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
...
7
8
9
10
11
12
13
14
15
...
29
30
Next >
LG Partners With AI-Driven ETF Provider
November 13, 2023
Tickers
AIDB
AIQ
LQAI
QRFT
Tags
SHV
QRFT
AIQ
From
ETF Trends
Chart of the Week: Fixed Income Exposure Matters Most
November 09, 2023
Tickers
BIL
BKAG
TLT
Tags
BNY Mellon
expert insights
BIL
From
ETF Trends
World Markets Watchlist: November 6, 2023
November 06, 2023
Tickers
DXJ
EWH
HEDJ
INDA
Tags
DXJ
INDA
spdr etfs
From
ETF Trends
Treasury Yields Snapshot: November 3, 2023
November 06, 2023
Tickers
IEF
SHY
TLT
Tags
fixed income channel
iShares
IEF
From
ETF Trends
Fed Pause Bringing Some Bulls Back to Bonds
November 06, 2023
Tickers
TMF
TYD
Tags
treasury
TMF
leveraged & inverse channel
From
ETF Trends
Regional Banks Reeling From Crisis; Their ETFs Are Holding On
November 03, 2023
Tickers
IAT
KRE
Tags
spdr etfs
KRE
IAT
From
ETF Trends
This Week in ETFs: 14 New ETFs Debut From 11 Issuers
November 03, 2023
Tickers
BFTR
DUDE
EWGS
HEWC
Tags
ProShares ETFs
EWGS
WIZ
From
ETF Trends
World Markets Watchlist: October 30, 2023
October 30, 2023
Tickers
DXJ
EWH
HEDJ
INDA
Tags
WisdomTree
KWEB
Advisor Perspectives
From
ETF Trends
S&P 500 Snapshot: Index Drops Into Correction Territory
October 27, 2023
Tickers
IEF
RSP
SHY
SPLG
Tags
fixed income channel
VOO / Vanguard S&P 500 ETF
iShares
From
ETF Trends
New Home Sales Jump to Fastest Pace Since February 2022
October 25, 2023
Tickers
ITB
PKB
REZ
XHB
Tags
REZ
Invesco
Featured
From
ETF Trends
Chart of the Week: Reducing Emerging Markets Risks
October 25, 2023
Tickers
EELV
EEMV
EMXC
FRDM
Tags
IEMG / iShares Core MSCI Emerging Markets ETF
EMXC
Invesco
From
ETF Trends
Beyond the Bullion: A New Horizon With Gold ETFs
October 24, 2023
Tickers
GLL
IAUM
OUNZ
UGL
Tags
OUNZ
iaum
GLD / SPDR Gold Shares ETF
From
ETF Trends
World Markets Watchlist: October 23, 2023
October 23, 2023
Tickers
DXJ
EWH
HEDJ
INDA
Tags
china insights channel
SPY
KraneShares
From
ETF Trends
Is Fixed Income ETF Sentiment Shifting?
October 23, 2023
Tickers
BIL
FBND
HYG
HYLB
Tags
institutional income strategies channel
BIL
PIMCO
From
ETF Trends
This Week in ETFs: One Very Busy Day Sees 19 New Funds
October 20, 2023
Tickers
BOSS
BSJN
BSMN
CETF
Tags
BSJN
SUPP
GRES
From
ETF Trends
VettaFi Voices On: The Nature of Value
October 20, 2023
Tickers
AVUV
CONY
COWZ
FV
Tags
core strategies channel
iShares
SPYV
From
ETF Trends
Chart of the Week: Bonds in Focus
October 20, 2023
Tickers
AGG
BND
CGCB
RIGS
Tags
CGCB
Riverfront
AGG
From
ETF Trends
BlackRock Launches Suite of Target Date ETFs
October 19, 2023
Tickers
IRTR
ITDA
ITDB
ITDC
Tags
IRTR
nyse
ITDA
From
ETF Trends
READ: Rosenbluth and Fee on the Secret Income Story
October 19, 2023
Tickers
BIL
CGCB
SHV
Tags
iShares
Capital Group
Expert Insights
From
ETF Trends
Rosenbluth and Fee on the Secret Income Story
October 17, 2023
Tickers
BIL
CGCB
SHV
Tags
CGCB
SHV
featured
From
ETF Trends
World Markets Watchlist: October 16, 2023
October 16, 2023
Tickers
DXJ
EWH
HEDJ
INDA
Tags
iShares
INDA
spdr etfs
From
ETF Trends
VettaFi Voices On: Investments for a (Not so) Scary Market
October 13, 2023
Tickers
BIL
BKLN
CVRT
CWB
Tags
Fixed Income
US Treasuries & TIPS Fixed Income Channel
convertibles
From
ETF Trends
Chart of the Week: Benefits of Active and Passive Bond Funds
October 12, 2023
Tickers
AGG
BND
BOND
CGCB
Tags
Fidelity
T/ Rowe Price
fixed income channel
From
ETF Trends
ETFs of CEFs: Diversification and Higher Distributions
October 12, 2023
Tickers
AMLP
CEFS
PCEF
XMPT
Tags
YYY
Invesco
Income
From
ETF Trends
World Markets Watchlist: October 9, 2023
October 09, 2023
Tickers
DXJ
EWH
HEDJ
INDA
Tags
spdr etfs
INDA
iShares
From
ETF Trends
Treasury Yields Snapshot: October 6, 2023
October 09, 2023
Tickers
IEF
SHY
TLT
Tags
fixed income channel
iShares
IEF
From
ETF Trends
DBMF Gained Over 4% in September Market Slump
October 09, 2023
Tickers
AGG
DBI
DBMF
SPY
Tags
AGG
SPY
DBMF
From
ETF Trends
A Look Back at Canada’s September ETF Launches
October 09, 2023
Tickers
HBND
TLT
VGLT
XAD
Tags
Hamilton
VGLT
HBND
From
ETF Trends
Fundamentals Matter to ETF Investors
October 09, 2023
Tickers
COWZ
JEPI
QGRO
QUAL
Tags
QGRO
expert insights
iShares
From
ETF Trends
This Week in ETFs: October Launches Start Strong
October 06, 2023
Tickers
ASPY
BINV
BSMC
BUSA
Tags
active management
Ethereum Futures ETFs
BSMC
From
ETF Trends
< Previous
1
2
...
7
8
9
10
11
12
13
14
15
...
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.