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home
about us
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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
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Cathie Wood's ARK Invest Expands Across UK And Europe, Agrees To Buy Rize ETF
September 20, 2023
Tags
Top Stories
Benzinga
News
From
Benzinga
Cathie Wood Says Tesla Holds Edge In 'Winner Take Most' Autonomous Driving And Robotaxi Opportunity
September 19, 2023
Tickers
EVS
TECH
TSLA
Tags
electric vehicles
Equities
mobility
From
Benzinga
Carvana, ARM, Ford, MGM Resorts, Tesla: Why These Five Stocks Are Trending Today
September 14, 2023
Tickers
ARM
CVNA
EVS
F
Tags
EVs
artificial intelligence
ARK Invest
From
Benzinga
Cathie Wood Continues To Unload DraftKings Shares, Picks Up Robinhood Stock Worth $4.75M
September 12, 2023
Tickers
ARKF
ARKK
AVAV
DDD
Tags
ADYEN
ARKF
DDD
From
Benzinga
Cathie Wood's Ark Invest Bumps Up Stake In This Chipmaker After Selling $10M Worth Of Nvidia Last Week
September 12, 2023
Tickers
AMD
ARKG
ARKK
ARKQ
Tags
Market News
ETFs
Equities
From
Benzinga
Cathie Wood Sells $14.9M Worth Of This Jim Cramer Pick, Loads Up On $5.7M Worth Of Robinhood Stock
September 11, 2023
Tickers
ARKF
ARKK
ARKQ
DDD
Tags
DKNG
ETFs
Equities
From
Benzinga
Cathie Wood-run Ark's Nvidia Stake Dwindles Further As The Firm Offloads About $10M Worth Of Shares
September 09, 2023
Tickers
ARKG
ARKK
ARKQ
NVDA
Tags
Analyst Color
Market News
Equities
From
Benzinga
EXCLUSIVE: Is Cathie Wood Using ChatGPT To Pick Stocks?
September 07, 2023
Tickers
AI
NVDA
TECH
TSLA
Tags
Cathie Wood
Exclusives
Interview
From
Benzinga
Ark Invest Files For New Ethereum ETF With 21Shares
September 06, 2023
Tickers
ETH
Tags
Cryptocurrency ETF
Bitcoin spot ETF
News
From
Benzinga
Cathie Wood's Ark Invest Keeps Shedding Shopify Nvidia Shares, Loads Up On Spotify Stock
September 05, 2023
Tickers
ACHR
ARKG
ARKK
ARKW
Tags
Market News
BEAM
ARKW
From
Benzinga
EXCLUSIVE: Cathie Wood Breaks Down $2,000 Tesla Price Target With Benzinga
September 05, 2023
Tickers
AAPL
ACHR
AI
ARKK
Tags
ETFs
mobility
The Raz Report
From
Benzinga
EXCLUSIVE: Cathie Wood Credits AI For Tesla FSD Losing Its Training Wheels
September 02, 2023
Tickers
FSD
GM
TECH
TSLA
Tags
Cathie Wood
Exclusives
Full Self/Driving
From
Benzinga
EXCLUSIVE: Cathie Wood Says Cybertruck Will 'Expand The Truck Market'
September 01, 2023
Tickers
ARKK
ARKQ
ARKW
F
Tags
TSLA
Trading Ideas
The Raz Report
From
Benzinga
EXCLUSIVE: Ark Invest Was 'There' With Nvidia At $5, Cathie Wood Tells Benzinga
September 01, 2023
Tickers
AI
NVDA
PATH
TECH
Tags
PATH
Cathie Wood
Mid Cap
From
Benzinga
Cathie Wood's Ark Invest Increases Palantir Exposure By $10.08M Amid Market Volatility, Offloads Shopify Stock
August 31, 2023
Tickers
AI
ARKF
ARKK
ARKW
Tags
Market News
