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 Fed Interest Rates
Recent news which mentions Fed Interest Rates
Whichever Direction Rates Move, Consider Looking to Fidelity ETFs
May 30, 2024
Tickers
FBND
FCPI
FDMO
FDRR
Tags
ETF Investing Channel
FDRR
FELG
From
ETF Trends
Look to CSHI as Interest Rate Concerns Rise
April 08, 2024
Tickers
CSHI
NEOS
Tags
Tax Efficient Income Channel
monthly income channel
NEOS
From
ETF Trends
While Interest Rates Hold Steady, CSHI Boosts Income
March 06, 2024
Tickers
CSHI
NEOS
Tags
fed interest rates
monthly income channel
CSHI
From
ETF Trends
Fed Rate Concerns Dominate 2024 Markets
January 03, 2024
Tickers
CSHI
NEOS
Tags
Tax Efficient Income Channel
NEOS
CSHI
From
ETF Trends
Don’t Put All Your Eggs in the Interest Rate Basket
December 19, 2023
Tickers
DBI
DBMF
Tags
DBi
andrew beer
fed interest rates
From
ETF Trends
Mind the Macro: The Decade of Portfolio Diversification
September 08, 2023
Tickers
DBI
DBMF
Tags
portfolio diversification
Inflation
DBi
From
ETF Trends
KMLM Climbs on Fed Rate Hike Fears This Month
July 06, 2023
Tickers
KMLM
Tags
china insights channel
managed futures
kfa funds
From
ETF Trends
Interest Rates Could Finally Be Leveling Off, BNDI to Benefit
May 03, 2023
Tickers
BNDI
NEOS
Tags
BNDI
NEOS
Tax Efficient Income Channel
From
ETF Trends
The Safest Investment Is Cash: Earning Income With CSHI
March 29, 2023
Tickers
CSHI
NEOS
Tags
NEOS
Tax Efficient Income Channel
CSHI
From
ETF Trends
Inflation: Where Are We a Year Later?
March 24, 2023
Tags
CPI report
Inflation
retirement income channel
From
ETF Trends
Advisors Watching Small-Caps Should Consider NTKI
March 23, 2023
Tickers
NTKI
Tags
Nationwide
retirement income channel
small/cap ETFs
From
ETF Trends
Marathon Rate Hikes Could Be Nearing End
March 22, 2023
Tickers
NEOS
SPYI
Tags
Tax Efficient Income Channel
NEOS
Jerome Powell
From
ETF Trends
If Fed Slows Rate Hikes, BNDI and Bonds Could Benefit
March 17, 2023
Tickers
AGG
BND
BNDI
NEOS
Tags
bonds
fed interest rates
monthly income channel
From
ETF Trends
Market Strategist Explains Why Buy-The-Dips May Not Work In Current Times: 'Need To See The Fed Pause Interest Rate Hikes'
February 28, 2023
Tickers
QQQ
SPY
Tags
Interest Rate Hikes
QQQ
Markets
From
Benzinga
Peter Schiff Says Fed Will Cut Rates In 2023: No, It's Not Due to Inflation Heading Lower
January 11, 2023
Tags
Market News
News
Fed Interest Rates
From
Benzinga
Consider KMLM While the Fed Continues Rate Hike Cycle
December 14, 2022
Tickers
CICC
KMLM
Tags
fed interest rates
CICC
kfa funds
From
ETF Trends
Managed Futures Could Benefit From Continued Fed Aggression
November 18, 2022
Tickers
DBMF
Tags
DBMF
iM Global Partner
fed interest rates
From
ETF Trends
WisdomTree Talks Fed Policy and the Possibilities of a “Pivot-Lite”
November 03, 2022
Tickers
USFR
WFHY
Tags
model portfolio channel
kevin flanagan
WFHY
From
ETF Trends
Fed’s Bullard and Professor Siegel Debate Inflation and Fed Policy
October 21, 2022
Tags
fed tightening
model portfolio channel
Inflation
From
ETF Trends
Markets Are So Bearish, Any Positive Metrics “May Cause Large Relief Rallies”
October 17, 2022
Tickers
USFR
Tags
Inflation
model portfolio channel
Professor Jeremy Siegel
From
ETF Trends
This Floating Rate ETF Brought In $1.6 Billion in September
October 10, 2022
Tickers
USFR
Tags
modern alpha channel
fed interest rates
jobs report
From
ETF Trends
Manage Fed Interest Rate Hikes With DBMF
September 20, 2022
Tickers
DBMF
Tags
DBMF
litman gregory capital partners
iM Global Partner
From
ETF Trends
When Aggressive Fed Hikes Loom, Invest for Slowdown With BNDD
September 19, 2022
Tickers
BNDD
CICC
FDX
Tags
kfa funds
CICC
FDX
From
ETF Trends
Will Fed Funds Hit 4% During This Hiking Cycle?
September 16, 2022
Tickers
USFR
Tags
Podcasts
USFR
model portfolio channel
From
ETF Trends
As Fed Continues Inflation Fight, Invest Strategically Within Equities
September 08, 2022
Tickers
CICC
KVLE
Tags
Jerome Powell
china insights channel
equities
From
ETF Trends
Meb Faber and Jim Bianco Talk Markets and the Economy with WisdomTree
August 18, 2022
Tags
fed interest rates
modern alpha channel
WisdomTree
From
ETF Trends
Fed Hikes 0.75%: Position for Economic Slowdown With BNDD
July 27, 2022
Tickers
BNDD
Tags
china insights channel
fed interest rates
slowdown
From
ETF Trends
Take the Guesswork Out of Fed Rate Hikes with USFR
June 15, 2022
Tickers
USFR
Tags
USFR
model portfolio channel
fed interest rates
From
ETF Trends
Fox Business: Todd Rosenbluth on Participating in the Upside
May 04, 2022
Tickers
SCHD
USMV
XLF
XLV
Tags
expert insights
Powell
Claman Countdown
From
ETF Trends
No Matter Where You Look, Investors Are Risk-Off
April 26, 2022
Tags
risk off
Nationwide
retirement income channel
From
ETF Trends
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.