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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
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
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Financial Planning
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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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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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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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Look For The Q4 Biotech Bounce In Mid-Small Caps
↗
September 17, 2021
Large-cap biopharma stocks are off their highs because of prospects that drug prices may be directly negotiated through Medicare but several Democrats are not in agreement as to how this could be best...
Via
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Biogen Launches High-Dose Spinraza Trial In Evrysdi Treated Patients: What You Need To Know
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September 15, 2021
Biogen Inc's (NASDAQ: BIIB) Spinraza (nusinersen), spinal muscular atrophy (SMA) drug launched in early 2017, faces new competition from Roche Holdings AG's...
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Benzinga
Novocure To Test Its Tumor Treating Fields With Roche's Tecentriq In Pancreatic Cancer
↗
September 14, 2021
Novocure Ltd (NASDAQ: NVCR) has entered into a clinical trial collaboration agreement with Roche Holdings AG (OTC: RHHBY) to develop Tumor Treating...
Via
Benzinga
These OTCQX & OTCQB Securities Had the Most Trading Activity in August
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September 13, 2021
Photo by Javier Allegue Barros on Unsplash August saw a slight increase in trading volume on the OTC Markets with activity showing signs of direction coming out of the summer...
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The Daily Biotech Pulse: NRx Rises On COVID-19 Drug Collaboration, Amgen's Lung Cancer Drug Conditionally Approved In Canada, Coherus Data Readout
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September 14, 2021
Here's a roundup of top developments in the biotech space over the last 24 hours. Scaling The Peaks (Biotech Stocks Hitting 52-week Highs Sept. 13) Abbott Laboratories (NYSE...
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Sunday Special
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September 12, 2021
I have a taste for nuclear electricity which France pioneered decades ago, building power stations along the Loire Valley and in other regions. So I took my taste for uranium into my US holdings.
Via
Talk Markets
Topics
Energy
The Week Ahead In Biotech (Sept. 12-18): Calliditas FDA Decision, Adcom Review For Pfizer/BioNTech COVID-19 Vaccine, Oncology Conference And IPOs
↗
September 12, 2021
Biotech stocks retreated in the holiday-shortened week ending Sept. 10, reversing course from the previous week. Humanigen, Inc. (NASDAQ: HGEN) was among the biggest...
Via
Benzinga
Why MacroGenics Soared Nearly 9% Higher Today
↗
September 09, 2021
Investors are signaling hope in the company's top drug, despite a disappointing final analysis.
Via
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Delta Variant Fears Continue
↗
September 09, 2021
The jobless level fell to 310,000 whereas the consensus forecast was for 335,000, so risks of inflation are higher.
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Roche Beefs Up PCR-Test Portfolio With TIB Molbiol Acquisition
↗
September 09, 2021
Roche Holdings AG (OTC: RHHBY) has agreed to acquire TIB Molbiol Group for an undisclosed amount. The deal is expected to close in Q4 of 2021. The...
Via
Benzinga
MacroGenics Stock Dives As Cancer Drug Shows Mixed Results Vs. Roche Blockbuster
↗
September 08, 2021
A fully approved breast cancer drug from MacroGenics failed to pass muster in a final analysis, and MGNX stock dipped Wednesday.
Via
Investor's Business Daily
The Daily Biotech Pulse: ProQR-Lilly R&D Partnership, Sanofi's Pemphigus Trial Disappointment, Humanigen's COVID-19 Drug Denied Emergency Use Authorization
↗
September 09, 2021
Here's a roundup of top developments in the biotech space over the last 24 hours: Scaling The Peaks (Biotech Stocks Hitting 52-week Highs Sept. 8) Abbott Laboratories (NYSE:...
Via
Benzinga
MacroGenics' Cancer Drug Margenza Flops On Overall Survival Analysis
↗
September 08, 2021
MacroGenics Inc (NASDAQ: MGNX) scored a big win with its full approval for anti-HER2 drug Margenza in December 2020 based on a head-to-head matchup with breast...
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Benzinga
Why Adaptimmune Therapeutics Stock Is Bolting Higher Today
↗
September 07, 2021
A major licensing deal with cancer giant Roche is pushing the biotech's shares higher this morning.
Via
The Motley Fool
Adaptimmune Stock Moves Higher On Cancer Deal With Genentech
↗
September 07, 2021
Adaptimmune Therapeutics plc (NASDAQ: ADAP) has announced a collaboration and license agreement with Genentech, a unit of Roche Holdings AG (OTC:...
