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home
about us
Investment Approach
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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ICU Medical, Inc. - Common Stock
(NQ:
ICUI
)
138.53
-4.14 (-2.90%)
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 2, 2026
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Spectrum Brands Posts Upbeat Results, Joins AerSale, Sinclair, ICU Medical And Other Big Stocks Moving Higher On Thursday
↗
May 09, 2024
Via
Benzinga
ICUI Stock Earnings: ICU Medical Beats EPS, Beats Revenue for Q1 2024
↗
May 07, 2024
ICUI stock results show that ICU Medical beat analyst estimates for earnings per share and beat on revenue for the first quarter of 2024.
Via
InvestorPlace
ICU Medical Announces First Quarter 2024 Results
May 07, 2024
From
ICU Medical, Inc.
Via
GlobeNewswire
Recap: ICU Medical Q4 Earnings
↗
February 27, 2024
Via
Benzinga
Earnings Scheduled For February 27, 2024
↗
February 27, 2024
Companies Reporting Before The Bell • Gaotu Techedu (NYSE:GOTU) is expected to report quarterly loss at $0.07 per share on revenue of $100.49 million.
Via
Benzinga
ICU Medical's Earnings: A Preview
↗
February 26, 2024
Via
Benzinga
Earnings Scheduled For November 6, 2023
↗
November 06, 2023
Companies Reporting Before The Bell • Kosmos Energy (NYSE:KOS) is expected to report quarterly earnings at $0.16 per share on revenue of $366.82 million.
Via
Benzinga
ICU Medical Announces Time of First Quarter 2024 Earnings Conference Call
April 23, 2024
From
ICU Medical, Inc.
Via
GlobeNewswire
ICU Medical to Present at the KeyBanc Life Sciences & MedTech Investor Forum
March 13, 2024
From
ICU Medical, Inc.
Via
GlobeNewswire
ICU Medical to Present at the Raymond James 45ᵗʰ Annual Institutional Investors Conference
March 01, 2024
From
ICU Medical, Inc.
Via
GlobeNewswire
ICU Medical To Rally Around 28%? Here Are 10 Top Analyst Forecasts For Wednesday
↗
February 28, 2024
Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.
Via
Benzinga
ICU Medical Announces Fourth Quarter 2023 Results and Provides Fiscal Year 2024 Guidance
February 27, 2024
From
ICU Medical, Inc.
Via
GlobeNewswire
12 Health Care Stocks Moving In Monday's After-Market Session
↗
February 26, 2024
Via
Benzinga
ICU Medical Announces Time of Fourth Quarter 2023 Earnings Conference Call
February 13, 2024
From
ICU Medical, Inc.
Via
GlobeNewswire
ICU Medical Stock Plunged Today - Here's Why
↗
November 07, 2023
ICU Medical, Inc. (NASDAQ: ICUI) shares traded lower on Tuesday following mixed third-quarter results.
Via
Benzinga
Why Sanmina Shares Are Trading Lower By Around 15%? Here Are Other Stocks Moving In Tuesday's Mid-Day Session
↗
November 07, 2023
Gainers PaxMedica, Inc. (NASDAQ: PXMD) shares climbed 173.8% to $8.35. PaxMedica announced the publication of its autism spectrum disorder Phase 2 study results in the Annals of General Psychiatry.
Via
Benzinga
ICU Medical Announces Third Quarter 2023 Results
November 06, 2023
From
ICU Medical, Inc.
Via
GlobeNewswire
US Stocks Set To Extend 5-Day Winning Streak Today? Traders Anxiously Watch Fed Speech, Climbing Bond Yields
↗
November 06, 2023
The market looks set to extend last week’s gains, with the stock futures holding up early Monday ahead of a slew of earnings reports mostly from the small and mid-cap space.
Via
Benzinga
Topics
Economy
ICU Medical Announces Time of Third Quarter 2023 Earnings Conference Call
October 23, 2023
From
ICU Medical, Inc.
Via
GlobeNewswire
ICU Medical to Participate at the Morgan Stanley 21st Annual Global Healthcare Conference
September 05, 2023
From
ICU Medical, Inc.
Via
GlobeNewswire
Why Energizer Holdings Shares Are Trading Lower By 13%? Here Are Other Stocks Moving In Tuesday's Mid-Day Session
↗
August 08, 2023
Gainers Nuburu, Inc. (NYSE: BURU) shares jumped 185.6% to $1.6593 after the company announced contract with NASA to demonstrate feasibility of power beaming in space using the company’s blue laser...
Via
Benzinga
12 Health Care Stocks Moving In Tuesday's Pre-Market Session
↗
August 08, 2023
Via
Benzinga
12 Health Care Stocks Moving In Monday's After-Market Session
↗
August 07, 2023
Via
Benzinga
ICU Medical Announces Second Quarter 2023 Results and Narrows Fiscal Year 2023 Guidance Ranges
August 07, 2023
From
ICU Medical, Inc.
Via
GlobeNewswire
ICU Medical Announces Time of Second Quarter 2023 Earnings Conference Call
July 24, 2023
From
ICU Medical, Inc.
Via
GlobeNewswire
McKesson, ICU Medical, Novavax And Other Big Stocks Moving Higher On Tuesday
↗
May 09, 2023
U.S. stocks traded lower, with the Dow Jones dropping around 50 points on Tuesday. Here are some big stocks recording gains in today’s session.
Via
Benzinga
Zscaler To Rally Around 38%? Here Are 10 Other Analyst Forecasts For Tuesday
↗
May 09, 2023
Stifel raised the price target for XPO, Inc. (NYSE: XPO) from $48 to $51. Stifel analyst J. Bruce Chan downgraded the stock from Buy to Hold. XPO shares fell 1.5% to $47.72 in pre-market trading.
Via
Benzinga
ICU Medical Announces First Quarter 2023 Results
May 08, 2023
From
ICU Medical, Inc.
Via
GlobeNewswire
ICU Medical Announces Time of First Quarter 2023 Earnings Conference Call
April 24, 2023
From
ICU Medical, Inc.
Via
GlobeNewswire
ICU Medical to Participate at the KeyBanc Life Sciences & MedTech Investor Forum
March 09, 2023
From
ICU Medical, Inc.
Via
GlobeNewswire
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