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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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Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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TAV Program
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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
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Back Dated Performance Reports
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Event Schedule
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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
Tax-Free Income Seminar
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Vanguard Value ETF
(NY:
VTV
)
197.27
+0.27 (+0.14%)
Official Closing Price
Updated: 8:00 PM EDT, Mar 13, 2026
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State Street Shares Rise As Exec Expects Q1 2026 Revenue To Exceed Former Expectations
↗
March 11, 2026
“We'll have a lot more to say and share on our full year expectations when we get back together again in about a month in mid-April to talk about the Q1 results,” the bank's executive said in a...
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March 09, 2026
This is the biggest ETF in the world, but the details still matter.
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How This Popular ETF Went From Laggard to Top 1% in Its Category
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March 08, 2026
The Schwab U.S. Dividend Equity ETF (SCHD) just suffered through three years of miserable performance. In 2026, it's back on top.
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Fresh Survey Stokes AI Bubble Fears. How to React.
↗
March 08, 2026
Exchange-traded funds could provide good diversification.
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Disney Discloses 364-Day $5.25 Billion Credit Agreement
↗
March 03, 2026
The agreement allows the company to access up to $5.25 billion in advances and replaces its previous 364-Day Credit Agreement of the same amount.
Via
Stocktwits
BofA Survey: AI Bubble Just Became the Biggest Worry for Credit Investors
↗
March 02, 2026
The survey reveals 23% of institutional credit investors say an artificial intelligence (AI) bubble is their biggest worry.
Via
The Motley Fool
Topics
Artificial Intelligence
Bonds
Economy
Waterford Advisors Loads Up on CBSH, Buying 44,000 Shares
↗
February 26, 2026
Commerce Bancshares delivers diversified banking and wealth management services across the Midwest through its network of 287 locations.
Via
The Motley Fool
SGML Stock Is Diving Today – Why Has Blue Orca Capital Taken A Short Position Against Co?
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February 26, 2026
The short seller alleged the company is facing undisclosed regulatory actions, creditor lawsuits and safety concerns at its Brazilian mine.
Via
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Topics
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Supply Chain
Why Is Wells Fargo Saying There’s A ‘Unique Opportunity’ To Buy American Express Stock?
↗
February 23, 2026
Citrini Research on Monday discussed hypothetical scenarios of artificial intelligence impacting markets and the global economy in a report on Monday.
Via
Stocktwits
Topics
Artificial Intelligence
Credit Cards
Economy
3 Vanguard ETFs to Buy That Are Crushing the S&P 500 in 2026
↗
February 23, 2026
Even around all-time highs, these exchange-traded funds (ETFs) are great buys for value investors.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Stocks
OXY Stock Is Rising After-Hours – What Is The Reason?
↗
February 18, 2026
OXY strengthened its balance sheet with the completion of the OxyChem sale on January 2, 2026, reducing debt by $5.8 billion since mid-December 2025.
Via
Stocktwits
The Great Yield Hunt: Why Wall Street Is Dumping Tech Titans for the ‘Old Economy’ in 2026
February 17, 2026
NEW YORK — As of February 17, 2026, the long-reigning kings of Silicon Valley are facing a cold front on Wall Street. In a dramatic reversal of the trends that defined the early 2020s, the "Mega Cap 8"...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
McIlrath & Eck Buys $2.7 Million of Vanguard Emerging Markets Government Bond ETF
↗
February 04, 2026
Vanguard Emerging Markets Government Bond ETF provides exposure to sovereign debt across diverse economies with an index-based approach.
Via
The Motley Fool
Topics
Bonds
ETFs
Regulatory Compliance
Afraid of an AI Crash? These 3 Safer Plays Could Protect Your Portfolio.
↗
January 27, 2026
What if the AI bubble bursts in 2026? Here's how you can invest in a safer way in case AI stocks crash.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
SPDR's SPTM Offers Broad Market Reach, While Vanguard's VTV Targets Value Stocks. Which Is the Better Buy?
