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 First Trust
Recent news which mentions First Trust
< Previous
1
2
3
4
5
6
7
8
Next >
Get Nasdaq 100 Exposure Without Technology With This ETF
May 26, 2022
Tickers
QQXT
QTEC
Tags
QTEC
Nasdaq Portfolio Solutions Channel
First Trust
From
ETF Trends
For Diversified Exposure, Check Out This Latin America ETF
May 24, 2022
Tickers
FLN
Tags
First Trust
Latin America
nasdaq investment intelligence channel
From
ETF Trends
You Cannot Spell VettaFi Without E-T-F
May 20, 2022
Tickers
AMLP
CARZ
SATO
SBIO
Tags
First Trust
SS&C
AMLP
From
ETF Trends
TD Ameritrade: Lara Crigger on Retail Performance and Opportunities
May 19, 2022
Tickers
FTXG
PBJ
Tags
First Trust
FTXG
PBJ
From
ETF Trends
Renewable Energy Spending Outlook Attractive for ACES
May 17, 2022
Tickers
ACES
CNRG
FAN
SPDR
Tags
First Trust
FAN
SS&C
From
ETF Trends
Play a Bounce in Growth and Emerging Markets With This ETF
May 16, 2022
Tickers
FEMS
Tags
Emerging Markets
FEMS
nasdaq investment intelligence channel
From
ETF Trends
Clean Energy ETFs Could Capture the Record Growth in Renewable Energy
May 11, 2022
Tickers
ACES
CNRG
ICLN
PBW
Tags
CNRG
SS&C
ICLN
From
ETF Trends
Digital Healthcare Still Offering Opportunities
May 10, 2022
Tickers
EKG
Tags
EKG
Nasdaq Portfolio Solutions Channel
nasdaq investment intelligence channel
From
ETF Trends
Call on Cloud Computing for Tech Protection
May 02, 2022
Tickers
SKYY
Tags
First Trust
nasdaq investment intelligence channel
Nasdaq Portfolio Solutions Channel
From
ETF Trends
Good Time to Back BFOR, Consider GARP
April 28, 2022
Tickers
BFOR
FNY
IWP
JKH
Tags
BlackRock
ETF Building Blocks Channel
ALPS
From
ETF Trends
Advisors Are Boosting Portfolios With Thematic ETFs
April 28, 2022
Tickers
BOTZ
CARZ
DRIV
IDRV
Tags
Franklin Templeton
DRIV
ROBO
From
ETF Trends
Advisors Are Boosting Portfolios With Thematic ETFs
April 28, 2022
Tickers
BOTZ
CARZ
DRIV
IDRV
Tags
IQM
ark arkk
KARS
From
ETF Trends
Clean Technology ETFs Could Gain Momentum as Europe Looks for New Energy Sources
April 27, 2022
Tickers
FAN
RAYS
TAN
WNDY
Tags
wndy
FAN
esg channel
From
ETF Trends
This China ETF Could Have a Strong Q2 Comeback
April 25, 2022
Tickers
FCA
Tags
China
First Trust
fca
From
ETF Trends
BlackRock Sets Stage for Own Active Senior Loan ETF
April 19, 2022
Tickers
AGG
BKLN
FTSL
HYG
Tags
BlackRock
Invesco
BKLN
From
ETF Trends
This Clean Energy ETF Saw Double Digit Returns in March
April 19, 2022
Tickers
ACES
CNRG
ICLN
QCLN
Tags
ICLN
ssga
CNRG
From
ETF Trends
An ETF to Watch as Natural Gas Prices Hit 14-Year Milestone
April 19, 2022
Tickers
FCG
Tags
nasdaq investment intelligence channel
Nasdaq Portfolio Solutions Channel
FCG
From
ETF Trends
When Clean Energy Transition Speeds Up, Consider QCLN
April 14, 2022
Tickers
QCLN
Tags
Nasdaq Portfolio Solutions Channel
nasdaq investment intelligence channel
First Trust
From
ETF Trends
Climate Funds Are Drawing More Assets
April 14, 2022
Tickers
ACES
CNRG
FAN
SPDR
Tags
ETF Building Blocks Channel
ALPS
ACES
From
ETF Trends
FLN Is a Fabulous Idea for Latin America Exposure
April 13, 2022
Tickers
FLN
Tags
First Trust
Nasdaq Portfolio Solutions Channel
nasdaq investment intelligence channel
From
ETF Trends
This Healthcare ETF Has Compelling Prognosis
April 04, 2022
Tickers
FXH
Tags
FXH
First Trust
Nasdaq Portfolio Solutions Channel
From
ETF Trends
Build Off Market Momentum and Maintain Low Volatility With This ETF
March 30, 2022
Tickers
DVOL
Tags
nasdaq investment intelligence channel
Nasdaq Portfolio Solutions Channel
Low/Volatility
From
ETF Trends
Evaluate New EKG for Digital Health Exposure
March 24, 2022
Tickers
EKG
Tags
Nasdaq Portfolio Solutions Channel
nasdaq investment intelligence channel
EKG
From
ETF Trends
Global Power Outlook Shaping Up Well for Renewables
March 24, 2022
Tickers
ACES
CNRG
FAN
SPDR
Tags
ACES
spdr
ALPS
From
ETF Trends
Great Year for Investments in Clean Energy ETFs
March 17, 2022
Tickers
ACES
CNRG
ICLN
QCLN
Tags
ICLN
ssga
CNRG
From
ETF Trends
Turn to TDIV for Dependable Dividends
March 15, 2022
Tickers
TDIV
Tags
TDIV
First Trust
nasdaq investment intelligence channel
From
ETF Trends
With Energy Security in Spotlight, ACES Has Allure
March 15, 2022
Tickers
ACES
CNRG
FAN
SPDR
Tags
ssga
FAN
CNRG
From
ETF Trends
Minimize Volatility in Emerging Markets With This Risk-Managed ETF
March 13, 2022
Tickers
RNEM
Tags
First Trust
RNEM
nasdaq investment intelligence channel
From
ETF Trends
Tips to Consider When Evaluating Clean Energy ETFs
March 09, 2022
Tickers
ACES
CNRG
FAN
SPDR
Tags
ACES
spdr
ALPS
From
ETF Trends
Natural Gas ETF Is on Blistering Pace
March 08, 2022
Tickers
FCG
Tags
Nasdaq Portfolio Solutions Channel
nasdaq investment intelligence channel
FCG
From
ETF Trends
< Previous
1
2
3
4
5
6
7
8
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.