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 roxanna islam
Recent news which mentions roxanna islam
VettaFi Voices Discuss Active ETF Flows, Options, Private Credit, & More
August 21, 2025
Tags
ETFs
cinthia murphy
todd rosenbluth
From
ETF Trends
Defined Outcome ETFs: From Niche to Toolkit
August 21, 2025
Tickers
BFJL
CBOY
CBTY
CBXY
Tags
CBTY
expert insights
First Trust
From
ETF Trends
Crypto ETFs: Regulation, Returns & Rise of Innovation Pt. II
August 14, 2025
Tickers
BCOR
BMAX
ETHA
IBIT
Tags
roxanna islam
crypto
IVV / iShares S&P 500 Index ETF
From
ETF Trends
Lithium ETFs: Charging Ahead
July 31, 2025
Tickers
BATT
ILIT
ION
LIMI
Tags
uscf
ZSB
Themes
From
ETF Trends
Alternatives Symposium Gives Investors Options
July 31, 2025
Tags
stacey morris
Expert Insights
roxanna islam
From
ETF Trends
Utilities ETFs: Plugged in for 2024
September 26, 2024
Tickers
IDU
RSPU
UTES
VPU
Tags
expert insights
XLU
UTES
From
ETF Trends
This or That: ETF Themes Edition
September 12, 2024
Tickers
ARKK
BNGE
CRUZ
GGME
Tags
thematic
Global X
leveraged & inverse channel
From
ETF Trends
ETF Prime: Islam on Gold Flows, Spot Ether & More
September 10, 2024
Tickers
ETH
GOLD
NXTI
NXTV
Tags
Spot Ether
Simplify Asset Management
expert insights
From
ETF Trends
ETF Prime: Islam on Defined Outcome ETFs and More
August 06, 2024
Tags
Featured
Nate Geraci
expert insights
From
ETF Trends
The Highs & Lows of Applying Rules to CEF Investing
June 26, 2024
Tags
etf of the week
Podcasts
chuck jaffe
From
ETF Trends
ETF Prime: Islam on Tech ETFs, Spot Ether, and More
June 25, 2024
Tickers
IYW
XLK
Tags
Podcasts
IYW
iShares
From
ETF Trends
ETF Prime: Islam on the Magnificent Seven and More
February 06, 2024
Tickers
GSC
Tags
GSC
ETF Prime
roxanna islam
From
ETF Trends
ETF Prime: Islam on the Spot Bitcoin ETF Race and More
January 09, 2024
Tickers
BITCOMP
DEFI
USD-BITSTAMP
Tags
Expert Insights
Tema ETFs
bitcoin
From
ETF Trends
READ: What Makes That Ticker Tick: Roxanna Islam and CEFX
November 14, 2023
Tags
Video
roxanna islam
Featured
From
ETF Trends
WATCH: What Makes That Ticker Tick: Roxanna Islam and CEFX
November 10, 2023
Tags
roxanna islam
CEFX
Video
From
ETF Trends
ETF Prime: Roxanna Islam Turns up the Speaker on Communication
April 18, 2023
Tickers
BLOK
BNGE
DEFI
DIVO
Tags
crypto channel
communications sector
Marcelo Sampaio
From
ETF Trends
VettaFi Voices On: Basking in the Exchange Afterglow
February 17, 2023
Tickers
BIL
BOND
SPDR
Tags
ssga
lara crigger
Exchange: An ETF Experience
From
ETF Trends
VettaFi Voices On: What We’re Looking Forward to at Exchange
January 27, 2023
Tags
stacey morris
exchange an etf experience
roxanna islam
From
ETF Trends
ETF Prime: Shopping for E-Commerce ETFs
January 24, 2023
Tickers
EBIZ
GBTC
GBUY
GREI
Tags
GREI
Goldman Sachs
ONLN
From
ETF Trends
Vettafi Voices on: Our Favorite Finance Writing
January 13, 2023
Tags
todd rosenbluth
roxanna islam
Expert Insights
From
ETF Trends
VettaFi Voices On: 2023 Predictions
January 06, 2023
Tickers
BIL
BOND
COWZ
DBMF
Tags
IEI
BIL
expert insights
From
ETF Trends
Roxanna Islam Discusses E-commerce and Holiday Spending on TD Ameritrade
December 23, 2022
Tags
e/commerce
TD Ameritrade Network
Holiday Spending
From
ETF Trends
VettaFi Voices: What FTX Fallout Means for Investors
November 18, 2022
Tickers
BITO
BLOK
GBTC
SATO
Tags
crypto channel
bito
BLOK
From
ETF Trends
Crypto Logs: More Regulations Introduced, Few Materialized
October 28, 2022
Tags
Expert Insights
roxanna islam
crypto channel
From
ETF Trends
Netflix Proves Streaming Companies Are Still Worth Watching
October 24, 2022
Tickers
BNGE
Tags
thematic investing channel
roxanna islam
Netflix
From
ETF Trends
Roxanna Islam Talks E-Commerce on TD Ameritrade
October 07, 2022
Tickers
DTRE
ISHP
OGIG
Tags
DTRE
SS&C
Oliver Renick
From
ETF Trends
Crypto Logs: ETH Merge Has Minor Impact on BTC-Focused Equities
September 29, 2022
Tags
roxanna islam
crypto channel
Ethereum 2/0
From
ETF Trends
ETF Prime: Roxanna Islam Digs Into EVs and Other Themes
September 27, 2022
Tickers
BATT
CARZ
DRIV
IDRV
Tags
Expert Insights
carz
BATT
From
ETF Trends
Roxanna Islam Talks Generating Income with CEFs on TD Ameritrade
September 01, 2022
Tickers
CEF
PDO
VVR
Tags
cef
PDO
Video
From
ETF Trends
Crypto Logs: Two Questions on Correlation
August 25, 2022
Tags
expert insights
roxanna islam
crypto channel
From
ETF Trends
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.