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 XMHQ
Recent news which mentions XMHQ
RPM Q3: Weather, Foreign Currency, and Lower Demand Weigh on Performance, Guidance Sees Modest Growth Ahead
April 08, 2025
Tickers
NEWS
PYZ
RPM
RTX
Tags
Large Cap
Guidance
Earnings
From
Benzinga
Analysts See Profit Pressure For Williams-Sonoma In 2025, But Brand Strength Remains Intact
March 20, 2025
Tickers
NEWS
SMCF
WSM
XMHQ
Tags
Stories That Matter
Large Cap
SMCF
From
Benzinga
EMCOR Expands Southeast Footprint With $865 Million Miller Electric Deal
January 14, 2025
Tickers
EME
NEWS
PKB
XMHQ
Tags
M&A
EME
Briefs
From
Benzinga
Acuity Brands Q1 Earnings: Revenue Miss, Smart Spaces Revenue Soars 14.5%, Expands Into Cloud Tech With $1.2 Billion Deal
January 08, 2025
Tickers
AYI
NEWS
QCLN
XMHQ
Tags
Stories That Matter
Briefs
Earnings
From
Benzinga
Rate Cuts to be Catalyst for Small-, Mid-Cap Quality ETFs
September 18, 2024
Tickers
XMHQ
XSHQ
Tags
XMHQ
XSHQ
Invesco
From
ETF Trends
Fill Gaps in SMID-Cap Exposure With XMHQ and XSHQ
July 22, 2024
Tickers
SPHQ
XMHQ
XSHQ
Tags
Innovative ETFs channel
Invesco
XMHQ
From
ETF Trends
These Midcap ETFs Offer a ‘Goldilocks’ Solution
June 26, 2024
Tickers
GRPM
XMHQ
Tags
GRPM
Innovative ETFs channel
Invesco
From
ETF Trends
4 Invesco ETFs That Could Help You Retire a Millionaire
May 05, 2024
Tickers
PNQI
QQQ
SPHQ
XMHQ
Tags
SPHQ
XMHQ
PNQI
From
Motley Fool
A Middle Ground ETF Solution to S&P 500 Overconcentration
April 15, 2024
Tickers
XMHQ
Tags
Innovative ETFs channel
Invesco
quality
From
ETF Trends
Invesco’s Nick Kalivas on Midcap Investing and Factor Strategies
April 10, 2024
Tickers
GRPM
XMHQ
Tags
nick kalivas
XMHQ
Innovative ETFs Channel
From
ETF Trends
For Investors Who Prioritize Quality, Consider These 3 ETF Options
April 03, 2024
Tickers
SPHQ
XMHQ
XSHQ
Tags
quality
XMHQ
XSHQ
From
ETF Trends
Super Micro's Strategic Moves and AI Chip Alliances Catapults Stock, Enters S&P 500 Index
March 18, 2024
Tickers
AMD
DELL
HPE
NEWS
Tags
Top Stories
Stock Battles
NVDA
From
Benzinga
Top Stock Picks 2024: 3 Market Mavericks Defying Economic Trends
February 01, 2024
Tickers
DECK
IVE
IWF
META
Tags
Stocks to Buy
Market News
XMHQ
From
InvestorPlace
3 Mid-Cap ETFs to Buy for the Next Decade
January 31, 2024
Tickers
COWZ
SDVY
XMHQ
Tags
Mutual Funds & ETFs
BATS:COWZ,NYSEARCA:XMHQ,NASDAQ:SDVY
SDVY
From
InvestorPlace
Midcaps Poised to Outperform Large-Caps
January 10, 2024
Tickers
XMHQ
Tags
Invesco
Innovative ETFs channel
XMHQ
From
ETF Trends
Use XMHQ, XSHQ to Fill Gaps in Quality SMID-Cap Exposure
December 26, 2023
Tickers
SPHQ
XMHQ
XSHQ
Tags
SPHQ
Invesco
Innovative ETFs channel
From
ETF Trends
Invesco’s Quality ETFs Attract Significant Flows
October 27, 2023
Tickers
SPHQ
XMHQ
XSHQ
Tags
SPHQ
XSHQ
XMHQ
From
ETF Trends
If You Like SPHQ, Check Out Quality ETFs XMHQ and XSHQ
September 08, 2023
Tickers
SPHQ
XMHQ
XSHQ
Tags
Innovative ETFs channel
Invesco
XSHQ
From
ETF Trends
How Quality and Low Volatility Can Work Together in Portfolios
June 15, 2023
Tickers
EELV
IDHQ
IDLV
SPHQ
Tags
Invesco
XSLV
XSHQ
From
ETF Trends
Use XMHQ and XSHQ for Quality Exposure Down the Cap Spectrum
May 12, 2023
Tickers
SPHQ
XMHQ
XSHQ
Tags
Innovative ETFs channel
Invesco
XMHQ
From
ETF Trends
Strong April Equity Flows for Up-and-Coming ETFs
May 01, 2023
Tickers
JEPI
JSML
KIE
QUAL
Tags
spdr
expert insights
JPMorgan
From
ETF Trends
Minding the Middle with the Quality Factor
July 16, 2021
Tickers
XMHQ
Tags
Invesco
etf education channel
XMHQ
From
ETF Trends
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.