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 Nasdaq Portfolio Solutions Channel
Recent news which mentions Nasdaq Portfolio Solutions Channel
< Previous
1
2
3
4
5
6
Next >
Marriott Releases Annual ESG Report, Highlights Community Engagement
September 20, 2021
Tickers
ESG
QQQ
QQQA
Tags
QQQA
Proshares
Invesco
From
ETF Trends
Energy Stocks, ETFs Again Wooing Investors
September 17, 2021
Tickers
PXI
Tags
Nasdaq Portfolio Solutions Channel
Invesco
PXI
From
ETF Trends
For the Bold, Some Chinese Stocks Are Now Undervalued
September 14, 2021
Tickers
PGJ
Tags
Nasdaq Portfolio Solutions Channel
PGJ
Invesco
From
ETF Trends
Utilities Stocks, ETFs Deserve More Love
September 10, 2021
Tickers
PUI
Tags
PUI
Nasdaq Portfolio Solutions Channel
Invesco
From
ETF Trends
It’s Time to Start Appreciating Overlooked UK ETF
September 08, 2021
Tickers
FKU
Tags
Nasdaq Portfolio Solutions Channel
FKU
NASDAQ
From
ETF Trends
Big on Dividends, This ETF Has Some ESG, Too
September 07, 2021
Tickers
PFM
Tags
PFM
Nasdaq Portfolio Solutions Channel
Invesco
From
ETF Trends
As Nasdaq Nets Another Record Close, ‘TQQQ’ Leverages Gains
September 03, 2021
Tickers
TQQQ
Tags
Proshares
Leveraged ETF
Nasdaq Portfolio Solutions Channel
From
ETF Trends
Chip Makers Actually Boosting Cash Flow Amid Global Shortage
September 02, 2021
Tickers
SOXQ
Tags
SOXQ
Invesco
Nasdaq Portfolio Solutions Channel
From
ETF Trends
Crypto Hacks Highlight Need for More Cybersecurity
September 01, 2021
Tickers
CIBR
Tags
First Trust
CIBR
Nasdaq Portfolio Solutions Channel
From
ETF Trends
Big Tesla Exposure Could Boost This ETF as Adoption, Profitability Increase
August 31, 2021
Tickers
QCLN
Tags
First Trust
QCLN
Nasdaq Portfolio Solutions Channel
From
ETF Trends
A Fresh Approach to Minimizing the Nasdaq-100
August 30, 2021
Tickers
QCLR
Tags
QCLR
Nasdaq Portfolio Solutions Channel
Global X
From
ETF Trends
Could the U.S. Lose Cloud Computing to China?
August 27, 2021
Tickers
WCLD
Tags
WisdomTree Investments
Nasdaq Portfolio Solutions Channel
WCLD
From
ETF Trends
China Internet Company Charm Offensive Could Fuel ETF Gains
August 27, 2021
Tickers
PGJ
Tags
PGJ
Invesco
Nasdaq Portfolio Solutions Channel
From
ETF Trends
QQQA Picks the Best Momentum Companies as the Nasdaq Continues to Hit Records
August 27, 2021
Tickers
QQQ
QQQA
Tags
Nasdaq Portfolio Solutions Channel
Dorsey Wright
QQQ
From
ETF Trends
Bitcoin on the Move Reflects Resiliency of Crypto
August 26, 2021
Tickers
BITCOMP
BLCN
USD-BITSTAMP
USD-COINBASE
Tags
BLCN
Siren ETFs
bitcoin
From
ETF Trends
When Will Smaller Biotech Firms Get Their Big Break?
August 25, 2021
Tickers
IBBJ
Tags
Nasdaq Portfolio Solutions Channel
Defiance ETFs
IBBJ
From
ETF Trends
An Easy to Implement Sector Rotation Strategy
August 24, 2021
Tickers
FTXR
FV
QTEC
Tags
First Trust
FTXR
Nasdaq Portfolio Solutions Channel
From
ETF Trends
Pfizer-BioNTech COVID-19 Vaccine Garners Full FDA Approval
August 24, 2021
Tickers
BIB
Tags
BIB
vaccine
Proshares
From
ETF Trends
‘CFO’ Ameliorates Concerns over a ‘Wobbly’ Market
August 23, 2021
Tickers
CFO
Tags
Nasdaq Portfolio Solutions Channel
CFO
VictoryShares
From
ETF Trends
Bet on Biotech Small Caps to Bounce Back
August 19, 2021
Tickers
IBBJ
Tags
Defiance
IBBJ
Nasdaq Portfolio Solutions Channel
From
ETF Trends
40 Million T-Mobile Customers’ Personal Info Hacked
August 18, 2021
Tickers
UCYB
Tags
Proshares
Nasdaq Portfolio Solutions Channel
ucyb
From
ETF Trends
The Current U.S. Infrastructure Water Grade? An Abysmal D+
August 17, 2021
Tickers
FIW
Tags
First Trust
Nasdaq Portfolio Solutions Channel
FIW
From
ETF Trends
‘QQQA’ Won’t Miss Its Shot as Pfizer and Moderna Set to Profit with Boosters
August 13, 2021
Tickers
QQQA
Tags
Nasdaq Portfolio Solutions Channel
COVID/19
Proshares
From
ETF Trends
A Big Infrastructure Bill Would Be Wonderful for This Wind ETF
August 13, 2021
Tickers
FAN
Tags
First Trust
Nasdaq Portfolio Solutions Channel
FAN
From
ETF Trends
What Prompted China’s Regulatory Crackdown?
August 11, 2021
Tickers
PGJ
Tags
Invesco
PGJ
Nasdaq Portfolio Solutions Channel
From
ETF Trends
Reasons for Optimism in the European Markets
August 10, 2021
Tickers
FEUZ
Tags
First Trust
FEUZ
Nasdaq Portfolio Solutions Channel
From
ETF Trends
Natural Gas Isn’t So Cheap Anymore
August 10, 2021
Tickers
FCG
Tags
FCG
Nasdaq Portfolio Solutions Channel
First Trust
From
ETF Trends
With the Labor Market Looking Up, ‘CFA’ Is Primed for Performance
August 09, 2021
Tickers
CFA
Tags
CFA
Victory Capital
VictoryShares
From
ETF Trends
Biden’s EV Plan Could Put This Automotive ETF in the Fast Lane
August 05, 2021
Tickers
CARZ
Tags
Nasdaq Portfolio Solutions Channel
First Trust
carz
From
ETF Trends
A Longer-Term Approach to Investing in China
August 04, 2021
Tickers
PGJ
Tags
Nasdaq Portfolio Solutions Channel
Invesco
PGJ
From
ETF Trends
< Previous
1
2
3
4
5
6
Next >
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.