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home
about us
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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
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
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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
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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
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CME Group
(NQ:
CME
)
275.06
+5.38 (+1.99%)
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 5, 2026
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$100 Invested In CME Gr 20 Years Ago Would Be Worth This Much Today
↗
April 03, 2024
Via
Benzinga
Banks Think Small Cap Stocks Need to Catch Up: 3 Winners
April 03, 2024
Three small cap stocks are setting up to lead the way into the new momentum trade, Wall Street believes large cap names exhausted the momentum trade now
Via
MarketBeat
Topics
Economy
Robinhood’s Credit Card Has Call Option Buyers Coming in Hot
April 03, 2024
Robinhood stock could see higher prices ahead, as markets think its newest credit card product line can attract double-digit EPS growth in the coming quarters
Via
MarketBeat
Topics
Credit Cards
Economy
3 Manufacturing Stocks Leading the Export Wave
April 03, 2024
A manufacturing breakout in the U.S. is underway, and these three stocks are quickly becoming favorites of analysts and institutions in the second quarter
Via
MarketBeat
Topics
Economy
$1000 Invested In This Stock 20 Years Ago Would Be Worth $12,000 Today
↗
March 19, 2024
Via
Benzinga
Decoding 5 Analyst Evaluations For CME Gr
↗
March 06, 2024
Via
Benzinga
Low Interest Rates Can Help These Commercial Banks Rally Higher
April 02, 2024
Two banking stocks stood out as market favorites as lower interest rates could bring their valuations higher, overpaying for a good thing could be profitable
Via
MarketBeat
Topics
Economy
SPDR ETF Report For Monday, April 1
↗
April 02, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day just ended, Monday, April 1.
Via
Talk Markets
Topics
ETFs
Consumer Sentiment Highest Since 2021, 3 Stocks Leading the Way
April 01, 2024
Consumer sentiment readings reached levels not seen since 2021, creating an opportunity for these three stocks to fill their gaps against the sector
Via
MarketBeat
Topics
Economy
3 Value Stocks Too Small For Buffett’s Portfolio
March 28, 2024
Three stocks stand out as value plays that are just too small for Warren Buffett to buy, that is where the retail investor has an advantage to be taken today
Via
MarketBeat
Topics
Economy
Delta Airline’s Put Option Activity Isn’t Bad News
March 28, 2024
Put option volume for Delta Airlines stock may not have the typically bearish implications from traders this time. The stock is head and shoulders above peers
Via
MarketBeat
Top Analyst Reports For Meta Platforms, S&P Global & AT&T
↗
March 28, 2024
Today's Research Daily features new research reports on 16 major stocks, including Meta Platforms, Inc., S&P Global Inc., and AT&T Inc.
Via
Talk Markets
Topics
Stocks
Mid-Cap Stocks to Outperform the Market This Cycle
March 27, 2024
Mid-Cap stocks typically outperform the rest of the market during an economic upcycle, now that one is forming, three stocks are setting up to become top picks
Via
MarketBeat
Topics
Economy
Low VIX? 3 High Beta Stocks To Boost Your Returns
March 27, 2024
A low VIX typically makes high beta stocks more attractive for investors looking at beating the indexes. Three stocks stand out tied to macro tailwinds
Via
MarketBeat
Topics
Economy
Stocks
3 Stocks With Unusual Call Option Activity
March 26, 2024
Three stocks reported rising call option buying activity could see even higher prices soon. Analysts see the writing on the wall, and traders stampeded in
Via
MarketBeat
Topics
Economy
Short Interest Could Send These 2 Stocks Flying
March 25, 2024
Short sellers may be in for a rude awakening as they realize their bets on SoFi and Whirlpool could be wrong, betting against Buffett himself is not a good idea
Via
MarketBeat
Topics
Economy
SPDR ETF Report For Thursday, March 21
↗
March 22, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day just ended, Thursday, March 21.
Via
Talk Markets
Topics
ETFs
3 Stocks About to Join the Rate Cut Party
March 21, 2024
Three stocks quickly become top picks for you to play catch-up to the rate cut rally that has been hitting the stock market lately, analysts love them
Via
MarketBeat
Topics
Economy
3 Industrial Stocks Leading the Way in This ETF Breakout
March 21, 2024
Industrial stocks are leading the way higher this cycle, macroeconomic trends have been spotted by Wall Street as analysts keep boosting price targets
Via
MarketBeat
Topics
ETFs
Economy
PDD Holdings Stock Can Have Another Double-Digit Rally This Week
March 20, 2024
PDD stock is quickly becoming the market's favorite this time around, analysts are boosting their price targets and institutions bought right before earnings
Via
MarketBeat
Topics
Economy
Academy Sports Stock is Selling at a Discount
March 20, 2024
Academy Sports stock is a discount you cannot miss today, head and shoulders above its competitor Dick's Sporting Goods, it is a top pick for Goldman Sachs
Via
MarketBeat
Topics
Economy
SPDR ETF Report For Tuesday, March 19
↗
March 20, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day just ended, Tuesday, March 19.
Via
Talk Markets
Topics
ETFs
SPDR ETF Report For Monday, March 18
↗
March 19, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day just ended, Monday, March 18.
Via
Talk Markets
Topics
ETFs
CME Group, Archer-Daniels-Midland And An Athletic Apparel Company On CNBC's 'Final Trades'
↗
March 18, 2024
On CNBC’s "Halftime Report Final Trades," Rob Sechan of NewEdge Capital Group picked Lululemon Athletica Inc. (NASDAQ: LULU), which is scheduled to release
Via
Benzinga
This Freight Stock Just Got an Upgrade and Institutional Buyers
March 13, 2024
Shipping and freight quotes are on the rise, futures traders are leading the way to a highly expected earnings cycle for the space. ZIM Integrated is a top pick
Via
MarketBeat
SPDR ETF Report For Monday, March 11
↗
March 12, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day just ended, Monday, March 11.
Via
Talk Markets
Topics
ETFs
This Industrial Products Stock is Goldman’s Favorite This Cycle
March 11, 2024
This steel stock is about to see double-digit pops on the back of a residential boom. Goldman analysts see Mueller Water stock as a top pick this cycle
Via
MarketBeat
Topics
Economy
Goldman Likes This Apparel Stock, Markets Love It Even More
March 11, 2024
This stock is about to go on one heck of a run, Goldman analysts like it, markets love it even more. Here's a play for the coming interest cycle you can't miss
Via
MarketBeat
Topics
Economy
3 Metal Stocks with Double-Digit Upside
March 11, 2024
You can catch the bull run coming to the metals sector in three of the analysts' favorite stocks where promising double-digit upside is only the beginning
Via
MarketBeat
Topics
ETFs
Economy
Abercrombie & Fitch Stock Just Got an Upgrade to Beat Its Peers
March 06, 2024
A new capital rotation is coming to the consumer discretionary sector; you will now find out why Wall Street analysts boosted Abercrombie & Fitch stock targets
Via
MarketBeat
Topics
Economy
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