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
...
7
8
9
10
11
12
13
14
15
...
25
26
Next >
Nifty Real Estate ETF Is Home to Some Bargains
December 21, 2023
Tickers
WTRE
Tags
wtre
WisdomTree
modern alpha channel
From
ETF Trends
Expect More AI Regulations in 2024
December 21, 2023
Tickers
WTAI
Tags
modern alpha channel
WTAI
WisdomTree
From
ETF Trends
Capitalize on 2024 China Opportunities With CXSE
December 19, 2023
Tickers
CXSE
Tags
WisdomTree
CXSE
modern alpha channel
From
ETF Trends
Cybersecurity Growth Prospects Remain Attractive
December 18, 2023
Tickers
WCBR
Tags
WCBR
WisdomTree
modern alpha channel
From
ETF Trends
Investing in an Inverted World
December 17, 2023
Tags
WisdomTree
modern alpha channel
From
ETF Trends
Behind the Markets: Looking at New Economy Real Estate in December 2023
December 16, 2023
Tags
WisdomTree
modern alpha channel
From
ETF Trends
WisdomTree’s Professor Siegel on Market Outlook
December 14, 2023
Tickers
TIPS
Tags
featured
bonds
modern alpha channel
From
ETF Trends
DGRW Has Hallmarks of a Great Dividend ETF
December 13, 2023
Tickers
DGRW
Tags
WisdomTree
DGRW
modern alpha channel
From
ETF Trends
Ongoing Tech Action in Emerging Markets ETF XSOE
December 12, 2023
Tickers
XSOE
Tags
WisdomTree
tech action
Emerging Markets
From
ETF Trends
World Markets Watchlist: December 11, 2023
December 11, 2023
Tickers
DXJ
EWH
HEDJ
INDA
Tags
SPY
EWH
KraneShares
From
ETF Trends
India ETFs Could Extend Gains in 2024
December 11, 2023
Tickers
EPI
Tags
WisdomTree
EPI
modern alpha channel
From
ETF Trends
Behind the Markets: Placing “China Risk” Into Perspective
December 10, 2023
Tags
WisdomTree
model portfolio channel
modern alpha channel
From
ETF Trends
VettaFi Voices On: The Outlook for 2024
December 08, 2023
Tickers
ALPS
AMLP
ARKG
BATT
Tags
ENFR
spdr etfs
IJR
From
ETF Trends
India ETF EPI’s AUM Up Almost $1 Billion
December 08, 2023
Tickers
EPI
Tags
WisdomTree
EPI
model portfolio channel
From
ETF Trends
Look to Treasury ETF USFR Ahead of 2024 for Volatility-Free Income
December 07, 2023
Tickers
USFR
Tags
USFR
WisdomTree
FRNs
From
ETF Trends
Bull vs. Bear: ESG ETFs, the Post-Hype Sleeper?
December 06, 2023
Tickers
EFIV
ESG
RESD
SPY
Tags
iShares
expert insights
Gen Z
From
ETF Trends
Wager on WDNA for Biotech Rebound
December 06, 2023
Tickers
WDNA
Tags
modern alpha channel
WDNA
WisdomTree
From
ETF Trends
World Markets Watchlist: December 4, 2023
December 04, 2023
Tickers
DXJ
EWH
HEDJ
INDA
Tags
china insights channel
SPY
EWH
From
ETF Trends
India to Take Reins From China as Asia Growth Leader
December 04, 2023
Tickers
EPI
Tags
EPI
WisdomTree
modern alpha channel
From
ETF Trends
An Efficient Way to Access India’s Growth Story
December 02, 2023
Tags
modern alpha channel
model portfolio channel
WisdomTree
From
ETF Trends
Bitcoin ETF Approval: Mark Your Calendars For January As SEC Decides Crypto's Fate
December 01, 2023
Tickers
ARK
BITCOMP
BLK
SEC
Tags
News
WisdomTree
Invesco
From
Benzinga
The Case for India Investing Ahead of 2024
December 01, 2023
Tickers
EPI
INDA
Tags
India
INDA
india etf
From
ETF Trends
Counterpoint Debuts AI-Driven Quantitative Equity ETF
November 29, 2023
Tickers
AIEQ
AIVI
CPAI
DIP
Tags
advisorshares
WisdomTree
DIP
From
ETF Trends
Midcap Stocks, ETFs Should Shed Overlooked Status
November 28, 2023
Tickers
DON
Tags
DON
WisdomTree
modern alpha channel
From
ETF Trends
How Quality Growth ETF QGRW Outdoes QQQ
November 28, 2023
Tickers
QGRW
QQQ
V
Tags
QGRW
NASDAQ
m&a
From
ETF Trends
World Markets Watchlist: November 27, 2023
November 27, 2023
Tickers
DXJ
EWH
HEDJ
INDA
Tags
iShares
INDA
spdr etfs
From
ETF Trends
WisdomTree’s International Quality Dividend Growth Strategy: 10 Years Later
November 26, 2023
Tickers
DXJ
IHDG
IQDG
Tags
IQDG
DXJ
IHDG
From
ETF Trends
Cybersecurity—Do We See Risks Increasing?
November 25, 2023
Tags
modern alpha channel
WisdomTree
From
ETF Trends
2024 Could Bring Better Vibes for China ETFs
November 24, 2023
Tickers
CXSE
Tags
WisdomTree
model portfolio channel
modern alpha channel
From
ETF Trends
NVDA Earnings Boost Tech Real Estate ETF WTRE
November 22, 2023
Tickers
MSFT
NVDA
WTRE
Tags
artificial intelligence
tech real estate ETF
A/I/
From
ETF Trends
< Previous
1
2
...
7
8
9
10
11
12
13
14
15
...
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.