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home
about us
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Market Analysis Summary
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Team Biographies
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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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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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
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Cardinal Health
(NY:
CAH
)
208.33
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EST, Jan 23, 2026
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Dow Resumes Selloff, Set To Snap Win Streak
↗
January 09, 2024
Stocks have resumed their trek lower in what has become an alarming trend to start 2024.
Via
Talk Markets
Topics
Stocks
What's Going On With Cardinal Health Shares Today?
↗
January 09, 2024
Cardinal Health Inc (NYSE: CAH) shares are trading lower by around 4% after the company provided an update on its FY24 outlook and ongoing portfolio review.
Via
Benzinga
How Is The Market Feeling About Cardinal Health?
↗
January 03, 2024
Via
Benzinga
Will My Portfolio’s Top 3 Performing Stocks From 2023 Deliver Again in 2024?
↗
January 01, 2024
This stock expert takes a look at his portfolio's top performing stocks from the last year.
Via
InvestorPlace
Here's How Much $1000 Invested In Cardinal Health 5 Years Ago Would Be Worth Today
↗
January 01, 2024
Via
Benzinga
Best Performing Stocks In January Over The Last Two Decades (75%+ Win Rate)
↗
December 29, 2023
January is generally one of the weakest months of the year for the stock market, but the following stocks have excelled in January over the last 15 years or more.
Via
Talk Markets
$1000 Invested In Cardinal Health 5 Years Ago Would Be Worth This Much Today
↗
December 11, 2023
Via
Benzinga
How Is The Market Feeling About Cardinal Health?
↗
December 04, 2023
Via
Benzinga
Peering Into Cardinal Health's Recent Short Interest
↗
November 15, 2023
Via
Benzinga
Wall Street's Top 10 Stock Calls This Week - Saturday, Dec. 16
↗
December 16, 2023
What has Wall Street been buzzing about this week? Here are the top 5 buy calls and the top 5 sell calls made by Wall Street's best analysts during the week of Dec. 11-15.
Via
Talk Markets
10 Health Care Stocks Whale Activity In Today's Session
↗
December 14, 2023
Via
Benzinga
3 No-Brainer Stocks to Buy in December
↗
December 07, 2023
These are no-brainer stocks to buy regardless of whether we are in a bull or bear market. Strong tailwinds continue to push them forward.
Via
InvestorPlace
Becton Dickinson Recall Certain Infusion Pumps Due To Compatibility Issues With Cardinal Health's Monoject Syringes
↗
December 04, 2023
Friday, the FDA said that Becton, Dicki
Via
Benzinga
Jim Cramer: Buy Shares Of This Personal Computer Giant, Wait For 'A Little Bit Of Pullback'
↗
November 29, 2023
On CNBC’s "Mad Money Lightning Round," Jim Cramer said he would not buy CRISPR Therapeutics AG (NASDAQ: CRSP) stock "all the way up here.
Via
Benzinga
Earnings Outlook For Cardinal Health
↗
November 02, 2023
Via
Benzinga
Jim Cramer Bullish On Boeing In Latest 'Lightning Round': 'This Is Their Year'
↗
November 28, 2023
Cramer's optimism about Boeing follows his previous praise for the company in April 2023, when he referred to it as "really incredible."
Via
Benzinga
Teva Pharma is the way to play the re-rise of generic drugs
November 28, 2023
Generic and specialty pharmaceutical company, Teva Pharmaceutical's stock, has underperformed for years, but a potential spinoff may be a catalyst for growth
Via
MarketBeat
JP Morgan Maintains Neutral Rating for Cardinal Health: Here's What You Need To Know
↗
November 17, 2023
Via
Benzinga
Could Your Eye Drops Be Unsafe? FDA Flags Amazon For Distributing Risky Eye Products, Demands Immediate Action
↗
November 15, 2023
Amazon.Com, Inc. (NASDAQ: AMZN) has received a
Via
Benzinga
Dividend Income Update October 2023
↗
November 14, 2023
It’s dividend income update time. One of my favorite times of the month as I get to review my previous month of passive income received from my dividend income portfolio.
Via
Talk Markets
Royal Rule: Buy These 3 Dividend Aristocrats on Every. Single. Dip.
↗
November 13, 2023
Choosing dividend aristocrats to buy becomes easy when you elect to buy the royalty of income-generating stocks.
Via
InvestorPlace
Cardinal Health Inc. (NYSE: CAH) Climbs to New 52-Week High
November 08, 2023
Via
Investor Brand Network
Stock Market Rally Back In Force As Treasury Yields Plunge; Arista, Palantir Among Winners: Weekly Review
↗
November 03, 2023
Bulls are back in control as the major indexes confirmed the uptrend this week.
Via
Investor's Business Daily
Expedia Group, Gartner, Cloudflare, Cardinal Health And Other Big Stocks Moving Higher On Friday
↗
November 03, 2023
U.S. stocks traded higher, with the Dow Jones gaining around 200 points on Friday. Here are some big stocks recording gains in today’s session.
Via
Benzinga
Topics
Stocks
Cardinal Health Inc. (NYSE: CAH) Records 52-Week High Friday Morning
November 03, 2023
Via
Investor Brand Network
Major Healthcare Service Provider Cardinal Health Issues Upbeat Outlook, Shares Rise
↗
November 03, 2023
Cardinal Health Inc (NYSE: CAH) reported
Via
Benzinga
Nasdaq, S&P 500 Futures Drop As Apple Guidance Disappoints: Analyst Says 'Seasonal Rally' Right On Queue
↗
November 03, 2023
Apple's weak forecast has cast a pall of gloom on the market, although the monthly jobs report could determine the day's trading direction.
Via
Benzinga
Topics
Stocks
Earnings Scheduled For November 3, 2023
↗
November 03, 2023
Companies Reporting Before The Bell • Arcutis Biotherapeutics (NASDAQ:ARQT) is expected to report quarterly loss at $0.86 per share on revenue of $32.83 million.
Via
Benzinga
Fear & Greed Index Remains In 'Fear' Zone; Dow Notches Best Day Since June
↗
November 03, 2023
The CNN Money Fear and Greed index remained in the "Fear" zone on Thursday. U.S. stocks closed sharply higher on Thursday, amid a decline in Treasury yields. The Dow Jones jumped more than 550 points,...
Via
Benzinga
Topics
Stocks
Apple, Skyworks Solutions And 3 Stocks To Watch Heading Into Friday
↗
November 03, 2023
With U.S. stock futures trading mixed this morning on Friday, some of the stocks that may grab investor focus today are as follows:
Via
Benzinga
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