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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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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
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ARK Innovation ETF
(NY:
ARKK
)
78.61
UNCHANGED
Streaming Delayed Price
Updated: 8:00 PM EST, Dec 29, 2025
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Press Releases about ARK Innovation ETF
Inflation Risk Rising, Key Trades Investors Are Making Now
October 28, 2024
Some investors may think that the Federal Reserve has tamed inflation risks, but recent price action in some assets suggests that reinflation trades are on.
Via
MarketBeat
Topics
Bonds
ETFs
Economy
Using Options for 1-for-2 Risk/Reward Ratio on UiPath Earnings
March 07, 2024
Trading earnings report reactions are one of the riskiest trading strategies. However, when asymmetrical risk and reward apply favorably, then the the upside
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MarketBeat
Topics
Artificial Intelligence
ETFs
Cathie Wood Likes UiPath Stock Over NVDA, Should You?
March 05, 2024
Although Cathie Wood sold Nvidia in 2023, she continues to invest in artificial intelligence via her long position in UiPath stock
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MarketBeat
Topics
Artificial Intelligence
ETFs
Cathie Wood readies portfolio as Bitcoin ETF decision nears
January 03, 2024
As Bitcoin hits a two-year peak, Ark fund manager Cathie Wood makes strategic portfolio changes ahead of regulators' decision on the first spot Bitcoin ETF.
Via
MarketBeat
Topics
ETFs
3 Tech-Focused ETFs: Unleashing The Power Of Innovation
August 01, 2023
Taking a closer look at top-performing tech-focused ETFs like QQQ, XLK, and ARKK and unlocking the potential of innovation and diversification.
Via
MarketBeat
Topics
ETFs
Will Cloudflare Go Back Into Rally Mode After Q2 Earnings Report?
July 25, 2023
Cloudflare shares are up 6% in the past three months, rebounding from a decline after its Q1 report. The company guided toward 650% EPS growth this year.
Via
MarketBeat
MarketBeat Week in Review – 7/10 - 7/14
July 15, 2023
As inflation moderates, Investors are optimistic for the second quarter earnings season and that optimism is evident in some of the top stories from this week
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MarketBeat
Topics
Economy
ARKK: The Pros and Cons Of Buying Into Cathie's Best-Known ETF
July 13, 2023
If you're a believer in the progress of science and technology and feel strongly that our best days are still ahead, then a slice of ARKK could be tempting.
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MarketBeat
Topics
ETFs
Economy
Verve Therapeutics Gains 20.74% In June as Ark Funds Invest
June 30, 2023
Verve Therapeutics' efforts to eliminate cardiovascular disease through gene-editing treatments have momentum, as the stock gets a 20.74% boost in June.
Via
MarketBeat
Analysts Bullish On Exact Sciences' Advanced Cancer Screening
June 23, 2023
Exact Sciences sees a bump in stock price amid rising revenue and study results that show advancements to its flagship Cologuard colorectal screening product.
Via
MarketBeat
Twilio Up As Activist Investor Spurs Change, Cathie Wood Invests
June 02, 2023
Twilio stock surges on activist pressure and Cathie Wood's investment, as the company faces revenue challenges amid restructuring efforts to prioritize profit.
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MarketBeat
Topics
ETFs
Forget Cathie Wood, Follow These 3 Hedge Fund Managers
February 24, 2023
The return and risk profiles of these three ‘hedgies’ are among the best in the business, making them well worth following.
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MarketBeat
Topics
ETFs
Is Biotech Immunocore About To Make A 25% Price Move?
February 07, 2023
Small-cap Immunocore has been a price leader within the biotech industry. Analysts have a "buy" rating on the stock and estimate that it will move 25% higher.
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MarketBeat
Topics
ETFs
MarketBeat Week in Review – 1/30 - 2/3
February 04, 2023
The markets are trending lower to end the week. It’s hard to figure out the markets after the blockbuster job report, but the MarketBeat team gave it a shot
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MarketBeat
Topics
Artificial Intelligence
Earnings
Economy
Cathie Woods' Ark Innovation ETF Set To Rebound in 2023?
February 02, 2023
Can gains in Tesla, Zoom, Exact Sciences, and other growth stocks set the stage for Cathie Woods' Ark Innovation Fund to stage a comeback in 2023?
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MarketBeat
Topics
ETFs
Cathie Wood Is Buying These Stocks, Should You?
January 18, 2023
Cathie Wood is known for her deep understanding of tech companies and for holding aggressive long positions in her tech funds. Let's look at what she's buying.
Via
MarketBeat
Topics
ETFs
Zoom Video Continues to Work Through Normalization
November 29, 2022
Zoom Video (NASDAQ: ZM) has gone from an obscure but easy-to-use video communications platform to becoming a verb synonymous with video conferencing
Via
MarketBeat
Topics
ETFs
Is Unity Software Ready To Rally After Rejecting AppLovin Offer?
August 30, 2022
Unity Software has been on a wild ride after reporting better-than-expected earnings, but then rejecting a buyout offer by AppLovin. Is it ready to rally again?
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