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home
about us
Investment Approach
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Latest News about EWZ
Recent news which mentions EWZ
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This ETF designed to protect against inflation is attracting inflows as price pressures persist
April 13, 2023
Tickers
AAPL
AGG
AMZN
BIGT
Tags
AGG
PAPR
CPII
From
MarketWatch
Commercial real-estate worries weigh down property ETFs — but a ‘durable’ corner holds up relatively well
March 30, 2023
Tickers
AMT
EQIX
EWZ
HARD
Tags
UNG
AMT
EWZ
From
MarketWatch
Strive is ramping up ETFs as co-founder Vivek Ramaswamy steps away to run for U.S. president
March 09, 2023
Tickers
AAPL
CRM
CVX
DIS
Tags
GDXJ
EWZ
DIS
From
MarketWatch
Elon Musk Calls On Brazilians To 'Resolve Matters Peacefully' After Election Deniers Stormed Capital
January 09, 2023
Tickers
EWZ
TSLA
Tags
Market News
Elon Musk
News
From
Benzinga
Brazil ETFs drop after Bolsonaro supporters storm Brazilian Congress
January 09, 2023
Tickers
BRF
EWZ
EWZS
Tags
EWZS
EWZ
USDBRL
From
MarketWatch
‘We stand with Brazil,’ say Biden, Trudeau and Lopez Obrador after attacks on government buildings
January 09, 2023
Tickers
EWZ
Tags
EWZ
From
MarketWatch
‘We were twice the next competitor’: BlackRock’s iShares dominates fixed-income ETFs flows in 2022
January 05, 2023
Tickers
BIL
BND
CQQQ
EMQQ
Tags
EWZ
USO
KRBN
From
MarketWatch
Slumping U.S. stock market lags these international ETFs as 2022 comes to an end
December 29, 2022
Tickers
ACES
ACWX
ARKK
ASHR
Tags
QCLN
KRBN
EWZ
From
MarketWatch
What the end of the stock market’s ‘FANG-era’ means for ETFs
December 22, 2022
Tickers
AAPL
AMZN
ARKK
BCI
Tags
SPY
ILF
MSFT
From
MarketWatch
Why Engine No. 1 has turned to ‘ex-hedge fund’ talent to expand active ETF lineup
December 15, 2022
Tickers
BABX
CLOU
COMT
DIP
Tags
EWT
COMT
CLOU
From
MarketWatch
The 10 Most Shorted ETFs: Which Sectors Saw Short Interest Increase?
November 22, 2022
Tickers
AGG
DIA
EEM
EFA
Tags
XOP
EFA
SPY
From
Benzinga
Why Are Brazil Stocks PBR, VALE, EWZ in the Spotlight Today?
October 31, 2022
Tickers
EWZ
PBR
VALE
Tags
EWZ
NYSE:PBR,NYSE:VALE,NYSEARCA:EWZ
PBR
From
InvestorPlace
Brazil ETF climbs after Lula wins Brazil’s presidential election
October 31, 2022
Tickers
EWZ
Tags
BR:PETR4
BR:ITUB4
EWZ
From
MarketWatch
The S&P 500 can get to 4,150 before ‘reality sets in,’ says Morgan Stanley’s normally bearish top strategist
October 31, 2022
Tickers
AAPL
AMC
AMZN
APE
Tags
BX:TMUBMUSD10Y
NG00
SBUX
From
MarketWatch
Emerging-markets ETFs are ‘burning investor cash’ as China drags down performance
October 27, 2022
Tickers
ARKG
BLOK
EEM
EMXC
Tags
UK:KWBP
EWZ
XC
From
MarketWatch
ETF investors grapple with ‘manic depressive’ stock market after September flows signaled ‘risk-off bias’
October 06, 2022
Tickers
DBMF
DFNL
DINT
DSMC
Tags
DUSA
VTIP
XOP
From
MarketWatch
Brazil Election Sends EWZ, SBS, VALE, PBR Stocks Soaring Today
October 03, 2022
Tickers
EWZ
PBR
SBS
VALE
Tags
PBR
NYSEARCA:EWZ,NYSE:SBS,NYSE:VALE,NYSE:PBR
EWZ
From
InvestorPlace
Brazil ETF surges after country’s tight presidential election results prompt runoff vote
October 03, 2022
Tickers
EWZ
Tags
BR:ITUB4
BR:PETR4
EWZ
From
MarketWatch
These long-duration bond ETFs have cratered the most from their peaks over past year, sinking below other assets as U.S. dollar soars
September 29, 2022
Tickers
AGG
ARKG
ARKK
BIL
Tags
WCLD
DVYE
GOVZ
From
MarketWatch
This ETF manager’s tactical models are ‘as bearish as they could possibly be’ as markets grapple with a ‘dangerous’ mix of rising rates and high inflation
September 22, 2022
Tickers
ARKF
ARKG
ARKK
ARKW
Tags
SPX
XBI
GMOM
From
MarketWatch
Single-stock ETFs: ‘We’re going to see this entire ETF category absolutely explode’
August 18, 2022
Tickers
AAPL
BPAY
COIN
DFAU
Tags
NKE
PYPL
COIN
From
MarketWatch
Petrobas Shares Higher By 5% As Company Auctions Potassium Mining Rights
August 12, 2022
Tickers
BBD
EWZ
PBR
SPY
Tags
Trading Ideas
UGP
Markets
From
Benzinga
These clean energy ETFs are surging after ‘handily’ beating the S&P 500 over the past three months
July 28, 2022
Tickers
ARKF
ARKW
BUG
COMP
Tags
ICLN
XOP
WCLD
From
MarketWatch
Here’s the ‘defensive twist’ BlackRock recommends for ETF investors in a slowing economy
June 09, 2022
Tickers
AHOY
CMDY
COMT
CXSE
Tags
XSD
PSI
SHV
From
MarketWatch
This Bullish Brazil ETF Is Up Close to 50% YTD
June 09, 2022
Tickers
BRZU
EWZ
Tags
BlackRock
rafferty asset management
Direxion
From
ETF Trends
Latin America ETFs Are Enjoying a Rare Moment in the Limelight
April 05, 2022
Tickers
EWZ
ILF
Tags
EWZ
Brazil
Emerging Markets
From
ETF Trends
Resource-Rich Emerging Market ETFs Are Winning in the Russia-Ukraine War
March 03, 2022
Tickers
ASIA
ECH
EIDO
EPI
Tags
Global X
GXC
Emerging Markets
From
ETF Trends
Brazilian Boom Will Bring StoneCo Stock Back to Life
February 28, 2022
Tickers
ARKK
EWZ
STNE
Tags
STNE
NASDAQ:STNE,NYSEARCA:EWZ,NYSEARCA:ARKK
ARKK
From
InvestorPlace
Brazil ETFs Have Been Rallying on Moderate Lula’s Return
February 25, 2022
Tickers
EWZ
FLBR
Tags
EWZ
Brazil
featured
From
ETF Trends
Watch this ETF if Russia-Ukraine crisis erupts into war, but fund analyst says an even bigger threat for the market is panic in bonds
February 17, 2022
Tickers
COMP
ERUS
EWD
EWZ
Tags
DJIA
HYG
XME
From
MarketWatch
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