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 Current Affairs
Recent news which mentions Current Affairs
< Previous
1
2
...
14
15
16
17
18
19
20
21
22
...
27
28
Next >
Four ETF Strategies to Diversify in Today’s Market Environment
November 16, 2021
Tickers
ALTL
PSCX
PSFD
PSFF
Tags
QDPL
PSMD
ALTL
From
ETF Trends
Differentiate Your S&P 500 Exposure: Manage Risk, Rotate Factors, Maximize Dividends & Buffer the Downside
November 15, 2021
Tickers
PSCQ
PSCX
PSFD
PSFF
Tags
PSFO
Webcasts
PSCX
From
ETF Trends
Surging Inflation Helps Precious Metals ETFs Shine
November 15, 2021
Tickers
GOLD
PHYS
PSLV
SILVER
Tags
Commodity ETFs
Silver
gold & silver investing channel
From
ETF Trends
A Moneyball ETF Approach That Avoids Market Losers
November 15, 2021
Tickers
AVDG
AVDR
Tags
Current Affairs
Webcasts
ETF 101
From
ETF Trends
U.S. Stock ETFs Wobble as Rising Yields Weigh on Tech
November 15, 2021
Tickers
RSP
Tags
Portfolio Strategies channel
Invesco
Current Affairs
From
ETF Trends
U.S. Stock ETFs Continue to Shake Off Inflation Concerns
November 12, 2021
Tickers
RSP
Tags
S&P 500
RSP
Invesco
From
ETF Trends
Picking Winners Is a Losing Game: Lessons Learned From Moneyball
November 12, 2021
Tickers
AVDG
AVDR
Tags
Current Affairs
new age alpha
Webcasts
From
ETF Trends
An Active ETF Strategy That Hones In on Deep Value Opportunities
November 12, 2021
Tickers
EOPS
Tags
Emles Advisors
Actively Managed ETFs
Webcasts
From
ETF Trends
MLP ETFs vs ETNs
November 11, 2021
Tickers
MLPS
Tags
MLPs
ETNs
ETF 101
From
ETF Trends
Growth ETFs Rebound as Investors Look Past Inflation
November 11, 2021
Tickers
FDG
QGRO
Tags
FDG
Current Affairs
QGRO
From
ETF Trends
Active Bond ETFs to Better Navigate the Fixed Income Markets
November 11, 2021
Tickers
TAGG
TBUX
TOTR
Tags
TOTR
Bond ETFs
TBUX
From
ETF Trends
Navigating Fixed Income Markets: Market Update and Outlook
November 10, 2021
Tickers
TAGG
TBUX
TOTR
Tags
Current Affairs
Webcasts
ETF 101
From
ETF Trends
How the Energy Infrastructure Sector Works
November 10, 2021
Tags
Current Affairs
Alerian
energy infrastructure channel
From
ETF Trends
An ETF to Access the Backbone of the Crypto Phenomenon
November 10, 2021
Tickers
BLOK
Tags
Actively Managed ETFs
Webcasts
ETF 101
From
ETF Trends
Investing in Blockchain: The Foundational Tech Behind Bitcoin
November 09, 2021
Tickers
BITCOMP
BLOK
USD-BITSTAMP
USD-COINBASE
Tags
cryptocurrencies
Current Affairs
ETF 101
From
ETF Trends
Alternative Income Strategies for a Challenging Market Environment
November 09, 2021
Tickers
SPDR
Tags
Webcasts
ETF 101
Current Affairs
From
ETF Trends
How to Future-Proof Your Fixed Income Allocation
November 08, 2021
Tickers
CWB
JNK
SPDR
SPHY
Tags
esg channel
CWB
Current Affairs
From
ETF Trends
Value ETFs Strengthen as Infrastructure Bill Lifts Cyclical Sectors
November 08, 2021
Tickers
AVUV
FLV
VALQ
Tags
core strategies channel
AVUV
FLV
From
ETF Trends
How Investing in MLPs, Energy Infrastructure Works
November 05, 2021
Tags
energy infrastructure channel
Alerian
Current Affairs
From
ETF Trends
Travel, Leisure ETFs Rally on Airbnb, Expedia Q3 Beat
November 05, 2021
Tickers
AWAY
PEJ
Tags
Leisure & Entertainment
travel
AWAY
From
ETF Trends
Pfizer’s COVID-19 Pill Has Mixed Results for Healthcare ETFs
November 05, 2021
Tickers
BBH
IBB
IHE
Tags
Pharmaceuticals
Innovative ETFs channel
BlackRock
From
ETF Trends
Strong Jobs Report Helps U.S. Stock ETFs Extend Gains
November 05, 2021
Tickers
RSP
Tags
Current Affairs
Invesco
Portfolio Strategies channel
From
ETF Trends
Understanding Geopolitical Risks and How They Relate to Your Portfolio Management in 2022
November 03, 2021
Tags
Afghanistan
geopolitical
China trade war
From
ETF Trends
Geopolitical Risks That Could Potentially Impact Portfolios In 2022
November 02, 2021
Tickers
HFXI
IQIN
Tags
Global ETFs
HFXI
Current Affairs
From
ETF Trends
Telecom ETFs Jump After Arista’s Q3 Announcement
November 02, 2021
Tickers
IGN
IYZ
SPDR
XTL
Tags
BlackRock
XTL
Telecommunications
From
ETF Trends
Strong Q3 Earnings Keep Growth Stock ETFs Going
November 02, 2021
Tickers
FDG
QGRO
Tags
American Century Investments
core strategies channel
Current Affairs
From
ETF Trends
ETFs to Track the Changing Faces of Innovation Over Time
November 02, 2021
Tickers
QQJG
QQMG
QQQJ
Tags
Innovative ETFs Channel
Indexing
QQJG
From
ETF Trends
Beyond Tech: How Innovation Is Changing the World
November 01, 2021
Tickers
QQJG
QQMG
QQQJ
QQQM
Tags
Innovative ETFs Channel
QQQM
QQJG
From
ETF Trends
Energy ETFs Advance on Demand Outlook, Supply Constraints
November 01, 2021
Tickers
AMJ
AMLP
BNO
MLPS
Tags
ETNs
us commodity funds
state street global advisors
From
ETF Trends
U.S. Stock ETFs Strengthen as Traders Wait on Fed
November 01, 2021
Tickers
RSP
Tags
Current Affairs
Portfolio Strategies channel
Invesco
From
ETF Trends
< Previous
1
2
...
14
15
16
17
18
19
20
21
22
...
27
28
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.