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 PBW
Recent news which mentions PBW
< Previous
1
2
Next >
Trump Administration Halts Solar, Wind Project Approvals—Clean Energy ETFs Drop
August 21, 2025
Tickers
FAN
ICLN
NEWS
PBW
Tags
ICLN
ETFs
Market News
From
Benzinga
Oklo Momentum Stalls: What This Means For Nuclear And Clean-Energy ETFs
August 13, 2025
Tickers
ICLN
NLR
OKLO
PBW
Tags
OKLO
QCLN
clean energy
From
Benzinga
All Hands On The Energy Deck
June 18, 2025
Tickers
PBW
XLE
Tags
ETFs
XLE
Market News
From
TalkMarkets
American Superconductor Cashes In On Stock Rally, Raises $115.5 Million Via Equity Offering
June 11, 2025
Tickers
AMSC
ICLN
NEWS
PBW
Tags
Financing
PBW
Briefs
From
Benzinga
Gevo's Ethanol Plant Sale Cuts $3 Million From Annual Expenses
May 28, 2025
Tickers
GEVO
NEWS
PBW
QCLN
Tags
Market News
Movers
Stories That Matter
From
Benzinga
Big Tax Cuts, Big Deficits: Wall Street Winners And Losers Emerge
May 22, 2025
Tickers
AAP
CIBR
CRWD
ENPH
Tags
Donald Trump
Goldman Sachs
Congress
From
Benzinga
Treasury Yields Top 5%: These 20 Stocks Tanked In Just One Hour
May 21, 2025
Tickers
ALAB
COIN
CRDO
CRWV
Tags
GDX
Market News
ETFs
From
Benzinga
First Solar Eyes Best 2-Day Rally Since 2013 After GOP Tax Plan Spares Key Clean Energy Credits
May 13, 2025
Tickers
ARRY
DQ
ENPH
FSLR
Tags
Expert Ideas
RUN
Market News
From
Benzinga
Hold Archer Aviation? Here Is Another Unstoppable Growth Stock and ETF to Buy in April
April 15, 2025
Tickers
ACHR
PBW
ROK
Tags
PBW
ROK
ACHR
From
Motley Fool
Tesla's China Rival XPeng Delivers Over 91,500 EVs In Q4, Eyes Massive Growth In Q1
March 18, 2025
Tickers
NEWS
PBW
SMOG
TSLA
Tags
Benzinga
why it's moving
Guidance
From
Benzinga
Altus Power Stock Gains On Heels Of $2.2 Billion TPG Rise Climate Deal
February 06, 2025
Tickers
AMPS
NEWS
PBW
Tags
Benzinga
why it's moving
AMPS
From
Benzinga
Gevo Buys Ethanol & CCS Assets, Secures Additional $100 Million Potential Funding For Net-Zero North Expansion
February 03, 2025
Tickers
GEVO
NEWS
PBD
PBW
Tags
PBD
Top Stories
News
From
Benzinga
Trump's Federal Spending Freeze Puts $3 Trillion In Limbo, Threatens Industries Like Clean Energy, Defense, Health Care
January 28, 2025
Tickers
ECON
HCA
LMT
NOC
Tags
TAN
LMT
Markets
From
Benzinga
Trump's First Day Sends Gold Miners, Defense Stocks Soaring, Solar Sliding
January 21, 2025
Tickers
DQ
ECON
EXK
FSLR
Tags
Benzinga
Large Cap
XME
From
Benzinga
EVgo Q3 Sales Surge 92% As Charging Revenues And Customer Growth Drive Performance; Stock Jumps
November 12, 2024
Tickers
EVGO
NEWS
PBW
SIMS
Tags
Benzinga
why it's moving
Stories That Matter
From
Benzinga
What's Going On With XPeng Stock Today?
October 15, 2024
Tickers
DRIV
NEWS
PBW
XPEV
Tags
Stories That Matter
why it's moving
Benzinga
From
Benzinga
What's Going On With XPeng Shares Today?
September 24, 2024
Tickers
HAIL
IPO
LOUP
NEWS
Tags
Markets
PBW
Briefs
From
Benzinga
What's Going On With XPeng Shares Premarket Thursday?
September 19, 2024
Tickers
HAIL
NEWS
PBW
XPEV
Tags
News
AI Generated
Briefs
From
Benzinga
What's Going On With XPeng Stock Today?
September 10, 2024
Tickers
EVS
HAIL
NEWS
PBW
Tags
Market News
Equities
Movers
From
Benzinga
What's Going On With XPeng Stock Today?
September 06, 2024
Tickers
HAIL
NEWS
PBW
XPEV
Tags
XPEV
Movers
Media
From
Benzinga
ChargePoint Leads The Charge: AI-Powered Repair Tool Aims To Fix EV Chargers Faster
August 29, 2024
Tickers
CHPT
NEWS
PBW
SIMS
Tags
Stories That Matter
Briefs
PBW
From
Benzinga
ChargePoint Faces Tough Q3 Outlook Amid Industry Headwinds, Says Analyst
August 28, 2024
Tickers
CHPT
NEWS
PBW
SIMS
Tags
Reiteration
Trading Ideas
Briefs
From
Benzinga
ChargePoint And Daimler Buses Team Up For EV Charging Solutions
August 27, 2024
Tickers
CHPT
NEWS
PBW
SIMS
Tags
Small Cap
News
Equities
From
Benzinga
Disruptive Theme of the Week: Themes for a Lower Rate Environment
August 22, 2024
Tickers
BATT
BBH
CARZ
CNRG
Tags
IBB
BBH
SILJ
From
ETF Trends
What's Going On With ChargePoint Stock Today?
August 08, 2024
Tickers
BLNK
CHPT
NEWS
PBW
Tags
CHPT
Benzinga
why it's moving
From
Benzinga
Why Is ChargePoint Stock Gaining Today?
July 25, 2024
Tickers
CHPT
EVS
NEWS
PBW
Tags
CHPT
why it's moving
Benzinga
From
Benzinga
What's Going On With ChargePoint Shares Today?
July 11, 2024
Tickers
CHPT
NEWS
PBW
SIMS
Tags
Stories That Matter
why it's moving
Benzinga
From
Benzinga
Why Battery Company Enovix Stock Is Surging Today
June 25, 2024
Tickers
ENVX
NEWS
PBW
ULTY
Tags
Movers
Contracts
Equities
From
Benzinga
What A Biden Or Trump Victory Might Mean For The Energy Sector
May 30, 2024
Tickers
AMLP
ESG
ICLN
PAVE
Tags
Politics
Benzinga
Analyst Ratings
From
Benzinga
Stocks Falter, Metals Fall As Traders Turn Cautious Ahead Of Fed Minutes, Nvidia Earnings; First Solar Hits Record Highs: What's Driving Markets Wednesday?
May 22, 2024
Tickers
ADI
BRC
DIA
DY
Tags
Treasuries
Sector ETFs
DIA
From
Benzinga
< Previous
1
2
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.