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 Veradigm Inc.
Veradigm Announces Appointment of Two New Independent Directors and Transition of Board Leadership
March 18, 2025
From
Veradigm Inc.
Via
Business Wire
Tickers
MDRX
OTC
Veradigm to Explore Strategic Alternatives and Reaffirms 2024 Guidance
May 28, 2024
From
Veradigm Inc.
Via
Business Wire
Tickers
MDRX
OTC
Veradigm and Vim to Improve Payer-Provider Collaboration
April 03, 2024
From
Veradigm Inc.
Via
Business Wire
Veradigm to Participate in KeyBanc Capital Markets Life Sciences & MedTech Investor Forum
March 14, 2024
From
Veradigm Inc.
Via
Business Wire
Tickers
MDRX
OTC
Veradigm Announces Initial Financial Guidance for Fiscal 2024
March 13, 2024
From
Veradigm Inc.
Via
Business Wire
Tickers
MDRX
OTC
Veradigm Completes Acquisition of ScienceIO
March 04, 2024
From
Veradigm Inc.
Via
Business Wire
Tickers
MDRX
OTC
Veradigm Receives Expected Delisting Notice from Nasdaq
February 28, 2024
From
Veradigm Inc.
Via
Business Wire
Tickers
MDRX
Veradigm to Participate in TD Cowen Annual Health Care Conference
February 28, 2024
From
Veradigm Inc.
Via
Business Wire
Tickers
MDRX
Veradigm Provides Update on its Financial Restatement Process
February 27, 2024
From
Veradigm Inc.
Via
Business Wire
Tickers
MDRX
Veradigm to Acquire ScienceIO
February 27, 2024
From
Veradigm Inc.
Via
Business Wire
Tickers
MDRX
Veradigm to Highlight New EHR-Integrated Care Gap Alert Solution at ViVE 2024 Conference
February 22, 2024
From
Veradigm Inc.
Via
Business Wire
Tickers
MDRX
Veradigm and American College of Cardiology Launch Influenza Vaccination Education Initiative to Improve Cardiovascular Health
February 13, 2024
From
Veradigm Inc.
Via
Business Wire
Tickers
MDRX
New Veradigm Leadership Provides Outlook on Business and Strategy, and Refreshed Financial Estimates for Fiscal 2023
January 10, 2024
From
Veradigm Inc.
Via
Business Wire
Tickers
MDRX
Veradigm Leadership Team to Present at J.P. Morgan Healthcare Conference
January 04, 2024
From
Veradigm Inc.
Via
Business Wire
Tickers
MDRX
Veradigm Strengthens Award-Winning Revenue Cycle Services Portfolio with Acquisition of Full-Service RCM Company
January 02, 2024
From
Veradigm Inc.
Via
Business Wire
Tickers
MDRX
Veradigm Inc. Announces that Nasdaq Hearings Panel has Granted its Continued Listing, Pending Return to Compliance with Nasdaq Filing Requirements
December 13, 2023
From
Veradigm Inc.
Via
Business Wire
Tickers
MDRX
Veradigm to Enhance Independent Practice Financial Management with AI for Practice Fusion Billing Services
December 11, 2023
From
Veradigm Inc.
Via
Business Wire
Tickers
MDRX
Veradigm Inc. Announces Leadership Transition
December 08, 2023
From
Veradigm Inc.
Via
Business Wire
Tickers
MDRX
Veradigm Inc. Receives Nasdaq Notice Regarding Delayed Form 10-Q
November 17, 2023
From
Veradigm Inc.
Via
Business Wire
Tickers
MDRX
Veradigm to Simplify Patient Payment Journey with Veradigm Intelligent Payments
November 07, 2023
From
Veradigm Inc.
Via
Business Wire
Tickers
MDRX
Veradigm Inc. Announces Receipt of Nasdaq Stay Extension
October 09, 2023
From
Veradigm Inc.
Via
Business Wire
Tickers
MDRX
Veradigm and On Belay Health Solutions Collaborate to Expand Value-Based Care Solutions to More Primary Care Practices
September 28, 2023
From
Veradigm Inc.
Via
Business Wire
Tickers
MDRX
Veradigm Inc. Announces Receipt of Nasdaq Delisting Notice and Intent to Appeal
September 22, 2023
From
Veradigm Inc.
Via
Business Wire
Tickers
MDRX
Veradigm Inc. Provides Audit Update and Updates Financial Guidance for 2023
September 18, 2023
From
Veradigm Inc.
Via
Business Wire
Tickers
MDRX
Veradigm Inc. Receives Nasdaq Notice Regarding Delayed Form 10-Q Filing
August 18, 2023
From
Veradigm Inc.
Via
Business Wire
Tickers
MDRX
Veradigm Announces New and Expanded Provider Partnerships
July 20, 2023
From
Veradigm Inc.
Via
Business Wire
Tickers
MDRX
Veradigm Increasing Presence in Payer Market
June 28, 2023
From
Veradigm Inc.
Via
Business Wire
Tickers
MDRX
Veradigm Inc. Receives Approval from Nasdaq of Plan to Regain Listing Compliance
June 13, 2023
From
Veradigm Inc.
Via
Business Wire
Tickers
MDRX
Veradigm Inc. Receives Nasdaq Notice Regarding Delayed Form 10-Q Filing
May 19, 2023
From
Veradigm Inc.
Via
Business Wire
Tickers
MDRX
Veradigm Inc. Receives Nasdaq Notice Regarding Delayed Form 10-K Filing, Provides Update on 4th Quarter and Full Fiscal Year 2022 Reporting of Results
March 22, 2023
From
Veradigm Inc.
Via
Business Wire
Tickers
MDRX
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.