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 Walgreens
Recent news which mentions Walgreens
Daily Digest: Chinese national accused of AI theft from Google; Bay Area layoffs
February 05, 2025
Tags
Walgreens
Technology
Menlo Ventures
From
Business Journals
Daily Digest: Walgreens to shutter S.F. stores; Google's looming privacy class action
January 09, 2025
Tags
Sequoia Capital
San Francisco Giants
First Republic Bank
From
Business Journals
Why Walgreens Is Shuttering 1,200 Stores While Pharma Sales Soar To $722 Billion
January 04, 2025
Tags
Benzinga
Market News
Startups
From
Benzinga
Pharmacy Giant for Sale? Walgreens Pops on Sycamore Deal Rumors
December 10, 2024
Tickers
NEWS
Tags
33
News
Stocks
From
Wall Street Pit
Pharma-Grade Cannabis Could Hit Walgreens & CVS—But Can The Industry Survive The FDA?
November 28, 2024
Tickers
AYRWF
CRLBF
CURLF
CVS
Tags
Walgreens
WBA
Pennsylvania cannabis
From
Benzinga
Daily Digest: OpenAI's profitability in question; Databricks inks AI deal with Amazon
October 15, 2024
Tags
Nvidia Corp/
Uber Technologies Inc/
Databricks Inc/
From
Business Journals
Daily Digest: Levi's stock shocked; Regulators target Tesla over air pollution
June 27, 2024
Tags
BlackRock Inc/
Roundup
Bright Machines Inc/
From
Business Journals
5 things: Capital Kabob House, formerly Bamiyan Afghan Restaurant, opens Monday in El Dorado Hills
May 17, 2024
Tags
Walgreens
Retailing & Restaurants
Food & Lifestyle
From
Business Journals
Daily Digest: Home insurer raises rates; Another plane grounded at SFO
May 07, 2024
Tags
Roundup
Theranos Inc/
Legal Services
From
Business Journals
5 things: New Elk Grove business Cane Corner specializes in sugar-cane juice
March 22, 2024
Tags
Walgreens
Restaurants
5 Things to Know 2024
From
Business Journals
Amazon Replacing Walgreens In Dow Jones Industrial Might Not Be A Great Thing: 'Will History Repeat Itself?'
February 21, 2024
Tickers
AMZN
NEWS
WBA
Tags
Analyst Ratings
Amazon
Market News
From
Benzinga
5 things: I Heart Mac & Cheese opens in Midtown Sacramento, D1 Training opens in Roseville Square
February 05, 2024
Tags
Sheri Peifer
5 Things to Know 2024
Restaurants
From
Business Journals
QuantumScape, Peloton, Eli Lilly, Walgreens, Tesla: Why These 5 Stocks Are On Investors' Radars Today
January 04, 2024
Tickers
EVS
LLY
NEWS
PTON
Tags
Tesla
Peloton
EVs
From
Benzinga
5 things: Self Made Training Facility opening in Folsom, TrueNorth Cycle plans to close
November 16, 2023
Tags
Food & Lifestyle
5 Things to Know 2023
Retailing & Restaurants
From
Business Journals
Daily Digest: Chevron cuts $53B merger deal; Databricks' $100M AI buy
October 23, 2023
Tags
Hess Corp/
Walgreens
Energy
From
Business Journals
5 things: Simon's Bar & Cafe permanently closing after nearly 4 decades, report says
October 11, 2023
Tags
Ethan Conrad
Restaurants
Ethan Conrad Properties Inc/
From
Business Journals
5 things: Goodwill opens new store, Sac State plans faculty housing, industrial property has new owner
June 21, 2023
Tags
California State University Sacramento
5 Things to Know 2023
Philanthropy & Nonprofits
From
Business Journals
Amusement park parent company Cedar Fair hires Bojangles exec Monica Sauls as HR chief
March 21, 2023
Tags
Walgreens
Travel
Monica Sauls
From
Business Journals
RxGuardian is new name for Gatekeeper Innovation after the maker of locking pill bottles restructures
March 13, 2023
Tickers
INNO
Tags
Manufacturing
Pharmaceuticals
Inno
From
Business Journals
Walgreens closing store North Minneapolis just over a week after Aldi
February 09, 2023
Tags
Retailing
Aldi Inc/
Walgreens
From
Business Journals
$28B pharma deal, Bill Marriott interview: The National Observer Dec. 13, 2022
December 13, 2022
Tags
Zillow Group Inc/
Maura Healey
Marriott International Inc/
From
Business Journals
CVS, Wallgreens, Walmart agree to opioid settlement; Washington sues to stop Albertsons payout: The National Observer Nov. 11, 2022
November 03, 2022
Tags
Walmart Inc/
The National Observer
Health Care
From
Business Journals
Walgreens' fourth-quarter results cooled by Covid vaccine slowdown
October 13, 2022
Tags
Retailing
John Boylan
Walgreens
From
Business Journals
Endexx Acquires Controlling Interest In Non-Nicotine Vape Producer Hyla
September 08, 2022
Tickers
AMZN
CVS
EDXC
TGT
Tags
Hyla US Holdco Limited
Underwriters Laboratories
Markets
From
Benzinga
Monday Digest: Startup to debut first robo-restaurant; Amazon's Bay Area pullback
August 22, 2022
Tags
Nurx
Recruiting & Hiring
Levi Strauss & Co/
From
Business Journals
e2e Pharma Expanding Manufacturing Facility, Offering End-To-End Co-Pack Services For CBD And Non-CBD Brands
July 19, 2022
Tickers
DG
KR
Tags
DG
Shannon Bard
Cannabis
From
Benzinga
WBA Stock Dropped After the Pharmacy Chain Reported Better-than-expected Third-quarter Profits, but Lower-than-expected Third-quarter Profits.
June 30, 2022
Tickers
WBA
Tags
NASDAQ: WBA
News
Walgreens
From
Best Stocks
S.F.'s online ADHD prescription boom may be coming to an end
May 04, 2022
Tickers
INNO
Tags
Walgreens
CVS Health
Inno
From
Business Journals
Three new retail centers planned for SA's Far West Side
May 03, 2022
Tags
Retailing
BPR Properties
Walgreens
From
Business Journals
Walgreens beats Q2 estimates driven by Covid vaccinations and testing
March 31, 2022
Tags
John Boylan
Retailing
Walgreens Boots Alliance Inc/
From
Business Journals
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.