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 UBOT
Recent news which mentions UBOT
Bill Gates And Jeff Bezos Backed Mining Startup Raises $537 Million, Targets Going Public In Few Years
January 03, 2025
Tickers
AI
AMZN
ARTY
BATT
Tags
ROBT
mining
Benzinga
From
Benzinga
Apple Services, AI Can Boost Stock as iPhone Sales Lag
August 21, 2024
Tickers
AAPU
AI
UBOT
Tags
UBOT
Direxion
Apple
From
ETF Trends
AI Adoption in the Crypto Space Can Push This ETF Even Higher
July 22, 2024
Tickers
AI
UBOT
Tags
artificial intelligence
AI
Leveraged & Inverse Channel
From
ETF Trends
Increased Spending Could Add More Fuel to the Hot AI Theme
July 08, 2024
Tickers
AI
NVDD
NVDU
SOXL
Tags
UBOT
SOXL
NVDU
From
ETF Trends
Apple’s Plans to Bolster AI Could Keep Its Stock in the Green
June 13, 2024
Tickers
AAPU
UBOT
Tags
UBOT
Direxion
Apple
From
ETF Trends
3 Ways Leveraged ETFs Help Traders Navigate Markets
May 29, 2024
Tickers
MIDU
NUGT
SPXL
TECS
Tags
TECS
TMV
TNA
From
ETF Trends
EXCLUSIVE: Investing In AI? Diversify 'Beyond The Likes Of NVIDIA' Says WisdomTree's CIO
May 21, 2024
Tickers
AI
ANEW
ARM
ASML
Tags
artificial intelligence
ASML
Stories That Matter
From
Benzinga
AI Investment Theme Extending Beyond U.S. Borders
April 11, 2024
Tickers
EDC
NVDU
UBOT
Tags
EDC
NVDU
Emerging Markets
From
ETF Trends
Can Nvidia Continue to Lead the Charge in AI?
March 24, 2024
Tickers
AAPU
GGLL
MSFU
NVDD
Tags
UBOT
NVDU
MSFU
From
ETF Trends
Nvidia’s Rally Casts Spotlight on 2 Leveraged ETFs
February 27, 2024
Tickers
NVDD
NVDU
UBOT
Tags
NVDD
leveraged & inverse channel
artificial intelligence
From
ETF Trends
This Leveraged ETF Is Up Almost 50% the Past 3 Months
February 13, 2024
Tickers
AI
NVDU
UBOT
Tags
Direxion
leveraged & inverse channel
AI
From
ETF Trends
Microsoft Stock Could Give Traders an Alternate Play on AI
February 05, 2024
Tickers
AI
MSFU
UBOT
Tags
UBOT
Microsoft
MSFU
From
ETF Trends
History Says Tech Sector Dominance Could Continue
February 01, 2024
Tickers
AAPU
AMZU
GGLL
MSFU
Tags
MSFU
NVDU
nasdaq 100
From
ETF Trends
Top Performing Leveraged/Inverse ETFs: 01/14/2024
January 17, 2024
Tickers
BNKD
BULZ
CLDL
FNGU
Tags
leveraged & inverse channel
TECL
BULZ
From
ETF Trends
Crypto And Artificial Intelligence: Like Peanut Butter And Jelly? 3 Reasons These Technologies Are A Match Made In Heaven.
January 11, 2024
Tickers
UBOT
Tags
Benzinga
artificial intelligence
Market News
From
Benzinga
Watch These ETFs in 2024 as Tech Stocks Could Soar Again
January 03, 2024
Tickers
AAPU
AMZU
GGLL
MSFU
Tags
TECL
Technology
GGLL
From
ETF Trends
AI Adoption in Healthcare Spells Opportunity in 2 ETFs
December 20, 2023
Tickers
AI
CURE
UBOT
Tags
healthcare technology
Healthcare
UBOT
From
ETF Trends
Artificial Intelligence ETF Holders Are 37% Richer: But Regulators See 'Emerging Threat' To Stability
December 15, 2023
Tickers
AI
AIQ
AMD
AVGO
Tags
GOOG
Regulations
AIQ
From
Benzinga
The Growing Story of AI in 2024 Should Push UBOT Even Higher
December 08, 2023
Tickers
AI
UBOT
Tags
Direxion
AI
leveraged & inverse channel
From
ETF Trends
Increased Defense Spending Could Lift DFEN
November 29, 2023
Tickers
DFEN
UBOT
Tags
UBOT
DFEN
artificial intelligence
From
ETF Trends
Spending on Cloud Services Hits $68 Billion in Q3
November 14, 2023
Tickers
CLDL
UBOT
Tags
Direxion
artificial intelligence
leveraged & inverse channel
From
ETF Trends
Microsoft Earnings Beat: What’s Next?
November 12, 2023
Tickers
CLDL
MSFD
MSFU
SOXL
Tags
Direxion
SOXS
MSFD
From
ETF Trends
Microsoft Edged Out Its Cloud Computing Competitors in Q3
October 31, 2023
Tickers
CLDL
MSFU
UBOT
Tags
Microsoft
MSFU
CLDL
From
ETF Trends
Cloud Computing and AI Will Be Persisting Themes in Tech
September 26, 2023
Tickers
CLDL
UBOT
Tags
CLDL
UBOT
cloud
From
ETF Trends
2 Leveraged ETF Options to Consider When Targeting AI
September 25, 2023
Tickers
AI
GGLL
UBOT
Tags
AI
leveraged & inverse channel
artificial intelligence
From
ETF Trends
Ernst & Young's Ambitious AI Agenda: $1.4B Investment, EY.ai EYQ, and Workforce Training
September 14, 2023
Tickers
ACN
AI
BOTZ
GOOG
Tags
NVDA
Market News
News
From
Benzinga
NVIDIA Stock Could Push This Leveraged AI ETF Even Higher
August 17, 2023
Tickers
AI
UBOT
Tags
Equity ETF Channel
Leveraged & Inverse Channel
Direxion
From
ETF Trends
Jim Cramer Thinks People Who Say AI Is Hype Are 'Only Fooling' Themselves - 3 ETFs To Take Advantage Of The AI Revolution
August 14, 2023
Tickers
FB
IYW
NVDA
SPRX
Tags
FB
IYW
NVDA
From
Benzinga
2 Options to Trade the Hype Around Artificial Intelligence
August 03, 2023
Tickers
AI
MSFU
UBOT
Tags
artificial intelligence
AI
leveraged & inverse channel
From
ETF Trends
Changing Workforce Underscores Growth of Artificial Intelligence
July 26, 2023
Tickers
AI
UBOT
Tags
AI
leveraged & inverse channel
UBOT
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.