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Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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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
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Tax-Loss Harvest Out of Broad China Exposures With XC
November 30, 2022
Tickers
EEM
KWEB
PGJ
VWO
Tags
WisdomTree
PGJ
VWO
From
ETF Trends
How Pinduoduo Became A Buy-The-Dip Opportunity As Chinese Stocks Tumble
November 29, 2022
Tickers
ASIA
FXI
KWEB
PDD
Tags
China
Technicals
PreMarket Prep
From
Benzinga
China-focused ETFs jump amid sign the country may be on path toward looser COVID policies
November 29, 2022
Tickers
CQQQ
KWEB
MCHI
Tags
CQQQ
MCHI
HK:HSI
From
MarketWatch
Don’t Miss Out as Investors Pile Into Chinese Equities With KWEB
November 28, 2022
Tickers
KWEB
PGJ
Tags
Brendan Ahern
Invesco
china insights channel
From
ETF Trends
The Best Way to Invest in Emerging Markets Just Got Even Better
November 27, 2022
Tickers
BRK-A
BRK-B
KWEB
NPSNY
Tags
KWEB
Recent Press Releases
TCEHY
From
Motley Fool
Why China’s COVID policies are rattling investors again
November 25, 2022
Tickers
ASHR
BABA
BIDU
COMP
Tags
BIDU
XX:XIN9X000
COMP
From
MarketWatch
These ETFs Aren’t Issuing Cap Gains
November 22, 2022
Tickers
FLV
KORP
KRBN
KSCD
Tags
Featured
SCHP
KWEB
From
ETF Trends
China Watcher: Don’t Expect a Policy Turn From Beijing
November 18, 2022
Tickers
KWEB
MCHI
Tags
china insights channel
Scott Moskowitz
KWEB
From
ETF Trends
Why BlackRock sees these thematic ETFs potentially outperforming in 2023
November 17, 2022
Tickers
BITO
BMED
EIDO
EMQQ
Tags
IRBO
ICLN
EMQQ
From
MarketWatch
KraneShares Looks at China’s Tech Sector Ahead of Earnings Season
November 15, 2022
Tickers
CICC
KWEB
Tags
KraneShares
COVID/19
KWEB
From
ETF Trends
Bank of America strategist says he’s tactically bullish on China for first time in two years as Hang Seng enters bull market
November 15, 2022
Tickers
BABA
JD
KWEB
PDD
Tags
HK:HSI
JD
KWEB
From
MarketWatch
Here’s how much China stocks still could rally from zero-COVID, say Goldman Sachs strategists
November 07, 2022
Tickers
AAPL
AMC
AMZN
ATVI
Tags
NQ00
DXY
ES00
From
MarketWatch
China: A Week in Review With KraneShares
November 04, 2022
Tickers
KBA
KDIV
KWEB
Tags
KraneShares
Brendan Ahern
china insights channel
From
ETF Trends
Alibaba, JD.com, Nio extend rally in Chinese stocks amid continued hope for relaxing COVID rules
November 04, 2022
Tickers
BABA
BILI
HUYA
IQ
Tags
BILI
KWEB
JD
From
MarketWatch
‘Just so full of autocracies’: For the Freedom 100 Emerging Markets ETF, outperformance in 2022 goes beyond nixing China
November 03, 2022
Tickers
BUG
EEM
EMXC
EWW
Tags
FDN
XC
GUSA
From
MarketWatch
A History of KBA and KraneShares With Brendan Ahern
November 01, 2022
Tickers
ASHR
KBA
KWEB
MSCI
Tags
MSCI
Expert Insights
KraneShares
From
ETF Trends
Alibaba, Nio among Chinese stocks surging as hopes build about potential reopening
November 01, 2022
Tickers
BABA
BILI
HUYA
IQ
Tags
BILI
JD
KWEB
From
MarketWatch
Emerging-markets ETFs are ‘burning investor cash’ as China drags down performance
October 27, 2022
Tickers
ARKG
BLOK
EEM
EMXC
Tags
VWO
XCEM
OIH
From
MarketWatch
Tom Lydon Talks Dollar Strength, Tech, and More on Yahoo!
October 26, 2022
Tickers
CICC
KWEB
UUP
Tags
Invesco
china insights channel
UUP
From
ETF Trends
Fundamentals Remain to Hold China Tech ETFs Like KWEB
October 24, 2022
Tickers
BABA
BIDU
INTC
KWEB
Tags
TXN
KraneShares
BIDU
From
ETF Trends
‘They can actually derisk their portfolios’: Here’s where BlackRock is seeing iShares bond ETFs garner inflows amid climbing bond yields
October 20, 2022
Tickers
BSCN
BSCO
BSCP
GDXJ
Tags
BSCP
GDXJ
BSCO
From
MarketWatch
Chart of Week: Advisors Look to Emerging Markets
October 19, 2022
Tickers
ASHR
FXI
GXC
IEFA
Tags
Xtrackers
Vanguard
VOO / Vanguard S&P 500 ETF
From
ETF Trends
An Advisor’s Guide to China’s Internet Sector Performance and Outlook
October 13, 2022
Tickers
KWEB
Tags
KWEB
KraneShares
China Internet ETFs
From
ETF Trends
Former Bridgewater Exec seeks ‘wisdom of the crowd’ in the hedge fund community with new ETF
October 13, 2022
Tickers
DBMF
FTXG
IVOL
KWEB
Tags
SOXX
FTXG
MSOS
From
MarketWatch
Meet a Strategist — GLOBALT Investments
September 23, 2022
Tickers
KWEB
Tags
etf strategist channel
VanEck
meet a strategist
From
ETF Trends
KraneShares Launches New Dividend Aristrocrats ETF Focused on Pan Asia
September 15, 2022
Tickers
KDIV
KWEB
Tags
KraneShares
KWEB
KDIV
From
ETF Trends
Why Advisors Should Take a Closer Look at China A-Shares
September 09, 2022
Tickers
ASIA
KBA
KSTR
KWEB
Tags
Global ETFs
A/shares
China
From
ETF Trends
‘They’re making this a battle’: ESG is a slice of ETF industry that’s under fire
September 08, 2022
Tickers
AMZN
BLOK
CVX
DRLL
Tags
DRLL
CVX
EMCA
From
MarketWatch
China’s Top Stocks Beat Expectations, but Macro Challenges Loom
September 06, 2022
Tickers
CICC
FXI
KWEB
MCHI
Tags
FXI
china insights channel
KWEB
From
ETF Trends
2 High-Yielding Stocks Subprime Mortgage Shorter And Gold Investor John Paulson Owns
September 01, 2022
Tickers
ASIA
AU
KWEB
Tags
KWEB
Gold Mining Dividend Stocks
Emerging Markets
From
Benzinga
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