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 ARKG
Recent news which mentions ARKG
< Previous
1
2
3
4
5
6
7
8
9
...
12
13
Next >
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
NTLA
electric vehicles
News
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
Ark Invest Management
Jack Dorsey
Crispr Therapeutics
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
electric vehicles
PACB
ARKW
From
Benzinga
Cathie Wood Is Buying This Growth Stock Hand Over Fist Lately. Should You Follow Her Lead?
October 03, 2023
Tickers
ARKG
ARKK
BEAM
BLUE
Tags
BEAM
BLUE
VRTX
From
Motley Fool
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
Cathie Wood
NVIDIA
Benzinga
From
Benzinga
3 Artificial Intelligence (AI) Stocks That Could Soar More Than Nvidia, According to Wall Street
September 25, 2023
Tickers
AI
ARKG
BMY
HMC
Tags
HMC
NVDA
ORCL
From
Motley Fool
2 Cathie Wood Stocks to Buy Hand Over Fist Right Now
September 24, 2023
Tickers
ARKG
ARKK
CRSP
TSLA
Tags
Market News
TSLA
CRSP
From
Motley Fool
3 Stocks Cathie Wood Is Buying That Should Be on Your List, Too
September 22, 2023
Tickers
ARKG
BEAM
RXRX
SLGC
Tags
BEAM
ARKG
RXRX
From
Motley Fool
Uranium prices are still ‘nowhere near the peak of the last cycle’: Here’s why nuclear energy ETFs could power your portfolio
September 21, 2023
Tickers
ARKF
ARKG
ARKK
GDX
Tags
ARKK
PBW
SIVR
From
MarketWatch
Cathie Wood Continues To Trim Its Tesla Holdings Amid Stock Rally — Ark Invest Sells $20.56M Worth Of Shares
September 19, 2023
Tickers
ARKG
ARKK
DKNG
DNA
Tags
Benzinga
DKNG
robotaxi
From
Benzinga
Buy List Alert: 3 Pharma Stocks with Positive Trial Updates
September 13, 2023
Tickers
ALNY
ARKG
BBIO
RHHBY
Tags
Market News
Stocks to Buy
RHHBY
From
InvestorPlace
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
Long Ideas
News
Top Stories
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
Cathie Wood
Tech
Benzinga
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
Cathie Wood
NVIDIA
Spotify
From
Benzinga
Is Cathie Wood The Next Warren Buffett? Apple, Tesla Define Their Investment Strategies
August 30, 2023
Tickers
AAPL
ARF
ARKF
ARKG
Tags
AAPL
ETFs
ARKQ
From
Benzinga
Cathie Wood Just Sold Nvidia -- and Bought These 5 Potentially Explosive Growth Stocks Again
August 30, 2023
Tickers
ACCD
ARKG
ARKK
CRSP
Tags
NTLA
Market News
RXRX
From
Motley Fool
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
Cryptocurrency
ARK Invest
IZRL
From
Benzinga
3 Up-and-Coming Biotech Stocks to Put on Your Must-Buy List
August 28, 2023
Tickers
ADPT
AMLX
ARKG
IOVA
Tags
Market News
Stocks to Buy
NASDAQ:IOVA,NASDAQ:AMLX,NASDAQ:ADPT,OTCMKTS:RHHBY,BATS:ARKG
From
InvestorPlace
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
ARKG
AI
Artificial Inteligence
From
Benzinga
Cathie Wood Just Sold Shopify -- and Bought These 7 Potentially Explosive Growth Stocks
August 24, 2023
Tickers
ACCD
ADPT
ARKF
ARKG
Tags
Recent Press Releases
ADPT
ACCD
From
Motley Fool
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
ARKK
CDXS
NTLA
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
Equities
Market News
ETFs
From
Benzinga
Cathie Wood's Ark Invest Continues To Sell Shopify Shares Amid Q2 Ripples
August 17, 2023
Tickers
ADPT
ARKF
ARKG
ARKK
Tags
News
ADPT
ARKG
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
ARKG
Markets
TSLA
From
Benzinga
The 3 Most Undervalued Cathie Wood Stocks to Buy Now: August 2023
August 16, 2023
Tickers
ARKG
ARKK
CRSP
GM
Tags
NYSEARCA:ARKK,NYSE:PLTR,NYSE:GM,BATS:ARKG,NASDAQ:CRSP
ARKK
CRSP
From
InvestorPlace
Cathie Wood's Ark Invest Sells More Tesla Stock — Acquires Shares Of Flying Taxi Company
August 15, 2023
Tickers
ACHR
ADPT
ARKG
ARKK
Tags
Markets
DNA
ARKG
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
Market News
ETFs
From
Benzinga
Rising Fuel Costs Lead To Win For Energy, Cathie Wood's Biotech Play Loses Big - ETF Winners And Losers: Medium-Cap Returns
August 14, 2023
Tickers
APA
ARKG
CVX
EXAS
Tags
News
PACB
ARKG
From
Benzinga
3 Top Growth ETFs to Buy Right Now
August 14, 2023
Tickers
ARKG
EEM
IRBO
Tags
EEM
Recent Press Releases
Market News
From
Motley Fool
Cathie Wood’s ARK funds unload another $19 million in Tesla’s stock
August 11, 2023
Tickers
ARKG
ARKK
ARKQ
ARKX
Tags
ARKQ
GOOG
NVDA
From
MarketWatch
< Previous
1
2
3
4
5
6
7
8
9
...
12
13
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.