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home
about us
Investment Approach
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Firm ADV PDFs
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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
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
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TAF sm Program
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Back Dated Performance Reports
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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
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Additional Information
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Back Dated Performance Reports
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Event Schedule
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Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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WisdomTree U.S. SmallCap Fund
(NY:
EES
)
62.84
+1.25 (+2.03%)
Official Closing Price
Updated: 8:00 PM EDT, Apr 17, 2026
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All News about WisdomTree U.S. SmallCap Fund
FreightCar America Slumps 21% As Q4 Results And FY26 Disappoints Investors
↗
March 09, 2026
The company said its revenues in Q4 came at $125.6 million, lower than $137.7 million in the fourth quarter of 2024, despite railcar deliveries of 1,172 units compared to 1,019 units in the prior year...
Via
Stocktwits
MCRB Stock Declines As Seres Therapeutics Pauses SER-155 Phase 2 Study And Shrinks Headcount By 30%
↗
February 12, 2026
The company said that it will continue to seek funding for the SER-155 Phase 2 study.
Via
Stocktwits
Visteon Navigates China Headwinds, Wins JPMorgan Analyst Nod
↗
May 05, 2025
JP Morgan analyst raises Visteon Corporation's price forecast to $97. Company beat earnings estimates and has strong new business and improved tariff regulations.
Via
Benzinga
Topics
World Trade
Axos Financial 'Ahead of Its Time,' Analyst Applauds Digital-First Strategy
↗
October 11, 2024
Needham analyst initiates coverage on Axos Financial with a Buy rating and $82 price target. The company's digital-first strategy and full banking license set it apart from traditional banks for...
Via
Benzinga
Axos Fights Back Against Short Seller's 'Evergreening' Allegations
↗
June 05, 2024
Axos Financial says Hindenburg Research's short report is misleading and false. Its latest earnings call provided credit updates and there have been no changes since then, company says. ment and the...
Via
Benzinga
Topics
Earnings
Axos Financial Hit With Short Seller Report, Stock Tumbles
↗
June 04, 2024
Short seller claims former employee detailed loan practices to hide problems, potentially leading to inadequate provisions. AX shares down 12.01%.
Via
Benzinga
Will Interest Rate Headwinds Turn Into Tailwinds?
↗
December 22, 2023
Over the past two years, rising interest rates reversed several longstanding market relationships so significantly that they defy historical precedent.
Via
Talk Markets
Dollar Strength And Equity Returns – A Potential Tailwind For U.S. Small Caps?
↗
October 11, 2022
Looking ahead, one potential fundamental tailwind for small-cap performance could be the stronger dollar and a greater focus on domestic revenues.
Via
Talk Markets
5 Small-Cap ETFs Trading at a Discount
↗
June 02, 2022
While there are many ETFs that have declined, here are five that have a lower P/E ratio.
Via
Talk Markets
Fed Chair Powell Gets Antsy - Near-Term Risk
↗
March 02, 2022
Fed Chair Jerome Powell is set to speak today. There's risk that he wants to pull forward rate hikes given inflation jumping and we may soon have a
Via
Talk Markets
Large Cap Growth Leaves Small Cap Growth in the Dust
↗
July 28, 2021
Growth stocks have been clear winners of late, but that does not necessarily include all growth stocks.
Via
Talk Markets
Taking The Pulse Of Small-Cap Valuations
↗
June 19, 2021
Small caps tend to operate in cyclical economic sectors versus larger market benchmarks such as the S&P 500 Index. Cyclicals have already started to enjoy the benefits of the reopening trade this...
Via
Talk Markets
Topics
Stocks
Q1 Earnings Effect: 5 Must-Watch ETF Charts
↗
May 25, 2021
Here are five ETFs that have buoyed up on strong earnings results.
Via
Talk Markets
When Cap-Weighted Small-Cap Funds Own “Meme” Stocks
↗
May 13, 2021
I cannot say whether GameStop or the other meme stocks will get their businesses back on their feet. What I can say is that, if you are tracking various small-cap indexes, you just might own them, like...
Via
Talk Markets
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