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 Alerian
Recent news which mentions Alerian
< Previous
1
2
3
4
5
6
7
8
9
10
Next >
Vacation Reading: A Look at July’s Most Popular ETF Content
August 11, 2025
Tickers
AMLP
CSHI
FHEQ
NEOS
Tags
Invesco
Alerian
todd rosenbluth
From
ETF Trends
Midstream Is Resilient as Oil Prices Fall
September 13, 2024
Tickers
AMLP
ENFR
Tags
SS&C ALPS Advisors
VettaFi
ENFR
From
ETF Trends
VettaFi Is Finalist for 4 ETF Awards
September 03, 2024
Tickers
ALPS
AMLP
IBUY
QGRO
Tags
VFLO
Alerian
ROBO Global
From
ETF Trends
Highlights From the Midyear Market Outlook Symposium
June 28, 2024
Tickers
AIQ
BBBS
DIVO
ENFR
Tags
DIVO
midyear market outlook symposium 2024
ROBO
From
ETF Trends
Energy Transition Could Support This ETF
June 24, 2024
Tickers
ALPS
ENFR
Tags
SS&C
Alerian
ENFR
From
ETF Trends
Long-Term Bitcoin Forecasts Remain Bullish
June 24, 2024
Tickers
BITCOMP
BITQ
BLKC
DAPP
Tags
sato
BITQ
Bitwise
From
ETF Trends
Why Midstream Belongs in Your Income Portfolio
June 21, 2024
Tickers
AMLP
ENFR
Tags
midstream
AMZI
AMLP
From
ETF Trends
ETF Prime: Stacey Morris on Energy Sector Performance and More
June 18, 2024
Tickers
AMLP
ENFR
Tags
AMEI
Podcasts
expert insights
From
ETF Trends
Midstream an Overlooked Beneficiary of the AI Boom
June 13, 2024
Tickers
AI
AMLP
Tags
ALPs SS&C
Alerian
energy infrastructure channel
From
ETF Trends
Where to Turn for Stability in Energy Sector
June 10, 2024
Tickers
AMLP
COWZ
HDV
MLPA
Tags
VFLO
Global X
VictoryShares
From
ETF Trends
ETFs, CEFs & More: MLP Investment Products Evolve
May 28, 2024
Tickers
AMJ
AMJB
AMLP
CEFS
Tags
Expert Insights
leverage
Mutual Funds
From
ETF Trends
1Q24: MLPs Beat Analyst Expectations and Raise Guidance
May 20, 2024
Tickers
AMLP
Tags
ALPS ETFs
Alerian
energy infrastructure channel
From
ETF Trends
For Midstream, It Pays to Have Natural Gas Storage
May 17, 2024
Tickers
ENFR
ET
GAS
KMI
Tags
midstream
energy infrastructure channel
natgas
From
ETF Trends
An Investor’s Guide to the Tax Advantages of MLP ETFs
April 11, 2024
Tickers
ALPS
AMLP
ENFR
Tags
Tax Deferral
Featured
AMLP
From
ETF Trends
Newcomer Westwood Rolls Out Midstream MLP ETF
April 09, 2024
Tickers
AMLP
MDST
Tags
MDST
Alerian
New ETFs
From
ETF Trends
Tap Into Canadian Energy Growth
April 03, 2024
Tickers
ENFR
Tags
energy infrastructure channel
ENFR
Alerian
From
ETF Trends
Record U.S. Propane Exports Highlight Growing Demand
March 20, 2024
Tickers
AMLP
Tags
Petroleum
energy infrastructure channel
Alerian
From
ETF Trends
This Midstream Energy ETF Presents an Alluring Income Option
February 14, 2024
Tickers
AMLP
Tags
Alerian
AMLP
ETF Building Blocks Channel
From
ETF Trends
Exchange: Are You as Smart as an ETF Nerd?
February 12, 2024
Tickers
AMLP
BKAG
HYG
IAUM
Tags
VGT
BNY Mellon
iShares
From
ETF Trends
4 Trends to Watch for in 2024
January 05, 2024
Tickers
DAPP
DRIV
LUX
POWA
Tags
crypto channel
DAPP
powa
From
ETF Trends
Plains All American on Oil Demand Longevity
November 09, 2023
Tickers
AMLP
ENFR
Tags
VettaFi
Plains
SS&C ALPS Advisors
From
ETF Trends
VettaFi Voices On: 2023’s Record Crop of New ETFs
November 03, 2023
Tickers
BALI
BETH
BIL
BILZ
Tags
Roundhill
JEPI
cvrt
From
ETF Trends
VettaFi Voices On: 2023’s Record Crop of New ETFs
November 03, 2023
Tickers
BALI
BETH
BIL
BILZ
Tags
evhy
LZRD
free cash flow channel
From
ETF Trends
MLPs on Track for 3rd Consecutive Year of Outperformance
November 02, 2023
Tickers
AMLP
Tags
AMLP
VettaFi
SS&C ALPS Advisors
From
ETF Trends
Several Midstream Companies Grow Q3 Dividends
October 31, 2023
Tickers
AMLP
ENFR
MLPB
Tags
energy infrastructure channel
Alerian
ENFR
From
ETF Trends
Smooth Out Volatile Energy Investing With This Midstream ETF
October 31, 2023
Tickers
ENFR
Tags
ENFR
Alerian
ETF Building Blocks Channel
From
ETF Trends
READ: What Makes That Ticker Tick: Stacey Morris and AMZI
October 18, 2023
Tickers
AMLP
MLPB
Tags
Video
Jon Fee
stacey morris
From
ETF Trends
What Makes That Ticker Tick: Stacey Morris and AMZI
October 16, 2023
Tickers
AMLP
MLPB
Tags
etracs
stacey morris
AMZI
From
ETF Trends
ETFs of CEFs: Diversification and Higher Distributions
October 12, 2023
Tickers
AMLP
CEFS
PCEF
XMPT
Tags
Alerian
Closed End Funds
PCEF
From
ETF Trends
ExxonMobil to Buy Permian Producer Pioneer for $60 Billion
October 11, 2023
Tags
energy infrastructure channel
SS&C ALPS Advisors
VettaFi
From
ETF Trends
< Previous
1
2
3
4
5
6
7
8
9
10
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.