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 NYSE:ARKK
Recent news which mentions NYSE:ARKK
3 AI ETFs Leading the Next Investment Revolution
December 12, 2024
Tags
NYSE:ARKK
NASDAQ:BOTZ
:QQQJ
From
StockNews.com
3 Technology ETFs Leading the Innovation Charge
October 25, 2024
Tags
NYSE:VGT
NYSE:ARKK
NYSE:XLK
From
StockNews.com
ARK Innovation ETF (ARKK) Spotlight: 2024 Insights
January 05, 2024
Tickers
ARKK
Tags
NYSE:IYW
NYSE:ARKW
NYSE:VGT
From
StockNews.com
Should You Make a Move on ARK Innovation ETF (ARKK) and Robo Global Artificial Intelligence ETF (THNQ)?
November 29, 2023
Tickers
ARKK
THNQ
Tags
NYSE:ARKK
:THNQ
From
StockNews.com
3 Tech ETFs on the Rise to Buy
November 24, 2023
Tags
:VPN
NYSE:ARKK
NASDAQ:SOCL
From
StockNews.com
ARK Innovation (ARKK) and First Trust NASDAQ Cybersecurity (CIBR): Should You Invest in These Tech ETFs?
October 27, 2023
Tickers
ARKK
CIBR
Tags
NASDAQ:CIBR
NYSE:ARKK
From
StockNews.com
Tech ETF Investment Prospects: ARK Innovation ETF (ARKK) and Global X Cybersecurity ETF (BUG)
October 18, 2023
Tickers
ARKK
BUG
Tags
:BUG
NYSE:ARKK
From
StockNews.com
3 Technology Equities ETFs Investors Keep Buying
August 01, 2023
Tags
NYSE:XLK
NYSE:VGT
NYSE:ARKK
From
StockNews.com
Is ARK Innovation ETF (ARKK) a Good Trade Right Now?
July 27, 2023
Tickers
ARKK
Tags
NYSE:FTEC
NYSE:IYW
NYSE:ARKK
From
StockNews.com
Is ARK Innovation ETF (ARKK) a Buy for June?
June 06, 2023
Tickers
ARKK
Tags
NYSE:XLK
NYSE:SMH
NYSE:IYW
From
StockNews.com
1 ETF to Buy in 2023 and 1 to Avoid Like the Plague
March 17, 2023
Tags
NYSE:VOO
NYSE:ARKK
From
StockNews.com
1 ETF to Continue to Avoid or Sell Short Until Further Notice
February 17, 2023
Tags
NYSE:SMH
NYSE:XLK
NYSE:VGT
From
StockNews.com
Investor Alert: Earnings Recession Forming?
February 12, 2023
Tags
NYSE:ARKK
:/INX
NASDAQ:QQQ
From
StockNews.com
1 ETF to Avoid at All Costs in 2023
February 06, 2023
Tags
NYSE:XT
NYSE:XLK
NYSE:SMH
From
StockNews.com
1 ETF to Buy This Week and 1 to Avoid or Sell Short
January 04, 2023
Tags
:JPST
NYSE:ARKK
From
StockNews.com
1 ETF to Buy Before the End of the Year and 1 to Sell
December 01, 2022
Tags
NYSE:ARKK
NYSE:BKLN
From
StockNews.com
3 ETFs to Avoid for Long-Term Investing
November 09, 2022
Tags
NASDAQ:TLT
NYSE:ARKK
NYSE:GDX
From
StockNews.com
Don't Get Caught Holding Either of These ETFs in Q4
November 03, 2022
Tags
NYSE:XBI
NYSE:ARKK
From
StockNews.com
#2 Investment for 2023
October 30, 2022
Tags
NASDAQ:TSLA
:ROKU
:ZM
From
StockNews.com
If You Own This ETF, You Might Want to Rethink It
October 28, 2022
Tags
:ROKT
NYSE:IGN
:NOCT
From
StockNews.com
5 ETFs to Avoid in This Volatile Market
September 27, 2022
Tags
NYSE:KOLD
NYSE:LABU
NYSE:ARKK
From
StockNews.com
3 ETFs With Too Much Downside Risk to Buy Now
September 21, 2022
Tags
NYSE:UVXY
NYSE:GDX
NYSE:ARKK
From
StockNews.com
1 Underperforming ETF Every Investor Will Want to Avoid Right Now
September 14, 2022
Tags
:QJUN
:NOCT
NYSE:ARKK
From
StockNews.com
1 ETF That Might Not Be Able to Reverse Its Course in 2022
September 07, 2022
Tags
NYSE:IGN
NYSE:ARKK
:NOCT
From
StockNews.com
Is This the Dividend Trade of the Decade?
June 15, 2022
Tags
NYSE:ARKK
Articles
NYSE:XOM
From
Contrarian Outlook
How to Profit from the Growth Stock Crash?
May 27, 2022
Tags
NYSE:DIA
NYSE:MTUM
NASDAQ:QQQ
From
StockNews.com
These Funds Will Crush ETFs in ’22 (and Pay You 7%+ Dividends)
January 03, 2022
Tags
Articles
NYSE:STK
NYSE:ARKK
From
Contrarian Outlook
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.