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 SS&C
Recent news which mentions SS&C
< Previous
1
2
3
4
5
6
7
8
9
Next >
Don’t Fly By the Chance to Buy the Dip in JRNY
December 01, 2021
Tickers
JETS
JRNY
Tags
JRNY
SS&C
JETS
From
ETF Trends
Pfizer Vaccine Should Work Against Omicron, Just Less Efficiently
November 30, 2021
Tickers
SBIO
Tags
COVID/19
SS&C
biotech etf
From
ETF Trends
Three Ways to Tackle the Inflation Challenge
November 30, 2021
Tickers
AMLP
DIVS
REIT
Tags
Alerian
dividend channel
AMLP
From
ETF Trends
Dynamic Dividend Outlook Could Make SDOG Super
November 29, 2021
Tickers
DVY
HDV
SDOG
SDY
Tags
state street global advisors
SDY
SDOG
From
ETF Trends
Memeification of Biotech Stocks Shines Light on This ETF
November 24, 2021
Tickers
BBC
BBH
IBB
SBIO
Tags
ALPS
BlackRock
VanEck
From
ETF Trends
Energy Infrastructure vs. MLP ETFs
November 19, 2021
Tickers
AMLP
ENFR
MLPS
Tags
ETF 101
MLPs
Sector ETFs
From
ETF Trends
Dividend Renaissance Shows This Dividend Dog ETF Has Some Teeth
November 18, 2021
Tickers
DWX
IDOG
IQDY
SPDR
Tags
ETF Building Blocks Channel
FlexShares
proshares efad
From
ETF Trends
SDOG Has Both Yield and Payouts
November 17, 2021
Tickers
SDOG
Tags
SDOG
ALPS
ETF Building Blocks Channel
From
ETF Trends
Midstream Dividend Growth Outlook Is Perking Up
November 15, 2021
Tickers
AMLP
EINC
MLPA
Tags
MLPA
EINC
SS&C
From
ETF Trends
Inside the Connectivity of Disruptive Technologies
November 12, 2021
Tickers
DTEC
FTEC
XLK
Tags
FTEC
ETF Building Blocks Channel
Fidelity
From
ETF Trends
Investors Want More Dividends — SDOG Has Answers
November 11, 2021
Tickers
DVY
HDV
SDOG
SDY
Tags
ETF Building Blocks Channel
spdr
BlackRock
From
ETF Trends
Renewables Runway Still Looks Strong
November 10, 2021
Tickers
ACES
CNRG
FAN
SPDR
Tags
ETF Building Blocks Channel
FAN
spdr
From
ETF Trends
With Holiday Travel Season Beckoning, Good Time to Jump Into JRNY
November 08, 2021
Tickers
BJK
JETS
JRNY
Tags
ETF Building Blocks Channel
VanEck
ALPS
From
ETF Trends
Damp Out Inflation With Midstream Energy
November 05, 2021
Tickers
AMLP
EINC
MLPA
Tags
SS&C
EINC
MLPA
From
ETF Trends
Midstream Companies Experiencing an Increase in Free Cash Flow
November 04, 2021
Tickers
AMLP
ENFR
MLPB
UBS
Tags
UBS
mlpb
AMLP
From
ETF Trends
Renewable Energy Tax Policy Could Be Boon for ACES
November 04, 2021
Tickers
ACES
CNRG
FAN
SPDR
Tags
ETF Building Blocks Channel
FAN
spdr
From
ETF Trends
Three Dividend ETFs to Power Your Income Potential
November 04, 2021
Tickers
AMLP
BIZD
SDIV
Tags
sdiv
SS&C
BIZD
From
ETF Trends
Head to the Midstream for Strong Free Cash Flow
November 03, 2021
Tickers
EINC
ENFR
MLPA
Tags
ALPS
ENFR
energy infrastructure channel
From
ETF Trends
For Income, Don’t Pass Up MLP Pass-Through Potential
November 02, 2021
Tickers
AMLP
EINC
MLPA
Tags
Global X
VanEck
ETF Building Blocks Channel
From
ETF Trends
Energy ETFs Advance on Demand Outlook, Supply Constraints
November 01, 2021
Tickers
AMJ
AMLP
BNO
MLPS
Tags
Sector ETFs
state street global advisors
JPMorgan Chase
From
ETF Trends
Shift to Renewables Gains Speed
November 01, 2021
Tickers
ACES
CNRG
FAN
SPDR
Tags
SS&C
state street global advisors
ACES
From
ETF Trends
Biotech Ready to Participate in Healthcare Bullishness
October 29, 2021
Tickers
BBC
BBH
IBB
SBIO
Tags
SS&C
SBIO
iShares
From
ETF Trends
The Midstream Revenue Primer
October 29, 2021
Tickers
AMJ
AMLP
AMNA
EINC
Tags
EINC
MLPA
AMJ
From
ETF Trends
Inflation Is a Catalyst for This Sector’s ETF
October 27, 2021
Tickers
REIT
SCHH
SRVR
Tags
SCHH
SS&C
Charles Schwab
From
ETF Trends
There Will Be Bumps, But ACES Has Long-Term Potential
October 26, 2021
Tickers
ACES
CNRG
FAN
SPDR
Tags
CNRG
ALPS
spdr
From
ETF Trends
MLPs Offer Big Dividends, Nice Value
October 25, 2021
Tickers
AMLP
EINC
MLPA
Tags
energy infrastructure channel
AMLP
VanEck
From
ETF Trends
IEA Calls For Greater Investment In Clean Energy
October 23, 2021
Tickers
ACES
FAN
ICLN
TAN
Tags
FAN
ETF Building Blocks Channel
ALPS
From
ETF Trends
Home Sales Rose in September During Brief Decline in Mortgage Rates
October 22, 2021
Tickers
REIT
REM
SCHH
Tags
REM
BlackRock
REIT
From
ETF Trends
Tightening U.S. Supply Helps Lift Oil ETFs
October 22, 2021
Tickers
AMJ
AMLP
BNO
OIL
Tags
BNO
Energy ETFs
Alerian
From
ETF Trends
The Cure for Non-Committed Energy Exposure
October 22, 2021
Tickers
DVY
HDV
SDOG
SDY
Tags
BlackRock
spdr
ETF Building Blocks Channel
From
ETF Trends
< Previous
1
2
3
4
5
6
7
8
9
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.