Menu
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 Buy Currently
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
Sample Portfolio
Sample Portfolio Analysis
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 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
Tax-Free Income Seminar
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
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
Recent Quotes
View Full List
My Watchlist
Create Watchlist
Indicators
DJI
Nasdaq Composite
SPX
Gold
Crude Oil
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries
Latest News about ARK
Recent news which mentions ARK
< Previous
1
2
3
4
Next >
Chart of the Week: ETFs Play Well With Others
September 22, 2022
Tickers
ARK
ARKG
HYLB
ICLN
Tags
JPMorgan
VNQ
ARK
From
ETF Trends
A Growth Opportunity in a Next-Gen Internet ETF Strategy
September 19, 2022
Tickers
ARK
ARKW
Tags
Webcasts
featured
disruptive technology channel
From
ETF Trends
VettaFi ETF Research and Data Is Being Recognized
September 19, 2022
Tickers
ARK
ARKG
ARKK
BFTR
Tags
BlackRock
ESGU
VWO
From
ETF Trends
An Advisors Guide to Cloud Computing and the Future of the Internet
September 16, 2022
Tickers
ARK
ARKW
Tags
featured
Webcasts
disruptive technology channel
From
ETF Trends
An ETF to Capitalize on the Growth Opportunity in Fintechs
August 03, 2022
Tickers
ARK
ARKF
Tags
ARK
ARKF
disruptive technology channel
From
ETF Trends
Frictionless Funding, Blockchain, and Next-Gen Transactions: The Technologies Transforming the Financial Sector
August 02, 2022
Tickers
ARK
ARKF
Tags
ARK
Webcasts
featured
From
ETF Trends
Why Cathie Wood's Ark Invest Is Folding Up Transparency ETF
July 20, 2022
Tickers
ARK
BILL
CTRU
GOLF
Tags
News
BILL
ARK
From
Benzinga
Fintech ETFs Are Down But Not Out
July 18, 2022
Tickers
ARK
ARKF
FINX
Tags
Mirae Asset Global Investments
globalx
disruptive technology channel
From
ETF Trends
Unity Software & ironSource Merger is Net Positive, ARK Says
July 18, 2022
Tickers
ARK
ARKK
ARKW
Tags
ARK
ARKW
ARKK
From
ETF Trends
AI Could Displace Human Graphic Designers
July 11, 2022
Tickers
ARK
ARKQ
Tags
ARKQ
disruptive technology channel
ARK Invest
From
ETF Trends
Chart of the Week: Advisors Remain Confident in Disruptive Innovation
June 23, 2022
Tickers
ARK
ARKG
ARKK
BFTR
Tags
Goldman Sachs
BFTR
disruptive technology channel
From
ETF Trends
Chart of the Week: Advisors Remain Confident in Disruptive Innovation
June 23, 2022
Tickers
ARK
ARKG
ARKK
BFTR
Tags
KOMP
spdr
ARKG
From
ETF Trends
Chart of the Week: Advisors Remain Confident in Disruptive Innovation
June 23, 2022
Tickers
ARK
ARKG
ARKK
BFTR
Tags
ssga
future ETFs channel
BlackRock
From
ETF Trends
Square to Integrate With Apple Tap-to-Pay; Add Exposure With ARKF
June 10, 2022
Tickers
ARKF
SQ
Tags
ARK Invest
SQ
disruptive technology channel
From
ETF Trends
An Innovative ETF Opportunity That Taps Into Our Increased Understanding of the Human Genome
June 08, 2022
Tickers
ARKG
Tags
Webcasts
disruptive technology channel
ARK
From
ETF Trends
Are Innovative Growth ETFs Reflecting a Turn for the Better?
June 07, 2022
Tickers
ARKK
Tags
ARKK
disruptive technology channel
ARK
From
ETF Trends
Tesla’s Robot Has Potential to be Revolutionary; Get Exposure With These 3 ETFs
June 06, 2022
Tickers
ARKK
ARKQ
ARKW
Tags
ARKK
ARK Invest
ARK
From
ETF Trends
ARKK’s Top Holdings Post Gains Over 5-Day Period
June 02, 2022
Tickers
ARKK
Tags
ARK
ARK Invest
ARKK
From
ETF Trends
Cathie Wood Adds $14M Worth Of Coinbase As Stock Weathers Massive Crypto Crash
May 12, 2022
Tickers
COIN
Tags
Cryptocurrency
$ETH
Market News
From
Benzinga
Active Management Is Hard, but Can Still Play a Role
May 02, 2022
Tickers
ARKK
IWB
IWM
JEPI
Tags
JEPI
VB
IVV / iShares S&P 500 Index ETF
From
ETF Trends
Why Investors Should Consider ETFs That Target Innovation Platforms
April 27, 2022
Tickers
ARKF
ARKG
ARKK
ARKQ
Tags
ARKW
disruptive technology channel
ARKQ
From
ETF Trends
Refining Your Innovation Exposure: How to Access Tomorrow’s Opportunities
April 26, 2022
Tickers
ARKF
ARKG
ARKK
ARKQ
Tags
ARKQ
disruptive technology channel
ARKW
From
ETF Trends
The Active ETF Tent Is Growing Larger
April 18, 2022
Tickers
ARKK
ARKW
CGGR
DFNL
Tags
exchange an etf experience
DFNL
JEPI
From
ETF Trends
Live at Exchange: Everything Advisors Need to Know About Active ETFs
April 11, 2022
Tickers
ARKK
BAPR
FLCB
JEPI
Tags
JEPI
exchange an etf experience
FLCB
From
ETF Trends
Disruptive Tech ETFs Rally on Encouraging Dialogue Between Russia and Ukraine
March 29, 2022
Tickers
ARKF
ARKG
ARKK
ARKW
Tags
ARKW
ARKG
Actively Managed ETFs
From
ETF Trends
ARKK Sees Double Digit Rebound After Months of Negative Returns
March 24, 2022
Tickers
ARKK
DTEC
GINN
Tags
GINN
ARKK
ALPS
From
ETF Trends
Disruptive Technology Investing Is Rebounding
March 23, 2022
Tickers
ARKK
DTEC
GINN
Tags
Goldman Sachs
SS&C
DTEC
From
ETF Trends
TD Ameritrade: Todd Rosenbluth Talks ETFs to Watch
March 22, 2022
Tickers
ARKX
DVY
HGV
ITA
Tags
VIG
VGT
ARK
From
ETF Trends
In the Short Term, ARK Innovation ETF Looks Too Troubled
February 10, 2022
Tickers
QQQ
ROKU
SPY
TSLA
Tags
NYSEARCA:ARK,NYSEARCA:SPY,NASDAQ:QQQ,NASDAQ:TSLA,NASDAQ:ROKU,NYSE:TDOCNASDAQ:ZM
ARK
TSLA
From
InvestorPlace
ARK Funds See $8B In Net Outflows, But Cathie Wood Says ETF's Stocks Will Rebound
January 30, 2022
Tickers
ETF
ROKU
SPOT
SQ
Tags
Market News
ETFs
holding
From
Benzinga
< Previous
1
2
3
4
Next >
Stock Quote API & Stock News API supplied by
www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the
Privacy Policy
and
Terms Of Service
.
© 2025 FinancialContent. All rights reserved.