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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
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
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Latest News about ARK Invest
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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 Management
ARKG
Market News
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
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Tags
ARKW
Specialty ETFs
ARK Invest
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
Stock/to/flow model
Cryptocurrency
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
Market News
CRSP
ARKG
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
Markets
crypto market
$ETH
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
Media
ETFs
Markets
From
Benzinga
Is NVIDIA Overpriced? Cathie Wood's Ark Invest Points To 3 Other Stocks
August 21, 2023
Tickers
AAPL
AMZN
ARKF
ARKK
Tags
Benzinga
TSLA
Expert Ideas
From
Benzinga
Cathie Wood's Ark Invest Continues To Sell Shopify Shares Amid Q2 Ripples
August 17, 2023
Tickers
ADPT
ARKF
ARKG
ARKK
Tags
Shopify
ARKG
Market News
From
Benzinga
Cathie Wood's Ark Invest Buys $16M Worth Of Shares Of Flying Taxi Company Archer Aviation — Sells Shopify Stock Worth Millions
August 16, 2023
Tickers
ACHR
ARKG
ARKK
CSCO
Tags
SHOP
Market News
Shopify
From
Benzinga
Cathie Wood's Ark Invest Sees Slim Odds ESPN Bet 'Can Break The DraftKings-FanDuel Duopoly' In Sports Betting
August 15, 2023
Tickers
ARKF
ARKK
ARKW
DIS
Tags
ARKK
Fanduel
Barstool Sportsbook
From
Benzinga
Cathie Wood's Ark Invest Sells $2.15M Of Tesla Shares Despite Own Bullish Projections
August 14, 2023
Tickers
ADPT
ARKG
ARKK
BEAM
Tags
Ark Invest Management
TSLA
Market News
From
Benzinga
Cathie Wood's Back-to-Back Tesla Stock Sale This Week: Why Is Ark Going Against The Grain Of Selling Into Weakness?
August 12, 2023
Tickers
ARKK
ARKQ
EVS
TSLA
Tags
Cathie Wood
Top Stories
ARKQ
From
Benzinga
Cathie Wood's $3 Million Bet On An Ultra-Cheap Stock Revealed
August 12, 2023
Tickers
TWOU
Tags
Market News
Benzinga
TWOU
From
Benzinga
'Black Swan' Author Taleb Says Bitcoin Volume Plunge Makes It Easier For Manipulators To Step In: 'This Is How Open Ponzis Implode'
August 12, 2023
Tickers
BITCOMP
COIN
USD-BITSTAMP
Tags
Analyst Color
Markets
bitcoin
From
Benzinga
Cathie Wood Buys Roblox, Palantir Dips — Ark Invest Seizes Buying Opportunities Following Earnings Reports
August 09, 2023
Tickers
AI
ARKF
ARKG
ARKK
Tags
AI
Palantir
NVDA
From
Benzinga
Palantir Post Q2 Earnings Share Price Dip Doesn't Deter Cathie Wood — Ark Invest Buys $14M Worth Of Shares
August 08, 2023
Tickers
AI
ARKF
ARKG
ARKK
Tags
Market News
Benzinga
ARKG
From
Benzinga
Cathie Wood Buys Shares Of Pacific Biosciences, Reduces Exposure To DraftKings And Genius Sports
August 07, 2023
Tickers
ACCD
ARKG
ARKK
ARKW
Tags
IONS
GENI
ARKG
From
Benzinga
Cathie Wood Splurges $10.6M On Robinhood Stock Even As Google Parent Cut Stake In Trading App By Over 87%
August 05, 2023
Tickers
ARKF
ARKK
ARKW
GOOG
Tags
ARKK
Trading Ideas
Cathie Wood
From
Benzinga
Cathie Wood's Ark Invest Acquires $5.5M of Robinhood Shares Following Platform's First Profitable Quarter
August 03, 2023
Tickers
ACCD
ADPT
ARKF
ARKG
Tags
ACCD
ARKF
ARKQ
From
Benzinga
Should Tesla Buy This Ride-Sharing Giant To Supercharge Robotaxi Dreams? Analyst Explains Why It Makes Sense
August 03, 2023
Tickers
EVS
TECH
TSLA
UBER
Tags
Gary Black
EVs
ride/sharing
From
Benzinga
Cathie Wood Continues Iridium Shopping Spree — Ark Invest Buys $3.6M Worth Of Satellite Company's Stock
August 02, 2023
Tickers
ACCD
ARKF
ARKG
ARKQ
Tags
satellite network
Benzinga
Market News
From
Benzinga
Cathie Wood Buys $3.4M Worth Of Shares In This Payments Software Firm — Also Increases Exposure To Iridium Stock
August 01, 2023
Tickers
ARKF
ARKG
ARKQ
AVDX
Tags
Equities
News
ARKQ
From
Benzinga
Cathie Wood's Ark Invest Sells Robinhood, Coinbase Shares — Buys $3.5M Worth Of Stock Of This Social Media Company
July 31, 2023
Tickers
ARKF
ARKW
AVDX
COIN
Tags
Equities
News
Cathie Wood
From
Benzinga
Why This Video Streaming Stock In Cathie Wood's Portfolio Is Up About 10% Today
July 28, 2023
Tickers
ARKK
ROKU
TECH
Tags
KeyBanc Capital Markets
Cathie Wood
News
From
Benzinga
Downgrade Aside, Cathie Wood Buys $1.2M Worth Of SoFi Shares
July 27, 2023
Tickers
ACCD
ARKF
ARKG
SOFI
Tags
SoFi
SOFI
financial services sector
From
Benzinga
Cathie Wood's Ark Invest Continues To Sell Shares Of Warren Buffett-Backed BYD — Coinbase Holdings Trimmed As Well
July 26, 2023
Tickers
ARKG
ARKQ
ARKW
BYD
Tags
Media
BYDDY
ETFs
From
Benzinga
Cathie Wood's Ark Invest Buys Spotify, Iridium Shares — Trims Tesla, Coinbase Holdings
July 25, 2023
Tickers
ACCD
AIR
ARKQ
ARKW
Tags
Spotify
Media
ETFs
From
Benzinga
Ark Funds On Nasdaq Rebalancing, Can Smaller Tech Stocks Have Their Spotlight? Plus: A Look At Top 10 Holdings And Weightings
July 25, 2023
Tickers
AAPL
AMZN
ARKK
AVGO
Tags
GOOG
AAPL
MSFT
From
Benzinga
Cathie Wood's Ark Invest Makes Major Moves In This Warren Buffett-Backed EV Company, Moderna
July 24, 2023
Tickers
ACCD
ARKG
ARKQ
BYD
Tags
Moderna
Market News
Warren Buffett
From
Benzinga
'No Recession,' Says Jim Cramer As Analyst Points To 'Good Sign' Of Rebound In Commodities
July 24, 2023
Tickers
ASIA
MCHI
Tags
Jim Cramer
Baltic Dry Index
Market News
From
Benzinga
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