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 Investments
Recent news which mentions WisdomTree Investments
< Previous
1
2
3
4
5
6
7
8
9
Next >
The Case for Investment in Japan
July 21, 2022
Tickers
DXJ
Tags
WisdomTree Investments
Jeff Weniger
modern alpha channel
From
ETF Trends
Small-Caps Pricing in the Recession
July 20, 2022
Tickers
DES
DGRS
EES
Tags
DGRS
modern alpha channel
EES
From
ETF Trends
Get Ready for Earnings Season With EPS
July 18, 2022
Tickers
EPS
Tags
WisdomTree Investments
Earnings Season
EPS
From
ETF Trends
The Macro World Order: How Much Do Geopolitics Matter for Investors?
July 15, 2022
Tags
Podcasts
Liqian Ren
WisdomTree Investments
From
ETF Trends
International Investors Bailing on State-Owned Chinese Exposure
July 12, 2022
Tickers
USDU
Tags
USDU
modern alpha channel
WisdomTree Investments
From
ETF Trends
Cloud Computing is Down but Not Out: Investing With WCLD
July 11, 2022
Tickers
WCLD
Tags
model portfolio channel
WCLD
WisdomTree Investments
From
ETF Trends
S&P 500 Earnings Growth Expectations Favorable for Dividend ETFs
July 11, 2022
Tickers
DHS
DIVS
SDOG
TEQI
Tags
SS&C
DHS
ALPS
From
ETF Trends
Top Fed Official Supports Three-Quarter Point Rate Increase in July
July 07, 2022
Tickers
USFR
Tags
WisdomTree Investments
modern alpha channel
USFR
From
ETF Trends
Matthews Asia Hires Michael Barrer as Head of ETF Capital Markets
July 07, 2022
Tags
Matthews Asia
featured
WisdomTree Investments
From
ETF Trends
The Advisors Guide to Currency Hedging When the Dollar Is Strong
July 06, 2022
Tickers
DDLS
DDWM
DXGE
DXJ
Tags
DXJ
DDLS
HEDJ
From
ETF Trends
The Top 4 WisdomTree ETFs by Flows for June
July 05, 2022
Tickers
DHS
DLN
DXJ
USFR
Tags
DLN
model portfolio channel
WisdomTree Investments
From
ETF Trends
See Opportunity in China? CXSE Invests in Non-State-Owned Companies
June 30, 2022
Tickers
CXSE
Tags
model portfolio channel
WisdomTree Investments
modern alpha channel
From
ETF Trends
Want Dividends and Value? These Two Funds Offer the Most of Both
June 29, 2022
Tickers
DEM
DHS
Tags
modern alpha channel
WisdomTree Investments
DHS
From
ETF Trends
The Argument for Small-Cap Dividend Companies
June 27, 2022
Tickers
DGRS
Tags
dividends etf
model portfolio channel
DGRS
From
ETF Trends
Through Volatility, Cybersecurity Investments Could be an Opportunity
June 24, 2022
Tickers
WCBR
Tags
WisdomTree Investments
modern alpha channel
modern portfolio channel
From
ETF Trends
WisdomTree Once Again Wins “Asset Manager Website of the Year”
June 17, 2022
Tickers
DGRW
GCC
GDMN
HYZD
Tags
modern alpha channel
DGRW
HYZD
From
ETF Trends
Stronger Dividend Paying Companies Perform Best Historically
June 07, 2022
Tickers
DGRW
DHS
DLN
DTD
Tags
DGRW
Jeff Weniger
modern alpha channel
From
ETF Trends
An Advisor’s Guide to Roll Yields and GCC’s Return Potential
June 06, 2022
Tickers
GCC
Tags
modern alpha channel
WisdomTree Investments
model portfolio channel
From
ETF Trends
Systematizing Liquid Alternative Betas
May 30, 2022
Tags
modern alpha channel
WisdomTree Investments
model portfolio channel
From
ETF Trends
How to Remove Your Investment Bias in Shifting Markets
May 24, 2022
Tickers
DBMF
Tags
Dynamic Beta investments
Jeremy Schwartz
Managed Futures Channel
From
ETF Trends
It’s Been a Really Great Month for USFR
May 23, 2022
Tickers
USFR
Tags
modern alpha channel
WisdomTree Investments
model portfolio channel
From
ETF Trends
Biotech and Delisting Risk From China’s Perspective with WisdomTree
May 19, 2022
Tickers
CXSE
Tags
Podcasts
model portfolio channel
WisdomTree Investments
From
ETF Trends
Real Estate Opportunities in the New Economy with WisdomTree
May 17, 2022
Tickers
WTRE
Tags
wtre
Jeremy Schwartz
modern alpha channel
From
ETF Trends
An Advisor’s Guide to Currency Hedging and Why It Matters Again
May 12, 2022
Tickers
DDLS
DDWM
DXGE
DXJ
Tags
DXJS
EUSC
DXGE
From
ETF Trends
Microsoft’s Latest Launch Highlights Importance of Cybersecurity
May 10, 2022
Tickers
WCBR
Tags
model portfolio channel
WCBR
cybersecurity
From
ETF Trends
An Advisor’s Guide to Why Dividends Are So Popular Right Now
May 05, 2022
Tickers
DGRW
DHS
DLN
DTD
Tags
modern alpha channel
dividends
DGRW
From
ETF Trends
Don’t Sleep on This Fixed Income ETF That’s Bringing in Billions
May 03, 2022
Tickers
USFR
Tags
model portfolio channel
USFR
modern alpha channel
From
ETF Trends
WisdomTree’s Earnings Reflect Continued Organic Growth
April 29, 2022
Tags
WisdomTree Investments
earnings report
model portfolio channel
From
ETF Trends
On the Front Lines of Cybersecurity at Cyber Games
April 19, 2022
Tickers
WCBR
Tags
cyber attack
cyber security
WisdomTree Investments
From
ETF Trends
Microsoft Wants a Seat at the Tech Regulation Table
April 14, 2022
Tickers
PLAT
Tags
modern alpha channel
regulation
plat
From
ETF Trends
< Previous
1
2
3
4
5
6
7
8
9
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.