Shopify Inc
Palantir Technologies
From
Benzinga
EXCLUSIVE: Cathie Wood Flips The Script, Warns Of Looming Deflation
August 30, 2023
Tickers
DPZ
KO
PEP
Tags
Market News
Deflation
DPZ
From
Benzinga
EXCLUSIVE: Cathie Wood Tells Benzinga Why Tesla Should Trade As A Tech Stock
August 30, 2023
Tickers
AAPL
ARKK
ARKQ
ARKW
Tags
TM
BB
mobility
From
Benzinga
Is Cathie Wood The Next Warren Buffett? Apple, Tesla Define Their Investment Strategies
August 30, 2023
Tickers
AAPL
ARF
ARKF
ARKG
Tags
ARKQ
ZM
innovation
From
Benzinga
Cathie Wood's Ark ETFs Gain Over $600 Million In 1 Day As Crypto, EV Stocks Rally
August 29, 2023
Tickers
ARKF
ARKG
ARKK
ARKQ
Tags
electric vehicles
ARKW
Movers
From
Benzinga
EXCLUSIVE: Is Nvidia Overvalued? Cathie Wood Says Every Stock Could Become An AI Stock
August 29, 2023
Tickers
AI
DFS
MCO
NVDA
Tags
Large Cap
Cathie Wood
DFS
From
Benzinga
Cathie Wood's Bullish Stance on Flying Cars: Ark Buys $3.9M Worth of Archer Aviation Shares
August 28, 2023
Tickers
ACCD
ACHR
ARKK
ARKQ
Tags
UAL
Ark Invest Management
Cathie Wood
From
Benzinga
Former ARK Invest Head Sees Upward Reversal for Crypto Markets: Time To Start Accumulating?
August 28, 2023
Tags
Market News
crypto insights
News
From
Benzinga
EXCLUSIVE: Cathie Wood Says Bitcoin Is Key 2024 Election Issue For Young Voters
August 28, 2023
Tickers
BITCOMP
USD-BITSTAMP
Tags
Interview
Exclusives
Donald Trump
From
Benzinga
Cathie Wood's ARK Invest And 21Shares File For Bitcoin, Ethereum Futures ETFs
August 25, 2023
Tickers
BITCOMP
BLK
CBOE
USD-BITSTAMP
Tags
ARK Invest
$BTC
cboe
From
Benzinga
Cathie Wood's Ark Invest Adjusts Portfolio — Sells Nvidia Shares Worth Nearly $1.9M Amid AI Surge
August 24, 2023
Tickers
ACCD
AI
ARKG
CRSP
Tags
ARK Invest
Artificial Inteligence
Cathie Wood
From
Benzinga
EXCLUSIVE: Why Does Cathie Wood Think Bitcoin Is Going To $1 Million — What Does She Know That We Don't?
August 24, 2023
Tickers
ARKF
ARKK
ARKW
BITCOMP
Tags
ARK Invest
Bitcoin
Specialty ETFs
From
Benzinga
Tom Lee Says Bitcoin Will Break Above $200,000 This Cycle: 'It's Pretty Battle Tested'
August 24, 2023
Tickers
BITCOMP
BLK
USD-BITSTAMP
Tags
crypto regulations
Thomas Lee
NFT
From
Benzinga
Cathie Wood Mops Up $8.1M Worth Of Zoom Stock After Q2 Earnings Beat, Sells Nvidia Shares In Excess Of $1M
August 22, 2023
Tickers
ADPT
ARKG
ARKK
ARKW
Tags
Markets
Ark Invest Management
Cathie Wood
From
Benzinga
Crypto's 2022 Bottom Confirmed? Ex-ARK Exec Predicts Bullish Surge For Bitcoin, Ethereum, Solana
August 22, 2023
Tickers
BITCOMP
USD-BITSTAMP
Tags
Market News
bitcoin
Benzinga
From
Benzinga
Cathie Wood Sells Shopify Shares Worth $9.2M — Ark Goes Shopping This Dutch Payment Company's Stock Instead
August 21, 2023
Tickers
ADPT
ADYEY
ARKF
ARKG
Tags
Markets
SHOP
ADPT
From
Benzinga
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