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home
about us
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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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Back Dated Performance Reports
Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
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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
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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McKesson Corp
(NY:
MCK
)
823.95
-2.56 (-0.31%)
Official Closing Price
Updated: 7:00 PM EST, Jan 7, 2026
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Flowers Foods, EverCommerce, And Some Other Big Stocks Moving Lower On Friday
↗
November 11, 2022
U.S. stocks traded mixed, with the Nasdaq gaining more than 100 points on Friday. Here are some big stocks recording losses in today’s session.
Via
Benzinga
US Authority Plans Massive Expansion Of Medication Access To Combat Opioid Overdose Crisis
↗
November 08, 2022
Struggling with the opioid crisis, U.S. authorities plan to substantially expand access to medications tackling opioid addiction, such as methadone, buprenorphine, and naltrexone.
Via
Benzinga
Analyzing McKesson's Short Interest
↗
November 07, 2022
McKesson's (NYSE:MCK) short percent of float has fallen 8.15% since its last report. The company recently reported that it has 2.74 million shares sold short, which is 2.14% of all regular shares that...
Via
Benzinga
Stock Market Rally Tumbles On Hawkish Fed Chief Powell; Jobs, Earnings Also In Focus: Weekly Review
↗
November 04, 2022
A mixed jobs report and heavy earnings swung stocks.
Via
Investor's Business Daily
5 Analysts Have This to Say About McKesson
↗
November 02, 2022
Within the last quarter, McKesson (NYSE:MCK) has observed the following analyst ratings:
Via
Benzinga
Bear Market Investing: Should You Buy Today's Top Performers?
↗
November 03, 2022
Some stocks are defying the bear market.
Via
The Motley Fool
Why Rogers Shares Are Trading Sharply Lower; Here Are 33 Stocks Moving Premarket
↗
November 02, 2022
Gainers Avinger, Inc. (NASDAQ: AVGR) rose 32% to $1.36 in pre-market trading. Avinger is expected to release its financial results for the third quarter on Wednesday, November 9, 2022.
Via
Benzinga
McKesson To $440? Plus This Analyst Raises PT On Fox
↗
November 02, 2022
Baird boosted the price target on McKesson Corporation (NYSE: MCK) from $405 to $440. McKesson shares fell 1.7% to $375.55 in pre-market trading.
Via
Benzinga
McKesson (MCK) Q2 2023 Earnings Call Transcript
↗
November 01, 2022
MCK earnings call for the period ending September 30, 2022.
Via
The Motley Fool
Drug Behemoth McKesson Calls For Greater-Than-Expected Covid Windfall
↗
November 01, 2022
The company now expects kitting and distributing vaccines to account for more profit.
Via
Investor's Business Daily
2 Buffett Stocks to Buy More Of In October
↗
October 26, 2022
Buffett doesn't flee bear markets. And neither should we.
Via
The Motley Fool
Warren Buffett's Buying This Passive Income Stock
↗
October 08, 2022
You should have this blue chip healthcare stock on your radar.
Via
The Motley Fool
McKesson Corporation Reports Fiscal 2023 Second-Quarter Results and Raises Full-Year Guidance
November 01, 2022
From
McKesson Corporation
Via
Business Wire
$100 Invested In McKesson 5 Years Ago Would Be Worth This Much Today
↗
October 31, 2022
McKesson (NYSE:MCK) has outperformed the market over the past 5 years by 14.92% on an annualized basis producing an average annual return of 23.29%. Currently, McKesson has a market capitalization of...
Via
Benzinga
The 7 Best Boring Stocks to Buy for Red-Hot Returns
↗
October 31, 2022
The best boring stocks come in all shapes and sizes. Here are seven you’ll want to consider for your “boring” portfolio.
Via
InvestorPlace
Ethereum Versus The S&P 500 - Where Should You Focus?
↗
October 28, 2022
The answer if you consider yourself an investor is both. The mistake people often make is obsessing over a single asset or asset class, drastically reducing their chances of making consistent...
Via
Benzinga
3 Warren Buffett Stocks That Should Beat the Market During a Recession
↗
October 28, 2022
With fears of a recession rising, two of the three are already outperforming the S&P 500.
Via
The Motley Fool
Earnings Scheduled For November 1, 2022
↗
November 01, 2022
Companies Reporting Before The Bell • BP (NYSE:BP) is estimated to report quarterly earnings at $2.07 per share on revenue of $64.76 billion.
Via
Benzinga
McKesson Corporation Declares Quarterly Dividend
October 27, 2022
From
McKesson Corporation
Via
Business Wire
Warren Buffett's Buying This Passive Income Stock: Should You?
↗
October 25, 2022
McKesson delivered share price gains and passive income so far this year.
Via
The Motley Fool
'Right Now I Don't Want To Back Away From It,' Jim Cramer Says About This Stock Down Only 8% This Year
↗
October 24, 2022
On CNBC’s "Mad Money Lightning Round," Jim Cramer said he doesn’t want to back away from Iron Mountain Incorporated (NYSE: IRM) right now. "We may have to do new work on Iron Mountain to see if it’s as...
Via
Benzinga
5 Solid Dividend Growth Stocks For Q4
↗
October 22, 2022
Five dividend growth stocks that could be compelling picks amid market volatility.
Via
Talk Markets
S&P 500 Biotech Giant Vertex Leads 5 Stocks Showing Strength
↗
October 22, 2022
Vertex and LNG play Cheniere Energy are setting up bullishly.
Via
Investor's Business Daily
Is This Buffett-Backed Blue Chip Stock a Buy?
↗
October 22, 2022
Berkshire Hathaway increased its stake in this healthcare stock by 9.5% in the second quarter.
Via
The Motley Fool
Cardinal Health Clears Base, But Can It Maintain Uptrend?
October 20, 2022
Cardinal Health, which distributes branded and generic pharmaceuticals and other healthcare products, cleared a cup-with-handle buy point Wednesday.
Via
MarketBeat
Why Ticker Symbols Mean Very Little: Three Tech Giants Versus An Obscure Stock
↗
October 18, 2022
The S&P 500 continues to do battle with the weekly 200 simple moving average, a critical level that will determine if we see a repeat of 2000 and 2008 or a revival of a bull market.
Via
Benzinga
7 Warren Buffett Stocks to Buy and Hold for the Next Decade
↗
October 17, 2022
Intelligent investors know that purchasing Warren Buffett stocks to buy and hold will work in the long-term.
Via
InvestorPlace
3 Stocks to Add to Your Portfolio in the Market Downturn
↗
October 15, 2022
All three companies have easily surpassed the S&P 500 average this year.
Via
The Motley Fool
ZoomInfo Technologies, McKesson And This Restaurant Stock Insiders Are Selling
↗
October 13, 2022
US crude oil futures traded lower this morning on Thursday. Investors, meanwhile, focused on some notable insider trades.
Via
Benzinga
McKesson Corporation Extends Pharmaceutical Distribution Agreement With CVS Health
September 29, 2022
From
McKesson Corporation
Via
Business Wire
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