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home
about us
Investment Approach
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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
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Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
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Client Contact with Portfolio Manager(s)
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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
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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
Tax-Free Income Seminar
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agilon health, inc. Common Stock
(NY:
AGL
)
0.8285
-0.0015 (-0.18%)
Streaming Delayed Price
Updated: 2:43 PM EST, Feb 2, 2026
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All News about agilon health, inc. Common Stock
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Central Ohio Primary Care (COPC) and agilon health Partner with COPE Health Solutions to Launch Primary Care Advanced Practice Provider (APP) Fellowship Program
February 15, 2023
From
agilon health, inc.
Via
Business Wire
Lexington Clinic, Central Kentucky's Oldest and Largest Multi-Specialty Physician Group, Partners with agilon health to Introduce Value-based Primary Care Delivery
February 09, 2023
From
agilon health
Via
Business Wire
agilon health Sets Date to Report Fourth Quarter and Full Year 2022 Financial Results
January 31, 2023
From
agilon health
Via
Business Wire
6 Analysts Have This to Say About Agilon Health
↗
December 09, 2022
Via
Benzinga
Where Agilon Health Stands With Analysts
↗
December 09, 2022
Via
Benzinga
What 6 Analyst Ratings Have To Say About Agilon Health
↗
December 09, 2022
Via
Benzinga
Diabetes Patients See Significant Benefit from Value-Based, Total Care Model, According to New Data from agilon health
January 24, 2023
From
agilon health
Via
Business Wire
Tesla, Zillow, Albireo Pharma And Some Other Big Stocks Moving Higher On Monday
↗
January 09, 2023
U.S. stocks traded higher, with the Dow Jones gaining more than 150 points on Monday. Here are some big stocks recording losses in today’s session.
Via
Benzinga
agilon health to Participate in the 41st Annual J.P. Morgan Healthcare Conference
December 21, 2022
From
agilon health, inc.
Via
Business Wire
Analyst Ratings for Agilon Health
↗
December 09, 2022
Via
Benzinga
Expert Ratings for Agilon Health
↗
December 09, 2022
Via
Benzinga
Where Agilon Health Stands With Analysts
↗
September 12, 2022
Within the last quarter, Agilon Health (NYSE:AGL) has observed the following analyst ratings:
Via
Benzinga
4 Analysts Have This to Say About Agilon Health
↗
September 12, 2022
Analysts have provided the following ratings for Agilon Health (NYSE:AGL) within the last quarter:
Via
Benzinga
agilon health to Participate in Wolfe Research Healthcare Conference
November 07, 2022
From
agilon health
Via
Business Wire
SVB Leerink Maintains Outperform Rating for Agilon Health: Here's What You Need To Know
↗
November 04, 2022
SVB Leerink has decided to maintain its Outperform rating of Agilon Health (NYSE:AGL) and lower its price target from $33.00 to $30.00. Shares of Agilon Health are trading down 5.7% over the last 24...
Via
Benzinga
5 Analysts Have This to Say About Agilon Health
↗
November 04, 2022
Over the past 3 months, 5 analysts have published their opinion on Agilon Health (NYSE:AGL) stock. These analysts are typically employed by large Wall Street banks and tasked with understanding a...
Via
Benzinga
agilon health Reports Third Quarter 2022 Results
November 03, 2022
From
agilon health, inc.
Via
Business Wire
agilon health Sets Date to Report Third Quarter 2022 Financial Results
October 10, 2022
From
agilon health, inc.
Via
Business Wire
Analyst Ratings for Agilon Health
↗
September 12, 2022
Analysts have provided the following ratings for Agilon Health (NYSE:AGL) within the last quarter:
Via
Benzinga
Don’t Miss This Explosive Breakout Setup In AGL
↗
August 11, 2022
Recent IPO agilon health ticks all the boxes for a powerful breakout in the coming days. Here’s a simple, educational chart walk-through to give you the inside edge ahead of the crowd.
Via
Talk Markets
Benzinga's Top Ratings Upgrades, Downgrades For September 14, 2022
↗
September 14, 2022
Upgrades For Iris Energy Ltd (NASDAQ:IREN), Compass Point upgraded the previous rating of Neutral to Buy. The current stock performance of Iris Energy shows a 52-week-high of $17.97 and a 52-week-low...
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For September 12, 2022
↗
September 12, 2022
Upgrades
Via
Benzinga
agilon health to Participate in Upcoming Investor Conferences
August 29, 2022
From
agilon health
Via
Business Wire
Owl Creek Urges Cano Health Board To Consider Potential Sale
↗
August 23, 2022
Owl Creek Asset Management L.P. sent a letter to Cano Health Inc (NYSE: CANO) board
Via
Benzinga
agilon health Announces Retirement and New Appointment to its Board of Directors
August 10, 2022
From
agilon health, inc.
Via
Business Wire
agilon health Releases Inaugural ESG Report Launching Total Care, Healthier Communities Impact Strategy
August 09, 2022
From
agilon health
Via
Business Wire
Why Embark Technology Jumped Around 85%; Here Are 108 Biggest Movers From Friday
↗
August 15, 2022
Gainers Embark Technology, Inc. (NASDAQ: EMBK) jumped 84.8% to close at $1.07 on Friday after the company reported better-than-expected Q2 EPS results.
Via
Benzinga
Wells Fargo Maintains Overweight Rating for Agilon Health: Here's What You Need To Know
↗
August 08, 2022
Wells Fargo has decided to maintain its Overweight rating of Agilon Health (NYSE:AGL) and raise its price target from $23.00 to $28.00. Shares of Agilon Health are trading up 6.74% over the last 24...
Via
Benzinga
agilon health Reports Second Quarter 2022 Results
August 04, 2022
From
agilon health
Via
Business Wire
10 Health Care Stocks With Whale Alerts In Today's Session
↗
August 04, 2022
This whale alert can help traders discover the next big trading opportunities. Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity...
Via
Benzinga
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