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home
about us
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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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TAF sm Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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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
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Total Asset Fund (TAF)
TAF® Program
Services, Fees and Compensation
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Event Schedule
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Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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Oak Street Health Inc
(NY:
OSH
)
N/A
UNCHANGED
Last Price
Updated: 7:00 PM EDT, May 1, 2023
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More Good News Coming? GoodRx Spikes Ahead of Q2 Earnings
August 08, 2023
With newfound business momentum and consensus EPS that's been topped in five straight quarters, GDRX could deliver a report shareholders have been waiting for.
Via
MarketBeat
Topics
Initial Public Offering
Investors Underestimate Power Of This Pieced Flywheel: Analyst Kicks Off Coverage On CVS Health
↗
April 21, 2023
Via
Benzinga
Oak Street Health Inc. (NYSE: OSH) Records 52-Week High Wednesday Morning
April 19, 2023
Via
Investor Brand Network
1 Unstoppable Dividend Stock Down 30% to Buy on the Dip
↗
April 18, 2023
Putting some shares of this dividend growth stock in your portfolio now could lead to heaps of passive income during your retirement years.
Via
The Motley Fool
OAK STREET HEALTH INVESTOR ALERT by the Former Attorney General of Louisiana: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Oak Street Health, Inc. - OSH
April 04, 2023
From
Kahn Swick & Foti, LLC
Via
Business Wire
What 10 Analyst Ratings Have To Say About Oak Street Health
↗
March 15, 2023
Via
Benzinga
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Univar Solutions Inc. (NYSE - UNVR), Oak Street Health (NYSE – OSH), Seagen Inc. (Nasdaq - SGEN), U.S. Xpress Enterprises, Inc. (NYSE – USX)
April 04, 2023
From
Brodsky & Smith LLC
Via
GlobeNewswire
Top 5 Health Care Stocks That May Collapse
↗
March 31, 2023
The most overbought stocks in the health care sector presents an opportunity to go short on these overvalued companies.
Via
Benzinga
Oak Street Health Inc. (NYSE: OSH) Sets New 52-Week High in Thursday Session
March 30, 2023
Via
Investor Brand Network
Oak Street Health Announces Cancellation of its 2023 Annual Meeting of Stockholders
March 30, 2023
From
Oak Street Health
Via
Business Wire
This Boring Business Could Be a Secret Weapon to Beat the Market
↗
March 24, 2023
This could be an impressive turnaround in the making.
Via
The Motley Fool
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Oak Street Health (NYSE – OSH), Seagen Inc. (Nasdaq - SGEN), Provention Bio Inc. (Nasdaq - PRVB), Kimball International, Inc. (Nasdaq – KBAL)
March 23, 2023
From
Brodsky & Smith LLC
Via
GlobeNewswire
OakWell Launches to Provide High-Quality Primary Care Directly to Kidney Patients in Dialysis Centers
March 22, 2023
From
Oak Street Health
Via
Business Wire
Benzinga's Top Ratings Upgrades, Downgrades For March 21, 2023
↗
March 21, 2023
Via
Benzinga
Oak Street Health Inc. (NYSE: OSH) Sets New 52-Week High in Monday Session
March 20, 2023
Via
Investor Brand Network
Benzinga's Top Ratings Upgrades, Downgrades For March 15, 2023
↗
March 15, 2023
Via
Benzinga
3 Reliable Dividend Stocks to Buy and Hold for Decades of Passive Income
↗
March 13, 2023
These healthcare-focused businesses should be able to raise their quarterly payouts for many years to come.
Via
The Motley Fool
Could CVS Health Help You Become a Millionaire?
↗
March 10, 2023
CVS is becoming a deeper and more diverse healthcare company, and that can put it in a great position to keep growing in the future.
Via
The Motley Fool
Is CVS Health a Good Dividend Stock to Buy Now?
↗
March 06, 2023
This company's plan to become a major provider of primary care services could take some big steps forward in 2023.
Via
The Motley Fool
Oak Street Health Reports Full Year 2022 Results
February 28, 2023
From
Oak Street Health
Via
Business Wire
Benzinga's Top Ratings Upgrades, Downgrades For February 23, 2023
↗
February 23, 2023
Via
Benzinga
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: NUVASIVE (Nasdaq – NUVA), Oak Street Health (NYSE – OSH), Argo Group International Holdings, Ltd. (NYSE - ARGO), Cardiovascular Systems, Inc. (Nasdaq – CSII)
February 22, 2023
From
Brodsky & Smith LLC
Via
GlobeNewswire
Breaking Down the Latest Wall Street News: AI to Pizza
↗
February 18, 2023
Plus, sports executive Andrew Brandt discusses the business health of the NFL, how the playoffs may change, and more.
Via
The Motley Fool
Which Healthcare Stock Is a Better Pick in 2023?
↗
February 14, 2023
With a potential recession on the horizon, healthcare stocks could be good picks for investors. Which of these three is best?
Via
InvestorPlace
Benzinga's Top Ratings Upgrades, Downgrades For February 15, 2023
↗
February 15, 2023
Via
Benzinga
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: NUVASIVE (Nasdaq – NUVA), Oak Street Health (NYSE – OSH), Argo Group International Holdings, Ltd. (NYSE - ARGO), Cardiovascular Systems, Inc. (Nasdaq – CSII)
February 14, 2023
From
Brodsky & Smith LLC
Via
GlobeNewswire
CVS Pulls Off Another Big Acquisition -- Is It Worth the $10 Billion It Cost?
↗
February 14, 2023
Does this deal make CVS a better investment today?
Via
The Motley Fool
Alphabet, Activision Blizzard, Oak Street Health And This Australian Company On CNBC's 'Final Trades'
↗
February 13, 2023
On CNBC’s "Halftime Report Final Trades," Brenda Vingiello of Sand Hill Global Advisors said Alphabet Inc. (NASDAQ: GOOGL), which is trading at 14 times earnings, is going t
Via
Benzinga
Stock Market Pulls Back As Treasury Yields Jump; Google Dives On AI Flop: Weekly Review
↗
February 10, 2023
Is this a normal, healthy pullback or the start of something more?
Via
Investor's Business Daily
Benzinga's Top Ratings Upgrades, Downgrades For February 10, 2023
↗
February 10, 2023
Via
Benzinga
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