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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
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
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
Services, Fees and Compensation
Client Information
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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Vanguard Value ETF
(NY:
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Updated: 8:00 PM EDT, May 22, 2026
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Have Stocks Made Their Final Low?
↗
October 08, 2021
The S&P 500 finished the week 112 points above the intraweek low that was made on Monday, October 4. How much progress has been made in terms of ending the pullback?
Via
Talk Markets
Topics
Stocks
Experts React To Market Sell-Off: 'We Prefer The Financials And Banks'
↗
September 28, 2021
The SPDR S&P 500 ETF Trust (NYSE:SPY) was down 1.9% in mi...
Via
Benzinga
Topics
Stocks
Are Growth Stocks About To Signal “Risk-On” To Equity Investors?
↗
September 23, 2021
Equity investors like it when the markets are in “risk-on” mode.
Via
Talk Markets
Stranger Things
↗
September 19, 2021
Stocks were mostly weaker, led by the S&P 500 and the Nasdaq 100 which were both down about -0.8 % on the week. Several things are looming over the market…the debt ceiling needing to be raised, no sure...
Via
Talk Markets
Topics
Stocks
Never Forget
↗
September 12, 2021
The market sold off this week as a result of the convergence of weak seasonals, poor momentum, eroding market internals, a very confusing message from the economic data, and a lack of clarity about...
Via
Talk Markets
Topics
Economy
Value Stocks & ETFs to Buy Now
↗
September 10, 2021
Value stocks had been out of favor for many years, but the trend reversed late last year in anticipation of a powerful economic rebound.
Via
Talk Markets
What Do These Signals Tell Us About The Stock Market?
↗
August 06, 2021
Are recent signals encouraging or concerning for the stock market?
Via
Talk Markets
How Many Bearish Boxes Have Been Checked?
↗
July 30, 2021
Are the bears making meaningful progress? Things to monitor next week.
Via
Talk Markets
Party Over?
↗
July 18, 2021
The recent runup to new highs in both the S&P 500 and the Nasdaq 100 came to an abrupt halt this week, and our Risk Gauges flipped negative in short order.
Via
Talk Markets
Topics
Stocks
5 Winning ETF Strategies for the Second Half
↗
July 07, 2021
Here are some winning strategies that could prove to be extremely beneficial for investors in the second half of 2021.
Via
Talk Markets
Only One Can Be Right... Who’s It Going To Be?
↗
July 05, 2021
Credit markets are often considered smarter (or one step ahead of) the equity markets, so the HYG/TLT trend could be foreshadowing a sell-off. Keep an eye on it.
Via
Talk Markets
4 ETF Zones to Invest in As Volatility Spikes
↗
June 22, 2021
Here are four zones and their popular ETFs where investors could stash their money amid volatility.
Via
Talk Markets
The Fed’s FUD (Fear, Uncertainty, Doubt)
↗
June 20, 2021
The lack of action from the Fed has proven to be detrimental to a recovering market, with no changes creating fear, uncertainty, and doubt across every asset class.
Via
Talk Markets
Topics
Economy
3 Reasons Tech Stocks May Continue To Struggle
↗
June 15, 2021
So far in 2021, the Vanguard Value Index Fund ETF (NYSE: VTV) is up 17.4% nearly double the year-to-date return of the Technology Select Sector SPDR Fund (NYSE: XLK). Over the...
Via
Benzinga
What Does It Meme?
↗
June 13, 2021
The recent runup in
Via
Talk Markets
Stocks Peaking Now, Or One More Push Higher?
↗
May 22, 2021
The weight of the evidence as to where the market has been lately, and where it's going.
Via
Talk Markets
Next Stop S&P 4300? Weekend Stock Blitz
↗
May 15, 2021
What were the key takeaways from this week's market action and news cycle? Does data from Wed, Thurs, and Friday support a run at new highs, retest, or lower lows? This week's video features numerous...
Via
Talk Markets
Topics
Stocks
Why The CPI Inflation Number Was Not 'A Bearish Gamechanger' For Stocks
↗
May 14, 2021
The SPDR S&P 500 ETF Trust (NYSE: SPY) took a big hit this week after the U.S. Labor Department reported a 4.2% rise in CPI for the month of April, the highest inflation...
Via
Benzinga
Topics
Stocks
Capital Gain Tax Hike to Power Inflows: 5 ETFs to Win
↗
May 07, 2021
Here are five ETFs that have been leading the inflow list this year and will likely do so given the proposed tax hike.
Via
Talk Markets
Stocks And Gold – Hot And Hotter
↗
May 06, 2021
The rebound off Tuesday‘s lows continued semi-successfully yesterday – further upside was rejected in spite of signs of strength both within the S&P 500 and outside markets.
Via
Talk Markets
Topics
Stocks
What's Going On With NVCR Stock And VTV Stock Today?
↗
April 13, 2021
Novocure Ltd (NASDAQ: NVCR) shares are trading higher after a data monitoring committee said the interim analysis of the company's Phase 3 LUNAR trial would be accelerated....
Via
Benzinga
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