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 VCRB
Recent news which mentions VCRB
3 Active Bond Options as Asset Management Interest Heightens
August 13, 2025
Tickers
VCRB
VCRM
VGMS
Tags
active fixed income ETFs
VGMS
Vanguard
From
ETF Trends
Recession Or Not, Investors Can Benefit From Core Bonds
September 23, 2024
Tickers
BND
VCRB
VPLS
Tags
VCRB
bonds
VPLS
From
ETF Trends
2 Options to Consider as Active Bond Funds Outperform
September 13, 2024
Tickers
VCRB
VPLS
Tags
VCRB
active ETFs
active bond ETFs
From
ETF Trends
Election Year Adds Intrigue to Municipal Bonds
August 28, 2024
Tickers
VCRB
VTEB
VTES
Tags
VCRB
VTES
bonds
From
ETF Trends
3 ETF Options as Safe Haven Demand Drives Investors to Bonds
August 14, 2024
Tickers
BND
VCRB
VPLS
Tags
Vanguard
fixed income channel
BND
From
ETF Trends
Consider These Key Options for Core Bond Exposure
August 09, 2024
Tickers
BND
VCRB
Tags
VCRB
Vanguard
BND
From
ETF Trends
3 Core Options as Investors Add Bonds Ahead of Rate Cuts
August 01, 2024
Tickers
BND
VCRB
VPLS
Tags
passive
bonds
VCRB
From
ETF Trends
2 Investment-Grade Options as Investors Eschew Risky Debt
July 15, 2024
Tickers
BND
VCRB
Tags
VCRB
bonds
fixed income channel
From
ETF Trends
Active Bond ETFs Continue to See Record Inflows This Year
July 12, 2024
Tickers
VCRB
VPLS
Tags
fixed income channel
Vanguard
VPLS
From
ETF Trends
Investors Pile Into Bond Funds Amid Attractive Yields
July 10, 2024
Tickers
BND
VCRB
Tags
bonds
Yield
VCRB
From
ETF Trends
Magnificent Seven Covered Calls & Vanguard in Focus
July 08, 2024
Tickers
BALI
NEOS
SPYI
VCRB
Tags
SPYI
VCRB
featured
From
ETF Trends
Bullish Bets on Bonds Persist Despite Fed-Speak
June 20, 2024
Tickers
BND
VCRB
Tags
VCRB
bonds
passive
From
ETF Trends
Uncertainty Forces Investors to Rethink Active Management
June 17, 2024
Tickers
VCRB
VPLS
Tags
VCRB
active ETFs
bonds
From
ETF Trends
Bonds Push Higher as Signs Point to Fed Easing
June 10, 2024
Tickers
BND
VCRB
Tags
bonds
BND
fixed income channel
From
ETF Trends
Active Fixed Income ETF Inflows Outshine Passive Peers
June 04, 2024
Tickers
VCRB
VPLS
Tags
VPLS
fixed income channel
Vanguard
From
ETF Trends
Golden Age for Active Bond ETFs?
May 22, 2024
Tickers
BINC
CGCB
CGCP
OBND
Tags
YEAR
SRLN
OBND
From
ETF Trends
Vanguard Hiring Experienced Leader
May 15, 2024
Tickers
VCRB
VPLS
Tags
Featured
Expert Insights
VCRB
From
ETF Trends
April’s Sell-Off Opens Window of Opportunity for Bond Buyers
May 03, 2024
Tickers
BND
VCRB
Tags
VCRB
bonds
BND
From
ETF Trends
Surging Yields May Spell Opportunity for Active Bond Funds
May 01, 2024
Tickers
VCRB
VPLS
Tags
VCRB
VPLS
bonds
From
ETF Trends
Amid Subsiding Volatility, Get Core Bond Exposure
March 27, 2024
Tickers
BND
VCRB
Tags
BND
fixed income channel
Vanguard
From
ETF Trends
As Junk Bond Defaults Rise, Mitigate Risks With These Options
March 21, 2024
Tickers
BND
VCRB
Tags
Fixed Income
VCRB
fixed income channel
From
ETF Trends
Vanguard’s Recent Active ETF Expansion Worthy of Celebration
March 11, 2024
Tickers
BND
VCIT
VCRB
VGIT
Tags
Expert Insights
VCIT
Vanguard
From
ETF Trends
2 Options for Core Exposure as Investors Scramble to Bonds
March 11, 2024
Tickers
BND
VCRB
Tags
Vanguard
fixed income channel
BND
From
ETF Trends
As ETF Assets Grow, Get Active Exposure to Bonds
March 04, 2024
Tickers
VCRB
VPLS
Tags
fixed income channel
Vanguard
VPLS
From
ETF Trends
Actively Target Fixed Income Opportunities With VCRB & VPLS
January 10, 2024
Tickers
VCRB
VPLS
Tags
VCRB
VPLS
Vanguard
From
ETF Trends
Vanguard’s Sara Devereux: “We’re in a New Era for Fixed Income”
January 03, 2024
Tickers
VCRB
Tags
VCRB
fixed income channel
Vanguard
From
ETF Trends
2 Low-Cost ETFs for Dynamic Bond Exposure
December 19, 2023
Tickers
VCRB
VPLS
Tags
VCRB
active ETFs
active bond ETFs
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.