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home
about us
Investment Approach
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Team Biographies
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
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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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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
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Clover Health Investments, Corp. - Class A Common stock
(NQ:
CLOV
)
2.350
UNCHANGED
Streaming Delayed Price
Updated: 4:00 PM EST, Dec 31, 2025
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Press Releases about Clover Health Investments, Corp. - Class A Common stock
From Hype to P&L: Hospitals Now Buying AI That Pays
December 08, 2025
ISSUED ON BEHALF OF VENTRIPOINT DIAGNOSTICS LTD.
From
USA News Group
Via
GlobeNewswire
Clover Health’s Remarkable Turnaround: A Deep Dive into 2023 Results and 2024 Outlook
March 13, 2024
Via
AB Newswire
An In-Depth Analysis of Humana Inc. and the Shifting Dynamics in Medicare Advantage: Exploring the Potential for Clover Health
January 26, 2024
Via
AB Newswire
Artificial Intelligence (AI) Reshaping Healthcare Industry with Unimaginable Potential
November 20, 2024
EQNX::TICKER_START (OTCQB:AVAI),(NYSE:TDOC),(NASDAQ:TEM),(NYSE:MDT),(NASDAQ:CLOV) EQNX::TICKER_END
Via
FinancialNewsMedia
Topics
Artificial Intelligence
Fraud
BestGrowthStocks.Com Issues Extensive Comprehensive Analysis of Clover Health Investments, Corp.
January 10, 2024
January 10th, 2024 / Best Growth Stocks, a leading independent equity research and corporate access firm focused on finding and reporting on the best growth stocks utilizing exclusive ai-assisted...
Via
TheNewswire.com
INVESTIGATION ALERT: Scott+Scott Attorneys at Law LLP Investigates Social Capital Hedosophia Holding Corp. III’s Directors and Officers for Breach of Fiduciary Duties – IPOC, CLOV
March 23, 2023
From
Scott+Scott Attorneys at Law LLP
Via
Business Wire
Artificial Intelligence (AI) Reshaping Healthcare Industry with Unimaginable Potential
November 20, 2024
From
FN Media Group LLC
Via
GlobeNewswire
CLOVER HEALTH ALERT: Bragar Eagel & Squire, P.C. is Investigating Clover Health Investments Corp. on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm
January 26, 2023
From
Bragar Eagel & Squire, P.C.
Via
Business Wire
Clover Health Medicare Advantage Plans Earn 3.5 Star Rating for 2023
October 11, 2022
From
Clover Health Investments, Corp.
Via
GlobeNewswire
Clover Health Debuts New Medicare Advantage Plans for 2023
October 06, 2022
From
Clover Health Investments, Corp.
Via
GlobeNewswire
Clover Health Investments, Corp. (NASDAQ:CLOV) Investor Alert: Investigation Concerning Possible Wrongdoing
↗
August 23, 2022
San Diego, CA -- (SBWIRE) -- 08/23/2022 -- An investigation was announced over potential breaches of fiduciary duties by certain directors at Clover Health Investments, Corp.
Via
SBWire
Clover Health Announces Inducement Grant under Nasdaq Listing Rule 5635(c)(4)
July 26, 2022
From
Clover Health Investments, Corp.
Via
GlobeNewswire
Dr. Carladenise Armbrister Edwards Joins Clover Health Board of Directors
July 26, 2022
From
Clover Health Investments, Corp.
Via
GlobeNewswire
Clover Health Investments, Corp. (NASDAQ:CLOV) Investor Notice: Update in Lawsuit
↗
May 26, 2022
San Diego, CA -- (SBWIRE) -- 05/26/2022 -- The Shareholders Foundation announced an update in the lawsuit that is pending for certain investors in shares of Clover Health Investments, Corp....
Via
SBWire
Clover Health Investments, Corp. (NASDAQ:CLOV) Investor Alert: Update in Lawsuit
↗
April 22, 2022
San Diego, CA -- (SBWIRE) -- 04/22/2022 -- The Shareholders Foundation announced an update in the lawsuit that is pending for certain investors in shares of Clover Health Investments, Corp....
Via
SBWire
Clover Health Investments, Corp. (NASDAQ:CLOV) Investor Notice: Update in Lawsuit
↗
February 02, 2022
San Diego, CA -- (SBWIRE) -- 02/02/2022 -- The Shareholders Foundation announced an update in the lawsuit that is pending for certain investors in shares of Clover Health Investments, Corp....
Via
SBWire
Scott+Scott Attorneys at Law LLP Investigates Social Capital Hedosophia Holding Corp. III’s Directors and Officers for Breach of Fiduciary Duties – IPOC, CLOV
August 03, 2021
From
Scott+Scott Attorneys at Law LLP
Via
Business Wire
Upward Health Announces Contract with Clover Health to Serve Patients In Four States Under New Direct Contracting Initiative
June 10, 2021
From
Upward Health
Via
Business Wire
Scott+Scott Attorneys at Law LLP Investigates Clover Health Investments, Corp.’s Directors and Officers for Breach of Fiduciary Duties – CLOV, IPOC
May 24, 2021
From
Scott+Scott Attorneys at Law LLP
Via
Business Wire
Shareholder Alert: Robbins LLP is Investigating Clover Health Investments, Corp. (CLOV) on Behalf of Shareholders
May 10, 2021
From
Robbins LLP
Via
Business Wire
SHAREHOLDER ALERT: Law Offices of Timothy L. Miles is Investigating Clover Health Investments, Corp.
April 30, 2021
SHAREHOLDER ALERT: The Law Offices of Timothy L. Miles is Investigating Clover Health Investments, Corp. (CLOV) on Behalf of Shareholders
Via
EIN Presswire
Shareholder Alert: Robbins LLP is Investigating Clover Health Investments, Corp. (CLOV) on Behalf of Shareholders
April 23, 2021
From
Robbins LLP
Via
Business Wire
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