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home
about us
Investment Approach
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Market Analysis Summary
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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
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EVENTS
FIP
Event Schedule
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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
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Invesco NASDAQ Next Gen 100 ETF
(NQ:
QQQJ
)
37.08
-0.06 (-0.18%)
Streaming Delayed Price
Updated: 9:55 AM EST, Dec 31, 2025
Add to My Watchlist
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All News about Invesco NASDAQ Next Gen 100 ETF
What Could Be One of the Best ETFs to Own in 2026?
↗
December 05, 2025
This ETF isn't as heralded as its larger relatives, but it's one to watch this month, and it could be a star next year.
Via
The Motley Fool
Topics
ETFs
3 Growth ETFs to Buy With $500 and Hold Forever
↗
August 07, 2025
It might be time to look for prospects a bit off the beaten path or at least time to change your tack for owning the market's top growth stocks.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Logitech’s Streaming Agent Gets Smarter, More Personal: Retail Sentiment Improves
↗
May 20, 2025
The upgraded AI assistant provides real-time automation, avatar customization, and interactive tools to boost livestream production and audience engagement.
Via
Stocktwits
Topics
Artificial Intelligence
Beyond QQQ: Two Nasdaq ETFs For Finding Potential Future Tech Superstars
↗
September 20, 2024
The top 10 positions in QQQ constitute almost half of its total weight. Although current tech leaders may have become too pricey two Invesco Nasdaq ETFs target future tech leaders: QQQJ and QQQS. Both...
Via
Talk Markets
Topics
ETFs
Midcap Tech - What Lies Beneath
↗
June 25, 2024
The concentration at the top of the heap in tech has scared investors.
Via
Talk Markets
Nasdaq ETFs Set For Further Growth In 2024
↗
June 22, 2024
The tech-heavy Nasdaq Composite Index has been hitting a series of record highs in recent weeks, powered by technology stocks on artificial intelligence (AI) optimism and Nvidia’s relentless rally. As...
Via
Talk Markets
Topics
Artificial Intelligence
ETFs
Stocks
What's In The Cards For Nasdaq ETFs?
↗
May 27, 2024
The tech-heavy Nasdaq Composite Index hit a record high in the last trading session, marking a five-week win streak. Solid corporate earnings and rate cut bets have been driving the stocks higher
Via
Talk Markets
Topics
Stocks
Stocks to Watch: 3 Up-and-Coming Companies Catering to Next-Gen Consumers
↗
March 05, 2024
Discover three promising stocks that are positioned to win over the rising wave of next generation consumers.
Via
InvestorPlace
3 Top Growth ETFs to Maximize Returns
↗
January 15, 2024
All three of these ETFs offer growth potential in different ways.
Via
The Motley Fool
Topics
ETFs
What Awaits Nasdaq ETFs In 2024 After Best Year Since 2020?
↗
January 02, 2024
The tech-heavy Nasdaq Composite Index recorded the best annual performance since 2020, rising 43% in 2023. The Nasdaq-100, which tracks the top 100 stocks traded on the Nasdaq Exchange, posted...
Via
Talk Markets
Topics
ETFs
Stocks
3 Tech ETFs to Sell Now Before They Lose More Value
↗
April 09, 2023
With growth stocks out of favor, these tech ETFs to sell no longer make sense in the current market environment.
Via
InvestorPlace
The Many Faces of QQQ
↗
May 27, 2022
The history of QQQ, Invesco QQQ Trust, is that it was a game-changer from the very start.
Via
Talk Markets
Opendoor’s iBuying Dominance Makes OPEN Stock a Bargain Under $10
↗
March 30, 2022
Opendoor Technologies is the leader in iBuying, and OPEN stock will likely reflect that leadership in the coming quarters.
Via
InvestorPlace
7 Bull Market Stocks to Buy for a Continued Run Higher in 2022
↗
January 20, 2022
Despite surging inflation and the anticipated increase in interest rates, these bull market stocks deserve your attention.
Via
InvestorPlace
Goldman Launches New Future Tech ETF In Search Of The Next 175,000% Gainer
↗
September 20, 2021
Looking for a 175,000% gain? There's an ETF for that. Goldman Sachs has started a brand new actively managed ETF called the Goldman Sachs Future Tech Leaders Equity ETF that seeks to invest in...
Via
Talk Markets
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