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home
about us
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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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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
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly 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
Bond Fund Seminar
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DaVita HealthCare Partner
(NY:
DVA
)
147.75
-2.66 (-1.77%)
Official Closing Price
Updated: 7:00 PM EST, Feb 18, 2026
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Why Are Dialysis Provider Stocks Trading Higher On Tuesday?
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March 05, 2024
Novo Nordisk's FLOW trial reveals a 24% reduction in kidney disease progression, cardiovascular events, and death with semaglutide 1.0 mg compared to placebo. Impact on dialysis stocks
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Why SOPHiA GENETICS Shares Are Trading Lower By 19%? Here Are Other Stocks Moving In Tuesday's Mid-Day Session
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March 05, 2024
Shares of SOPHiA GENETICS SA (NASDAQ: SOPH) fell sharply during Tuesday’s session after the company reported worse than expected fourth-quarter earnings and issued 2024 guidance.
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DaVita Inc. (NYSE: DVA) Making Surprising Moves in Tuesday Session
March 05, 2024
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DaVita Stock: A Deep Dive Into Analyst Perspectives (4 Ratings)
↗
February 20, 2024
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Why DaVita Stock Popped Today
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February 14, 2024
The dialysis services company handily beat expectations with its latest quarter.
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DaVita: Q4 Earnings Insights
↗
February 13, 2024
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NIO Reports Upbeat Earnings, Joins Dave, V2X, Riskified And Other Big Stocks Moving Higher On Tuesday
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March 05, 2024
U.S. stocks were lower, with the Dow Jones index falling more than 200 points on Tuesday.
Via
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Why Dialysis Stocks DaVita, Fresenius Soared On Novo's Ozempic News
↗
March 05, 2024
Novo Nordisk tested its diabetes and weight-loss drug in patients with chronic kidney disease.
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3 Cheap Stocks to Buy Now for Fast Gains
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February 22, 2024
Dive into the world of investing with cheap stocks DaVita, Altria, and StoneCo as they show potential growth.
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Dialysis Player Fresenius Medical's Q4 Sales Hold Steady: Details
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February 20, 2024
Fresenius Medical Care Q4 2023 revenue: €4.9 billion. Patient volume growth is expected at 0.5%-2% in 2024.
Via
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3 Top-Rated Stocks To Buy After Comfortably Surpassing Earnings Expectations
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February 16, 2024
This week’s earnings lineup has featured several top-rated stocks that have added to this optimistic growth narrative and here are a few to consider
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DaVita Earnings Preview
↗
February 12, 2024
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In-Depth Technical Analysis of DAVITA INC.
↗
January 08, 2024
DAVITA INC (NYSE:DVA) has a strong technical rating of 9 out of 10, indicating a potential breakout.
Via
Chartmill
Bull of the Day: DaVita
↗
December 30, 2023
Most anybody who works in healthcare is familiar with the company and its services which include 2,707 outpatient centers in 46 states, as well as 351 centers in 11 countries worldwide.
Via
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Charles River Laboratories International Posts Upbeat Results, Joins Robinhood, Zillow, Tower Semiconductor And Other Big Stocks Moving Higher On Wednesday
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U.S. stocks were higher, with the Dow Jones index gaining more than 100 points on Wednesday.
Via
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DaVita (DVA) Q4 2023 Earnings Call Transcript
↗
February 13, 2024
DVA earnings call for the period ending December 31, 2023.
Via
The Motley Fool
Topics
Earnings
Time To Buy These High Growth Stocks As Earnings Approach
↗
February 13, 2024
This week’s earnings lineup will be highlighted by several growth stocks with none standing out more than Airbnb and DaVita
Via
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Meet the Most Ridiculously Cheap Stock in Warren Buffett's Berkshire Hathaway Portfolio
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February 12, 2024
This stock isn't cheap because it's performed poorly over the past 12 months.
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DaVita Inc. (NYSE: DVA) Highlighted for Surprising Price Action
November 13, 2023
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DaVita: Q3 Earnings Insights
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November 07, 2023
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Earnings Scheduled For February 13, 2024
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February 13, 2024
Companies Reporting Before The Bell • LCI Indus (NYSE:LCII) is likely to report quarterly earnings at $0.18 per share on revenue of $838.27 million.
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February 09, 2024
You don't need to have millions of dollars to invest in quality businesses.
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Earn a 5.79% Dividend Yield from DaVita Stock Using This Hack
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January 31, 2024
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Benzinga
Don't Overlook These Top Value Stocks In January It's Time To Buy
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January 12, 2024
Investors searching for value will want to pay attention to a few top-rated stocks that are standing out among the finance and medical sectors
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Talk Markets
Healthcare Sector Stocks: Consistent Above-Average Growth And Income
↗
December 18, 2023
The healthcare sector is full of many really good companies with consistent, long term, above-average growth rates and many that have good, consistent, long-term dividend records.
Via
Talk Markets
5 Undervalued Stocks In The S&P 500 ETF To Buy For 2024
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December 11, 2023
After several twists and turns, the S&P 500 has hit a series of new 2023 highs lately, driven by the optimism that the Fed is done with interest rate hikes.
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ETFs
Economy
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Only Have $100? 3 No-Brainer Stocks to Buy Right Now
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November 28, 2023
The stock market is such a well-oiled, wealth-generating machine that investors can start with just $100 to buy these no-brainer stocks.
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7 Healthcare Stocks That Are Poised to Become the Next Unicorns
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November 09, 2023
Discover healthcare stocks with remarkable potential for growth and "unicorn" status in the ever-evolving world of healthcare investments.
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10 Health Care Stocks Whale Activity In Today's Session
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November 08, 2023
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DaVita (DVA) Q3 2023 Earnings Call Transcript
↗
November 07, 2023
DVA earnings call for the period ending September 30, 2023.
Via
The Motley Fool
Topics
Earnings
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