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 Active ETF Channel
Recent news which mentions Active ETF Channel
< Previous
1
2
...
5
6
7
8
9
10
11
12
13
...
20
21
Next >
Active Equities ETF TSPA Beating SPY YTD
July 14, 2023
Tickers
JNJ
LLY
NVDA
SMA
Tags
Active ETF
LLY
NVDA
From
ETF Trends
Understanding Active Capital Appreciation Investing
July 13, 2023
Tickers
TCAF
Tags
Active ETF Channel
PRWCX
active capital appreciation
From
ETF Trends
Investors to Up Active ETF Allocations in ’24, ’25
July 12, 2023
Tickers
NVDA
TCHP
TGRW
Tags
TCHP
TGRW
active ETFs
From
ETF Trends
As Disruptive Investing No Longer Surprises, Actives Benefit
July 07, 2023
Tickers
SHOP
TEQI
TSLA
VWAPY
Tags
TSLA
Shopify
Tesla
From
ETF Trends
So Far in 2023, Active ETFs Top Performance Charts
July 05, 2023
Tickers
NVDA
TCHP
TGRW
Tags
TCHP
logicly
active ETFs
From
ETF Trends
This Week in ETFs: iShares Dives Into Buffer Funds
June 30, 2023
Tickers
ETN
NUSA
PRAY
PSC
Tags
NUSA
ETF closures
Fixed Income
From
ETF Trends
Active ETF Managers Navigate Murky Outlook
June 30, 2023
Tickers
TDVG
TSPA
Tags
recession risk
TSPA
active ETF managers
From
ETF Trends
Recession Risk: Delayed, Not Defeated. Trust Actives
June 23, 2023
Tickers
TEQI
TGRW
Tags
active etfs channel
Inflation
T/ Rowe Price
From
ETF Trends
Active Growth ETF TGRW Doubling Returns of SPY
June 22, 2023
Tickers
NVDA
SPY
TGRW
Tags
T/ Rowe Price
NVDA
tech indicators
From
ETF Trends
Don’t Ignore Global High Yield Amid Advisor Interest
June 22, 2023
Tickers
TOTR
Tags
yields
return
high yield etfs
From
ETF Trends
ETF Prime: Todd Rosenbluth Talks BlackRock’s Proposed Bitcoin ETF, Active ETFs
June 20, 2023
Tickers
BITCOMP
TCAF
USD-BITSTAMP
Tags
Charles Schwab
bitcoin
todd rosenbluth
From
ETF Trends
T. Rowe Launches 5 Active Transparent ETFs
June 15, 2023
Tickers
TCAF
TGRT
TMSL
TOUS
Tags
TMSL
TCAF
T/ Rowe Price
From
ETF Trends
T. Rowe Price’s New ETF, TCAF, Is Worthy of Appreciation
June 15, 2023
Tickers
TCAF
TDVG
Tags
TCAF
TDVG
Active ETF Channel
From
ETF Trends
The Active Dividends ETF Hitting Milestones
June 14, 2023
Tickers
TEQI
Tags
T/ Rowe Price
Active ETF Channel
current income
From
ETF Trends
Trust Active Bond Investing When Seeking Yield
June 13, 2023
Tickers
TAGG
TBUX
Tags
T/ Rowe Price
Fixed Income
TAGG
From
ETF Trends
Active ETFs Can Navigate Inflation Data This Week
June 12, 2023
Tickers
CPI
PPI
TBUX
TDVG
Tags
active ETFs
active ETF investing
Active ETF Channel
From
ETF Trends
Is 2023 The Year of the Active ETF Advisor?
June 09, 2023
Tickers
TAGG
TEQI
Tags
advisors
TEQI
active ETFs
From
ETF Trends
Active ETF Investing Works in High or Low Volatility
June 07, 2023
Tickers
CBOE
TEQI
TSPA
VIX
Tags
T/ Rowe Price
alpha
Volatility
From
ETF Trends
Digging Into Blue Chip Growth ETF TCHP
June 06, 2023
Tickers
TCHP
Tags
dividends
TCHP
blue chip growth ETF
From
ETF Trends
Three Keys to Active ETF Investing in 2023
June 01, 2023
Tickers
TCHP
THYF
Tags
THYF
fixed income etfs
ETF / Exchange Traded Funds
From
ETF Trends
A Debt Deal Has Been Made, But the Debacle Continues
May 31, 2023
Tickers
TCHP
TDVG
TEQI
TGRW
Tags
T/ Rowe Price
TDVG
Active ETF Channel
From
ETF Trends
Even If a Debt Ceiling Deal Is Made, Volatility Could Persist
May 26, 2023
Tickers
TCHP
TDVG
TEQI
TGRW
Tags
T/ Rowe Price
TDVG
Active ETF Channel
From
ETF Trends
Using Active Management to Brace for the Debt Ceiling Fight
May 25, 2023
Tickers
TCHP
TDVG
TEQI
TGRW
Tags
TCHP
TEQI
TGRW
From
ETF Trends
Core Bond ETFs Get New Life With Help From the Fed
May 24, 2023
Tickers
TAGG
Tags
TAGG
Active ETF Channel
T/ Rowe Price
From
ETF Trends
Examining the Importance of Dividend Growth
May 23, 2023
Tickers
TDVG
Tags
T/ Rowe Price
Active ETF Channel
TDVG
From
ETF Trends
Large-Cap Growth ETFs Actively Adding Value
May 22, 2023
Tickers
FGRO
IWD
IWF
SPYG
Tags
IWF
Equity ETFs
active etfs channel
From
ETF Trends
More Institutional Investors Could Use Active Management
May 19, 2023
Tickers
TCHP
TDVG
TEQI
TGRW
Tags
active management
TDVG
TCHP
From
ETF Trends
Stocks Bounce as Investors Expect Debt Ceiling Deal
May 18, 2023
Tickers
TCHP
TDVG
TEQI
TGRW
Tags
T/ Rowe Price
TDVG
Active ETF Channel
From
ETF Trends
How the Debt Ceiling Fight Could Roil Markets
May 17, 2023
Tickers
TCHP
TDVG
TEQI
TGRW
Tags
Active ETF Channel
TSPA
TEQI
From
ETF Trends
Dividend Growth Still an All-Weather Strategy
May 17, 2023
Tickers
TDVG
Tags
Active ETF Channel
T/ Rowe Price
TDVG
From
ETF Trends
< Previous
1
2
...
5
6
7
8
9
10
11
12
13
...
20
21
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.