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 ARKK
Recent news which mentions ARKK
< Previous
1
2
...
9
10
11
12
13
14
15
16
17
...
32
33
Next >
The ETF Flowdown: Q1 2024
April 08, 2024
Tickers
ARKK
DYNF
FBTC
IBIT
Tags
IBIT
featured
expert insights
From
ETF Trends
UiPath Is Cathie Wood's Largest AI Investment. Should the Stock Be in Your Portfolio?
April 07, 2024
Tickers
ARKK
PATH
Tags
ARKK
Market News
Recent Press Releases
From
Motley Fool
Cathie Wood's Ark Invest Doubles Down On Tesla Despite 3.6% Plunge Amid Model 2 Rumors, Adds $22M Worth Of Shares
April 05, 2024
Tickers
ARKK
ARKW
COIN
EVS
Tags
Gary Black
Trading Ideas
Markets
From
Benzinga
Cathie Wood's Ark Invest Sheds $6.4M Worth Of Coinbase Shares Despite Positive Market Movements, Analyst Upgrade
April 04, 2024
Tickers
ARKK
ARKW
COIN
NEWS
Tags
Cryptocurrency
Shivdeep Dhaliwal
TWLO
From
Benzinga
Cathie Wood Says Tesla Is 'Biggest AI Project' In World, Sees Convergence Of 3 Key Technologies Driving Stock To $2,000
April 03, 2024
Tickers
AI
ARKK
EVS
NEWS
Tags
Cathie Wood
Stories That Matter
Benzinga
From
Benzinga
What's Going On With Roku Shares After Partnering National Basketball Association?
April 03, 2024
Tickers
ARKK
ARKW
NEWS
ROKU
Tags
Movers
Market News
Equities
From
Benzinga
Jim Cramer Slams Cathie Wood's 'Bold' Claims Of 80% Vehicles Being EV In A Few Years: 'Painful'
April 03, 2024
Tickers
ARKK
NEWS
TECH
TSLA
Tags
ARKK
TSLA
Social Media
From
Benzinga
Cathie Wood's Ark Invest Unfazed By Tesla's Big Q1 Sales Miss, Hoards $39M Of EV Giant's Stock Tuesday — Nvidia Offloading Continues
April 02, 2024
Tickers
ARKK
ARKQ
ARKW
COIN
Tags
electric vehicles
mobility
ARKW
From
Benzinga
Is Cathie Wood's Flagship Innovation Fund a Buy After Falling 68%?
April 02, 2024
Tickers
ARKK
Tags
ARKK
Market News
Recent Press Releases
From
Motley Fool
Cathie Wood's Ark Amasses Nearly $15M Tesla Shares Ahead Of Crucial Q1 Deliveries Report - Continues To Offload Nvidia, Coinbase And Robinhood
April 01, 2024
Tickers
ARKK
ARKW
EVS
HOOD
Tags
Expert Ideas
Cryptocurrency
Specialty ETFs
From
Benzinga
Cathie Wood's Ark Invest Has 14% of Its Portfolio Invested in 2 Growth Stocks
April 01, 2024
Tickers
ARKK
COIN
TSLA
Tags
^GSPC
Market News
TSLA
From
Motley Fool
Cathie Wood's Ark Continues Tesla Stock Buying Spree, Acquires Over $14M Worth Of Shares Amid Dip
March 28, 2024
Tickers
ARKK
ARKW
COIN
HOOD
Tags
PATH
Ark Invest Management
Benzinga
From
Benzinga
Cathie Wood's Ark Invest Continues To Double Down On Moderna, Sells Nvidia Shares
March 26, 2024
Tickers
ARKG
ARKK
MRNA
NEWS
Tags
ARKG
Markets
RBLX
From
Benzinga
Cathie Wood's Ark Takes Profits In Rallying Crypto Stocks, Trims Nvidia And This COVID-19 Play Further
March 26, 2024
Tickers
ARKG
ARKK
COIN
HOOD
Tags
Top Stories
NVDA
Trading Ideas
From
Benzinga
Cathie Wood's Ark Ups Tesla Bet With $28M Stock Buy Amid Rebound, Also Loads Up On This Online Game Platform
March 26, 2024
Tickers
ARKK
ARKW
MRNA
NEWS
Tags
