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 SPYI
Recent news which mentions SPYI
< Previous
1
2
3
4
Next >
Paltry S&P 500 Yield Makes This ETF Appealing
May 11, 2026
Tickers
NEOS
SPYI
Tags
SPYI
Tax Efficient Income Content Hub
monthly income Content Hub
From
ETF Trends
The ETF Growth Spurt: Looking Past the S&P 500 Giants
May 04, 2026
Tickers
ALPS
BKGI
ELFY
IAUI
Tags
IAUI
QQQI
NEOS
From
ETF Trends
Modernize Fixed Income Portfolios With Income Alternatives
May 01, 2026
Tickers
INTM
JAAA
JEPI
MUNI
Tags
Fixed Income Content Hub
NEOS
SPYI
From
ETF Trends
Wrap-Up From VettaFi’s Q2 Market Outlook Symposium
May 01, 2026
Tickers
CAIE
CAIQ
DRNZ
FBND
Tags
NEOS Investments
Reckoner Capital Management
todd rosenbluth
From
ETF Trends
Q2 Symposium: Navigating the Options Boom With NEOS Investments
May 01, 2026
Tickers
IWMI
QQQI
SPYI
Tags
SPYI
Section 1256 Contracts
Options/Based ETFs 2026
From
ETF Trends
VIDEO: ETF of the Week: XLKI
August 11, 2025
Tickers
SPY
SPYI
XLEI
XLK
Tags
Podcasts
XKY
XKLI
From
ETF Trends
Troy Cates of NEOS Talks Tax-Efficient Income in 2025
August 04, 2025
Tickers
QQQI
SPYI
Tags
2025 Alternatives Symposium
QQQI
Tax Efficient Income Channel
From
ETF Trends
State Street Gives Sector Investors an Income Boost
July 30, 2025
Tickers
GPIX
JEPI
NEOS
SPDR
Tags
xlbi
xlei
xlri
From
ETF Trends
51-Year-Old Making $4,970 a Month In Dividends Shares His Top 6 Stocks, Aims To 'Create Generational Wealth For Kids And Their Families'
April 30, 2025
Tickers
AVGO
BND
HD
JEPQ
Tags
Personal Finance Access
news access
Personal Finance
From
Benzinga
50-Year-Old Investor Craves 8%+ Yield, Snubs Ford, Chases Durable Dividends – 'I Am Willing To Consider Anything' For Monthly Income
April 21, 2025
Tickers
ARCC
BBDC
BCSF
BTI
Tags
Market News
F
MORT
From
Benzinga
34-Year-Old Gambles His Entire Future On Just 3 ETFs – 'Is This A Dumb Idea Or Am I Onto Something?' Reddit Explodes Over His Risky Bet
April 03, 2025
Tickers
JEPI
SCHD
SCHG
SPYI
Tags
VTWO
news access
VOO
From
Benzinga
Desperate Investor With $50K Seeks 'The Highest Possible Dollar Amount Of A Dividend Payment' – 'What Fund Would You Buy?' Reddit Erupts
April 01, 2025
Tickers
DIVO
FEPI
JEPI
JEPQ
Tags
PLTY
Personal Finance Access
DIVO
From
Benzinga
Early Retiree Making $170,00 a Year in Dividends Shares Top 7 Stock Picks, Says 'I've Zero Regrets'
March 29, 2025
Tickers
JAAA
JBBB
JEPI
JEPQ
Tags
PFFA
Benzinga
Personal Finance
From
Benzinga
62-Year-Old With $400K And 8 Months To Retire Faces Huge Dilemma – 'How Would You Invest $400K?' Redditors Debate Best Low-Risk Moves
March 28, 2025
Tickers
ARCC
BXSL
CSWC
EPD
Tags
MPLX
SCHD
BXSL
From
Benzinga
50-Year-Old Early Retiree Making $175,000 in Dividends Shares Portfolio - 'Now I Spend on Travel, Cars and Doing What I Want'
March 28, 2025
Tickers
BMY
COP
CVX
JAAA
Tags
VEA
COP
news access
From
Benzinga
58-Year-Old With $3M Portfolio Makes Bold Retirement Move – 'I Want To Test It Out Before I Actually Retire' With $1M In Dividend Stocks
March 25, 2025
Tickers
ABR
ARCC
EOI
EOS
Tags
Personal Finance Access
VYMI
news access
From
Benzinga
Retiring In Months With $700,000, 62-Year-Old Plans $500,000 Move To Dividends – 'Should I Go All-In On JEPI, JEPQ, Or Riskier Plays?'
March 17, 2025
Tickers
CRF
DIVO
GPIQ
GPIX
Tags
GPIX
QQQI
PFFA
From
Benzinga
50-Year-Old Pours Cash Into SCHD, Plans Early Retirement Overseas – 'I'm Trying To Make About $25,000/Year In Dividends, Is This A Bad Idea?'
March 14, 2025
Tickers
JEPI
JEPQ
PBDC
QQQI
Tags
QQQI
Benzinga
SCHD
From
Benzinga
My $100,000 Dividend Portfolio Decision — JEPI, SPYI, Or XYLD
October 15, 2024
Tickers
DIVO
JEPI
QQQY
SCHD
Tags
SCHD
Markets
Expert Ideas
From
Benzinga
NEOS Expands Fixed Income Lineup With HYBI
October 02, 2024
Tickers
BNDI
CSHI
HYBI
NEOS
Tags
HYBI
SPYI
New ETFs
From
ETF Trends
NEOS Investments Thriving 2 Years Later
October 01, 2024
Tickers
BNDI
CSHI
IWMI
NEOS
Tags
NEOS
IWMI
Tax Efficient Income Channel
From
ETF Trends
Video: ETF of the Week: IWMI
September 30, 2024
Tickers
IWMI
NEOS
SPYI
Tags
etf of the week
Tax Efficient Income Channel
IWMI
From
ETF Trends
Get Paid to Wait Out Market Volatility With Options Strategies
September 05, 2024
Tickers
BNDI
CSHI
IWMI
NEOS
Tags
SPYI
CSHI
BNDI
From
ETF Trends
Predictable Portfolio Income During Unpredictable Times: My Favorite High-Income ETF That Pays Me Every Single Month
September 05, 2024
Tickers
JEPI
MSFT
SPYI
Tags
Market News
JEPI
SPYI
From
Benzinga
Harness Equity Volatility For Income With SPYI
August 26, 2024
Tickers
NEOS
SPYI
Tags
Tax Efficient Income Channel
SPYI
NEOS
From
ETF Trends
As Investors Return to Equities, Add S&P Income Exposure
August 23, 2024
Tickers
NEOS
SPYI
Tags
Tax Efficient Income Channel
NEOS
SPYI
From
ETF Trends
IWMI Roars Out of the Gate With 14.03% Distribution Yield
August 06, 2024
Tickers
IWMI
NEOS
QQQI
SPYI
Tags
SPYI
monthly income channel
QQQI
From
ETF Trends
How to Augment Your Retirement Income for Tax Efficiency
July 25, 2024
Tickers
BNDI
CSHI
IWMI
NEOS
Tags
CSHI
BNDI
monthly income channel
From
ETF Trends
1 ETF I Wouldn't Touch With a 10-Foot Pole
July 23, 2024
Tickers
BIZD
RYLD
SPYI
VOO
Tags
VOO
BIZD
RYLD
From
Motley Fool
Why Options Strategies Remain Popular in 2024
July 19, 2024
Tickers
BNDI
CSHI
IWMI
NEOS
Tags
NEOS
QQQI
IWMI
From
ETF Trends
< Previous
1
2
3
4
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.