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
Invesco KBW Bank ETF
(NQ:
KBWB
)
87.85
UNCHANGED
Streaming Delayed Price
Updated: 4:15 PM EST, Jan 5, 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 Invesco KBW Bank ETF
< Previous
1
2
3
4
Next >
Avanda Disclosed Complete Sale of 438K KBWB Shares Valued at $31.3 Million
↗
November 10, 2025
Avanda Disclosed Complete Sale of 438K KBWB Shares Valued at $31.3 Million
Via
The Motley Fool
Topics
ETFs
Economy
Howard Marks Cautions On 'Cockroaches,' Warning Loans, Frauds 'Often Occur In Clusters:' Credit Issues Aren't 'Systemic,' They're 'Systematic'
↗
November 07, 2025
Howard Marks' new memo warns of 'cockroaches.' Why he says recent frauds are 'systematic' clusters, not a 'systemic' financial threat.
Via
Benzinga
Zions Bancorp Stock Triggers Retail-Trader Buzz Amid Growing Worries About Bad Loans
↗
October 20, 2025
BofA analysts said that management will need strong communication on credit risk to restore confidence.
Via
Stocktwits
Topics
Bankruptcy
ETFs
Fraud
Treasury Secretary Scott Bessent Calls For Fundamental Reset Of Federal Reserve, Overhaul Of ‘Antiquated’ Bank Capital Norms
↗
July 21, 2025
Via
Stocktwits
Topics
Economy
Citi’s Stock Jumps To 17-Year High After Q2 Earnings Beat, $4B Buyback Plan
↗
July 15, 2025
Via
Stocktwits
Topics
Earnings
JPMorgan Crushes Q3; But Is the Steady Eddy Stock Hitting A Wall?
↗
October 19, 2025
JPMorgan capped off its strong outperformance in 2025 with a big earnings beat in Q3. However, does this strong and steady gainer face resistance going forward?
Via
MarketBeat
Topics
Earnings
MarketBeat Week in Review – 08/04 - 08/08
↗
August 09, 2025
Stocks were higher for the week as investors overlooked tariff uncertainty, but the bulls may get tested by next week's data on inflation and retail sales
Via
MarketBeat
Topics
ETFs
Economy
World Trade
Consider This Bank ETF Before The Fed Cuts Rate This Fall
↗
August 04, 2025
The financials sector has been strong all year, and with interest rate cuts on the table later this year, investors looking for exposure can turn to this ETF.
Via
MarketBeat
Topics
ETFs
Economy
Jamie Dimon Says Fed Independence ‘Absolutely Critical,’ Warns Against Political Interference
↗
July 15, 2025
The JPMorgan CEO noted that tampering with the Fed’s autonomy could disrupt economic stability, calling such interference risky.
Via
Stocktwits
Topics
Earnings
Economy
Government
Jane Fraser Calls Services Citi’s ‘Crown Jewel’ As Profit Jumps 25%, Q2 Results Beat Estimates
↗
July 15, 2025
Citi’s net income jumped to $4 billion in the second quarter, compared to $3.2 billion in the year-ago quarter, which the management said was driven by higher revenues.
Via
Stocktwits
Topics
Artificial Intelligence
Government
World Trade
Rishi Sunak’s Return To Goldman Sachs Draws Warning From UK Watchdog
↗
July 08, 2025
Former U.K. Prime Minister Rishi Sunak’s appointment at Goldman Sachs at Senior Adviser marks his return to Wall Street more than two decades after leaving.
Via
Stocktwits
Trump Administration Set To Ease Big Bank Rules In Major Rollback Since 2008 Crisis: Here Are The Stocks And ETFs Investors Could Consider
↗
June 02, 2025
As Donald Trump's administration nears completion of a proposal to ease big bank rules, they are largely expected to cheer the lower SLR.
Via
Benzinga
Topics
ETFs
Government
Wells Fargo Sells Rail Leasing Business Assets In $4.4 Billion Deal
↗
May 30, 2025
Wells Fargo to sell rail assets to joint venture for $4.4 billion, with GATX and Brookfield owning 30% and 70% respectively. Deal expected to close by Q1 2026.
Via
Benzinga
Bank Of America Bets On Brick-And-Mortar, Expansion Plans Include 60 Markets Worldwide
↗
May 13, 2025
Bank of America disclosed expansion plans; the goal is to open over 150 new locations across 60 markets by the end of 2027.
