Menu
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 Buy Currently
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
Sample Portfolio
Sample Portfolio Analysis
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 sm Program
Services, Fees and Compensation
Account Requirements
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
Municipal Bond Presentation
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
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
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
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
Recent Quotes
View Full List
My Watchlist
Create Watchlist
Indicators
DJI
Nasdaq Composite
SPX
Gold
Crude Oil
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries
Health Catalyst, Inc - Common stock
(NQ:
HCAT
)
1.690
-0.020 (-1.17%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Aug 19, 2026
Add to My Watchlist
Quote
Overview
Detailed Quote
Charting
Historical Prices
News
Press Releases
Research
Quarterly Reports
Insider Filings
Other Filings
All News about Health Catalyst, Inc - Common stock
< Previous
1
2
3
4
5
6
7
8
9
10
11
Next >
Health Catalyst, GitLab, Elastic, and Marqeta Shares Plummet, What You Need To Know
August 17, 2026
What Happened? A number of stocks fell in the afternoon session after Bloomberg reported that Anthropic’s preliminary second-quarter revenue topped $11.5 bil...
Via
StockStory
Topics
Artificial Intelligence
1 Unpopular Stock That Deserves a Second Chance and 2 We Avoid
August 17, 2026
When Wall Street turns bearish on a stock, it’s worth paying attention. These calls stand out because analysts rarely issue grim ratings on companies for fea...
Via
StockStory
Health Catalyst (HCAT) Q2 2026 Earnings Call Transcript
↗
August 13, 2026
Company divests Vitalware for $147M, retires $160M debt amid platform migration.
Via
The Motley Fool
Topics
Earnings
Retirement
Health Catalyst (NASDAQ:HCAT) Tumbles 24% on Weak Guidance Despite Q2 Earnings Beat
↗
August 06, 2026
Via
Chartmill
5 Must-Read Analyst Questions From Health Catalyst’s Q2 Earnings Call
August 13, 2026
Health Catalyst’s second quarter was marked by a notable decline in sales, which management attributed primarily to the ongoing impact of client migrations a...
Via
StockStory
Topics
Earnings
HCAT Q2 Deep Dive: Vitalware Divestiture Reshapes Strategy Amid Revenue Decline
August 07, 2026
Healthcare data analytics company Health Catalyst (NASDAQ:HCAT) reported revenue ahead of Wall Street’s expectations in Q2 CY2026, but sales fell by 12.7% ye...
Via
StockStory
Why Health Catalyst (HCAT) Shares Are Trading Lower Today
August 07, 2026
What Happened? Shares of healthcare data analytics company Health Catalyst (NASDAQ:HCAT) fell 23.1% in the afternoon session after the company provided a wea...
Via
StockStory
Topics
Artificial Intelligence
Economy
Government
Which stocks are gapping on Friday?
↗
August 07, 2026
Via
Chartmill
Top movers in Friday's pre-market session
↗
August 07, 2026
Via
Chartmill
Health Catalyst Q2 Earnings Call Highlights
↗
August 06, 2026
Health Catalyst (NASDAQ:HCAT) reported second-quarter 2026 revenue above the high end of its guidance range and adjusted EBITDA at the high end of its outlook, while outlining a strategic shift...
Via
MarketBeat
Topics
Earnings
Health Catalyst (NASDAQ:HCAT) Exceeds Q2 CY2026 Expectations But Stock Drops 25.5%
August 06, 2026
Healthcare data analytics company Health Catalyst (NASDAQ:HCAT) reported Q2 CY2026 results topping the market’s revenue expectations, but sales fell by 12.7%...
Via
StockStory
Curious about the stocks that are showing activity after the closing bell on Thursday?
↗
August 06, 2026
Via
Chartmill
Health Catalyst Reports Second Quarter 2026 Results
August 06, 2026
From
Health Catalyst, Inc.
Via
GlobeNewswire
Health Catalyst (HCAT) Q2 Earnings Report Preview: What To Look For
August 04, 2026
Healthcare data analytics company Health Catalyst (NASDAQ:HCAT) will be reporting earnings this Thursday after the bell. Here’s what to expect. Health Cataly...
Via
StockStory
Topics
Artificial Intelligence
nCino, Braze, ServiceNow, Health Catalyst, and Palo Alto Networks Shares Are Soaring, What You Need To Know
August 03, 2026
What Happened? A number of stocks jumped in the afternoon session after the software sector caught a massive tailwind, fueled by easing geopolitical tensions...
