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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
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
Services, Fees and Compensation
Client Information
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
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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All News about ICON plc - Ordinary Shares
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ICON Shareholders Vote in Favour of All Resolutions at its Annual General Meeting
July 27, 2022
From
ICON plc
Via
Business Wire
ICON Reports Second Quarter 2022 Results
July 27, 2022
From
ICON plc
Via
Business Wire
What 4 Analyst Ratings Have To Say About Icon
July 13, 2022
Over the past 3 months, 4 analysts have published their opinion on Icon (NASDAQ:ICLR) stock. These analysts are typically employed by large Wall Street banks and tasked with understanding a company's...
Via
Benzinga
ICON plc Schedules Second Quarter 2022 Earnings Conference Call
June 21, 2022
From
ICON plc
Via
Business Wire
4 Analysts Have This to Say About Icon
May 24, 2022
Analysts have provided the following ratings for Icon (NASDAQ:ICLR) within the last quarter:
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For May 24, 2022
May 24, 2022
Upgrades
Via
Benzinga
ICON plc to present at the H.C. Wainwright Global Investment Conference and the Jefferies Healthcare Conference
May 23, 2022
From
ICON plc
Via
Business Wire
Expert Ratings for Icon
April 25, 2022
Icon (NASDAQ:ICLR) has observed the following analyst ratings within the last quarter:
Via
Benzinga
Recap: Icon Q4 Earnings
February 22, 2022
Icon (NASDAQ:ICLR) reported its Q4 earnings results on Tuesday, February 22, 2022 at 06:15 AM. Check out this: Insiders Buy More Than $170M Of 4 Stocks Here's what...
Via
Benzinga
ICON Named Business & Finance Company of the Year and One of Forbes’ Best Employers for Diversity
May 23, 2022
From
ICON
Via
Business Wire
ICON plc to present at the BofA Securities 2022 Healthcare Conference
May 03, 2022
From
ICON plc
Via
Business Wire
ICON Reports First Quarter 2022 Results
April 27, 2022
From
ICON plc
Via
Business Wire
How This Top CEO Helped Pfizer Turbocharge The Covid-19 Vaccine
March 31, 2022
When Covid-19 stalled the world's economic motor in early 2020, ICON CEO Steve Cutler and his team at the vaccine trials company revved up.
Via
Investor's Business Daily
Benzinga's Top Ratings Upgrades, Downgrades For April 25, 2022
April 25, 2022
Via
Benzinga
Ominous Death Cross Forms On Icon's Chart
March 15, 2022
If history is any guide, there may be trouble ahead for shares of Icon (NASDAQ:ICLR). A so-called "death cross" has formed on its chart and, not surprisingly, this could be...
Via
Benzinga
10 Biggest Price Target Changes For Monday
March 07, 2022
Wells Fargo raised the price target on Lockheed Martin Corporation (NYSE: LMT) from $400 to $486. Lockheed Martin shares rose 1.3% to $464.10 in pre-market trading....
Via
Benzinga
Expert Ratings For Icon
February 25, 2022
Icon (NASDAQ:ICLR) has observed the following analyst ratings within the last quarter: Bullish Somewhat Bullish Indifferent Somewhat Bearish Bearish Total Ratings 1 0 3 0...
Via
Benzinga
ICON Reports Fourth Quarter and Full Year 2021 Results
February 22, 2022
From
ICON plc
Via
Business Wire
Earnings Scheduled For February 21, 2022
February 21, 2022
Companies Reporting After The Bell • Unisys (NYSE:UIS) is estimated to report quarterly earnings at $0.36 per share on revenue of $539.80 million. • Icon (NASDAQ:...
Via
Benzinga
Earnings Outlook For Icon
February 18, 2022
Icon (NASDAQ:ICLR) is set to give its latest quarterly earnings report on Monday, 2022-02-21. Here's what investors need to know before the announcement. Analysts estimate that Icon will report an...
Via
Benzinga
ICON plc to Present at the 2022 Citi Healthcare Conference
February 17, 2022
From
ICON plc
Via
Business Wire
ICON Issues Financial Guidance for Full Year 2022
January 12, 2022
From
ICON
Via
Business Wire
ICON plc to Present at the 40th Annual JP Morgan Healthcare Conference
January 05, 2022
From
ICON plc
Via
Business Wire
Composite Rating For ICON Rises To 96; Awaits Breakout
December 08, 2021
The IBD SmartSelect Composite Rating ICON stock rose from 94 to 96 Wednesday as the Ireland-based clinical researcher approaches a buy point.
Via
Investor's Business Daily
ICON Named Best Contract Research Organisation in Latest String of Industry Awards
December 07, 2021
From
ICON plc
Via
Business Wire
ICON Releases Environmental, Social and Governance Report
November 22, 2021
From
ICON plc
Via
Business Wire
PerkinElmer Stock, Already Highly Rated, Perks Up Further Amid Brisk Sales, Profit Growth For Its Instruments
November 11, 2021
A Relative Strength Rating upgrade for PerkinElmer shows improving technical performance. Will it continue?
Via
Investor's Business Daily
ICON Announces the Expansion of its Accellacare Site Network
November 10, 2021
From
ICON plc
Via
Business Wire
Icon PLC (ICLR) Q3 2021 Earnings Call Transcript
November 06, 2021
ICLR earnings call for the period ending September 30, 2021.
Via
The Motley Fool
Topics
Earnings
ICON plc to Present at the 30th Annual Credit Suisse Healthcare Conference and the 4th Annual Evercore ISI HealthCONx Conference
November 05, 2021
From
ICON plc
Via
Business Wire
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