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home
about us
Investment Approach
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Market Analysis Summary
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Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
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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
RSVP-Signup Form
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UTILITIES SEL
(NY:
XLU
)
43.18
+0.49 (+1.15%)
Official Closing Price
Updated: 8:00 PM EST, Jan 2, 2026
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Leading And Lagging Sectors For March 19, 2025
↗
March 19, 2025
Via
Benzinga
Leading And Lagging Sectors For March 18, 2025
↗
March 18, 2025
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March 17, 2025
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Edison International Stock Gains Despite Report Suggesting SCE’s ‘Zombie’ Line May Have Sparked Eaton Fire – Retail’s Still Bearish
↗
March 17, 2025
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Via
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Leading And Lagging Sectors For March 17, 2025
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March 17, 2025
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Looking For Safe Havens During A Stock Market Correction
↗
March 14, 2025
The US stock market fell on Thursday, Mar. 13, closing 10.1% below its previous peak, a decline that many analysts define as a “correction,” which is a slide ranging from 10% to 20%.
Via
Talk Markets
Topics
ETFs
Leading And Lagging Sectors For March 14, 2025
↗
March 14, 2025
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Inflation Isn’t Going Away, But These Sectors Don’t Care
↗
March 13, 2025
The CPI and PPI releases this week came in more or less at estimates - nothing to alarm the talking heads, anyway. They show inflation slowing down but not receding.
Via
Talk Markets
Topics
ETFs
Economy
Stocks / Equities
Picking A Path With S&P 500 Sectors
↗
March 13, 2025
Against this backdrop, the S&P 500® exhibited striking bouts of intraday volatility yet finished the month in negative territory.
Via
Talk Markets
Topics
Stocks
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Leading And Lagging Sectors For March 13, 2025
↗
March 13, 2025
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Leading And Lagging Sectors For March 12, 2025
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March 12, 2025
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Leading And Lagging Sectors For March 11, 2025
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March 11, 2025
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Are We Ready For A Squeeze? Let’s Find Out
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March 10, 2025
In this market, at this point, we can safely say the hogs have been slaughtered.
Via
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Topics
Stocks / Equities
3 ETFs To Help You Navigate Market Volatility, Recession Risks
↗
March 10, 2025
Bond market is warning of economic slowdown, causing investors to shift towards defensive assets like ETFs that focus on stability and essential industries.
Via
Benzinga
Topics
ETFs
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Leading And Lagging Sectors For March 10, 2025
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March 10, 2025
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Leading And Lagging Sectors For March 7, 2025
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March 07, 2025
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Leading And Lagging Sectors For March 6, 2025
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March 06, 2025
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Leading And Lagging Sectors For March 5, 2025
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March 05, 2025
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Vistra Stock Dips Pre-Market Despite BofA Upgrade To ‘Buy’ – Retail Sentiment Remains Bullish
↗
March 04, 2025
Bank of America Securities views Vistra’s core business of baseload generation and competitive retail as well-positioned to benefit from tightening markets, increasing demand, and retail growth,...
Via
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No Bidders, No Safety Net: Is Fed's Liquidity Lifeline Drying Up? Plus, ETFs To Watch
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March 04, 2025
If yields keep dropping, bond prices will rise. And if liquidity crunch fears escalate, defensive sectors could shine.
Via
Benzinga
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Bonds
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March 04, 2025
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March 03, 2025
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Topics
ETFs
Options
Stocks / Equities
March Market Trends Signal 3 Sectors To Watch As Seasonal Strength Builds
↗
March 03, 2025
Market analyst predicts March could bring momentum shift amid economic uncertainty, inflation, & retail fatigue. Sectors to watch: real estate, utilities, consumer discretionary. Opportunity for...
Via
Benzinga
Topics
Economy
Making Bets On The Money
↗
March 03, 2025
The top-performing sector last week was financials, they closed up over 2.8% on the week at their highest weekly and monthly level in history.
Via
Talk Markets
Topics
Stocks / Equities
Bearish Investors Can Seek Refuge in Recession-Resistant ETFs
March 03, 2025
Recession fears lead investors to defensive plays; these three ETFs help to minimize risk while leaving room for upside.
Via
MarketBeat
Topics
ETFs
Economy
Leading And Lagging Sectors For March 3, 2025
↗
March 03, 2025
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Leading And Lagging Sectors For February 28, 2025
↗
February 28, 2025
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Vistra Stock Falls Despite Q4 Earnings Beat – Retail Blames Nvidia’s Drop
↗
February 27, 2025
The pullback coincided with a decline in Nvidia’s shares after the AI bellwether warned that its gross profit margins would be tighter than anticipated as it rolls out its new Blackwell chip design.
Via
Stocktwits
Topics
Artificial Intelligence
Earnings
Leading And Lagging Sectors For February 27, 2025
↗
February 27, 2025
Via
Benzinga
Sempra Energy Stock Recovers From Historic Sell-Off Despite Wall Street Downgrades – Retail Sentiment Shows Resilience
↗
February 26, 2025
Sempra Energy shares rebounded after a record decline, but analysts remain cautious, citing weaker-than-expected earnings and increased regulatory risks.
Via
Stocktwits
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