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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
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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
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Downgrade Aside, Cathie Wood Buys $1.2M Worth Of SoFi Shares
July 27, 2023
Tickers
ACCD
ARKF
ARKG
SOFI
Tags
Fintech
SoFi Technologies
ARKG
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
Moderna On Cathie Wood's Radar Ahead Of Q2 Results: Ark Boosts Stake In COVID-19 Vaccine Maker By $12M This Week
July 26, 2023
Tickers
ARKG
MRK
MRNA
Tags
Cathie Wood
MRK
Equities
From
Benzinga
Cathie Wood's Ark Invest Buys Spotify, Iridium Shares — Trims Tesla, Coinbase Holdings
July 25, 2023
Tickers
ACCD
AIR
ARKQ
ARKW
Tags
AIR
INCY
Market News
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
ARKG
From
Benzinga
Cathie Wood's China Breakup: Why Ark's Flagship ETF Exited From Alibaba And Other Stocks
July 24, 2023
Tickers
ARKK
ASIA
BABA
MELI
Tags
ETFs
Analyst Color
Tech
From
Benzinga
Cathie Wood's Ark Invest Piles Taiwan Semiconductor Shares, Sells Stock Of This Tesla Rival
July 20, 2023
Tickers
ARKQ
GM
TSM
Tags
TSMC
Media
GM
From
Benzinga
Cathie Wood's ARK Losing Its Shine? Flagship Fund Sees $717M Exodus From Investors In A Year
July 16, 2023
Tickers
ARKK
COIN
ROKU
SQ
Tags
Benzinga
Market News
TSLA
From
Benzinga
Cathie Wood's Ark Invest Continues Tesla Selling Spree Despite Stock's Rise, AI Potential
July 12, 2023
Tickers
ARKG
ARKK
ARKQ
CCJ
Tags
ARK Invest
Tesla
ARKQ
From
Benzinga
Elon Musk Urges Tesla Shareholders To Tread Carefully Ahead Of Q2 Deliveries: 'Be Wary Of...'
June 30, 2023
Tickers
TECH
TSLA
Tags
Cathie Wood
News
Elon Musk
From
Benzinga
Cathie Wood Sells $7.3M Worth Of Tesla Shares As EV Maker's Stock Rises Ahead Of Q2 Delivery Numbers
June 28, 2023
Tickers
AMD
ARKQ
ARKW
EVS
Tags
Long Ideas
ARKW
Trading Ideas
From
Benzinga
Cathie Wood's Ark Outshines S&P 500, Nasdaq In H1: Here Are The Major Trades It Made
June 28, 2023
Tickers
AMD
ARKF
ARKG
ARKK
Tags
Short Ideas
Tech
ROKU
From
Benzinga
Cathie Wood's ARK Invest Claims Top Spot In Approval Race For Spot Bitcoin ETF
June 27, 2023
Tickers
BITCOMP
BLK
USD-BITSTAMP
Tags
Market News
Benzinga
bitcoin
From
Benzinga
Cathie Wood Is Piling On Chip Stocks Amid Recent Market Correction — Continues To Sell Tesla Shares
June 26, 2023
Tickers
AMD
ARKQ
ARKW
TSLA
Tags
ETFs
Markets
Market News
From
Benzinga
Why Cathie Wood's ARK Remains Unimpressed By Toyota's EV Strategy
June 21, 2023
Tickers
EVS
TECH
TM
Tags
Tech
Sam Korus
TM
From
Benzinga
Cathie Wood Continues To Book Profits As Tesla Stock Bulldozes Its Way Higher: Here's What ARK Is Buying
June 20, 2023
Tickers
ARKK
ARKQ
ARKW
EVS
Tags
TWLO
ARK Investment Management
ARKK
From
Benzinga
Cathie Wood's Chip Pair Trade: Ark Offloads More Nvidia, Adds $10M Of This Giant After 2 Years
June 13, 2023
Tickers
ARKQ
ARKW
NVDA
TECH
Tags
Analyst Color
ETFs
Tech
From
Benzinga
Cathie Wood Sells $98M Worth Of Tesla Shares Ahead Of Possible Fed-Induced Market Volatility
June 12, 2023
Tickers
ARKK
ARKQ
ARKW
GM
Tags
Market News
TSLA
Benzinga
From
Benzinga
Binance's Regulatory Woes Are Coinbase's Gain, Says Cathie Wood
June 08, 2023
Tickers
COIN
SEC
Tags
Binance
SEC
$BTC
From
Benzinga
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
ARKF
Coinbase
ARK
From
Benzinga
Cathie Wood's Ark Analyst Raises Eyebrows Over Apple Vision Pro's $3,499 Price Tag: 'Seems A Lot'
June 06, 2023
Tickers
AAPL
META
TECH
Tags
Apple
Apple VIsion Pro
Benzinga
From
Benzinga
Cathie Wood Vindicated? Ark Portfolio Stock Rips Higher On Apple Vision Pro Tie-Up
June 06, 2023
Tickers
AAPL
ARKK
ARKQ
TECH
Tags
U
AAPL
Equities
From
Benzinga
Cathie Wood Challenges The Hype: Is Nvidia Really The Only AI Play?
May 30, 2023
Tickers
AI
NVDA
TECH
TSLA
Tags
Long Ideas
Expert Idea
ARK Invest
From
Benzinga
Cathie Wood Alarmed By US Falling Behind In Bitcoin Race: 'We're Losing It'
May 24, 2023
Tickers
BITCOMP
USD-BITSTAMP
Tags
Cryptocurrency
ARK Investment Management
News
From
Benzinga
Cathie Wood Scooped Up $17M Worth Of Zoom Shares On A Day They Fell 8%
May 23, 2023
Tickers
ARKK
ARKW
DKNG
ZM
Tags
Cathie Wood
News
Equities
From
Benzinga
Cathie Wood Unfazed By Autopilot Concerns, Calls Tesla's FSD 'Most Impactful AI Project'
May 12, 2023
Tickers
EVS
FSD
TECH
TSLA
Tags
Analyst Color
Tech
Elon Musk
From
Benzinga
Cathie Wood Makes Whopping $43M Palantir Buy After Stock's Massive Surge
May 10, 2023
Tickers
ARKK
ARKW
PLTR
TWLO
Tags
Alex Karp
ARKW
ARK Invest
From
Benzinga
Cathie Wood Cashes Out Nearly $4M In Shopify As Stock Pops 24% On Upbeat Q1
May 05, 2023
Tickers
ARKF
ARKK
ARKW
SHOP
Tags
ARK Invest
ARKW
ARKF
From
Benzinga
Cathie Wood Scoops Up AMD Stock On A Day When It Tanks Over 9%: Also Raises Stake In This Biotech Company
May 03, 2023
Tickers
AMD
ARKW
PACB
Tags
AMD
PACB
Benzinga
From
Benzinga
Cathie Wood Bets Big On Coinbase With Whopping $8M Investment, Despite SEC Troubles
May 01, 2023
Tickers
ARKF
ARKK
ARKW
COIN
Tags
ARK Investment Management
Securities and Exchange Commission (SEC)
COIN
From
Benzinga
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