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 WGS
Recent news which mentions WGS
< Previous
1
2
3
Next >
WeRide, CRISPR And GeneDx Are Among Top 10 Mid-Cap Gainers Last Week (Feb 10-Feb 14): Are The Others In Your Portfolio?
February 16, 2025
Tickers
AXSM
CRSP
GDS
MKGAF
Tags
Movers
MKKGY
CRSP
From
Benzinga
10 Health Care Stocks With Whale Alerts In Today's Session
February 14, 2025
Tickers
ARWR
CVS
EXAS
MRK
Tags
SWTX
BZI/AUOA
RXRX
From
Benzinga
Resources Connection, SPS Commerce And 3 Stocks To Watch Heading Into Friday
January 03, 2025
Tickers
LFCR
NEWS
RGP
SPSC
Tags
Pre/Market Outlook
Trading Ideas
Earnings
From
Benzinga
Meet the Healthcare Stock That Produced Nvidia-Sized Gains in Less Than a Year
November 16, 2024
Tickers
WGS
Tags
Recent Press Releases
Market News
WGS
From
Motley Fool
Apple Satellite Connectivity Provider Globalstar And Timberland Parent V.F Corp Are Among Top 7 Mid Cap Gainers Last Week (Oct 28-Nov 1): Are The Others In Your Portfolio?
November 03, 2024
Tickers
AAPL
GSAT
MDGL
NEWS
Tags
PRCT
OMCL
why it's moving
From
Benzinga
Gold Gains 1%; Phillips 66 Shares Fall After Q3 Results
October 29, 2024
Tickers
BKYI
EFSH
GLYC
JBI
Tags
Trading Ideas
EFSH
Eurozone
From
Benzinga
Nasdaq Surges Over 100 Points; Pfizer Earnings Top Views
October 29, 2024
Tickers
BKYI
EFSH
GLYC
JBI
Tags
TMDX
GLYC
Commodities
From
Benzinga
12 Health Care Stocks Moving In Tuesday's Intraday Session
October 29, 2024
Tickers
ADTX
BBLG
BIOR
CDIO
Tags
BZI/TFM
ENSC
CDIO
From
Benzinga
Genetic Testing Firm GeneDx Reports Narrower Q3 Loss As Revenues Surge, Lifts Annual Guidance
October 29, 2024
Tickers
NEWS
WGS
Tags
Trading Ideas
Health Care
Stories That Matter
From
Benzinga
Corning Posts Upbeat Q3 Earnings, Joins Opera, Inari Medical, Incyte And Other Big Stocks Moving Higher On Tuesday
October 29, 2024
Tickers
CAN
CBZ
GLW
HAYW
Tags
RMBS
Movers
Markets
From
Benzinga
The Analyst Verdict: GeneDx Hldgs In The Eyes Of 6 Experts
October 16, 2024
Tickers
WGS
Tags
Benzinga
Market News
Analyst Ratings
From
Benzinga
WGS Stock Earnings: GeneDx Hldgs Beats EPS, Beats Revenue for Q2 2024
July 30, 2024
Tickers
WGS
Tags
Earnings Reports
NASDAQ:WGS
WGS
From
InvestorPlace
GeneDx Leads Russell 2000 This Year As It Shifts To More Comprehensive Genetic Testing
July 18, 2024
Tickers
CADL
CRBP
DAVE
ELEV
Tags
Biotech
Goldman Sachs
JANX
From
Benzinga
Expert Ratings For GeneDx Hldgs
July 17, 2024
Tickers
WGS
Tags
Benzinga
WGS
BZI/AAR
From
Benzinga
7 Small-Cap Stocks With Massive Potential Returns
July 06, 2024
Tickers
ACTG
CTO
DDI
IMMR
Tags
NASDAQ:WGS,OTCMKTS:NLCP,NASDAQ:DDI,NASDAQ:IMMR,NASDAQ:ACTG,NYSE:CTO,NASDAQ:KRT
IMMR
WGS
From
InvestorPlace
The Latest Analyst Ratings For GeneDx Hldgs
June 26, 2024
Tickers
WGS
Tags
Benzinga
Analyst Ratings
Market News
From
Benzinga
Over $12M Bet On PBF Energy? Check Out These 3 Stocks Insiders Are Buying
June 06, 2024
Tickers
NEWS
NWBI
PBF
WGS
Tags
Insider Trades
Pre/Market Outlook
Trading Ideas
From
Benzinga
Over $4M Bet On ProFrac Holding? Check Out These 3 Stocks Insiders Are Buying
May 29, 2024
Tickers
ACDC
GLP
NEWS
WGS
Tags
WGS
News
Insider Buying
From
Benzinga
Over $1M Bet On This Healthcare Stock? Check Out These 3 Stocks Insiders Are Buying
May 16, 2024
Tickers
CTRN
NEWS
SCWX
WGS
Tags
Pre/Market Outlook
Trading Ideas
Insider Trades
From
Benzinga
Gold Down Over 2%; 3M Profit Beats Expectations
April 30, 2024
Tickers
AKLI
CHGG
GMM
MED
Tags
Trading Ideas
CHGG
Mid/Afternoon Market Update
From
Benzinga
Why H&E Equipment Services Shares Are Trading Lower By Around 18%? Here Are Other Stocks Moving In Tuesday's Mid-Day Session
April 30, 2024
Tickers
ADXN
AGBA
AKLI
ARCB
Tags
News
NIVF
ADXN
From
Benzinga
12 Health Care Stocks Moving In Tuesday's Intraday Session
April 30, 2024
Tickers
AKLI
ANVS
BRNS
CYCC
Tags
NRXP
BRNS
LUCY
From
Benzinga
Eli Lilly Increases FY24 Outlook, Joins Brinker International, Zebra Technologies, 3M And Other Big Stocks Moving Higher On Tuesday
April 30, 2024
Tickers
ACIW
AMKR
ATI
BLND
Tags
Market News
Gainers
LLY
From
Benzinga
Why GeneDx Shares Are Trading Higher By 37%; Here Are 20 Stocks Moving Premarket
April 30, 2024
Tickers
ADXN
BLND
BSGM
CHGG
Tags
MRIN
Premarket
BSGM
From
Benzinga
12 Health Care Stocks Moving In Tuesday's Pre-Market Session
April 30, 2024
Tickers
ADXN
ATNF
BRTX
CYCC
Tags
Benzinga
THC
VCNX
From
Benzinga
Today’s Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Tuesday
April 30, 2024
Tickers
ADXN
BLND
BSGM
CHGG
Tags
MED
IONM
CSLR
From
InvestorPlace
WGS Stock Earnings: GeneDx Hldgs Beats EPS, Beats Revenue for Q1 2024
April 29, 2024
Tickers
WGS
Tags
Earnings Reports
WGS
NASDAQ:WGS
From
InvestorPlace
GeneDx Stock Climbs After Better-Than-Expected Q1 Results, Raises FY24 Guidance
April 29, 2024
Tickers
NEWS
WGS
Tags
Earnings
Movers
Benzinga
From
Benzinga
12 Health Care Stocks Moving In Monday's After-Market Session
April 29, 2024
Tickers
COSM
EKSO
GCTK
INNV
Tags
BZI/TFM
PRE
Market News
From
Benzinga
12 Health Care Stocks Moving In Tuesday's Pre-Market Session
March 19, 2024
Tickers
ACXP
AFIB
ELVN
ENVB
Tags
BZI/TFM
Market News
OTRK
From
Benzinga
< Previous
1
2
3
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.