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 Featured
Recent news which mentions Featured
< Previous
1
2
...
16
17
18
19
20
21
22
23
24
...
32
33
Next >
A New Era for Risk: Managed Risk Strategies
April 18, 2024
Tickers
CVRT
SFLR
Tags
SFLR
exchange
expert insights
From
ETF Trends
Today’s Fixed Income Symposium to Provide Clarity
April 18, 2024
Tags
Featured
Vettafi Symposium
fixed income symposium 2024
From
ETF Trends
MLPs and UBTI: What Advisors Should Know
April 16, 2024
Tickers
MLPS
Tags
IRA
MLPs
401(k)
From
ETF Trends
Get a Handle on Rates at the Fixed Income Symposium
April 15, 2024
Tickers
PYLD
TBUX
Tags
todd rosenbluth
VettaFi Fixed Income Symposium
T/ Rowe Price
From
ETF Trends
Gold ETFs Regain Luster as Gold Hits Record Highs
April 15, 2024
Tickers
GLDM
IAUM
OUNZ
SGOL
Tags
Expert Insights
SGOL
OUNZ
From
ETF Trends
VIDEO: ETF of the Week: Invesco Senior Loan ETF (BKLN)
April 15, 2024
Tickers
BKLN
Tags
todd rosenbluth
Innovative ETFs channel
etf of the week
From
ETF Trends
Renewed Focus on Inflation
April 15, 2024
Tickers
COM
GLDM
LQD
PAVE
Tags
Featured
expert insights
SPIB
From
ETF Trends
Exploring Economic Indicators: Inflation and Consumer Sentiment
April 15, 2024
Tickers
RSP
SPDR
SPY
XLI
Tags
featured
RSP
XLI
From
ETF Trends
Is Your Fixed Income Allocation Up to Par?
April 11, 2024
Tickers
JHCB
JPIE
TAFI
USFR
Tags
WisdomTree
JHCB
John Hancock
From
ETF Trends
An Investor’s Guide to the Tax Advantages of MLP ETFs
April 11, 2024
Tickers
ALPS
AMLP
ENFR
Tags
Tax Deferral
energy infrastructure channel
ENFR
From
ETF Trends
How Much Credit Risk Should You Take On?
April 11, 2024
Tickers
FIXD
GHYB
HYG
MUSI
Tags
MUSI
VCLT
Expert Insights
From
ETF Trends
Obra Capital Launches 2 Structured Product ETFs
April 10, 2024
Tickers
OGSP
OOSP
Tags
OOSP
Featured
nyse
From
ETF Trends
Why Active Fixed Income ETFs Matter
April 10, 2024
Tags
todd rosenbluth
fixed income symposium 2024
active fixed income ETFs
From
ETF Trends
Capturing a Rapid AI Evolution: Q1 THNQ Index Rebalance
April 09, 2024
Tags
artificial intelligence channel
THNQ ETF
featured
From
ETF Trends
ROBO Index Q1 Spotlight: Toyota Industries Optimizes Logistics Automation
April 08, 2024
Tickers
ROBO
Tags
ROBO
disruptive technology channel
Featured
From
ETF Trends
The ETF Flowdown: Q1 2024
April 08, 2024
Tickers
ARKK
DYNF
FBTC
IBIT
Tags
featured
SPY
FBTC
From
ETF Trends
VIDEO: ETF of the Week: Fidelity Limited Term Bond ETF (FLTB)
April 08, 2024
Tickers
FLTB
Tags
expert insights
Featured
Fidelity
From
ETF Trends
Looking to Loan ETFs
April 08, 2024
Tickers
AGG
BKLN
BND
CLOX
Tags
LONZ
Panagram
Invesco
From
ETF Trends
Exploring Economic Indicators: March Employment
April 08, 2024
Tags
Innovative ETFs channel
featured
expert insights
From
ETF Trends
This Week in ETFs: Innovator Adds 3 New ETFs
April 05, 2024
Tickers
AAPR
AAPU
AMZU
APRP
Tags
Featured
MSFU
PBAP
From
ETF Trends
The S&P 500, Dow and Nasdaq Since Their 2000 Highs
April 04, 2024
Tickers
DIA
QQQ
SPY
Tags
spdr etfs
expert insights
QQQ
From
ETF Trends
Active Managers to Help Assess Fed Next Move
April 04, 2024
Tickers
PYLD
TBUX
Tags
TBUX
featured
PYLD
From
ETF Trends
Market Valuation, Inflation and Treasury Yields: March 2024
April 03, 2024
Tickers
XONE
XTEN
Tags
us treasuries & tips fixed income channel
featured
XTEN
From
ETF Trends
Fixed Income Symposium to Provide Clarity, Insight
April 03, 2024
Tags
fixed income symposium
featured
todd rosenbluth
From
ETF Trends
Growing Institutional Adoption of ETFs in 2023
April 03, 2024
Tickers
QVMM
SPTS
SPY
VGSH
Tags
Vanguard
SPTS
Innovative ETFs channel
From
ETF Trends
Permian Gas Fuels Midstream/MLP Investments
April 02, 2024
Tickers
ENB
ENLC
EPD
GAS
Tags
TRGP
PSX
pipelines
From
ETF Trends
New Themes Emerge in 2024
April 01, 2024
Tags
expert insights
macro thoughts
caleb sevian
From
ETF Trends
VIDEO: ETF of the Week: BlackRock U.S. Equity Factor Rotation ETF (DYNF)
April 01, 2024
Tickers
DYNF
Tags
Featured
DYNF
todd rosenbluth
From
ETF Trends
Focusing on Free Cash Flow ETFs
April 01, 2024
Tickers
COWZ
IWB
VFLO
Tags
VFLO
IWB
COWZ
From
ETF Trends
This Week in ETFs: Despite Holiday, 10 New ETFs Debut
March 28, 2024
Tickers
AAA
DALT
DEFI
DKRB
Tags
Subversive
SPY
Invesco
From
ETF Trends
< Previous
1
2
...
16
17
18
19
20
21
22
23
24
...
32
33
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.