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 WDH
Recent news which mentions WDH
< Previous
1
2
3
4
5
6
7
8
9
10
Next >
Insurance Stocks Moving In Wednesday's Intraday Session
November 24, 2021
Tickers
CNFR
EHTH
FGF
FNHC
Tags
HIPO
FGF
MRAI
From
Benzinga
Insurance Stocks Moving In Tuesday's Intraday Session
November 23, 2021
Tickers
AAME
FGF
GOCO
HIPO
Tags
AAME
FGF
MILE
From
Benzinga
Insurance Stocks Moving In Monday's Intraday Session
November 22, 2021
Tickers
AMSF
EIG
HIPO
HUIZ
Tags
UNAM
KMPR
HIPO
From
Benzinga
Insurance Stocks Moving In Friday's Intraday Session
November 19, 2021
Tickers
AEG
FGF
FNF
GNW
Tags
HIPO
RGA
Trading Ideas
From
Benzinga
Insurance Stocks Moving In Wednesday's Intraday Session
November 03, 2021
Tickers
AFG
AON
ARGO
BRO
Tags
PLMR
HRTG
ARGO
From
Benzinga
Insurance Stocks Moving In Tuesday's Intraday Session
November 02, 2021
Tickers
BRP
ERIE
KFS
MILE
Tags
Trading Ideas
PLMR
MILE
From
Benzinga
Insurance Stocks Moving In Friday's Intraday Session
October 29, 2021
Tickers
CRD
ERIE
KINS
MILE
Tags
Benzinga
CRD
BZI/IM
From
Benzinga
Insurance Stocks Moving In Thursday's Intraday Session
October 28, 2021
Tickers
AMSF
CINF
CNFR
EHTH
Tags
Benzinga
RELI
EHTH
From
Benzinga
Insurance Stocks Moving In Monday's Intraday Session
October 25, 2021
Tickers
CRD
FAF
FNHC
GNW
Tags
HIPO
Trading Ideas
GOCO
From
Benzinga
Insurance Stocks Moving In Friday's Intraday Session
October 22, 2021
Tickers
ATH
DGICB
EHTH
FGF
Tags
FGF
SAFT
Trading Ideas
From
Benzinga
Insurance Stocks Moving In Tuesday's Intraday Session
October 19, 2021
Tickers
BHFAL
BHFAN
BHFAO
GSHD
Tags
Trading Ideas
BHFAN
MILE
From
Benzinga
Insurance Stocks Moving In Monday's Intraday Session
October 18, 2021
Tickers
AMBC
CNFR
GOCO
HIPO
Tags
PLMR
GOCO
Trading Ideas
From
Benzinga
Insurance Stocks Moving In Wednesday's Intraday Session
October 06, 2021
Tickers
BRP
CNFR
FNHC
HCI
Tags
KNSL
FNHC
Benzinga
From
Benzinga
Mid-Afternoon Market Update: Dow Jumps 450 Points; Comtech Telecommunications Shares Slide
October 05, 2021
Tickers
BTBT
CMTL
KLDO
MARPS
Tags
Benzinga
Mid/Afternoon Market Update
KLDO
From
Benzinga
Insurance Stocks Moving In Tuesday's Intraday Session
October 05, 2021
Tickers
AEG
BRP
CNFR
FNHC
Tags
UFCS
MILE
GOCO
From
Benzinga
Insurance Stocks Moving In Monday's Intraday Session
October 04, 2021
Tickers
FAF
FNHC
GOCO
HCI
Tags
HIPO
HCI
UIHC
From
Benzinga
Insurance Stocks Moving In Friday's Intraday Session
October 01, 2021
Tickers
AMBC
CNFR
GNW
HUIZ
Tags
BZI/IM
Market News
Movers
From
Benzinga
Insurance Stocks Moving In Thursday's Intraday Session
September 23, 2021
Tickers
BHF
BHFAO
EHTH
FGF
Tags
UIHC
VERY
MET
From
Benzinga
Waterdrop Stock Splashes to New Depths in Summer of Regulatory Cleanups
September 17, 2021
Tickers
WDH
Tags
contributors
Small Cap
WDH
From
Benzinga
Insurance Stocks Moving In Wednesday's Intraday Session
September 15, 2021
Tickers
AJG
BRO
BRP
EHTH
Tags
Trading Ideas
BRO
UFCS
From
Benzinga
Insurance Stocks Moving In Monday's Intraday Session
September 13, 2021
Tickers
AEG
ARGO
EHTH
GSHD
Tags
OXBR
WDH
HUIZ
From
Benzinga
Insurance Stocks Moving In Friday's Intraday Session
September 10, 2021
Tickers
BRP
CNFRL
FANH
GOCO
Tags
UNAM
FANH
PLMR
From
Benzinga
Waterdrop Inc. (WDH) Q2 2021 Earnings Call Transcript
September 09, 2021
Tickers
WDH
Tags
Market News
WDH
From
Motley Fool
Insurance Stocks Moving In Wednesday's Intraday Session
September 08, 2021
Tickers
AMSF
CNFR
GSHD
KFS
Tags
RNR
OSCR
UFCS
From
Benzinga
Today’s Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Wednesday
September 08, 2021
Tickers
AEI
ARQQ
ATIF
BBIG
Tags
EEIQ
EFTR
PATH
From
InvestorPlace
21 Stocks Moving in Wednesday's Pre-Market Session
September 08, 2021
Tickers
AEI
ARQQ
BBIG
BMBL
Tags
ARQQ
Penny Stocks
Pre/Market Outlook
From
Benzinga
Earnings Scheduled For September 8, 2021
September 08, 2021
Tickers
ABM
AFMD
AVAV
BASE
Tags
News
Earnings Scheduled
AFMD
From
Benzinga
Insurance Stocks Moving In Tuesday's Intraday Session
September 07, 2021
Tickers
CNFR
FNHC
GOCO
HALL
Tags
GOCO
Trading Ideas
UFCS
From
Benzinga
Insurance Stocks Moving In Wednesday's Intraday Session
September 01, 2021
Tickers
FNHC
GOCO
HIPO
HRTG
Tags
RELI
SLQT
Benzinga
From
Benzinga
Insurance Stocks Moving In Monday's Intraday Session
August 30, 2021
Tickers
CNFR
GOCO
IGIC
MBI
Tags
BZI/IM
TIG
Market News
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.