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: An ETF Experience
Recent news which mentions Exchange: An ETF Experience
< Previous
1
2
3
4
5
6
7
8
9
...
12
13
Next >
NYSE’s ETF Leaders: Strive’s Anson Frericks
July 24, 2023
Tickers
STXE
Tags
Exchange: An ETF Experience
STXE
expert insights
From
ETF Trends
NYSE’s ETF Leaders: BondBloxx’s Joanna Gallegos
July 21, 2023
Tickers
XB
XHLF
Tags
Video
XHLF
XB
From
ETF Trends
VettaFi Viewpoints: Nadig, NewEdge CIO Dawson on CapEx, Valuations
July 20, 2023
Tags
Capital Expenditures
equity ETF channel
fed
From
ETF Trends
NYSE’s ETF Leaders: ETF Leaders R Cubed Global Capital’s Cliff Remily
July 19, 2023
Tickers
GDVD
Tags
Video
r cubed etfs
expert insights
From
ETF Trends
NYSE’s ETF Leaders: T. Rowe Price’s Tim Coyne
July 17, 2023
Tickers
THYF
Tags
Video
nyse
Tim Coyne
From
ETF Trends
NYSE’s ETF Leaders: Democracy Investments’ Julie Cane
July 14, 2023
Tickers
DMCY
Tags
Democracy Investment Management
Exchange: An ETF Experience
nyse
From
ETF Trends
NYSE’s ETF Leaders: John Hancock’s Steve Deroian
July 12, 2023
Tickers
JHCB
JHDV
JHID
JHMB
Tags
Exchange: An ETF Experience
JHID
JHMB
From
ETF Trends
NYSE’s ETF Leaders: Grayscale Investments’ David LaValle
July 10, 2023
Tickers
BITX
GBTC
Tags
Exchange: An ETF Experience
Grayscale Investments
Volatility Shares
From
ETF Trends
NYSE’s ETF Leaders: IndexIQ’s Sal Bruno
July 07, 2023
Tickers
MNA
QAI
Tags
exchange an etf experience
expert insights
nyse
From
ETF Trends
Meet an Advisor: Charlotte Geletka
July 07, 2023
Tags
expert insights
exchange an etf experience
featured
From
ETF Trends
NYSE’s ETF Leaders: Charles Schwab’s Eliot Bishop
July 05, 2023
Tickers
SCHD
SCHY
SCMB
Tags
Exchange: An ETF Experience
SCHY
SCMB
From
ETF Trends
NYSE’s ETF Leaders: Invesco’s John Feyerer
June 30, 2023
Tickers
SPLV
Tags
Video
Innovative ETFs Channel
John Feyerer
From
ETF Trends
NYSE’s ETF Leaders: Virtus ETF Solutions’ James Jessup
June 28, 2023
Tickers
NFLT
Tags
expert insights
exchange an etf experience
alternatives channel
From
ETF Trends
NYSE’s ETF Leaders: State Street’s Kimberly Russell
June 23, 2023
Tickers
SPY
Tags
Exchange: An ETF Experience
nyse
expert insights
From
ETF Trends
Creating the Industry’s First Black-Owned Billion-Dollar RIA
June 21, 2023
Tags
Anna N'Jie/Konte
RIA
Black/owned RIA
From
ETF Trends
NYSE’s ETF Leaders: Franklin Templeton’s David Mann
June 21, 2023
Tickers
FLMB
FLMI
Tags
Video
David Mann
expert insights
From
ETF Trends
NYSE’s ETF Leaders: Fidelity’s Greg Friedman
June 16, 2023
Tickers
FTBD
Tags
Greg Friedman
exchange an etf experience
expert insights
From
ETF Trends
NYSE’s ETF Leaders: Amplify ETFs’ Christian Magoon
June 14, 2023
Tickers
IDVO
YYY
Tags
expert insights
exchange an etf experience
nyse
From
ETF Trends
NYSE’s ETF Leaders: KraneShares’ Luke Oliver
June 12, 2023
Tickers
KCCA
KEUA
KRBN
Tags
KRBN
Luke Oliver
Exchange: An ETF Experience
From
ETF Trends
NYSE’s ETF Leaders: Columbia Threadneedle’s Mark Zeitoun
June 09, 2023
Tickers
RECS
Tags
expert insights
exchange an etf experience
nyse
From
ETF Trends
VettaFi Viewpoints: Dave Nadig Talks Advisors, Wellness With Dr. Pearlman
June 07, 2023
Tags
Exchange: An ETF Experience
exchange an etf experience
Clients
From
ETF Trends
NYSE’s ETF Leaders: First Trust Advisors’ Ryan Issakainen
June 07, 2023
Tickers
FVD
Tags
expert insights
exchange an etf experience
nyse
From
ETF Trends
Meet David Garff: A Tale of Building Two Conferences
June 06, 2023
Tags
Exchange: An ETF Experience
Exchange Advisor Council
David Garff
From
ETF Trends
NYSE’s ETF Leaders: Innovator ETFs’ Trevor Terrell
June 05, 2023
Tags
exchange an etf experience
expert insights
Innovator ETFs
From
ETF Trends
NYSE’s ETF Leaders: Northern Trust’s Michael Natale
June 02, 2023
Tickers
GUNR
HYGV
Tags
exchange an etf experience
expert insights
hygv
From
ETF Trends
Exchange Opens Registration to Advisors
June 01, 2023
Tags
exchange 2024 announcement
financial advisors
Exchange: An ETF Experience
From
ETF Trends
NYSE’s ETF Leaders: AllianzIM’s Johan Grahn
May 31, 2023
Tags
Video
Exchange: An ETF Experience
Johan Grahn
From
ETF Trends
NYSE’s ETF Leaders: Matthews Asia’s David Dali
May 26, 2023
Tickers
MCH
MEM
MEMX
MINV
Tags
MCH
nyse
expert insights
From
ETF Trends
Meet a Strategist: Astor Investment’s Bryan Novak at Exchange
May 26, 2023
Tags
Video
Astor Investment Management
Exchange: An ETF Experience
From
ETF Trends
NYSE’s ETF Leaders: PIMCO’s David Braun
May 24, 2023
Tickers
BOND
Tags
nyse
exchange an etf experience
expert insights
From
ETF Trends
< Previous
1
2
3
4
5
6
7
8
9
...
12
13
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.