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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
MARKET RESEARCH
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McKesson Corp
(NY:
MCK
)
863.42
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EDT, Apr 15, 2026
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10 Biggest Price Target Changes For Tuesday
↗
June 07, 2022
Keybanc cut Coupa Software Incorporated (NASDAQ: COUP) price target from $125 to $100. Coupa Software shares rose 0.9% to $72.74 in pre-market trading.
Via
Benzinga
$1000 Invested In McKesson 15 Years Ago Would Be Worth This Much
↗
June 01, 2022
McKesson (NYSE:MCK) has outperformed the market over the past 15 years by 4.74% on an annualized basis producing an average annual return of 11.75%. Currently, McKesson has a market capitalization of...
Via
Benzinga
Executives Sell Over $100M Of 4 Stocks
↗
June 01, 2022
Gold futures traded lower this morning on Wednesday. Investors, meanwhile, focused on some notable insider trades.
Via
Benzinga
Fortune 500 List Includes Cryptocurrency Company For The First Time; 30 Return After Missing 2021
↗
May 25, 2022
Fortune released its annual Fortune 500 list, ranking the largest companies in America by revenue. The list included a cryptocurrency company for the first time and saw several newcomers from the...
Via
Benzinga
4 Analysts Have This to Say About McKesson
↗
May 11, 2022
McKesson (NYSE:MCK) has observed the following analyst ratings within the last quarter:
Via
Benzinga
Why McKesson Shares Are Jumping Today
↗
May 06, 2022
Via
Benzinga
Q1 13F Roundup: How Buffett, Einhorn, Ackman And Others Adjusted Their Portfolios
↗
May 17, 2022
The latest round of 13F filings from institutional investors is out, revealing to the world the stocks that some of the richest and most successful investors have been buying and selling.
Via
Benzinga
Why Cramer Recommends Buying AECOM, But Suggests Caution On Black Knight
↗
May 11, 2022
On CNBC’s "Mad Money Lightning Round," Jim Cramer said he likes AmerisourceBergen Corporation (NYSE: ABC) very much as it’s a very "inexpensive, terrific, profitable company."
Via
Benzinga
7 Stock Picks to Play the Post-Pandemic Return of Dental Visits
↗
May 09, 2022
The two years away from the “chair” could cynically boost these oral health plays.
Via
InvestorPlace
Here's How Much You Would Have Made Owning McKesson Stock In The Last 5 Years
↗
May 09, 2022
McKesson (NYSE:MCK) has outperformed the market over the past 5 years by 6.7% on an annualized basis producing an average annual return of 17.83%. Currently, McKesson has a market capitalization of...
Via
Benzinga
10 Biggest Price Target Changes For Monday
↗
May 09, 2022
Morgan Stanley cut Guardant Health, Inc. (NASDAQ: GH) price target from $120 to $85. Guardant Health shares rose 4.3% to $40.99 in pre-market trading.
Via
Benzinga
3 Simple Risk Management Rules To Stop Losing Money On Tesla
↗
May 06, 2022
... or any stock, commodity or currency for that matter. Risk management is crucial. It is the difference between growing and blowing an account and how quickly.
Via
Benzinga
McKesson: Q4 Earnings Insights
↗
May 05, 2022
McKesson (NYSE:MCK) reported its Q4 earnings results on Thursday, May 5, 2022 at 04:05 PM. Here's what investors need to know about the announcement. Earnings McKesson missed estimated earnings by...
Via
Benzinga
McKesson Reports Fiscal 2022 Fourth-Quarter Results
May 05, 2022
From
McKesson Corporation
Via
Business Wire
Walgreens Announces $683M Opioid Settlement With Florida
↗
May 05, 2022
Via
Benzinga
A Peek Into The Markets: US Stock Futures Down Following Wednesday's Surge
↗
May 05, 2022
Pre-open movers
Via
Benzinga
5 Stocks To Watch For May 5, 2022
↗
May 05, 2022
Some of the stocks that may grab investor focus today are:
Via
Benzinga
Washington, Drug Distributors Reach $518M Settlement For Opioid Claims
↗
May 03, 2022
Via
Benzinga
Distributors Agree to Opioid Settlement With Washington State
May 03, 2022
From
McKesson Corporation
Via
Business Wire
McKesson Declares Quarterly Dividend
April 28, 2022
From
McKesson Corporation
Via
Business Wire
San Francisco To Start Opioid Epidemic Trial Against Teva, Walgreen: Reuters
↗
April 25, 2022
Via
Benzinga
President Biden To Outline Strategy To Tackle Drug Addiction, Overdose: Reuters
↗
April 21, 2022
Via
Benzinga
JNJ, McKesson, Endo Settle $275M Opioid Claims With Alabama: Reuters
↗
April 20, 2022
Via
Benzinga
10 Stocks That Have Moved Over 20% Since The Indices Plummeted
↗
April 08, 2022
The start of 2022 saw a decline in the stock market. For seasoned investors, this was not unexpected, as corrections in the market are commonplace from January through to March.
Via
Benzinga
10 Health Care Stocks Whale Activity In Today's Session
↗
April 08, 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
5 Dividend Growth Stocks for Safe Income Amid Volatility
↗
April 08, 2022
Dividend investing has been in vogue amid bouts of volatility and uncertainty triggered by the ongoing conflict in Ukraine and its inflationary effect on prices.
Via
Talk Markets
Stocks That Hit 52-Week Highs On Thursday
↗
April 07, 2022
On Thursday, 75 stocks made new 52-week highs. Interesting Highlights From Today's 52-Week Highs: The largest company by market cap to hit a new 52-week high...
Via
Benzinga
McKesson Corporation Completes Divestiture of UK Businesses, Announces Fourth Quarter Fiscal 2022 Earnings Release Date
April 07, 2022
From
McKesson Corporation
Via
Business Wire
West Virginia Says J&J, Teva, AbbVie Caused 'Tsunami' Of Opioid Addiction: Reuters
↗
April 04, 2022
West Virginia's attorney general urged a judge to hold Johnson & Johnson (NYSE: JNJ), Teva Pharmaceuticals Industries Ltd (NYSE: TEVA), and AbbVie Inc's (NYSE:
Via
Benzinga
McKesson’s Board of Directors Elects W. Roy Dunbar as New Director
April 01, 2022
From
McKesson Corporation
Via
Business Wire
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