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Maturity Risk
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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
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EVENTS
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Read FULL Seminar Here
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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
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Is China a Bargain Bin Buy?
June 23, 2023
Tickers
KBA
KWEB
Tags
Brendan Ahern
china insights channel
KBA
From
ETF Trends
Why BlackRock says investors should gravitate towards medium-term fixed income ETFs with Fed’s rate path uncertain
June 22, 2023
Tickers
AGG
BITO
CLIP
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SHY
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From
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World Markets Watchlist: June 20, 2023
June 20, 2023
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DXJ
EWH
HEDJ
INDA
Tags
KWEB
EWH
DXJ
From
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China ETFs tumble after PBOC’s rate cut disappoints markets
June 20, 2023
Tickers
COMP
DJIA
KWEB
MCHI
Tags
SPX
PGJ
COMP
From
MarketWatch
International stocks are breaking out as Japan’s Nikkei 225 reaches 33-year high
June 16, 2023
Tickers
EWJ
KWEB
VGK
Tags
EWJ
VGK
KWEB
From
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China ETFs Climb On Hopes Of Better US Relations As State Department Confirms Blinken's Beijing Visit
June 14, 2023
Tickers
ASHR
ASIA
FXI
GXC
Tags
Politics
Antony Blinken
Benzinga
From
Benzinga
Markets Rebound as China Considers Stimulus, KWEB a Buy
June 14, 2023
Tickers
KWEB
Tags
china insights channel
simple moving average
monetary policy
From
ETF Trends
World Markets Watchlist: June 12, 2023
June 12, 2023
Tickers
DXJ
EWH
HEDJ
INDA
Tags
KraneShares
iShares
model portfolio channel
From
ETF Trends
VettaFi Voices On: Investing in Emerging Markets
June 09, 2023
Tickers
ALPS
BNDX
CGXU
DBEM
Tags
Equity
Invesco
BNDX
From
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Domestic Travel in China Surpasses 2019 Levels, KWEB Gains
June 08, 2023
Tickers
KWEB
Tags
china insights channel
KWEB
KraneShares
From
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ETF of the Week: KraneShares CSI China Internet ETF (KWEB)
June 08, 2023
Tickers
KWEB
Tags
Podcasts
podcast
expert insights
From
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World Markets Watchlist: June 5, 2023
June 05, 2023
Tickers
DXJ
EWH
HEDJ
INDA
Tags
SPY
INDA
modern alpha channel
From
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China’s Mid-Year Shopping Festival Highlights Buyer Recovery
June 01, 2023
Tickers
KLIP
KWEB
Tags
China consumers
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From
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China ETFs Fall As Economy Shows Signs Of Contraction For The Second Consecutive Month
May 31, 2023
Tickers
ASIA
GXC
KWEB
MCHI
Tags
Sector ETFs
Benzinga
MCHI
From
Benzinga
Hang Seng nears bear market as China manufacturing slows; JPMorgan says ‘the consumer might not get stronger.’
May 31, 2023
Tickers
BABA
BIDU
COMP
KWEB
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COMP
HK:HSI
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From
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World Markets Watchlist: May 30, 2023
May 30, 2023
Tickers
DXJ
EWH
HEDJ
INDA
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From
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For the First Time Ever, Single-Stock ETFs Soon Will Close
May 30, 2023
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NKEQ
From
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KWEB Gets Boost From China Semiconductor Companies
May 23, 2023
Tickers
KWEB
Tags
china insights channel
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KraneShares
From
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Todd Rosenbluth Talks Emerging Markets ETFs on Edge
May 22, 2023
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EEM
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KWEB
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EEM
KraneShares
From
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World Markets Update: May 22, 2023
May 22, 2023
Tickers
DXJ
EWH
HEDJ
INDA
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WisdomTree
DXJ
HEDJ
From
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Suddenly booming U.S. stocks set for pause as futures inch higher
May 19, 2023
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COMP
DJIA
KWEB
SPX
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SPX
COMP
NQ00
From
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Don’t Miss Out: Hedge Funds Buy Big Into China
May 18, 2023
Tickers
KALL
KEMQ
KWEB
Tags
china insights channel
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KEMQ
From
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Alibaba posts mixed earnings, says its board has approved spinoff of cloud-intelligence unit
May 18, 2023
Tickers
BABA
KWEB
Tags
BABA
HK:9988
KWEB
From
MarketWatch
Alibaba earnings: What to expect from the Chinese e-commerce giant
May 17, 2023
Tickers
BABA
KWEB
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KWEB
BABA
From
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Tencent Soars Past Revenue Expectations in Earnings Report
May 17, 2023
Tickers
KWEB
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china insights channel
Tencent
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From
ETF Trends
Michael Burry of The Big Short fame doubled down on China bets. Here’s what other investors are saying
May 17, 2023
Tickers
AMZN
BABA
BIDU
COF
Tags
COST
AMZN
JD
From
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China Tensions Are Top Of Mind For Biden's Weeklong Asia Tour: 'We Are Not Going To Arm-Twist'
May 16, 2023
Tickers
ASIA
GXC
KWEB
MCHI
Tags
GXC
KWEB
Markets
From
Benzinga
World Markets Update: May 15, 2023
May 15, 2023
Tickers
DXJ
EWH
HEDJ
INDA
Tags
KraneShares
iShares
model portfolio channel
From
ETF Trends
KraneShares Partners With Rockefeller Asset Management
May 15, 2023
Tickers
KMET
KRBN
KWEB
Tags
KMET
KWEB
KraneShares
From
ETF Trends
Is China Going Into A Recession? Country's Tiny Inflation Rate Has Economists Worried About Japanese-Style Doom Loop
May 11, 2023
Tickers
ASIA
GXC
KWEB
MCHI
Tags
Global
China
Specialty ETFs
From
Benzinga
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