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Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Buy Currently
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
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Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
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Classifying Municipal Bonds
Revenue Municipal Bonds
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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 sm Program
Services, Fees and Compensation
Account Requirements
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
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
Featured Articles
Contrarian Notes Blog
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Latest News about ALPS
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Avoid the “September Effect” in Quality ETF OUSM
August 22, 2023
Tickers
ALPS
OUSM
Tags
market narratives
small/cap etf
ETF Building Blocks Channel
From
ETF Trends
Play Resilient Retail Sales in ETF OGIG
August 17, 2023
Tickers
ALPS
OGIG
Tags
ETF Building Blocks Channel
Services
China
From
ETF Trends
Eye DTEC’s Equal-Weight Tech Approach
August 14, 2023
Tickers
AI
ALPS
DTEC
Tags
DTEC
ETF Building Blocks Channel
fed
From
ETF Trends
Rate Cycle Done? Eye Emerging Markets ETF EDOG
August 07, 2023
Tickers
ALPS
EDOG
Tags
rising rates
Federal Reserve
Emerging Markets
From
ETF Trends
Eye Internet Giants ETF OGIG for Amazon Earnings
August 02, 2023
Tickers
ALPS
AMZN
OGIG
Tags
AMZN
OGIG
ETF Building Blocks Channel
From
ETF Trends
European Equities Could Reward, but Patience Required
July 28, 2023
Tickers
ALPS
OEUR
Tags
ALPS
ETF Building Blocks Channel
OEUR
From
ETF Trends
Energy Transition Data Highlight Allure of This ETF
July 27, 2023
Tickers
ACES
ALPS
Tags
ETF Building Blocks Channel
ACES
ALPS
From
ETF Trends
International Dividend ETF IDOG Hits Key Buy Signal
July 21, 2023
Tickers
ALPS
IDOG
SMA
SPDR
Tags
current income
ALPS
ssga
From
ETF Trends
Why Infosys Shares Are Trading Lower By 9%? Here Are Other Stocks Moving In Thursday's Mid-Day Session
July 20, 2023
Tickers
ABVC
ALPS
AWH
CBIO
Tags
KUKE
ABVC
COSM
From
Benzinga
Why Nanobiotix Shares Are Trading Higher By 6%; Here Are 20 Stocks Moving Premarket
July 20, 2023
Tickers
ABVC
AKU
ALPS
AULT
Tags
Market News
LYT
SYBX
From
Benzinga
Today’s Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Thursday
July 20, 2023
Tickers
ABVC
ALPS
AULT
BLK
Tags
NCPL
DFS
AULT
From
InvestorPlace
Add Portfolio Diversification in Growth ETF BFOR
July 19, 2023
Tickers
ALPS
BFOR
Tags
growth ETF
diversified growth ETF
ETF Building Blocks Channel
From
ETF Trends
Ride Snap-On Earnings in Equal Sector ETF SDOG
July 18, 2023
Tickers
ALPS
DFND
SDOG
SMA
Tags
Earnings Season
Snap/On Incorporated
earnings
From
ETF Trends
ETF of the Week: ALPS Alerian MLP ETF (AMLP)
July 13, 2023
Tickers
ALPS
AMLP
Tags
etf of the week
chuck jaffe
ALPS
From
ETF Trends
Get Historically Cheap Quality Small-Caps in OUSM
July 11, 2023
Tickers
ALPS
OUSM
SML
SPX
Tags
OUSM
SML
ETF Building Blocks Channel
From
ETF Trends
Why iMedia Brands Shares Are Trading Lower By 11%? Here Are Other Stocks Moving In Friday's Mid-Day Session
July 07, 2023
Tickers
AAOI
ALPS
ASLN
AUID
Tags
Benzinga
Small Cap
Intraday Update
From
Benzinga
FSLR Stock Alert: The $1 Billion Reason First Solar Is Up Today
July 07, 2023
Tickers
ALPS
BABA
BIIB
FSLR
Tags
FSLR
BABA
BIIB
From
InvestorPlace
Why Is Alibaba (BABA) Stock Up Today?
July 07, 2023
Tickers
ALPS
BABA
BIIB
PWM
Tags
BIIB
BABA
PWM
From
InvestorPlace
BIIB Stock Alert: What to Know as FDA Approves Biogen’s Alzheimer’s Drug
July 07, 2023
Tickers
ALPS
BIIB
DOCN
PWM
Tags
BIIB
NASDAQ:BIIB,NASDAQ:ALPS,NASDAQ:PWM,NASDAQ:DOCN
PWM
From
InvestorPlace
Why Is Alpine Summit Energy (ALPS) Stock Down 4% Today?
July 07, 2023
Tickers
ALPS
BJDX
DOCN
IMBI
Tags
NASDAQ:ALPS,NASDAQ:DOCN,NASDAQ:IMBI,NASDAQ:BJDX
BJDX
IMBI
From
InvestorPlace
Today’s Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Friday
July 07, 2023
Tickers
AIM
AKU
ALPS
BJDX
Tags
Market News
Today's Market
TOP
From
InvestorPlace
The Role Dividend ETF SDOG Can Play in a Portfolio
July 06, 2023
Tickers
ALPS
BFOR
SDOG
SPDR
Tags
SDOG
current income
ALPS
From
ETF Trends
Get to Know These 3 Dividend Stocks in SDOG
June 30, 2023
Tickers
ALPS
INTC
MDT
SDOG
Tags
sector dividends
tech indicators
Medtronic
From
ETF Trends
3 Global Internet Stocks Helping OGIG Perform
June 29, 2023
Tickers
ALPS
META
NOW
OGIG
Tags
tech
ALPS
SNOW
From
ETF Trends
Chart of the Week: Dividend ETFs Worthy of Attention
June 22, 2023
Tickers
ALPS
BIL
CDL
PEY
Tags
spdr
ETF Building Blocks Channel
Vanguard
From
ETF Trends
3 Growth-Minded ETFs to Play Fed Rate Pause
June 13, 2023
Tickers
ALPS
ARK
ARKK
BFOR
Tags
BFOR
Barron's
biotech etf
From
ETF Trends
The Active Real Estate ETF Nearing a Key Buy Signal
June 09, 2023
Tickers
ALPS
REIT
VNQ
Tags
ETF Building Blocks Channel
Vanguard
REIT
From
ETF Trends
VettaFi Voices On: Investing in Emerging Markets
June 09, 2023
Tickers
ALPS
BNDX
CGXU
DBEM
Tags
Emerging Markets
Matthews Asia
IAGG
From
ETF Trends
Consumer Spending Trends: Inside E-Commerce, Luxury Goods, and More
June 08, 2023
Tickers
ALPS
ISHP
JRNY
LUX
Tags
Equity ETFs
XLC
First Trust
From
ETF Trends
3 Top Emerging Markets ETFs This Summer
June 06, 2023
Tickers
ALPS
AVSE
EDOG
GEM
Tags
Goldman Sachs
ETF Building Blocks Channel
emerging markets dividends
From
ETF Trends
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