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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
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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)
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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
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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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RSVP-Signup Form
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Oak Street Health Inc
(NY:
OSH
)
N/A
UNCHANGED
Last Price
Updated: 7:00 PM EDT, May 1, 2023
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Crude Oil Rises Over 1%; Oak Street Health Shares Spike Higher
↗
January 10, 2023
U.S. stocks traded slightly higher midway through trading, with the Dow Jones around than 30 points on Tuesday.
Via
Benzinga
Oak Street Health Unusual Options Activity
↗
January 10, 2023
A whale with a lot of money to spend has taken a noticeably bullish stance on Oak Street Health. Looking at options history for Oak Street Health (NYSE:OSH) we detected 18 strange trades.
Via
Benzinga
US Stocks Open Higher; Nasdaq Rises 50 Points
↗
January 10, 2023
U.S. stocks traded higher this morning, with the Nasdaq Composite gaining more than 50 points on Tuesday.
Via
Benzinga
Merger News Is Moving These 3 Stocks Tuesday
↗
January 10, 2023
Some investors want businesses to combine forces, while others would prefer they not.
Via
The Motley Fool
Coinbase Discloses Restructuring Plan Amid Macro Headwinds, Pfizer Rebuts Generic Version Of COVID-19 Oral Treatment In China, Microsoft Mulls $10B Investment In ChatGPT Owner: Today's Top Stories
↗
January 10, 2023
Benzinga Coinbase Bows Down To Macro Headwinds, To Let Go Of 950 Employees
Via
Benzinga
Oak Street Health's Return On Capital Employed Insights
↗
November 30, 2022
Via
Benzinga
12 Health Care Stocks Moving In Tuesday's Pre-Market Session
↗
January 10, 2023
Via
Benzinga
Oak Street Health Might Be Next On Radar As M&A Pick For CVS Health
↗
January 10, 2023
Oak Street Health Inc (NYSE: OSH) shares are trading higher as CVS Health Corp (NYSE: CVS) is reportedly exploring an acquisition of primary care center operator.
Via
Benzinga
Why VYNE Therapeutics Shares Are Trading Higher By 82%; Here Are 20 Stocks Moving Premarket
↗
January 10, 2023
Gainers VYNE Therapeutics Inc. (NASDAQ: VYNE) rose 82.2% to $0.35 in pre-market trading after the company said first vitiligo patient was dosed in Phase 1a/b clinical trial of novel BET inhibitor...
Via
Benzinga
Today’s Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Tuesday
↗
January 10, 2023
We're starting off the day with an overview of the biggest pre-market stock movers traders need to know about for Tuesday!
Via
InvestorPlace
Oak Street Health, PriceSmart And Some Other Big Stocks Moving Higher In Tuesday's Pre-Market Session
↗
January 10, 2023
U.S. stock futures traded higher this morning. Here are some big stocks recording gains in today’s pre-market trading session.
Via
Benzinga
Oak Street Health Appoints First Chief Wellness Officer
January 06, 2023
From
Oak Street Health
Via
Business Wire
Oak Street Health Announces Participation at 41st Annual J. P. Morgan Healthcare Conference
January 05, 2023
From
Oak Street Health
Via
Business Wire
Oak Street Health releases inaugural ESG report, highlighting the company’s commitment to health equity
January 04, 2023
From
Oak Street Health
Via
Business Wire
Oak Street Health Recognized as a Top Workplace Across the Country
December 22, 2022
From
Oak Street Health
Via
Business Wire
Oak Street Health Achieves Highest Net Savings of Any Direct Contracting Entity in 2021
December 19, 2022
From
Oak Street Health
Via
Business Wire
Oak Street Health Announces Participation at 34th Annual Piper Sandler Healthcare Conference
November 23, 2022
From
Oak Street Health
Via
Business Wire
Oak Street Health Celebrates Two Recognitions in Crain’s Chicago Business Awards
November 09, 2022
From
Oak Street Health
Via
Business Wire
Why Inotiv Shares Dipped 57%; Here Are 76 Biggest Movers From Yesterday
↗
November 18, 2022
Gainers Satixfy Communications Ltd. (NYSE: SATX) jumped 96.4% to settle at $51.70 on Thursday.
Via
Benzinga
DuPont, Expeditors International, Planet Fitness And Other Big Gainers From Tuesday
↗
November 09, 2022
U.S. stocks closed higher on Tuesday, with the Dow Jones surging more than 300 points. Here is the list of some big stocks recording gains in the previous session.
Via
Benzinga
Why Party City Holdco Shares Tumbled Over 40%; Here Are 98 Biggest Movers From Yesterday
↗
November 09, 2022
Gainers Unique Fabricating, Inc. (NYSE: UFAB) jumped 56.3% to close at $0.8205 on Tuesday. Unique Fabricating posted a Q3 loss of $0.90 per share after the closing bell on Tuesday.
Via
Benzinga
Oak Street Health Reports Third Quarter 2022 results
November 07, 2022
From
Oak Street Health
Via
Business Wire
A Preview Of Oak Street Health's Earnings
↗
November 04, 2022
Oak Street Health (NYSE:OSH) is set to give its latest quarterly earnings report on Monday, 2022-11-07. Here's what investors need to know before the announcement. Analysts estimate that Oak Street...
Via
Benzinga
Oak Street Health, Inc. (OSH) Shareholder News: Stephens & Stephens is Investigating Oak Street Health, Inc. on Behalf of Investors
November 01, 2022
From
Stephens & Stephens
Via
Business Wire
Oak Street Health Honored by the American Medical Association for Promoting Well-Being of Healthcare Providers
October 13, 2022
From
Oak Street Health
Via
Business Wire
Oak Street Health to Host Third Quarter 2022 Earnings Conference Call
October 11, 2022
From
Oak Street Health
Via
Business Wire
Oak Street Health Launches Nurse Practitioner Fellowship in Adult Primary Care
September 20, 2022
From
Oak Street Health
Via
Business Wire
This Analyst Slashes PT On Meta Platforms, Plus Mizuho Predicts $440 For Adobe
↗
September 12, 2022
Mizuho cut the price target for Adobe Inc (NASDAQ: ADBE) from $480 to $440. Adobe shares fell 1.3% to $389.82 in pre-market trading.
Via
Benzinga
Where Oak Street Health Stands With Analysts
↗
August 31, 2022
Over the past 3 months, 4 analysts have published their opinion on Oak Street Health (NYSE:OSH) stock. These analysts are typically employed by large Wall Street banks and tasked with understanding a...
Via
Benzinga
Oak Street Health Announces Participation at Morgan Stanley 20th Annual Global Healthcare Conference
August 30, 2022
From
Oak Street Health
Via
Business Wire
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