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 KBWB
Recent news which mentions KBWB
< Previous
1
2
3
4
Next >
Are US Banks On Shaky Ground? Stocks Tumble As Fitch Sounds Alarm On Potential Downgrades
August 15, 2023
Tickers
BAC
BLK
JPM
KBWB
Tags
Fitch
Large Cap
banking
From
Benzinga
Bank ETFs head for worst day in 3 months after credit downgrades, warnings rattle sector
August 08, 2023
Tickers
BAC
BK
BOKF
CBSH
Tags
KRE
KBE
BOKF
From
MarketWatch
US Banking Sector Shaken: Moody's Drops Credit Ratings Of 10 Banks, Sounds Alarm For More Downgrades
August 08, 2023
Tickers
ALLY
BAC
BK
BOKF
Tags
MTB
FULT
Sector ETFs
From
Benzinga
Regional bank ETF’s massive July jump puts it on pace for strongest month since 2016 after rough ride in 2023
July 31, 2023
Tickers
KBE
KBWB
KRE
SPX
Tags
KBWB
SPX
KRE
From
MarketWatch
Investors Move Into Invesco’s Bank ETF as Sector Rallies
July 28, 2023
Tickers
KBWB
KBWP
KBWR
Tags
KBWR
KBWB
Innovative ETFs channel
From
ETF Trends
ETF Winners And Losers: Small-Cap Fund Flows - Banking ETF Gains Over $400 Million While QQQE Loses Over $350 Million
July 26, 2023
Tickers
BAC
FALN
KBWB
MS
Tags
BAC
KBWB
ETFs
From
Benzinga
Regional-bank stocks move up after PacWest deal suggests stabilization in sector
July 26, 2023
Tickers
BANC
BKX
CFG
CMA
Tags
ZION
PACW
CMA
From
MarketWatch
Invesco’s Bank ETFs Rally on Upbeat Earnings
July 21, 2023
Tickers
KBWB
KBWP
KBWR
Tags
Innovative ETFs channel
Invesco
KBWB
From
ETF Trends
An ETF that can’t go down? This new ‘buffer’ fund is designed to provide 100% protection against stock-market losses
July 20, 2023
Tickers
AVSC
BITO
BKX
CQQQ
Tags
JANW
KWEB
CQQQ
From
MarketWatch
Bank ETFs bounce, with this fund heading for potentially best month since 2021
July 18, 2023
Tickers
AAPL
BAC
COMP
DJIA
Tags
GS
SPX
KBWB
From
MarketWatch
Bank ETF KBWB Rallies on Q2 Bank Earnings
July 18, 2023
Tickers
KBWB
Tags
KBWB
Innovative ETFs channel
Invesco
From
ETF Trends
Recession canceled? U.S. stock market ‘pretty frothy’ after S&P 500’s strongest first half since 2019
July 02, 2023
Tickers
AAPL
COMP
KBWB
KRE
Tags
NVDA
AAPL
KBWB
From
MarketWatch
Facing Consequences: Bank CEOs To Refund Three Years' Salary Following Bank Failures, Proposes Bipartisan Bill
June 01, 2023
Tickers
BAC
C
FTXO
JPM
Tags
Elizabeth Warren
BAC
KBWB
From
Benzinga
These banks are even better investments than they were before the crisis
May 08, 2023
Tickers
FRCB
KBWB
SPX
Tags
KBWB
SPX
FRCB
From
MarketWatch
SEC Said To Probe If First Republic Executives Engaged In Insider Trading Ahead Of Collapse
May 06, 2023
Tickers
JPM
KBWB
Tags
Top Stories
News
Regulations
From
Benzinga
Jim Cramer Says FDIC Missed On 'Short Squeeze' Of A Lifetime: 'I Will Propose A Plan Tonight'
May 05, 2023
Tickers
FHN
JPM
KBWB
PACW
Tags
Benzinga
JPM
TD
From
Benzinga
ETF flows point to ‘skittish’ investors as it’s ‘a little unwieldy out there’ after Fed rate hikes
May 04, 2023
Tickers
BWET
GDX
GDXJ
HEAT
Tags
KBWB
SPY
UNG
From
MarketWatch
Bill Ackman Warns No Regional Bank Can Survive Current Crisis: 'Running Out Of Time To Fix The Problem'
May 04, 2023
Tickers
AAPL
BKX
JPM
KBWB
Tags
Silicon Valley Bank
Regulations
News
From
Benzinga
Why First Republic’s rescue isn’t arresting a selloff in U.S. regional bank stocks
May 02, 2023
Tickers
COMP
DJIA
FRC
JPM
Tags
KBWR
CLM23
DJIA
From
MarketWatch
Why global small-cap ETFs could provide some shelter if a U.S. recession comes
April 27, 2023
Tickers
ARKW
CETF
CQQQ
CRED
Tags
RUT
IWM
SPX
From
MarketWatch
Bank ETFs rise as earnings roll out – but investors aren’t piling in with cash
April 20, 2023
Tickers
AAPL
APLY
BAC
BIGB
Tags
XLF
FHN
KBE
From
MarketWatch
Financials Remain in Focus but Not All ETFs Are the Same
March 27, 2023
Tickers
FXO
IAT
KBE
KBWB
Tags
KBE
KRE
XLU
From
ETF Trends
KBWB: Opportunity Knocks
March 24, 2023
Tickers
KBWB
Tags
KBWB
Innovative ETFs channel
Invesco
From
ETF Trends
A New Bank ETF Could Throw Its Weight Around Early
March 21, 2023
Tickers
BIGB
KBE
KBWB
SPY
Tags
XLF
KBWB
SPY
From
ETF Trends
Homebuilder ETFs are beating the S&P 500 this year. Can their outperformance last amid banking sector worries?
March 16, 2023
Tickers
GDX
GDXJ
IAT
ITB
Tags
SIVR
XHB
KRE
From
MarketWatch
Bank ETFs bounce as this regional banking fund sees ‘record’ trading volume over recent days
March 14, 2023
Tickers
FRC
JPM
KBE
KBWB
Tags
KBWB
SPX
XLF
From
MarketWatch
How an inverted yield curve helped sink Silicon Valley Bank
March 14, 2023
Tickers
COMP
DJIA
KBE
KBWB
Tags
COMP
KBE
XX:SP500/40
From
MarketWatch
Regional Bank Analyst Slashes Price Targets Across The Board: 'Interest Rates Pose Significant Risk'
March 13, 2023
Tickers
ALLY
CFG
FHB
FITB
Tags
Analyst Color
NYCB
Ebrahim Poonawala
From
Benzinga
Why bank ETFs are tanking despite regulators taking emergency steps to backstop depositors
March 13, 2023
Tickers
BAC
C
COMP
DJIA
Tags
DJIA
KRE
KBE
From
MarketWatch
Net Interest Margin (NIM) - What Happened At Silicon Valley Bank And SVB ETF Exposure
March 13, 2023
Tickers
BAC
C
JPM
JXN
Tags
contributors
JXN
C
From
Benzinga
< 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.