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home
about us
Investment Approach
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Firm ADV PDFs
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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
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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
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TAF sm Program
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Back Dated Performance Reports
Quarterly Performance Reports
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Back Dated Performance Reports
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Total Asset Value (TAV)
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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
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Additional Information
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Back Dated Performance Reports
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Event Schedule
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MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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Wellgistics Health, Inc. - Common Stock
(NQ:
WGRX
)
0.7514
-0.0687 (-8.38%)
Streaming Delayed Price
Updated: 9:35 AM EDT, Oct 28, 2025
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Press Releases about Wellgistics Health, Inc. - Common Stock
Web3MediaBreaks – Datavault AI Inc. (NASDAQ: DVLT) Partners with Wellgistics (NASDAQ: WGRX) to Develop Blockchain-Enabled PharmacyChain Smart Contracts
October 27, 2025
Via
Investor Brand Network
Topics
Artificial Intelligence
Wellgistics Health Enters into Smart Contract Services Agreement with DataVault AI to Develop Patented PharmacyChain(TM) Manufacturer-to-Patient Blockchain-Enabled Tracking & Dispensing Platform for Prescription Drug Market
October 27, 2025
Tampa, Florida and Philadelphia, Pennsylvania--(Newsfile Corp. - October 27, 2025) - Wellgistics Health, Inc. (NASDAQ: WGRX) ("Wellgistics"), a leader in next-generation pharmaceutical...
Via
Newsfile
Topics
Artificial Intelligence
Intellectual Property
Kartoon Studios (NYSE American: TOON) Expands Global Reach as Leading Force in Family Entertainment and Animated Media
October 24, 2025
Via
AB Newswire
Topics
Intellectual Property
DefenseNewsBreaks – Datavault AI Inc. (NASDAQ: DVLT) and Wellgistics Health (NASDAQ: WGRX) Partner to Advance Blockchain-Enabled Prescription Drug Tracking
October 23, 2025
Via
Investor Brand Network
Topics
Artificial Intelligence
DataVault AI and Wellgistics Health Announce Plans for PharmacyChain™ to Implement Manufacturer-to-Patient Blockchain-enabled Smart Contracts for the Prescription Drug Industry to Improve Efficiency and Patient Outcomes
October 22, 2025
Strategic Alliance Targets Digital Transformation of the $634.32 Billion (1) U.S. Prescription Drug Market Through Blockchain-Enabled Data Monetization and AI-Driven Efficiency Gains
From
Datavault AI Inc.
Via
GlobeNewswire
Wellgistics Health Announces Executive Management and Board Changes
October 13, 2025
Via
ACCESS Newswire
Wellgistics Health (NASDAQ:WGRX) and TheracosBio Partner to Expand Nationwide, PBM-Free Access to Brenzavvy(R), an FDA-Approved Diabetes Therapy, Through 6,500+ Pharmacies
September 30, 2025
Via
ACCESS Newswire
Wellgistics Health Announces Pricing of $5 Million Public Offering
September 25, 2025
Via
ACCESS Newswire
Wellgistics Health Launches Capital Access Program for 6,500+ Pharmacies and Supply Chain Partners, Unlocking up to $1M in Working Capital
September 24, 2025
Via
ACCESS Newswire
Wellgistics Health, Inc. to Present at September Investor Conferences
September 05, 2025
Via
ACCESS Newswire
Wellgistics Health Introduces HubRx AI: Advancing the AI-Powered Prescription Ecosystem
August 27, 2025
Via
ACCESS Newswire
Wellgistics Health Achieves Stability in First-Half 2025 and Executes Growth Initiatives
August 20, 2025
Via
ACCESS Newswire
Wellgistics Health Terminates Equity Line of Credit to Further Support Growth Strategy
August 14, 2025
Via
ACCESS Newswire
Wellgistics Health (NASDAQ: WGRX) Launches XRP Payment Program for Independent Pharmacies
August 13, 2025
Via
ACCESS Newswire
Wellgistics Health Converts $8.1M Debt to Equity
July 25, 2025
Via
ACCESS Newswire
WGRX CEO Brian Norton to Go Live on Floorstocks YouTube — Unfiltered Market Talk at 1 PM EST
July 22, 2025
From
Floorstocks
Via
GlobeNewswire
Floorstocks Releases Exclusive Nasdaq MarketSite Interview with Wellgistics Health Inc. (NASDAQ: WGRX)
July 10, 2025
From
Floorstocks
Via
GlobeNewswire
Wellgistics Health (NASDAQ:WGRX) Accelerates Platform Growth in Q2 With 116 Manufacturer Partnerships, 12,400+ New Products, and 275+ Pharmacies Added to Its Expanding Tech Based Drug Ecosystem
June 25, 2025
Via
ACCESS Newswire
Wellgistics Health Joins OptiSource to Expand Access and Drive Savings for Independent Pharmacies
June 10, 2025
Via
ACCESS Newswire
Wellgistics Health Announces Preliminary Inclusion in the Russell 2000 and Russell 3000 Indexes
May 29, 2025
Via
ACCESS Newswire
Wellgistics Health Strengthens Executive Team and Board with Strategic Appointments to Accelerate Scale and Drive Shareholder Value
May 28, 2025
Via
ACCESS Newswire
Wellgistics Health Reports 36% Revenue Growth in Q1 2025 as Manufacturer Access and Pharmacy Onboarding Accelerate
May 12, 2025
Via
ACCESS Newswire
CORRECTION FROM SOURCE: Wellgistics Health Secures $50M ELOC Facility for XRP Treasury Reserve and Real-Time Payments Infrastructure and Other General Ops
May 08, 2025
Via
ACCESS Newswire
Wellgistics Health Secures $50M Credit Facility and Launches XRP-Powered Payment Initiative
May 08, 2025
Via
ACCESS Newswire
Wellgistics Health Reports Strong Q1 Operational Growth Across Manufacturer, Product, and Pharmacy Expansion with Over 350 New Pharmacies Added to Its Nationwide Network
April 30, 2025
Via
ACCESS Newswire
Wellgistics Names Mark DiSiena as New CFO
April 24, 2025
Via
ACCESS Newswire
CEO of Wellgistics Health Converts $1.5 Million of Debt to Equity at IPO Price
April 15, 2025
Via
ACCESS Newswire
Wellgistics Health, Inc. Announces Agreement to Acquire Peek Healthcare Technologies, Inc., to Support Over 2,500 Patients and $1.5MM Annual Revenue
April 10, 2025
Via
ACCESS Newswire
D. Boral Capital Served as Joint Bookrunner to Wellgistics Health, Inc. (Nasdaq: WGRX) in connection with its $4.0 Million Initial Public Offering
February 25, 2025
Via
ACCESS Newswire
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