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 Exchange/traded funds
Recent news which mentions Exchange/traded funds
< Previous
1
2
...
6
7
8
9
10
11
12
13
14
...
22
23
Next >
Bitcoin's Fate Rests On ETF Approval: Will It Lead To An All-Time High Or A Sell-The-News Plunge?
December 07, 2023
Tickers
ASIA
BITCOMP
BTC
SEC
Tags
Cryptocurrency
News
Market News
From
Benzinga
Goldman Sachs is betting on the small cap rally. Here's how.
December 05, 2023
Tags
Meritage Homes Corp
Wall Street
Investment strategy
From
CNBC.com News
There's now a juiced-up way to get 4 times the return of the S&P 500 — but it comes with many risks
December 05, 2023
Tags
Breaking News: Markets
Markets
Wall Street
From
CNBC.com News
Watch now: ETF Edge on trend collision - "active, income" is having a moment
December 04, 2023
Tags
ETF Edge
Investment strategy
US: News
From
CNBC.com News
Crypto execs says the bull run is underway and could lead to $100,000 bitcoin in 2024
December 03, 2023
Tickers
BITCOMP
USD-BITSTAMP
Tags
bitcoin
Software
Cryptocurrency
From
CNBC.com News
'The Psychology of Money' author Morgan Housel gives advice to investors afraid of market downturns
December 03, 2023
Tags
COVID/19
Stock markets
ETF Edge
From
CNBC.com News
Zero-day commodity options have now entered the ETF space
December 01, 2023
Tags
ETF Edge
Breaking News: Markets
Commodity markets
From
CNBC.com News
Watch now: ETF Edge on why change seems to be accelerating but human behavior is not
November 27, 2023
Tags
Investment strategy
ETF Edge
Exchange/traded funds
From
CNBC.com News
Why cautious investors may want to look beyond high-yield savings accounts
November 25, 2023
Tags
Stock fund management
Wall Street
Investment strategy
From
CNBC.com News
Stick with bond funds and cash? ETF experts rethink popular portfolio strategies for 2024
November 24, 2023
Tags
Exchange/traded funds
The Fed
stocks
From
CNBC.com News
This is 'the most attractive feature of an ETF,' advisor says — and it can help cut your tax bill
November 22, 2023
Tags
Tax planning
Personal finance
Financial planning
From
CNBC.com News
Millennials have a gusto for bond ETFs — and that may be bad in the long run
November 22, 2023
Tags
Personal Finance
ETF Strategist
Exchange/traded funds
From
CNBC.com News
Exchange-traded funds 'have come a long way,' advisor says. How to use them in your portfolio
November 20, 2023
Tags
Personal Finance
Mutual Funds
Government taxation and revenue
From
CNBC.com News
Watch now: ETF Edge on "scared money" sticking in cash & bonds despite November stock surge
November 20, 2023
Tags
Investment strategy
ETF Edge
Markets
From
CNBC.com News
Next level up for ETFs are actively managed funds, say money managers
November 19, 2023
Tags
stocks
U/S/ Markets
Markets
From
CNBC.com News
Legendary value investor's firm launches new fund targeting 'quality' stocks
November 18, 2023
Tags
Breaking News: Markets
ETF Edge
Stock markets
From
CNBC.com News
ETFs have been 'a huge growth engine in the fund universe,' expert says. What to know before you invest
November 15, 2023
Tags
Morningstar Inc
Personal finance
Mutual funds
From
CNBC.com News
‘Unusual environment’: ETF experts see rare circumstance for growth vs. value trade
November 15, 2023
Tags
US: News
AI / Artificial Intelligence
stocks
From
CNBC.com News
Spot bitcoin ETF approval by the SEC is approaching, experts say. What that means for investors
November 13, 2023
Tickers
BITCOMP
USD-BITSTAMP
Tags
Breaking News: Investing
Personal finance
Investing
From
CNBC.com News
Watch now: ETF Edge on a legendary value investor launching his first fund... but it's not about value
November 13, 2023
Tags
US: News
Investing
Exchange/traded funds
From
CNBC.com News
Exchange-traded funds are among the top 3 investment products that got more popular from 2020, survey finds
November 13, 2023
Tags
Investment strategy
Personal finance
Breaking News: Investing
From
CNBC.com News
Why these three money managers are betting big on AI ETFs
November 08, 2023
Tags
US: News
AI / Artificial Intelligence
stocks
From
CNBC.com News
Here's how to use exchange-traded funds in 3 popular investing strategies
November 08, 2023
Tags
Financial planners
Exchange/traded funds
Taxes
From
CNBC.com News
Watch now: ETF Edge - dividends, AI & bitcoin kick off November
November 06, 2023
Tickers
BITCOMP
USD-BITSTAMP
Tags
ETF Edge
bitcoin
Investment strategy
From
CNBC.com News
3 big reasons exchange-traded funds went 'mainstream' with investors
November 06, 2023
Tags
Investment strategy
Exchanges
Mutual Funds
From
CNBC.com News
Why BlackRock's Rick Rieder says investors 'underestimate' active fixed income ETFs
November 05, 2023
Tags
US: News
stocks
Markets
From
CNBC.com News
BlackRock's Rick Rieder: Don't underestimate the resilience of the U.S. economy
November 02, 2023
Tags
ETF Edge
Stock markets
US: News
From
CNBC.com News
Vanguard CIO Greg Davis: Fed could hike interest rates two more times
October 31, 2023
Tags
ETF Edge
Monetary policy
Personal investing
From
CNBC.com News
Bitcoin could hit $150,000 by 2025, predicts Bernstein
October 31, 2023
Tickers
BITCOMP
USD-BITSTAMP
Tags
Bitcoin
Exchange/traded funds
Technology
From
CNBC.com News
Watch now: ETF Edge with BlackRock's CIO of Global Fixed Income and head of iShares
October 30, 2023
Tags
Investing
Exchange/traded funds
Markets
From
CNBC.com News
< Previous
1
2
...
6
7
8
9
10
11
12
13
14
...
22
23
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.