Via
StockStory
Topics
Artificial Intelligence
Economy
Government
Health Catalyst to Announce Second Quarter 2026 Operating Results and Host Conference Call on Thursday, August 6, 2026
July 28, 2026
From
Health Catalyst, Inc.
Via
GlobeNewswire
Health Catalyst, Commerce, and Paycom Shares Plummet, What You Need To Know
July 17, 2026
What Happened? A number of stocks fell in the afternoon session after sentiment continued to weaken as tech stocks faced a dual headwind of deteriorating mac...
Via
StockStory
Topics
Artificial Intelligence
Economy
Health Catalyst Investors Approve Directors, Pay; Board Declassification Fails
↗
July 16, 2026
Health Catalyst (NASDAQ:HCAT) stockholders approved three of four proposals presented at the company’s 2026 annual meeting, including the election of two directors, ratification of the company’s...
Via
MarketBeat
3 Value Stocks with Open Questions
July 16, 2026
The low valuation multiples for value stocks provide a margin of safety that growth stocks rarely offer. However, the challenge lies in determining whether t...
Via
StockStory
3 Reasons to Sell HCAT and 1 Stock to Buy Instead
July 15, 2026
Health Catalyst has been treading water for the past six months, recording a small loss of 3.6% while holding steady at $2.26. The stock also fell short of t...
Via
StockStory
3 Small-Cap Stocks We Think Twice About
July 13, 2026
Many small-cap stocks have limited Wall Street coverage, giving savvy investors the chance to act before everyone else catches on. But the flip side is that ...
Via
StockStory
Topics
Economy
monday.com, Intuit, and Health Catalyst Stocks Trade Down, What You Need To Know
July 08, 2026
What Happened? A number of stocks fell in the afternoon session after President Trump declared the Iran ceasefire "over" and threatened renewed strikes, send...
Via
StockStory
Topics
Artificial Intelligence
Bonds
Economy
3 Stocks Under $10 We’re Skeptical Of
July 03, 2026
Stocks under $10 pique our interest because they have room to grow (as well as the most affordable option contract premiums). That doesn’t mean they’re barga...
Via
StockStory
Health Catalyst, PubMatic, and PTC Stocks Trade Up, What You Need To Know
July 01, 2026
What Happened? A number of stocks jumped in the afternoon session after Guggenheim's John DiFucci upgraded both Salesforce and ServiceNow to Buy, arguing the...
Via
StockStory
Topics
Artificial Intelligence
Data Analytics Stocks Q1 Highlights: Health Catalyst (NASDAQ:HCAT)
June 22, 2026
As the Q1 earnings season wraps, let’s dig into this quarter’s best and worst performers in the data analytics industry, including Health Catalyst (NASDAQ:HC...
Via
StockStory
Health Catalyst, Zoom, and Autodesk Shares Are Falling, What You Need To Know
June 22, 2026
What Happened? A number of stocks fell in the afternoon session after a confluence of high-profile AI talent departures from Alphabet, and a regulatory overh...
Via
StockStory
Topics
Artificial Intelligence
3 Software Stocks That Fall Short
June 18, 2026
Software is rapidly reducing operating expenses for businesses. This secular theme makes SaaS companies attractive investment candidates but also comes with ...
Via
StockStory
Health Catalyst to Participate in Upcoming Investor Conference
June 16, 2026
From
Health Catalyst, Inc.
Via
GlobeNewswire
Health Catalyst and Paycom Shares Are Falling, What You Need To Know
June 16, 2026
What Happened? A number of stocks fell in the afternoon session as investors rotated from the high-multiple growth names that led the recent rally. Software ...
Via
StockStory
Topics
Artificial Intelligence
Economy
Health Catalyst, Tenable, and Pegasystems Stocks Trade Down, What You Need To Know
June 09, 2026
What Happened? A number of stocks fell in the afternoon session after Anthropic released new models (Claude Fable 5 and Claude Mythos 5) which were described...
Via
StockStory
Topics
Artificial Intelligence
Government
< Previous
1
2
3
4
5
6
7
8
9
10
11
Next >
Stock Quote API & Stock News API supplied by
www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the
Privacy Policy
and
Terms Of Service
.
© 2025 FinancialContent. All rights reserved.