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 SPHB
Recent news which mentions SPHB
Momentum And High-Beta Equity Factors Lead Market This Year
August 14, 2025
Tickers
IJS
IVW
MTUM
SPHB
Tags
Market News
IVW
ETFs
From
TalkMarkets
The High Beta Melt Up: Echoes Of 1999
July 30, 2025
Tickers
ARKK
IVW
SPHB
SPLV
Tags
SPHB
Stocks / Equities
ARKK
From
TalkMarkets
S Visibility Improves, Investor Focus Can Return To America’s Dynamism
July 10, 2025
Tickers
FTLS
IAT
KRE
QQQ
Tags
IAT
ETFs
QQQ
From
TalkMarkets
Momentum Is Still 2025’s Top Performer For Equity Risk Factors
July 10, 2025
Tickers
MTUM
SPHB
SPY
Tags
Market News
ETFs
SPY
From
TalkMarkets
3 High Beta ETFs To Consider As Wall Street Welcomes Court Ruling On Tariffs, Tech Rebound
May 29, 2025
Tickers
AAPL
AMZN
FBCG
MSFT
Tags
Specialty ETFs
Market News
ETFs
From
Benzinga
ETFs Last Week: Funds Lead The Charge As Markets Stage A Return To Risk-On
April 28, 2025
Tickers
AAPL
AMZN
BBC
IBIT
Tags
SMH
Stories That Matter
AMZN
From
Benzinga
ETFs For The Brave: Are These High-Octane Funds Your Best Bet To Ride An Upward Market Swing?
April 15, 2025
Tickers
PDP
QQQ
SPHB
XLP
Tags
SPHB
Stories That Matter
PDP
From
Benzinga
Allegro MicroSystems Board Deems ON Semiconductor's $6.9B Offer 'Inadequate'
March 06, 2025
Tickers
ALGM
ETEC
NEWS
ON
Tags
M&A
Briefs
XSD
From
Benzinga
High Beta SPHB Continues Rally, Outpaced S&P 500 in July
August 01, 2023
Tickers
SPHB
Tags
SPHB
Innovative ETFs channel
Invesco
From
ETF Trends
Under the Hood of the 2 Top-Performing Factors YTD
July 10, 2023
Tickers
SPHB
SPHQ
Tags
Innovative ETFs channel
Invesco
SPHQ
From
ETF Trends
High Beta Factor ETF SPHB Rallies 14% in Past Month
June 13, 2023
Tickers
SPHB
Tags
Invesco
Innovative ETFs channel
SPHB
From
ETF Trends
High Beta ETF ‘SPHB’ Lifted by Heavy Tech Sector Tilt
June 01, 2023
Tickers
SPHB
Tags
Innovative ETFs channel
Invesco
SPHB
From
ETF Trends
High Beta, Growth Factors Lead in Q1 Performance
April 04, 2023
Tickers
SPHB
Tags
Invesco
Innovative ETFs channel
SPHB
From
ETF Trends
SPHB Maintains Leads Among S&P Factor Index Returns YTD
March 13, 2023
Tickers
SPHB
Tags
Invesco
Innovative ETFs channel
SPHB
From
ETF Trends
SPHB Provides Exposure to Top-Performing Factor YTD: High Beta
January 19, 2023
Tickers
SPHB
SPLV
Tags
Innovative ETFs channel
Invesco
SPHB
From
ETF Trends
SPHB Rallies as High Beta Is Second Top-Performing Factor YTD
January 11, 2023
Tickers
SPHB
SPLV
Tags
SPLV
SPHB
Invesco
From
ETF Trends
Smart Beta Is Alive and Well
January 09, 2023
Tickers
ALPS
LRGF
NOBL
OMFL
Tags
ssga
Exchange: An ETF Experience
SPYD
From
ETF Trends
Check Out These 6 Invesco ETFs for Small Size Factor Exposure
December 02, 2022
Tickers
RPV
RSP
SPHB
SPHD
Tags
SPVU
SPLV
RSP
From
ETF Trends
High Beta Outperforms in November — Check Out SPHB
December 01, 2022
Tickers
SPHB
Tags
SPHB
Innovative ETFs channel
Invesco
From
ETF Trends
High Beta Outperforms in July, SPHB Rallies
August 04, 2022
Tickers
SPHB
Tags
SPHB
Invesco
Innovative ETFs channel
From
ETF Trends
On Second Thought, Elon Musk Won’t Join Twitter’s Board
April 11, 2022
Tickers
EWCO
PBS
RSP
SPHB
Tags
SPHB
EWCO
Invesco
From
ETF Trends
High Rewards With a High Beta ETF
November 02, 2021
Tickers
SPDR
SPHB
SPY
Tags
state street global advisors
SPY
SPHB
From
ETF Trends
A Large-Cap ETF Worth the Risk
November 01, 2021
Tickers
SPHB
SPY
Tags
SPY
CFRA
todd rosenbluth
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.