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 video
Recent news which mentions video
< Previous
1
2
3
4
5
6
7
8
9
...
13
14
Next >
ETF 360: PIMCO Launches Actively Managed PRFD
February 21, 2023
Tickers
PRFD
Tags
todd rosenbluth
expert insights
Video
From
ETF Trends
ETF 360: Goldman Sach’s Alexandra Lawson on Fixed Income ETFs
January 31, 2023
Tags
Alexandra Lawson
ETF 360
Fixed Income
From
ETF Trends
ETF 360: Lindsay Rosner on PGIM’s PTRB
January 24, 2023
Tickers
PTRB
Tags
PGIM
ETF 360 channel
todd rosenbluth
From
ETF Trends
100-year-old NY Company Launches their first Local Video Service
January 18, 2023
Tickers
IPTV
Tags
Cable
Telecom
IPTV
From
PRLog
Award-Winning, Absurd Workplace Comedy 'Business Inc' showcased at onVIVA.tv
January 12, 2023
Tags
Nomination
Writers
Toronto
From
PRLog
ETF 360: Vince Gonzales on Capital Group’s CGSD
January 10, 2023
Tickers
CGSD
Tags
ETF 360 channel
ETF 360
Featured
From
ETF Trends
ETF 360: Pacer’s Sean O’Hara on the Dynamic ALTL
December 13, 2022
Tickers
ALTL
Tags
Sean O'Hara
ETF 360 channel
ALTL
From
ETF Trends
Nadig Talks Repositioning on CNBC’s ETF Edge
December 05, 2022
Tickers
SCHD
SCHP
SCHV
Tags
ETF Edge
Video
SCHV
From
ETF Trends
Todd Rosenbluth Gets Active on Yahoo Finance
November 16, 2022
Tickers
AGG
BITO
FBND
JEPI
Tags
bito
AGG
TQQQ
From
ETF Trends
Yahoo Finance: Dave Nadig Talks Global ETF Inflow Surge
November 09, 2022
Tickers
BITO
Tags
expert insights
Video
Yahoo Finance
From
ETF Trends
ETF 360: InnovatorETF’s Graham Day Talks Defined Outcomes
November 08, 2022
Tags
ETF 360 channel
Innovator ETFs
ETF 360
From
ETF Trends
Raleigh-based Myriad Becomes Certified B-Corp
November 01, 2022
Tags
Video
B Corp
Multimedia
From
PRLog
ETF 360: Simeon Hyman Talks Ex-Sector ETFs
November 01, 2022
Tickers
SPXE
SPXN
SPXT
SPXV
Tags
simeon hyman
ETF 360 channel
SPXN
From
ETF Trends
Tricks or Treats With Tom Lydon: See What Shocked These Industry Pros
October 31, 2022
Tickers
JCPB
JEPI
JPST
Tags
ETF Edge
JEPI
Video
From
ETF Trends
Tom Lydon Talks Dollar Strength, Tech, and More on Yahoo!
October 26, 2022
Tickers
CICC
KWEB
UUP
Tags
KraneShares
china insights channel
expert insights
From
ETF Trends
Vikram Malhotra on The Blockchain Interviews With Dan Weiskopf
October 26, 2022
Tags
dan weiskopf
Amplify/C
Video
From
ETF Trends
ETF 360: DoubleLine Brings an Active Approach With Two ETFs
October 25, 2022
Tickers
CAPE
DBND
Tags
Scott Thomson
DBND
CAPE
From
ETF Trends
Nadig Talks Tech Trends, Commodities, and Yield on ETF Edge
October 24, 2022
Tickers
BKLN
DBA
PDBC
QQQ
Tags
Expert Insights
PDBC
QQQS
From
ETF Trends
Greg Foss on The Blockchain Interviews With Dan Weiskopf
October 20, 2022
Tags
Amplify
Video
Amplify/C
From
ETF Trends
Media Roundtable: VANTIVA Builds on Technicolor Connected Home Track Record of Success to Support the Future of the CPE Industry
October 18, 2022
Tags
Technology
Video
Supply Chain
From
PRLog
ETF 360: Rosenbluth and Minter Build the Case For Industrial Metals
October 11, 2022
Tickers
BCIM
Tags
Video
BCIM
abrdn
From
ETF Trends
Lydon Discusses Active Management’s Big Year on ETF Edge
September 26, 2022
Tags
Bob Pisani
expert insights
Video
From
ETF Trends
Todd Rosenbluth Highlights Risk-Conscious ETFs on Yahoo Finance
September 14, 2022
Tickers
ALTL
PSEP
SPLV
USMV
Tags
Innovative ETFs channel
USMV
SPLV
From
ETF Trends
ETF 360: Q&A With Fairlead Strategies’ Katie Stockton
September 13, 2022
Tickers
TACK
Tags
ETF 360 channel
TACK
todd rosenbluth
From
ETF Trends
TD Ameritrade: Todd Rosenbluth Breaks Down Investing Internationally
September 12, 2022
Tickers
EFA
HEDJ
HEFA
IDLV
Tags
iShares
modern alpha channel
HEDJ
From
ETF Trends
Fox Business: Todd Rosenbluth Talks ETF Income Opportunities
September 08, 2022
Tickers
JEPI
SDOG
Tags
SDOG
Claman Countdown
Video
From
ETF Trends
ETF Leaders Powered by the NYSE: Dimensional’s Anthony Caruso
September 08, 2022
Tickers
DFIP
DFSD
DFSV
Tags
nyse
Video
DFIP
From
ETF Trends
Matt Mosman on The Blockchain Interviews With Dan Weiskopf
September 07, 2022
Tags
blockchain interviews
crypto channel
Expert Insights
From
ETF Trends
ETF Leaders Powered by the NYSE: V-Square Quantitative Management’s Mamadou-Abou Sarr
September 06, 2022
Tags
Exchange: An ETF Experience
V/Square Quantitative Management
featured
From
ETF Trends
< Previous
1
2
3
4
5
6
7
8
9
...
13
14
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.