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 iShares
Recent news which mentions iShares
< Previous
1
2
3
4
5
6
7
8
9
...
29
30
Next >
Cryptocurrencies: Bitcoin Falls Further to 7-Week Low
August 27, 2025
Tickers
ARK
ARKB
BITB
BITCOMP
Tags
crypto channel
bitcoin
BRRR
From
ETF Trends
Are There Enough Foreign Equities ETFs?
August 26, 2025
Tickers
AFK
EWQ
FLLA
ILF
Tags
nicholas peters/golden
EWQ
FLLA
From
ETF Trends
World Markets Watchlist: August 25, 2025
August 25, 2025
Tickers
DXJ
EWC
EWH
HEDJ
Tags
INDA
iShares
jennifer nash
From
ETF Trends
New Home Sales Inch Down 0.6% in July
August 25, 2025
Tickers
ITB
PKB
REZ
SPDR
Tags
REZ
Invesco
jen nash
From
ETF Trends
S&P 500 Snapshot: The Jackson Hole Rally
August 22, 2025
Tickers
RSP
SPDR
SPY
Tags
jennifer nash
RSP
iShares
From
ETF Trends
More Alternatives ETFs? Yes Please
August 22, 2025
Tickers
BCI
BTC
BTCI
CERY
Tags
GLDM
iShares
expert insights
From
ETF Trends
Margin Debt Rises 1.5% to New Record High in July 2025
August 21, 2025
Tickers
SPDR
SPLG
SPY
Tags
VOO / Vanguard S&P 500 ETF
Vanguard
expert insights
From
ETF Trends
Cryptocurrencies: Bitcoin Quickly Retreats From Record High
August 20, 2025
Tickers
ARK
ARKB
BITB
BITCOMP
Tags
Advisor Perspectives
etha
jen nash
From
ETF Trends
World Markets Watchlist: August 18, 2025
August 18, 2025
Tickers
DXJ
EWC
EWH
INDA
Tags
SPY
EWH
KraneShares
From
ETF Trends
S&P 500 Snapshot: Index Up Nearly 10% YTD
August 15, 2025
Tickers
RSP
SPDR
SPY
Tags
SPY
spdr
IVV / iShares S&P 500 Index ETF
From
ETF Trends
Crypto ETFs: Regulation, Returns & Rise of Innovation Pt. II
August 14, 2025
Tickers
BCOR
BMAX
ETHA
IBIT
Tags
VOO / Vanguard S&P 500 ETF
roxanna islam
IVV / iShares S&P 500 Index ETF
From
ETF Trends
Cryptocurrencies: Bitcoin Hits Record High as Ether Nears Its Own
August 13, 2025
Tickers
ARK
ARKB
BITB
BITCOMP
Tags
Bitcoin ETFs
Grayscale
fgtb
From
ETF Trends
World Markets Watchlist: August 11, 2025
August 12, 2025
Tickers
DXJ
EWC
EWH
HEDJ
Tags
expert insights
jennifer nash
iShares
From
ETF Trends
S&P 500 Snapshot: Inches Off Record High
August 11, 2025
Tickers
RSP
SPDR
SPY
Tags
Invesco
jen nash
RSP
From
ETF Trends
KWEB Gathered $1 Billion in AUM in July
August 08, 2025
Tickers
KWEB
QQQ
Tags
QQQ
technology ETFs
KraneShares
From
ETF Trends
The Big New Names in Mortgage-Backed Securities ETFs
August 08, 2025
Tickers
DMBS
EVMO
JMTG
MBB
Tags
vmbs
Schwab
mortgage/backed securities
From
ETF Trends
Venture Outside the Home Bias With a New Factor Rotation ETF
August 07, 2025
Tickers
DYNF
IDYN
Tags
International ETFs
IDYN
BlackRock
From
ETF Trends
These 2 Industry ETFs Were Hotter Than July
August 07, 2025
Tickers
GNR
ITB
SPDR
Tags
Expert Insights
natural resources
spdr
From
ETF Trends
ETF Prime: Murphy on Explosive Growth of Crypto-Related ETFs
August 06, 2025
Tickers
GRNY
MBB
Tags
Featured
ETF Prime
Tom Lee
From
ETF Trends
Cryptocurrencies: Bitcoin Moves Lower
August 06, 2025
Tickers
ARK
ARKB
BITB
BITCOMP
Tags
bitcoin
crypto channel
BRRR
From
ETF Trends
World Markets Watchlist: August 4, 2025
August 05, 2025
Tickers
DXJ
EWC
EWH
HEDJ
Tags
SPY
KraneShares
EWH
From
ETF Trends
Looking Beyond Cap-Weighted ETF Giants
August 04, 2025
Tickers
DGRW
GFLW
GSEW
RSP
Tags
SPLG
SPY
DGRW
From
ETF Trends
S&P 500 Snapshot: Jobs Report Sends Index to Worst Day in 2 Months
August 01, 2025
Tickers
RSP
SPDR
SPY
Tags
SPY
VOO / Vanguard S&P 500 ETF
IVV / iShares S&P 500 Index ETF
From
ETF Trends
10-Year Treasury Yield Long-Term Perspective: July 2025
August 01, 2025
Tickers
IEF
SHY
TLT
Tags
TLT
jen nash
SHY
From
ETF Trends
Moving Averages of the Ivy Portfolio & S&P 500: July 2025
July 31, 2025
Tickers
DBC
IEF
SPY
VEU
Tags
VEU
jen nash
VNQ
From
ETF Trends
Lithium ETFs: Charging Ahead
July 31, 2025
Tickers
BATT
ILIT
ION
LIMI
Tags
Lithium
ION
Proshares
From
ETF Trends
Powering ‘Sleepy’ Utilities to New Heights
July 30, 2025
Tickers
FUTY
IGF
VPU
XLU
Tags
Utilities
IGF
Expert Insights
From
ETF Trends
Cryptocurrencies: Bitcoin Hovers Just Below Record High
July 30, 2025
Tickers
ARK
ARKB
BITB
BITCOMP
Tags
ezet
jennifer nash
etha
From
ETF Trends
SPY Reaches $600 Billion In Assets: Oldest US ETF Hits Milestone As All-Time Highs Continue
October 18, 2024
Tickers
IVV
SPY
STT
VOO
Tags
S&P 500
STT
ishares
From
Benzinga
An Active Approach to Target Maturity
October 02, 2024
Tickers
BSCQ
IBDR
MYCF
SPDR
Tags
Invesco
featured
MYCF
From
ETF Trends
< Previous
1
2
3
4
5
6
7
8
9
...
29
30
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.