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home
about us
Investment Approach
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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
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MVS Program
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Back Dated Performance Reports
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Total Asset Value (TAV)
TAV Program
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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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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iShares Core U.S. Aggregate Bond ETF
(NY:
AGG
)
99.47
+0.16 (+0.16%)
Streaming Delayed Price
Updated: 2:25 PM EDT, Apr 13, 2026
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All News about iShares Core U.S. Aggregate Bond ETF
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U.S. Weekly FundFlows Insight Report: Investors Sour on Bond Funds and ETFs for the Lipper Fund-Flows Week
↗
March 10, 2022
Fund investors were net purchasers of equity funds (+$12.5 billion) while being net redeemers of money market funds (-$26.2 billion), taxable bond funds (-$5.8 billion), and tax-exempt fixed-income...
Via
Talk Markets
Will Oil’s Spike Cause A Recession And Bear Market?
↗
March 05, 2022
Learning from past supply disruptions. Also: Are bull/bear charts starting to roll over in the bear's favor?
Via
Talk Markets
Risk Premia Forecasts: Major Asset Classes | March 2, 2022
↗
March 02, 2022
No one really knows what risk premia will be in the months and years ahead, which is why relying on forecasting alone (particularly for the short-term future) is asking for trouble.
Via
Talk Markets
Don’t Confuse Strategy Alpha With Asset Allocation Beta
↗
February 18, 2022
Every active strategy has an asset allocation beta counterpart based on a passive mix of the opportunity set.
Via
Talk Markets
Indexed Bond ETFs To Gain Assets and Liquidity
↗
February 01, 2022
Lost in all the market volatility and concerns about interest rate hikes and inflation was a regulatory ruling with major implications for asset capture in the ETF industry.
Via
Talk Markets
Regulatory Ruling Is A Game Changer For ETF Industry
↗
January 30, 2022
Lost in all the market volatility and concerns about interest rate hikes and inflation was a regulatory ruling that is destined to have a more lasting impact. I expect it to distance iShares and...
Via
Talk Markets
Is The Secular Bull On The Ropes?
↗
January 22, 2022
The takeaway from
Via
Talk Markets
The Continued Sorry Math Of Bonds
↗
December 12, 2021
The conventional belief that investors should retain a fixed income allocation is being undercut by negative real yields. It’s time to leave the bond market to those not in need of a return on their...
Via
Talk Markets
Topics
Bonds
U.S. Weekly FundFlows Insight Report: Anticipated Tapering Results in Record Inflows for Government-Mortgage Funds
↗
November 05, 2021
During Refinitiv Lipper’s fund-flows week ended November 3, 2021, investors were overall net purchasers of fund assets (including both conventional funds and ETFs) for the third week in a row, adding...
Via
Talk Markets
Institutions Cashing In Some Chips?
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June 18, 2021
How much damage this week? This week's video looks at why some are taking chips off the table.
Via
Talk Markets
Survey: Hedge Fund Managers Aren't Worried About Inflation
↗
June 15, 2021
Investors are eagerly anticipating the U.S. Federal Reserve’s updated economic projections expected out Wednesday. Inflation is at the forefront of many investors minds...
Via
Benzinga
Topics
Economy
Stock Market Rally Losing Steam?
↗
June 12, 2021
The S&P printed a new all-time high this Friday - was it confirmed or called into question?
Via
Talk Markets
Topics
Stocks
Next Stop S&P 4300? Weekend Stock Blitz
↗
May 15, 2021
What were the key takeaways from this week's market action and news cycle? Does data from Wed, Thurs, and Friday support a run at new highs, retest, or lower lows? This week's video features numerous...
Via
Talk Markets
Topics
Stocks
U.S. Weekly FundFlows Insight Report: In Contrast With Fund Investors, APs Give Cold Shoulder to Bonds, Embrace Equities
↗
May 06, 2021
Investors were overall net sellers of fund assets (including those of conventional funds and ETFs) for the first week in three.
Via
Talk Markets
Risk Premia Forecasts: Major Asset Classes - Tuesday, May 4
↗
May 04, 2021
The expected risk premium for the Global Market Index (GMI) in the long run ticked higher again in April, rising to 5.9% annualized — modestly above the previous month’s estimate.
Via
Talk Markets
U.S. Weekly FundFlows Insight Report: Capital Flows from Sidelines to Playing Field as U.S. Enters Earnings Season
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April 15, 2021
Investors were overall net redeemers of fund assets (including both conventional funds and ETFs) for the first week in the last 10 as they withdrew $14.0 billion out of the market during Refinitiv...
Via
Talk Markets
Best ETFs for Long-Term Investors
↗
April 08, 2021
2020 was a great year for ETFs, with inflows exceeding $500 billion. Investors prefer ETFs now as they are generally more tax-efficient, cheaper, and easier to trade.
Via
Talk Markets
Which of the Bonds is Unlike the Others
↗
April 08, 2021
When it comes to the fixed income space, 2021 has been a rough year. Just about every area of the sector you look at, YTD returns have been negative.
Via
Talk Markets
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