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
...
13
14
15
16
17
18
19
20
21
...
29
30
Next >
Calamos Has More Than Giannis to Work With on Its ETF Team
April 04, 2023
Tickers
CWB
ICVT
SPDR
SROI
Tags
ICVT
SROI
spdr
From
ETF Trends
Night Session Provided Attractive Returns, Lower Volatility in March
April 03, 2023
Tickers
IWM
NIWM
NSPL
NSPY
Tags
NSPL
ssga
nightshares
From
ETF Trends
ETF Issuer League: ProShares 3rd in Flows
March 31, 2023
Tickers
BITO
QLD
SSO
Tags
Vanguard
BlackRock
QLD
From
ETF Trends
VettaFi Voices on: What’s Overlooked in Fixed Income
March 31, 2023
Tickers
AGG
ANGL
BSCP
FALN
Tags
senior loans
BSCP
BLKN
From
ETF Trends
Chart of the Week: Advisors Using Multiple Approaches for Fixed Income
March 30, 2023
Tickers
BNDX
BSCP
IBDQ
JCPB
Tags
iShares
jp morgan
expert insights
From
ETF Trends
EV ETFs: Ford, Affordability, and Looking Forward
March 30, 2023
Tickers
CARZ
CLNR
DRIV
EVS
Tags
SmartETFs
KraneShares
KARS
From
ETF Trends
Equities ETFs Tumble, Real Estate ETFs Flow Back Up
March 29, 2023
Tickers
ESGU
GOVT
MORT
QUAL
Tags
UVXY
QUAL
Proshares
From
ETF Trends
What’s Behind Big Spike for Currency-Hedged Japan ETFs?
March 29, 2023
Tickers
DBJP
DXJ
HEWJ
SPDR
Tags
iShares
Inflation
model portfolio channel
From
ETF Trends
Todd Rosenbluth Talks Ultra-Short ETFs, Active Management, and ESG on Bloomberg’s “ETF IQ”
March 27, 2023
Tickers
BIL
BOND
ESGU
JPST
Tags
USFR
todd rosenbluth
state street global advisors
From
ETF Trends
It’s the Economy That Matters: Home Sales and More
March 27, 2023
Tickers
REZ
SPDR
XHB
Tags
featured
iShares
XHB
From
ETF Trends
Night Effect Demonstrated as Market Plunged After Fed’s Latest Rate Hike
March 23, 2023
Tickers
IWM
NIWM
NSPL
NSPY
Tags
NSPL
iShares
ssga
From
ETF Trends
Chart of the Week: Advisors Looking to Understand High Yield Credit Risk
March 23, 2023
Tickers
ANGL
FALN
HYG
JNK
Tags
expert insights
FALN
Institutional Income Strategies
From
ETF Trends
A Shift to Quality Is Not a Political Statement on ESG but the Market
March 22, 2023
Tickers
ESGU
QUAL
Tags
iShares
expert insights
QUAL
From
ETF Trends
Once Again, Bond ETFs Provide Diversification Benefits
March 20, 2023
Tickers
AGG
BND
BNDX
IJH
Tags
expert insights
IVV / iShares S&P 500 Index ETF
QQQ
From
ETF Trends
It’s the Economy That Matters: Consumer Price Index and More
March 20, 2023
Tickers
REZ
XHB
Tags
REZ
expert insights
XHB
From
ETF Trends
ETF of the Week BONUS: Todd Rosenbluth on Fixed Income and International Equity ETFs
March 17, 2023
Tickers
AMLP
BIL
INFL
OSEA
Tags
fixed income channel
todd rosenbluth
RSP
From
ETF Trends
VettaFi Voices On: Banks in Trouble
March 17, 2023
Tickers
ARKF
CS
FRC
IAT
Tags
IJR
XLP
FRC
From
ETF Trends
Chart of the Week: Advisors See Relative Strength in International Markets
March 16, 2023
Tickers
DFAI
IEFA
VEA
Tags
DFAI
market insights channel
Vanguard
From
ETF Trends
As Banks Wobble, Watch Bullish Banking ETFs
March 13, 2023
Tickers
DPST
FAZ
FRC
FTXO
Tags
FTXO
FAZ
NASDAQ
From
ETF Trends
European Equities Lead Broad U.S. Indexes Despite Thursday’s Decline
March 09, 2023
Tickers
FLEE
IEV
OEUR
SPDR
Tags
IEV
ETF Building Blocks Channel
franklin temleton
From
ETF Trends
Chart of the Week: Advisors Prefer Safety of Short-Term Treasuries
March 09, 2023
Tickers
BIL
SHV
SHY
SPDR
Tags
TFLO
Vanguard
spdr
From
ETF Trends
ETF Issuer League: Vanguard Hovering Near $2 Trillion
March 03, 2023
Tickers
IWM
JEPI
SHV
USFR
Tags
WisdomTree Investments
JPMorgan Chase
iShares
From
ETF Trends
VettaFi Voices On: The Surprises Inside Small-Cap ETFs
March 03, 2023
Tickers
AMLP
AVUV
BLKC
DFAS
Tags
Invesco
First Trust
IJR
From
ETF Trends
DBMF’s Returns Track Record Beats SPY
March 02, 2023
Tickers
AGG
DBMF
SPDR
SPY
Tags
iM Global Partner
DBMF
SPY
From
ETF Trends
Chart of the Week: Advisors Plan to Use Active ETFs More in 2023
March 02, 2023
Tickers
AVUV
CGGR
IWN
IWV
Tags
putnam
T/ Rowe Price
PLDR
From
ETF Trends
Weekly Asset Flows: Bonds Take the Cake
March 01, 2023
Tickers
BIL
BND
IWM
SGOV
Tags
SHV
IVV / iShares S&P 500 Index ETF
Global X
From
ETF Trends
Preparing for the Sector ETFs Shakeup of 2023
February 27, 2023
Tickers
RYF
RYT
SPDR
SPY
Tags
Portfolio Strategies channel
VFH
XLF
From
ETF Trends
VettaFi Voices On: The 2023 Outlook for Commodities
February 24, 2023
Tickers
AMLP
CORN
CUT
GCC
Tags
WisdomTree
teucrium
AMLP
From
ETF Trends
Consider BNDI for Income Opportunities Within Bonds
February 17, 2023
Tickers
AGG
BND
BNDI
NEOS
Tags
bonds
Vanguard
monthly income channel
From
ETF Trends
< Previous
1
2
...
13
14
15
16
17
18
19
20
21
...
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.