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home
about us
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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
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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
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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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Event Schedule
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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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RSVP-Signup Form
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UnitedHealth Group
(NY:
UNH
)
407.08
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EDT, Aug 7, 2026
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All News about UnitedHealth Group
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PBM’s Under Regulatory Attack-Blockchain Upstart WGRX Belongs on Investor’s Radar
February 26, 2026
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Molina Healthcare (MOH): Buy, Sell, or Hold Post Q4 Earnings?
February 25, 2026
Over the past six months, Molina Healthcare’s shares (currently trading at $145.75) have posted a disappointing 16.6% loss, well below the S&P 500’s 6.5% gain. This was partly due to its softer...
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Resilience Amid Transition: ADP Data Shows Four-Week Streak of Private Sector Gains
February 25, 2026
As the United States economy navigates a complex transition period in early 2026, new data from Automatic Data Processing (NASDAQ: ADP) suggests a resilient, albeit uneven, labor market. For the fourth...
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The Five-Digit Milestone: Dow Jones Pierces 50,000 as Market Breadth Fuels Historic Bull Run
February 25, 2026
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Trump’s SEC Crackdown: The End of the ESG Era and the Rise of Fiduciary-First Governance
February 25, 2026
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Via
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The Great Managed Care Reset: UnitedHealth’s 2025 Profit Slump Signals a New Era of Austerity for Medicare Advantage
February 25, 2026
The "golden era" of the managed care sector came to an abrupt and painful halt this year, as UnitedHealth Group (NYSE: UNH) reported a staggering 16% decline in full-year 2025 net profits. This...
Via
MarketMinute
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Earnings
Economy
Here's How Much You Would Have Made Owning UnitedHealth Group Stock In The Last 15 Years
↗
February 25, 2026
Via
Benzinga
UnitedHealth Group Board Authorizes Payment of Quarterly Dividend
February 25, 2026
From
UnitedHealth Group
Via
Business Wire
Nasdaq, S&P 500 Futures Subdued Ahead Of Nvidia Earnings: Why WBD, NFLX, UNH, LCID, WULF Are On Traders' Radar Today
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February 25, 2026
Data from Stocktwits showed that retail sentiment on SPY and QQQ diverged.
Via
Stocktwits
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Government
A Tale of Two Titans: Eli Lilly Surges as Novo Nordisk Stumbles in the Weight Loss Price War
February 24, 2026
The global pharmaceutical landscape underwent a seismic shift today, February 24, 2026, as the two pioneers of the weight loss drug revolution reported vastly different outlooks for the coming year....
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MarketMinute
Resilience Amidst Retrenchment: S&P 500 Tests 6,900 as Corporate Earnings Defy Policy Turbulence
February 24, 2026
The S&P 500 (INDEXSP: .INX) is currently locked in a high-stakes tug-of-war, hovering near the psychologically significant 6,900 level as of February 24, 2026. Despite a backdrop of intensifying trade...
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Top S&P500 movers in Tuesday's session
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February 24, 2026
Via
Chartmill
The Great Defensive Pivot: Staples and Health Care Surge as AI Fatigue and Trade Turmoil Rattle Tech
February 24, 2026
As of February 24, 2026, investors are aggressively rotating out of the high-flying technology sector and into the perceived safety of Consumer Staples and Health Care. While the tech-heavy Nasdaq-100...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
World Trade
The Medicare Rate Shock: Trump Administration’s ‘Flat’ Proposal Triggers Healthcare Market Meltdown
February 24, 2026
The healthcare sector is reeling this February as a series of aggressive regulatory maneuvers from the Trump administration has sent shockwaves through the insurance industry. In what analysts are...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Government
Is UnitedHealth Stock Underperforming the Dow?
February 24, 2026
UnitedHealth has underperformed the Dow over the past year, but analysts are cautiously optimistic about the stock’s prospects.
Via
Barchart.com
Topics
Stocks
Hinge Health’s AI Moat Might Be Its Patient Movement Data
↗
February 23, 2026
Via
MarketBeat
Topics
Artificial Intelligence
What's Wrong With UnitedHealth Stock?
