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about us
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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
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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
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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
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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
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iShares Select Dividend ETF
(NQ:
DVY
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141.14
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Updated: 4:15 PM EST, Dec 31, 2025
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All News about iShares Select Dividend ETF
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Why Investors Are Ditching High- Or Low-Cost Smart Beta For Mid-Range Active ETFs Like JEPI, JEPQ
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November 13, 2025
As active ETFs outpace smart beta products, CFRA's Aniket Ullal highlights how mid-cost funds are redefining the U.S. ETF landscape.
Via
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Clean Energy’s Second Wind: What iShares Global Clean Energy ETF Tells Us Now
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November 11, 2025
Clean Energy’s Second Wind: What iShares Global Clean Energy ETF Tells Us Now
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Why the Tide in Biotech May Finally Be Turning and What iShares Biotechnology ETF (IBB) Signals
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November 03, 2025
Why the Tide in Biotech May Finally Be Turning and What iShares Biotechnology ETF (IBB) Signals
Via
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These 3 Dividend ETFs Offer Yield, Quality, and Diversification
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October 27, 2025
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This Fund Bet $3.3 Billion on GPIX — Here's Why Income-Focused ETFs Are Gaining Momentum
↗
October 23, 2025
This Fund Bet $3.3 Billion on GPIX — Here's Why Income-Focused ETFs Are Gaining Momentum
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Northside Capital Loads Up On NextEra Energy (NEE) Stock in Q3 2025
↗
October 07, 2025
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Regulatory Compliance
DVY Is a Popular Dividend ETF for Passive Income. But Is It the Best?
↗
July 03, 2025
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10 of the Best Dividend ETFs to Buy
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June 03, 2025
All 10 Dividend ETFs own high-quality assets.
Via
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Are There Cracks In The Breadth Thrust Case For Stocks?
↗
April 26, 2025
In this week's video, we'll review the latest charts and data to help us answer the question: the breadth thrusts nailed down on Thursday — do the charts overall align with the rare bullish signals or...
Via
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Stocks / Equities
SCHD Is Down, But Its Dividend Is Up And These 2 ETFs Are Quietly Catching Up
↗
April 24, 2025
Schwab's Dividend Equity ETF (SCHD) has consistently delivered high returns and raised its dividend, making it a top choice for long-term income.
Via
Benzinga
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ETFs
Sit Out Market Drama With These 3 Dividend Funds
↗
April 04, 2025
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3 High-Yield Dividend ETFs to Buy to Generate Passive Income
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February 23, 2025
Via
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Dividend Stocks Could Be 'Biggest Winners' As Trump's Trade Moves Shake Markets: WisdomTree Expert
↗
February 04, 2025
With Trump's tariffs in focus, dividend-paying, domestically focused businesses are expected to benefit. ETFs like Vanguard Dividend Appreciation and iShares Select Dividend could offer exposure to...
Via
Benzinga
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Government
World Trade
EXCLUSIVE: 'Higher For Longer' Interest Rates Shift Investors To Value, Tariff Fears Overstated, Says WisdomTree Expert
↗
January 22, 2025
Jeff Weniger, Head of Equity Strategy at WisdomTree, suggests value stocks are better than growth stocks as interest rates remain higher. Tariff risk is already priced in and investors should reassess...
Via
Benzinga
Comerica Stock Drops On Q4 Earnings Miss, Retail Reaction Split
↗
January 22, 2025
The lender reported an adjusted net earnings of $1.20 per share for the October to December quarter, compared with average analysts’ estimate of $1.26 per share, according to FinChat data.
Via
Stocktwits
Topics
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Choosing Among A Broad Selection Of Dividend-Focused ETFs
↗
November 29, 2024
As classified by ETF Database by VettaFi, there are currently 92 dividend focus US ETFs with nearly $460 billion under management.
Via
Talk Markets
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A Guide To 7 Dividend Aristocrat ETFs
↗
October 13, 2024
While there are plenty of options in the dividend ETF world, zeroing in on the dividend aristocrats could be a wise move amid the market turmoil. We have highlighted some popular ETFs that could be...
Via
Talk Markets
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These 3 Dividend ETFs Are a Retiree's Best Friend
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September 13, 2024
Retirees can get diversification and solid income from these exchange-traded funds.
Via
The Motley Fool
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Dividend Histories Help
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September 05, 2024
Dividends don't impact total return much over short time frames, but they make a massive difference over the long term. There are plenty of ways to seek dividends including a number of dividend-focused...
Via
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3 Top Dividend ETFs That Investors can Buy and Hold for Decades
↗
August 16, 2024
You won't have to worry about tracking individual dividend stocks anymore with these funds.
Via
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Conservative Portfolio: Strategies for Stability
August 15, 2024
This article offers insights into the most commonly-used assets used in conservative investing strategies, and lays out pros and cons of conservative investing.
Via
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Bonds
Economy
Retirement
Broader Market Participation Continues
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July 29, 2024
One common theme this year has been commentary around a market that is seeing broader participation. What is meant by this is the fact more stocks and asset classes are participating in the market's...
Via
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7 Top-Rated Funds Combining Capital Preservation and Rich Payouts
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July 06, 2024
Explore top-rated income funds combining capital preservation and rich payouts, offering stability and income in uncertain economic times.
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3 Retirement All-Stars for Steady Growth and Income
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July 01, 2024
Retirement stocks lead the pack with steady dividends and strong growth potential. Invest smartly for a worry-free retirement.
Via
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Financial Leaders - Review Of March 18-22
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March 23, 2024
This week’s financial landscape was marked by a blend of bullish sentiment in specific sectors and commodities, countered by volatility in the cryptocurrency market and cautiousness in the real estate...
Via
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A 5% February: What Worked And What Didn't
↗
February 29, 2024
The S&P 500 finished February with a gain of more than 5% for just the 11th time in the index's history since 1928.
Via
Talk Markets
Topics
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Guide To The Best High-Yield Dividend ETFs For Maximum Returns
↗
December 23, 2023
ETFs invest in a broad range of companies that pay above-average dividends, allowing investors to enjoy capital appreciation and regular income. However, the best time to buy these ETFs, is often after...
Via
Talk Markets
Topics
ETFs
3 Beaten-Down ETFs To Buy For A Turnaround In 2024
↗
December 22, 2023
Following three consecutive monthly losses since the COVID pandemic began in March 2020, Wall Street recorded a robust recovery starting in November. we have highlighted ETFs from different zones that...
Via
Talk Markets
Topics
ETFs
The Best Dividend ETF
↗
December 06, 2023
Rather than giving shelter from an expected stormy economy, the largest dividend ETFs have been left behind by an AI-obsessed market in 2023. This year to date, the S&P 500 has gained 19% and the...
Via
Talk Markets
Topics
ETFs
Economy
Stocks
A Complete Guide To Dividend Aristocrat ETFs
↗
August 11, 2023
These products provide a nice combination of annual dividend growth and capital appreciation opportunity and are mainly suitable for risk-averse, long-term investors.
Via
Talk Markets
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