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 SPYX
Recent news which mentions SPYX
David Tepper's Hedge Fund Bets On Intel, UnitedHealth; Cuts Position In Four Mag 7 Stocks
August 15, 2025
Tickers
AAPL
AMZN
AVGO
BABA
Tags
LHX
David Tepper
UNH
From
Benzinga
Oil Investing In 2024: 4 ETFs To Consider For Backing Or Hedging Prices
December 29, 2023
Tickers
BP
CVX
IWM
SPY
Tags
CVX
SPY
Middle East
From
Benzinga
The Possible Policy Outcomes of the Midterms and How to Prep Your Portfolio
November 04, 2022
Tickers
CNRG
RFDA
RFFC
SPYX
Tags
Current Affairs
XOP
CNRG
From
ETF Trends
ETF Plays for the Potential Midterm Election Outcomes
November 02, 2022
Tickers
CNRG
FITE
RWR
SPYD
Tags
XES
XSD
SPYD
From
ETF Trends
Axelrod and Rove on What’s at Stake in the Midterms
November 01, 2022
Tickers
CNRG
SPYX
XES
XOP
Tags
State Street
XES
XOP
From
ETF Trends
Chart of the Week: Advisors Are Still Learning About ESG
September 29, 2022
Tickers
ESGU
SPDR
SPY
SPYX
Tags
expert insights
iShares
esg channel
From
ETF Trends
ETF Strategies to Access the Growing ESG Opportunities
September 16, 2022
Tickers
EFIV
ESIX
MBNE
NZUS
Tags
SPYX
mbne
REMG
From
ETF Trends
Beyond the Backlash: Why ESG Matters More Than Ever
September 15, 2022
Tickers
EFIV
NZUS
SPYX
Tags
Indexing
ETF 101
Webcasts
From
ETF Trends
ESG Is Not the Dark Lord We Do Not Speak Of
September 06, 2022
Tickers
CATH
ESG
ESGU
ESGV
Tags
ESGU
SPYX
esg channel
From
ETF Trends
Message to ESG Investors: Hold Steady
May 11, 2022
Tickers
EEMX
EFIV
LOWC
NZAC
Tags
spdr
state street global advisors
SPYX
From
ETF Trends
ESG Funds Rake in Capital — But for How Long?
May 04, 2022
Tickers
EEMX
EFIV
LOWC
NZAC
Tags
state street global advisors
SPYX
NZAC
From
ETF Trends
Evaluating Changes in Some Well-Known ESG Indexes
April 28, 2022
Tickers
CNRG
EFIV
ESIX
SPDR
Tags
ssga
esg channel
CNRG
From
ETF Trends
Become a More Climate-Conscious Investor on Earth Day
April 22, 2022
Tickers
EEMX
EFIV
LOWC
NZAC
Tags
NZAC
EEMX
LOWC
From
ETF Trends
Global Regulators Push Banks to Disclose Carbon Emissions
April 01, 2022
Tickers
EEMX
EFIV
LOWC
SPDR
Tags
state street global advisors
SPYX
spdr
From
ETF Trends
Taking Stock of ESG ETFs: 2022 Edition
February 25, 2022
Tickers
CRBN
DRIV
DSI
EAGG
Tags
VSGX
DSI
ESGU
From
ETF Trends
Coal Use Is Back Up — And So Are Emissions
February 17, 2022
Tickers
SPDR
SPYX
Tags
state street global advisors
SPYX
spdr
From
ETF Trends
A dirty secret: Here’s why your ESG ETF likely owns stock in fossil-fuel companies
February 10, 2022
Tickers
BEP
CHGX
ESGU
ESGV
Tags
ESGV
USSG
FSLR
From
MarketWatch
Apple CEO Tim Cook Reaffirms Commitment to Being Carbon Neutral by 2030
February 07, 2022
Tickers
SPDR
SPYX
Tags
esg channel
spdr
state street global advisors
From
ETF Trends
An Advisor’s Guide to the Alphabet Soup of ESG Investing
January 07, 2022
Tickers
CNRG
SHE
SPDR
SPYX
Tags
ESG investing
esg channel
SHE
From
ETF Trends
Start ESG Investing in 2022 With These 5 ETFs
January 05, 2022
Tickers
DSI
ESGV
ICLN
SPYX
Tags
ICLN
Recent Press Releases
ESGV
From
Motley Fool
Top 5 State Street Global Advisors ESG Funds by Flows
December 27, 2021
Tickers
CNRG
EFAX
EFIV
SHE
Tags
CNRG
SPYX
EFAX
From
ETF Trends
What Trump-Era Rollbacks on ESG Investments Mean for Advisors
December 16, 2021
Tickers
HAL
SPY
SPYX
VLO
Tags
HAL
ssga
VLO
From
ETF Trends
The Supply Chain Problem and Amazon’s Solution
December 07, 2021
Tickers
SPDR
SPY
SPYX
Tags
Supply Chain
esg channel
SPYX
From
ETF Trends
Renewable Energy Transition Needs to Happen Rapidly
November 22, 2021
Tickers
SPDR
SPY
SPYX
Tags
SPYX
esg channel
energy sector
From
ETF Trends
Countries Still Can’t Agree on Global Carbon Markets
November 12, 2021
Tickers
SPYX
Tags
carbon allowances
esg channel
Carbon Emissions
From
ETF Trends
Soaring Oil Prices Could Push for Clean Energy Faster
November 05, 2021
Tickers
SPDR
SPY
SPYX
Tags
SPYX
SPY
state street global advisors
From
ETF Trends
ESG Investing Is Taking Its Toll on Traditional Energy Stocks
October 13, 2021
Tickers
SPDR
SPY
SPYX
Tags
state street global advisors
SPY
SPYX
From
ETF Trends
Oil Spill off California Coast Has “Catastrophic” Consequences
October 04, 2021
Tickers
SPDR
SPY
SPYX
Tags
spdr
state street global advisors
SPY
From
ETF Trends
Clients Asking About ESG More Often
September 28, 2021
Tickers
SPDR
SPY
SPYX
Tags
esg channel
state street global advisors
SPY
From
ETF Trends
Exxon Mobil Stock Is Still Worth It, If Only for the Juicey Dividend
September 09, 2021
Tickers
ICLN
PBW
SPYX
XOM
Tags
Market News
XOM
SPYX
From
InvestorPlace
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.