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Read FULL Seminar Here
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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
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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
RSVP-Signup Form
MARKET RESEARCH
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iShares U.S. Insurance ETF
(NY:
IAK
)
140.56
-1.16 (-0.82%)
Official Closing Price
Updated: 8:00 PM EDT, Jun 30, 2026
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IBM, Verizon, Merck stocks lead Dow to new highs
January 31, 2024
The Dow hits record highs with IBM, Verizon, Merck, and insurer Travelers leading the way; those strong stocks don't make much of a dent in S&P performance
Via
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How EVs, High-Tech Vehicles Are Fueling Surge In Insurance Stocks
↗
January 25, 2024
Insurance company stocks in 2024 have outperformed S&P 500, with a 5% increase driven by soaring vehicle insurance costs and complexity of EV repairs.
Via
Benzinga
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Interest rates propel insurers' earnings to new highs
November 10, 2023
The insurance sector, including Progressive and Chubb, outperforms with steady earnings growth and favorable market conditions amid rising interest rates.
Via
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Topics
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Q2 Earnings & Market Sell-Off Impact: 5 Must-See ETF Charts
↗
August 25, 2023
While longer-than-expected rate worries and banking concerns led to feeble trading in recent weeks, a few equity ETFs rose or saw a modest decline over the past month.
Via
Talk Markets
Topics
ETFs
The Frequency of Billion-Dollar Disasters in the U.S.
↗
August 12, 2023
Back in the early 1980s, the average interval between major disasters was 75 days. Fast forward to 2022, and that average window has drastically reduced to a mere 20 days between billion-dollar...
Via
Talk Markets
A Look At Insurance ETFs Post A Mixed Bag Q1
↗
May 17, 2023
Since insurance companies have long-term investment horizons, they can hold investments until maturity and hence no actual losses are realized.
Via
Talk Markets
Insurance ETFs Rising On Q4 Earnings Results
↗
February 10, 2023
The following insurance ETFs have gained 3.3% and 7%, respectively, so far this year.
Via
Talk Markets
5 Top-Ranked ETF Wins Amid Worst Market In 2022
↗
January 03, 2023
While there have been losers in many corners of the space, these five ETFs from different industries that easily survived the market rout and outperformed last year.
Via
Talk Markets
5 Best-Performing Sector ETFs Of 2022
↗
December 28, 2022
While most segments of the market are suffering from huge losses, with technology bearing the maximum brunt, the energy sector has been the outperformer, followed by metal miners and many others.
Via
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The 7 Best Investment Funds to Navigate a Possible Recession
↗
December 13, 2022
With a possible recession on the horizon, investors may be able to protect themselves through the best investment funds.
Via
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5 ETFs That Deserve Special Thanks In Rotten 2022
↗
November 23, 2022
These ETFs from different zones have been the star performers so far this year and could be better plays in the coming months. These ETFs deserve special thanks and attention going into the New Year...
Via
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Top-Ranked ETFs That Beat The Market In October
↗
November 02, 2022
While there have been winners in many corners of the space, here are five ETFs from different industries that outperformed last month.
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The 7 Best ETFs to Buy Now if You’re Looking for Safety
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May 23, 2022
Going with a basket of investment ideas could be the ideal approach during these uncertain times.
Via
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Insurance ETFs to Gain on Solid Q1 Earnings
↗
May 17, 2022
Upbeat earnings from the leading players in the insurance industry added to the strength as some of the prominent players surpassed estimates for both earnings and revenues. This will pave the way for...
Via
Talk Markets
ETF Areas To Consider As Fed Hikes Rates Again In 2022
↗
May 08, 2022
Investors are struggling with rising Treasury yields and the Fed’s aggressive stance on interest rate hikes to control inflation. Strongly reversing a rally observed since May beginning, Wall Street...
Via
Talk Markets
Macroeconomic And Geopolitical Shifts - Strategic Or Tactical?
↗
April 20, 2022
Between inflation skyrocketing beyond expectations, the drumbeats of war, and global sanctions on Russian Oil, macroeconomic and geopolitical themes have dominated the 2022 stock market.
Via
Talk Markets
ETF Areas Poised To Gain From Fed's Aggressive Tone
↗
April 10, 2022
Developments in the war may slow down production activities and impact the export of commodities. This is especially true as tensions have led to supply disruption fears. Against this backdrop, let’s...
Via
Talk Markets
ETF Areas To Consider For Investing In March Amid War Concerns
↗
March 05, 2022
Wall Street is feeling the brunt of the ongoing Russia-Ukraine war. The Dow Jones Industrial Average declined 0.3% on March 3. Let’s take a look at some ETF areas that investors may want to consider...
Via
Talk Markets
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