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 WisdomTree
Recent news which mentions WisdomTree
< Previous
1
2
3
4
5
6
7
8
9
...
25
26
Next >
This ETF Is Having a Moment. More Could Be in Store
August 26, 2025
Tickers
DDWM
Tags
model portfolio channel
modern alpha channel
WisdomTree
From
ETF Trends
World Markets Watchlist: August 25, 2025
August 25, 2025
Tickers
DXJ
EWC
EWH
HEDJ
Tags
INDA
expert insights
jennifer nash
From
ETF Trends
Under-the-Radar Members of $1 Billion ETF Flows Club
August 25, 2025
Tickers
FMDE
IDMO
WTV
Tags
Fidelity
VOO / Vanguard S&P 500 ETF
IDMO
From
ETF Trends
All Eyes on Jackson Hole
August 24, 2025
Tags
modern alpha channel
model portfolio channel
WisdomTree
From
ETF Trends
India’s Headlines Got Worse. The Investment Case Got Better.
August 23, 2025
Tags
WisdomTree
India
modern alpha channel
From
ETF Trends
Floating Rate Notes Primer Highlights Utility of This ETF
August 21, 2025
Tickers
USFR
Tags
USFR
WisdomTree
rate cuts
From
ETF Trends
Avoid Dividend Growth Disappointment
August 19, 2025
Tickers
DGRW
Tags
growth
modern alpha channel
model portfolio channel
From
ETF Trends
World Markets Watchlist: August 18, 2025
August 18, 2025
Tickers
DXJ
EWC
EWH
INDA
Tags
china insights channel
EWC
jedj
From
ETF Trends
The Defining Rivalry of the 21st Century: AI as the New Geopolitical Battlefield
August 17, 2025
Tickers
AI
GEOA
WTAI
Tags
WTAI
artificial intelligence
model portfolio channel
From
ETF Trends
The Right Bond ETF Can Make All the Difference
August 14, 2025
Tickers
AGGY
Tags
modern alpha channel
model portfolio channel
Bond ETF
From
ETF Trends
World Markets Watchlist: August 11, 2025
August 12, 2025
Tickers
DXJ
EWC
EWH
HEDJ
Tags
china insights channel
EWC
SPY
From
ETF Trends
Go With GEOA for Geopolitical Opportunities, Protection
August 12, 2025
Tickers
GEOA
Tags
GEOA
modern alpha channel
model portfolio channel
From
ETF Trends
Is a September Rate Cut Now in Play?
August 10, 2025
Tickers
SHAG
USSH
Tags
WisdomTree
ussh
september rate cut
From
ETF Trends
Golden Forecasts Could Boost This Gold ETF
August 07, 2025
Tickers
GDMN
GOLD
Tags
WisdomTree
Gold
modern alpha channel
From
ETF Trends
World Markets Watchlist: August 4, 2025
August 05, 2025
Tickers
DXJ
EWC
EWH
HEDJ
Tags
SPY
KraneShares
EWH
From
ETF Trends
This ETF Has the Cream of European Equity Crop
August 04, 2025
Tickers
OPPE
Tags
model portfolio channel
modern alpha channel
OPPE
From
ETF Trends
Looking Beyond Cap-Weighted ETF Giants
August 04, 2025
Tickers
DGRW
GFLW
GSEW
RSP
Tags
GFLW
large cap etfs
spdr
From
ETF Trends
The Future Is Custom
August 03, 2025
Tags
model portfolio channel
modern alpha channel
future
From
ETF Trends
Rebuilding Organic Growth in the Age of Digital First Impressions
August 02, 2025
Tags
model portfolio channel
modern alpha channel
organic growth
From
ETF Trends
EXCLUSIVE: Bitcoin ETF Experts On Past, Present And Future Of Sector — Why US Buying BTC Could Be 'Monumental Moment'
June 06, 2025
Tickers
BITB
BITCOMP
BTCW
COIN
Tags
MSTR
Interview
Benzinga
From
Benzinga
Jeremy Siegel Sounds The Tariff Alarm: Bulls May Want To Be Cautious
April 10, 2025
Tickers
DEF
IVV
IYW
SPY
Tags
Sector ETFs
TSX:DEF
Stories That Matter
From
Benzinga
US Stocks Likely To Open Higher As President Trump Announces $500 Billion AI Project: Oracle, Netflix, Nvidia Among Top Stocks To Watch
January 22, 2025
Tickers
ABT
ARM
JNJ
MSFT
Tags
ARM
US market preview
Stories That Matter
From
Benzinga
US Stocks Could Open On A Tentative Note; Nvidia, AMD And Toyota On Investors' Radar: Experts Flag Over Reliance On AI, Tech Stocks
January 07, 2025
Tickers
AMD
GETY
LCID
META
Tags
Benzinga
Economics
NVDA
From
Benzinga
Can US Keep Up With Other Markets On Digital Asset Regulation? 'Headwinds Are Turning Into Tailwinds,' Coinbase Exec Says
December 10, 2024
Tags
Rajeev Bamra
Gregg Wysocki
Benzinga
From
Benzinga
US Stocks Likely To Open Lower As Traders Await Slew Of Data: US-Listed Chinese Stocks In Focus Following Stimulus Pledge
December 10, 2024
Tickers
AI
AMD
AZO
BEKE
Tags
AMD
QQQ
BEKE
From
Benzinga
Here's How Much $100 Invested In XRP Token Today Will Be Worth If Crypto Returns To All-Time Highs
November 27, 2024
Tickers
SEC
Tags
if you invested
$XRP
ripple
From
Benzinga
US Stocks May Have A Slow Start As Trump's Tariff Threat Begins To Thwart Relief Rally: Analysts Remain Optimistic About AI-Linked Sectors Stocks
November 26, 2024
Tickers
BBY
BLBD
DELL
EXAS
Tags
Carson Group
Expert Ideas
Earnings
From
Benzinga
WisdomTree Files For XRP ETF Trust: Report
November 25, 2024
Tickers
NEWS
Tags
Stories That Matter
$XRP
XRP ETF
From
Benzinga
US Stocks Likely To Open In Red Amid Mounting Geopolitical Tensions: Wharton Economist Says Market Trajectory Will 'Heavily Depend' On Trump's Tariff Plans
November 19, 2024
Tickers
BKKT
DJT
GOOG
GOOGL
Tags
Earnings
WMT
Expert Ideas
From
Benzinga
US Futures Marginally Up As Investors Process Inflation Data Ahead Of Jerome Powell's Speech On Economy: Expert Says Fed Should 'Continue Recalibrating To Neutral' On Softer Inflation
November 14, 2024
Tickers
AAP
AMAT
ASML
CSCO
Tags
Jerome Powell
Carson Group
ASML
From
Benzinga
< Previous
1
2
3
4
5
6
7
8
9
...
25
26
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.