↗
February 21, 2026
A soft revenue outlook coupled with bad news on Medicare is hurting the stock.
Via
The Motley Fool
Topics
Government
Brightstar Lottery Stock Down 26% as Investor Sells $10 Million in Shares Amid $629 Million Quarter
↗
February 20, 2026
Brightstar Lottery delivers technology and services to regulated lottery markets worldwide, backed by strong recurring revenue streams.
Via
The Motley Fool
Topics
Regulatory Compliance
This Fund's New $14 Million Stake in Cal-Maine Foods Signals Conviction Even as Income Sank 50% Last Quarter
↗
February 20, 2026
Cal-Maine Foods is a leading producer of shell eggs and specialty varieties, serving major retail and foodservice customers nationwide.
Via
The Motley Fool
Topics
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Supply Chain
Braze Stock Down 59%, so Why Did One Fund Just Invest Another $16 Million in Shares?
↗
February 20, 2026
This SaaS provider delivers advanced customer engagement tools for brands seeking data-driven digital marketing solutions worldwide.
Via
The Motley Fool
Topics
Regulatory Compliance
The Resilience of a Healthcare Titan: A Deep Dive into UnitedHealth Group (UNH) in 2026
February 20, 2026
As of February 20, 2026, UnitedHealth Group (NYSE: UNH) finds itself at a historic crossroads. For decades, the Minnetonka-based behemoth was the undisputed gold standard of the healthcare sector—a...
Via
Finterra
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Dow 50,000: Blue-Chips Surge as the 'Great Rotation' Rewrites the Market Playbook
February 19, 2026
The global financial landscape reached a historic milestone on February 6, 2026, when the Dow Jones Industrial Average (DJIA) breached the 50,000-point threshold for the first time in its 130-year...
Via
MarketMinute
Topics
Artificial Intelligence
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Blue-Chip Breakout: Dow Jones Surges Past 50,000 as Value Rotation Anchors New Bull Phase
February 19, 2026
The financial world witnessed a historic transition this month as the Dow Jones Industrial Average crossed the 50,000-point threshold for the first time in history. On February 6, 2026, the...
Via
MarketMinute
Topics
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Energy
Naya Capital Adds Masimo Shares
↗
February 19, 2026
Masimo supplies noninvasive monitoring tech to hospitals and care providers, serving both medical and consumer health markets worldwide.
Via
The Motley Fool
Topics
Regulatory Compliance
What Is One of the Best Healthcare Stocks to Own for the Next 10 Years?
↗
February 18, 2026
Don't let current struggles distract from this company's long-term appeal.
Via
The Motley Fool
UnitedHealth Group Faces New Challenges -- What Investors Need to Know
↗
February 18, 2026
A potential new challenge could weigh on profit.
Via
The Motley Fool
Topics
Artificial Intelligence
Government
Health Care Sector (XLV) Shows Resilience Amid Tech Volatility and Strong Jobs Data
February 18, 2026
As the broader market grappled with a violent valuation reset in the technology sector, the health care industry emerged as a critical anchor for investors in early 2026. The Health Care Select Sector...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Earnings
Labor Market Defiance: January Jobs Surge Crushes Estimates, Cooling Recession Fears While Stiffening Fed Resolve
February 18, 2026
The U.S. labor market delivered a stunning "upside surprise" in January 2026, reporting a nonfarm payroll increase of 130,000 jobs—far surpassing the consensus estimate of 55,000. This unexpected burst...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Energy
S&P 500 Valuation Warning: Fed Flags 'Expensive' Market as Tariffs and Rates Threaten Reset
February 18, 2026
The Federal Reserve has issued a stark warning in its latest assessment of the nation’s financial health, characterizing the S&P 500 (SPX) as "very expensive" by historical standards. As of February...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
The 50,000 Milestone: Inside the Dow’s Historic Surge and the Fed’s Cold Water Reality
February 18, 2026
The financial world witnessed a tectonic shift on February 6, 2026, as the Dow Jones Industrial Average crossed the psychological and historic threshold of 50,000 points. This milestone, once...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Energy
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