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Benzinga
Roche's Spark Therapeutics, NeuExcell Join Forces To Develop Huntington's Disease Gene Therapy
↗
September 07, 2021
Privately-held NeuExcell Therapeutics has collaborated with Spark Therapeutics to develop a treatment for Huntington's Disease (HD). Spark...
Via
Benzinga
Genentech to Present Data From Industry-Leading Portfolio at ESMO 2021 Showing Significant Progress in Early Stage and Uncommon Cancers
September 07, 2021
From
Genentech
Via
Business Wire
Attention Biotech Investors: Mark Your Calendar For September PDUFA Dates
↗
August 31, 2021
August proved to be a mixed month for regulatory approvals, with the Food and Drug Administration approving a few, turning down a few others and delaying the remaining. New...
Via
Benzinga
Why A Roche-Partnered Alzheimer's Drug Sent AC Immune Stock Flying
↗
August 31, 2021
AC Immune said Tuesday its drug slowed cognitive decline in Alzheimer's patients in a test, and ACIU stock rocketed to a six-month high.
Via
Investor's Business Daily
See Why AC Immune Stock Is Trading Higher After Data From Alzheimer's Candidate
↗
August 31, 2021
AC Immune SA (NASDAQ: ACIU) and its collaborating partner Genentech, part of Roche Holdings AG (OTC: RHHBY), have announced topline data from Phase...
Via
Benzinga
After Bladder Cancer, Roche Pulls Breast Cancer Indication For Tecentriq In US
↗
August 27, 2021
Following a consultation from the FDA, Roche Holdings AG (OTC: RHHBY) has decided to withdraw its immunotherapy, Tecentriq (atezolizumab), to treat a type of...
Via
Benzinga
Genentech Provides Update on Tecentriq U.S. Indication for PD-L1-Positive, Metastatic Triple-Negative Breast Cancer
August 27, 2021
From
Genentech
Via
Business Wire
Shape Therapeutics, Roche Form $3B RNA Editing Collaboration
↗
August 24, 2021
Shape Therapeutics Inc announced a multi-target strategic collaboration and license agreement with Roche Holding AG (OTC: RHHBY) for RNA editing technology....
Via
Benzinga
UK Approves Regeneron - Roche's COVID-19 Antibody Cocktail
↗
August 20, 2021
The U.K. drug regulator has approved an antibody cocktail developed by Regeneron Pharmaceuticals Inc (NASDAQ: REGN) and Roche Holding AG (OTC: RHHBY) to prevent...
Via
Benzinga
Roche's Arthritis Drug, Used As COVID-19 Treatment, Faces Supply Shortage
↗
August 17, 2021
Roche Holdings AG's (OTCQX: RHHBF) drug Actemra, or tocilizumab, was granted FDA emergency use authorization for critically ill COVID-19 patients after...
Via
Benzinga
AstraZeneca, Daiichi Sankyo's Enhertu Shows Improved PFS Over Roche's Kadcyla In Breast Cancer
↗
August 09, 2021
AstraZeneca plc (NASDAQ: AZN) and Daiichi Sankyo Co Ltd (OTC: DSKYF) have announced high-level results from the head-to-head DESTINY-Breast03 Phase 3...
Via
Benzinga
Genentech's Polivy Plus R-CHP Shows Prolonged Survival In Newly Diagnosed DLBCL Patients
↗
August 09, 2021
Genentech, a member of Roche Holdings AG (OTC: RHHBY), announced that the pivotal Phase 3 POLARIX trial met its primary endpoint in people with previously...
Via
Benzinga
Phase III Study Shows Genentech's Polivy Plus R-CHP Is the First Regimen in 20 Years to Significantly Improve Outcomes in Previously Untreated Aggressive Form of Lymphoma Compared to Standard of Care
August 09, 2021
From
Genentech
Via
Business Wire
These OTC Securities Had the Most Trading Activity in July
↗
August 06, 2021
Photo by Federico Beccari on Unsplash In July, O...
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Benzinga
Moderna Vs. BioNTech: How Do These High-Flying COVID-19 Vaccine Stocks Compare?
↗
August 04, 2021
Moderna, Inc. (NASDAQ: MRNA) and BioNTech SE (NASDAQ: BNTX) shares have been on tear ever since these companies embarked on their respective COVID-19 vaccine programs. Shares of...
Via
Benzinga
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