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
BlackRock
(NY:
BLK
)
1,084.83
+17.09 (+1.60%)
Official Closing Price
Updated: 7:00 PM EDT, May 8, 2026
Add to My Watchlist
Quote
Overview
Detailed Quote
Charting
Historical Prices
News
Press Releases
Research
Quarterly Reports
Insider Filings
Other Filings
All News about BlackRock
< Previous
1
2
3
4
5
6
7
8
9
...
99
100
Next >
Why Payoneer (PAYO) Shares Are Sliding Today
April 29, 2026
What Happened? Shares of cross-border payment platform Payoneer (NASDAQ:PAYO) fell 2.8% in the afternoon session after negative sentiment swept through the f...
Via
StockStory
Why SoFi (SOFI) Stock Is Falling Today
April 29, 2026
What Happened? Shares of digital financial services company SoFi Technologies (NASDAQ:SOFI) fell 13.5% in the afternoon session after its first-quarter earni...
Via
StockStory
MicroStrategy’s Market Cap Is Less Than Its Bitcoin Holdings and MSTR Stock Has Halved in Just the Past Year. What Gives?
April 29, 2026
Strategy's Bitcoin holdings now exceed $61 billion in value.
Via
Barchart.com
Topics
Bonds
ETFs
Hobbs Wealth Buys a $7.3 Million Stake in CORO, BlackRock's Country Rotation ETF
↗
April 28, 2026
This actively managed ETF provides dynamic exposure to global equities through a rules-based country rotation strategy.
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
Client First Capital Initiates Stake in iShares AAA CLO Active ETF, According to Recent SEC Filing
↗
April 28, 2026
The iShares AAA CLO Active ETF (CLOA) provides exposure to senior tranches of collateralized loan obligations, where income is driven by structured credit rather than traditional bonds. That framework...
Via
The Motley Fool
Topics
Bonds
ETFs
Regulatory Compliance
BlackRock Strikes Fresh Crypto Partnership As Bitcoin ETFs Continue To Boom
↗
April 28, 2026
BlackRock (NYSE:BLK) is integrating its tokenized money market fund BUIDL with cryptocurrency exchange OKX as Bitcoin
Via
Benzinga
Topics
ETFs
If You Invested $100 In BlackRock Stock 20 Years Ago, You Would Have This Much Today
↗
April 27, 2026
Via
Benzinga
Embree Financial Purchased Shares Worth $13.1 Million in iShares' CORO. Is This ETF a Buy?
↗
April 27, 2026
Specializing in active country rotation, this ETF targets international equity exposure for investors seeking dynamic portfolio strategies.
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
Why More Institutional Investors Are Adding Bitcoin to Their Balance Sheets
↗
April 26, 2026
As a $1.6 trillion asset with substantial upside, this leading cryptocurrency has drawn the attention of larger pools of capital.
Via
The Motley Fool
Topics
ETFs
Crypto News: Pepeto Presale Announces $9.5M Amid Bitcoin Price Prediction Targets $200,000 After Musk Warns Dollar Is Losing Value
April 25, 2026
Pepeto project announces surpassing 9.5M raised fast, while the crypto news from the Pepeto presale is outpacing every project this
Via
First Publisher
Topics
ETFs
Economy
Robert Half (RHI) Stock Trades Down, Here Is Why
April 24, 2026
What Happened? Shares of specialized talent solutions company Robert Half (NYSE:RHI) fell 5.1% in the morning session after the company reported first-quarte...
Via
StockStory
Why Iridium (IRDM) Shares Are Getting Obliterated Today
April 24, 2026
What Happened? Shares of satellite communications provider Iridium fell 5.3% in the morning session after the company reported first-quarter financial result...
Via
StockStory
Investors Will Soon Have Two New Alternatives to Invesco QQQ
↗
April 24, 2026
Two investment firms just filed to launch Nasdaq-100-focused ETFs.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Stocks
Meet the Unstoppable BlackRock ETF Obliterating the S&P 500, the Nasdaq-100, and the Dow Jones Right Now
↗
April 23, 2026
This exchange-traded fund invests in some of America's largest and fastest-growing technology stocks.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Stocks
Is the iShares CLOA ETF a Buy After Richard Bernstein Advisors Loaded Up on 6.2 Million Shares?
