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 >
VettaFi Completes First Independent Audit With IOSCO Principles for Financial Benchmarks
October 12, 2023
Tags
VettaFi
IOSCO
Press Release
From
ETF Trends
Chart of the Week: Benefits of Active and Passive Bond Funds
October 12, 2023
Tickers
AGG
BND
BOND
CGCB
Tags
IUSB
featured
AGG
From
ETF Trends
GLOBALT Now an Independent RIA After Purchase From Synovus
October 11, 2023
Tags
RIA
etf portfolios
Portfolio
From
ETF Trends
Jon Fee & Jane Edmondson on EQM Indexes
October 11, 2023
Tags
Expert Insights
Jane Edmondson
eqm indexes
From
ETF Trends
Another YieldMax ETF to Make You Go SQY
October 11, 2023
Tickers
SQY
Tags
featured
ZEGA Financial
New ETFs
From
ETF Trends
Cryptocurrencies: Bitcoin Hovers Above $27K
October 11, 2023
Tickers
BITCOMP
BITI
BITO
USD-BITSTAMP
Tags
bitcoin
crypto channel
BITI
From
ETF Trends
CMO Views: Jim Sinai on Career, Technology, and Becoming an F1 Fan
October 10, 2023
Tags
Jim Sinai
Vanilla
featured
From
ETF Trends
Disruptive Tech Theme of the Week: Electric Vehicles
October 10, 2023
Tickers
BATT
CARZ
CRIT
DRIV
Tags
Optica
Expert Insights
DRIV
From
ETF Trends
World Markets Watchlist: October 9, 2023
October 09, 2023
Tickers
DXJ
EWH
HEDJ
INDA
Tags
WisdomTree
KWEB
INDA
From
ETF Trends
RELAX Time Is Over; FundX Has Some New Active ETFs For You
October 09, 2023
Tickers
XFLX
XRLX
Tags
xflx
xrlx
New ETFs
From
ETF Trends
Venerated Voices™ Q3 2023 Rankings
October 09, 2023
Tags
Featured
Expert Insights
Financial Literacy Channel
From
ETF Trends
The Income Strategy Symposium Is October 27
October 09, 2023
Tags
featured
income strategy symposium
From
ETF Trends
Mixed Signals From the Labor Market
October 09, 2023
Tickers
RSP
SPY
XLY
Tags
spdr etfs
RSP
Innovative ETFs channel
From
ETF Trends
Fundamentals Matter to ETF Investors
October 09, 2023
Tickers
COWZ
JEPI
QGRO
QUAL
Tags
VFLO
Equity ETF Channel
QGRO
From
ETF Trends
Top 10 Airlines Cashing In On Extras Like Checked Luggage And Preferred Seating
October 07, 2023
Tags
US Global Investors
Featured
us funds
From
ETF Trends
Hot Jobs Report May Add to Active ETFs Case
October 06, 2023
Tags
S&P 500
Active ETF Channel
jobs report
From
ETF Trends
USCF Lists Aluminum Strategy Fund ALUM
October 06, 2023
Tickers
ALUM
Tags
Aluminum
uscf
nyse
From
ETF Trends
VettaFi Voices On: Considering Commodities
October 06, 2023
Tickers
AAAU
AMLP
CANE
DBA
Tags
MLP
cryptocurrency
URNM
From
ETF Trends
Goldman Sachs Launches Small Cap Core Equity ETF
October 05, 2023
Tickers
GMUN
GSC
GXUS
Tags
nyse
New ETFs
GXUS
From
ETF Trends
Use Multifactor ETFs to Position Defensively and Protect Gains
October 05, 2023
Tickers
ROAM
ROUS
Tags
ROUS
ROAM
Featured
From
ETF Trends
Arch Indices Launches Debut ETF, the Multi-Asset VWI
October 05, 2023
Tickers
VWI
Tags
New ETFs
nyse
Arch Indices
From
ETF Trends
Brandes Joins the Active Equity ETF Market
October 05, 2023
Tickers
BINC
BSMC
BUSA
Tags
Active ETF
Brandes
equity ETF channel
From
ETF Trends
Chart of Week: Advisors Prefer Short-Term High-Quality Bonds
October 05, 2023
Tickers
BND
IGSB
SPSB
TLT
Tags
Featured
SPSB
TLT
From
ETF Trends
Bull vs. Bear: Are Low Volatility ETFs Best for Today’s Market?
October 05, 2023
Tickers
CTA
DBMF
FDLO
IWD
Tags
Innovative ETFs channel
iShares
Proshares
From
ETF Trends
Calamos Launches Convertible Equity Alternative ETF
October 04, 2023
Tickers
CVRT
SROI
Tags
featured
Calamos
nyse
From
ETF Trends
How to Follow Up With New Contacts Post-Conference
October 04, 2023
Tags
Featured
Templates
Expert Insights
From
ETF Trends
Calamos Brings Convertible Expertise to ETF Market
October 04, 2023
Tickers
CVRT
CWB
ICVT
LQD
Tags
Featured
cvrt
LQD
From
ETF Trends
Sovereign’s Capital Flourish Fund Invests in “Most Spiritually Integrated” Companies
October 03, 2023
Tickers
SOVF
Tags
nyse
featured
New ETFs
From
ETF Trends
ETF Prime: Hendrickson and Edmondson on EQM Indexes Plus Thematic Investing and More
October 03, 2023
Tickers
HIPS
IBUY
TBIL
Tags
HIPS
eqm indexes
Amplify
From
ETF Trends
2023’s Overactive Active ETF Flows Are Mostly a Mirage
October 03, 2023
Tickers
BND
DFAC
DFEV
DFUS
Tags
DFEV
DFAC
DFUS
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.