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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
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TAF sm Program
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Event Schedule
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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
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SOPHiA GENETICS SA - Ordinary Shares
(NQ:
SOPH
)
4.880
-0.170 (-3.37%)
Streaming Delayed Price
Updated: 4:00 PM EDT, May 22, 2026
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Preview: Sophia Genetics's Earnings
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Earnings Preview: Sophia Genetics
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A Preview Of Sophia Genetics's Earnings
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Why SOPHiA GENETICS Shares Are Trading Lower By 19%? Here Are Other Stocks Moving In Tuesday's Mid-Day Session
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March 05, 2024
Shares of SOPHiA GENETICS SA (NASDAQ: SOPH) fell sharply during Tuesday’s session after the company reported worse than expected fourth-quarter earnings and issued 2024 guidance.
Via
Benzinga
SOPHiA GENETICS Reports Fourth Quarter and Full Year 2023 Results
March 05, 2024
Strong momentum to continue in 2024 as SOPHiA GENETICS announces record revenue, 35 new customer additions in Q4, and 36% cash burn decline in FY 2023
From
SOPHiA GENETICS, Inc.
Via
GlobeNewswire
Earnings Scheduled For March 5, 2024
↗
March 05, 2024
Companies Reporting Before The Bell • NIO (NYSE:NIO) is estimated to report quarterly loss at $0.51 per share on revenue of $2.29 billion.
Via
Benzinga
SOPHiA GENETICS to Participate in Fireside Chat at the 44th Annual TD Cowen Health Care Conference
February 22, 2024
From
SOPHiA GENETICS, Inc.
Via
GlobeNewswire
SOPHiA GENETICS to Announce Financial Results for the Fourth Quarter and Full-Year 2023 on March 5, 2024
February 20, 2024
From
SOPHiA GENETICS, Inc.
Via
GlobeNewswire
Top 5 Health Care Stocks That May Crash This Month
↗
January 22, 2024
As of Jan. 22, 2024, five stocks in the health care sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.
Via
Benzinga
SOPHiA GENETICS to Present at the J.P. Morgan 2024 Healthcare Conference
December 14, 2023
From
SOPHiA GENETICS, Inc.
Via
GlobeNewswire
Earnings Scheduled For November 7, 2023
↗
November 07, 2023
Companies Reporting Before The Bell • CorEnergy Infr Tr (NYSE:CORR) is estimated to report earnings for its third quarter.
Via
Benzinga
SOPHiA GENETICS Reports Financial Results for the Third Quarter of Fiscal 2023
November 07, 2023
Record results on growth acceleration, significant improvement in operating loss and cash burn
From
SOPHiA GENETICS, Inc.
Via
GlobeNewswire
SOPHiA GENETICS to Announce Financial Results for the Third Quarter of Fiscal 2023 on November 7, 2023
October 24, 2023
From
SOPHiA GENETICS, Inc.
Via
GlobeNewswire
SOPHiA GENETICS Reports Financial Results for the Second Quarter of Fiscal 2023
August 08, 2023
Robust growth and efficient expense execution continues
From
SOPHiA GENETICS, Inc.
Via
GlobeNewswire
SOPHiA GENETICS Reports Financial Results for the First Quarter of Fiscal 2023
May 09, 2023
Strong growth momentum and efficient expense execution continues
From
SOPHiA GENETICS, Inc.
Via
GlobeNewswire
SOPHiA GENETICS’ SOPHiA DDM™ HRD Solution is Tapped by Unipath Specialty Laboratory Limited
May 03, 2023
From
SOPHiA GENETICS
Via
Business Wire
SOPHiA GENETICS Celebrates Swiss Biotech Award
April 25, 2023
From
SOPHiA GENETICS
Via
Business Wire
SOPHiA GENETICS to Announce Financial Results for the First Quarter of Fiscal 2023 on May 9, 2023
April 25, 2023
From
SOPHiA GENETICS, Inc.
Via
GlobeNewswire
The University of Maryland Medical Center Chooses SOPHiA GENETICS Technology
April 18, 2023
From
SOPHiA GENETICS
Via
Business Wire
Krsnaa Diagnostics is Live on SOPHiA GENETICS
April 11, 2023
From
SOPHiA GENETICS
Via
Business Wire
Tel Aviv Sourasky Medical Center Chooses SOPHiA DDMTM HRD Solution of SOPHiA GENETICS
April 04, 2023
From
SOPHiA GENETICS
Via
Business Wire
Acutis Diagnostics Leverages SOPHiA GENETICS Technology to Create New Next Generation Sequencing Test
March 28, 2023
From
SOPHiA GENETICS
Via
Business Wire
12 Health Care Stocks Moving In Monday's Intraday Session
↗
March 20, 2023
Via
Benzinga
Why Bed Bath & Beyond Shares Are Trading Lower By Around 24%? Here Are Other Stocks Moving In Monday's Mid-Day Session
↗
March 20, 2023
Gainers
Via
Benzinga
12 Health Care Stocks Moving In Tuesday's After-Market Session
↗
March 14, 2023
Via
Benzinga
SOPHiA GENETICS and Agilent Partner on Comprehensive Solution for Cancer Analysis
March 14, 2023
From
SOPHiA GENETICS
Via
Business Wire
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