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 Indexing
Recent news which mentions Indexing
< Previous
1
2
3
4
Next >
For Tomorrow’s Brightest Internet Opportunities, Look to India
April 19, 2022
Tickers
EMQQ
FMQQ
INQQ
Tags
Webcasts
INQQ
Sector ETFs
From
ETF Trends
Digital Asset ETF Opportunities to Capitalize on Disruptive Blockchain Innovation
April 19, 2022
Tickers
DAM
DAPP
XBTF
Tags
DAM
XBTF
VanEck
From
ETF Trends
An ETF to Tap Into the “Future of Finance” in a Digital Age
April 05, 2022
Tickers
GFOF
Tags
Grayscale
GFOF
ETF 101
From
ETF Trends
The Digital Economy Is Here — Is Your Portfolio Ready?
April 04, 2022
Tickers
GFOF
Tags
cryptocurrency
Webcasts
crypto channel
From
ETF Trends
Put Financial Science to Work for Your Clients
March 28, 2022
Tickers
DFAC
DFAS
DFAT
DFUS
Tags
Webcasts
Dimensional
smart beta
From
ETF Trends
Active Funds’ Underperformance Underscores Benefits of Passive Index ETFs
March 16, 2022
Tags
Investing
Indexing
Mutual Funds
From
ETF Trends
A Simple Guide to Common Sense Equity Investing Amid Rising Rates and Inflation
March 15, 2022
Tickers
CALF
COWZ
USAI
Tags
Pacer
smart beta
ETF 101
From
ETF Trends
This Investment Strategy Could Set Sail on Record Shipping Profits
March 08, 2022
Tickers
SEA
Tags
Current Affairs
Shipping
Indexing
From
ETF Trends
This Could Be the End for Russia ETFs
March 03, 2022
Tickers
ERUS
FLRU
RSX
Tags
VanEck
RSX
ERUS
From
ETF Trends
Changes Are Coming in 2022. Don’t Stick With Bad Benchmarks
March 02, 2022
Tickers
DIAL
MUST
SBND
Tags
ETF 101
smart beta
featured
From
ETF Trends
The Right Dividend ETF to Play the Shift to Value
March 01, 2022
Tickers
SDOG
Tags
ALPS
Current Affairs
Indexing
From
ETF Trends
Dogs of the Dow: Why 2022 Is the Right Time for Value
February 28, 2022
Tickers
SDOG
Tags
SDOG
smart beta
SS&C
From
ETF Trends
South Korea Seeks Developed Market Status From MSCI
February 25, 2022
Tickers
EEM
VWO
Tags
Global ETFs
iShares
featured
From
ETF Trends
Take Your Portfolio to the Next Level in 2022 With These Hidden Gems
February 24, 2022
Tickers
EOPS
VDNI
WEIX
Tags
Webcasts
smart beta
ETF 101
From
ETF Trends
ETFs to Focus on an Important Growth Theme in the Developing Markets
February 23, 2022
Tickers
EMQQ
FMQQ
Tags
smart beta
ETF 101
Emerging Markets Channel
From
ETF Trends
The Next Wave of Digital Revolution Has Begun: The Rise of Emerging Markets
February 22, 2022
Tickers
EMQQ
FMQQ
Tags
e/commerce
Webcasts
Emerging Markets Channel
From
ETF Trends
Get Ahead of the Curve: How to Invest in the Green Energy Transition
February 16, 2022
Tickers
GMET
SMOG
YUMY
Tags
ETF 101
Webcasts
Sector ETFs
From
ETF Trends
Why Does My ESG ETF Hold Oil, “Sin” Stocks?
February 14, 2022
Tags
Socially Responsible ETFs
esg channel
Indexing
From
ETF Trends
Dividend Growth ETFs in Times of Inflation
February 04, 2022
Tickers
DGRO
DGRW
NOBL
PFM
Tags
Proshares
iShares
inesco
From
ETF Trends
DWS’s Currency Forecast for 2022: Don’t Be Caught Off-Guard by Currency Fluctuations
January 31, 2022
Tickers
DBAW
DBEF
DBEM
Tags
Deutsche Bank
ETF 101
smart beta
From
ETF Trends
ETFs That Take Cues From Moneyball to Avoid Market Losers
January 25, 2022
Tickers
AVDG
AVDR
Tags
Indexing
Current Affairs
AVDR
From
ETF Trends
Moneyball Investing: To Win Big, Avoid the Losers
January 24, 2022
Tickers
AVDG
AVDR
Tags
Indexing
Current Affairs
AVDR
From
ETF Trends
Electric Vehicles and Getting Beyond Tesla
January 21, 2022
Tickers
KARS
Tags
KraneShares
Indexing
Technology
From
ETF Trends
Survey Says: What Advisors Think About Crypto Right Now
January 20, 2022
Tickers
BITQ
Tags
Indexing
BITQ
Webcasts
From
ETF Trends
ETF Strategies to Help You Diversify Your Portfolio for 2022
January 13, 2022
Tickers
BLHY
JOET
NFLT
VABS
Tags
featured
ETF 101
smart beta
From
ETF Trends
An ETF to Capture Promising Biotech Innovators
January 12, 2022
Tickers
IBBQ
Tags
Invesco
Sector ETFs
Biotechnology
From
ETF Trends
Passive ETFs Fall Prey to Opportunistic Traders
January 07, 2022
Tags
Indexing
ETF 101
featured
From
ETF Trends
Passive Index ETFs Stand Out After Active Funds Underperformed Again
January 06, 2022
Tags
Bank of America
Mutual Funds
featured
From
ETF Trends
Passive Index ETFs Were Still the Better Play in 2021
December 28, 2021
Tags
Current Affairs
Mutual Funds
featured
From
ETF Trends
Municipal Bond ETFs Are Turning Heads
December 23, 2021
Tickers
MUB
SPDR
TFI
VTEB
Tags
Municipal Bonds
VTEB
Bond ETFs
From
ETF Trends
< Previous
1
2
3
4
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.