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home
about us
Investment Approach
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Market Analysis Summary
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Value Proposition
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
Client Information
Client Contact with Portfolio Manager(s)
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
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
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ICON plc - Ordinary Shares
(NQ:
ICLR
)
171.82
UNCHANGED
Streaming Delayed Price
Updated: 4:00 PM EDT, Oct 31, 2025
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ICON plc to Present at Upcoming Investor Conferences
February 27, 2023
From
ICON plc
Via
Business Wire
ICON Reports Fourth Quarter and Full Year 2022 Results
February 22, 2023
From
ICON plc
Via
Business Wire
Earnings Preview For Icon
February 21, 2023
Via
Benzinga
Hopeful Golden Cross Forms On Icon's Chart
February 08, 2023
Via
Benzinga
The 7 Best Growth Stocks to Buy for February 2023
February 06, 2023
Some of the best growth stocks are lesser-known names that have the ability to provide tremendous long-term upside for investors.
Via
InvestorPlace
The Latest Analyst Ratings for Icon
January 17, 2023
Via
Benzinga
Where Icon Stands With Analysts
November 09, 2022
Icon (NASDAQ:ICLR) has observed the following analyst ratings within the last quarter:
Via
Benzinga
Where Icon Stands With Analysts
October 06, 2022
Analysts have provided the following ratings for Icon (NASDAQ:ICLR) within the last quarter:
Via
Benzinga
ICON plc Schedules Fourth Quarter 2022 Earnings Conference Call
January 26, 2023
From
ICON plc
Via
Business Wire
Benzinga's Top Ratings Upgrades, Downgrades For January 13, 2023
January 13, 2023
Via
Benzinga
Analyst Ratings for Icon
October 06, 2022
Icon (NASDAQ:ICLR) has observed the following analyst ratings within the last quarter:
Via
Benzinga
What 6 Analyst Ratings Have To Say About Icon
September 12, 2022
Icon (NASDAQ:ICLR) has observed the following analyst ratings within the last quarter:
Via
Benzinga
Analyst Ratings for Icon
August 25, 2022
Analysts have provided the following ratings for Icon (NASDAQ:ICLR) within the last quarter:
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For January 17, 2023
January 17, 2023
Via
Benzinga
ICON Issues Financial Guidance for Full Year 2023
January 10, 2023
From
ICON plc
Via
Business Wire
ICON plc to Present at the 41st Annual J.P. Morgan Healthcare Conference
January 03, 2023
From
ICON plc
Via
Business Wire
ICON recognised as leading contract research organisation and employer by Scrip, Fierce Life Sciences, Financial Times and others
December 13, 2022
From
ICON plc
Via
Business Wire
ICON plc to Present at the 2022 Evercore ISI HealthCONx Conference
November 23, 2022
From
ICON plc
Via
Business Wire
Jim Cramer Says This Stock Down 25% This Year Is 'Not To Be Touched, Because They're Doing Very Poorly'
November 21, 2022
On CNBC’s "Mad Money Lightning Round," Jim Cramer said AST SpaceMobile Inc (NASDAQ: ASTS) is an "exciting thing, not a stock.
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For November 9, 2022
November 09, 2022
Upgrades
Via
Benzinga
ICON Reports Third Quarter 2022 Results
November 02, 2022
From
ICON plc
Via
Business Wire
Medpace Earnings Are 'Almost Unbelievable'; MEDP Stock Flies
October 25, 2022
Medpace earnings soared in Q3 as weakness in contract awards turned to strength, sending MEDP stock surging.
Via
Investor's Business Daily
ICON selected by BARDA to conduct anthrax vaccine clinical trial
October 06, 2022
From
ICON plc
Via
Business Wire
ICON plc Schedules Third Quarter 2022 Earnings Conference Call
September 26, 2022
From
ICON plc
Via
Business Wire
Benzinga's Top Ratings Upgrades, Downgrades For September 7, 2022
September 07, 2022
Upgrades
Via
Benzinga
ICON Releases its 2021 ESG Report
September 06, 2022
From
ICON plc
Via
Business Wire
ICON plc to Present at the 2022 Wells Fargo Healthcare Conference
August 31, 2022
From
ICON plc
Via
Business Wire
Benzinga's Top Ratings Upgrades, Downgrades For August 25, 2022
August 25, 2022
Upgrades
Via
Benzinga
3 Explosive Growth Stocks to Keep on Your Radar
August 12, 2022
These three explosive growth stocks are excellent options for long-term investors to consider in this incredibly bearish market.
Via
InvestorPlace
Cramer Says This Stock Is Losing Money As 'Too Many Companies Doing The Same Thing'
July 29, 2022
On CNBC’s "Mad Money Lightning Round," Jim Cramer recommended selling Marqeta Inc (NASDAQ: MQ) adding that "too many companies doing the same thing as they are, and they’re losing money."
Via
Benzinga
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