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 Edge
Recent news which mentions ETF Edge
< Previous
1
2
...
12
13
14
15
16
17
18
19
Next >
Three catalysts are driving 'off the charts' inflows into ETFs this year, Schwab says
November 26, 2021
Tags
Charles Schwab Corp
Exchange/traded funds
Alphabet Class A
From
CNBC.com News
Schwab launches its first ESG ETF. Firm's head of strategy on what sets it apart from the pack
November 23, 2021
Tags
Investment strategy
Investing
Workplace diversity
From
CNBC.com News
ETF Edge: Tom Lydon Talks Record Inflows & ESG
November 22, 2021
Tickers
ESG
SAEF
Tags
SAEF
Schwab Asset Management
ESG
From
ETF Trends
Watch now: ETF Edge on bitcoin ETF pitfalls, Schwab's first ESG ETF and November trends
November 22, 2021
Tickers
BITCOMP
USD-BITSTAMP
USD-COINBASE
Tags
US: News
Investing
Exchange/traded funds
From
CNBC.com News
Invesco's head of ETFs on why her firm launched sustainable versions of its popular tech funds
November 17, 2021
Tags
Catastrophe
ETF Edge
Sustainable Energy
From
CNBC.com News
Pure-play bitcoin ETF unlikely to win approval until 2022 or later, two market analysts say
November 16, 2021
Tickers
BITCOMP
USD-BITSTAMP
USD-COINBASE
Tags
U/S/ Markets
Fraud and false statements
Markets
From
CNBC.com News
ETF Edge: Dave Nadig On The Bitcoin ETF Outlook
November 15, 2021
Tickers
BITCOMP
BITO
BTF
USD-BITSTAMP
Tags
Bitcoin ETF
ETF Edge
bito
From
ETF Trends
Watch now: ETF Edge on the bitcoin ETF bust and hedging against inflation spikes
November 15, 2021
Tickers
BITCOMP
USD-BITSTAMP
USD-COINBASE
Tags
US: News
Exchange/traded funds
Investing
From
CNBC.com News
Gold is set to rally the coming months, two experts say. The key level they're watching
November 13, 2021
Tickers
GOLD
Tags
Precious metals industry
Stock markets
ETF Edge
From
CNBC.com News
Cannabis stocks take off on legalization hopes. One investor sees potential for more upside
November 11, 2021
Tags
Investment strategy
Marijuana
Investing
From
CNBC.com News
Bitcoin vs. gold: Two leading authorities on the precious metal unpack the inflation hedge battle
November 09, 2021
Tickers
BITCOMP
GOLD
USD-BITSTAMP
USD-COINBASE
Tags
U/S/ Markets
Markets
Precious metal markets
From
CNBC.com News
Watch now: ETF Edge on gold vs. bitcoin and potential gold ETFs on the horizon
November 08, 2021
Tickers
BITCOMP
USD-BITSTAMP
USD-COINBASE
Tags
Markets
Investing
Exchange/traded funds
From
CNBC.com News
Active bond funds tend to beat stock-based peers. One top manager on strategy and interest rate outlook
November 06, 2021
Tags
Exchange/traded funds
US: News
The Fed
From
CNBC.com News
‘Their own worst enemies’: Why active managers struggle to outperform, according to Morningstar
November 03, 2021
Tags
US: News
stocks
U/S/ Markets
From
CNBC.com News
Watch now: ETF Edge on the active-passive divide with an outperforming manager
November 01, 2021
Tags
ETF Edge
Investment strategy
US: News
From
CNBC.com News
This $20 trillion corner of investing could drive the lion's share of crypto ETF demand, CEO says
October 30, 2021
Tags
Cryptocurrency
ETF Edge
Stock markets
From
CNBC.com News
Spot bitcoin ETF unlikely to arrive until at least mid-2022, Valkyrie Funds CIO says
October 28, 2021
Tickers
BITCOMP
USD-BITSTAMP
USD-COINBASE
Tags
Investing
Markets
U/S/ Markets
From
CNBC.com News
CIO behind second bitcoin futures ETF addresses concerns around tracking error
October 26, 2021
Tickers
BITCOMP
USD-BITSTAMP
USD-COINBASE
Tags
Stock markets
ETF Edge
Cryptocurrency
From
CNBC.com News
ETF Edge: Tom Lydon Talks Bitcoin Strategy Funds
October 25, 2021
Tickers
BITCOMP
BITO
BTF
USD-BITSTAMP
Tags
Bitcoin ETF
crypto channel
bitcoin
From
ETF Trends
Watch now: ETF Edge on the state of bitcoin ETFs and who might be next to launch
October 25, 2021
Tickers
BITCOMP
USD-BITSTAMP
USD-COINBASE
Tags
Investment strategy
bitcoin
ETF Edge
From
CNBC.com News
Stock picking is as popular as ever despite indexing's proven success — 'Trillions' author on what's driving it
October 21, 2021
Tags
Investment strategy
Stock indices and averages
Morningstar Inc
From
CNBC.com News
First U.S. bitcoin futures ETF launches. Strategist behind it on what's next
October 19, 2021
Tickers
BITCOMP
USD-BITSTAMP
USD-COINBASE
Tags
Stock markets
Grayscale Bitcoin Trust (BTC)
Cryptocurrency
From
CNBC.com News
Watch now: ETF Edge on the first-ever U.S. bitcoin ETF and the 'index fund supernova'
October 18, 2021
Tickers
BITCOMP
USD-BITSTAMP
USD-COINBASE
Tags
US: News
Markets
Investing
From
CNBC.com News
Many of 2021's record ETF launches are ESG-related, but it may not move the needle enough, CEO warns
October 16, 2021
Tags
Investing
Energy and the environment
Investment strategy
From
CNBC.com News
Bitcoin futures ETF approval likely to be delayed until 2022, market analyst says
October 12, 2021
Tickers
BITCOMP
USD-BITSTAMP
USD-COINBASE
Tags
Cryptocurrency exchanges
bitcoin
Investment strategy
From
CNBC.com News
Watch now: ETF Edge on a new kind of ESG ETF, a bitcoin breakthrough and fixed income on fire
October 11, 2021
Tickers
BITCOMP
USD-BITSTAMP
USD-COINBASE
Tags
Markets
Investing
Exchange/traded funds
From
CNBC.com News
Stick to broad commodities exposure amid China's power crunch, market analyst says
October 09, 2021
Tags
Commodity exchanges
Exchange/traded funds
Stock and commodity exchanges
From
CNBC.com News
Historically volatile October could spark more inflows into ETFs, market analyst says
October 05, 2021
Tags
Investment strategy
Stock markets
ETF Edge
From
CNBC.com News
ETF Edge: Dave Nadig Justifies Continued Inflows
October 04, 2021
Tags
Video
ETF inflows
Expert Insights
From
ETF Trends
Watch now: ETF Edge on the most volatile month of the year and China's commodity crunch
October 04, 2021
Tags
Investment strategy
ETF Edge
Investing
From
CNBC.com News
< Previous
1
2
...
12
13
14
15
16
17
18
19
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.