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 core strategies channel
Recent news which mentions core strategies channel
< Previous
1
2
3
4
5
6
7
8
9
...
18
19
Next >
Leading Active Equity ETF AVUS Surpasses $7 Billion in AUM
July 22, 2024
Tickers
AVUS
Tags
active equity ETF
core strategies channel
equity strategies
From
ETF Trends
How Active ETFs Build on Passive Benefits
July 19, 2024
Tickers
AVUS
Tags
core strategies channel
AVUS
Avantis
From
ETF Trends
American Century’s New Bond ETF Heads to California
July 18, 2024
Tickers
CATF
TAXF
Tags
core strategies channel
New ETFs
nyse
From
ETF Trends
3 Reasons Not to Miss This Active International Equity ETF
July 16, 2024
Tickers
AVDE
Tags
AVDE
active international equity ETF
core strategies channel
From
ETF Trends
American Century’s Greenblath on Fixed Income for Rest of 2024
July 09, 2024
Tickers
SDSI
Tags
corporate credit
Fixed Income
short duration
From
ETF Trends
Active Growth ETF FDG Far Outpaces SPY Returns in 1H
July 02, 2024
Tickers
FDG
Tags
core strategies channel
growth investing
FDG
From
ETF Trends
What Advisors Told VettaFi in First Half
July 01, 2024
Tickers
FBND
IGSB
JEPI
JEPQ
Tags
Vanguard
JPST
SPHQ
From
ETF Trends
Don’t Miss These 3 Foreign Equities Factor ETFs
June 27, 2024
Tickers
AVDV
AVIV
AVMV
Tags
AVIV
foreign equities ETFs
Avantis Investors
From
ETF Trends
Why Are Investors Looking to International Small Caps?
June 27, 2024
Tickers
AVDV
Tags
AVDV
American Century
Avantis Investors
From
ETF Trends
As Tech Bubble Risk Looms, Look to Large Cap Value
June 25, 2024
Tickers
AVLV
NVDA
Tags
AVLV
core strategies channel
NVDA
From
ETF Trends
How Active Small-Cap Value ‘AVUV’ Enhances Portfolios
June 25, 2024
Tickers
AVUV
Tags
AVUV
American Century
Avantis Investors
From
ETF Trends
Make the Most of International Equities With Active Management
June 18, 2024
Tickers
AVNM
Tags
Avantis Investors
core strategies channel
AVNM
From
ETF Trends
Make More Room for Midcap Investing
June 12, 2024
Tickers
AVMV
Tags
Avantis
Avantis ETFs
AVMV
From
ETF Trends
Active Growth ETF FDG a Top Low-Fee Performer in First Half of 2024
June 06, 2024
Tickers
FDG
Tags
FDG
American Century
core strategies channel
From
ETF Trends
3 Stocks to Watch in Active Growth ETF FDG
June 04, 2024
Tickers
FDG
HUBS
ISRG
REGN
Tags
HUBS
active growth ETF
REGN
From
ETF Trends
ESG Growth ETF ESGY to Hit 3-Year Milestone in June
May 31, 2024
Tickers
ESGY
SPY
Tags
core strategies channel
SPY
ESGY
From
ETF Trends
Look to Steady Long-Term Performance in Quality Growth ETF QGRO
May 28, 2024
Tickers
QGRO
Tags
growth strategies
quality growth ETF
quality firms
From
ETF Trends
As Advisors Underweight Large Cap Growth, Try FDG
May 21, 2024
Tickers
FDG
Tags
large cap growth underweight
core strategies channel
active large cap growth
From
ETF Trends
3 Reasons to Consider Small-Caps Now
May 17, 2024
Tickers
AVSC
AVUV
TXT
Tags
active ETFs
small/caps
AVUV
From
ETF Trends
As U.S. Consumers Run Out of Steam, Look to Emerging Markets
May 14, 2024
Tickers
AVEM
AVXC
Tags
core strategies channel
Emerging Markets
AVEM
From
ETF Trends
Active Management Shines Bright in this Small-Cap Value ETF
May 10, 2024
Tickers
AVUV
Tags
American Century
Avantis
AVUV
From
ETF Trends
As High Interest Rates Persist, Consider Quality ETFs
May 06, 2024
Tickers
QGRO
VALQ
Tags
QGRO
American Century
VALQ
From
ETF Trends
Consider Active Inflation ETF AVIE as Inflation Persists
May 01, 2024
Tickers
AVIE
Tags
American Century Investments
core strategies channel
Avantis Investors
From
ETF Trends
This Hidden Cost of Mutual Funds That Boosts ETFs
April 29, 2024
Tickers
FDG
Tags
FDG
American Century Investments
core strategies channel
From
ETF Trends
9 Views on Adding Current Income in 2024
April 25, 2024
Tickers
HIPS
KNGS
MUSI
PAPI
Tags
Schwab
core strategies channel
HIPS
From
ETF Trends
Why You’re Missing Out on Midcap Stocks
April 23, 2024
Tickers
AVMV
Tags
midcap stocks
Avantis
large cap stocks
From
ETF Trends
Where Are Asset Managers Taking on Credit Risk?
April 18, 2024
Tags
Goldman Sachs
credit risk
American Century Investments
From
ETF Trends
How Much Credit Risk Should You Take On?
April 11, 2024
Tickers
FIXD
GHYB
HYG
MUSI
Tags
Goldman Sachs
core strategies channel
HYG
From
ETF Trends
Don’t Miss These Active International Equities ETFs
April 09, 2024
Tickers
AVES
AVIV
Tags
foreign investing
core strategies channel
active international equities ETFs
From
ETF Trends
Active Small-Cap ETF AVUV in Top 5 for YTD Flows
April 04, 2024
Tickers
AVUV
Tags
core strategies channel
small cap strategies
flows
From
ETF Trends
< Previous
1
2
3
4
5
6
7
8
9
...
18
19
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.