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 Mark Hackett
Recent news which mentions Mark Hackett
Mid-year Outlook: Preparing for an Eventual Slowdown
July 06, 2023
Tags
Mark Hackett
retirement income channel
ben ayers
From
ETF Trends
Risks Lurk Under Stocks’ Calm Performance
May 26, 2023
Tags
Nationwide
retirement income channel
Mark Hackett
From
ETF Trends
Focus on the Long Term to Counter the Bull-Bear Split
May 24, 2023
Tags
Mark Hackett
retirement income channel
Nationwide
From
ETF Trends
Help clients prepare for a pending recession
March 03, 2023
Tags
Nationwide
retirement income channel
Mark Hackett
From
ETF Trends
Is Big Tech’s Dominance Over?
March 01, 2023
Tags
retirement income channel
Nationwide
Mark Hackett
From
ETF Trends
A good time for a risk check-up
February 02, 2023
Tags
retirement income channel
Nationwide
Mark Hackett
From
ETF Trends
Nationwide Survey: Recession and Volatility Top of Mind for Advisors
October 20, 2022
Tickers
NDJI
NSPI
NTKI
NUSI
Tags
retirement planning
NSPI
retirement income channel
From
ETF Trends
Investors Shouldn’t Get Too Overconfident in the Current Rally
August 16, 2022
Tags
recession
Mark Hackett
bear market
From
ETF Trends
Has the Fed’s Recent Rate Hike Increased Recession Risk?
August 01, 2022
Tickers
NDJI
NSPI
NTKI
NUSI
Tags
retirement income channel
NSPI
Nationwide
From
ETF Trends
An Advisor’s Guide to the Long-Term Impact of National Debt
July 27, 2022
Tickers
CBO
Tags
Nationwide
retirement income channel
Mark Hackett
From
ETF Trends
Challenges and Opportunities for NUSI in 2022
July 21, 2022
Tickers
NUSI
Tags
nasdaq 100
Mark Hackett
NUSI
From
ETF Trends
Are Markets Nearing the Bottom?
July 19, 2022
Tickers
NDJI
NSPI
NTKI
NUSI
Tags
retirement income channel
NSPI
Nationwide
From
ETF Trends
Why NUSI Has Been Challenged in 2022
July 11, 2022
Tickers
NUSI
Tags
performance
Nationwide
retirement income channel
From
ETF Trends
Economy Driven By “Less Confident, More Price-Sensitive Consumer”
June 09, 2022
Tags
retirement income channel
Nationwide
consumer disrectionary
From
ETF Trends
The Yield Curve May Not Be a Reliable Bellwether for Recession
April 07, 2022
Tags
Nationwide
retirement income channel
recession
From
ETF Trends
Aggressive Fed Tightening Could Lead to a Bear Market
March 24, 2022
Tags
Nationwide
rising rates
retirement income channel
From
ETF Trends
When It Comes to Geopolitical Shocks to Markets, Play the Long Game
March 07, 2022
Tags
geopolitical
Mark Hackett
market correction
From
ETF Trends
Geopolitical Turmoil Rattles Markets – But Investors Shouldn’t Panic
February 24, 2022
Tags
Mark Hackett
Nationwide
retirement income channel
From
ETF Trends
Everything Advisors Need to Know About Current Bond Markets
February 17, 2022
Tags
retirement income channel
Nationwide
Inflation
From
ETF Trends
An Advisor’s Guide to the Supply Chain Disruptions on Stocks
February 10, 2022
Tags
Inflation
retirement income channel
economic analysis
From
ETF Trends
An Advisor’s Guide to Understanding Current Stocks Decline
January 28, 2022
Tags
Mark Hackett
Market Volatility
retirement income channel
From
ETF Trends
Market Valuations Top Concern for Advisors
January 20, 2022
Tags
retirement income channel
Nationwide
Mark Hackett
From
ETF Trends
Confluence of Market Pressures Could Present Buying Opportunities
December 21, 2021
Tickers
HOLIDAY
Tags
Nationwide
retirement income channel
Mark Hackett
From
ETF Trends
How to Advise Clients Regarding Tax Code Changes
December 09, 2021
Tags
Mark Hackett
tax reforms
capital gains
From
ETF Trends
Fear Shifts Investor Sentiment Bearish as Volatility Continues
December 07, 2021
Tags
Investors
Mark Hackett
bearish
From
ETF Trends
Looking Beyond the Traditional Portfolio in Troubled Times
December 02, 2021
Tags
alternative investments
Mark Hackett
60/40 portfolio
From
ETF Trends
A Look at Markets Going Into Year’s End
November 23, 2021
Tags
interest rates
Volatility
COVID/19
From
ETF Trends
Indicators of Choppy Markets Going Forward
November 04, 2021
Tags
retirement income channel
Nationwide
Inflation
From
ETF Trends
Taper Talk Is Back, But It Doesn’t Have to Be 2013 All Over Again
October 28, 2021
Tags
Mark Hackett
Nationwide
retirement income channel
From
ETF Trends
Inflation Not Stymieing Stocks…Yet
October 26, 2021
Tags
Nationwide
retirement income channel
Inflation
From
ETF Trends
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.