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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
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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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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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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
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ICON plc - Ordinary Shares
(NQ:
ICLR
)
171.82
+6.49 (+3.93%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Oct 31, 2025
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Earnings Preview: Icon
October 24, 2023
Via
Benzinga
Lennox International To Rally 22%? Here Are 10 Top Analyst Forecasts For Tuesday
October 17, 2023
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
ICON Secures Upgraded Credit Rating from S&P Global Ratings
October 12, 2023
From
ICON plc
Via
Business Wire
3 Publicly Traded Companies Most at Risk of an AI Smackdown
September 28, 2023
Investors should definitely look to sell these three companies at risk from AI. The businesses are poised to be undermined by the technology.
Via
InvestorPlace
Topics
Artificial Intelligence
Where Icon Stands With Analysts
September 13, 2023
Via
Benzinga
5 Analysts Have This to Say About Icon
July 28, 2023
Via
Benzinga
The Latest Analyst Ratings for Icon
July 11, 2023
Via
Benzinga
Will Chart Analysts Notice Bad Omen on Icon's Chart
May 04, 2023
Via
Benzinga
ICON plc Schedules Third Quarter 2023 Earnings Conference Call
September 21, 2023
From
ICON plc
Via
Business Wire
ICON Releases Expanded End-to-end Clinical Trial Tokenisation Solution
September 20, 2023
From
ICON plc
Via
Business Wire
Uber Technologies, Blackstone And A Major Healthcare Company: CNBC's 'Final Trades'
September 14, 2023
On CNBC’s "Halftime Report Final Trades," Stephen Weiss of Short Hills Capital Partners said Uber Technologies, Inc.
Via
Benzinga
BARDA Partners With ICON to Execute Next Generation COVID-19 Vaccines Clinical Trial
September 13, 2023
From
ICON plc
Via
Business Wire
Baird Maintains Outperform Rating for Icon: Here's What You Need To Know
May 01, 2023
Via
Benzinga
ICON plc to Present at the Baird Global Healthcare Conference
September 06, 2023
From
ICON plc
Via
Business Wire
ICON PLC (NASDAQ: ICLR) Climbs to New 52-Week High
August 15, 2023
Via
Investor Brand Network
ICON Shareholders Vote in Favour of All Resolutions at its Annual General Meeting
July 26, 2023
From
ICON plc
Via
Business Wire
ICON Reports Second Quarter 2023 Results
July 26, 2023
From
ICON plc
Via
Business Wire
Where Icon Stands With Analysts
April 28, 2023
Via
Benzinga
What 5 Analyst Ratings Have To Say About Icon
April 04, 2023
Via
Benzinga
First Half of 2023 Sees ICON Recognised for CRO Excellence, Alongside Industry Awards as an Employer of Choice and for Its Creative and Digital Services
July 13, 2023
From
ICON plc
Via
Business Wire
ICON plc Schedules Second Quarter 2023 Earnings Conference Call
June 27, 2023
From
ICON plc
Via
Business Wire
ICON Releases Latest Version of its Digital Platform, Providing Integrated Patient Services and Harmonised Data in One Platform
June 26, 2023
From
ICON plc
Via
Business Wire
ICON plc Set to Join Russell 3000® Index
June 26, 2023
From
ICON plc
Via
Business Wire
ICON plc to Attend Upcoming Investor Conferences
May 31, 2023
From
ICON plc
Via
Business Wire
ICON releases its 2022 ICON Cares ESG Report
May 16, 2023
From
ICON plc
Via
Business Wire
ICON Reports First Quarter 2023 Results
April 26, 2023
From
ICON plc
Via
Business Wire
ICON plc Schedules First Quarter 2023 Earnings Conference Call
March 29, 2023
From
ICON plc
Via
Business Wire
2 Clinical Research Stocks That Could Grow by More Than 10% This Year, and 1 to Watch
March 25, 2023
These companies strive to bring down the cost of developing new therapies.
Via
The Motley Fool
Should You Bring The Luck Of The Irish To Your Investmets?
March 17, 2023
An index of Irish stocks is outperforming the S&P 500 this year, with large, U.S.-listed companies such as Ryan Air and CRH among top price performers.
Via
MarketBeat
Topics
ETFs
Stocks
Catalent Stock Showing Improved Relative Strength Rating
March 10, 2023
On Friday, Catalent stock earned a positive adjustment to its Relative Strength (RS) Rating, from 63 to 74.
Via
Investor's Business Daily
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