Menu
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 Buy Currently
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
Sample Portfolio
Sample Portfolio Analysis
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 sm Program
Services, Fees and Compensation
Account Requirements
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
Municipal Bond Presentation
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
Featured Articles
Contrarian Notes Blog
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
Featured Articles
Contrarian Notes Blog
Recent Quotes
View Full List
My Watchlist
Create Watchlist
Indicators
DJI
Nasdaq Composite
SPX
Gold
Crude Oil
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries
iShares U.S. Financial Services ETF
(NY:
IYG
)
89.74
UNCHANGED
Streaming Delayed Price
Updated: 8:00 PM EST, Jan 23, 2026
Add to My Watchlist
Quote
Overview
Detailed Quote
Charting
Historical Prices
News
Press Releases
Research
Quarterly Reports
Insider Filings
Other Filings
All News about iShares U.S. Financial Services ETF
< Previous
1
2
3
Next >
Bank Of America CEO On Buffett's Share Retreat: 'I Don't Know What Exactly He Is Doing ... We Can't Ask'
↗
September 10, 2024
Bank of America CEO praises Warren Buffett as investor, but doesn't know why he's selling shares. Capital rule changes may affect lending.
Via
Benzinga
JPMorgan Shares Tumble After COO Throws Cold Water On Analyst Outlook
↗
September 10, 2024
JPMorgan shares drop as COO Daniel Pinto throws cold water on analyst forecasts for next year's expenses. Other banks also see declines.
Via
Benzinga
JPMorgan Hires New Managing Directors For Mid-Cap Investment Banking Division: Report
↗
September 10, 2024
JPMorgan Chase reportedly names new managing directors to strengthen investment banking division.
Via
Benzinga
What's Going On With Visa Stock Premarket Thursday?
↗
September 05, 2024
Visa reportedly plans to launch an A2A payment service in the UK in early 2025, expanding to other parts of Europe later. It will simplify direct debit transactions and offer protection similar to card...
Via
Benzinga
Mastercard Launches New Payment Passkey Service To Prevent Online Fraud
↗
August 29, 2024
Mastercard launches Payment Passkey Service globally to enhance online shopping security and convenience, combining tokenized payments and biometric authentication to reduce fraud.
Via
Benzinga
What's Going On With Visa Stock Tuesday?
↗
August 27, 2024
Visa launches Money Movement Advisory Practice in North America, helping clients navigate the $200 trillion global market.
Via
Benzinga
JPMorgan Sued For Allegedly Profiting From Customers' Idle Cash: Report
↗
August 27, 2024
JPMorgan faces new lawsuit accusing it of unfairly transferring customers' idle cash into low-interest accounts.
Via
Benzinga
Topics
Lawsuit
Mastercard Plans To Eliminate About 1,000 Jobs: Report
↗
August 19, 2024
Mastercard reportedly plans to reduce global workforce by 3%, impacting around 1,000 employees. The company expects most job cuts by Sept 30.
Via
Benzinga
JPMorgan Rolls Out AI Assistant To 60,000 Employees For Enhanced Productivity
↗
August 09, 2024
JPMorgan launches AI assistant for employees, using ChatGPT from OpenAI and plans to expand to other LLMs. Other companies also adopt AI.
Via
Benzinga
Topics
Artificial Intelligence
JPMorgan Introduces Data-Driven ETFs, Targets Core Equity Segments
↗
August 08, 2024
J.P. Morgan Asset Management launches three new active ETFs using data science for portfolio construction on Nasdaq.
Via
Benzinga
Topics
ETFs
Zelle Controversy Heats Up: JPMorgan Considers Legal Action
↗
August 05, 2024
JPMorgan considers legal action against CFPB over Zelle app investigations. Rise in fraud and scrutiny from regulators.
Via
Benzinga
Topics
Fraud
JPMorgan Chase Enhances Card Perks: New Grocery Benefits with DoorDash Partnership
↗
August 01, 2024
JPMorgan Chase expanded partnership with DoorDash, offering new grocery benefits to Chase Sapphire and other cards.
Via
Benzinga
JPMorgan Unveils In-House Chatbot To Enhance Research Capabilities: Report
↗
July 26, 2024
JPMorgan begins using generative AI tool, LLM Suite, for research analysts. AI will change every job, but the bank believes it will aid employees.
Via
Benzinga
Topics
Artificial Intelligence
Visa Warns Cybercrime Could Rival World's Top Economies by 2025 - Reportedly Defends Against $40B In Fraud
↗
July 23, 2024
Visa ramps up defenses against $40B in fraud as cybercrime threat looms large, poised to rival top global economies by 2025.
