Menu
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 Buy Currently
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
Sample Portfolio
Sample Portfolio Analysis
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 sm Program
Services, Fees and Compensation
Account Requirements
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
Municipal Bond Presentation
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
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
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
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
Recent Quotes
View Full List
My Watchlist
Create Watchlist
Indicators
DJI
Nasdaq Composite
SPX
Gold
Crude Oil
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries
UnitedHealth Group
(NY:
UNH
)
405.80
-3.45 (-0.84%)
Official Closing Price
Updated: 4:10 PM EDT, Jun 24, 2026
Add to My Watchlist
Quote
Overview
Detailed Quote
Charting
Historical Prices
News
Press Releases
Research
Quarterly Reports
Insider Filings
Other Filings
All News about UnitedHealth Group
< Previous
1
2
3
4
5
6
7
8
9
...
99
100
Next >
Warren Buffett’s Berkshire Hathaway Dumped 16 Stocks in Q1, But the Chevron Sale Was the Largest
May 19, 2026
Berkshire exited 16 stocks in Q1 under CEO Greg Abel, but its Chevron stock sale stood apart. Despite trimming its stake, Berkshire still appears deeply committed to the energy giant.
Via
Barchart.com
Topics
Artificial Intelligence
Bill Ackman and These Super Investors Just Bought These Stocks
↗
May 18, 2026
The world's most followed investors just revealed what they bought and sold in Q1, and the picks may surprise you.
Via
The Motley Fool
Willing and Abel: Berkshire's New CEO Makes Huge Portfolio Changes in Q1
↗
May 18, 2026
Berkshire Hathaway has a new top dog. Its appears that Greg Abel is barking loudly, upending much of the company's huge investment portfolio.
Via
MarketBeat
Topics
Artificial Intelligence
Why Is UnitedHealth Stock Trading Lower On Monday?
↗
May 18, 2026
Berkshire exits UnitedHealth stake as insurer expands AI use across claims, operations and employee training.
Via
Benzinga
Topics
Artificial Intelligence
Which S&P500 stocks are moving before the opening bell on Monday?
↗
May 18, 2026
Via
Chartmill
UnitedHealth, Regeneron Pharmaceuticals And Other Big Stocks Moving Lower In Monday's Pre-Market Session
↗
May 18, 2026
U.S. stock futures were lower this morning, with the Nasdaq futures falling around 100 points on Monday.
Via
Benzinga
Warren Buffett's Successor, Greg Abel, Just Sold 16 Stocks, but Piled Into an AI Titan That's Now a Top-5 Position for Berkshire Hathaway
↗
May 18, 2026
We're witnessing the dawn of a new era at Berkshire Hathaway, with tech stocks firmly on the menu.
Via
The Motley Fool
Topics
Artificial Intelligence
One Lane Closed. The Whole Rate Picture Changed
↗
May 18, 2026
Via
Chartmill
Under Greg Abel, Apple Stock Looks Like It's Here to Stay in Berkshire Hathaway's Portfolio
↗
May 16, 2026
The conglomerate's first portfolio disclosure under its new CEO hints at a willingness to lean further into technology.
Via
The Motley Fool
Warren Buffett's Successor, Greg Abel, Dumped Amazon and Domino's, and More Than Tripled Berkshire's Stake in a Virtual Monopoly in a Massive Portfolio Overhaul
↗
May 15, 2026
This isn't your grandparents' Berkshire Hathaway anymore!
Via
The Motley Fool
Topics
Economy
Buffett Steps Aside: Abel's First Berkshire 13F Buys Delta Air Lines, Exits Visa And Mastercard
↗
May 15, 2026
Berkshire Hathaway (NYSE:BRK-A)(NYSE:BRK-B) is no longer run by Warren Buffett, with Greg Abel as CEO. New positions in Delta, Macy's, Alphabet C. Exits include Visa, Mastercard, UnitedHealth,...
Via
Benzinga
If You Invested $100 In UnitedHealth Group Stock 15 Years Ago, You Would Have This Much Today
↗
May 14, 2026
Via
Benzinga
Apple, Boeing, UnitedHealth And More On CNBC's 'Final Trades'
↗
May 14, 2026
On CNBC's Halftime Report Final Trades, Joseph M. Terranova recommended Apple while Bryn Talkington chose Boeing.
