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 GRID
Recent news which mentions GRID
Selling Pressure Behind The Scenes
August 10, 2025
Tickers
GDX
GRID
JNK
QQQ
Tags
Market News
ETFs
GDX
From
TalkMarkets
Trump Drops 100% Tariff Shocker On Semiconductors: These ETFs Are Dodging It
August 07, 2025
Tickers
AAPL
AAXJ
AVGO
COWZ
Tags
XLK
SOXX
AVGO
From
Benzinga
Tesla Battery Pivot Sparks ETF Rotation: America In, China Out?
July 30, 2025
Tickers
GRID
ICLN
KARS
KGRN
Tags
Emerging Market ETFs
Broad U/S/ Equity ETFs
ICLN
From
Benzinga
Meta, Amazon, Palantir Fuel AI Data Center Boom — ETFs Are The Sleeper Bet
July 17, 2025
Tickers
ABBNY
AMZN
CAT
CMI
Tags
PLTR
CMI
META
From
Benzinga
Eaton Sees Q1 Organic Sales Surge 9%, Boosts 2025 Guidance
May 02, 2025
Tickers
ETN
GRID
NEWS
SUPP
Tags
Top Stories
SUPP
why it's moving
From
Benzinga
3 ETFs To Navigate Utility Stock Volatility As DeepSeek Challenges Power Demand Forecasts
January 30, 2025
Tickers
AEP
CEG
GOOG
GOOGL
Tags
CEG
XLU
ETFs
From
Benzinga
Republican Win Likely To Lift Magnificent 7 Stocks, Democratic Sweep 'Better For Bonds,' Says WisdomTree
November 05, 2024
Tickers
AAPL
AMZN
GOOG
GOOGL
Tags
IJR
Kevin Flanagan
META
From
Benzinga
Clean Energy Jobs Grow Twice As Fast As Overall Job Market In 2023: 'Our Policies Are Working'
August 28, 2024
Tickers
BEP
ENPH
GEV
GRID
Tags
Liz Shuler
ETFs
Stories That Matter
From
Benzinga
Stocks To Buy As World Temperatures Rise: July 2024 Was The Hottest Month Ever For Some Regions
August 08, 2024
Tickers
BECN
BLD
CARR
CEG
Tags
BECN
EMR
ICLN
From
Benzinga
Disruptive Theme of the Week: Where’s The Juice?
August 07, 2024
Tickers
AMLP
FUTY
GRID
IDU
Tags
disruptive theme of the week
IDU
NZUS
From
ETF Trends
Everything's Bigger In Texas: Lone Star State Will Build More Clean Energy Than Next 10 States Combined
July 26, 2024
Tickers
GRID
ICLN
TAN
Tags
TAN
Solar
solar energy
From
Benzinga
Johnson Controls To Boost Profit Margins With $8.1B Bosch Deal
July 23, 2024
Tickers
CCSO
GRID
JCI
NEWS
Tags
Large Cap
Equities
AI Generated
From
Benzinga
What A Kamala Harris Presidency Could Mean For Oil Stocks: Chevron, Marathon Move Lower
July 22, 2024
Tickers
COP
CVX
EOG
ESG
Tags
Stories That Matter
ETFs
Expert Ideas
From
Benzinga
Renewable Energy ETFs Ride Wave of AI Optimism
May 29, 2024
Tickers
ACES
ALPS
CTEX
GRID
Tags
Expert Insights
GRID
ALPS
From
ETF Trends
Eaton Boosts 2024 Guidance As Electrical And Aerospace Sectors Excel
April 30, 2024
Tickers
ETN
GRID
NBCT
NEWS
Tags
Large Cap
Earnings
Briefs
From
Benzinga
The U.S. Is About to Spend Hundreds of Billions on Infrastructure: 3 ETFs to Reap the Benefits
April 21, 2024
Tickers
APD
ECL
ETN
FCX
Tags
Recent Press Releases
IYM
VMC
From
Motley Fool
ETF Themes That Dominated in Q1 2023
March 25, 2024
Tickers
AIQ
ARKB
BITB
BITO
Tags
IFRA
IGPT
btco
From
ETF Trends
Disruptive Tech Theme of the Week: Top Thematic ETF Flows 2023
December 26, 2023
Tickers
AIQ
ARKK
BLOK
BOTZ
Tags
GUNR
GNR
PAVE
From
ETF Trends
VettaFi Voices On: Accessing Disruptive Innovation
November 17, 2023
Tickers
ARKG
ARKK
BATT
BETH
Tags
SUPP
beyond basic beta channel
Featured
From
ETF Trends
Economic Hurricane Ahead? 7 Profitable Places to Hide Your Money
June 22, 2022
Tickers
ABBV
ACB
AIRC
AZN
Tags
GRID
NASDAQ
BIP
From
InvestorPlace
4 Earth Day ETFs targeting clean water, wind, the smart grid — and one that has them all
April 22, 2022
Tickers
FAN
FIW
GRID
QCLN
Tags
GRID
QCLN
FAN
From
MarketWatch
Earnings Scheduled For March 23, 2022
March 23, 2022
Tickers
AGFY
APTX
AWH
AYRO
Tags
AWH
CTAS
GRID
From
Benzinga
Taking Stock of ESG ETFs: 2022 Edition
February 25, 2022
Tickers
CRBN
DRIV
DSI
EAGG
Tags
VSGX
ICLN
EAGG
From
ETF Trends
Is Bitcoin A 'Climate Crisis'? Here's What Intel's CEO Says
February 18, 2022
Tickers
ARBK
BITCOMP
GRID
INTC
Tags
Media
ARBK
$BTC
From
Benzinga
20 favorite alternative-energy stocks with expected upside of up to 102%
October 20, 2021
Tickers
ACES
AZRE
DQ
EBR
Tags
RUN
HK:3868
ES:GRE
From
MarketWatch
Gird for Soaring EV Demand With GRID
September 22, 2021
Tickers
GRID
Tags
Nasdaq Portfolio Solutions Channel
GRID
First Trust
From
ETF Trends
20 stocks for maximum growth as the world switches to clean energy
August 09, 2021
Tickers
ACES
AMTX
DQ
ENPH
Tags
ES:GRE
HK:6865
ES:SLR
From
MarketWatch
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.