Via
Benzinga
Topics
Fraud
JP Morgan Chase Q2 Earnings: Investment Banking Revenues Up 46%, CEO Jamie Dimon's Cautious Comment And More
↗
July 12, 2024
JPMorgan Chase reports Q2 FY24 results with net income up 25%, beating consensus. AUM and client assets increase, noninterest revenue grows 37%.
Via
Benzinga
What's Going On With Mastercard Shares Today?
↗
July 10, 2024
Mastercard shares decline as BofA Securities downgrades the stock amid broader market challenges. In another development, the company has collaborated with Datapro to expand Cross-Border Services in...
Via
Benzinga
Visa, Mastercard Deal 'Unlikely To Be Materially Impacted' By A Revised Antitrust Settlement: Analyst
↗
July 01, 2024
Judge calls for revised settlement from Visa and Mastercard after tossing out $30B antitrust deal, but analyst sees minimal impact on business models.
Via
Benzinga
Shop Smart: Visa And Amazon Bring Flexible Payment Plans To Canadian Shoppers
↗
June 27, 2024
Visa and Amazon have partnered to offer Canadian consumers flexible payment options. Eligible RBC and Scotiabank credit cardholders can now use Visa Installments for qualifying purchases on Amazon.ca...
Via
Benzinga
Judge Tosses The Card: Visa-Mastercard Swipe Fee Settlement Reportedly Rejected
↗
June 26, 2024
Judge dismisses $30B antitrust settlement between Visa and Mastercard, could lead to better deal or trial. Merchants argue fees still too high.
Via
Benzinga
What Going On With JP Morgan Shares Today?
↗
June 24, 2024
JPMorgan Chase announced expansion plans in South Florida, including a new office in West Palm Beach & renovation of its Miami office.
Via
Benzinga
Visa Unveils Major Upgrades to SavingsEdge for Small Business Growth: Here's What's New
↗
June 13, 2024
Visa (NYSE: V) relaunches SavingsEdge program for small businesses in US and Canada, offering savings and tools for growth. Stock up 21% in past year.
Via
Benzinga
Mastercard & Ant Group Forge Global Payment Pathways With New Consumer Friendly Zones Program In Shanghai
↗
May 31, 2024
Mastercard and Ant Group launch International Consumer Friendly Zones program in Shanghai to improve travel experience and boost local businesses.
Via
Benzinga
Mastercard Looks To Fight Cyber Threats: What's Going On With Credit Card Company's Shares Thursday?
↗
May 30, 2024
Mastercard announced the cyber threat initiative while regulators call out the company for hiking fees without enhancing service quality.
Via
Benzinga
Topics
Credit Cards
Mastercard Teams Up With Synchrony And Virgin Red For New Travel Rewards Credit Card: Details
↗
May 23, 2024
Mastercard has signed a deal with Synchrony and Virgin Red for a new credit card program. Virgin Red Rewards Mastercard to launch in 2024.
Via
Benzinga
Topics
Credit Cards
Visa Rolls Out New Tech Rivaling Apple Pay, Teams Up with Affirm for Easier Transactions
↗
May 16, 2024
Visa is launching new technology to improve e-commerce, using secure tokens to share customer data. CEO highlights benefits at tech conference.
Via
Benzinga
What's Going On With Visa Shares Today
↗
May 10, 2024
Visa partners with MoneyHash in the Middle East and Africa to enhance digital payments through its global reach and secure networks.
Via
Benzinga
Mastercard's New Tech Could Change How Banks Handle Money and Securities
↗
May 08, 2024
Mastercard Inc (NYSE: MA) collaborates with major US banks to test ledger tech for unified settlement of tokenized assets, aiming to simplify and speed up global transactions while reducing errors and...
Via
Benzinga
Topics
Fraud
Mastercard Says Consumer Spending Is Healthy, Clocks 10% Revenue Growth In Q1
↗
May 01, 2024
Mastercard Inc (NYSE: MA) reported fiscal Q1 2024 results with net revenues of $6.35B, beating consensus of $6.34B. Adjusted EPS rose 18% to $3.31. Payment network net revenue rose 7%. Outlook:...
Via
Benzinga
April Showers On Wall Street: Miners, Utilities Emerge As Bright Spots In Gloomy Market
↗
April 30, 2024
Performance in April 2024: Utilities lead, real estate lags. S&P 500, Nasdaq 100, Dow Jones Industrial Average, small-cap and large-cap indices all decline.
Via
Benzinga
Topics
Stocks
JP Morgan Chase Launches Innovative Community Center Branch In Bronx, Investing $5M To Enhance Financial Access
↗
April 26, 2024
JP Morgan Chase introduces a novel Community Center branch in the Bronx, investing $5M to enhance financial accessibility and engagement.
Via
Benzinga
< Previous
1
2
3
Next >
Stock Quote API & Stock News API supplied by
www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the
Privacy Policy
and
Terms Of Service
.
© 2025 FinancialContent. All rights reserved.