Via
Benzinga
Goldman Sachs Just Added UnitedHealth (UNH) to Its Conviction List. Here's Why the Stock Could Soar.
↗
May 14, 2026
This top Wall Street firm is convinced about UnitedHealth's prospects. Is it right?
Via
The Motley Fool
SCHD Has the Scale. HDV Has the Energy Tilt. Which Dividend ETF Fits Your Portfolio?
↗
May 13, 2026
Expense ratios, sector tilts, and risk profiles set these two dividend ETFs apart—see how their strategies shape income and growth potential for investors.
Via
The Motley Fool
Topics
ETFs
Stocks
Are Wall Street Analysts Predicting UnitedHealth Stock Will Climb or Sink?
May 13, 2026
UnitedHealth has substantially underperformed the broader market over the past year amid regulatory and operational challenges, although analysts continue to maintain a cautiously constructive view on...
Via
Barchart.com
Topics
ETFs
Earnings
Is UnitedHealth Group a Buy, Sell, or Hold in 2026?
↗
May 13, 2026
The health insurance and healthcare services giant is early in its turnaround plans.
Via
The Motley Fool
Wall Street Waits for the SpaceX IPO, These 2 Under-the-Radar IPOs Could Already Be Making You Money
↗
May 12, 2026
Heartflow and Neptune Insurance deserve a closer look.
Via
The Motley Fool
Topics
Artificial Intelligence
Initial Public Offering
Why Is Alignment Healthcare (ALHC) Stock Rocketing Higher Today
May 12, 2026
What Happened? Shares of health insurance company Alignment Healthcare (NASDAQ:ALHC) jumped 7.8% in the afternoon session after reports revealed the company ...
Via
StockStory
Optum Rx Introduces Industry’s First Transparent Pharmacy Care Model
May 11, 2026
From
Optum Rx
Via
Business Wire
3 Healthcare Stocks Set to Benefit From the One Big Beautiful Bill
↗
May 10, 2026
The One Big Beautiful Bill is reshaping healthcare spending. See why three healthcare stocks can benefit from HSA expansion and stronger commercial enrollment
Via
MarketBeat
Nvidia, Boeing Lead 5 Dow Stocks Near Buy Points. They Share This Flaw.
↗
May 09, 2026
These stocks to watch combine growth and stability, but share this weakness.
Via
Investor's Business Daily
Topics
Stocks
Why Clover Health (CLOV) Stock Is Up Today
May 07, 2026
What Happened? Shares of health insurance company Clover Health (NASDAQ:CLOV) jumped 5.3% in the afternoon session after the company reported strong first-qu...
Via
StockStory
CVS Health (CVS) Shares Skyrocket, What You Need To Know
May 07, 2026
What Happened? Shares of diversified healthcare company CVS Health (NYSE:CVS) jumped 7.7% in the afternoon session after the company reported strong first-qu...
Via
StockStory
According to These Metrics, UnitedHealth Stock Looks Undervalued
↗
May 05, 2026
UnitedHealth stock is trading at a relatively cheap valuation.
Via
The Motley Fool
Why UnitedHealth Group Stock Came Roaring Back In April
↗
May 05, 2026
The insurer and healthcare giant is getting back to a solid profit footing.
Via
The Motley Fool
Topics
Economy
Fortrea (FTRE) Shares Skyrocket, What You Need To Know
May 05, 2026
What Happened? Shares of clinical research company Fortrea Holdings (NASDAQ:FTRE) jumped 20.3% in the morning session after it reported first-quarter 2026 re...
Via
StockStory
Topics
Initial Public Offering
UnitedHealthcare Cuts Prior Authorization Requirements by 30%
May 05, 2026
From
UnitedHealthcare
Via
Business Wire
Is UnitedHealth Stock a Generational Buying Opportunity?
↗
May 05, 2026
Underestimating costs led to profits collapsing at UnitedHealth.
Via
The Motley Fool
Topics
Artificial Intelligence
Why Is Everyone Talking About UnitedHealth Stock?
↗
May 05, 2026
The management team is confident it can improve this massive healthcare company's performance.
Via
The Motley Fool
< Previous
1
2
3
4
5
6
7
8
9
...
99
100
Next >
Stock Quote API & Stock News API supplied by
www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the
Privacy Policy
and
Terms Of Service
.
© 2025 FinancialContent. All rights reserved.