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
3
4
5
6
7
8
9
...
32
33
Next >
ETF Prime: Rosenbluth Shares ETF Innovation Updates
July 29, 2025
Tickers
HFEQ
HFGM
HFMF
HFND
Tags
HFEQ
HFMF
SSIM
From
ETF Trends
Top Performing Leveraged/Inverse ETFs: 07/27/2025
July 29, 2025
Tickers
CURE
EZJ
GDXU
HIMZ
Tags
NAIL
NUGT
MicroSectors
From
ETF Trends
An Active Approach to Target Maturity
October 02, 2024
Tickers
BSCQ
IBDR
MYCF
SPDR
Tags
Invesco
featured
MYCF
From
ETF Trends
ETF Prime: Chang on $10 Trillion in ETFs, Record Flows & More
October 01, 2024
Tickers
ETHA
JEPI
KWEB
NIXT
Tags
NIXT
Featured
Gold ETFs
From
ETF Trends
NEOS Investments Thriving 2 Years Later
October 01, 2024
Tickers
BNDI
CSHI
IWMI
NEOS
Tags
BNDI
Options
IWMI
From
ETF Trends
Moving Averages: S&P Finishes September 2024 Up 2.0%
October 01, 2024
Tickers
DBC
EIF
SPY
VEU
Tags
VTI / Vanguard Total Stock Market ETF
VNQ
jen nash
From
ETF Trends
Making the Case for MLPs With AMZ
October 01, 2024
Tickers
AMJB
AMZ
MLPS
SPX
Tags
energy infrastructure channel
midstream
equities
From
ETF Trends
BlackRock Puts 2 Active ETFs on Sale
September 30, 2024
Tickers
BALI
BINC
BLCV
DYNF
Tags
Featured
QQA
BINC
From
ETF Trends
CLO Cheat Sheet: How To Answer Questions About CLOs
September 29, 2024
Tags
tactical allocation channel
VanEck
beyond basic beta channel
From
ETF Trends
The Appeal of Agency Mortgage-Backed Securities in a Shifting Economic Landscape
September 28, 2024
Tags
expert insights
modern alpha channel
model portfolio channel
From
ETF Trends
S&P 500 Snapshot: Market Extends Record Rally
September 27, 2024
Tickers
IEF
RSP
SHY
SPLG
Tags
Innovative ETFs channel
VOO / Vanguard S&P 500 ETF
expert insights
From
ETF Trends
U.S. ETF Assets Reach $10 Trillion Milestone
September 27, 2024
Tickers
BITO
DEFI
GBTC
IBIT
Tags
YieldMax
NVDY
SMH
From
ETF Trends
America’s Changing Economic Landscape: A New Growth Trend
September 27, 2024
Tags
economy
Featured
Chips Act
From
ETF Trends
Capturing More Than Price Gains With Unique Gold ETFs
September 27, 2024
Tickers
BGLD
GDMN
GLDM
GOLD
Tags
WisdomTree
IAU
Gold
From
ETF Trends
AllianzIM ETF Leader Johan Grahn Talks Defined Outcome ETFs, Future Launches
September 26, 2024
Tickers
JANW
Tags
AllianzIM
defined outcome ETFs
Grahn
From
ETF Trends
ETF of the Week: NEOS Russell 2000 High Income ETF (IWMI)
September 26, 2024
Tickers
IWMI
NEOS
Tags
Tax Efficient Income Channel
Podcasts
chuck jaffe
From
ETF Trends
Utilities ETFs: Plugged in for 2024
September 26, 2024
Tickers
IDU
RSPU
UTES
VPU
Tags
IDU
UTES
rspu
From
ETF Trends
ETF 360: Winslow Takes an Active Growth Approach
September 25, 2024
Tickers
IWFG
IWLG
Tags
IWFG
Kirsten Chang
ETF 360 channel
From
ETF Trends
7 Unforgettable Exchange Moments
September 25, 2024
Tickers
TACK
Tags
fairlead
Featured
Vance Barse
From
ETF Trends
What Does A High Dividend ETF Own?
September 25, 2024
Tickers
ALPS
FDVV
HDV
SDOG
Tags
Fidelity
ALPS
spdr
From
ETF Trends
ETF Prime: Morris on Energy Sector, Midstream Yield & More
September 24, 2024
Tickers
AMLP
ENFR
OILT
Tags
Featured
AMLP
stacey morris
From
ETF Trends
529 Plans Passed a New Savings Milestone. Here’s Why
September 24, 2024
Tickers
EFA
Tags
iShares ETFs
529 Plan
expert insights
From
ETF Trends
World Markets Watchlist: September 20, 2024
September 24, 2024
Tickers
DXJ
EWH
HEDJ
INDA
Tags
DXJ
INDA
spdr etfs
From
ETF Trends
Demand High for Annuities as Client Needs for Guaranteed Retirement Income Grow
September 24, 2024
Tags
Expert Insights
Featured
From
ETF Trends
Looking for Income as Rates Fall? Try Midstream/MLPs
September 24, 2024
Tickers
FCF
GAS
MLPS
OIL
Tags
REITs
fed
Infrastructure
From
ETF Trends
VIDEO: ETF of the Week: WisdomTree International Hedged Quality Dividend Growth Fund
September 23, 2024
Tickers
EFA
IHDG
Tags
IHDG
WisdomTree
Featured
From
ETF Trends
Treasury Yields Snapshot: September 20, 2024
September 23, 2024
Tickers
IEF
SHY
TLT
Tags
TLT
SHY
Advisor Perspectives
From
ETF Trends
Healthcare Sector Outlook: Technological Innovations and HTEC’s Strategic Positioning
September 23, 2024
Tickers
HTEC
Tags
HTEC
expert insights
disruptive technology channel
From
ETF Trends
DoubleLine’s Jeff Gundlach on the Fed, Gold and Private Credit
September 23, 2024
Tickers
BKLN
BSV
CGDV
DFSD
Tags
TLT
Featured
PAVE
From
ETF Trends
Advisors Very Comfortable With Active Equity ETFs
September 23, 2024
Tags
expert insights
featured
From
ETF Trends
< Previous
1
2
3
4
5
6
7
8
9
...
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.