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 expert insights
Recent news which mentions expert insights
< Previous
1
2
...
20
21
22
23
24
25
26
27
28
...
32
33
Next >
Countdown to Exchange: J.P. Morgan Asset Management’s Dr. David Kelly
February 09, 2024
Tags
Exchange: An ETF Experience
expert insights
exchange an etf experience
From
ETF Trends
Exchange: Talking Foreign Policy
February 08, 2024
Tags
Exchange: An ETF Experience
expert insights
exchange an etf experience
From
ETF Trends
ETF of the Week: Natixis Vaughan Nelson Select ETF (VNSE)
February 08, 2024
Tickers
VNSE
Tags
todd rosenbluth
portfolio construction channel
ETF of the Week
From
ETF Trends
Eaton Vance Loans Expertise to the ETF Market
February 08, 2024
Tickers
EVLN
FTSL
SPDR
SRLN
Tags
Expert Insights
ETF Yield Channel
Eaton Vance
From
ETF Trends
Understanding Cannabis ETFs’ Wacky Divergence
February 08, 2024
Tickers
MJ
MJUS
MSOS
MSOX
Tags
cannabis ETFs
POTX
MJUS
From
ETF Trends
This Is What Momentum Looks Like
February 07, 2024
Tags
commodities channel
Expert Insights
caleb sevian
From
ETF Trends
Natixis Leverages Affiliate Expertise in Its ETF Lineup
February 07, 2024
Tickers
GQI
LSGR
LSST
VNMC
Tags
portfolio construction channel
Nick Elward
LSST
From
ETF Trends
Countdown to Exchange: Re-Envision Wealth’s Anna N’Jie-Konte
February 06, 2024
Tags
Exchange: An ETF Experience
exchange an etf experience
expert insights
From
ETF Trends
READ: Road to Exchange: Marguerita Cheng
February 06, 2024
Tags
Featured
Exchange Channel
Video
From
ETF Trends
Countdown to Exchange: Dynasty’s Andrew Marsh
February 05, 2024
Tags
featured
dynasty financial partners
exchange an etf experience
From
ETF Trends
Exchange: The Other Big Game
February 05, 2024
Tags
Featured
Exchange: An ETF Experience
exchange
From
ETF Trends
The Latest News from the Labor Market
February 05, 2024
Tags
Featured
Innovative ETFs channel
expert insights
From
ETF Trends
Countdown to Exchange: GMO’s Jeremy Grantham
February 02, 2024
Tickers
GMO
QLTY
Tags
expert insights
GMO
exchange an etf experience
From
ETF Trends
This Week in ETFs: A Baker’s Dozen of New ETFs
February 02, 2024
Tickers
AIEQ
DCMB
FEBP
GLDB
Tags
SILJ
MDCP
GLDB
From
ETF Trends
WATCH: Road to Exchange: Marguerita Cheng
February 02, 2024
Tags
Jon Fee
Marguerita Cheng
Expert Insights
From
ETF Trends
ETF Investors Say “No Thanks” to Fee Hikes
February 02, 2024
Tags
Elisabeth Kashner
FactSet
Featured
From
ETF Trends
READ: Road to Exchange With Frazer Rice
February 02, 2024
Tags
Exchange: An ETF Experience
Expert Insights
Frazer Rice
From
ETF Trends
ETF of the Week: Invesco S&P 500 Equal Weight Technology ETF (RSPT)
February 01, 2024
Tickers
RSPT
Tags
Innovative ETFs channel
Expert Insights
chuck jaffe
From
ETF Trends
Exchange: How to Build Portfolios Using ETFs
February 01, 2024
Tickers
ROE
TACK
Tags
24 Exchange
Exchange: An ETF Experience
Astoria
From
ETF Trends
WATCH: Road to Exchange With Frazer Rice
January 31, 2024
Tags
Expert Insights
Exchange: An ETF Experience
Frazer Rice
From
ETF Trends
Tough Conversations for Families as Elder Care Costs Rise
January 30, 2024
Tags
expert insights
Financial Literacy
financial literacy channel
From
ETF Trends
Exchange: Reuniting the ETF Community
January 29, 2024
Tickers
CGDV
DFAC
FTRB
GBTC
Tags
parametric
featured
Dimensional
From
ETF Trends
This Week in ETFs: Closures Outnumber New ETFs
January 26, 2024
Tickers
BFIT
CHB
CHIC
CHIE
Tags
IGEB
FIBR
PAK
From
ETF Trends
Meet the Newly Popular Active BlackRock ETF
January 26, 2024
Tickers
DYNF
QUAL
USMV
Tags
IVV / iShares S&P 500 Index ETF
USMV
expert insights
From
ETF Trends
How Index Providers Are Slowing the ETF Fee War
January 25, 2024
Tickers
SPY
Tags
expert insights
featured
spdr etfs
From
ETF Trends
ETF of the Week: Goldman Sachs MarketBeta Russell 1000 Value Equity ETF (GVUS)
January 25, 2024
Tickers
GVUS
Tags
GVUS
Goldman Sachs
Podcasts
From
ETF Trends
Advisors More Conservative About Rate Cuts
January 25, 2024
Tickers
BOND
CGCP
IGSB
LQD
Tags
bond
Featured
CGCP
From
ETF Trends
What’s Hot & Not Besides Bitcoin ETFs
January 22, 2024
Tickers
BITCOMP
BSCS
GBTC
GLDM
Tags
Vanguard
iShares
spdr etfs
From
ETF Trends
This Week in ETFs: iShares Debuts Ex-US Climate Fund
January 19, 2024
Tickers
AIDB
BKES
BKIS
BKUS
Tags
NDJI
NTKI
NUSI
From
ETF Trends
Bloomberg’s Balchunas Impressed by Spot Bitcoin ETFs’ Debut
January 18, 2024
Tickers
BITCOMP
GBTC
USD-BITSTAMP
Tags
gbtc
expert insights
featured
From
ETF Trends
< Previous
1
2
...
20
21
22
23
24
25
26
27
28
...
32
33
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.