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 IGM
Recent news which mentions IGM
Aurora Mobile's AI Agent Platform Expands Global Reach With New Data Center Options
August 12, 2025
Tickers
AIQ
ASIA
BKCH
BLOK
Tags
IGM
MSFT
BLOK
From
Benzinga
MGK And IGM: Two QQQ Alternatives For Tech Investors To Consider
August 09, 2025
Tickers
IGM
LLY
MGK
QQQ
Tags
QQQ
IGM
V
From
TalkMarkets
Earnings Scheduled For August 6, 2025
August 06, 2025
Tickers
AACG
ABNB
ACAD
ACB
Tags
PSBD
ACTG
GENK
From
Benzinga
Mark Cuban Says 'IP Is King In An AI World' As Tech Giants Pour In Trillions — Here Are Some Top AI Spenders' Stocks To Watch
July 21, 2025
Tickers
AAPL
AMZN
FDN
FTEC
Tags
Market News
NVDA
News
From
Benzinga
BlackRock Shifts Gears, Declares AI The New 'Anchor For Returns' As Inflation Stays Sticky
July 08, 2025
Tickers
AI
FDN
FTEC
IGM
Tags
QQQ
Federal Reserve
FDN
From
Benzinga
Jim Cramer Contradicts AI-Led Job Cuts At White Collar Firms As Cathie Wood Says It's 'Hurting Entry-Level Jobs:' Here's How Experts Debunk AI's Impact On Employment
July 04, 2025
Tickers
AMZN
FDN
FTEC
IGM
Tags
Tech
freshers
Federal Reserve
From
Benzinga
AI Will Disrupt 25% Of US Jobs By 2030—And The Fed Can't Save Them, Economist Warns
June 25, 2025
Tickers
AI
AMZN
FDN
FTEC
Tags
artificial intelligence
Unemployment
FDN
From
Benzinga
Nvidia and Palantir Could Help This Unstoppable ETF Turn $1,000 Per Month Into $1 Million Over the Long Term
June 25, 2025
Tickers
IGM
NVDA
PLTR
Tags
Market News
NVDA
IGM
From
Motley Fool
Brookfield Bets Big On European AI With $10 Billion Investment
June 04, 2025
Tickers
AIQ
BAM
IGM
NEWS
Tags
Stories That Matter
Briefs
IGM
From
Benzinga
Chamath Palihapitiya Says Swedish Fintech Company Klarna Scaling Back AI Support Is A Red Flag For Industry: Startups Could 'Pivot To Simply Use AI For Narrow Use Cases'
May 13, 2025
Tickers
AI
FDN
FTEC
IGM
Tags
IGM
IYW
SPY
From
Benzinga
Earnings Scheduled For May 8, 2025
May 08, 2025
Tickers
AAOI
ABCL
ABEV
ABL
Tags
SPNS
ALE
ARLO
From
Benzinga
1 Market-Beating Artificial Intelligence (AI) ETF That Could Turn $250,000 Into $1 Million
April 23, 2025
Tickers
AI
IGM
NFLX
ORCL
Tags
IGM
^GSPC
Recent Press Releases
From
Motley Fool
1 Unstoppable Tech ETF That Could Turn $500 Per Month Into $1 Million Within 30 Years
March 19, 2025
Tickers
AAPL
AVGO
IGM
META
Tags
META
Recent Press Releases
IGM
From
Motley Fool
Mark Cuban Advises GenZ To 'Spend Every Waking Minute Learning About AI:' Here's A List Of AI Investment Opportunities For Long Term
March 17, 2025
Tickers
AI
FDN
FTEC
IGM
Tags
SPY
Mark Cuban
IYW
From
Benzinga
Billionaire Investor Howard Marks Warns Against AI's 'Powerful' Novelty And FOMO As Nvidia, Other AI-Linked Stocks Tumble In 2025: Says This Enthusiasm 'Sometimes Leads To Bubbles'
March 03, 2025
Tickers
AAPL
AI
AMZN
FDN
Tags
IXN
