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 Webcasts
Recent news which mentions Webcasts
< Previous
1
2
...
8
9
10
11
12
13
14
15
Next >
RENEWABLE+ Series: Floating offshore wind: How the U.S. can take the lead
February 17, 2022
Tags
Webcasts
From
Geothermal Energy RSS Feed
RENEWABLE+ Series: Floating offshore wind: How the U.S. can take the lead
February 17, 2022
Tags
Webcasts
From
Green Power RSS Feed
Get Ahead of the Curve: How to Invest in the Green Energy Transition
February 16, 2022
Tickers
GMET
SMOG
YUMY
Tags
ETF 101
beyond basic beta channel
Indexing
From
ETF Trends
An Inflation Toolkit for Advisors From WisdomTree
February 09, 2022
Tickers
AGZD
GCC
GDMN
HYZD
Tags
AGZD
WisdomTree Investments
modern alpha channel
From
ETF Trends
Your Inflation Toolkit: A Walkthrough for Advisors
February 07, 2022
Tickers
AGZD
GDMN
USFR
WTMF
Tags
modern alpha channel
GDMN
WTMF
From
ETF Trends
When It Comes to Innovative ETF Strategies, Look to the Long Term
February 07, 2022
Tickers
ARKK
Tags
Webcasts
ETF 101
ARKK
From
ETF Trends
Volatility Is Not a Bad Word With a Long-Term Time Horizon
February 04, 2022
Tickers
ARKF
ARKG
ARKK
ARKQ
Tags
ARKG
ARKQ
ETF 101
From
ETF Trends
Nontraditional Strategies to Consider in a Rising Rate Environment
February 04, 2022
Tickers
PFFA
PFFR
SEIX
UTES
Tags
UTES
SEIX
Webcasts
From
ETF Trends
What to Do With the Bond Portion of Your Portfolio
February 03, 2022
Tickers
PFIX
TYA
Tags
Inflation
TYA
rising rate environment
From
ETF Trends
Non-Traditional Income: Strategies for a Rising Rate Environment
February 02, 2022
Tickers
AMZA
MLPS
SEIX
UTES
Tags
featured
AMZA
UTES
From
ETF Trends
The Value and Importance of Currency Hedging in 2022
February 02, 2022
Tickers
DBAW
DBEF
DWS
Tags
DBAW
DBEF
3EDGE Asset Management
From
ETF Trends
What to Do With the “40” in the 60/40
February 01, 2022
Tickers
PFIX
TYA
Tags
Bond ETFs
featured
ETF 101
From
ETF Trends
Peyton Manning Discusses Performance and Winning Strategies
February 01, 2022
Tags
Webcasts
Nationwide
retirement income channel
From
ETF Trends
DWS’s Currency Forecast for 2022: Don’t Be Caught Off-Guard by Currency Fluctuations
January 31, 2022
Tickers
DBAW
DBEF
DBEM
Tags
DBAW
DBEF
Deutsche Bank
From
ETF Trends
An Advisor’s Guide to Stacking Return Strategies in Low-Return Environments
January 31, 2022
Tickers
NTSX
Tags
resolve asset management global
Newfound Research
NTSX
From
ETF Trends
Investing in the Power of Change at the Shareholder Level
January 28, 2022
Tickers
VOTE
Tags
Dave Nadig
vote
featured
From
ETF Trends
Stacking Returns Strategies for Overcoming a Low Return Environment
January 27, 2022
Tickers
GTR
QGRO
ROMO
Tags
gtr
Webcasts
ETF 101
From
ETF Trends
A 2022 Outlook With ProShares: Stocks, Bonds, and Digital Assets
January 27, 2022
Tags
stocks
tom lydon
investment opportunities
From
ETF Trends
How Active Ownership Drives Positive Change
January 26, 2022
Tickers
VOTE
Tags
Socially Responsible ETFs
Webcasts
vote
From
ETF Trends
2022 Market Outlook: Optimism for Stocks, Concern for Bonds, and a Look at Digital Assets
January 25, 2022
Tickers
BITO
CLIX
EMTY
HYHG
Tags
Retail
Webcasts
crypto channel
From
ETF Trends
ETFs That Take Cues From Moneyball to Avoid Market Losers
January 25, 2022
Tickers
AVDG
AVDR
Tags
Webcasts
AVDR
Indexing
From
ETF Trends
Moneyball Investing: To Win Big, Avoid the Losers
January 24, 2022
Tickers
AVDG
AVDR
Tags
Webcasts
AVDR
Indexing
From
ETF Trends
Investing in the Electric Vehicle Ecosystem With KraneShares
January 24, 2022
Tickers
KARS
Tags
KARS
china insights channel
KraneShares
From
ETF Trends
Electric Vehicles and Getting Beyond Tesla
January 21, 2022
Tickers
KARS
Tags
Webcasts
KraneShares
Automobiles
From
ETF Trends
A Discussion on Advisor Sentiment Towards Crypto With Bitwise
January 21, 2022
Tags
Dave Nadig
Matt Hougan
Webcasts
From
ETF Trends
Survey Says: What Advisors Think About Crypto Right Now
January 20, 2022
Tickers
BITQ
Tags
Bitcoin ETF
Indexing
ETF 101
From
ETF Trends
A Guide to Investing in Emerging Asian Markets Outside of China
January 19, 2022
Tickers
CUBS
Tags
tom lydon
CUBS
dawn global management
From
ETF Trends
Forget China; How to Get Exposure to the Fastest-Growing Asian Emerging Markets
January 14, 2022
Tickers
CUBS
Tags
Global ETFs
Current Affairs
CUBS
From
ETF Trends
Income Opportunities and Outlook for Energy Infrastructure in 2022
January 13, 2022
Tickers
AMLP
ENFR
Tags
Alerian
SS&C
ENFR
From
ETF Trends
ETF Strategies to Help You Diversify Your Portfolio for 2022
January 13, 2022
Tickers
BLHY
JOET
NFLT
VABS
Tags
Actively Managed ETFs
NFLT
BLHY
From
ETF Trends
< Previous
1
2
...
8
9
10
11
12
13
14
15
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.