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home
about us
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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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Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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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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RSVP-Signup Form
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Cerner Corp
(NQ:
CERN
)
N/A
UNCHANGED
Last Price
Updated: 4:00 PM EDT, Jun 7, 2022
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Moderating Inflation, a Tasty IPO, Bull Market Talk, and More
↗
June 22, 2023
We've also got two stocks worth watching: Chevron and Burford Capital.
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Doximity is an Overlooked Medical Ecosystem AI Play
May 23, 2023
Doximity Inc. (NASDAQ: DOCS) is a digital professional social network platform for medical practitioners. It’s a medical community networking platform like
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Oracle, Boeing And This Way To Play The Energy Sector Feature On CNBC's 'Final Trades'
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October 21, 2022
On CNBC’s “Halftime Report Final Trades,” Shannon Saccocia of Boston Private said Oracle Corporation (NYSE: ORCL) is “expanding its business for small and medium size enterprises.&
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Benzinga
Benchmark Downgrades AeroClean After Share Price Rallies
↗
June 14, 2022
Via
Benzinga
Recap: Cerner Q1 Earnings
↗
May 03, 2022
Cerner (NASDAQ:CERN) reported its Q1 earnings results on Tuesday, May 3, 2022 at 08:00 AM. Here's what investors need to know about the announcement.
Via
Benzinga
Cerner: Dividend Insights
↗
March 22, 2022
Thursday marks the last chance for investors to receive the next dividend payout from Cerner (NASDAQ:
Via
Benzinga
Analyst Ratings For Cerner
↗
December 21, 2021
Within the last quarter, Cerner (NASDAQ:CERN) has observed the following an...
Via
Benzinga
These 3 Stock Are Joining the S&P 500 In June
↗
June 06, 2022
This week, the S&P 500 will get three brand new members as part of the index's regular rebalancing.
Via
Benzinga
Billionaire Paul Tudor Jones Is Betting Big on These 3 Stocks
↗
June 03, 2022
Paul Tudor Jones II first gained notoriety by shorting the Black Monday Crash of 1987. Now, he's betting big on CERN, PLAN, and SPY puts.
Via
InvestorPlace
Q1 13F Roundup: How Buffett, Einhorn, Ackman And Others Adjusted Their Portfolios
↗
May 17, 2022
The latest round of 13F filings from institutional investors is out, revealing to the world the stocks that some of the richest and most successful investors have been buying and selling.
Via
Benzinga
Cerner's Return on Invested Capital Overview
↗
May 11, 2022
Pulled from Benzinga Pro data, Cerner (NASDAQ:CERN) posted Q1 earnings of $206.13 million, an increase from Q4 of 17.89%. Sales dropped to $1.43 billion, a 1.52% decrease between quarters.
Via
Benzinga
10 Health Care Stocks With Whale Alerts In Today's Session
↗
May 05, 2022
This whale alert can help traders discover the next big trading opportunities. Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity...
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Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For April 11, 2022
↗
April 11, 2022
Upgrades
Via
Benzinga
Ten Healthcare Companies With High Payout Ratio
↗
March 25, 2022
The healthcare industry is among the biggest U.S. market segments in terms of market capitalization, but when it comes to dividend payouts, they rank very low.
Via
Talk Markets
Clover Health: Praying to the Great Google
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March 11, 2022
Although CLOV stock is down, it still has institutional support. Its leaders have past ties to Google and a deal could help both companies.
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InvestorPlace
What To Expect When Oracle Reports Quarterly Results
↗
March 10, 2022
Oracle stock is down sharply since it last reported quarterly results. Another quarterly report comes late Thursday, Here's what to expect.
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Investor's Business Daily
Merger Arbitrage Mondays - Standard General Acquires Tegna For $8.6 billion Or $24 Per Share In Cash
↗
February 28, 2022
Merger activity remained steady with five new deals announced, four deals completed and one deal terminated. Two of the five new deals announced were potential deals in the...
Via
Benzinga
Cerner Earnings Perspective: Return On Invested Capital
↗
February 23, 2022
According to Benzinga Pro, during Q4, Cerner (NASDAQ:CERN) earned $174.84 million, a 0.54% increase from the preceding quarter. Cerner's sales decreased to $1.45 billion, a 1.09%...
Via
Benzinga
Monness Crespi Sees 46% Upside To Oracle - Read Why
↗
January 06, 2022
Monness Crespi analyst Brian White notes that Oracle Corp (NYSE: ORCL) stock has experienced a sharp decline in recent weeks. The analyst believes Oracle...
Via
Benzinga
Golden Cross Appears Before Cerner Investors
↗
December 29, 2021
If history is any guide, there may be good fortune ahead for shares of Cerner (NASDAQ:CERN). A so-called "golden cross" has formed on its chart and, not surprisingly, this could...
Via
Benzinga
Oracle, Cerner and the Liar’s Cloud
↗
December 23, 2021
ORCL stock is dirt cheap for a cloud company, and Oracle's purchase of Cerner accelerates the move of health care to the cloud.
Via
InvestorPlace
Benzinga's Top Ratings Upgrades, Downgrades For December 22, 2021
↗
December 22, 2021
Upgrades According to Loop Capital, the prior rating for Williams-Sonoma Inc (NYSE:
Via
Benzinga
Did Oracle Purchase Cerner at a Bargain Price?
↗
December 21, 2021
A discussion on whether (or not) Oracle purchased Cerner at an attractive valuation and the potential acceleration in growth that Cerner might provide to Oracle.
Via
Talk Markets
Alibaba Downgrade, Micron Upgrades Among Today's Top Calls On Wall Street
↗
December 21, 2021
Atlantic Equities analyst James Cordwell downgraded Alibaba to Neutral from Overweight with a price target of $140, down from $185.
Via
Talk Markets
Oracle Seeks To Make A Splash In Healthcare Cloud Computing With Acquisition Of Cerner
↗
December 21, 2021
Oracle is taking a step into the world of healthcare with the acquisition of Cerner it announced yesterday.
Via
Talk Markets
Read How Analysts View Oracle Post Cerner Deal
↗
December 21, 2021
Keybanc analyst Michael Turits downgraded Oracle Corp (NYSE:
Via
Benzinga
Oracle Moves Deeper Into Health Care With $30 Billion Deal For Cerner
↗
December 20, 2021
Oracle stock fell as the database software giant said it would acquire Cerner in a $30 billion deal that moves it deeper into health care.
Via
Investor's Business Daily
Oracle Agrees To Acquire Cerner At Premium
↗
December 20, 2021
Oracle Corp (NYSE: ORCL) agreed to acquire Cerner Corp (NASDAQ: CERN) for an all-cash tender offer for $95 per share, or $28.3 billion in equity value. ...
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For December 20, 2021
↗
December 20, 2021
Upgrades According to Keefe, Bruyette & Woods, the prior rating for Old National Bancorp (NASDAQ:...
Via
Benzinga
SOPA Stock: 11 Things to Know About Newly Public Society Pass as It Joins the Russell 2000
↗
December 20, 2021
Society Pass (SOPA) stock is soaring on Monday as it joins the Russell 2000 Index and we're diving into what investors need to know about it.
Via
InvestorPlace
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