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
3
4
5
6
7
8
9
...
32
33
Next >
Ross Gerber, Cathie Wood Or Gary Black? Whose Funds Stack Up Against S&P 500's Gains In 2024?
November 12, 2024
Tickers
ARKK
FFND
GK
MSFT
Tags
Benzinga
Equities
TSLA
From
Benzinga
Cathie Wood Predicts Trump's White House Return Will Ignite Reagan-Era Economic Boom Through Deregulation And Tax Cuts: 'Likely To Turbocharge The US Economy'
November 11, 2024
Tickers
ARKK
NEWS
Tags
Donald Trump
Benzinga
News
From
Benzinga
Cathie Wood's Tech Rotation: Amazon Mega-Buy While Tesla, Reddit And Palantir Get Axed
November 07, 2024
Tickers
AMZN
ARKF
ARKK
ARKW
Tags
TSLA
PLTR
Tesla
From
Benzinga
Block Bulls Charge Into Q3 As Cathie Wood Sells, Dorsey Restructures
November 07, 2024
Tickers
ARKF
ARKK
SQ
TECH
Tags
Cathie Wood
ARKK
Jack Dorsey
From
Benzinga
Cathie Wood's Wednesday Exodus: Moderna And Jack Dorsey's Block Stocks Get Dumped
November 06, 2024
Tickers
ARKF
ARKG
ARKK
MRNA
Tags
MRNA
Jack Dorsey
Ark Invest Management
From
Benzinga
Cathie Wood's Latest Shake-up: Dumps Palantir And Jack Dorsey's Block Along With Tesla, Buys Amazon And Meta
November 04, 2024
Tickers
AMZN
ARKF
ARKK
ARKQ
Tags
$BTC
Coinbase
Ark Invest Management
From
Benzinga
Cathie Wood Says Trump's Ideas On Eliminating Income Tax And Imposing Tariffs Brings Back Vibes Of 'Early Days Of Our Country'
November 03, 2024
Tickers
ARKK
NEWS
Tags
News
Kaustubh Bagalkote
Market News
From
Benzinga
Cathie Wood Bets Big On Mark Zuckerberg: Ark Pours $19M Into Meta Shares, Dumps Palantir And Tesla Stock
October 31, 2024
Tickers
ARKF
ARKK
ARKW
EVS
Tags
EVs
Meta
SQ
From
Benzinga
Cathie Wood's Ark Innovation, Genomic ETFs Celebrate 10 Years: How Annual Returns Stack Up Against S&P 500
October 31, 2024
Tickers
ADPT
ARKG
ARKK
CDNA
Tags
RXRX
SHOP
IONS
From
Benzinga
Cathie Wood Shuffles Her Tech Deck: Continues Dumping Tesla And Palantir, Stocks Up On AMD And Meta
October 30, 2024
Tickers
ACHR
AMD
ARKK
ARKQ
Tags
ARKQ
EVs
ARKW
From
Benzinga
Cathie Wood's Sky-High Vision: Dumps Shares Of Cybercab Touting Tesla For This eVTOL Play
October 29, 2024
Tickers
ACHR
ARKK
ARKW
EVS
Tags
electric vehicles
ARK Invest ETFs
ARKW
From
Benzinga
Cathie Wood's Flurry Of Trades: Offloads $31.5M in Tesla, Buys Amazon, AMD And Meta — Dumps Palantir, Trims Robinhood And Square Amid Bitcoin Rally
October 28, 2024
Tickers
AMD
AMZN
ARKF
ARKK
Tags
META
Block Inc
Palantir
From
Benzinga
Cathie Wood's Ark Sells $22M Worth Of Tesla Shares Following Blockbuster Q3 Rally
October 24, 2024
Tickers
ARKK
ARKQ
EVS
NEWS
Tags
ARK Invest
ARKK
Cathie Wood
From
Benzinga
Cathie Wood-Led Ark Dumps $5.8M Worth Of Robinhood Shares Amid Forecasts Of A Potential Rally From Analysts
October 22, 2024
Tickers
ARKK
ARKW
HOOD
NEWS
Tags
Ark Invest Management
ARKK
Cathie Wood
From
Benzinga
Cathie Wood Continues To Sell Shares Of Jack Dorsey's Bitcoin-Focused Company Block — Ark Also Dumps Moderna, Robinhood Stock
October 16, 2024
Tickers
ARKG
ARKK
ARKW
BITCOMP
Tags
ARK Invest ETFs
ARKW
Markets
From
Benzinga
Cathie Wood's Ark Invest Sells $5.7M Of Robinhood Shares As Bitcoin Surge Ignites Crypto Market — Buys Stock Of Nvidia Rival AMD
October 14, 2024
Tickers
AMD
ARKF
ARKK
ARKW
Tags
ETFs
News
Cathie Wood
From
Benzinga
Cathie Wood Has Been Piling Into Amazon Stock. Should Investors Follow Suit?
