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 IBIT
Recent news which mentions IBIT
< Previous
1
2
3
4
5
6
7
8
9
...
22
23
Next >
Cryptocurrencies: Bitcoin Falls Further to 7-Week Low
August 27, 2025
Tickers
ARK
ARKB
BITB
BITCOMP
Tags
Grayscale
Bitcoin ETFs
iShares
From
ETF Trends
Ethereum ETFs Net $455M Inflows As Metaplanet, Kindly Announce Billions For Bitcoin Treasuries
August 27, 2025
Tickers
BITCOMP
IBIT
MTPLF
NAKA
Tags
NAKA
MTPLF
News
From
Benzinga
Israel Englander's Millennium Goes All-In On Crypto And Healthcare While Rebalancing Big Tech Bets: Bitcoin ETF And Palantir Stakes Soar In Q2
August 27, 2025
Tickers
BAC
BITCOMP
C
EW
Tags
Benzinga
IBIT
SPY
From
Benzinga
Exploring Trends Across Asset Classes, Mega-Caps, And Banks
August 26, 2025
Tickers
BAC
COIN
GLD
GOOGL
Tags
IBIT
MSFT
Stocks / Equities
From
TalkMarkets
Bitcoin ETFs Face Longest Outflow Streak Since April, $1.2 Billion Lost
August 26, 2025
Tickers
BITCOMP
IBIT
USD-BITSTAMP
Tags
BITCOMP
IBIT
Cryptocurrencies
From
TalkMarkets
Billionaire Philippe Laffont Sold 53% of Coatue's AMD Stake in Favor of an ETF Whose Underlying Asset Has Gained Nearly 165,000,000% in 15 Years
August 26, 2025
Tickers
AMD
BTC
IBIT
NVDA
Tags
BTC
AMD
NVDA
From
Motley Fool
VIDEO: ETF of the Week: BTCI
August 25, 2025
Tickers
BTCI
FBTC
IBIT
NEOS
Tags
chuck jaffe
Podcasts
Tax Efficient Income Channel
From
ETF Trends
Tactive Advisors Loads Up 169,461 iShares Bitcoin Trust ETF Shares
August 22, 2025
Tickers
BITCOMP
IBIT
USD-BITSTAMP
Tags
bitcoin
Market News
Recent Press Releases
From
Motley Fool
Where Will iShares Bitcoin Trust ETF Be in 5 Years?
August 22, 2025
Tickers
BCH
BITCOMP
BLK
BSV
Tags
BTC
BLK
BCH
From
Motley Fool
More Alternatives ETFs? Yes Please
August 22, 2025
Tickers
BCI
BTC
BTCI
CERY
Tags
GLDM
expert insights
iShares
From
ETF Trends
Cryptocurrencies: Bitcoin Quickly Retreats From Record High
August 20, 2025
Tickers
ARK
ARKB
BITB
BITCOMP
Tags
feth
XRP
gvtb
From
ETF Trends
Ghost Prints Console Reveals $1.7B Bitcoin Crash Signal
August 18, 2025
Tickers
BITCOMP
GLD
IBIT
USD-BITSTAMP
Tags
Cryptocurrencies
GLD
VIX
From
TalkMarkets
Bitcoin, Ethereum ETFs Diverge As ETH Takes The Lead BlackRock's IBIT Shines
August 18, 2025
Tickers
BITCOMP
ETHA
ETHE
FETH
Tags
News
GBTC
Market News
From
Benzinga
Got $500? 2 Cryptocurrencies to Buy and Hold for Decades
August 17, 2025
Tickers
BLK
BTC
DJT
ETH
Tags
Recent Press Releases
SOL
ETHA
From
Motley Fool
Bitcoin Soars Past $124k, a New All-Time High. 4 Tailwinds Behind the Momentum.
