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 ME
Recent news which mentions ME
< Previous
1
2
3
4
5
6
7
Next >
12 Health Care Stocks Moving In Thursday's Intraday Session
February 08, 2024
Tickers
AKAN
CVKD
DYNT
FEMY
Tags
Benzinga
DYNT
NSTG
From
Benzinga
12 Health Care Stocks Moving In Wednesday's After-Market Session
February 07, 2024
Tickers
BPTS
CNSP
INKT
LIFW
Tags
NSTG
Benzinga
LUCY
From
Benzinga
Recap: 23andMe Holding Q3 Earnings
February 07, 2024
Tickers
ME
Tags
ME
Benzinga
BZI/Recaps
From
Benzinga
Earnings Scheduled For February 7, 2024
February 07, 2024
Tickers
ACLS
ADN
ADNT
ALCO
Tags
OESX
PAG
TWIN
From
Benzinga
A Preview Of 23andMe Holding's Earnings
February 06, 2024
Tickers
ME
Tags
ME
Benzinga
BZI/EP
From
Benzinga
Why Is Invitae (NVTA) Stock Down 75% Today?
February 05, 2024
Tickers
FCN
ME
NVTA
Tags
NYSE:NVTA,NYSE:FCN,NASDAQ:ME
NVTA
Today's Market
From
InvestorPlace
SoftBank-Backed Genetic Testing Invitae's Descent from $7B Valuation to Near-Bankruptcy
February 05, 2024
Tickers
ME
NEWS
NTRA
NVTA
Tags
Market News
SFTBY
News
From
Benzinga
Troubled Biotech Company's Investigational Cancer Drug Gets Greenlighted By FDA
January 31, 2024
Tickers
ME
NEWS
Tags
ME
Biotech
Market News
From
Benzinga
23andMe Faces Class Action Lawsuit Over Alleged Privacy Breach Targeting Chinese And Ashkenazi Jewish Customers
January 27, 2024
Tickers
ME
NEWS
Tags
Market News
News
General
From
Benzinga
The 3 Worst Stock Investments I Ever Made -- and What I Learned From Them
January 21, 2024
Tickers
LTCH
ME
T
TSLA
Tags
Market News
LTCH
T
From
Motley Fool
23andMe confirms hackers accessed ancestry data of 6.9 million people
December 04, 2023
Tickers
ME
Tags
ME
From
MarketWatch
23andMe Reveals Hackers Accessed 'Significant Number' Of DNA Records
December 02, 2023
Tickers
ME
TECH
Tags
News
23andMe
Market News
From
Benzinga
The 3 Best Digital Health Stocks for Personalized Medicine
November 25, 2023
Tickers
EXAS
FLGT
ME
Tags
Stocks to Buy
ME
NASDAQ:ME,NASDAQ:EXAS,NASDAQ:FLGT
From
InvestorPlace
Mastercard earnings top estimates, but stock slips amid October spending slowdown
October 26, 2023
Tickers
AXP
MA
ME
V
Tags
ME
AXP
V
From
MarketWatch
The Top 7 Stocks to Own During a Downturn
October 11, 2023
Tickers
AMZN
BRK-A
BRK-B
CAH
Tags
NVO
GPC
AMZN
From
InvestorPlace
23andMe says some customer profiles were accessed in cybersecurity breach
October 10, 2023
Tickers
ME
Tags
ME
From
MarketWatch
23andMe Under Siege: Hacker Reportedly Steals Millions Of Profiles In Genetic Data Heist
October 07, 2023
Tickers
CYBR
ME
PFPT
Tags
genetic testing
General
News
From
Benzinga
AI Integration In Biotech & Pharma: Companies Positioned To Benefit
September 11, 2023
Tickers
ILMN
JNJ
ME
NVS
Tags
PFE
Small Cap
artificial intelligence
From
Benzinga
Top 5 Health Care Stocks That May Explode In Q3
September 06, 2023
Tickers
BIVI
GRTX
ISPC
ME
Tags
Pre/Market Outlook
Trading Ideas
Markets
From
Benzinga
Why Olin Are Trading Lower By 13%? Here Are Other Stocks Moving In Friday's Mid-Day Session
September 01, 2023
Tickers
ACER
ADTX
AHG
AMRK
Tags
PARA
AVGO
ADTX
From
Benzinga
12 Health Care Stocks Moving In Friday's Pre-Market Session
September 01, 2023
Tickers
ACER
ADTX
ALLR
ARAV
Tags
ADTX
Movers
BDRX
From
Benzinga
Why Dell Technologies Shares Are Trading Higher By 9%; Here Are 20 Stocks Moving Premarket
September 01, 2023
Tickers
ACER
ADTX
AVGO
AXLA
Tags
News
ESTC
PCSA
From
Benzinga
12 Health Care Stocks Moving In Thursday's After-Market Session
August 31, 2023
Tickers
ARAV
AXLA
BDRX
BWV
Tags
YTEN
Benzinga
Movers
From
Benzinga
Better AI Biotech Stock: Recursion Pharmaceuticals vs. 23andMe
August 25, 2023
Tickers
ME
RXRX
Tags
Recent Press Releases
ME
RXRX
From
Motley Fool
Why 23andMe Holding Stock Plummeted by 13% Today
August 09, 2023
Tickers
ME
Tags
ME
Recent Press Releases
Market News
From
Motley Fool
3 Gene Testing Stocks to Buy Before They Take Off
June 17, 2023
Tickers
GSK
ILMN
ME
MYGN
Tags
ILMN
ME
Stocks to Buy
From
InvestorPlace
23andMe Holding's Return On Capital Employed Overview
May 26, 2023
Tickers
ME
Tags
Earnings
Market News
ME
From
Benzinga
Recap: 23andMe Holding Q4 Earnings
May 25, 2023
Tickers
ME
Tags
Earnings
Market News
BZI/Recaps
From
Benzinga
23andMe Holding's Earnings Outlook
May 24, 2023
Tickers
ME
Tags
ME
Benzinga
BZI/EP
From
Benzinga
Better Diversified Biotech Stock: 23andMe vs. Fulgent Genetics
May 23, 2023
Tickers
FLGT
ME
Tags
ME
Recent Press Releases
Market News
From
Motley Fool
< Previous
1
2
3
4
5
6
7
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.