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home
about us
Investment Approach
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Market Analysis Summary
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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
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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
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Humana
(NY:
HUM
)
409.80
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EDT, Sep 11, 2026
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All News about Humana
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Wellington Internal Medicine Group Urges Palm Beach County Seniors to Confirm Doctor Coverage Before Medicare Enrollment Deadline
September 11, 2026
Via
Get News
New Study Links Integrated Specialty Pharmacy Care to Faster Access and Lower Costs
September 10, 2026
From
Humana Inc.
Via
Business Wire
Stay updated with the S&P500 stocks that are on the move in today's pre-market session.
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September 09, 2026
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1 High-Flying Stock for Long-Term Investors and 2 Facing Headwinds
September 04, 2026
“You get what you pay for” often applies to expensive stocks with best-in-class business models and execution. While their quality can sometimes justify the ...
Via
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Humana Earns 2026 Great Place To Work Certification™ and PEOPLE Companies That Care® Recognition
September 03, 2026
From
Humana Inc.
Via
Business Wire
Humana Board Declares Payment of Quarterly Dividend to Stockholders
September 02, 2026
From
Humana Inc.
Via
Business Wire
Vanguard Health Care ETF vs Simplify Health Care ETF
↗
September 01, 2026
Vanguard offers broad exposure at 0.09% cost with 1.5% yield, while Simplify's active strategy returned 32.4% over one year but charges 0.51%.
Via
The Motley Fool
Topics
ETFs
Humana Foundation Names 2026 Scholarship Recipients
September 01, 2026
From
Humana Inc.
Via
Business Wire
2 S&P 500 Stocks with Competitive Advantages and 1 That Underwhelm
August 27, 2026
The S&P 500 (^GSPC) is home to the biggest and most well-known companies in the market, making it a go-to index for investors seeking stability. But not all ...
Via
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Pennsylvania Medicare Supplement Plans Show a $158 Monthly Price Gap for Identical Plan G Coverage, Filing Data Shows
August 24, 2026
Via
AB Newswire
EasyKind Medicare Publishes Pennsylvania Medigap Rate Index Showing a $157.83 Monthly Spread on Identical Plan G Coverage
August 24, 2026
Via
AB Newswire
Humana Names Dr. Shantanu Nundy as Chief Medical Officer
August 20, 2026
From
Humana Inc.
Via
Business Wire
Q2 Earnings Highlights: Humana (NYSE:HUM) Vs The Rest Of The Health Insurance Providers Stocks
August 18, 2026
As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q2. Today, we are looking a...
Via
StockStory
Topics
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Economy
Fraud
Ohio Medicare Broker Review Finds State’s Widest Medigap Price Spread: $224 a Month for Identical Plan G Coverage
August 17, 2026
Via
AB Newswire
New Jersey Medigap Rates for Identical Plan G Coverage Run $147.88 to $260.98 a Month, Filed-Rate Review Finds
August 15, 2026
Via
AB Newswire
CVRx (CVRX) Q2 2026 Earnings Call Transcript
↗
August 13, 2026
U.S. heart failure revenue surged 21% amid reimbursement gains and sales expansion challenges.
Via
The Motley Fool
Topics
Earnings
Humana Healthy Horizons in Indiana Partners With HealthStream to Strengthen Home Care Workforce
↗
August 13, 2026
Humana Healthy Horizons in Indiana, the Medicaid managed care entity of Humana Inc., announced a strategic collaboration with healthcare technology leader
Via
Talk Markets
AdaptHealth (AHCO) Q2 2026 Earnings Call Transcript
↗
August 11, 2026
CEO Foster discusses West Coast operational challenges and a $30M manufacturer price increase.
Via
The Motley Fool
Topics
Earnings
Supply Chain
Humana Healthy Horizons in Indiana Collaborates with HealthStream to Expand and Strengthen Home Care Workforce
August 11, 2026
From
Humana Inc.
Via
Business Wire
James P. Holland to Join Humana as Medicaid President
August 10, 2026
From
Humana Inc.
Via
Business Wire
Humana (HUM) Q2 2026 Earnings Call Transcript
↗
August 07, 2026
CEO Rechtin details Medicare Advantage margin recovery strategy through 2028.
Via
The Motley Fool
Topics
Earnings
Humana Subsidiary iCare Selected for Family Care and Family Care Partnership Contracts Across Southeast Wisconsin
August 05, 2026
From
Humana Inc.
Via
Business Wire
This Humana Analyst Is No Longer Bearish; Here Are Top 5 Upgrades For Wednesday
↗
August 05, 2026
Top Wall Street analysts changed their outlook on top names. See analyst ratings page for complete view. Check out what analysts think of HUM stock.
Via
Benzinga
The 5 Most Interesting Analyst Questions From Humana’s Q2 Earnings Call
August 05, 2026
Humana’s second quarter results reflected operational execution and continued focus on long-term strategic goals. Management highlighted that customer growth...
Via
StockStory
Topics
Earnings
These S&P500 stocks are moving in today's session
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August 04, 2026
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AdaptHealth Q2 Earnings Call Highlights
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August 04, 2026
AdaptHealth (NASDAQ:AHCO) reported second-quarter revenue growth in its continuing operations but lowered its full-year profitability outlook, citing higher-than-expected costs in its West Coast...
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Humana Community Day 2026 Mobilizes Thousands of Employees Nationwide to Support Healthier Communities
August 04, 2026
From
Humana Inc.
Via
Business Wire
2 Cash-Producing Stocks with Impressive Fundamentals and 1 We Turn Down
August 04, 2026
A company that generates cash isn’t automatically a winner. Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand. Cas...
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StockStory
Alignment Healthcare (ALHC) Stock Trades Down, Here Is Why
July 31, 2026
What Happened? Shares of health insurance company Alignment Healthcare (NASDAQ:ALHC) fell 14.8% in the afternoon session after the company revealed plans to ...
Via
StockStory
Topics
Artificial Intelligence
Earnings
US Insurer Humana Is Exiting More Medicare Advantage Plans in 2027— Here's Who Could Be Affected
↗
July 30, 2026
Humana plans more Medicare Advantage plan exits in 2027 as it targets a 3% margin and reshapes its portfolio.
Via
Benzinga
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