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home
about us
Investment Approach
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Market Analysis Summary
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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
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EVENTS
FIP
Event Schedule
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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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iShares MSCI World ETF
(NY:
URTH
)
188.06
-0.16 (-0.09%)
Streaming Delayed Price
Updated: 1:19 PM EST, Jan 8, 2026
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Overview
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All News about iShares MSCI World ETF
URTH vs. NZAC: Global Reach or Climate-Conscious Investing?
↗
December 27, 2025
Explore how differences in ESG screening, sector focus, and fund size may impact your global ETF investing strategy.
Via
The Motley Fool
Topics
ETFs
URTH vs. NZAC: Similar Results But Different Fees
↗
December 03, 2025
Cost, yield, and climate focus set these global ETFs apart—see how their distinct strategies could impact your portfolio’s global exposure.
Via
The Motley Fool
Topics
ETFs
NZAC and URTH Both Offer International Exposure, But With Differing Goals and Diversification
↗
November 28, 2025
While NZAC is focused specifically on climate-friendly stocks, URTH's strategy is broader and more diversified. Here's how they compare on cost, risk, and earnings.
Via
The Motley Fool
Topics
ETFs
MSCI Set To Shakes Up Global ETF Lineups — SoFi, Affirm, Rocket Lab Join
↗
August 13, 2025
MSCI will roll out a rejig of its ACWI and Emerging Markets indexes, adding 42 and removing 56 securities. ETFs linked to these indexes may experience temporary spikes in trading volumes.
Via
Benzinga
Topics
ETFs
US Stocks Likely To Open Lower After A Week Of Records: Tesla In Focus As Elon Musk Announces America Party
↗
July 07, 2025
U.S. stock futures declined on Monday after scaling fresh records in the previous truncated week. Futures of benchmarks were trading lower.
Via
Benzinga
Stocks Just Hit Rare Golden Cross For 1st Time Since 2023 — Here's What It Means For Investors
↗
July 07, 2025
The S&P 500 and Nasdaq 100 have formed a "golden cross" on their charts, indicating the possibility of a "long-term bull market."
Via
Benzinga
Topics
Stocks
What Investors Should Know About Yen Carry-Trade Unwinding That Is Sending Global Markets Into A Tailspin
↗
August 05, 2024
After a smooth sailing for nearly a year and a half, panic has gripped global investors, who have begun to sell stocks indiscriminately.
Via
Benzinga
Elon Musk Thinks This Country 'Will Make It Through WW3' Amid Heightened Global Tensions
↗
April 29, 2024
Tesla CEO Elon Musk on Sunday said one nation could remain immune to world war.
Via
Benzinga
Are We Baking Portfolios With Bad Ingredients?
↗
February 10, 2024
It’s been said that baking is like chemistry for hungry people. Meaning, it’s complicated. Just one mistake in the recipe or measurement of your ingredients and your bread can wind up with no...
Via
Talk Markets
ETF Battles: Top Global Stock Fund? A Quadruple Header Between ETF Giants
↗
February 01, 2024
An audience requested quadruple header contest between global stock ETFs from BlackRock, State Street Global Advisors, and Vanguard.
Via
Talk Markets
Topics
ETFs
3M Settles US Treasury Probe Over Iran-Related Sales
↗
September 22, 2023
3M Company (NYSE: MMM), the American multinational conglomerate, is on the hook for a substantial settlement following an investigation by the U.S. Treasury Department.
Via
Benzinga
MSCI World Index In Freefall
↗
July 26, 2022
The MSCI World Index has been in freefall since January.
Via
Talk Markets
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