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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
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
Quarterly Performance Reports
EVENTS
FIP
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
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
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Fidelity MSCI Consumer Discretionary Index ETF
(NY:
FDIS
)
104.26
-0.75 (-0.71%)
Official Closing Price
Updated: 8:00 PM EST, Jan 28, 2026
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All News about Fidelity MSCI Consumer Discretionary Index ETF
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Nordic Brokerages Enable Voting At Tesla's AGM For The First Time
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June 11, 2024
Nordic brokerages like Avanza and Nordnet are allowing their clients to vote at Tesla's AGM for the first time, in response to high demand and Elon Musk's proactive stance on shareholder involvement....
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Nike's Multiyear Cost-Cutting Strategy Leads To Layoffs In Europe: Report
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June 05, 2024
Nike has reportedly initiated workforce reductions at its European headquarters in Hilversum, Netherlands, as part of a global cost-saving strategy to trim $2 billion. The company is cutting...
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Tesla Argues New Pay Plan For Musk Would Cost More: Report
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June 03, 2024
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Has Tesla Re-prioritized Its EV Goal? A Change In Current Report Says So
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May 23, 2024
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May 23, 2024
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Tesla Layoffs To Continue Through June, Morale Low Among Workers
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May 20, 2024
Tesla Inc. (NASDAQ: TSLA) employees live in fear as layoffs continue through June. CEO Elon Musk's plan to cut at least 10% of the workforce has left employees anxious, uncertain of their job security....
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Tesla Eyes Chinese Data Center To Boost Autonomous Driving Tech: Report
↗
May 17, 2024
Tesla, led by Elon Musk, is reportedly eyes a data center in China to enhance its self-driving technology. This move aligns with their strategy to locally process data for the Full Self-Driving (FSD)...
Via
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Tesla Told To Face Autopilot Lawsuit In The Wake Of Safety Probes- Report
↗
May 16, 2024
Tesla Inc. (NASDAQ: TSLA) faces a class-action lawsuit for allegedly misleading consumers about its self-driving technology. The lawsuit claims Tesla falsely stated in 2016 that future cars would have...
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Amazon's Upfront Presentation Highlights Strong Push into Movies and Sports Advertising: Analyst
↗
May 15, 2024
Oppenheimer analyst reiterates Outperform rating on Amazon, highlighting pricey talent, heavy movie focus, and potential for ad revenue growth.
Via
Benzinga
Nike's Converse Brand Slashes Jobs As Part Of Cost-Cutting Move: Report
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May 15, 2024
Converse is reportedly reducing its workforce as part of Nike's $2 billion cost-saving plan. The layoffs, affecting 2% of Nike's global workforce, include cuts at Converse's Boston base. This move aims...
Via
Benzinga
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Tesla Sued In California For Environmental Violations
↗
May 14, 2024
Tesla Inc (NASDAQ:TSLA) faces mounting legal woes as an environmental nonprofit, the Environmental Democracy Project, files a lawsuit alleging violations of the Clean Air Act. The suit accuses Tesla's...
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Benzinga
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Lawsuit
Amazon Web Services Undergoes Leadership Change, Matt Garman to Take Over as CEO
↗
May 14, 2024
Amazon (AMZN) stock down as Matt Garman replaces Adam Selipsky as AWS CEO. AWS's 2021 job cuts aimed for digital self-service training. $143.3B Q1 sales, $100B annual run rate. Dominant in cloud market...
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Benzinga
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Artificial Intelligence
Tesla Charging Shakeup May Disrupt Biden EV Plans
↗
May 10, 2024
Tesla CEO Elon Musk reportedly cut about 500 people from the company's supercharger group as part of a restructuring.
Via
Benzinga
Tesla Cuts More Jobs In China As Competition Heats Up
↗
May 09, 2024
Tesla (NASDAQ:TSLA) grapples with mounting job cuts in China amid fierce market competition. Recent layoffs, part of a global downsizing effort exceeding 10%, target various departments at the Shanghai...
Via
Benzinga
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Workforce
Elon Musk's Tesla Sues Indian Company For Trademark Infringement: Report
↗
May 03, 2024
Tesla escalates legal action against Indian battery manufacturer for unauthorized use of its trademark, "Tesla Power," seeking compensation and a permanent injunction.
