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about us
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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
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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
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Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Crypto Market Bull Run to Lose Momentum, Predicts Ex-Ark Invest Analyst Chris Burniske: 'It Doesn't Stay White Hot Like This For More Than...'
November 03, 2023
Tickers
SOL
TECH
Tags
Crypto Bull Run
Market News
Tech
From
Benzinga
Cathie Wood's Ark Invest Goes Shopping For Moderna Stock — Sells DraftKings Shares Amid Quarterly Rise In Revenue, EPS Beat
November 02, 2023
Tickers
ARKG
ARKK
ARKQ
DKNG
Tags
Cathie Wood
ARKQ
ARKK
From
Benzinga
Cathie Wood's Ark Invest Scoops Up More Than $3M Worth Of SoFi Technologies Shares Amid Q3 Earnings Beat From Online Lender
October 30, 2023
Tickers
ARKF
ARKG
BEAM
DSY
Tags
Markets
Ark Invest Management
Cathie Wood
From
Benzinga
Cathie Wood Snaps Up Over $5M AMD Stock Ahead Of Q3 Results; Here's Another Chipmaker Ark Bought Friday
October 30, 2023
Tickers
AMD
ARKQ
TECH
TSM
Tags
Specialty ETFs
ARKQ
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From
Benzinga
Vaneck Amends Spot Bitcoin ETF Application Amid Increasing Number Of Updated Filings
October 30, 2023
Tickers
BITCOMP
SEC
USD-BITSTAMP
Tags
News
ARK Invest
SEC
From
Benzinga
Cathie Wood Dumps Over $6M Grayscale Bitcoin Fund This Week As Bitcoin Rallies About 14%, While Amassing $12.4M Worth Of This Crypto-linked Stock
October 28, 2023
Tickers
ARKF
ARKK
ARKW
BITCOMP
Tags
Market News
ARKW
ETFs
From
Benzinga
Crypto ETF Expert Echoes Cathie Wood's Opinion: Multiple Spot Bitcoin ETF Applications Will Be Approved At The Same Time
October 24, 2023
Tickers
BITCOMP
BITX
USD-BITSTAMP
Tags
Volatility Shares
Stuart Barton
Expert Ideas
From
Benzinga
Cathie Wood's Ark Stays Bullish On Tesla Despite Short-Term 'Growing Pains' As EV Maker 'Years Ahead' Of Rivals
October 24, 2023
Tickers
ARKK
ARKQ
ARKW
EVS
Tags
electric vehicles
Equities
Tasha Keeney
From
Benzinga
Amid A Crypto Rally, Cathie Wood's Ark Invest Sells Coinbase, Grayscale Bitcoin Trust, Buys Robinhood Shares
October 23, 2023
Tickers
ARKF
ARKG
ARKW
BITCOMP
Tags
$BTC
GBTC
Cathie Wood
From
Benzinga
Are Consumers Ready For Robotaxis From Tesla, Alphabet, GM? New Survey Says Not Yet
October 23, 2023
Tickers
GM
GOOG
GOOGL
TECH
Tags
robotaxis
ARK Invest
GM
From
Benzinga
Cathie Wood's Ark Offloads $6.3M In Tesla Shares Amid EV Maker's Q3 Earnings Disappointment
October 18, 2023
Tickers
ARKF
ARKK
ARKW
NTLA
Tags
Ark Invest Management
Cathie Wood
SHOP
From
Benzinga
Cathie Wood-Led Ark Invest Sells Over $6.5M Worth Of Tesla Stock, What's Going On?
October 17, 2023
Tickers
ARKG
ARKK
CRSP
EVS
Tags
ARK Invest
Media
EVs
From
Benzinga
Cathie Wood Sells $2M Worth Tesla Stock Amid Its Rebound Ahead Of EV Maker's Q3 Results
October 17, 2023
Tickers
ARKK
TSLA
Tags
Market News
electric vehicles
Equities
From
Benzinga
Why Cathie Wood Picks Tesla Over Nvidia As Top AI Play For Next 5 Years
October 16, 2023
Tickers
AI
ARKK
ARKQ
ARKW
Tags
ARK Invest
AI stocks
Specialty ETFs
From
Benzinga
Cathie Wood Says 'Hopes Are Rising' For Bitcoin ETF Approval By SEC
October 16, 2023
Tickers
BITCOMP
SEC
USD-BITSTAMP
Tags
Market News
ETFs
Ark Funds
From
Benzinga
Cathie Wood's Ark Sold $21M Worth Of Tesla Shares Last Week As EV Maker Prepares To Report Q3 Results
October 15, 2023
Tickers
ARKK
EVS
TSLA
Tags
ARKK
Specialty ETFs
Cathie Wood
From
Benzinga
Early Believer In Tesla And NVIDIA, Cathie Wood And Her Firm Changed Modern Investing - Just What Does ARK Invest Offer?
