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Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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EVENTS
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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
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Asian Markets Mixed, Eurozone Trades In Red While Crude Oil Gains - Global Markets Today While US Was Sleeping
September 18, 2023
Tickers
ADIV
AGOV
ASHR
ASIA
Tags
EWU
Market News
FXI
From
Benzinga
Asian Markets Mixed, Europe Trades Higher Influenced By ECB's Signal Of Ending Rate Hike Cycle - Global Markets Today While US Was Sleeping
September 15, 2023
Tickers
ADIV
AGOV
ASHR
ASIA
Tags
News
FLAX
DBC
From
Benzinga
Asian Markets Higher, Europe Trades In Green Following US Inflation Data - Global Markets Today While US Was Sleeping
September 14, 2023
Tickers
ADIV
AGOV
ASHR
ASIA
Tags
SPEM
USDU
IEUR
From
Benzinga
Asia Closes Lower, Europe Down Ahead Of US Inflation Data - Global Markets Today While US Was Sleeping
September 13, 2023
Tickers
ADIV
AGOV
ASHR
ASIA
Tags
MCHI
USO
BOIL
From
Benzinga
Asian and European Markets Mixed, Energy Rises While US Futures Trade In Red - Global Markets Today While US Was Sleeping
September 12, 2023
Tickers
ADIV
AGOV
ASHR
ASIA
Tags
IEV
GLD
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From
Benzinga
Asian Markets Remain Mixed, Crude Falls While Eurozone Economic Growth Outlook Downgraded - Global Markets Today While US Was Sleeping
September 11, 2023
Tickers
ADIV
AGOV
ASHR
ASIA
Tags
KDIV
UNG
VWO
From
Benzinga
Asian Markets Close Lower, European Markets Trade In Red While Commodities Gain - Global Markets Today While US Was Sleeping
September 08, 2023
Tickers
ADIV
AGOV
ASHR
ASIA
Tags
ASHR
Commodities
UUP
From
Benzinga
Asia Closes in Red, Europe Trades Higher as Crude Oil Flirts Near Yearly High - Global Markets Today While US Was Sleeping
September 07, 2023
Tickers
AAPL
ADIV
AGOV
ASHR
Tags
News
FLAX
DBC
From
Benzinga
Asian Markets Mixed, Europe Trades Lower Along With Crude and Gold - Global Markets Today While US Was Sleeping
September 06, 2023
Tickers
ADIV
AGOV
ASHR
ASIA
Tags
BBEU
FXA
EZU
From
Benzinga
Asia Closes in Red, Europe Trades Lower Along with Commodities - Global Markets Today While US Was Sleeping
September 05, 2023
Tickers
ADIV
AGOV
ASHR
ASIA
Tags
FXC
Emerging Markets
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From
Benzinga
Asia Dividend Outlook Attractive With ADIV
October 06, 2022
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Tags
Guinness Atkinson Asset Management
dividend channel
SmartETFs
From
ETF Trends
Good Time to Consider Dividend/Value Combination
September 09, 2022
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ADIV
DIVS
Tags
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SmartETFs
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September Fine Time to Consider Equity Income ETFs
September 02, 2022
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DIVS
Tags
DIVS
dividend channel
SmartETFs
From
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Assessing ADIV for Asia Equity Defense
July 29, 2022
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Tags
ADIV
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Dividend Stocks Look Particularly Good Right Now
May 19, 2022
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Tags
Guinness Atkinson Asset Management
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From
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Investors Looking for Yield Need These 2 ETFs
May 05, 2022
Tickers
ADIV
DIVS
Tags
DIVS
Guinness Atkinson Asset Management
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Dividend Strategies Outperformed in April; Check Out DIVS and ADIV
May 02, 2022
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Tags
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Guinness Atkinson Asset Management
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Recapping Key Milestones Before Next Week’s Exchange Conference
April 06, 2022
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BITO
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Tags
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Does Your Portfolio Need Asia Pacific Exposure?
March 22, 2022
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The Case for Asia Pacific Equities
March 21, 2022
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What Can Hong Kong Stocks Do For Your Portfolio?
March 16, 2022
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When Capital Appreciation and Income Matter, Turn to ADIV and DIVS
March 14, 2022
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Forget Commodities to Hedge Inflation: Try Dividend ETFs Instead
March 10, 2022
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IOO
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Guinness Atkinson Asset Management
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Global Dividends Expected to Hit Record High in 2022
March 07, 2022
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DIVS
IOO
Tags
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These 3 Dividend ETFs Are Perfect for Income-Seekers
February 28, 2022
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DIVS
IOO
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iShares
ADIV
SmartETFs
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ETF Trends
Expect Asia to Offer Attractive Dividends and Growth Over Coming Years
February 25, 2022
Tickers
ADIV
Tags
Guinness Atkinson Asset Management
ADIV
dividend channel
From
ETF Trends
The Case for International Dividends
February 15, 2022
Tickers
ADIV
Tags
Guinness Atkinson Asset Management
guinness atkinson
dividend channel
From
ETF Trends
Inflation, Rising Rates Steer Investors Toward Dividend ETFs
February 09, 2022
Tickers
ADIV
DIVS
IOO
Tags
IOO
SmartETFs
ADIV
From
ETF Trends
Dividend ETFs Continue to See Surge in Popularity
February 03, 2022
Tickers
ADIV
DIVO
DIVS
IOO
Tags
Amplify
dividend channel
guinness atkinson
From
ETF Trends
ADIV Is Underrated
January 26, 2022
Tickers
ADIV
Tags
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ADIV
SmartETFs
From
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