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Preferred Custodian Settlement
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Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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EVENTS
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home
about us
Investment Approach
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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
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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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Cryptocurrencies: Bitcoin Tumbles to $65K
April 03, 2024
Tickers
AETH
ARK
ARKB
BITB
Tags
crypto channel
Bitwise
Advisor Perspectives
From
ETF Trends
Cryptocurrencies: Bitcoin Rebounds to $70K
March 27, 2024
Tickers
AETH
ARK
ARKB
BITB
Tags
BITI
bito
Fidelity
From
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5 Technologies That Could Be Worth $220 Trillion By 2030, Cathie Wood's ARK Predicts: 'The Time Is Now'
March 22, 2024
Tickers
ARK
ARKG
ARKK
ARKQ
Tags
ARKQ
Opinion
Cathie Wood
From
Benzinga
Cryptocurrencies: Bitcoin Rallies Past $72K to New Record High
March 13, 2024
Tickers
AETH
ARK
ARKB
BITB
Tags
BITB
FBTC
bitcoin
From
ETF Trends
Cryptocurrencies: Bitcoin Hits All-Time High
March 06, 2024
Tickers
AETH
ARK
ARKB
BITB
Tags
iShares
Proshares
AETH
From
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ETFs Fueling Fire of Bitcoin Rally
March 06, 2024
Tickers
ARK
ARKB
BITB
BITCOMP
Tags
FBTC
BITB
Grayscale
From
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Favorable Supply/Demand Dynamics Supporting Bitcoin, Spot ETFs
March 05, 2024
Tickers
ARK
ARKB
BITB
BITCOMP
Tags
gbtc
HODL
Invesco
From
ETF Trends
Cryptocurrencies: Bitcoin Surges Past $57K
February 28, 2024
Tickers
AETH
ARK
ARKB
BITB
Tags
crypto channel
Bitwise
iShares
From
ETF Trends
Bitcoin Could Pilfer Market Share From Gold, Says Expert
February 28, 2024
Tickers
ARK
ARKB
BITB
BITCOMP
Tags
BTCW
Invesco
HODL
From
ETF Trends
Cryptocurrencies: Bitcoin Breaks $52K for First Time Since December 2021
February 21, 2024
Tickers
AETH
ARK
ARKB
BITB
Tags
FBTC
BITB
bitcoin
From
ETF Trends
Cryptocurrencies: Bitcoin Hits Two-Year High
February 14, 2024
Tickers
AETH
ARK
ARKB
BITB
Tags
crypto channel
Bitwise
iShares
From
ETF Trends
Cryptocurrencies: Bitcoin Hovers Around $43K
February 07, 2024
Tickers
AETH
ARK
ARKB
BITB
Tags
Bitwise
crypto channel
Proshares
From
ETF Trends
Cryptocurrencies: Bounce-Back Week for Bitcoin
January 31, 2024
Tickers
AETH
ARK
ARKB
BITB
Tags
Bitwise
crypto channel
AETH
From
ETF Trends
Bitcoin ETF Fee Wars Heat Up: Invesco And Galaxy Asset Management Reduce Fees To Take On Competition
January 29, 2024
Tickers
ARK
BITCOMP
NEWS
USD-BITSTAMP
Tags
21Shares
Market News
Invesco
From
Benzinga
Cathie Wood Reinforces Faith In Tesla Despite Stock's Slump Following Q4 Double Miss, Ark Buys Whopping $66M Worth Of EV Maker's Shares
January 27, 2024
Tickers
ARK
ARKW
NEWS
TSLA
Tags
ARK Invest
ARK
Specialty ETFs
From
Benzinga
Cryptocurrencies: Bitcoin Falls Below $40K
January 24, 2024
Tickers
AETH
ARK
ARKB
BITB
Tags
EFUT
Fidelity
gbtc
From
ETF Trends
Cryptocurrencies: Bitcoin Price Retreats to $43K
January 17, 2024
Tickers
AETH
ARK
ARKB
BITB
Tags
BITB
FBTC
bitcoin
From
ETF Trends
What You Might Have Missed at the Cryptocurrency Symposium
January 16, 2024
Tickers
ARK
ARKB
Tags
Expert Insights
cryptocurrency symposium
ARK
From
ETF Trends
VIDEO: ETF of the Week: ARK Genomic Revolution ETF (ARKG)
December 18, 2023
Tickers
ARK
ARKG
Tags
ARKG
chuck jaffe
tom lydon
From
ETF Trends
ETF of the Week: ARK Genomic Revolution ETF (ARKG)
December 14, 2023
Tickers
ARK
ARKG
Tags
etf of the week
Podcasts
expert insights
From
ETF Trends
Cathie Wood's Ark Dumps $12.8M Worth Of Grayscale Bitcoin Trust Amid Crypto Rally Losing Wind In Sails
December 11, 2023
Tickers
ADPT
ARK
ARKF
ARKK
Tags
CRSP
ARKF
bitcoin
From
Benzinga
Bitcoin ETF Approval: Mark Your Calendars For January As SEC Decides Crypto's Fate
December 01, 2023
Tickers
ARK
BITCOMP
BLK
SEC
Tags
Fidelity
Eric Balchunas
Invesco
From
Benzinga
CPI Inflation Data Hits Thursday: 5 ETFs With Potential For Wild Market Moves
August 09, 2023
Tickers
AAPL
ARK
CPI
FCPI
Tags
CPI
ARK
Consumer Price Index
From
Benzinga
Invest in the Future of Finance With ARK Fintech ETF and Its Competitors
June 27, 2023
Tickers
ARK
ARKF
FINX
KOIN
Tags
FINX
Exchange Traded Concepts
ARKF
From
ETF Trends
3 Growth-Minded ETFs to Play Fed Rate Pause
June 13, 2023
Tickers
ALPS
ARK
ARKK
BFOR
Tags
disruptive tech ETF
SBIO
ARKK
From
ETF Trends
Equal-Weight Tech ETF DTEC Hits Buy Signal
June 12, 2023
Tickers
ARK
ARKK
DTEC
ISRG
Tags
ETF Building Blocks Channel
ARK
TSLA
From
ETF Trends
Cathie Wood, Unfazed By SEC Lawsuit, Picks Up A Whopping $21M Stake In Coinbase Even As Stock Tanked 12%
June 06, 2023
Tickers
ARK
ARKF
ARKK
ARKW
Tags
News
Benzinga
ARKF
From
Benzinga
Cathie Wood Trimmed This Big Tech Stock Holding But Bulked Up On SaaS Provider PagerDuty And Ginkgo Bioworks
June 03, 2023
Tickers
ARK
ARKG
ARKW
DNA
Tags
Cathie Wood
ARK Invest
ARK
From
Benzinga
Cathie Wood Doubles Down On Palantir, Buys Another $13M Stake In Peter Thiel's Big Data Analytics Firm
May 17, 2023
Tickers
ARK
ARKF
ARKK
ARKW
Tags
Palantir Technologies
Market News
Shopify Inc
From
Benzinga
Cathie Wood's Flagship ARK ETF Marks 5-Day Winning Streak — Outperforming Nasdaq, FAANG In May
May 11, 2023
Tickers
AAPL
AMZN
ARK
ARKK
Tags
ARK Invest
ARK
GOOG
From
Benzinga
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