August 16, 2025
Tickers
BITCOMP
BTC
IBIT
USD-BITSTAMP
Tags
Market News
bitcoin
BTC
From
Motley Fool
Crypto ETFs: Regulation, Returns & Rise of Innovation Pt. II
August 14, 2025
Tickers
BCOR
BMAX
ETHA
IBIT
Tags
IVV / iShares S&P 500 Index ETF
roxanna islam
VOO / Vanguard S&P 500 ETF
From
ETF Trends
Recent Filing Shows That Rep. Brandon Gill Bought Over $50K Worth of iShares Bitcoin Trust Stock
August 13, 2025
Tickers
BITCOMP
IBIT
NEWS
USD-BITSTAMP
Tags
BZI/GT
News
Market News
From
Benzinga
Cryptocurrencies: Bitcoin Hits Record High as Ether Nears Its Own
August 13, 2025
Tickers
ARK
ARKB
BITB
BITCOMP
Tags
expert insights
iShares
Grayscale
From
ETF Trends
6 Things Investors Need to Know Before They Add Cryptocurrency to Their 401(k)
August 12, 2025
Tickers
BTC
ETH
FETH
IBIT
Tags
BTC
FETH
Market News
From
Motley Fool
Ethereum ETFs Smash $1 Billion Daily Inflow Mark, Outshine Bitcoin's $138 Million
August 12, 2025
Tickers
BITCOMP
ETH
ETHA
FETH
Tags
VVPR
$XRP
Cryptocurrency
From
Benzinga
Starter’s Pistol Jammed: Wall Street Waits For CPI To Fire The Next Shot
August 11, 2025
Tickers
AAPL
AMD
ETHA
IBIT
Tags
AMD
Market News
Stocks / Equities
From
TalkMarkets
Bitcoin Isn't A 'Special Asset' But Rather Highly Risk Prone: A Nasdaq Crash Will 'Crater' BTC, Says This Economist
August 11, 2025
Tickers
BITCOMP
IBIT
MSTR
QQQM
Tags
QQQM
Market News
bitcoin
From
Benzinga
3 Reasons to Buy Bitcoin Before 2026
August 09, 2025
Tickers
BITCOMP
BTC
IBIT
USD-BITSTAMP
Tags
bitcoin
Market News
IBIT
From
Motley Fool
Better Crypto Buy: Bitcoin vs. XRP
August 07, 2025
Tickers
BITCOMP
BLK
BTC
IBIT
Tags
XRP
Market News
bitcoin
From
Motley Fool
1 BlackRock ETF to Buy Before It Soars 160% in 2025, According to Select Wall Street Analysts
August 07, 2025
Tickers
BTC
IBIT
Tags
IBIT
Recent Press Releases
BTC
From
Motley Fool
Cryptocurrencies: Bitcoin Moves Lower
August 06, 2025
Tickers
ARK
ARKB
BITB
BITCOMP
Tags
jennifer nash
ezet
Advisor Perspectives
From
ETF Trends
This BlackRock ETF Could Soar 18,000%, According to Billionaire Michael Saylor
August 05, 2025
Tickers
BLK
BTC
IBIT
MSTR
Tags
Market News
Recent Press Releases
IBIT
From
Motley Fool
Got $1,000? 3 Cryptocurrencies to Buy and Hold For Decades
July 31, 2025
Tickers
BTC
ETH
ETHA
IBIT
Tags
BTC
MSTR
PYTH
From
Motley Fool
Cryptocurrencies: Bitcoin Hovers Just Below Record High
July 30, 2025
Tickers
ARK
ARKB
BITB
BITCOMP
Tags
ezet
jennifer nash
etha
From
ETF Trends
This Bitcoin ETF Is Up 75% in 12 Months. Here's Why It Can Still Be a Good Buy
July 30, 2025
Tickers
BITCOMP
BTC
IBIT
MSTR
Tags
Recent Press Releases
IBIT
bitcoin
From
Motley Fool
< Previous
1
2
3
4
5
6
7
8
9
...
22
23
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.