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 WETF
Recent news which mentions WETF
WisdomTree Inv's Ex-Dividend Date Is Tuesday, Here's What You Need To Know
November 03, 2022
Tickers
WETF
Tags
Market News
Benzinga
BZI/ExDiv
From
Benzinga
Recap: Wisdom Tree Investments Q3 Earnings
October 28, 2022
Tickers
WETF
Tags
Benzinga
Market News
WETF
From
Benzinga
Earnings Scheduled For October 28, 2022
October 28, 2022
Tickers
AB
ABBV
AC
AON
Tags
ITCB
CRI
AB
From
Benzinga
Earnings Outlook For WisdomTree Investments
October 27, 2022
Tickers
WETF
Tags
WETF
Earnings
BZI/EP
From
Benzinga
Stocks That Hit 52-Week Lows On Wednesday
October 12, 2022
Tickers
VZ
WAL
WB
WBX
Tags
ZUMZ
WE
XEL
From
Benzinga
3 Under-the-Radar Penny Stocks With 100% Upside Potential
October 11, 2022
Tickers
ACT
CHS
GNW
WETF
Tags
BRK/BA
ACT
WETF
From
InvestorPlace
3 Penny Stocks That Are Too Cheap to Ignore
October 07, 2022
Tickers
ARLO
BLK
MNST
NTGR
Tags
ARLO
MUTF:FLPSX,NYSE:ARLO,NASDAQ:NTGR,NASDAQ:OSUR,NASDAQ:WETF,NYSE:UNH,NASDAQ:MNST,NYSE:BLK
WETF
From
InvestorPlace
Stocks That Hit 52-Week Lows On Monday
October 03, 2022
Tickers
SPR
SQ
SSP
SSSS
Tags
TREE
WE
TNL
From
Benzinga
3 Stocks That the World's Largest Hedge Fund Bought Hand Over Fist in Q2
September 02, 2022
Tickers
IBKR
PYPL
WETF
Tags
WETF
IBKR
PYPL
From
Motley Fool
Monday Is Your Last Chance To Buy WisdomTree Inv Before The Dividend Payout
August 04, 2022
Tickers
WETF
Tags
BZI/ExDiv
Market News
Benzinga
From
Benzinga
Recap: WisdomTree Inv Q2 Earnings
July 29, 2022
Tickers
WETF
Tags
Market News
Benzinga
WETF
From
Benzinga
Earnings Scheduled For July 29, 2022
July 29, 2022
Tickers
AB
ABBV
ABR
ABTX
Tags
AB
CRI
VRTS
From
Benzinga
WisdomTree Investments's Earnings Outlook
July 28, 2022
Tickers
WETF
Tags
Market News
Benzinga
BZI/EP
From
Benzinga
Where WisdomTree Inv Stands With Analysts
July 13, 2022
Tickers
WETF
Tags
Analyst Ratings
Market News
Benzinga
From
Benzinga
Stocks That Hit 52-Week Lows On Wednesday
July 13, 2022
Tickers
PLBY
PLL
PSHG
PTON
Tags
ZBRA
SEV
SAN
From
Benzinga
Monday Is Your Last Chance To Buy WisdomTree Inv Before The Dividend Payout
May 05, 2022
Tickers
WETF
Tags
WETF
Dividends
Benzinga
From
Benzinga
WisdomTree Inv: Q1 Earnings Insights
April 29, 2022
Tickers
WETF
Tags
WETF
BZI/Recaps
News
From
Benzinga
Earnings Scheduled For April 29, 2022
April 29, 2022
Tickers
AB
ABBV
ABTX
AON
Tags
CVX
BZI/UE
PIPR
From
Benzinga
WisdomTree Investments's Earnings Outlook
April 28, 2022
Tickers
WETF
Tags
BZI/EP
Benzinga
Market News
From
Benzinga
Stocks That Hit 52-Week Lows On Monday
March 07, 2022
Tickers
VEEV
VFC
VFF
VIOT
Tags
Benzinga
52/Week Lows
VIPS
From
Benzinga
Investors brace for U.S. CPI reading of close to 8% next week as risk of durable inflation grows
March 05, 2022
Tickers
BAC
CMA
TD
USFR
Tags
USFR
CMA
WETF
From
MarketWatch
Stocks That Hit 52-Week Lows On Friday
March 04, 2022
Tickers
SANA
SAP
SERA
SEV
Tags
SERA
SRNE
UDMY
From
Benzinga
Top News In Fintech And Beyond For February 11, 2022
February 10, 2022
Tickers
AXAHY
BAC
BNPQY
CBOE
Tags
AXAHY
GOOGL
Fintech
From
Benzinga
Wisdom Tree Investments: Q4 Earnings Insights
January 28, 2022
Tickers
WETF
Tags
Market News
Benzinga
WETF
From
Benzinga
Earnings Scheduled For January 28, 2022
January 28, 2022
Tickers
ABTX
ALV
BAH
BMI
Tags
PFS
PSX
Market News
From
Benzinga
Earnings Outlook For WisdomTree Investments
January 27, 2022
Tickers
WETF
Tags
WETF
Earnings
BZI/EP
From
Benzinga
Why Bitcoin Was Bouncing Back Today
December 21, 2021
Tickers
BITCOMP
BTC
SQ
USD-BITSTAMP
Tags
WETF
bitcoin
BTC
From
Motley Fool
WisdomTree Crypto Index: 7 Things to Know About the New Crypto Investing Index
December 03, 2021
Tickers
WETF
Tags
Market News
MATIC/USD
ETH/USD
From
InvestorPlace
WisdomTree Investments, inc (WETF) Q3 2021 Earnings Call Transcript
October 29, 2021
Tickers
WETF
Tags
WETF
Market News
From
Motley Fool
Earnings Scheduled For October 29, 2021
October 29, 2021
Tickers
ABBV
ABR
AON
ASIX
Tags
CCJ
LYB
BAH
From
Benzinga
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.