitedHealth, CVS Among Major Insurers To Fast-Track Prior Authorizations: Will It Cut Profits Even More?
June 23, 2025
Tickers
CVS
ELV
NEWS
UNH
Tags
ELV
Health Care
Trading Ideas
From
Benzinga
$1000 Invested In Elevance Health 15 Years Ago Would Be Worth This Much Today
June 12, 2025
Tickers
ELV
NEWS
Tags
Market News
News
BZI/POD
From
Benzinga
Recent Filing Shows That Rep. Robert Bresnahan Bought Over $28K Worth of AbbVie Stock
June 10, 2025
Tickers
ABBV
AMD
COP
ELV
Tags
Politics
ABBV
Benzinga
From
Benzinga
Humana Backs Reforms To Limit Medicare Advantage Billing Practices
June 05, 2025
Tickers
CVS
ELV
HUM
NEWS
Tags
Top Stories
Large Cap
Market News
From
Benzinga
Looking Into Elevance Health's Recent Short Interest
June 04, 2025
Tickers
ELV
Tags
Market News
Benzinga
Short Ideas
From
Benzinga
Beyond The Numbers: 9 Analysts Discuss Elevance Health Stock
June 02, 2025
Tickers
ELV
Tags
BZI/AAR
Market News
Analyst Ratings
From
Benzinga
3 Health Care Stocks With Whale Alerts In Today's Session
May 30, 2025
Tickers
ELV
HIMS
NVO
Tags
HIMS
NVO
Benzinga
From
Benzinga
Why Elevance Health Shares Are Surging Premarket On Wednesday?
May 28, 2025
Tickers
CAMX
ELV
IHF
NEWS
Tags
Benzinga
Equities
Market News
From
Benzinga
House Advances Trump's 'One Big Beautiful Bill' After Key Medicaid, Tax, And Border Security Changes
May 22, 2025
Tickers
BAH
CNC
ELV
ENPH
Tags
2025 tax bill
FSLR
RUN
From
Benzinga
$1000 Invested In Elevance Health 15 Years Ago Would Be Worth This Much Today
May 21, 2025
Tickers
ELV
NEWS
Tags
Benzinga
ELV
Trading Ideas
From
Benzinga
Health Care Stocks Like UnitedHealth, CVS Tank On Wednesday: Here's Why
May 21, 2025
Tickers
CVS
ELV
NEWS
UNH
Tags
KeyProj
General
CVS
From
Benzinga
< Previous
1
2
3
4
5
6
7
8
9
10
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.