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home
about us
Investment Approach
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Form CRS
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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
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Mainland China Investors Are Seizing Opportunity Within Internet Sector
May 13, 2022
Tickers
KWEB
Tags
china insights channel
KWEB
China
From
ETF Trends
ETFs had outflows in April for the first time in almost 3 years — but here are some bright spots in the market tumult
May 05, 2022
Tickers
BG
BIL
COMP
CQQQ
Tags
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From
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How to Invest in the Valuation Opportunities in China’s Internet Sector
May 04, 2022
Tickers
CICC
KWEB
Tags
KraneShares
China Internet ETFs
CICC
From
ETF Trends
China ETFs Jump on Speculation of Easing Regulatory Crackdowns
April 29, 2022
Tickers
ASIA
KWEB
Tags
Emerging Markets
china insights channel
Internet
From
ETF Trends
KraneShares Hosts Discussion on China with Former U.S. Ambassador Branstad
April 28, 2022
Tickers
CICC
KRBN
KWEB
Tags
CICC
KraneShares
KRBN
From
ETF Trends
Wall Street Banks Slash Chinese Companies' Profit Forecasts - Read Why
April 27, 2022
Tickers
BABA
BIDU
DIDI
DOYU
Tags
Media
Briefs
Earnings
From
Benzinga
How KWEB Sidestepped Didi’s Demise
April 20, 2022
Tickers
DIDI
KWEB
Tags
KWEB
Brendan Ahern
china insights channel
From
ETF Trends
As China’s Monetary Policy Eases Further, Q1 GDP Grows
April 18, 2022
Tickers
GDP
KEMQ
KWEB
Tags
China
china insights channel
KEMQ
From
ETF Trends
Shanghai Reports First Covid-Related Deaths Since Latest Lockdowns: CNBC
April 18, 2022
Tickers
FXI
KWEB
MCHI
Tags
COVID/19 Coronavirus
Market News
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From
Benzinga
Crypto, disruptive technologies and a chat with DoubleLine’s Jeffrey Sherman at the ETF event in Miami
April 14, 2022
Tickers
ARKK
BITO
BLOK
GBTC
Tags
ARKK
GBTC
URNM
From
MarketWatch
Blackrock To Introduce Its First China ETF In 2022: Reuters
April 13, 2022
Tickers
BLK
FXI
KWEB
MCHI
Tags
Emerging Market ETFs
ETFs
BLK
From
Benzinga
ETF Edge Live From Exchange: Is China Investable?
April 11, 2022
Tickers
KWEB
Tags
KraneShares
ETF Edge
Brendan Ahern
From
ETF Trends
China Technology, Internet ETFs Are Losing Momentum
April 08, 2022
Tickers
ASHR
ASIA
CQQQ
KWEB
Tags
China
Internet
Emerging Markets
From
ETF Trends
JD.com founder steps down from CEO post
April 07, 2022
Tickers
JD
KWEB
SPX
Tags
JD
SPX
KWEB
From
MarketWatch
Investors Are Hesitant on Doubling Down on China ETFs’ Rebound
April 06, 2022
Tickers
EMQQ
KWEB
Tags
KraneShares
Global ETFs
Current Affairs
From
ETF Trends
Chinese Stocks Climbing on Regulatory Hopes
April 01, 2022
Tickers
KWEB
Tags
KWEB
HFCAA
china insights channel
From
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The Impact of Recent Pandemic Lockdowns on China Investments
March 28, 2022
Tickers
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KWEB
Tags
China
china insights channel
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From
ETF Trends
Biden Administration Renews Tariff Exemptions For Some Chinese Products: WSJ
March 24, 2022
Tickers
EWT
KWEB
MCHI
SPY
Tags
MCHI
KWEB
Benzinga
From
Benzinga
China ETFs Gain Momentum as Alibaba Plans $25 Billion Stock Buyback
March 22, 2022
Tickers
ASIA
EMQQ
GXC
KWEB
Tags
iShares
china insights channel
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From
ETF Trends
Alibaba Commits to Greater Buybacks, These Funds Offer Exposure
March 22, 2022
Tickers
KALL
KEMQ
KGRO
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Tags
china insights channel
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From
ETF Trends
Alibaba, Bilibili shares lead sharp rally for Chinese internet stocks
March 22, 2022
Tickers
BABA
BIDU
BILI
IQ
Tags
YUMC
PDD
BIDU
From
MarketWatch
Pinduoduo Controls Costs in Q4, Grows Earnings Per Share
March 21, 2022
Tickers
KALL
KEMQ
KWEB
Tags
KWEB
e/commerce
china insights channel
From
ETF Trends
Pete Najarian Books Profit On Alibaba Trade, But He's Still Holding These Names With China Exposure
March 17, 2022
Tickers
ASIA
BABA
FXI
KWEB
Tags
Markets
BABA
Pete Najarian
From
Benzinga
As the Fed launched its first rate hike in four years, China ETFs explode higher and uranium funds implode
March 17, 2022
Tickers
CQQQ
EFG
EMQQ
EWD
Tags
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USO
OIH
From
MarketWatch
CNBC's Final Trades: Alaska Air, ABB, Two Agricultural Stocks And A Chinese Internet Play
March 17, 2022
Tickers
ABB
ADM
ALK
DE
Tags
ADM
ABB
Media
From
Benzinga
KraneShares Addresses KWEB Volatility
March 16, 2022
Tickers
KWEB
Tags
China
China valuation
KWEB
From
ETF Trends
China ETFs Are Enjoying One of Their Best Days Ever
March 16, 2022
Tickers
ASHR
ASIA
FXI
GXC
Tags
KWEB
FXI
PGJ
From
ETF Trends
Why Did The KraneShares CSI China Internet ETF Rocket Nearly 40% Today?
March 16, 2022
Tickers
BABA
JD
KWEB
TCEHY
Tags
why it's moving
Benzinga
KWEB
From
Benzinga
Why Chinese Internet Stocks Were Soaring Today
March 16, 2022
Tickers
BABA
BILI
BZUN
IQ
Tags
MOMO
JOBS
JD
From
Motley Fool
Here’s why popular China ETFs are on track for their best one-day gain in history
March 16, 2022
Tickers
BABA
BIDU
JD
KWEB
Tags
JD
MCHI
WB
From
MarketWatch
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