↗
January 25, 2026
Explore how sector focus, risk profiles, and dividend yields set these two popular ETFs apart for different investment goals.
Via
The Motley Fool
Topics
ETFs
Portfolio Anchors: SCHB Offers Broader Growth Exposure While VTV Delivers Value and a Higher Yield
↗
January 25, 2026
Explore how these two ETFs balance diversification, sector focus, and income to address different investment goals.
Via
The Motley Fool
Topics
ETFs
What This $21.6 Million Bet on Short-Term Loans Signals for Investors
↗
January 23, 2026
First Trust Enhanced Short Maturity ETF invests in high-quality, short-term debt securities with an active management approach.
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
Tech Wreck or Valuation Reset? Rotating to Value in 2026
↗
January 13, 2026
Via
MarketBeat
Prediction: This Vanguard ETF Could Outperform the S&P 500 in 2026
↗
January 12, 2026
Last year, the market was again led by mega-cap growth and tech stocks. With the economic winds shifting, a rotation out of growth and into value might finally be in store.
Via
The Motley Fool
Topics
ETFs
Economy
Stocks
11 Top Vanguard ETFs to Buy and Hold Forever -- Starting in 2026
↗
January 09, 2026
Vanguard is known for low fees and it offers ETFs that meet all kinds of investment objectives.
Via
The Motley Fool
Topics
ETFs
Economy
3 Magnificent ETFs for Retirees That Offer a Solid Mix of Stability and Dividends
↗
January 08, 2026
These funds can be relatively safe options to put money into, even if you're worried about the markets.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
2,400 Stocks or 315 Value Picks: Is SCHB or VTV a Better Fit for Your Portfolio?
↗
January 04, 2026
SCHB owns the whole market, while VTV focuses on value bargains.
Via
The Motley Fool
Topics
ETFs
Stocks
Better ETF for Beginners: ITOT's Broad Market Exposure vs. VTV's Low-Risk Stability
↗
January 03, 2026
Explore how differences in sector exposure and dividend focus shape the risk and income profiles of these two popular ETFs.
Via
The Motley Fool
Topics
ETFs
VTI vs. VTV: How Total Market Exposure Compares to Large-Cap Value Stocks
↗
December 31, 2025
Explore how differences in sector focus, risk, and yield between these Vanguard ETFs can shape your portfolio strategy.
Via
The Motley Fool
Topics
ETFs
The Great Rebalancing: As Consumer Confidence Falters, Investors Retreat to the Safety of Large-Cap Value
December 31, 2025
As the curtain closes on 2025, the exuberant "risk-on" sentiment that defined the early years of the artificial intelligence boom has been replaced by a somber, calculated retreat. On this final day of...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
This Underrated Value ETF Could Turn Long-Term Investors Into Millionaires
↗
December 22, 2025
This ETF can help limit risk while building significant wealth over time.
Via
The Motley Fool
Topics
ETFs
VTV vs. SPTM: Should Investors choose Vanguard's Value ETF or the S&P 1500's Stability?
↗
December 20, 2025
Yield, sector focus, and risk profiles set these ETFs apart—see how their different strategies may align with your investment goals.
Via
The Motley Fool
Topics
ETFs
Stocks
3 Ultra-Safe Vanguard ETFs to Buy, Even if There's a Stock Market Sell-Off in 2026
↗
December 17, 2025
Diversified ETFs can make it easier to buy and hold stocks through periods of volatility.
Via
The Motley Fool
Topics
ETFs
The Smartest ETF to Buy With $500 Today Is the Vanguard Value ETF (VTV) -- No Matter Where the Market Goes Next
↗
December 14, 2025
This ETF offers a nice balance of growth and dividend income.
Via
The Motley Fool
Topics
ETFs
Economy
Beyond Big Tech: Small-Cap Stocks and Value Sectors Emerge as Market Leaders
December 12, 2025
As the year 2025 draws to a close, a significant shift is underway in the financial markets, challenging the long-standing dominance of mega-cap technology stocks. Investors, increasingly seeking...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
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