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
...
9
10
11
12
13
14
15
16
17
...
29
30
Next >
Bull vs. Bear: Can Semiconductor ETFs Maintain Their Return Trajectory?
August 16, 2023
Tickers
PSI
QQQ
RSPT
SMH
Tags
SPY
spdr
Invesco
From
ETF Trends
World Markets Watchlist: August 14, 2023
August 14, 2023
Tickers
DXJ
EWH
HEDJ
INDA
Tags
EWH
KWEB
spdr
From
ETF Trends
Real Estate ETFs: The Top Funds in the Sector
August 14, 2023
Tickers
MORT
REM
SCHH
USRT
Tags
Vanguard
Charles Schwab
MORT
From
ETF Trends
Treasury Yields Snapshot: August 11, 2023
August 14, 2023
Tickers
IEF
SHY
TLT
Tags
fixed income channel
IEF
iShares
From
ETF Trends
Chart of the Week: ETF Fit Matters More Than Cost
August 10, 2023
Tickers
BBEU
HEDJ
HYLB
IEUR
Tags
USHY
Xtrackers
SPHY
From
ETF Trends
VettaFi Viewpoints: Nadig, Hayes Talk Canada’s Asset Management Landscape
August 08, 2023
Tags
CIBC
yield/seeking investors
Canada
From
ETF Trends
Which ETFs Saw Unexpected Demand in July
August 07, 2023
Tickers
AGG
AUSF
JPMB
QQQ
Tags
IVV / iShares S&P 500 Index ETF
QQQ
Global X
From
ETF Trends
Chart of the Week: Making Changes With Fixed Income ETFs
August 03, 2023
Tickers
AGG
BIL
BND
EMB
Tags
us treasuries & tips fixed income channel
spdr
Vanguard
From
ETF Trends
Treasury Yields: A Long-Term Perspective
August 02, 2023
Tickers
IEF
SHY
TLT
Tags
treasury yields
iShares
expert insights
From
ETF Trends
State Street Slashes Fees on Portfolio Suite ETFs
August 01, 2023
Tickers
SPDR
SPDW
SPEM
SPEU
Tags
VWO
ssga
iShares
From
ETF Trends
Moving Averages: S&P Finishes July Up 3.1%
July 31, 2023
Tickers
DBC
IEF
SPDR
SPLG
Tags
Vanguard
IEF
spdr
From
ETF Trends
AI’s Future Is Fast Approaching
July 31, 2023
Tickers
AIQ
AMOM
GINN
INNO
Tags
teucrium/com
Global X
Neuberger Berman
From
ETF Trends
Advisors Favored Investment-Grade Corporates at VettaFi Event
July 31, 2023
Tickers
LQD
VCIT
Tags
fixed income channel
LQD
VCIT
From
ETF Trends
VettaFi Voices On: Conflicting Economic Data
July 28, 2023
Tickers
BOND
COWZ
GTO
IWM
Tags
featured
Volatility
VictoryShares
From
ETF Trends
Augment Your Fixed Income Exposures With Outperforming BNDI
July 28, 2023
Tickers
AGG
BND
BNDI
NEOS
Tags
AGG
monthly income channel
Fixed Income
From
ETF Trends
Chart of the Week: Mid-Cap ETFs in Focus
July 27, 2023
Tickers
IJH
MDY
SCHM
SPDR
Tags
iShares
ssga
IJH
From
ETF Trends
3 Common Mistakes Investors Make — And How to Avoid Them
July 27, 2023
Tickers
USMV
Tags
USMV
BlackRock
financial literacy channel
From
ETF Trends
3 Key Country ETFs Have Viable Alternatives
July 26, 2023
Tickers
ASHR
BBJP
EWJ
FLIN
Tags
Japan ETFs
China ETFs
BBJP
From
ETF Trends
Graduating With Debt? Here’s How to Manage Your Student Loans Like a Pro
July 26, 2023
Tags
financial literacy channel
iShares
From
ETF Trends
World Markets Watchlist: July 24, 2023
July 24, 2023
Tickers
DXJ
EWH
HEDJ
INDA
Tags
EWH
spdr
KWEB
From
ETF Trends
How Asset Location Can Help Minimize Taxes and Maximize Returns
July 24, 2023
Tags
iShares
financial literacy channel
From
ETF Trends
Active or Indexed Fixed Income — or Both?
July 24, 2023
Tickers
AGG
BINC
CGCP
Tags
active fixed income
Laipply
Sinha
From
ETF Trends
It’s the Economy That Matters: Insights From Key Housing Market Indicators
July 24, 2023
Tickers
ITB
PKB
REZ
RSP
Tags
REZ
RSP
ITB
From
ETF Trends
India ETF EPI Hits $1 Billion in AUM
July 21, 2023
Tickers
AUM
EPI
INDA
Tags
tech chart
INDA
earnings/weighted index
From
ETF Trends
VettaFi Voices On: The State of Fixed Income
July 21, 2023
Tickers
AGG
AMLP
BINC
BND
Tags
BINC
core strategies channel
DoubleLine
From
ETF Trends
Why This May Be the Most Attractive Bond Market in 15 Years
July 21, 2023
Tags
iShares
us treasuries & tips fixed income channel
From
ETF Trends
Get More for Your Money with Short-Term Bond ETFs
July 21, 2023
Tags
iShares
U/S/ Treasuries and TIPS Fixed Income Channel
US Treasuries & TIPS Fixed Income Channel
From
ETF Trends
Treasuries 101: The ABCs of Notes, TIPs, and FRNs
July 21, 2023
Tickers
TIPS
TLT
USFR
Tags
USFR
TIPs
treasury notes
From
ETF Trends
What Does a Fed Pause Mean for Investors?
July 21, 2023
Tags
investment grade corporates channel
iShares
From
ETF Trends
Investment-Grade Bonds: Attractive Income With Less Risk
July 20, 2023
Tickers
LQD
VCIT
VCSH
Tags
fixed income channel
LQD
VCIT
From
ETF Trends
< Previous
1
2
...
9
10
11
12
13
14
15
16
17
...
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.