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 Investing Channel
Recent news which mentions ETF Investing Channel
< Previous
1
2
Next >
Not All Low Vol Equities Are Created Equal: This ETF Stands Out
August 25, 2025
Tickers
FUTY
Tags
Fidelity
low vol
low vol equities ETF
From
ETF Trends
Midyear Sector Roundup: AI Enthusiasm Drives Returns
August 20, 2025
Tickers
FHLC
FIDU
FTEC
FUTY
Tags
FIDU
FUTY
ETF Investing Channel
From
ETF Trends
This Underrated ETF Category Shouldn’t Be Overlooked
August 19, 2025
Tickers
FENY
FRNW
Tags
Energy ETF
FENY
ETF Investing Channel
From
ETF Trends
Fidelity Manager Granat Talks Options ETFs on VettaFi Symposium
August 18, 2025
Tickers
FBUF
FHEQ
FYEE
Tags
FBUF
Fidelity Investments
2025 Alternatives Symposium
From
ETF Trends
Prices Stay Hot: This Inflation ETF Can Stand Out
August 12, 2025
Tickers
FCPI
Tags
Inflation
ETF Investing Channel
FCPI
From
ETF Trends
Adding a Dividend Fund? Try This ETF First
August 07, 2025
Tickers
FDVV
NVDA
PG
PM
Tags
PM
PG
ETF Investing Channel
From
ETF Trends
Building a Diversified Portfolio With Fidelity ETFs: A Step-by-Step Guide
July 30, 2025
Tickers
FBCG
FCOR
FDEM
FDEV
Tags
Fidelity Investments
FDEM
FSEC
From
ETF Trends
3 ETFs to Harness Small-Cap Rebound Potential in Falling Rates
September 26, 2024
Tickers
FESM
FFSM
FSMD
Tags
interest rate
small/cap ETFs
FSMD
From
ETF Trends
Look to Commercial Real Estate & FPRO Amid Rate Cuts
September 24, 2024
Tickers
FPRO
Tags
ETF Investing Channel
FPRO
Real Estate
From
ETF Trends
FDVV: Not Your Average Dividend ETF
September 19, 2024
Tickers
FDVV
Tags
Fidelity
dividend
FDVV
From
ETF Trends
Considering Multifactor Strategies When Investing in U.S. Equities
September 10, 2024
Tickers
FLRG
FSMD
Tags
FSMD
ETF Investing Channel
FLRG
From
ETF Trends
Navigate Second Half Shocks and Volatility With FDLO
September 06, 2024
Tickers
FDLO
SPY
Tags
Fidelity Investments
FDLO
Fidelity
From
ETF Trends
Fidelity Offers Core Equity Exposure with Active Benefits
August 27, 2024
Tickers
FELC
FELG
FELV
FENI
Tags
FELV
Fidelity Investments
FELG
From
ETF Trends
FQAL Offers Quality, Potential Opportunity in Second Half
August 21, 2024
Tickers
FQAL
Tags
Fidelity
quality
ETF Investing Channel
From
ETF Trends
Why Now May Be an Exciting Time for Active Bond ETFs
August 14, 2024
Tickers
FBND
FCOR
FIGB
FLTB
Tags
FBND
ETF Investing Channel
FLTB
From
ETF Trends
2 Questions to Ask When Investing in Dividend ETFs
August 09, 2024
Tickers
FDRR
FDVV
FIDI
Tags
FDVV
ETF Investing Channel
Dividend ETFs
From
ETF Trends
An Actively Managed, Core Large-Cap ETF for Portfolios
August 08, 2024
Tickers
FFLC
FFLG
FFSM
Tags
Fidelity Investments
ffsm
fflc
From
ETF Trends
3 Funds for Bullish SMID Investors
August 06, 2024
Tickers
FESM
FFSM
FMDE
Tags
ffsm
Fidelity
smid caps
From
ETF Trends
Thematic Investing with Fidelity Passive ETFs
July 30, 2024
Tickers
FCLD
FDHT
FDIG
FDRV
Tags
FMET
FCLD
FDIG
From
ETF Trends
A Second Half Outlook for Bitcoin and Crypto
July 15, 2024
Tickers
BITCOMP
FBTC
USD-BITSTAMP
Tags
ETF Investing Channel
FBTC
bitcoin
From
ETF Trends
Consider FVAL When Adding Value
July 09, 2024
Tickers
FVAL
Tags
value factor
ETF Investing Channel
FVAL
From
ETF Trends
An Advisor’s Guide to Fidelity’s Disruptive ETF Suite
July 02, 2024
Tickers
FBOT
FDCF
FDFF
FDIF
Tags
Fidelity Investments
FDTX
FMED
From
ETF Trends
Fidelity’s Preferred Stock ETF FPFD Crosses 3 Years
June 28, 2024
Tickers
FPFD
Tags
Fidelity Investments
Preferred Stock
fpfd
From
ETF Trends
Why Blue Chips Are Ripe for Growth Investing
June 27, 2024
Tickers
FBCG
Tags
FBCG
growth investing
ETF Investing Channel
From
ETF Trends
Fidelity Sustainable U.S. Equity ETF FSST Beating Benchmark on 3-Year Anniversary
June 25, 2024
Tickers
FSST
Tags
fsst
ETF Investing Channel
sustainability
From
ETF Trends
Fidelity’s Eric Granat on Covered Call Investing in 2024
June 21, 2024
Tickers
FBUF
FHEQ
FYEE
Tags
FYEE
FBUF
FHEQ
From
ETF Trends
3 Options Strategies for Equity Investing
June 14, 2024
Tickers
FBUF
FHEQ
FYEE
Tags
FYEE
FHEQ
Options
From
ETF Trends
An Advisor’s Guide to Fidelity’s Multifactor ETF Suite
June 07, 2024
Tickers
FDEM
FDEV
FLRG
FSMD
Tags
multifactor investing
FDEV
FSMD
From
ETF Trends
Consider Increasing Your Blue Chip Exposure With These 2 ETFs
June 06, 2024
Tickers
FBCG
FBCV
Tags
FBCV
FBCG
ETF Investing Channel
From
ETF Trends
Whichever Direction Rates Move, Consider Looking to Fidelity ETFs
May 30, 2024
Tickers
FBND
FCPI
FDMO
FDRR
Tags
Fidelity Investments
FDRR
FCPI
From
ETF Trends
< Previous
1
2
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.