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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
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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
Total Asset Fund (TAF)
TAF sm Program
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Sample Portfolio
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Quarterly Performance Reports
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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
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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
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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SPDR Portfolio S&P 500 ETF
(NY:
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Updated: 8:00 PM EDT, Oct 30, 2025
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All News about SPDR Portfolio S&P 500 ETF
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ETFs To Bet On Analysts' Bullish Forecast For S&P 500
↗
May 20, 2024
The S&P 500 Index topped the 5,300 milestone last week for the first time ever, underscoring strong confidence. Investors could tap this opportune moment with ETFs that track the S&P 500 Index.
Via
Talk Markets
Topics
ETFs
Stocks
3 Excellent ETFs For Your IRA
↗
April 12, 2024
ETFs are becoming increasingly popular since they are excellent tools for building a diversified retirement portfolio at a low cost. Income-paying assets are well-suited for IRAs since income is...
Via
Talk Markets
Topics
ETFs
Retirement
S&P 500's Bull Run To Continue: ETFs To Bet On
↗
March 29, 2024
The S&P 500 Index has been on a tear this year, surpassing the 5,200 milestone last week. The Fed’s signal to cut interest rates drove the latest rally. The move will mark the end of the most...
Via
Talk Markets
Topics
ETFs
Economy
Stocks
Investors Poured Nearly $40B Into 10 ETFs In February: Find Out What You're Overlooking
↗
February 29, 2024
The S&P 500 index, a bellwether for the U.S. stock market, ends February with a 5.3% surge, marking its fourth consecutive month of gains. Since the tumultuous days of late October, the broader stock...
Via
Benzinga
Topics
ETFs
The Terrible Ten
↗
February 23, 2024
Most of the aforementioned group of quotable experts expect some mean reversion for the top stocks in the S&P 500 and counsel avoiding market cap weighting in favor of equal weighting.
Via
Talk Markets
Topics
Stocks
Investors Withdraw Assets From Funds For The Third Week In Four
↗
February 16, 2024
During LSEG Lipper’s fund-flows week that ended February 14, 2024, investors were overall net redeemers of fund assets (including both conventional funds and ETFs) for the third week in four, removing...
Via
Talk Markets
Tuesday Talk: Magnificent Monday?
↗
January 09, 2024
After last week's downward trajectory the market seemingly reversed direction and headed back upwards. One can't call it a trend, yet, most likely correction hiccups.
Via
Talk Markets
What Is the Best S&P 500 ETF to Buy?
↗
December 18, 2023
Which of these popular funds should you consider?
Via
The Motley Fool
Topics
ETFs
Stocks
ETFs To Ride On S&P 500's Longest Winning Streak Since 2021
↗
November 09, 2023
In order to tap this opportune moment, investors should bet on ETFs that track the S&P 500 Index.
Via
Talk Markets
Topics
ETFs
Stocks
S&P 500 Breaches 200-Day Average As Treasury Yields Hit 5%: Analyst Says The Primary Trend Is 'Down'
↗
October 23, 2023
Tesla, Amazon, Apple and Berkshire Hathaway are the largest contributors to the S&P 500's negative trend in the last month.
Via
Benzinga
Topics
Stocks
3 ETFs To Invest Like Warren Buffett
↗
August 23, 2023
Most investors would like to emulate Buffett's investing style in their portfolios, which is not easy, but we can certainly learn from his strategies.
Via
Talk Markets
Topics
ETFs
Stock Market Greed Is Still Too High
↗
August 05, 2023
In this video, I explain why stock market greed is still too high and why investors should make sure they have a margin of safety cushion.
Via
Talk Markets
ETFs To Tap S&P 500 After Best 1H Since 2009
↗
July 05, 2023
Most of the rally was driven by soaring tech stocks, moderating inflation, and upbeat corporate earnings. Here are five ETF picks to capitalize on the strong trend.
Via
Talk Markets
History Of Recessions And Impact On Today's Stock Market
↗
June 03, 2023
Countless data points are reviewed by market participants and economists to gauge recession odds. What can we learn from it in June 2023? What does it tell us about the current rally in stocks - doomed...
Via
Talk Markets
SPY Stock Is a Safe Investment During Times of Volatility
↗
March 30, 2022
One of the most popular ETFs out there is the SPY, which has a low expense ratio and makes SPY stock a good investment during volatile times.
Via
InvestorPlace
The SPY ETF Is an Attractive Long-Term Option to Buy in April
↗
March 25, 2022
There could be more short-term pain in the S&P 500 index. However, buy-and-hold investors could pick up SPY stock in April.
Via
InvestorPlace
ETFs to Ride on a Solid Start to Q3 Earnings
↗
October 20, 2021
Here are several ETFs that directly or indirectly track the S&P 500 Index for investors to capitalize the opportune moment. Any of these could be a compelling choice to play the upcoming earnings
Via
Talk Markets
Topics
Stocks
4 Ways to Start Investing With $100 or Less
↗
May 30, 2021
Here's how $100 can change your life.
Via
The Motley Fool
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