Via
Benzinga
Goldman Sachs CEO Sees 'Markedly Different Operating Environment' Entering Q2, Announces $40 Billion Stock Buyback
↗
April 14, 2025
Goldman Sachs (NYSE:GS) reported higher first-quarter results, with revenue of $15.06 billion beating expectations at $14.81 billion. Net interest income also rose. Global Banking & Markets saw a 10%...
Via
Benzinga
State Street's Strategic Investment in Ethic Aims to Revolutionize Personalized Portfolios
↗
April 03, 2025
State Street Corporation (NYSE: STT) shares down premarket on Thursday as State Street Global Advisors announces strategic partnership and investment in Ethic Inc.
Via
Benzinga
Morgan Stanley In Spotlight After Reports Of Workforce Reduction, Retail’s Yet To React
↗
March 19, 2025
A Bloomberg report said that the move is aimed at reining costs as executives grapple with minimal attrition in their ranks.
Via
Stocktwits
Why Bank ETFs Are Outperforming The Market
↗
February 16, 2025
After an aggressive regulatory agenda under the Biden administration, banks are now poised to benefit from lighter regulatory scrutiny under the new administration.
Via
Talk Markets
Topics
ETFs
Regulatory Freeze At CFPB: These ETFs Could Gain As Oversight Weakens
↗
February 11, 2025
A CFPB shut down raises concerns about consumer rights but also presents opportunity for investors in bank and fintech ETFs.
Via
Benzinga
Topics
ETFs
Prudent Selling Based On Inflation Or An Overreaction?
↗
February 07, 2025
In this week's video, we'll review the latest charts and data help us answer the question, prudent selling based on inflation fears or an overreaction?
Via
Talk Markets
Topics
ETFs
Economy
Stocks / Equities
Fed Eases Bank Stress Tests, Drops Climate Risks: Financial Stocks Hit Record Highs
↗
February 06, 2025
Fed dials back regulatory burden on major US banks, ending climate stress test and rolling out more favorable 2025 scenario. Relief for Goldman Sachs and Morgan Stanley expected.
Via
Benzinga
Topics
Economy
Trump 2.0: This Sector May See A Big Performance Boost
February 01, 2025
See which sectors performed best and worst under Trumps first term. One sector in particular stands to benefit significantly under Trump 2.0.
Via
MarketBeat
Topics
ETFs
Government
Western Alliance Bancorp Draws Attention On Significant Jump In Q4 Profit: Retail’s Jubilant
↗
January 28, 2025
The lender’s net interest income (NII) declined 4.4% sequentially, hurt by decreased yields on interest-earning assets.
Via
Stocktwits
Northern Trust Stock Rises After Q4 Profit Quadruples, Retail’s Ecstatic
↗
January 23, 2025
The wealth manager’s total trust, investment, and other servicing fees rose 12% to $1.22 billion during the fourth quarter.
Via
Stocktwits
JP Morgan Analyst Sees Earnings Upside For Morgan Stanley Post-Q4 Beat: Details
↗
January 16, 2025
Morgan Stanley reports strong Q4 results, beating expectations for EPS and revenue. Analyst expects outperformance and potential EPS upgrades.
Via
Benzinga
Stocks Rise On Core Inflation Slowdown, Banks Rally After Strong Q4 Earnings, Treasury Yields Plummet
↗
January 15, 2025
Major indices rallied on Wednesday after December inflation data showed underlying price pressures slowing, reducing fears of a prolonged pause in interest rate cuts by the Federal Reserve.
Via
Benzinga
Topics
Economy
Goldman Sachs Q4 Earnings: Underwriting Boosts Revenue, Assets Reach Record $3.14 Trillion
↗
January 15, 2025
Goldman Sachs (NYSE: GS) shares traded higher after reporting strong Q4 and full-year 2024 results. Revenue, EPS, and stock buybacks all beat expectations.
Via
Benzinga
Are Regional Banks The Next Big Opportunity? Wall Street Analysts Bet Big On Multiyear Rally
↗
January 07, 2025
Analysts at three investment banks are optimistic about regional banks, highlighting several factors likely to improve sector fundamentals.
Via
Benzinga
Wells Fargo Declares Dividends On Six Series Of Preferred Stock: Details
↗
November 15, 2024
Wells Fargo stock remains steady after announcing quarterly dividends on preferred shares, with payouts scheduled for December 16, 2024.
Via
Benzinga
What's Going On With Morgan Stanley Stock Today?
↗
November 12, 2024
Morgan Stanley shares are slightly down in today's trading after a strong rally yesterday. The company disclosed MSCP's sale of Sila Services to Goldman Sachs.
Via
Benzinga
< Previous
1
2
3
4
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.