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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
Total Asset Fund (TAF)
TAF sm Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
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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
Quarterly Performance Reports
EVENTS
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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
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JPMorgan Ultra-Short Income ETF
(NY:
JPST
)
50.63
-0.01 (-0.02%)
Official Closing Price
Updated: 8:00 PM EST, Jan 9, 2026
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All News about JPMorgan Ultra-Short Income ETF
Retireful Liquidates 44K VGIT Shares Worth $2.7 Million
↗
October 21, 2025
Via
The Motley Fool
Topics
Bonds
ETFs
Economy
Retireful Dumps 133K iBonds 2027 ETF Shares Amid Q3 Portfolio Reshuffle
↗
October 21, 2025
Via
The Motley Fool
Topics
Bonds
ETFs
Retireful Sells Off 132K IBTI Shares Valued as $2.95 Million
↗
October 21, 2025
Via
The Motley Fool
Topics
Bonds
ETFs
Economy
Crumly Loads Up on 110,675 SDVY Shares in Q2 Filing
↗
July 09, 2025
Crumly & Associates Inc. reported purchasing 110,675 shares of SDVY valued at $3.81 million in Q2 2025, according to a July 2 SEC filing.
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
JPMorgan's New ETF Smashes Records With $2 Billion Kick Off
↗
June 27, 2025
J.P. Morgan Asset Management launched a $2 billion bond ETF with high yield and active management, amid rising demand for fixed income strategies.
Via
Benzinga
Topics
Bonds
ETFs
This Corner Of The ETF Market Is About To Explode To $2 Trillion
↗
May 20, 2025
Active fixed income strategies are poised for massive growth as investors demand flexibility and alpha generation in a volatile market. Three top ETFs leading the way are JPST, BOND, and FIXP.
Via
Benzinga
Topics
ETFs
JPMorgan Launches New Product For Investors Betting On Falling Volatility (CORRECTED)
↗
March 21, 2025
JP Morgan launches VIX Short-Term Futures ETN to benefit from decreased market volatility, despite market expectations for volatility to continue or increase.
Via
Benzinga
Topics
Stocks
Investors Flock To Cash-Like ETFs Amid Market Turmoil
↗
March 15, 2025
Wall Street has endured a sharp market downturn amid ongoing tariff disputes, rising inflation, and heightening recession fears. This market environment has raised demand for cash-like ETFs. Here are...
Via
Talk Markets
Topics
ETFs
Economy
World Trade
Short-Term Bond ETFs See Record Inflows Amid Market Turmoil: 3 Funds That Led The Surge
↗
March 11, 2025
Investors flock to short-term bond ETFs amid recession fears and market volatility. Top performers include SGOV, BIL, and JPST.
Via
Benzinga
Topics
Bonds
ETFs
Economy
Time To Invest in Cash-Like ETFs?
↗
August 14, 2024
Wall Street has grappled with overvaluation in tech and economic slowdown concerns. With nearly two dozen ETFs in this sector, choosing popular ones might be a smart move.
Via
Talk Markets
Topics
ETFs
JPMorgan Aims for $1.5B in AI Value by 2023, Boosting Efficiency in Corporate Finance
↗
March 04, 2024
JPMorgan's AI-powered tool, Cash Flow Intelligence, has greatly reduced manual labor for corporate clients. The bank may introduce fees for this service as part of its plan to integrate AI into its...
Via
Benzinga
Topics
Artificial Intelligence
Why Investors Are Pouring Billions Into Cash-Like ETFs
↗
October 12, 2023
High-quality bonds with short maturities can help mitigate the risk of both rising interest rates and defaults during an economic slowdown. That's why investors have been pouring billions into these...
Via
Talk Markets
Topics
Bonds
U.S. Weekly FundFlows: Money Market Funds Attract Their Fifth Largest Draw Of Net New Money On Record
↗
March 17, 2023
Investors were net purchasers of fund assets (including those of conventional funds and ETFs) for the third week in a row, injecting a net $88.4 billion for the fund-flows week ended Wednesday, March...
Via
Talk Markets
5 ETF Stories Of 2022 To Stay Hot In 2023
↗
December 30, 2022
A look at some of the hot events of 2022 that influenced the market in a big way.
Via
Talk Markets
The 25 Charts Of Christmas
↗
December 24, 2022
Is the October rally attempt on the ropes or looking more and more like a major stock market low? Have interest rates peaked or are they headed much higher?
Via
Talk Markets
Ultra-Short Bond ETFs To Hedge Against Rising Rates
↗
September 22, 2022
Ultra-short bond ETFs invest in securities with durations of less than one year, thus making them less vulnerable to rising rates.
Via
Talk Markets
Despite Hawkish Comments, Treasury ETFs Attract Net New Money This Week
↗
September 02, 2022
Equity funds (including ETFs), taxable bond funds, and municipal bond funds took it on their collective chins this week.
Via
Talk Markets
How To Build An Income-Focused Equity Portfolio With ETFs
↗
May 07, 2022
The current bond market has left investors scurrying for alternative investment options that offer good yields. Investors have also started to reconsider the traditional 60/40 portfolio model. Let's...
Via
Talk Markets
U.S. Weekly FundFlows Insight Report: Conventional Funds and ETFs Attract $3.8 Billion of Net Inflows for the Week
↗
September 09, 2021
Investors were overall net purchasers of fund assets (including those of conventional funds and ETFs) for the sixth week in seven.
Via
Talk Markets
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