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home
about us
Investment Approach
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Firm ADV PDFs
Form CRS
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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
Services, Fees and Compensation
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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
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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
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Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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Event Schedule
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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
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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
(NY:
SPIB
)
34.04
UNCHANGED
Official Closing Price
Updated: 8:00 PM EST, Feb 20, 2026
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All News about State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
TrueWealth Financial Buys $12 Million of First Trust Managed Municipal ETF
↗
February 19, 2026
This municipal bond ETF delivers tax-exempt income through a diversified portfolio of federally tax-free debt securities.
Via
The Motley Fool
Topics
Bonds
ETFs
Regulatory Compliance
Stocks: Are You Missing The Big Picture?
↗
September 28, 2024
In this week's video, we'll review the latest charts to help us answer the question - are you missing the big picture?
Via
Talk Markets
U.S. Weekly Fundflows Insight Report: Municipal Bond Fund ETFs Record Largest Weekly Inflow Of The Year
↗
September 14, 2023
Equity funds, money market funds, and taxable bond funds registered inflows, while alternatives funds, tax-exempt bond funds, mixed-assets funds, and commodities funds suffered outflows over the week.
Via
Talk Markets
Topics
Bonds
ETFs
Do The Charts Align With An Imminent-Recession Narrative?
↗
May 27, 2023
Risk-on or toppy? What we can learn about recession and bear market probabilities by examining the latest charts, data, and studies.
Via
Talk Markets
Key To The 2023-24 Market Puzzle: What Does History Say About Fed Pause Vs. Pivot?
↗
May 13, 2023
The complexities of forecasting in 2023 include: The market is betting on Fed rate cuts and a soft landing; is that a reasonable assumption? What will break the logjam?
Via
Talk Markets
ETF Battles: SPIB Vs. VCIT - Which ETF Is Best For Rising Interest Rates?
↗
April 05, 2022
In this episode of ETF Battles, I referee an audience-requested contest between the SPDR Portfolio Intermediate Term Corporate Bond ETF and Vanguard Intermediate-Term Corporate Bond ETF. Check out this...
Via
Talk Markets
U.S. Weekly FundFlows Insight Report: Investors Pile Into Treasury, Flexible, And High-Yield Funds And ETFs
↗
December 12, 2021
Market volatility was on a roll during the fund-flows week as investors recovered from Omicron-related jitters while still keeping a keen eye on inflation, supply chain disruptions, and the Federal...
Via
Talk Markets
Topics
Economy
U.S. Weekly FundFlows Insight Report: In Contrast With Fund Investors, APs Give Cold Shoulder to Bonds, Embrace Equities
↗
May 06, 2021
Investors were overall net sellers of fund assets (including those of conventional funds and ETFs) for the first week in three.
Via
Talk Markets
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