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home
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
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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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
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TAF sm Program
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Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
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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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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Event Schedule
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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
Bond Fund Seminar
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iShares Core 30/70 Conservative Allocation ETF
(NY:
AOK
)
40.57
+0.10 (+0.25%)
Official Closing Price
Updated: 8:00 PM EST, Jan 6, 2026
Add to My Watchlist
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All News about iShares Core 30/70 Conservative Allocation ETF
The Best ETF to Hold in Uncertain Times
↗
December 04, 2025
This ETF allocates most of its assets to fixed-income ETFs.
Via
The Motley Fool
Topics
ETFs
World Trade
Risk-On Sentiment Prevails For 2025’s Debut, Fueled By U.S. Stocks
↗
January 06, 2025
There are many reasons to question a bullish outlook at the start of the year, but the gravity-defying trend remains intact overall.
Via
Talk Markets
Topics
ETFs
Market Trends Continue To Lean Into A Bullish Signal
↗
May 23, 2024
Although there are plenty of warnings from analysts who see trouble ahead, trend profiles show no fear.
Via
Talk Markets
Markets Scorecard: Four Months Into The Year, Here's Where Things Stand
↗
May 04, 2024
It is getting to that point in the year where “year-to-date” performance starts to have some meaning and trend. Here’s what I see in the data.
Via
Talk Markets
Does Reflation Risk Threaten The Risk-On Signal For Stocks?
↗
April 25, 2024
Animal spirits have come off the boil lately, but these are still early days for deciding if risk-on sentiment for equities has hit a wall or is in a holding pattern that allows markets to consolidate...
Via
Talk Markets
Despite Geopolitical Threats, Markets Still Lean Into Risk-On
↗
January 30, 2024
There’s no shortage of troubling developments around the world, but markets are still inclined to embrace a risk-on bias.
Via
Talk Markets
Still Waiting For A Clear Risk-Off Signal At 2024’s Start
↗
January 09, 2024
There’s no shortage of reasons to be cautious about the near-term outlook for markets, but reviewing trend behavior via several sets of ETF pairs continues to reflect a positive trend for risk assets.
Via
Talk Markets
Topics
ETFs
Risk-On Signal For Global Markets Strengthens After Fed News
↗
December 14, 2023
The central bank left its policy rate unchanged for a third time while suggesting that a round of rate cuts is on the table for 2024.
Via
Talk Markets
Topics
Economy
Still Looking For A Clear Risk-Off Signal In Markets
↗
November 09, 2023
Markets are churning as various threats raise questions about the path ahead, but for the moment it’s still not obvious that investors are throwing in the towel on risk assets.
Via
Talk Markets
Risk-Off Odds Rising As Markets Retreat And Bond Yields Rise
↗
September 27, 2023
The downturn in the ratio for aggressive vs. conservative asset allocation ETFs is still modest and has yet to signal a downside regime change.
Via
Talk Markets
Topics
ETFs
Is It Risk-Off Yet? Price Trends Still Leave Room For Debate
↗
September 06, 2023
Via
Talk Markets
Risk-On Signals Strengthen In Several Market Trend Profiles
↗
July 18, 2023
One of Wall Street’s famous maxims is that bull markets climb a wall of worry. On that score there’s no shortage of real and potential hazards lurking.
Via
Talk Markets
Looking For Risk-On Signals
↗
January 11, 2023
Mr. Market doesn’t explain himself, but he does drop clues about preferences. Interpretation is mostly art, but it can be worthwhile when there are clear signs of trend changes. One approach for...
Via
Talk Markets
Monitoring Investment Trends With ETF Pairs - Thursday, Sept. 15
↗
September 15, 2022
The risk-off sentiment is back, or so recent market activity suggests. Maybe risk-off never left. There are many ways to assess this state of affairs.
Via
Talk Markets
7 Best Funds for Conservative Investors
↗
July 25, 2022
The best funds for conservative investors limit the downside relative to more growth-oriented investments. Here are seven for your watchlist.
Via
InvestorPlace
Monitoring Risk Appetite With ETF Pairs
↗
June 15, 2022
The trend has turned ugly, at least for the usual suspects in the land of asset classes.
Via
Talk Markets
Return Distributions Are A Key Aspect For Risk Management
↗
August 18, 2021
The search for the holy grail in diversification never ends and, unfortunately, rarely if ever turns up productive discoveries not already widely known.
Via
Talk Markets
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