Market News
NVDA
From
Benzinga
Billionaire Ray Dalio Says AI Risks 'Totalitarian Control Or Anarchy' As It Could Reshape World In Next 5 Years: Here Are AI-Linked ETFs For Investors To Consider
February 26, 2025
Tickers
FDN
FTEC
IGM
IXN
Tags
Market News
QTUM
Events
From
Benzinga
Hidden Gems? AI Engine APART Highlights Automotive, Undervalued AI, Capital Goods As Top Sectors
February 17, 2025
Tickers
AI
FDN
FTEC
IGM
Tags
DeepSeek
Market Summary
IYW
From
Benzinga
Nvidia, Meta, Apple, and Microsoft Could Help This BlackRock ETF Turn $200,000 Into $1 Million by 2040
February 17, 2025
Tickers
AAPL
AMD
AVGO
BLK
Tags
MSFT
ORCL
AMD
From
Motley Fool
Earnings Scheduled For February 6, 2025
February 06, 2025
Tickers
AAMI
AB
AFRM
AGCO
Tags
SHG
VCTR
SPH
From
Benzinga
This Unstoppable BlackRock ETF Crushed the S&P 500 Over the Last 24 Years, and Could Do So Again in 2025
January 16, 2025
Tickers
IGM
Tags
IGM
Recent Press Releases
Market News
From
Motley Fool
The Smartest Artificial Intelligence (AI) ETF to Buy With $500 Right Now
December 24, 2024
Tickers
AI
FTEC
IGM
META
Tags
IGM
META
Recent Press Releases
From
Motley Fool
Nvidia, Meta Platforms, and Apple Could Help This Unstoppable ETF turn $500 Per Month Into $1 Million
December 17, 2024
Tickers
AAPL
IGM
META
NVDA
Tags
IGM
^GSPC
Recent Press Releases
From
Motley Fool
Is the iShares Expanded Tech Sector ETF a Millionaire Maker?
November 29, 2024
Tickers
IGM
XLK
Tags
XLK
Market News
IGM
From
Motley Fool
Nvidia, Meta, Apple, and Microsoft Could Help This Magnificent ETF Turn $250,000 Into $1 Million
November 16, 2024
Tickers
IGM
Tags
^GSPC
Recent Press Releases
IGM
From
Motley Fool
IMF Warns AI In Stock Trading Can Boost Efficiency, But Warns Of Increased Market Volatility
October 16, 2024
Tickers
AIQ
IGM
IXN
NEWS
Tags
International Monetary Fund
ROBT
artificial intelligence
From
Benzinga
Shares of SoundHound AI, C3.ai, and Upstart Plummeted by More Than 70%. Here's a Safer Way to Invest In Artificial Intelligence (AI) Stocks.
October 09, 2024
Tickers
AI
IGM
NVDA
SOUN
Tags
Recent Press Releases
AI
IGM
From
Motley Fool
Nvidia, Meta, Apple, and Microsoft Could Help This Stock-Split ETF Turn $200,000 Into $1 Million
September 17, 2024
Tickers
AAPL
IGM
META
MSFT
Tags
MSFT
IGM
META
From
Motley Fool
2 Specialized Technology ETFs to Put on Your Radar Right Now
September 15, 2024
Tickers
IGM
NVDA
SOXX
VGT
Tags
SOXX
VGT
Market News
From
Motley Fool
Nvidia, Microsoft, and Apple Could Help This Stock-Split ETF Turn $400 per Month Into $1 Million
August 05, 2024
Tickers
IGM
Tags
Recent Press Releases
IGM
Market News
From
Motley Fool
Buying a Tech ETF Could Be a Great Idea. But Stay Away From This One.
July 31, 2024
Tickers
IGM
Tags
Market News
IGM
Recent Press Releases
From
Motley Fool
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.