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 FBCG
Recent news which mentions FBCG
Building a Diversified Portfolio With Fidelity ETFs: A Step-by-Step Guide
July 30, 2025
Tickers
FBCG
FCOR
FDEM
FDEV
Tags
FENI
FBCG
FTEC
From
ETF Trends
3 High Beta ETFs To Consider As Wall Street Welcomes Court Ruling On Tariffs, Tech Rebound
May 29, 2025
Tickers
AAPL
AMZN
FBCG
MSFT
Tags
Top Stories
SSO
NVDA
From
Benzinga
ETF Investors Await Nvidia EPS
August 28, 2024
Tickers
BGRO
FBCG
FDG
FTEC
Tags
NUGO
TCHP
FTEC
From
ETF Trends
Why Blue Chips Are Ripe for Growth Investing
June 27, 2024
Tickers
FBCG
Tags
ETF Investing Channel
growth investing
FBCG
From
ETF Trends
3 Blue-Chip Stocks to Buy on the Dip: June 2024
June 26, 2024
Tickers
AXP
FBCG
HSY
PFE
Tags
HSY
NYSE:PFE,NYSE:AXP,NYSE:HSY,NYSEMKT:FBCG
Market News
From
InvestorPlace
Consider Increasing Your Blue Chip Exposure With These 2 ETFs
June 06, 2024
Tickers
FBCG
FBCV
Tags
Blue chip ETFs
Fidelity Investments
FBCG
From
ETF Trends
The 3 Best Blue-Chip Stocks to Buy in May 2024
May 10, 2024
Tickers
AAPL
BUD
FBCG
TM
Tags
NASDAQ:AAPL,NYSE:BUD,NYSE:TM,NYSEMKT:FBCG
TM
BUD
From
InvestorPlace
Put $5,000 in These 7 Blue-Chip Stocks Today
April 22, 2024
Tickers
AAPL
AMZN
AVGO
BJ
Tags
FBCG
DG
NVDA
From
InvestorPlace
Consider This Active Equity ETF for Your Portfolio
April 18, 2024
Tickers
FBCG
FELC
Tags
portfolio allocations
Fidelity
active ETFs
From
ETF Trends
Looking at Growth Investing? Consider These ETFs to Start
April 09, 2024
Tickers
FBCG
FELG
FFLG
Tags
fflg
Fidelity
growth investing
From
ETF Trends
The Rise of Active Bond ETFs
February 05, 2024
Tickers
FBCG
FBND
Tags
FBND
Ford O'Neil
FBCG
From
ETF Trends
Blue Chip ETFs: After a Great 2023, Now What?
February 02, 2024
Tickers
FBCG
Tags
ETF Investing Channel
FBCG
Blue chip ETFs
From
ETF Trends
Fidelity Investments Climbs the Active ETF Ranks
January 22, 2024
Tickers
FBCG
FBND
Tags
Fidelity Investments
FBCG
FBND
From
ETF Trends
If You Can Only Buy One Blue-Chip Stock in January, It Better Be One of These 7 Names
January 15, 2024
Tickers
AAPL
AMZN
BJ
CVS
Tags
NVDA
DG
FBCG
From
InvestorPlace
Blue Chip Growth ETF FBCG Among Top Five Active ETFs YTD
January 09, 2024
Tickers
FBCG
Tags
blue chip growth ETF
Fidelity Investments
blue chip investing
From
ETF Trends
Forget The Magnificent 7: Did Anyone Back These 1,000% Gainers In 2023?
December 28, 2023
Tickers
AAOI
AMZN
BITF
BTBT
Tags
BCHC
Specialty ETFs
Market News
From
Benzinga
VettaFi Voices On: The Biggest Story of 2023
December 15, 2023
Tickers
AIQ
ARKK
BIL
BILD
Tags
AIQ
SPHQ
DAPP
From
ETF Trends
READ: ETF of the Week: Know What’s Under The Hood
December 06, 2023
Tickers
ALPS
BCI
BOND
DIVO
Tags
VTV
ALPS
EFA
From
ETF Trends
3 Years in, Semitransparent Active ETFs Exhibit Strong Performance
October 16, 2023
Tickers
FBCG
FMAG
IVW
SPY
Tags
FBCG
ETF Investing Channel
semitransparent
From
ETF Trends
Bull vs Bear: Are the Best Equity Opportunities in SMIDcaps?
September 27, 2023
Tickers
FBCG
MGC
SDVY
SMOT
Tags
beyond basic beta channel
VanEck
SMOT
From
ETF Trends
Looking to Large-Caps: Where Do We Grow From Here?
September 21, 2023
Tickers
FBCG
MOAT
Tags
FBCG
tom lydon
Thematic Investing Channel
From
ETF Trends
Ride Growth Stocks’ Return Potential in Blue Chip ETF FBCG
September 20, 2023
Tickers
FBCG
Tags
ETF Investing Channel
FBCG
Fidelity
From
ETF Trends
VettaFi Voices On: Choosing Your Wrapper
September 15, 2023
Tickers
BNGE
DFAS
DFUS
DRIV
Tags
core strategies channel
ETFs vs Mutual Funds
FBCG
From
ETF Trends
Successful Active Equity ETF Managers to Answer Questions
September 15, 2023
Tickers
FBCG
GABF
GDOC
IWF
Tags
expert insights
featured
Active Equity
From
ETF Trends
Equity Symposium Set to Cast a Wide Net
September 13, 2023
Tickers
FBCG
GDOC
MOAT
WINN
Tags
Coulter Regal
beyond basic beta channel
Featured
From
ETF Trends
Fidelity Poised to Be a Active ETF Leader
July 05, 2023
Tickers
AGG
FBCG
FBND
FDLO
Tags
FTEC
FDTX
expert insights
From
ETF Trends
Fidelity Converts Six Funds to Thematic ETFs
June 12, 2023
Tickers
FBCG
FBND
FBOT
FDCF
Tags
FBCG
thematic investing
FDIF
From
ETF Trends
3 of the Hottest ETFs to Buy in May 2023
May 03, 2023
Tickers
AAPL
DHI
FBCG
FBCV
Tags
FBCG
NVR
MSFT
From
InvestorPlace
3 Blue-Chip Stocks to Buy for Stability and Safety
March 27, 2023
Tickers
AAPL
AMC
BRK-B
CMCSA
Tags
Stocks to Buy
JNJ
Market News
From
InvestorPlace
7 Blue-Chip Stocks to Buy for Safety in This Volatile Market
September 17, 2022
Tickers
AAPL
BRK-B
COST
FBCG
Tags
Stocks to Buy
Market News
AAPL
From
InvestorPlace
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.