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 Bitwise
Recent news which mentions Bitwise
< Previous
1
2
3
4
5
Next >
Cryptocurrencies: Bitcoin Surges Past $57K
February 28, 2024
Tickers
AETH
ARK
ARKB
BITB
Tags
FBTC
ARK
Bitwise
From
ETF Trends
Bitcoin Could Pilfer Market Share From Gold, Says Expert
February 28, 2024
Tickers
ARK
ARKB
BITB
BITCOMP
Tags
crypto channel
iShares
ARKB
From
ETF Trends
Cryptocurrencies: Bitcoin Breaks $52K for First Time Since December 2021
February 21, 2024
Tickers
AETH
ARK
ARKB
BITB
Tags
Proshares
ARKB
iShares
From
ETF Trends
Cryptocurrencies: Bitcoin Hits Two-Year High
February 14, 2024
Tickers
AETH
ARK
ARKB
BITB
Tags
gbtc
Grayscale
BITB
From
ETF Trends
Wall Street 'Loves Bitcoin,' Says Anthony Pompliano: All-Time High 'Pretty Much Guaranteed'
February 12, 2024
Tickers
BITCOMP
FBTC
IBIT
NEWS
Tags
Markets
Anthony Pompliano
Market News
From
Benzinga
Cryptocurrencies: Bitcoin Hovers Around $43K
February 07, 2024
Tickers
AETH
ARK
ARKB
BITB
Tags
ARK
Bitwise
FBTC
From
ETF Trends
Cryptocurrencies: Bounce-Back Week for Bitcoin
January 31, 2024
Tickers
AETH
ARK
ARKB
BITB
Tags
BITB
EFUT
VanEck
From
ETF Trends
Bitcoin ETF Fee Wars Heat Up: Invesco And Galaxy Asset Management Reduce Fees To Take On Competition
January 29, 2024
Tickers
ARK
BITCOMP
NEWS
USD-BITSTAMP
Tags
benzinga neuro
Benzinga
bitcoin
From
Benzinga
Bull vs. Bear: Should You Invest in Spot Bitcoin ETFs?
January 24, 2024
Tickers
BITB
BITCOMP
BITO
BTCO
Tags
KraneShares
KSET
iShares
From
ETF Trends
Cryptocurrencies: Bitcoin Falls Below $40K
January 24, 2024
Tickers
AETH
ARK
ARKB
BITB
Tags
IBIT
bitcoin
AETH
From
ETF Trends
VIDEO: ETF of the Week: Bitwise Bitcoin ETF (BITB)
January 22, 2024
Tickers
BITB
BITCOMP
USD-BITSTAMP
Tags
Video
Bitwise
crypto channel
From
ETF Trends
ETF of the Week: Bitwise Bitcoin ETF (BITB)
January 18, 2024
Tickers
BITB
BITCOMP
USD-BITSTAMP
Tags
todd rosenbluth
bitcoin
chuck jaffe
From
ETF Trends
Choosing Among Spot Bitcoin ETFs
January 18, 2024
Tickers
BITB
BITCOMP
EZBC
FBTC
Tags
crypto channel
iShares
BNY Mellon
From
ETF Trends
Cryptocurrencies: Bitcoin Price Retreats to $43K
January 17, 2024
Tickers
AETH
ARK
ARKB
BITB
Tags
Grayscale
EFUT
VanEck
From
ETF Trends
ETF Prime: Rosenbluth on the Launch of Spot Bitcoin ETFs & More
January 16, 2024
Tickers
BITB
BITCOMP
CCEF
USD-BITSTAMP
Tags
CCEF
Bitwise
Calamos
From
ETF Trends
Bitwise Lists Spot Bitcoin ETF BITB on the NYSE
January 11, 2024
Tickers
BITB
BITCOMP
USD-BITSTAMP
Tags
bitcoin
nyse
BITB
From
ETF Trends
Cryptocurrencies: Bitcoin Reaches 21-Month High
January 10, 2024
Tickers
AETH
BITCOMP
BITI
BITO
Tags
Bitwise
crypto channel
BITI
From
ETF Trends
SEC's Hacked Tweet On Bitcoin ETFs Causes Massive Trader Losses, Over $220M Liquidated
January 10, 2024
Tickers
BITCOMP
NEWS
SEC
USD-BITSTAMP
Tags
Binance
Markets
Market News
From
Benzinga
Spot Bitcoin ETF Contenders Slash Fees Ahead Of SEC's Decision Day: 'Two Years Worth Of Fee War Condensed Into A Couple Days'
January 09, 2024
Tickers
BITCOMP
SEC
USD-BITSTAMP
Tags
Stories That Matter
bitcoin
Top Stories
From
Benzinga
88% of Advisors Are Waiting For Bitcoin ETF Approval To Buy BTC
January 05, 2024
Tickers
BITCOMP
USD-BITSTAMP
Tags
Spot Bitcoin ETF
Cryptocurrency
$ETH
From
Benzinga
Cryptocurrencies: Bitcoin Finishes 2023 Up 155%
January 03, 2024
Tickers
AETH
BITCOMP
BITI
BITO
Tags
AETH
bitcoin
expert insights
From
ETF Trends
Cryptocurrencies: Bitcoin Drops Below $43K
December 27, 2023
Tickers
AETH
BITCOMP
BITI
BITO
Tags
bitcoin
AETH
VanEck
From
ETF Trends
'Most Interesting Man' Jonathan Goldsmith Stars In Bitwise's Advertisement To Promote Bitcoin ETF Provider
December 19, 2023
Tickers
BITCOMP
USD-BITSTAMP
Tags
bitcoin
Benzinga
Stories That Matter
From
Benzinga
Calamos’ Kaufman, Bitwise’s Hougan Talks Alts
December 14, 2023
Tickers
ALTS
BITQ
CVRT
Tags
convertible ETF
BITQ
Kaufman
From
ETF Trends
Cryptocurrencies: Bitcoin Slips to $41K
December 13, 2023
Tickers
AETH
BITCOMP
BITI
BITO
Tags
Expert Insights
Bitwise
bito
From
ETF Trends
Cryptocurrencies: Bitcoin Soars Above $44K
December 06, 2023
Tickers
AETH
BITCOMP
BITI
BITO
Tags
BITI
Proshares
bito
From
ETF Trends
Grayscale's Ethereum ETF Dreams Deferred As SEC Extends Review
December 05, 2023
Tickers
SEC
Tags
Benzinga
Ethereum Trust ETF
Blockchain Technology
From
Benzinga
BlackRock And Bitwise Update Bitcoin ETF Applications: A Step Closer To SEC Approval?
December 05, 2023
Tickers
BITCOMP
MSTR
USD-BITSTAMP
Tags
bitcoin
Bictoin
Benzinga
From
Benzinga
Disruptive Tech Theme of the Week: Phygital Convergence
December 04, 2023
Tickers
ARVR
BETZ
BJK
BWEB
Tags
Proshares
FMET
Pacer
From
ETF Trends
Bitcoin ETF Approval: Mark Your Calendars For January As SEC Decides Crypto's Fate
December 01, 2023
Tickers
ARK
BITCOMP
BLK
SEC
Tags
SEC
Grayscale
Market News
From
Benzinga
< Previous
1
2
3
4
5
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.