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
...
26
27
28
29
30
31
32
33
Next >
Consumer Discretionary vs. Staples: What ETFs Can Tell Us
October 26, 2023
Tickers
RSPD
RSPS
XLP
XLY
Tags
XLY
Innovative ETFs channel
expert insights
From
ETF Trends
New Home Sales Jump to Fastest Pace Since February 2022
October 25, 2023
Tickers
ITB
PKB
REZ
XHB
Tags
Innovative ETFs channel
Featured
Invesco
From
ETF Trends
Cryptocurrencies: Bitcoin’s Price Doubles in 2023
October 25, 2023
Tickers
BITCOMP
BITI
BITO
USD-BITSTAMP
Tags
Expert Insights
crypto channel
BITI
From
ETF Trends
Chart of the Week: Reducing Emerging Markets Risks
October 25, 2023
Tickers
EELV
EEMV
EMXC
FRDM
Tags
KraneShares
iShares
FRDM
From
ETF Trends
YieldMax Boosts Fund Suite With MRNA Option Income Strategy ETF
October 24, 2023
Tickers
MRNA
MRNY
Tags
New ETFs
featured
ZEGA Financial
From
ETF Trends
READ: The Future of Finance
October 24, 2023
Tags
Exchange: An ETF Experience
exchange
Featured
From
ETF Trends
Recession or Resilience? Analyzing Recent Economic Indicators
October 23, 2023
Tickers
XLI
XLY
XRT
Tags
XLY
Innovative ETFs channel
Featured
From
ETF Trends
Is Fixed Income ETF Sentiment Shifting?
October 23, 2023
Tickers
BIL
FBND
HYG
HYLB
Tags
iShares
spdr etfs
Fidelity
From
ETF Trends
3 Reasons to Allocate to EM Bonds Now
October 22, 2023
Tags
Featured
VanEck
beyond basic beta channel
From
ETF Trends
BondBloxx Monthly Update – September 2023
October 20, 2023
Tags
Featured
institutional income strategies channel
BondBloxx
From
ETF Trends
Chart of the Week: Bonds in Focus
October 20, 2023
Tickers
AGG
BND
CGCB
RIGS
Tags
AGG
iShares
expert insights
From
ETF Trends
Meet an Advisor: Jesus Lopez of Asterion Wealth Advisory Group
October 20, 2023
Tags
exchange an etf experience
evan harp
exchange
From
ETF Trends
Q3 2023 Bank Earnings Soar; Bank ETFs Remain Muted
October 19, 2023
Tickers
KBE
KBWB
XLF
Tags
earnings reports
KBE
Financials
From
ETF Trends
BlackRock Launches Suite of Target Date ETFs
October 19, 2023
Tickers
IRTR
ITDA
ITDB
ITDC
Tags
iShares
ITDE
IRTR
From
ETF Trends
Morgan Stanley Lists 5 Active ETFs
October 19, 2023
Tickers
EVHY
EVIM
EVSB
PAPI
Tags
New ETFs
evhy
featured
From
ETF Trends
Parametric and Eaton Vance Expertise Inside an ETF
October 19, 2023
Tickers
CVLC
CVSB
CVSE
EVHY
Tags
pheq
CVSB
evhy
From
ETF Trends
READ: Rosenbluth and Fee on the Secret Income Story
October 19, 2023
Tickers
BIL
CGCB
SHV
Tags
iShares
State Street
Video
From
ETF Trends
What Netflix Shows Us About the Streaming and Media Industry
October 19, 2023
Tickers
BNGE
FCOM
FDCF
GGME
Tags
communications
VOX
OND
From
ETF Trends
HIPS: High Alternative Income in a Diversified Wrapper
October 18, 2023
Tickers
BDC
CEFS
HIPS
MLPS
Tags
CEFs
MLPs
Income
From
ETF Trends
READ: What Makes That Ticker Tick: Stacey Morris and AMZI
October 18, 2023
Tickers
AMLP
MLPB
Tags
expert insights
Featured
mlpb
From
ETF Trends
Cryptocurrencies: Bitcoin Jumps to Highest Level Since August
October 18, 2023
Tickers
BITCOMP
BITI
BITO
USD-BITSTAMP
Tags
crypto channel
Expert Insights
Bitcoin ETF
From
ETF Trends
Semi-Transparent ETFs Are Alive and Well
October 18, 2023
Tickers
CAPE
FDG
FMCX
Tags
VTI / Vanguard Total Stock Market ETF
Core Strategies Channel
Featured
From
ETF Trends
Rosenbluth and Fee on the Secret Income Story
October 17, 2023
Tickers
BIL
CGCB
SHV
Tags
spdr etfs
CGCB
SHV
From
ETF Trends
CGRO Takes ‘America First’ Approach to Investing in China
October 17, 2023
Tickers
CGRO
NBCE
Tags
New ETFs
Core Values Alpha
nyse
From
ETF Trends
ETF 360: Strive’s Matt Cole on Active Fixed Income
October 17, 2023
Tickers
STXT
Tags
STXT
featured
Video
From
ETF Trends
VOO Reached a Key Milestone and Pairs Well With Bond ETFs
October 17, 2023
Tickers
BND
VUSB
Tags
Expert Insights
BND
IVV / iShares S&P 500 Index ETF
From
ETF Trends
Neuberger Berman Lists China Equity and Global Real Estate ETFs
October 16, 2023
Tickers
NBCE
NBGR
Tags
New ETFs
featured
nyse
From
ETF Trends
Why You MUST Consider Muni Bond ETFs
October 16, 2023
Tickers
MUST
Tags
columbia threadneedle
Expert Insights
MUST
From
ETF Trends
Buy on Both the Dip and on the Pop… Culture
October 13, 2023
Tickers
ESPO
MUSQ
NERD
Tags
VanEck
Featured
Roundhill
From
ETF Trends
JPMorgan Looks to Actively JBND the Rules of Bond Investing
October 12, 2023
Tickers
JBND
JEPI
Tags
featured
JBND
New ETFs
From
ETF Trends
< Previous
1
2
...
26
27
28
29
30
31
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.