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 Investing
Recent news which mentions Active Investing
< Previous
1
2
3
4
Next >
Eye Active ETFs to Ride Potential Rate Cuts
November 27, 2023
Tags
rising rates
Active ETF Channel
Active Investing
From
ETF Trends
Active Growth ETF TCHP a Top 5 Performer YTD
November 24, 2023
Tickers
AAPL
NOW
NVDA
TCHP
Tags
NVDA
top five performers
T/ Rowe Price
From
ETF Trends
T. Rowe Price’s Active ETF Suite Hits $2 Billion AUM
November 22, 2023
Tickers
AUM
TCAF
TCHP
Tags
Active Investing
David Giroux
Active ETF
From
ETF Trends
OpenAI Chaos Underscores Merit of Active Investing
November 22, 2023
Tags
Active Investing
Active ETF Channel
active strategies
From
ETF Trends
Active Growth ETF TGRT Off to Strong Start
November 15, 2023
Tickers
TGRT
Tags
Active ETF Channel
Active Investing
active ETFs 2023
From
ETF Trends
How Active Investing Can Ride End to Fed Hikes
November 14, 2023
Tags
Active ETF Channel
Active Investing
fed
From
ETF Trends
The Proof in the Active Investing Pudding
November 10, 2023
Tickers
TEQI
Tags
actively managed funds
T/ Rowe Price
Active Investing
From
ETF Trends
As Actives Rise, Eye Active Growth ETF LGRO
November 10, 2023
Tickers
ALPS
LGRO
Tags
LGRO
ETF Building Blocks Channel
Active ETF
From
ETF Trends
Eye Active Fundamentals ETF TSPA Ahead of 2024
November 10, 2023
Tickers
TSPA
Tags
Active ETF Channel
Active ETF
Active Investing
From
ETF Trends
Active Growth ETF TCHP Hits $400 Million AUM
November 09, 2023
Tickers
TCHP
Tags
2024
rising rates
Active Investing
From
ETF Trends
Active ETF TCAF Nearing $300 Million
November 03, 2023
Tickers
TCAF
Tags
Giroux
TCAF
Active ETF Channel
From
ETF Trends
Active ETFs Driving ETF Launches Toward Record
October 31, 2023
Tags
T/ Rowe Price
ETF record launches
active ETFs
From
ETF Trends
Capital Appreciation ETF TCAF Seeing Strong Flows
October 19, 2023
Tickers
TCAF
Tags
Active Investing
capital appreciation ETF
Active ETF Channel
From
ETF Trends
Blue Chip Growth ETF TCHP Nears AUM Milestone
October 17, 2023
Tickers
AUM
MSFT
TCHP
Tags
MSFT
Active ETF
Active ETF Channel
From
ETF Trends
Active Investing Can Adapt If Recession Misses
October 16, 2023
Tags
active ETFs
active management
interest rates
From
ETF Trends
The Sleeper Active ETF to Watch Ahead of 2024
October 11, 2023
Tickers
TCAF
Tags
Giroux
TCAF
long term active ETF
From
ETF Trends
Diversify Into Active Foreign Equities With TOUS
October 09, 2023
Tickers
TOUS
Tags
Active Investing
Active ETF Channel
international equities
From
ETF Trends
Hot Jobs Report May Add to Active ETFs Case
October 06, 2023
Tags
active ETFs
jobs report
rate cycle
From
ETF Trends
As Rate Hikes Pinch, Eye Active ETF TSPA
October 04, 2023
Tickers
TSPA
Tags
T/ Rowe Price
TSPA
interest rates
From
ETF Trends
Top 5 Active ETFs Beating Rivals on Fees
October 03, 2023
Tickers
NOW
TCHP
Tags
NOW
active strategies
Active Investing
From
ETF Trends
Wary of Concentration Risk? Time to Think Active
September 22, 2023
Tags
analysis
active equity ETFs
active ETFs
From
ETF Trends
Active Fixed Income ETF RIGS Nears 10th Birthday
September 20, 2023
Tickers
RIGS
Tags
bonds
global fixed income
RIGS
From
ETF Trends
Soft Landing Mirage? Watch Active ETFs
September 18, 2023
Tags
active strategies
Active Investing
Active ETF Channel
From
ETF Trends
Get Active Smid Cap Exposure in TMSL
September 12, 2023
Tickers
TMSL
Tags
TMSL
active ETFs
Mid Caps
From
ETF Trends
As U.S. Stocks Drop on Bad Data, Eye Active ETFs
September 05, 2023
Tags
downturn
active ETFs
factory orders
From
ETF Trends
Three Stocks to Know Active Capital Appreciation ETF TCAF
September 05, 2023
Tickers
DHR
LIN
TCAF
TMO
Tags
Active Investing
Active ETF
Active ETF Channel
From
ETF Trends
This Active Growth ETF Is Sending a Buy Signal
September 01, 2023
Tickers
LLY
MSFT
TGRW
Tags
Active Investing
Active ETF Channel
MSFT
From
ETF Trends
Survey: Active ETFs Eating Into Mutual Funds
August 28, 2023
Tickers
TOTR
Tags
advisor survey
T/ Rowe Price
Mutual Funds
From
ETF Trends
Blue Chip Stocks Push Forward – Watch TCHP
August 28, 2023
Tickers
AAPL
NVDA
TCHP
Tags
AAPL
Blue chip stocks
growth
From
ETF Trends
Exploit Market Inefficiencies for Long Term Gains
August 25, 2023
Tickers
TCAF
Tags
TCAF ETF
Giroux
TCAF
From
ETF Trends
< Previous
1
2
3
4
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.