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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
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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
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Back Dated Performance Reports
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TAV Program
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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
Bond Fund Seminar
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Roche Holding AG Basel American Depositary Shares
(OP:
RHHBY
)
49.85
-0.55 (-1.09%)
Streaming Delayed Price
Updated: 3:59 PM EDT, Apr 2, 2026
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Will Pfizer Outgun Merck With Oral COVID-19 Pill?
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November 05, 2021
Merck, Inc. (NYSE: MRK) is locking horns with peer Pfizer, Inc. (NYSE: PFE) in what could be termed as the battle supremacy in the COVID-19 treatment market. The stakes are high,...
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November 04, 2021
While exposure to U.S.-based securities continues to be a good idea, you can diversify your opportunities by considering European stocks.
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Novartis To Offload Its Stake Back To Roche For $20.7B
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November 04, 2021
Novartis AG (NYSE: NVS), a shareholder in Roche Holdings AG (OTC: RHHBY) for more than 20 years, would sell its entire stake, which is nearly one-third voting...
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Galecto To Test GB1211 Combined with Roche's Tecentriq In First Line Lung Cancer Setting
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November 02, 2021
Galecto Inc (NASDAQ: GLTO) has entered into a clinical trial supply agreement with Roche Holdings AG (OTC: RHHBY) to explore the combination of GB1211 in...
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Cyber Currency
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October 26, 2021
Canadian stocks are particularly buoyant and not just in energy which is a riser today because the loony is up against the buck.
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Default Avoided
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October 22, 2021
The Chinese real estate firm Evergrande managed to pay the interest it owes to foreign bondholders.
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Why Atea Pharmaceuticals Stock Got Crushed This Week
↗
October 22, 2021
A mid-stage trial miss caused investors to hit the exits this week.
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FDA Approves Genentech’s Susvimo, a First-of-Its-Kind Therapeutic Approach for Wet Age-Related Macular Degeneration (AMD)
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The Daily Biotech Pulse: Athira CEO Resigns Over Doctored Research, Merck's Keytruda Snags First Approval For Breast Cancer In Europe, Minerva And Xilio IPOs
↗
October 22, 2021
Here's a roundup of top developments in the biotech space over the last 24 hours. Stocks In Focus Athira Names Chief Operating Officer Mark Litton As Next CEO as Leen Kawas...
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Why Cortexyme Thinks It Could Be Next In The Mega Alzheimer's Drug Market
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October 21, 2021
Cortexyme is testing a twice-day pill to treat Alzheimer's disease.
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Wednesday Market Coverage
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October 20, 2021
Today gold rose again despite the active market for bitcoin and the lower Chinese demand for mine products like iron and coal.
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Roche Expects Higher FY21 Sales As Delta Variant Boosts Demand For Diagnostics
↗
October 20, 2021
Roche Holding AG (OTC: RHHBY) raised its 2021 sales forecast after posting an 8% rise in nine-month revenues, driven by demand for COVID-19 tests and the strong...
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AstraZeneca Pulls Plug On MCL-1 Cancer Drug Trial
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October 20, 2021
AstraZeneca Plc (NASDAQ: AZN) has paused an active Phase 1 trial of AZD5991, a direct inhibitor of MCL-1, citing a potential safety issue. Two years ago, the FDA hit ...
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Benzinga
The Daily Biotech Pulse: Novavax Retreats Amid Vaccine Issues, LumiraDx COVID Test Approved In India, Sesen Shines On Positive Bladder Cancer Review
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Bitcoin Futures Arrive
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October 19, 2021
Today you can finally hold Bitcoins via an exchange-traded fund.
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Why Atea Pharmaceuticals Is Imploding Today
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The company's oral COVID-19 treatment looks like a dud in the mild-to-moderate COVID-19 setting.
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Atea Pharma Stock Crashes After Merck-Rivaling Covid Pill Lags In Midstage Test
↗
October 19, 2021
Atea Pharmaceuticals said its Covid pill didn't lower viral loads in all patients.
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Investor's Business Daily
David v Goliath in The Race to Develop an Oral Therapy for COVID-19
↗
October 19, 2021
Photo by Towfiqu barbhuiya on Unsplash Broad agreement in the world of science can be a rarity. However, one thing that public health leaders active in the fight against COVID-19...
Via
Benzinga
The Daily Biotech Pulse: Entasis, Dermata Spike Higher On Positive Readouts, J&J Q3 EPS Beats Estimates, Wave Life Sciences Regains Right To CNS Portfolio
↗
October 19, 2021
Here's a roundup of top developments in the biotech space over the last 24 hours: Stocks In Focus Entasis Announces Positive Data For Late-Stage Study Of SUL-DUR In...
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Why Are Atea Pharmaceuticals Shares Plunging Today?
↗
October 19, 2021
Atea Pharmaceuticals Inc (NASDAQ: AVIR) has reported data from the Phase 2 MOONSONG trial of AT-527 in the outpatient setting in patients with mild or moderate...
Via
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Chinese Growth Level
↗
October 18, 2021
The hot news today was a much weaker Chinese growth level this year, of 4.9% because of supply chain issues.
Via
Talk Markets
Vaccine Makers Slump As Oral Antivirals Begin To Take Center Stage
↗
October 18, 2021
Vaccine makers have been under tremendous selling pressure over the past 2 months driven by policy, the rising delta wave, and breakthrough infections. This slump has been a boost for the oral...
Via
Talk Markets
Ionis Stock Collapses On Another 'Misstep' As Biogen-Partnered ALS Drug Flops
↗
October 18, 2021
Biogen and Ionis' approach to Lou Gehrig's disease missed its key goal.
Via
Investor's Business Daily
Roche's Tecentriq Wins FDA Approval In Adjuvant Lung Cancer Setting
↗
October 18, 2021
The FDA has greenlit Roche Holdings AG's (OTC: RHHBY) Tecentriq and platinum-based chemotherapy as post-surgery treatment for non-small cell lung cancer with...
Via
Benzinga
The Week Ahead In Biotech (Oct. 18-23): J&J, Biogen Kickstart Big Pharma Earnings, Regeneron-Sanofi, Roche Await FDA Decisions And IPOs
↗
October 18, 2021
Biotech stocks rebounded in the week ended Oct. 15, bouncing from third straight weekly losses. The strength came amid a broader market rally and some sector-specific news....
Via
Benzinga
Crispr: A Fallen Angel In Gene Editing
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October 16, 2021
As with most promising biotech companies, investors bid their prices up for CRSP based on its potential for early profits. When the payoff didn't occur on schedule, investors bailed out. Once it...
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Europe's Unicorns
↗
October 15, 2021
After markets jumped yesterday, we saw a lot of bounce today although gold fell back a bit.
Via
Talk Markets
FDA Approves Genentech’s Tecentriq as Adjuvant Treatment for Certain People With Early Non-Small Cell Lung Cancer
October 15, 2021
From
Genentech
Via
Business Wire
The Next Challenge For Covid Stocks Is Also A Cash Cow For These Companies
↗
October 15, 2021
Companies working on sorely needed Covid treatments are innovating to keep up.
Via
Investor's Business Daily
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