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 ETF Building Blocks Channel
Recent news which mentions ETF Building Blocks Channel
< Previous
1
2
3
4
5
6
7
8
9
...
21
22
Next >
The Case for Mid and Small-Cap Stocks Right Now
September 21, 2023
Tickers
OUSM
SMOT
Tags
OUSM
VanEck
equity ETF channel
From
ETF Trends
Active Fixed Income ETF RIGS Nears 10th Birthday
September 20, 2023
Tickers
RIGS
Tags
debt securities
RIGS
active fixed income ETF
From
ETF Trends
International ETF IDOG Seeing Strong Tech Action
September 19, 2023
Tickers
IDOG
Tags
IDOG
international ETF
equal weight sector ETF
From
ETF Trends
Equal Weight ETF EQL Hits Key Buy Signal
September 15, 2023
Tickers
AAPL
ALPS
EQL
NVDA
Tags
equal weight investing
ETF Building Blocks Channel
concentration risk
From
ETF Trends
Eyeing Foreign Equities? Check This ETF Duo First
September 13, 2023
Tickers
ALPS
EDOG
IDOG
Tags
IDOG
ETF Building Blocks Channel
EDOG
From
ETF Trends
Positive Economic News Bolsters OGIG
September 12, 2023
Tickers
ALPS
OGIG
Tags
ALPS
spending
economic news
From
ETF Trends
Getting to Know Three Key Stocks in OUSM
September 11, 2023
Tickers
EHC
GGG
MTN
OUSM
Tags
OUSM
key stocks in OUSM
concentration risk
From
ETF Trends
Overweight Big Tech? Consider SDOG
September 08, 2023
Tickers
SDOG
TECH
Tags
ETF Building Blocks Channel
dividends
Dividend ETF
From
ETF Trends
VettaFi Voices On: The Biggest Threat to the Global Economy
September 08, 2023
Tickers
BSEP
EELV
EEMV
GSFP
Tags
SEPW
expert insights
EEMV
From
ETF Trends
Avoid Concentration Risk With Quality Dividend ETF OUSM
September 07, 2023
Tickers
AAPL
ALPS
LLY
NVDA
Tags
AAPL
quality dividend ETF
dividends
From
ETF Trends
Play Positive Clean Tech Investing News in ACES
September 06, 2023
Tickers
ACES
ALPS
EVS
FSLR
Tags
ACES
ETF Building Blocks Channel
FSLR
From
ETF Trends
Global Internet ETF OGIG Spikes, Sends Buy Signal
September 05, 2023
Tickers
AMZN
MSFT
OGIG
Tags
internet tech firms
ETF Building Blocks Channel
MSFT
From
ETF Trends
Emerging Markets Dividends ETF EDOG Sending Buy Signal
September 01, 2023
Tickers
EDOG
Tags
foreign equities
SS&C ALPS Advisors
EDOG
From
ETF Trends
Eyeing REITs? Watch RDOG’s Dividend Approach
August 30, 2023
Tickers
RDOG
Tags
REITs
RDOG
real estate diversification
From
ETF Trends
No More Rate Hikes? Eye International ETF IDOG
August 25, 2023
Tickers
IDOG
Tags
rate cycle
DXY
IDOG
From
ETF Trends
SS&C ALPS Advisors Launches Active Large-Cap ETF
August 23, 2023
Tickers
ALPS
LGRO
OUSM
SDOG
Tags
SDOG
ALPS
Active ETF
From
ETF Trends
Three Dividend Stocks to Watch in SDOG
August 23, 2023
Tickers
INTC
NWL
PRU
SDOG
Tags
PRU
INTC
equal sector weight ETF
From
ETF Trends
Avoid the “September Effect” in Quality ETF OUSM
August 22, 2023
Tickers
ALPS
OUSM
Tags
quality etf
rising rates
OUSM
From
ETF Trends
Don’t Ignore Clean Energy ETF Potential in ACES
August 21, 2023
Tickers
ACES
EVS
Tags
Inflation Reduction Act
fuel cells
Clean Energy
From
ETF Trends
Pros & Cons of Investing in Japan ETFs in 2023
August 17, 2023
Tickers
BBJP
DFJ
DXJ
EWJ
Tags
Japan ETFs
Core Equity Channel
BBJP
From
ETF Trends
Play Resilient Retail Sales in ETF OGIG
August 17, 2023
Tickers
ALPS
OGIG
Tags
retail sales
consumer goods
ALPS
From
ETF Trends
Q&A With SS&C ALPS Advisors Chief ETF Strategist Paul Baiocchi
August 15, 2023
Tickers
OUSM
Tags
OUSM
rising rates
ETF Building Blocks Channel
From
ETF Trends
Eye DTEC’s Equal-Weight Tech Approach
August 14, 2023
Tickers
AI
ALPS
DTEC
Tags
ALPS
soft landing
AI
From
ETF Trends
The Ripple Effects Of America’s New Credit Rating
August 13, 2023
Tags
ETF Building Blocks Channel
u/s/ global investors
From
ETF Trends
Inflation Cools, Eye Small-Cap Dividend ETF OUSM
August 10, 2023
Tickers
OUSM
Tags
SS&C ALPS Advisors
small/caps
Inflation
From
ETF Trends
3 Firms to Know in Equal Weight ETF BFOR
August 09, 2023
Tickers
BFOR
ELF
NYCB
SMCI
Tags
BFOR
SMCI
SS&C ALPS
From
ETF Trends
Rate Cycle Done? Eye Emerging Markets ETF EDOG
August 07, 2023
Tickers
ALPS
EDOG
Tags
dividends
Emerging Markets
ETF Building Blocks Channel
From
ETF Trends
Consider EQL for Concentration Risk Allocation
August 04, 2023
Tickers
AMZN
EQL
MSFT
NVDA
Tags
EQL
NVDA
SMA
From
ETF Trends
Eye Internet Giants ETF OGIG for Amazon Earnings
August 02, 2023
Tickers
ALPS
AMZN
OGIG
Tags
growth ETF
ETF Building Blocks Channel
OGIG
From
ETF Trends
Disruptive Tech Exposure Is Made Easy With This Diversified ETF
August 01, 2023
Tickers
DTEC
Tags
ETF Building Blocks Channel
DTEC
disruptive
From
ETF Trends
< Previous
1
2
3
4
5
6
7
8
9
...
21
22
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.