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Analyzing the Credit Quality of General Obligation Bonds
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What We Buy Currently
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Default Rates
Yield Difference
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TSL’s Turnkey Operation Platform
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Classifying Municipal Bonds
Revenue Municipal Bonds
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Analyzing GO Bonds
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Credit Risk
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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
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Sample Portfolio
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EVENTS
FIP
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Event Schedule
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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
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MARKET RESEARCH
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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
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Latest News about ALPS
Recent news which mentions ALPS
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MLPs Prove Resilient to Q1 Natural Gas Price Declines
April 25, 2024
Tickers
ALPS
AMLP
ENFR
Tags
ALPS
energy infrastructure channel
Natural Gas
From
ETF Trends
Don’t Overlook Midstream For Income When Oil Prices Rise
April 22, 2024
Tickers
ALPS
AMLP
SPY
XLE
Tags
XLE
AMLP
SPY
From
ETF Trends
Active Could Be Ideal for Muni Bond Exposure in 2024
April 22, 2024
Tickers
ALPS
MNBD
Tags
ALPS
ETF Building Blocks Channel
MNBD
From
ETF Trends
Bull vs Bear: Will Rate Cuts Still Happen This Year?
April 17, 2024
Tickers
ALPS
AMLP
OUSA
REIT
Tags
Federal Reserve
interest rates
OUSA
From
ETF Trends
Consider Active ETF RFFC’s Long Term Returns
April 15, 2024
Tickers
ALPS
COP
JPM
NVDA
Tags
NVDA
Active ETF
COP
From
ETF Trends
Think You Know REITs? Here’s the Real Story
April 11, 2024
Tickers
ALPS
REIT
Tags
REITs
REIT
ALPS
From
ETF Trends
Data Center REITs Support Case for This Real Estate ETF
April 11, 2024
Tickers
ALPS
REIT
Tags
ETF Building Blocks Channel
ALPS
REIT
From
ETF Trends
An Investor’s Guide to the Tax Advantages of MLP ETFs
April 11, 2024
Tickers
ALPS
AMLP
ENFR
Tags
ALPS
Alerian
Featured
From
ETF Trends
Get Long-Term Active ETF Performance in RFFC
April 04, 2024
Tickers
ALPS
RFFC
Tags
Active Investing
RFFC
ALPS
From
ETF Trends
Increase in Wealthy Population Should Boost This ETF
April 02, 2024
Tickers
ALPS
MNBD
Tags
ALPS
ETF Building Blocks Channel
MNBD
From
ETF Trends
As Treasury Yields Dip, Get Flexible With This Active ETF
April 01, 2024
Tickers
ALPS
SMTH
Tags
ETF Building Blocks Channel
SMTH
ALPS
From
ETF Trends
Consider This Core Option Amid Renewed Bond Interest
March 28, 2024
Tickers
ALPS
SMTH
Tags
bonds
SMTH
active ETFs
From
ETF Trends
Holdings in This ETF Appear in Dividend Kings List
March 25, 2024
Tickers
ALPS
SDOG
Tags
ETF Building Blocks Channel
ALPS
S&P 500
From
ETF Trends
Get Dividends Exposure as EM Equities See More Inflows
March 22, 2024
Tickers
ALPS
EDOG
Tags
dividends
EDOG
Emerging Markets
From
ETF Trends
Past S&P 500 Performance Bodes Well for This Dividend ETF
March 20, 2024
Tickers
ALPS
SDOG
Tags
S&P 500
dividend
SDOG
From
ETF Trends
An ETF to Ponder as Global Dividends Hit Record High in 2023
March 18, 2024
Tickers
ALPS
IDOG
Tags
Fixed Income
international equities
ALPS
From
ETF Trends
Consider an Equal Weight Strategy Amid Renewed Volatility
March 15, 2024
Tickers
ALPS
EQL
XLC
XLK
Tags
Equal/Weight
ETF Building Blocks Channel
ALPS
From
ETF Trends
Interest Rate Cuts Could Benefit This Active ETF
March 13, 2024
Tickers
ALPS
LGRO
Tags
Large/Cap
ETF Building Blocks Channel
ALPS
From
ETF Trends
Beyond the REIT Headlines: The Case for an Active REIT ETF
March 12, 2024
Tickers
ALPS
REIT
Tags
Real Estate
REITs
ALPS
From
ETF Trends
Record International Tourism Should Propel This ETF Higher
March 12, 2024
Tickers
ALPS
JRNY
Tags
travel
tourism
etf buildings blocks channel
From
ETF Trends
Data Centers Growth Should Provide Tailwinds for This ETF
March 11, 2024
Tickers
ALPS
REIT
Tags
REIT
ETF Building Blocks Channel
ALPS
From
ETF Trends
Get Core Bond Exposure With Active Management Flexibility
March 08, 2024
Tickers
ALPS
SMTH
Tags
active ETFs
ETF Building Blocks Channel
SMTH
From
ETF Trends
Fewer Carbon Emissions in 2023 Should Benefit This ETF
March 06, 2024
Tickers
ACES
ALPS
Tags
Clean Energy
ACES
ETF Building Blocks Channel
From
ETF Trends
Strong U.S. Performance Could Pave Way for International Equities
March 05, 2024
Tickers
ALPS
IDOG
Tags
IDOG
international dividends
ALPS
From
ETF Trends
Nio Sub-Brand Alps' Debut EV Literally Boasts It's 'Better Than Tesla's Model Y,' Spy Shots Reveal
March 05, 2024
Tickers
ALPS
EVS
NEWS
NIO
Tags
TSLA
ALPS
mobility
From
Benzinga
Lukewarm PCE Inflation Data Could Ignite a Small-Cap Rally
March 04, 2024
Tickers
ALPS
OUSM
Tags
ETF Building Blocks Channel
OUSM
ALPS
From
ETF Trends
Rising Global Equities Could Boost This International Dividend ETF
March 01, 2024
Tickers
ALPS
IDOG
Tags
ALPS
ETF Building Blocks Channel
IDOG
From
ETF Trends
Expansion of Data Centers Can Help Propel REIT ETF
February 29, 2024
Tickers
ALPS
REIT
Tags
data center
Equinix
ETF Building Blocks Channel
From
ETF Trends
Despite Rise in Costs, Clean Energy Growth Should Prevail
February 27, 2024
Tickers
ACES
ALPS
Tags
Clean Energy
ACES
ETF Building Blocks Channel
From
ETF Trends
Dampen Small-Cap Volatility With This ETF
February 26, 2024
Tickers
ALPS
OUSM
Tags
ETF Building Blocks Channel
OUSM
ALPS
From
ETF Trends
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