October 13, 2024
Tickers
AMZN
ARKK
Tags
Market News
AMZN
Recent Press Releases
From
Motley Fool
Cathie Wood's Ark Invest Dumps Over $9M In Moderna Stock — Even With Post-COVID Plans On The Table
October 10, 2024
Tickers
ARKG
ARKK
MRNA
NEWS
Tags
Cathie Wood
ARKK
MRNA
From
Benzinga
Cathie Wood's Amazon Bet: From 'Kiss Of Death' To Bold Investment — Is She Right This Time?
October 09, 2024
Tickers
AMZN
ARKK
NEWS
SHOP
Tags
Benzinga
ARK Investment Management
Tech
From
Benzinga
Cathie Wood's Ark Invest Trades: Bets $14M On Amazon Shares — Dumps Robinhood Stock Worth $36M, Embraces Coinbase And Meta
October 08, 2024
Tickers
AMZN
ARKF
ARKK
ARKW
Tags
Coinbase
Amazon
COIN
From
Benzinga
1 Growth ETF I Would Buy Hand Over Fist, and 1 I Would Be Cautious About
October 08, 2024
Tickers
ARKK
VUG
Tags
Market News
VUG
Recent Press Releases
From
Motley Fool
Cathie Wood Predicts Trillion Dollar Revenue Opportunity For Tesla In Autonomous Vehicles: 'Winner-Takes-Most' In AI And Driving Tech
October 07, 2024
Tickers
ARKK
GOOG
GOOGL
META
Tags
OpenAi
Global
ARKK
From
Benzinga
Is Invesco QQQ Trust a Millionaire Maker?
October 04, 2024
Tickers
ARKK
QQQ
Tags
Recent Press Releases
QQQ
ARKK
From
Motley Fool
2 Innovative Cathie Wood Stocks to Buy If You Can Stomach the Risk
September 29, 2024
Tickers
ARKK
NTLA
RXRX
Tags
RXRX
Market News
NTLA
From
Motley Fool
Cathie Wood's Ark Invest Dumps Palantir Shares Amidst S&P 500 Inclusion And Extended AI Alliance
September 25, 2024
Tickers
ARKK
NEWS
PLTR
Tags
News
Shivdeep Dhaliwal
ETFs
From
Benzinga
Cathie Wood Is Selling Roku Stock. Should You?
September 25, 2024
Tickers
ARKK
ARKW
ROKU
Tags
ARKK
Recent Press Releases
ARKW
From
Motley Fool
Cathie Wood's Ark Invest Buys $4.5M Of PayPal And $3.5M Of Pinterest Shares, Sells Own Bitcoin ETF Amid Crypto Surge, And Continues Offloading Palantir
September 23, 2024
Tickers
ARKB
ARKF
ARKK
ARKW
Tags
ARK Invest
ARKK
Cathie Wood
From
Benzinga
Cathie Wood's Ark Invest Continues Dumping Robinhood And Palantir Shares As Interest Rates Fall
September 18, 2024
Tickers
ARKF
ARKK
HOOD
NEWS
Tags
Robinhood
Market News
Robinhood Markets Inc
From
Benzinga
Cathie Wood Is Selling The Trade Desk. Should You?
September 17, 2024
Tickers
ARKK
ARKW
TTD
Tags
Market News
Recent Press Releases
ARKK
From
Motley Fool
Cathie Wood's Monday Maneuvers: Ark Invest Continues To Offload Robinhood And Palantir Shares
September 16, 2024
Tickers
ARKF
ARKK
HOOD
NEWS
Tags
Benzinga
HOOD
Equities
From
Benzinga
< Previous
1
2
3
4
5
6
7
8
9
...
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.