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 etracs
Recent news which mentions etracs
Last Week in ETFs: 5 New Target-Maturity Bond ETFs Launch
June 17, 2024
Tickers
BECO
BSCY
BSJW
BTEK
Tags
ISZE
PBFR
BECO
From
ETF Trends
Underlying Index for AMLP, MLPB Reaches 5-Year High
February 28, 2024
Tickers
AMLP
MLPB
Tags
etracs
SS&C ALPS Advisors
energy infrastructure channel
From
ETF Trends
What Makes That Ticker Tick: Stacey Morris and AMZI
October 16, 2023
Tickers
AMLP
MLPB
Tags
Alerian
AMLP
energy infrastructure channel
From
ETF Trends
Energy Rallies With Oil – Is More in the Tank?
September 26, 2023
Tickers
AMLP
MLPB
OIL
Tags
expert insights
Alerian
AMLP
From
ETF Trends
UBS Lists Critical Technologies ETN on the NYSE
March 30, 2023
Tickers
UBS
Tags
UBS
featured
WUTC
From
ETF Trends
AMLP and MLPB Underlying Index Methodology Changes
March 02, 2023
Tickers
AMLP
UBS
Tags
etracs
MPLB
AMLP
From
ETF Trends
Energy Transfer LP Reports Q4 Earnings, Discusses Unitholder Returns
February 17, 2023
Tickers
AMLP
AMUB
MLPB
MLPR
Tags
MLPR
etracs
AMUB
From
ETF Trends
Midstream Buybacks Remained Strong in 1Q22
June 01, 2022
Tickers
AMLP
AMNA
AMND
ENFR
Tags
AMLP
AMND
mlpb
From
ETF Trends
Forget REITs: Try MLPs in Periods of Rising Rates
April 11, 2022
Tickers
AMJ
AMNA
Tags
JPMorgan
etracs
AMJ
From
ETF Trends
Does Your Portfolio Need More Income?
March 18, 2022
Tickers
AMJ
AMLP
AMNA
Tags
Alerian
AMLP
AMJ
From
ETF Trends
Investing in Energy Infrastructure: ETFs or ETNs?
January 27, 2022
Tickers
AMJ
AMLP
AMNA
ENFR
Tags
etracs
JPMorgan
AMJ
From
ETF Trends
Under the Hood of Alerian’s MLP Index, AMZ
January 25, 2022
Tickers
AMJ
AMUB
AMZ
MLPR
Tags
AMZ
MLPR
AMUB
From
ETF Trends
Yield Hunters Should Consider MLP ETFs
December 23, 2021
Tickers
AMJ
AMLP
AMNA
AMND
Tags
Current Affairs
Oil
Sector ETFs
From
ETF Trends
A Positive Outlook for MLP ETFs in the Year Ahead
December 10, 2021
Tickers
AMJ
AMLP
AMNA
ENFR
Tags
Infrastructure
Dividend ETFs
AMLP
From
ETF Trends
Midstream Maintaining and Growing Its Dividends
November 12, 2021
Tickers
AMND
UBS
Tags
etracs
Alerian
dividend growth
From
ETF Trends
Weathering the Inflationary Storm With Midstream Investment
November 11, 2021
Tickers
AMLP
ENFR
MLPB
MLPS
Tags
ENFR
mlpb
energy infrastructure channel
From
ETF Trends
Midstream Companies Experiencing an Increase in Free Cash Flow
November 04, 2021
Tickers
AMLP
ENFR
MLPB
UBS
Tags
etracs
AMLP
Alerian
From
ETF Trends
The Midstream Revenue Primer
October 29, 2021
Tickers
AMJ
AMLP
AMNA
EINC
Tags
AMLP
EINC
ENFR
From
ETF Trends
Midstream Dividend Announcements Abound
October 21, 2021
Tickers
AMLP
MLPA
MLPX
UBS
Tags
Alerian
AMLP
UBS
From
ETF Trends
Energy Transition Did Not Cause the European Crisis
October 19, 2021
Tickers
AMJ
AMLP
AMNA
ENFR
Tags
etracs
AMJ
Alerian
From
ETF Trends
Dual Drive Technology Wins Environmental Excellence Award
October 01, 2021
Tickers
AMPL
ENFR
MLPA
MLPB
Tags
UBS
SS&C
energy infrastructure channel
From
ETF Trends
MLP ETFs Can Help Augment Your Income Portfolio
September 24, 2021
Tickers
AMJ
AMLP
AMNA
ENFR
Tags
ALPS
JPMorgan Chase
Alerian
From
ETF Trends
Midstream Making ESG Strides
September 21, 2021
Tickers
AMJ
AMLP
AMNA
EINC
Tags
etracs
MLPA
JPMorgan Chase
From
ETF Trends
Midstream, MLP ETFs Could Benefit From the Improving Natural Gas Market
September 17, 2021
Tickers
AMJ
AMLP
AMNA
ENFR
Tags
MLPs
ETNs
Dividend ETFs
From
ETF Trends
Midstream ETFs Could Benefit from Transporting Hydrogen
September 15, 2021
Tickers
AMJ
AMLP
AMNA
ENFR
Tags
Current Affairs
etracs
JPMorgan Chase
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.