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
iShares ESG Aware 60/40 Balanced Allocation ETF
(NY:
EAOR
)
35.34
-0.17 (-0.47%)
Official Closing Price
Updated: 8:00 PM EST, Dec 31, 2025
Add to My Watchlist
Quote
Overview
Detailed Quote
Charting
Historical Prices
News
Press Releases
Research
Quarterly Reports
Insider Filings
Other Filings
All News about iShares ESG Aware 60/40 Balanced Allocation ETF
< Previous
1
2
Next >
WULF Stock Rises 3% Pre-Market After Keefe More Than Doubles Price Target
↗
December 31, 2025
Keefe Bruyette upgraded TeraWulf to an ‘Outperform’ rating from ‘Market Perform’, citing its optimism on the company’s high-performance computing transition.
Via
Stocktwits
Why Did RARE Stock Plunge Over 41% Today?
↗
December 29, 2025
Ultragenyx Pharmaceutical announced disappointing results from its Phase 3 studies for the setrusumab (UX143) in the Osteogenesis Imperfecta (OI) program.
Via
Stocktwits
Biohaven Stock Slumps After Hours As Failed Depression Study Adds To A Brutal 2025 — Retail Eyes Epilepsy And Obesity Catalysts
↗
December 24, 2025
The company said that no reduction in depressive symptoms were observed in the BHV-7000 trial over six weeks as compared with placebo.
Via
Stocktwits
Instacart Pulls Plug On AI-Driven Grocery Pricing Tests After Shopper Backlash And Regulatory Scrutiny
↗
December 22, 2025
The company said that retailers will no longer be able to use Eversight technology to run item price tests on Instacart.
Via
Stocktwits
Arrowhead Pharmaceuticals Stock Jumps 22% After Morgan Stanley Hikes Price Target
↗
November 26, 2025
Via
Stocktwits
Why Did INSP Stock Soar 29% Today?
↗
November 24, 2025
Via
Stocktwits
AVXL Stock Draws Retail Attention Ahead Of Company’s Meeting With EMA Committee
↗
November 10, 2025
Via
Stocktwits
BMY CEO Expects Cancer Drug Opdivo To Drive Strong Sales In 2025
↗
October 30, 2025
Via
Stocktwits
CACI International To Acquire ARKA From Blackstone Funds In $2.6B Cash Deal
↗
December 22, 2025
ARKA Group offers space-based sensor technology and optical technology that will enable CACI to expand its offerings
Via
Stocktwits
Topics
Artificial Intelligence
Government
Disc Medicine Stock Slides After FDA Fast-Track Approval Doubts Surface — Wall Street Calls It An ‘Overreaction’
↗
December 19, 2025
Stat News on Friday raised concerns for Biopertin’s expedited approval under the FDA Commissioner's National Priority Voucher program.
Via
Stocktwits
Anavex Stock Slides After Hours On EMA Panel’s Negative Alzheimer’s Drug Opinion — Retail Traders Talk Buyout Potential
↗
December 12, 2025
Anavex said on Friday that the CHMP has indeed adopted a negative opinion “as expected.”
Via
Stocktwits
Why Is SRPT Stock Falling Today?
↗
December 11, 2025
Sarepta Therapeutics announced a debt refinancing plan totaling about $291 million.
Via
Stocktwits
Rocket Lab Is Finally Having Its SpaceX Moment — Yet One Grounded Project Could Make Or Break This Year’s Fantastic Surge
↗
December 09, 2025
When compared to the first quarter of 2021, Rocket Lab’s recent quarter reported a revenue surge of 750%, making the third quarter of this year its best one ever.
Via
Stocktwits
JHG Stock Rockets 15% Pre-Market After Receiving A Non-Binding Proposal For $46 Per Share
↗
October 27, 2025
Via
Stocktwits
Hillenbrand To Go Private In Nearly $4B Deal With Affiliate Of Lone Star Funds
↗
October 15, 2025
Via
Stocktwits
SAIC Stock Surges Post Upbeat Q3 Earnings, Improved Guidance
↗
December 04, 2025
The defense and tech company’s adjusted earnings per share of $2.58 beat analyst estimates by over $0.50.