Via
Benzinga
Topics
Lawsuit
Tesla Interns Face The Heat Of Musk's Budget Squeeze
↗
May 02, 2024
Tesla's abrupt internship offer withdrawals have left students in limbo, scrambling for alternatives. Miami University's Joshua Schreiber shared his shock, losing his offer within hours of receiving...
Via
Benzinga
Topics
Workforce
Forget Individual Consumer Stocks: Buy This ETF Instead
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April 28, 2024
Here's an ETF that outperforms the S&P 500 over a longer time horizon.
Via
The Motley Fool
Topics
ETFs
Stocks
5 ETFs To Tap Amazon's Growth Story
↗
April 13, 2024
Amazon registered its first new all-time high in almost three years during Thursday's trading session, and it was seen edging close to the $2 trillion mark. Here is a closer look at some ETFs that may...
Via
Talk Markets
Topics
ETFs
Amazon To Continue Winning Streak, Analyst Predicts Revenue Surge Amid Booming AWS and Retail Sales
↗
March 22, 2024
Truist analyst reiterates Buy rating on Amazon with a $195 price target. US revenue tracking ahead of consensus, expected to gain share and sustain above-market growth.
Via
Benzinga
Amazon's Shot At Nuclear Power Play - Will The Tech Giant's Latest Move Redefine Green Energy for Data Centers?
↗
March 12, 2024
Amazon is acquiring a nuclear-powered data center, signaling a shift towards clean energy consumption by Big Tech. This move follows a trend by other companies like Microsoft and Google to diversify...
Via
Benzinga
Top ETFs for Every Sector
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February 22, 2024
Top ETFs for all 11 S&P 500 sectors.
Via
The Motley Fool
Topics
ETFs
Stocks
ETFs To Tap On Amazon's Strong Q4 Earnings
↗
February 02, 2024
Shares of AMZN rose as much as 9% in aftermarket hours on elevated volume. Investors may tap the strength with ETFs having a substantial allocation to this online behemoth.
Via
Talk Markets
Topics
ETFs
Will Tesla Beat Or Miss On Q4 Earnings? ETFs In Focus
↗
January 20, 2024
Electric carmaker Tesla, Inc. is scheduled to report fourth-quarter 2023 results on Jan. 24 after the market close. ETFs that maintain a substantial allocation to this luxury carmaker are in focus...
Via
Talk Markets
Topics
ETFs
2024’s Smartest Sector Bets: 3 ETFs to Buy This January
↗
January 10, 2024
Some of 2024’s top sector ETFs to buy were last year’s biggest disappointments but should rebound in the coming months.
Via
InvestorPlace
Topics
ETFs
5 Sector ETFs That Beat The Market In 2023
↗
December 29, 2023
A look at the five best-performing ETFs from different sectors, as the gains were broad-based and well spread out across various segments.
Via
Talk Markets
Topics
ETFs
ETFs Set To Gain Amid Robust Holiday Consumer Sentiment
↗
December 11, 2023
Americans are feeling more confident about the economy than they did over the past few months, heading into the crucial holiday season.
Via
Talk Markets
Topics
ETFs
Economy
ETFs In Focus Ahead Of Tesla Q3 Earnings
↗
October 16, 2023
Electric carmaker Tesla Motors is scheduled to report third-quarter 2023 results on Oct 18 after market close. Let’s take a closer look at its fundamentals ahead of the earnings release.
Via
Talk Markets
Topics
ETFs
Tesla's Surge Propels 10 ETFs, And Cathie Wood's ARKK Isn't Top Gainer
↗
September 11, 2023
Discover the reasons behind Tesla Inc. (NASDAQ: TSLA)'s impressive stock surge. Dive into Morgan Stanley's bullish stance on the company's innovative Dojo supercomputer.
Via
Benzinga
Topics
ETFs
The 3 Best Consumer Discretionary ETFs to Buy for Long-Term Growth
↗
March 15, 2023
You can invest in one of the best consumer discretionary ETFs and position yourself to benefit from long-term growth.
Via
InvestorPlace
What is Consumer Discretionary?
February 15, 2023
What is consumer discretionary? In a strong economy, consumers spend more on consumer discretionary products. Learn more with MarketBeat.
Via
MarketBeat
Topics
Economy
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