October 12, 2023
Tickers
ARKF
ARKG
ARKK
ARKQ
Tags
Cathie Wood
ARKK
$BTC
From
Benzinga
Bitcoin's Long-Term Balances Surge To Highest Level Since 2010, Says ARK Invest On-Chain Analyst
October 12, 2023
Tickers
BITCOMP
USD-BITSTAMP
Tags
Market News
Spot WTI crude oil
bitcoin
From
Benzinga
Cathie Wood's Ark Invest Sells $9.8M Worth Of Tesla Shares — Second Day Of Selling EV Giant In A Row
October 11, 2023
Tickers
ARKG
ARKK
ARKW
CRSP
Tags
DKNG
Market News
Equities
From
Benzinga
Cathie Wood's Ark Invest Keeps On Cutting Tesla Holdings, Sells More Than $8M Worth Of EV Maker's Shares
October 10, 2023
Tickers
ARKG
ARKK
ARKW
CRSP
Tags
Markets
ARKK
Ark Invest Management
From
Benzinga
Cathie Wood Goes Shopping For Stock of Jack Dorsey's Block — Ark Invest Bolsters Portfolio With Archer Aviation, CRISPR Shares
October 09, 2023
Tickers
ACHR
ARKG
ARKK
ARKQ
Tags
ARKX
MKFG
ARK Invest
From
Benzinga
Cathie Wood's Ark Sells Tesla Stock For 3rd Straight Session As Week's Disposals Total Whopping $30M
October 07, 2023
Tickers
ARKK
ARKQ
ARKW
EVS
Tags
Market News
ETFs
mobility
From
Benzinga
Cathie Wood's Ark Invest Sells Over $25M Worth Of Tesla Shares Amid Boost In Price
October 04, 2023
Tickers
ARKG
ARKK
ARKQ
ARKW
Tags
ARK Invest
EVs
ARKK
From
Benzinga
Cathie Wood's Ark Invest Sells Nearly $4M Worth Of NVIDIA Shares — Does It Herald Shift To Undervalued AI Gems?
October 02, 2023
Tickers
AI
ARKG
BEAM
NVDA
Tags
BEAM
ETFs
NVIDIA
From
Benzinga
Cathie Wood's Ark Invest Tweaks Portfolio, Sells $1.8M Worth Of DraftKings Shares
September 28, 2023
Tickers
ARKK
ARKQ
ARKW
ARKX
Tags
Media
ARK Invest
MKFG
From
Benzinga
Gary Gensler Firm On Stance That Most Tokens Subject To Securities Laws: 'Not Surprising That We've Seen Many Problems..'
September 27, 2023
Tickers
SEC
Tags
Benzinga
SEC
ARK Invest
From
Benzinga
How Holding On To Anthropic Stake May Benefit FTX In Bankruptcy
September 25, 2023
Tickers
AI
AMZN
CRM
GOOG
Tags
OpenAi
$SOL
CRM
From
Benzinga
Cathie Wood Offloads Whopping $47M Of Tesla Last Week Amid Stock's Lean Run And Doubles Down On This AI Stock
September 24, 2023
Tickers
ARKF
ARKK
ARKW
PLTR
Tags
Cathie Wood
ARKK
Specialty ETFs
From
Benzinga
Cathie Wood's Ark Invest Sells Tesla Shares Worth $15.9M, Bolsters Positions In Palantir By $14.9M
September 21, 2023
Tickers
ARKF
ARKK
ARKW
DKNG
Tags
ARK Invest
ARKK
Markets
From
Benzinga
Cathie Wood's Ark Offloads Tesla Shares Worth $8.4M While Staying Bullish On Elon Musk's EV Company
September 20, 2023
Tickers
ARKK
DKNG
DNA
RBLX
Tags
Benzinga
TSLA
DNA
From
Benzinga
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