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
GeneDx Holdings Corp. - Class A Common Stock
(NQ:
WGS
)
66.86
+5.88 (+9.64%)
Official Closing Price
Updated: 4:15 PM EDT, Apr 14, 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 GeneDx Holdings Corp. - Class A Common Stock
< Previous
1
2
3
4
5
6
7
8
9
...
11
12
Next >
GeneDx to Report First Quarter 2026 Financial Results on Monday, May 4, 2026
April 13, 2026
From
GeneDx
Via
Business Wire
Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought
↗
April 08, 2026
Three stocks that have fallen more than 23% this year were on the Ark Invest CEO's shopping radar on Tuesday.
Via
The Motley Fool
Topics
ETFs
Landmark Study Shows Average Cost Savings of $80,000 Per Child and Overall Improved Health Outcomes Following GeneDx Exome and Genome Testing
March 11, 2026
From
GeneDx
Via
Business Wire
Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought
↗
March 10, 2026
Ark Invest's CEO kicked off the new trading week with a little shopping.
Via
The Motley Fool
GeneDx Holdings Corp (NASDAQ:WGS) Reports Mixed Q4 2025 Results, Stock Falls Despite Strong 2026 Outlook
↗
February 23, 2026
Via
Chartmill
GeneDx to Launch Genetic Testing Program with Zevra Therapeutics to Support Patients with Suspected Niemann-Pick Disease Type C
March 10, 2026
From
GeneDx
Via
Business Wire
GeneDx to Present 18 Abstracts at ACMG 2026, Showcasing the Scale of GeneDx Infinity™ and Real-World Genomic Leadership
March 09, 2026
From
GeneDx
Via
Business Wire
Relay Therapeutics Stock Up 235% This Past Year as One Fund Lifts Bet to $110 Million
↗
February 27, 2026
Relay Therapeutics develops precision medicines targeting oncology and genetic diseases, leveraging proprietary computational technology.
Via
The Motley Fool
Topics
Regulatory Compliance
Structure Therapeutics Stock Surges 200% This Past Year as One Fund Cuts Stake by $15.5 Million
↗
February 27, 2026
This clinical-stage biotech develops oral therapies for chronic diseases, with a lead candidate targeting type-2 diabetes and obesity.
Via
The Motley Fool
Topics
Regulatory Compliance
What a $75 Million Exit From MDU Might Signal Amid a 24% One-Year Rally
↗
February 26, 2026
MDU Resources Group supplies regulated utilities and construction services across the U.S., with consistent revenue and a stable dividend.
Via
The Motley Fool
Topics
Energy
GeneDx's Chief Operating Officer Sold Nearly 6,000 Shares. Is the Stock a Buy or Sell?
↗
February 26, 2026
AI-powered health intelligence firm GeneDx Holdings reported a notable insider sale as it advances its clinical data analytics platform.
Via
The Motley Fool
Topics
Artificial Intelligence
Regulatory Compliance
GeneDx to Participate in Upcoming Investor Conferences
February 25, 2026
From
GeneDx
Via
Business Wire
GeneDx (WGS) Q4 2025 Earnings Call Transcript
↗
February 23, 2026
GeneDx (WGS) Q4 2025 Earnings Call Transcript
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
INSERTING and REPLACING GeneDx Reports Fourth Quarter and Full Year 2025 Financial Results and Reaffirms Guidance for Full Year 2026
February 23, 2026
From
GeneDx
Via
Business Wire
Power Solutions Stock Up 140% as $6.36 Million Exit Follows 62% Sales Surge
↗
February 16, 2026
Power Solutions International designs and manufactures advanced engines and power systems for industrial and transportation markets.
Via
The Motley Fool
Topics
Energy
Regulatory Compliance
Freshworks Falls 60% in a Year as $7.5 Million Sale Shrinks Stake to 3.1% of This Portfolio's Assets
↗
February 16, 2026
This SaaS firm delivers cloud-based business software worldwide, focusing on subscription-driven customer and IT service solutions.
