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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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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
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Global Investors See a Bargain in China ETFs
December 20, 2021
Tickers
ASIA
KWEB
Tags
ETF Performance Reports
china insights channel
Emerging Markets
From
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Top 5 China ETFs by Inflows for 2021
December 14, 2021
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CXSE
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iShares
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December 10, 2021
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December 09, 2021
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BETZ
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Are Chinese Stocks Still A Good Investment?
December 06, 2021
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Market News
From
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ETF Prime: Inflation Hedging With ETFs
November 24, 2021
Tickers
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KWEB
PDBC
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Bitcoin-linked fund from ProShares logs worst weekly ETF performance as crypto prices slump
November 18, 2021
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Alibaba stock falls after earnings come up short
November 18, 2021
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Do you really know what’s in your ETF?
October 28, 2021
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BITO
EMQQ
GOOGL
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MJ
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From
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How to build your own ETF and avoid thousands of dollars in management fees
October 28, 2021
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What’s New for KWEB’s Portfolio This Year
October 24, 2021
Tickers
KWEB
Tags
Internet ETF
china insights channel
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From
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China ETFs Are Starting to Gain Momentum
October 22, 2021
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PGJ
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As Chinese Internet Stocks Recover, KWEB Inflows Make It a Top 20 ETF
October 15, 2021
Tickers
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From
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‘Green’ ETFs are minting some green as the energy crisis sparks a boomlet in alternatives
October 14, 2021
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MarketWatch
KraneShares Launches New ETF Focused on China’s High Growth Sectors
October 07, 2021
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Yahoo Finance: Dave Nadig Talks Commodities and Infrastructure
October 06, 2021
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northern trust
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How Uranium ETFs logged double-digit returns and rare-earth buys shined in Q3, but KraneShares’s China fund tanked
September 30, 2021
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Yahoo Finance: Tom Lydon Talks Supply Chain Issues
September 29, 2021
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ETF Prime: Tom Lydon on China’s Evergrande Saga
September 29, 2021
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podcast
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Tencent and Alibaba to Open Apps in Compliance With Regulations
September 20, 2021
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Former President of Google China Warns of Overinterpretation of China’s Tech Regulations
September 17, 2021
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CICC
KWEB
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Kai/Fu Lee
china insights channel
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ETF of the Week: KraneShares CSI China Internet ETF, KWEB
September 16, 2021
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china insights channel
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Why the $5.4 trillion ETF market faces its biggest crisis since inception
September 16, 2021
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Why uranium ETFs are going nuclear — almost literally — and how that trend might persist
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September 02, 2021
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From
MarketWatch
KWEB in Stunning Recovery as It Takes Top China ETF
August 27, 2021
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KWEB
MCHI
Tags
KWEB
KraneShares
MCHI
From
ETF Trends
A $2.5 trillion behemoth among mutual funds wants in on ETFs — underscoring a fast-moving trend
August 26, 2021
Tickers
ARKK
BAB
COMP
CQQQ
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SPTL
XLF
DJIA
From
MarketWatch
KWEB Surpasses $500 Million Inflows in Single Day
August 26, 2021
Tickers
CICC
KWEB
Tags
KraneShares
KWEB
ETF inflows
From
ETF Trends
China ETFs Rally as Bargain Hunters Jump on a Battered Market
August 25, 2021
Tickers
ASHR
ASIA
CQQQ
DWS
Tags
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Emerging Markets
Invesco
From
ETF Trends
Analyzing KraneShares Trust KraneShares CSI China Internet ETF's Unusual Options Activity
August 19, 2021
Tickers
KWEB
Tags
Benzinga
Markets
Options
From
Benzinga
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