Via
Stocktwits
AVXL Stock Jumps On Lower Q4 Loss, Anticipation For EMA Approval Of Alzheimer’s Drug
↗
November 25, 2025
Anavex ended the quarter with cash and cash equivalents of $102.6 million.
Via
Stocktwits
Topics
Artificial Intelligence
BBWI Stock Cracks Pre-Market After CEO Warns Of Softer Q3, Slashes Full-Year Guidance
↗
November 20, 2025
The company said it was revising its full-year 2025 net sales guidance to a decline in the low single digits, compared with the previous forecast of 1.5% to 2.7% growth.
Via
Stocktwits
Joby Aviation To Launch Electric Air Taxi Test Flights In Saudi Arabia
↗
November 19, 2025
The company said that under the agreement, Joby will work together with Red Sea Global and The Helicopter Company to establish a "sandbox" for pre-commercial operations.
Via
Stocktwits
Topics
Artificial Intelligence
Pfizer Raises Full-Year Earnings Guidance, Q3 Numbers Beat Street Estimates
↗
November 04, 2025
The company noted that it is on track to deliver about $7.2 billion in overall anticipated net cost savings by the end of 2027.
Via
Stocktwits
Topics
Artificial Intelligence
World Trade
ASTS Stock Hit Fresh All-Time Highs Today: What’s Driving The Investor Buzz?
↗
October 14, 2025
Via
Stocktwits
Planet Labs To Provide Images Within An Hour Using New Earth Observation Satellites: Report
↗
October 08, 2025
Via
Stocktwits
BridgeBio Shares Second Positive Late-Stage Study Result In A Week – Calcium Disorder Drug Trial Yields Positive Results
↗
October 29, 2025
76% of the 67 participants administered Encaleret in the trial achieved both serum and urine calcium within the respective target ranges after 24 weeks of treatment.
Via
Stocktwits
Organon CEO Kevin Ali Resigns Amid Audit Probe Into Wholesaler Sales Practices
↗
October 27, 2025
Organon said that the investigation found that certain wholesalers in the United States were asked to buy more Nexplanon than they needed.
Via
Stocktwits
Albemarle To Sell Majority Stake In Ketjen’s Refining Catalyst Business To KPS Capital Partners
↗
October 27, 2025
The company said that Albemarle and KPS, through affiliates, will own about 49% and 51% of Ketjen at close, respectively.
Via
Stocktwits
UnitedHealth’s Optum CFO Reportedly Exits In Less Than Six Months Into The Role
↗
October 23, 2025
Roger Connor is leaving the role to return to the U.K. to be closer to family, according to a Bloomberg report on Thursday, citing an internal memo.
Via
Stocktwits
Plug Power Names Insider Jose Luis Crespo As New CEO
↗
October 07, 2025
Via
Stocktwits
UnitedHealth Shareholder Proposes Distinct Chairman And Chief Executive Roles: Report
↗
October 03, 2025
Via
Stocktwits
Applied Digital Stock Soars 7% Pre-Market On $5B AI Factory Lease With US Hyperscaler
↗
October 22, 2025
Applied Digital said that this was a nearly 15-year lease agreement to deliver 200 MW of critical IT capacity at Polaris Forge 2.
Via
Stocktwits
Topics
Artificial Intelligence
Humana Stock Slumps After Reportedly Losing Lawsuit Seeking To Undo Cuts To Medicare Bonus Payments
↗
October 14, 2025
Bloomberg reported on Tuesday that a Texas judge ruled in favor of the federal government, affirming a downgrade of quality ratings that are tied to payments for Medicare Advantage.
Via
Stocktwits
Topics
Lawsuit
< Previous
1
2
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.