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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
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
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Event Schedule
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Event Schedule
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MVS
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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Updated: 8:00 PM EST, Jan 6, 2026
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Leading And Lagging Sectors For February 6, 2025
↗
February 06, 2025
Via
Benzinga
Amcor Stock Climbs Pre-Market Despite Q2 Revenue Miss, Profit Decline: Retail Sentiment Improves
↗
February 04, 2025
CEO Peter Konieczny commented on the company’s planned merger with Berry Global, emphasizing its potential to enhance customer value and shareholder returns.
Via
Stocktwits
Leading And Lagging Sectors For February 4, 2025
↗
February 04, 2025
Via
Benzinga
Ball Stock Gains Pre-Market Despite Mixed Q4 Earnings: Retail Neutral
↗
February 04, 2025
While the company exceeded earnings per share (EPS) estimates, its revenue fell short of Wall Street expectations.
Via
Stocktwits
Leading And Lagging Sectors For February 3, 2025
↗
February 03, 2025
Via
Benzinga
Sherwin-Williams Stock Climbs Despite Mixed Q4 Results, Disappointing 2025 Outlook: Retail Remains Bullish
↗
January 30, 2025
Sherwin-Williams' Q4 results showed strength in residential repaint and packaging, but overall demand remains uneven heading into 2025.
Via
Stocktwits
Air Products Stock Rises After Mantle Ridge’s Boardroom Victory, CEO Loses Seat: Retail Sentiment Turns Bullish
↗
January 23, 2025
According to Wells Fargo, the leadership shake-up could steer the company toward a more traditional industrial gas growth model while reducing risks associated with large-scale projects.
Via
Stocktwits
Leading And Lagging Sectors For January 23, 2025
↗
January 23, 2025
Via
Benzinga
Leading And Lagging Sectors For January 20, 2025
↗
January 20, 2025
Via
Benzinga
Chemical Company DuPont Accelerates Electronics Business Separation, Retains Water Business
↗
January 16, 2025
DuPont shares traded higher in the premarket on Thursday as plans to jettison its electronics segment moved forward.
Via
Benzinga
Leading And Lagging Sectors For January 16, 2025
↗
January 16, 2025
Via
Benzinga
2024 S&P U.S. Style Indices Rebalancing: Key Sector Shifts And Impacts
↗
January 14, 2025
The S&P U.S. Style Indices underwent their annual rebalancing in December 2024, leading to significant changes in sector exposures.
Via
Talk Markets
Topics
Stocks
Stocks / Equities
Leading And Lagging Sectors For January 14, 2025
↗
January 14, 2025
Via
Benzinga
Leading And Lagging Sectors For January 13, 2025
↗
January 13, 2025
Via
Benzinga
How Energy Stocks Performed In 2024
↗
January 08, 2025
The energy sector delivered a modest total return of 5.6% in 2024, reflecting a year of moderate energy prices and uneven performance across its subsectors.
Via
Talk Markets
Topics
Stocks / Equities
Leading And Lagging Sectors For January 6, 2025
↗
January 06, 2025
Via
Benzinga
Applied Materials, Coupang, Starbucks And More On CNBC's 'Final Trades'
↗
January 03, 2025
Last month, Morgan Stanley's Joseph Moore downgraded Applied Materials from Equal-Weight to Underweight, lowering the price target to $164.
Via
Benzinga
Get Your 2025 Trading Started Right
↗
January 02, 2025
Technical analysis is the way to understand price action in the short term. But you can’t ignore fundamentals, the forces that dictate, more than anything, the long-term performance potential of...
Via
Talk Markets
Topics
Stocks / Equities
10 & 20 Year Compounded Returns Not Yet In Bubble Territory
↗
January 02, 2025
Since 1928 the S&P 500 has produced a nominal compounded annual return of 9.94%, meaning $100 invested in 1928 would be worth $982,920.31 today. For a total return of 982,820%.
Via
Talk Markets
Topics
Stocks
Stocks / Equities
Leading And Lagging Sectors For January 2, 2025
↗
January 02, 2025
Via
Benzinga
Leading And Lagging Sectors For January 1, 2025
↗
January 01, 2025
Via
Benzinga
Leading And Lagging Sectors For December 31, 2024
↗
December 31, 2024
Via
Benzinga
Stocks Drop Again As Breadth Erodes Further
↗
December 30, 2024
he S&P 500 finished 1.07% lower, but the breadth numbers were particularly weak. Of the S&P 500, 470 stocks were down, 31 were up, and two were unchanged—an overwhelmingly bearish day.
Via
Talk Markets
Topics
Stocks
Stocks / Equities
December Drops
↗
December 27, 2024
With less than three trading days left in December, most sectors are sitting on pretty big declines for the month.
Via
Talk Markets
Topics
ETFs
S&P 500 Hits 57 All-Time Highs In Record-Breaking 2024: Magnificent 7 Drive 30% Of Nasdaq's Surge
↗
December 25, 2024
The year of milestones, 2024, has seen an unperturbed rise in the bull market, we recap 2024's landmark junctures in the U.S. stock market.
Via
Benzinga
Topics
Stocks
Shifting Equity Sensitivities With S&P 500 Sectors
↗
December 23, 2024
ollowing the U.S. election, sector returns showed considerable divergence.
Via
Talk Markets
Topics
Stocks
Stocks / Equities
Tech Stocks Eye Christmas Gains, Microstrategy Tumbles As Bitcoin Dips To $93,000: What's Driving Markets Monday?
↗
December 23, 2024
Tech stocks began Christmas week with positive momentum, as the Nasdaq 100 rose 0.4% on Monday, building on a 0.7% gain from Friday. The index has now recovered nearly half of the losses sustained...
Via
Benzinga
Topics
Economy
Leading And Lagging Sectors For December 23, 2024
↗
December 23, 2024
Via
Benzinga
Wall Street Rallies On Soft Inflation Data, Bonds Rebound, Travel Stocks Surge: What's Driving Markets Friday?
↗
December 20, 2024
Risk sentiment returned to Wall Street on Friday, revitalized by softer-than-expected November inflation data leading to a strong market rebound following the selloff triggered by the Federal Reserve’s...
Via
Benzinga
Topics
Economy
Leading And Lagging Sectors For December 20, 2024
↗
December 20, 2024
Via
Benzinga
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