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home
about us
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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
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Event Schedule
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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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INDUSTRIAL SEL
(NY:
XLI
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160.17
+1.20 (+0.75%)
Official Closing Price
Updated: 8:00 PM EST, Jan 8, 2026
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5 Sectors to Avoid as Inflation Returns
↗
February 20, 2025
Investors were surprised by a 3% CPI reading in the US, raising concerns about potential inflation. 5 sectors to avoid if inflation persists.
Via
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SPDR ETF Report For Wednesday, Feb 19
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February 20, 2025
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Wednesday, February 19.
Via
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Elliott Investment Management Buys Wolfspeed Stock, Bets Against Nvidia In Q4
↗
February 19, 2025
Elliott Investment Management made several portfolio moves in the fourth quarter, closing multiple options positions and shaking up the activist firm's technology exposure.
Via
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SPDR ETF Report For Tuesday, Feb 18
↗
February 18, 2025
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Tuesday, February 18.
Via
Talk Markets
Topics
ETFs
Stocks / Equities
Leading And Lagging Sectors For February 18, 2025
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February 18, 2025
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Leading And Lagging Sectors For February 17, 2025
↗
February 17, 2025
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February 14, 2025
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SPDR ETF Report For Thursday, Feb 13
↗
February 13, 2025
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Thursday, February 13.
Via
Talk Markets
Topics
ETFs
Stocks / Equities
Stocks Rise Despite Hot Producer Inflation, Intel Soars, Bitcoin Drops Below $96,000: What's Driving Markets Thursday?
↗
February 13, 2025
Wall Street climbed on Thursday, even as the Producer Price Index (PPI) sharply exceeded estimates in January, reigniting concerns over persistent inflationary pressures.
Via
Benzinga
Topics
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Leading And Lagging Sectors For February 13, 2025
↗
February 13, 2025
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Deere & Co Stock Slips Premarket After Q1 Earnings Slump: Retail Stays Bearish
↗
February 13, 2025
Deere said that sales in its production and precision agriculture segment decreased by 37% to $3.67 billion for the quarter, while sales in the small agriculture and turf segment fell by 28%.
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The Big Vulnerability In This "Invincible" Market
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February 12, 2025
There’s a lot going on right now, but the markets have barely budged.
Via
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Topics
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Futures
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Deere & Co Q1 Earnings Preview: Weak Demand To Dent Bottom Line, Retail’s Bearish
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February 12, 2025
Wall Street expects Deere to report first-quarter (Q1) earnings per share of $5.84 and revenue of $11.19 billion. The company has topped market expectations in eight out of the last eight quarters.
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February 11, 2025
No matter how vast the index landscape becomes, sectors remain central to the conversation.
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Leading And Lagging Sectors For February 11, 2025
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February 11, 2025
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SPDR ETF Report For Monday, Feb. 10
↗
February 10, 2025
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Monday, February 10.
Via
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Topics
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Stocks / Equities
Leading And Lagging Sectors For February 10, 2025
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Fear not yet the rising yen, it hadn't caused any issues to risk appetite – inflation expectations ascent is what did it.
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SPDR ETF Report For Sunday, Feb. 9
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In this video, I review the movements seen in various SPDR ETFs. I also discuss the impact of the recent tariff threats by President Trump.
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2025 is going to drive a lot of investors crazy due to frustrating market behavior and fear. The fear will be real because the source of frustration will be grounded in you, the consumer. It’s already...
Via
Talk Markets
Topics
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Prudent Selling Based On Inflation Or An Overreaction?
↗
February 07, 2025
In this week's video, we'll review the latest charts and data help us answer the question, prudent selling based on inflation fears or an overreaction?
Via
Talk Markets
Topics
ETFs
Economy
Stocks / Equities
Time For A Strategic Shift
↗
February 07, 2025
When it comes to the political factors that will likely determine the ups and downs of the market this year and beyond.
Via
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Topics
Stocks / Equities
Leading And Lagging Sectors For February 7, 2025
↗
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SPDR ETF Report For Thursday, Feb 6
↗
February 06, 2025
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Thursday, February 6.
Via
Talk Markets
Topics
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Stocks / Equities
SPDR ETF Report For Wednesday, Feb 5
↗
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In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Wednesday, February 5.
Via
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3 Must-Have ETFs Set to Dominate This Quarter
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There are three areas in the market that could clearly command a rotation in the coming quarter, backed by economic tailwinds and themes.
Via
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Economy
Leading And Lagging Sectors For February 5, 2025
↗
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SPDR ETF Report For Tuesday, Feb 4
↗
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In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Tuesday, February 4.
Via
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Topics
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Leading And Lagging Sectors For February 4, 2025
↗
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Leading And Lagging Sectors For February 3, 2025
↗
February 03, 2025
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