Via
The Motley Fool
Topics
Regulatory Compliance
Air Lease Stock Up 43% as Investor Trims $6.9 Million Stake Despite $1 Billion Profit Year
↗
February 16, 2026
Air Lease Corporation provides global airlines with commercial jet leasing, sales, and fleet management services across a diverse portfolio.
Via
The Motley Fool
Topics
Regulatory Compliance
Five9 Stock Down 60% This Past Year, but One Investor Just Lifted Stake With $3.5 Million Buy
↗
February 16, 2026
Five9 delivers cloud-based contact center software for enterprises, serving clients across finance, healthcare, and technology sectors.
Via
The Motley Fool
Freshworks Stock Down 60% in One Year as Revenue Jumps 16% and One Investor Sells $7 Million in Shares
↗
February 16, 2026
Freshworks delivers cloud-based SaaS solutions for customer engagement, IT service management, and business process automation.
Via
The Motley Fool
Topics
Regulatory Compliance
TIME Names GeneDx CEO Katherine Stueland to the 2026 TIME100 Health List of the World’s Most Influential Leaders in Health
February 11, 2026
From
GeneDx
Via
Business Wire
GeneDx to Report Fourth Quarter 2025 Financial Results on Monday, February 23, 2026
February 03, 2026
From
GeneDx
Via
Business Wire
The Great Rotation: Small-Caps Stand Tall as AI Exhaustion Triggers Tech Rout
January 29, 2026
The stark divide in the financial markets reached a fever pitch today, January 29, 2026, as the long-anticipated "Great Rotation" finally appeared to take hold. While the tech-heavy Nasdaq Composite...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
The Great Rotation of 2026: Why Wall Street is Abandoning Big Tech for Main Street Small Caps
January 28, 2026
The dawn of 2026 has brought a seismic shift to global equity markets, as the long-anticipated "Great Rotation" finally takes hold. After nearly three years of dominance by a handful of mega-cap...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
The Great AI Pivot: From Massive Build-Out to the Era of Operational ROI
January 27, 2026
As of January 27, 2026, the global financial markets are witnessing a profound transformation in the artificial intelligence narrative. While 2023 and 2024 were defined by a "land grab" for...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Workforce
The Great Rotation: Wall Street’s ‘Earnings Handoff’ Moves from Silicon Valley to Main Street
January 26, 2026
As of January 26, 2026, the financial landscape has undergone a seismic shift, marking the definitive end of the "Magnificent 7" era of uncontested dominance. For the first time in decades, the baton...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Earnings
The Great Rotation: Small-Caps Set to Outpace ‘Magnificent 7’ in Historic Earnings Handoff
January 26, 2026
As of January 26, 2026, the long-standing hierarchy of the U.S. equity markets is undergoing its most significant transformation since the post-pandemic recovery. For the first time in years, the...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
Palisades Investment Initiated a Position in Travere Therapeutics Worth Over $5 Million. Is the Stock a Buy?
↗
January 25, 2026
This biopharma firm targets rare diseases with both approved therapies and a pipeline of clinical-stage treatments.
Via
The Motley Fool
Palisades Investment Initiated a Position in Travere Therapeutics Worth Over $5 Million. Is the Stock a Buy?
↗
January 24, 2026
This biopharma firm targets rare diseases with both approved therapies and a pipeline of clinical-stage treatments.
Via
The Motley Fool
The Great Rotation of 2026: Why Wall Street is Betting Big on the Russell 2000
January 22, 2026
As of January 22, 2026, the financial landscape is witnessing a historic shift. After nearly two years of mega-cap technology dominance driven by the artificial intelligence boom, the "Great Rotation"...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
Halper Sadeh LLC Encourages GeneDx Holdings Corp. Shareholders to Contact the Firm to Discuss Their Rights
January 15, 2026
From
Halper Sadeh LLC
Via
Business Wire
< Previous
1
2
3
4
5
6
7
8
9
...
11
12
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.