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
Articles published by Surescripts
< Previous
1
2
Next >
Media Advisory: Surescripts to Present at AHIP 2024 On the Value of Clinical Data and Achieving True Interoperability for Health Plans
June 03, 2024
From
Surescripts
Via
Business Wire
Surescripts Launches Third Season of Its Award-Winning Podcast There’s A Better Way
May 01, 2024
From
Surescripts
Via
Business Wire
Surescripts’ Unmatched Healthcare Interoperability Delivered Intelligence Sharing at Scale in 2023
March 11, 2024
From
Surescripts
Via
Business Wire
Surescripts Will Convene Industry Experts at HIMSS24 to Share How Interoperability is Helping Heal Healthcare
March 04, 2024
From
Surescripts
Via
Business Wire
Media Advisory: Surescripts’ Data & Analytics Chief Nowak to Speak at ViVE 2024 on Digital Technology, AI and Advancing Health Intelligence Sharing
February 21, 2024
From
Surescripts
Via
Business Wire
Media Advisory: Surescripts Sponsors STAT in DC Event, Convening Healthcare Industry Stakeholders on Policies to Ease Medicine’s Pain
November 21, 2023
From
Surescripts
Via
Business Wire
Surescripts Health Information Network Submits Application to Become a Qualified Health Information Network
November 13, 2023
From
Surescripts
Via
Business Wire
Surescripts Acquires ActiveRADAR to Offer Therapeutic Alternatives for Prescriptions
November 06, 2023
From
Surescripts
Via
Business Wire
2023 Surescripts White Coat Award Recognizes 11 Healthcare Industry Leaders in Performance, Innovation and Accuracy
October 11, 2023
From
Surescripts
Via
Business Wire
New Prescribing Trends Data: Pharmacists Poised to Fill Gaps Amid Primary Care Shortage
October 02, 2023
From
Surescripts
Via
Business Wire
Surescripts Names Lynne Nowak as First Chief Data and Analytics Officer
September 12, 2023
From
Surescripts
Via
Business Wire
New Data: Most Prescribers, Pharmacists Agree Team-Based Care Benefits Patients, Lowers Costs
August 09, 2023
From
Surescripts
Via
Business Wire
Surescripts Completes Settlement with Federal Trade Commission
July 27, 2023
From
Surescripts
Via
Business Wire
Surescripts® Named a Best Place to Work in Healthcare for the 3rd Time
June 01, 2023
From
Surescripts
Via
Business Wire
Surescripts Calls on the Industry to Make Pharmacists a Permanent Part of Patient Care Teams
May 09, 2023
From
Surescripts
Via
Business Wire
Surescripts to Present New Data on Opportunities to Expand Access & Fill Gaps in Primary Care and More at NCPDP 2023 Annual Technology & Business Conference
April 28, 2023
From
Surescripts
Via
Business Wire
Surescripts® Highlights Opportunity for Care Team Evolution
April 18, 2023
From
Surescripts
Via
Business Wire
Surescripts Intends to Apply to be a Qualified Health Information Network
April 17, 2023
From
Surescripts
Via
Business Wire
Surescripts Launches Season 2 of its Award-Winning Podcast
April 11, 2023
From
Surescripts
Via
Business Wire
Surescripts Network Alliance Partners to Share How Interoperability Can Help Support Evolving Care Teams and Address Gaps in Primary Care at HIMSS23
April 04, 2023
From
Surescripts
Via
Business Wire
Innovation, Partnerships Driving Nationwide Interoperability to Address Healthcare’s Top Challenges
March 14, 2023
From
Surescripts
Via
Business Wire
2022 Surescripts White Coat Award Recognizes Leaders in Patient Safety and Healthcare Delivery
October 17, 2022
From
Surescripts
Via
Business Wire
Prescription Pickup Rates 3.2 Percentage Points Higher with Surescripts Real-Time Prescription Benefit, Saving Patients an Average of $38 Per Prescription
September 19, 2022
From
Surescripts
Via
Business Wire
Inaccurate and Incomplete Data Delays Specialty Treatment for Patients and is Top Stressor for Health Care Providers
September 12, 2022
From
Surescripts
Via
Business Wire
Strengthening the Foundation of Healthcare Interoperability, Surescripts Exchanges Patient Records for Nearly 20% of Americans
August 31, 2022
From
Surescripts
Via
Business Wire
Surescripts Joins Civitas Networks for Health
August 25, 2022
From
Surescripts
Via
Business Wire
Surescripts Transforms Patient Access to Specialty Drugs, Optimizing Adherence
July 27, 2022
From
Surescripts
Via
Business Wire
More than Half of U.S. Prescribers Use Surescripts Real-Time Prescription Benefit to Address Medication Affordability & Adherence
June 14, 2022
From
Surescripts
Via
Business Wire
Surescripts Names Frank Harvey as New CEO to Lead Company through Continued Growth and New Opportunities to Impact Healthcare
June 06, 2022
From
Surescripts
Via
Business Wire
Surescripts Introduces Next Generation of Patient Matching to Improve Care Management and Patient Safety
April 06, 2022
From
Surescripts
Via
Business Wire
< Previous
1
2
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.