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home
about us
Investment Approach
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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
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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TAF® Program
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Additional Information
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Event Schedule
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Event Schedule
Market Value Securities (MVS sm) Presentation
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Investing During Uncertain Times
Read FULL Seminar Here
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Personalis, Inc. - Common Stock
(NQ:
PSNL
)
6.720
+0.130 (+1.97%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Mar 13, 2026
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All News about Personalis, Inc. - Common Stock
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Personalis Announces New Publication Advancing Neoadjuvant Treatment Monitoring in Breast Cancer with NeXT Personal®
March 12, 2026
From
Personalis, Inc.
Via
Business Wire
Lightspeed Makes a Big Bet on Self-Driving Trucks, Loading Up on 7 Million Shares of Kodiak AI (KDK)
↗
March 01, 2026
Specializing in AI-driven autonomy for commercial and defense vehicles, Kodiak AI targets clients seeking advanced navigation solutions.
Via
The Motley Fool
Topics
Artificial Intelligence
Regulatory Compliance
Lightspeed Management Made a Huge Bet on Navan (NAVN) With a Purchase of 49.9 Million Shares
↗
March 01, 2026
Navan delivers AI-powered travel and expense management solutions for enterprise clients in the business software sector.
Via
The Motley Fool
Topics
Regulatory Compliance
Personalis Inc (NASDAQ:PSNL) Reports Mixed Q4 2025 Results and Aggressive 2026 Growth Outlook
↗
February 26, 2026
Via
Chartmill
Earnings Scheduled For November 4, 2025
↗
November 04, 2025
Via
Benzinga
Personalis (PSNL) Q4 2025 Earnings Call Transcript
↗
February 26, 2026
Personalis (PSNL) Q4 2025 Earnings Call Transcript
Via
The Motley Fool
Topics
Earnings
Wondering what's happening in today's after-hours session?
↗
February 26, 2026
Via
Chartmill
Personalis Reports Fourth Quarter and Full Year 2025 Results and Recent Highlights
February 26, 2026
From
Personalis, Inc.
Via
Business Wire
Personalis to Participate in the TD Cowen 46th Annual Healthcare Conference
February 17, 2026
From
Personalis, Inc.
Via
Business Wire
Personalis to Announce Fourth Quarter and Full Year 2025 Financial Results
February 12, 2026
From
Personalis, Inc.
Via
Business Wire
Top movers in Tuesday's pre-market session
↗
February 10, 2026
Via
Chartmill
Why Personalis Stock Is Rising: Medicare Covers Lung Cancer MRD Test
↗
February 10, 2026
Medicare will reimburse the company’s NeXT Personal molecular residual disease (MRD) test when used to monitor patients with early to mid-stage non-small cell lung cancer (NSCLC).
Via
Stocktwits
Topics
Artificial Intelligence
Personalis Receives Medicare Coverage for NeXT Personal® in Lung Cancer Surveillance
February 10, 2026
From
Personalis, Inc.
Via
Business Wire
AIGH Capital Dumps 2.6 Million Lumen Technologies Shares In $15.6 Million Exit
↗
February 03, 2026
This telecom provider delivers fiber, cloud, and security services to businesses and consumers across U.S. and international markets.
Via
The Motley Fool
Topics
Artificial Intelligence
Regulatory Compliance
AIGH Capital Dumps 1.1 Million MaxLinear (MXL) Shares
↗
February 02, 2026
This semiconductor company provides integrated RF and mixed-signal solutions for broadband, wireless, and industrial connectivity.
Via
The Motley Fool
Personalis Announces New Publication Expanding Evidence for Ultrasensitive ctDNA Monitoring of Cancer Immunotherapy Response Across Solid Tumors
February 02, 2026
From
Personalis, Inc.
Via
Business Wire
Personalis to Participate in the BTIG 13th Annual MedTech, Digital Health, Life Science & Diagnostic Tools Conference
January 28, 2026
From
Personalis, Inc.
Via
Business Wire
Personalis Pioneers Advancement in MRD Testing with the Launch of its Real-Time Variant Tracker™
January 12, 2026
From
Personalis, Inc.
Via
Business Wire
Personalis Reports Select Preliminary Fourth Quarter and Full Year 2025 Results and Recent Highlights
January 08, 2026
From
Personalis, Inc.
Via
Business Wire
Personalis Announces New Publication Applying Ultrasensitive ctDNA Testing to Monitoring Cancer Immunotherapy Response Across Solid Tumors
December 17, 2025
From
Personalis, Inc.
Via
Business Wire
New Publication Demonstrates the Importance of NeXT Personal Ultrasensitive Detection of Residual Disease in Lung Cancer
December 11, 2025
From
Personalis, Inc.
Via
Business Wire
Personalis to Participate in the Piper Sandler 37th Annual Healthcare Conference
November 18, 2025
From
Personalis, Inc.
Via
Business Wire
Let's uncover which stocks are experiencing notable gaps during today's session.
↗
November 10, 2025
In today's session, there are notable price gaps in the US markets on Monday. Take a closer look at the stocks that are gap up and gap down.
Via
Chartmill
Pagaya Technologies Posts Upbeat Q3 Results, Joins Ironwood Pharmaceuticals, TreeHouse Foods And Other Big Stocks Moving Higher On Monday
↗
November 10, 2025
Via
Benzinga
Personalis Announces Medicare Coverage for Ultrasensitive MRD Test in Breast Cancer
November 10, 2025
From
Personalis, Inc.
Via
Business Wire
What's going on in today's after hours session
↗
November 04, 2025
Let's have a look at what is happening on the US markets after the closing bell on Tuesday. Below you can find the top gainers and losers in today's after hours session.
Via
Chartmill
Personalis Reports Third Quarter 2025 Financial Results
November 04, 2025
From
Personalis, Inc.
Via
Business Wire
Personalis to Announce Third Quarter 2025 Financial Results
October 21, 2025
From
Personalis, Inc.
Via
Business Wire
Personalis Announces New Data from a Landmark Lung Cancer Trial Utilizing Ultrasensitive MRD Testing
October 16, 2025
From
Personalis, Inc.
Via
Business Wire
Personalis Announces Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)
September 15, 2025
From
Personalis, Inc.
Via
Business Wire
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