ROKU
TSLA
RBLX
From
Benzinga
Here's How Much $100 In Bitcoin Could Be Worth In 2030 If Cathie Wood's New Price Target Is Reached
March 25, 2024
Tickers
ARKB
ARKK
BITCOMP
COIN
Tags
Here's how much $100
bitcoin
HOOD
From
Benzinga
Cathie Wood's Ark Doubles Down On Tesla Despite Dip, But Dumps $56M In This Bitcoin-Linked Stock Amid Crypto Cooldown
March 25, 2024
Tickers
ARKB
ARKK
ARKQ
ARKW
Tags
$BTC
Top Stories
News
From
Benzinga
Elon Musk Reacts To Cathie Wood's Bold GDP Growth Prediction Due To Disruptive Innovation: 'Wow'
March 22, 2024
Tickers
ARKK
NEWS
SARK
TARK
Tags
Market News
Tech
Cathie Wood
From
Benzinga
5 Technologies That Could Be Worth $220 Trillion By 2030, Cathie Wood's ARK Predicts: 'The Time Is Now'
March 22, 2024
Tickers
ARK
ARKG
ARKK
ARKQ
Tags
Cathie Wood
Large Cap
Benzinga
From
Benzinga
Cathie Wood's Ark Invest Scoops Up Reddit Shares On Debut — Also Acquires $46M Worth Of Mark Zuckerberg's Meta Stock
March 22, 2024
Tickers
ARKF
ARKK
ARKW
COIN
Tags
ARKW
ARK Invest ETFs
ICE
From
Benzinga
Is Cathie Wood Buying The Rumor? Ark More Than Doubles Stake In This COVID-19 Vaccine Maker Ahead Of Flurry Of Catalysts
March 21, 2024
Tickers
ARKG
ARKK
MRNA
NEWS
Tags
Long Ideas
MRNA
News
From
Benzinga
Cathie Wood Is Selling These 2 Artificial Intelligence (AI) Stocks. Should You?
March 21, 2024
Tickers
AI
ARKF
ARKK
ARKQ
Tags
ARKF
Recent Press Releases
ARKX
From
Motley Fool
Cathie Wood's Ark Invest Sells Another Tranche Of Block Shares, Even As Bitcoin Price Stages A Recovery
March 20, 2024
Tickers
ARKK
ARKW
BITCOMP
CERS
Tags
SQ
ARKK
Wood
From
Benzinga
Cathie Wood's ARKK Still Leaking, Loses Over 3% In Value And 2% Of Net Assets In A Week
March 20, 2024
Tickers
AAPL
ARKK
AXS
COIN
Tags
Long Ideas
SARK
NVDA
From
Benzinga
Cathie Wood's Ark Invest Isn't Done Selling Shares Of Jack Dorsey-Led Block Yet — Sheds $7.5M Worth of Stock As Bitcoin Price Drops
March 20, 2024
Tickers
ARKK
ARKW
BITCOMP
MRNA
Tags
ARK Invest
Benzinga
Block
From
Benzinga
3 Actively Managed ETFs to Put on Your Radar in 2024
March 19, 2024
Tickers
AL
AMZN
ANF
ARKK
Tags
ANF
AVUV
INTU
From
Motley Fool
Cathie Wood-Led Ark Invest Sheds Shares Of Jack Dorsey's Block And Coinbase As Bitcoin, Ethereum Take A Breather
March 19, 2024
Tickers
ARKK
ARKW
BITCOMP
BTC
Tags
Block Inc
ETFs
Market News
From
Benzinga
Bearish On Disruptive Innovation? Actively Managed ETF Provides A Play For Traders To Short Cathie Wood's ARKK
March 18, 2024
Tickers
ARKK
SARK
TARK
Tags
SARK
AXS Investments
Specialty ETFs
From
Benzinga
Cathie Wood Goes Bargain Hunting: 3 Stocks She Bought Last Week
March 18, 2024
Tickers
ARKF
ARKK
MRNA
TOST
Tags
ARKF
TSLA
Recent Press Releases
From
Motley Fool
Cathie Wood's Ark Offloads $20M Of Soaring Robinhood, Pauses Selloff In This Crypto Play
March 15, 2024
Tickers
ARKF
ARKK
ARKW
COIN
Tags
ARKK
COIN
Trading Ideas
From
Benzinga
< Previous
1
2
...
9
10
11
12
13
14
15
16
17
...
32
33
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.