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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
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
Services, Fees and Compensation
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Event Schedule
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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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HealthEquity, Inc. - Common Stock
(NQ:
HQY
)
93.48
+1.03 (+1.11%)
Streaming Delayed Price
Updated: 4:00 PM EST, Dec 26, 2025
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Press Releases about HealthEquity, Inc. - Common Stock
If You Have Suffered Losses in HealthEquity, Inc. (NASDAQ: HQY) You Are Encouraged to Contact The Rosen Law Firm About Your Rights
May 19, 2025
From
The Rosen Law Firm PA
Via
GlobeNewswire
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of HealthEquity, Inc. - HQY
May 09, 2025
From
Pomerantz LLP
Via
GlobeNewswire
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims on Behalf of Investors of HealthEquity, Inc. - HQY
May 05, 2025
From
Pomerantz LLP
Via
GlobeNewswire
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of HealthEquity, Inc. - HQY
April 29, 2025
From
Pomerantz LLP
Via
GlobeNewswire
If You Have Suffered Losses in HealthEquity, Inc. (NASDAQ: HQY) You Are Encouraged to Contact The Rosen Law Firm About Your Rights
April 27, 2025
From
The Rosen Law Firm PA
Via
GlobeNewswire
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of HealthEquity, Inc. - HQY
April 25, 2025
From
Pomerantz LLP
Via
GlobeNewswire
HealthEquity, Inc. Announcement: If You Have Suffered Losses in HealthEquity, Inc. (NASDAQ: HQY) You Are Encouraged to Contact The Rosen Law Firm About Your Rights
April 21, 2025
From
The Rosen Law Firm PA
Via
GlobeNewswire
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of HealthEquity, Inc. - HQY
April 21, 2025
From
Pomerantz LLP
Via
GlobeNewswire
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of HealthEquity, Inc. - HQY
April 17, 2025
From
Pomerantz LLP
Via
GlobeNewswire
HealthEquity, Inc. Announcement: If You Have Suffered Losses in HealthEquity, Inc. (NASDAQ: HQY) You Are Encouraged to Contact The Rosen Law Firm About Your Rights
April 12, 2025
From
The Rosen Law Firm PA
Via
GlobeNewswire
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of HealthEquity, Inc. - HQY
April 12, 2025
From
Pomerantz LLP
Via
GlobeNewswire
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of HealthEquity, Inc. - HQY
April 07, 2025
From
Pomerantz LLP
Via
GlobeNewswire
HealthEquity, Inc. Announcement: If You Have Suffered Losses in HealthEquity, Inc. (NASDAQ: HQY) You Are Encouraged to Contact The Rosen Law Firm About Your Rights
April 06, 2025
From
The Rosen Law Firm PA
Via
GlobeNewswire
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of HealthEquity, Inc. - HQY
April 03, 2025
From
Pomerantz LLP
Via
GlobeNewswire
Rosen Law Firm Encourages HealthEquity, Inc. Investors to Inquire About Securities Class Action Investigation – HQY
April 02, 2025
From
The Rosen Law Firm, P.A.
Via
Business Wire
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of HealthEquity, Inc. - HQY
March 30, 2025
From
Pomerantz LLP
Via
GlobeNewswire
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of HealthEquity, Inc. - HQY
March 26, 2025
From
Pomerantz LLP
Via
GlobeNewswire
2 Recession-Resistant Stocks for Tough Market Conditions
September 11, 2024
The fear of an economic recession has been ever prevalent for years. Investors constantly wonder how to protect their portfolios in the event of a recession.
Via
MarketBeat
Topics
Economy
Federman & Sherwood Investigates HealthEquity Inc. for Data Breach
July 29, 2024
From
Federman & Sherwood
Via
Business Wire
HealthEquity Stock: Leading Health Savings Account Investment
June 10, 2024
HealthEquity Inc (NASDAQ: HQY) is one of the nation’s largest providers of health savings accounts (HSA) and consumer-directed benefits (CDB) services.
Via
MarketBeat
HealthEquity Forum to Unveil 2024's Top Employee Benefits Trends: AI, Cost Management, and More
December 12, 2023
Expert panel to explore key trends in healthcare cost management, AI in healthcare, and elevating benefits literacy among a diverse workforce
From
HealthEquity, Inc.
Via
GlobeNewswire
HealthEquity Named Top Workplace in Rankings Nationwide
November 07, 2023
Authentic culture and values recognized by teammates
From
HealthEquity, Inc.
Via
GlobeNewswire
UPDATE: Conduent’s BenefitWallet HSA Portfolio Moving to HealthEquity
September 19, 2023
From
HealthEquity, Inc.; Conduent Incorporated
Via
GlobeNewswire
Conduent’s BenefitWallet HSA Portfolio Moving to HealthEquity
September 19, 2023
From
HealthEquity, Inc.; Conduent Incorporated
Via
GlobeNewswire
HealthEquity Partners With Microsoft to Fast-Track the Future of Health Benefits Using Cloud Capabilities
April 04, 2023
Collaboration drives digital transformation with Microsoft Azure, build better experiences for customers and employees
From
HealthEquity, Inc.
Via
GlobeNewswire
HealthEquity Continues to Lead in Gender Equality and as a Top Workplace
February 07, 2023
Company ranks highly in Bloomberg Gender Equality Index and in third-party employee feedback study
From
HealthEquity, Inc.
Via
GlobeNewswire
HealthEquity Ranked No. 1 HSA Provider on its 20th Anniversary, Releases New Edition of the HSA Guidebook
November 01, 2022
2022 Devenir Mid-Year HSA report establishes HealthEquity as the leading HSA administrator in assets and accounts
From
HealthEquity, Inc.
Via
GlobeNewswire
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