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home
about us
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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
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
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FINANCIAL SEL
(NY:
XLF
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54.93
+0.16 (+0.29%)
Official Closing Price
Updated: 8:00 PM EST, Jan 2, 2026
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Leading And Lagging Sectors For April 8, 2025
↗
April 08, 2025
Via
Benzinga
SPDR ETF Report For Monday, April 7
↗
April 08, 2025
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Monday, April 7.
Via
Talk Markets
Topics
ETFs
Stocks / Equities
What's Going On With Financial Select Sector SPDR Fund (XLF)?
↗
April 07, 2025
Shares of the Financial Select Sector SPDR Fund are trading lower by 10.6% over the past week. President Donald Trump's announcement of sweeping reciprocal tariffs against key trading partners last...
Via
Benzinga
Topics
Government
World Trade
Leading And Lagging Sectors For April 7, 2025
↗
April 07, 2025
Via
Benzinga
SPX Tariff Fallout: Where Does It Go From Here?
↗
April 06, 2025
SPX price is currently sitting below a confluence of two levels around 5130 and 5200. The next confluence levels lie from approximately 4500 to 4630 and 4800.
Via
Talk Markets
Topics
Stocks / Equities
Someone Went Under
↗
April 05, 2025
We’ve been seeing a good few years of quantitative easing gains turn into panic buying. The markets seemingly loved the money printer, but it’s not coming on anytime soon. And sure enough, there’s a...
Via
Talk Markets
Topics
ETFs
Stocks / Equities
What's Going On With Wells Fargo (WFC) Stock?
↗
April 04, 2025
Shares of Wells Fargo fell 7% during Friday's session. President Donald Trump's sweeping reciprocal tariffs have sparked a sell-off in financial markets.
Via
Benzinga
Topics
Government
World Trade
Wall Street Massacre Rages On, Chipmakers Eye Worst Week Since Dot-Com Burst, Bonds Rally: What's Driving Markets Friday?
↗
April 04, 2025
Wall Street sees worst week for U.S. equities since March 2020 as selloff continues, fueled by fears of global trade war and inflation risks.
Via
Benzinga
Topics
Economy
World Trade
Nasdaq 100 Enters Bear Market, Dow In Correction Territory, Traders Await Fed Chair Powell's Remarks
↗
April 04, 2025
Dip-buying absent in early NY trading, Wall Street deep in red as trade war fears escalate despite strong jobs report. Investors on edge for hints from Fed Chair Powell.
Via
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Topics
Economy
Stocks
World Trade
Leading And Lagging Sectors For April 4, 2025
↗
April 04, 2025
Via
Benzinga
Leading And Lagging Sectors For April 3, 2025
↗
April 03, 2025
Via
Benzinga
Get Ready For The Whiplash - It’s Coming
↗
April 02, 2025
We’ve been dealing with a range bound market that’s seen some wild, but increasingly weak, reversal rallies over the past few sessions.
Via
Talk Markets
Topics
Futures
Stocks / Equities
Leading And Lagging Sectors For April 2, 2025
↗
April 02, 2025
Via
Benzinga
Macro Madness
↗
April 01, 2025
While U.S. basketball fans have been in the midst of March Madness, there has been no shortage of activity in global markets.
Via
Talk Markets
Topics
Stocks / Equities
Leading And Lagging Sectors For April 1, 2025
↗
April 01, 2025
Via
Benzinga
Gold Is Taking The Shine Off The S&P 500
↗
March 31, 2025
Gold’s performance, with the SPDR Gold Trust GLD up 1.4%, outshone most S&P sectors, signaling underlying market unease.
Via
Talk Markets
Topics
Commodities
ETFs
Futures
Leading And Lagging Sectors For March 31, 2025
↗
March 31, 2025
Via
Benzinga
Direction Chosen – Bottoming Where
↗
March 30, 2025
Market breadth isn't looking encouraging, and next support is exactly where? Spooky recessions odds are 50%.
Via
Talk Markets
Topics
Bonds
Stocks / Equities
It’s Getting Ugly
↗
March 29, 2025
Analyzing the recent market correction as key technical levels break down.
Via
Talk Markets
Topics
ETFs
Stocks / Equities
Leading And Lagging Sectors For March 28, 2025
↗
March 28, 2025
Via
Benzinga
Reddit In Chaos As Investor With $50K Faces Huge ETF Dilemma – 'I Prefer A Nice Dividend With Overall Steady Growth,' But Is VOO The Answer?
↗
March 27, 2025
Investing can feel like walking a tightrope for some, especially if they are not enjoying high-risk bets.
Via
Benzinga
Topics
ETFs
Leading And Lagging Sectors For March 27, 2025
↗
March 27, 2025
Via
Benzinga
SPDR ETF Report For Wednesday, March 26
↗
March 27, 2025
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Wednesday, March 26.
Via
Talk Markets
Topics
ETFs
Stocks / Equities
Risk Comes Raging Back - Here’s What To Do About It
↗
March 26, 2025
The sell-side activity we’ve seen today came from bigger fish out there, which is one reason why the Nasdaq isn’t doing anywhere near as “well” as the S&P 500 today.
Via
Talk Markets
Topics
Futures
Stocks
Stocks / Equities
These 4 S&P 500 Sectors Could Outperform The Market In April, If History Has A Say
↗
March 26, 2025
Via
Benzinga
Topics
Stocks
Leading And Lagging Sectors For March 26, 2025
↗
March 26, 2025
Via
Benzinga
Major Credit Card Provider Warns US Consumers Are Spending Less
↗
March 25, 2025
Synchrony Financial's chief credit officer told Reuters that most borrowers are repaying loans, but spending has dipped across income levels.
Via
Benzinga
Topics
Credit Cards
Leading And Lagging Sectors For March 25, 2025
↗
March 25, 2025
Via
Benzinga
Leading And Lagging Sectors For March 24, 2025
↗
March 24, 2025
Via
Benzinga
Surveying The Week Ahead In The Financial Markets
↗
March 24, 2025
This week we get a lot of important economic data.
Via
Talk Markets
Topics
Stocks / Equities
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