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home
about us
Investment Approach
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Firm ADV PDFs
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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
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
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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
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Total Asset Fund (TAF)
TAF® Program
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Additional Information
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Back Dated Performance Reports
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Event Schedule
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TAF
Event Schedule
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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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OptimizeRx Corporation - Common Stock
(NQ:
OPRX
)
11.64
UNCHANGED
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 26, 2026
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All News about OptimizeRx Corporation - Common Stock
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OptimizeRx Reports Second Quarter 2023 Financial Results
August 14, 2023
From
OptimizeRx Corporation
Via
GlobeNewswire
OptimizeRx Sets Second Quarter 2023 Conference Call for August 14, 2023 at 4:30 p.m. ET
July 31, 2023
From
OptimizeRx Corporation
Via
GlobeNewswire
OptimizeRx’s CEO Provides 2023 Midyear Strategic Update
May 24, 2023
From
OptimizeRx Corporation
Via
GlobeNewswire
Recap: OptimizeRx Q1 Earnings
↗
May 10, 2023
Via
Benzinga
OptimizeRx Earnings Preview
↗
May 09, 2023
Via
Benzinga
A Preview Of OptimizeRx's Earnings
↗
March 07, 2023
Via
Benzinga
Earnings Scheduled For August 14, 2023
↗
August 14, 2023
Companies Reporting Before The Bell • Safe & Green Holdings (NASDAQ:SGBX) is likely to report quarterly loss at $0.23 per share on revenue of $6.88 million.
Via
Benzinga
Why America's Car-Mart Shares Are Trading Lower By 12%? Here Are Other Stocks Moving In Wednesday's Mid-Day Session
↗
May 24, 2023
Gainers Minerva Surgical, Inc. (NASDAQ: UTRS) shares jumped 209.1% to $0.5622 after the United States Patent and Trademark Office granted the company a patent for certain medical systems and methods.
Via
Benzinga
OptimizeRx’s Karina Castagna Named One of the 2023 PM360 ELITE 100
May 18, 2023
Castagna was recognized as a Digital Crusader for her ongoing and leading-edge work in digital access to therapies for patients
From
OptimizeRx Corporation
Via
GlobeNewswire
OptimizeRx to Participate in Upcoming Investor Conferences
May 15, 2023
From
OptimizeRx Corporation
Via
GlobeNewswire
OptimizeRx Reports First Quarter 2023 Financial Results
May 10, 2023
From
OptimizeRx Corporation
Via
GlobeNewswire
Surveyed Physicians Spell Out Preferences for Data-driven, Omnichannel Content That Delivers Clinical Relevance
May 02, 2023
Physicians report that they are encountering brand information across multiple digital and in-person channels, yet still lack key information on patient eligibility, affordability, and access
From
OptimizeRx Corporation
Via
GlobeNewswire
OptimizeRx Sets First Quarter 2023 Conference Call for May 10, 2023at 4:30 p.m. ET
April 26, 2023
From
OptimizeRx Corporation
Via
GlobeNewswire
OptimizeRx Releases 2023 Environmental, Social and Governance (ESG) Report
April 04, 2023
From
OptimizeRx Corporation
Via
GlobeNewswire
Financial Times Ranks OptimizeRx Amongst The Americas’ Fastest Growing Companies for the Fourth Consecutive Year
March 29, 2023
– AI driven RWD deals grow from 6 completed in 2022 to several dozen in pipeline today, representing the rapid adoption of OptimizeRx’s health technology enablement platform services
From
OptimizeRx Corporation
Via
GlobeNewswire
Top 5 Health Care Stocks Which Could Rescue Your Portfolio This Month
↗
March 14, 2023
The most oversold stocks in the health care sector presents an opportunity to buy into undervalued companies.
Via
Benzinga
OptimizeRx Authorizes $15 Million Share Repurchase Program
March 14, 2023
From
OptimizeRx Corporation
Via
GlobeNewswire
12 Health Care Stocks Moving In Thursday's Intraday Session
↗
March 09, 2023
Via
Benzinga
12 Health Care Stocks Moving In Thursday's Pre-Market Session
↗
March 09, 2023
Via
Benzinga
OptimizeRx Announces Multi-Year Agreement with Top Hub Services Provider to Accelerate Access for Patients
March 09, 2023
Deal will enable high-growth patient services company to streamline and enhance its services with OptimizeRx’s technology solutions
From
OptimizeRx Corporation
Via
GlobeNewswire
12 Health Care Stocks Moving In Wednesday's After-Market Session
↗
March 08, 2023
Via
Benzinga
OptimizeRx Reports Fourth Quarter and Full Year 2022 Financial Results
March 08, 2023
From
OptimizeRx Corporation
Via
GlobeNewswire
Earnings Scheduled For March 8, 2023
↗
March 08, 2023
Companies Reporting Before The Bell • Daktronics (NASDAQ:DAKT) is expected to report quarterly earnings at $0.00 per share on revenue of $164.68 million.
Via
Benzinga
OptimizeRx Sets Fourth Quarter & Fiscal Year 2022 Conference Call for March 8, 2023 at 4:30 p.m. ET
February 23, 2023
From
OptimizeRx Corporation
Via
GlobeNewswire
OptimizeRx’s Karina Castagna Named to MM+M’s 40 Under 40 List of the Medical Marketing Industry’s Brightest Young Stars
February 09, 2023
From
OptimizeRx Corporation
Via
GlobeNewswire
OptimizeRx CEO Issues Open Letter to Shareholders Ahead of Presentation at J.P. Morgan Healthcare Conference
January 04, 2023
From
OptimizeRx Corporation
Via
GlobeNewswire
OptimizeRx to Participate in Upcoming Investor Conferences
November 28, 2022
From
OptimizeRx Corporation
Via
GlobeNewswire
Nasdaq Drops 200 Points; Meta Platforms Shares Jump
↗
November 09, 2022
U.S. stocks traded lower toward the end of trading , with the Nasdaq Composite dropping 200 points on Wednesday.
Via
Benzinga
12 Health Care Stocks Moving In Wednesday's Intraday Session
↗
November 09, 2022
Gainers
Via
Benzinga
Why Merrimack Pharmaceuticals Shares Jumped Around 213%; Here Are 114 Biggest Movers From Yesterday
↗
November 10, 2022
Gainers
Via
Benzinga
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