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Analyzing the Credit Quality of Revenue Municipal Bonds
What We Buy Currently
What We Normally Don’t Buy
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Default Rates
Yield Difference
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Preferred Custodian Settlement
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TSL’s Turnkey Operation Platform
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Classifying Municipal Bonds
Revenue Municipal 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
Back Dated Performance Reports
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EVENTS
FIP
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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
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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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Small Caps to Benefit From Rate Cuts? Eye OUSM
November 27, 2023
Tickers
ALPS
OUSM
Tags
OUSM
SS&C
ALPS
From
ETF Trends
Revisiting Equal Sector ETF SDOG Ahead of 2024
November 24, 2023
Tickers
ALPS
SDOG
Tags
2024
equal/weight ETF
SDOG
From
ETF Trends
Tax-Loss Harvest Into Clean Energy ETF ACES
November 22, 2023
Tickers
ACES
ALPS
PBD
Tags
clean energy ETFs
PBD
ETF Building Blocks Channel
From
ETF Trends
Disruptive Tech ETF DTEC Sending Key Buy Signal
November 15, 2023
Tickers
ALPS
DTEC
TECH
Tags
ALPS
ETF Building Blocks Channel
growth ETF
From
ETF Trends
As Actives Rise, Eye Active Growth ETF LGRO
November 10, 2023
Tickers
ALPS
LGRO
Tags
LGRO
Active Investing
ETF Building Blocks Channel
From
ETF Trends
As Rate Hikes Pause, Eye Disruptive Tech?
November 08, 2023
Tickers
AI
ALPS
DTEC
Tags
SS&C
Rate Hikes
ALPS
From
ETF Trends
Are Dividends Payers Royalty or the Top Dog?
November 06, 2023
Tickers
ALPS
DIV
KNGS
SDOG
Tags
Roundhill
spdr etfs
SDY
From
ETF Trends
Time for Small Caps? The Case in OUSM
November 03, 2023
Tickers
ALPS
OUSM
Tags
ALPs SS&C
OUSM
small cap dividends
From
ETF Trends
Innovation Could Propel Biotechnology Bounce
October 31, 2023
Tickers
ALPS
SBIO
Tags
ETF Building Blocks Channel
ALPS
SBIO
From
ETF Trends
White House Investment Bodes Well for This Clean Energy ETF
October 30, 2023
Tickers
ACES
ALPS
Tags
ALPS
ETF Building Blocks Channel
ACES
From
ETF Trends
Navigate an Uncertain Real Estate Market With This Active ETF
October 23, 2023
Tickers
ALPS
REIT
Tags
Real Estate
Simon Property Group
ETF Building Blocks Channel
From
ETF Trends
Big Value Available in Small-Cap Stocks
October 19, 2023
Tickers
ALPS
OUSM
Tags
ALPS
OUSM
ETF Building Blocks Channel
From
ETF Trends
Three Firms to Watch in Active Growth ETF LGRO
October 17, 2023
Tickers
ALPS
BLK
LGRO
LRCX
Tags
uber
LGRO
ALPS
From
ETF Trends
Technical Upside Could Be in the Works for Small-Caps
October 16, 2023
Tickers
ALPS
OUSM
Tags
small/caps
OUSM
ETF Building Blocks Channel
From
ETF Trends
What Kinds of Firms Does International Dividend ETF IDOG Hold?
October 13, 2023
Tickers
ALPS
IDOG
JAPAY
SNY
Tags
dividends
JAPAY
international dividend ETF
From
ETF Trends
Is the Small-Cap Moment Coming? Eye OUSM
October 12, 2023
Tickers
ALPS
OUSM
Tags
recession
OUSM
ALPS
From
ETF Trends
Get Balanced AI Exposure and More With DTEC
October 09, 2023
Tickers
ALPS
DTEC
Tags
DTEC
Equal/Weight
ETF Building Blocks Channel
From
ETF Trends
Watch BFOR’s Equal Weight Growth ETF Approach
October 05, 2023
Tickers
ALPS
BFOR
Tags
smid cap
U/S/ stocks
ETF Building Blocks Channel
From
ETF Trends
Get Factor-Based U.S. Equity ETF Exposure in OUSA
October 04, 2023
Tickers
ALPS
OUSA
Tags
OUSA
ETF Building Blocks Channel
ALPS
From
ETF Trends
The Upside in Equal-Weight ETF SDOG
October 03, 2023
Tickers
ALPS
SDOG
Tags
equal weight upside
SDOG
sector investments
From
ETF Trends
VettaFi Voices On: Risk Management in an Uncertain Economy
September 29, 2023
Tickers
ALPS
BIL
BOCT
DBMF
Tags
energy infrastructure channel
DIVO
retirement income channel
From
ETF Trends
Quality Dividend ETF OUSM Nearing RSI Signal
September 28, 2023
Tickers
ALPS
OUSM
WSM
Tags
ALPS
ETF Building Blocks Channel
tech action
From
ETF Trends
Sector Allocation Matters for Portfolio Dividend Yield
September 26, 2023
Tickers
ALPS
IDOG
NOBL
SDOG
Tags
Proshares
dividend yield
Equity
From
ETF Trends
ETF of the Week: ALPS O’Shares US Small-Cap Quality Dividend ETF (OUSM)
September 21, 2023
Tickers
ALPS
OUSM
Tags
ETF Building Blocks Channel
ALPS
expert insights
From
ETF Trends
Equal Weight ETF EQL Hits Key Buy Signal
September 15, 2023
Tickers
AAPL
ALPS
EQL
NVDA
Tags
ALPS
ETF Building Blocks Channel
equal weight investing
From
ETF Trends
Eyeing Foreign Equities? Check This ETF Duo First
September 13, 2023
Tickers
ALPS
EDOG
IDOG
Tags
EDOG
IDOG
ETF Building Blocks Channel
From
ETF Trends
Positive Economic News Bolsters OGIG
September 12, 2023
Tickers
ALPS
OGIG
Tags
OGIG
savings rate
spending
From
ETF Trends
Avoid Concentration Risk With Quality Dividend ETF OUSM
September 07, 2023
Tickers
AAPL
ALPS
LLY
NVDA
Tags
dividends
dividend screen
AAPL
From
ETF Trends
Play Positive Clean Tech Investing News in ACES
September 06, 2023
Tickers
ACES
ALPS
EVS
FSLR
Tags
FSLR
ACES
clean tech investing
From
ETF Trends
SS&C ALPS Advisors Launches Active Large-Cap ETF
August 23, 2023
Tickers
ALPS
LGRO
OUSM
SDOG
Tags
New ETFs
Active ETF
OUSM
From
ETF Trends
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