↗
April 23, 2026
The iShares AAA CLO Active ETF offers exposure to actively managed, high-grade collateralized loan obligations for income-focused investors.
Via
The Motley Fool
Topics
ETFs
Absolute Advisers Adds BlackRock's HYT ETF to Its Alternative Investment Approach
↗
April 23, 2026
The BlackRock Corporate High Yield Fund invests in below investment-grade bonds, aiming to deliver income and diversification for shareholders.
Via
The Motley Fool
Topics
Bonds
ETFs
Regulatory Compliance
Strategy (MSTR) Is Essentially a Leveraged Bitcoin ETF -- Is That a Good Thing?
↗
April 22, 2026
Strategy and Michael Saylor are conducting financial engineering in ways that capital markets have never seen before.
Via
The Motley Fool
Topics
ETFs
Crypto News: Pepeto Announces Investment Growth While the Bitcoin Price Prediction Bulls Targets $150,000
April 22, 2026
Crypto news around Pepeto is moving faster than any presale this cycle, with whale wallets entering at record pace and
Via
First Publisher
Topics
ETFs
Strategy (MSTR) Stock Trades Up, Here Is Why
April 22, 2026
What Happened? Shares of bitcoin development company Strategy (NASDAQ:MSTR) jumped 9.4% in the afternoon session after a major institutional investor disclos...
Via
StockStory
Investment Manager Adds New Position in International ETF, According to Latest SEC Filing
↗
April 22, 2026
BlackRock’s iShares International Country Rotation Active ETF targets global equity markets with a dynamic, actively managed approach.
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
One Wealth Advisors Initiated a Position in iShares' BLCR. Is This ETF a Buy?
↗
April 22, 2026
This ETF targets total return through active management of large-cap U.S. equities, blending fundamental and quantitative selection methods.
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
Bitcoin Hits $78,000 As Strategy, BlackRock, Morgan Stanley Continue BTC Accumulation
↗
April 22, 2026
Bitcoin (CRYPTO: BTC) has rebounded to $78,000, supported by growing evidence of tightening supply as institutional accumulation accelerates.
Via
Benzinga
BlackRock (BLK) Q4 2025 Earnings Transcript
↗
April 21, 2026
BlackRock (BLK) Q4 2025 Earnings Transcript
Via
The Motley Fool
Topics
ETFs
Strategy Tops BlackRock's IBIT With 815,000 BTC As MSTR Breakout Targets $207
↗
April 21, 2026
Strategy beats IBIT to become the world's largest Bitcoin holder at 815,061 BTC, overtaking the ETF for the first time since 2024.
Via
Benzinga
Topics
ETFs
UPS, Netflix, BlackRock And A Health Care Stock On CNBC's 'Final Trades'
↗
April 20, 2026
Stephen Weiss recommends Netflix as final trade, while Jason Snipe likes BlackRock. Amy Raskin suggests Illumina and Jenny Harrington chooses UPS.
Via
Benzinga
What's the Best Bitcoin ETF to Buy in 2026?
↗
April 20, 2026
With this new ETF, buying Bitcoin has never been easier or cheaper.
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
Why Are Affirm (AFRM) Shares Soaring Today
April 17, 2026
What Happened? Shares of buy now, pay later company Affirm (NASDAQ:AFRM) jumped 6.8% in the afternoon session after the ceasefire in the Middle East fueled a...
Via
StockStory
TPG and Invesco Shares Are Soaring, What You Need To Know
April 17, 2026
What Happened? A number of stocks jumped in the afternoon session after the ceasefire in the Middle East fueled a surge in global equity prices and asset val...
Via
StockStory
What to Know About This $2.9 Million Defense ETF Buy in a 1.5% Allocation Bet
↗
April 17, 2026
This actively managed ETF targets companies across the defense and industrials sectors, aiming to offer specialized market exposure.
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
Triad Wealth Partners Builds Stake in iShares International Country Rotation Active ETF, According to Recent SEC Filing
↗
April 16, 2026
The iShares International Country Rotation Active ETF (CORO) rotates capital between countries rather than tracking a fixed global index. That can push returns to diverge from broad international...
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
< Previous
1
2
3
4
5
6
7
8
9
...
99
100
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.