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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
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Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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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
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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
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
RSVP-Signup Form
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iShares Russell 2000 ETF
(NY:
IWM
)
246.16
-1.87 (-0.75%)
Official Closing Price
Updated: 8:00 PM EST, Dec 31, 2025
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Market Monitor Trends and Breadth July 24 BMO
↗
July 23, 2025
Buyers are firmly in control and the underlying momentum is gaining traction.
Via
Chartmill
5 Reasons Small Caps Could Be Wall Street's Next Big Comeback Trade
↗
July 23, 2025
Wall Street is rethinking small caps as valuations drop, tax laws change and technical signals turn bullish for the Russell 2000.
Via
Benzinga
Stocks Jump On Trump's Trade Deal Deluge Ahead Of Big Tech Earnings: What's Moving Markets Wednesday?
↗
July 23, 2025
A wave of U.S. trade deals with key allies over the past 24 hours reignited Wall Street's rally and boosted investor risk appetite across global markets.
Via
Benzinga
Topics
Government
US Stocks Eye Cautious Open After S&P 500, Nasdaq Close At Record High — But Strategist Says FOMO Will Keep Rally Alive
↗
July 22, 2025
Via
Stocktwits
Topics
Stocks
Nasdaq Futures Slip Ahead Of PPI Data: Goldman, Morgan Stanley Earnings On Tap After ASML’s Bleak 2026 Commentary
↗
July 16, 2025
Via
Stocktwits
Market Monitor Trends and Breadth July 23 BMO
↗
July 23, 2025
Data-driven insight into market participation trends across the major U.S. stock exchanges - Breadth Strength Resumes
Via
Chartmill
Small-Cap Abivax Spikes 400% On Positive Late-Stage Ulcerative Colitis Drug Trial Results — Retail Buzz Builds Around Blockbuster Potential
↗
July 23, 2025
The drug candidate demonstrated a placebo-adjusted remission rate of 19.3% in the first study and 13.4% in the second study.
Via
Stocktwits
US Stock Futures Point To Higher Open As Japan Trade Deal, Earnings Optimism Buoy Sentiment — Spotlight On Alphabet, Tesla Earnings
↗
July 23, 2025
Declines by overbought IT and communication services stocks weighed down on the Nasdaq Composite Index, which snapped its six-session winning streak and ended shy of its record high.
Via
Stocktwits
Topics
ETFs
Economy
Government
Market Monitor Trends and Breadth July 22 BMO
↗
July 22, 2025
Monday's session reflects a return to moderate bullish breadth after Friday’s weak participation.
Via
Chartmill
Lockheed, General Motors Tumble, Gold Hits 1-Month Highs: What's Moving Markets Tuesday?
↗
July 22, 2025
It was a quiet Tuesday on Wall Street, as major indexes edged lower with investors pausing ahead of a critical wave of tech earnings.
Via
Benzinga
Retail Sees D-Wave Enjoying First-To-Market Advantage As Many Firms Eye Quantum Adoption Within 2 Years
↗
July 21, 2025
D-Wave Quantum’s study reports a rising interest in quantum computing among enterprises, with 53% planning to adopt it, highlighting potential disruption across key industries.
Via
Stocktwits
Wall Street Extends Records, Gold Rallies To $3,400: What's Moving Markets Monday?
↗
July 21, 2025
Wall Street opened the week on a risk-on footing, with the S&P 500 and the Nasdaq 100 extending record highs as strong earnings reinforced confidence in corporate America and investors continued to...
Via
Benzinga
Market Monitor Trends and Breadth July 21 BMO
↗
July 21, 2025
A modest cooling off after a strong two-day run
Via
Chartmill
US Stock Futures Flat As Tech Earnings Begin To Trickle In — Strategist Says ‘No Signs Of Froth’ Despite Nasdaq’s 5th Straight Record Close
↗
July 21, 2025
Traders may remain cautious as the second-quarter reporting season progresses to its next stage.
Via
Stocktwits
Topics
ETFs
Economy
Government
Stocks Slip As Netflix Fails To Impress, Bitcoin Eyes Negative Week: What's Moving Markets Friday?
↗
July 18, 2025
It’s a cautious end to the week on Wall Street, as earnings from Netflix Inc. (NASDAQ:NFLX) failed to impress investors.
Via
Benzinga
Wall Street Looks To End Week Higher After Nasdaq, S&P 500 Notch Fresh Record: Strategist Says Favorable Trump Policies Fueling Unstoppable Rally
↗
July 18, 2025
The S&P 500 Index hit new intraday (6,304.69) and closing highs (6,297.36), while the Nasdaq Composite ended at a fresh peak for a fourth straight session.
Via
Stocktwits
Topics
ETFs
Economy
Government
Market Monitor Trends and Breadth July 18 BMO
↗
July 17, 2025
Market Breadth Rebounds Sharply as Bulls Regain Control
Via
Chartmill
Nasdaq 100 Sets New Records, Small Caps Outperform: What's Moving Markets Thursday?
↗
July 17, 2025
U.S. equities climbed on Thursday, with the S&P 500 briefly testing a record high 6,300 level at midday in New York, bolstered by strong earnings and upbeat retail sales data that reinforced investor...
Via
Benzinga
Russell 2000 Makes 'No Progress' Amid Reconstitution Shake-Up: Are Small-Caps Struggling As Large-Caps Soar?
↗
July 17, 2025
Russell 2000 Index, a benchmark for 2,000 small-cap U.S. stocks, has shown no growth, posting a -0.57% year-over-year return as of mid-2025.
Via
Benzinga
Activist Interest Sparks Meme-Driven Rally, Retail Buzz In OpenDoor Technologies
↗
July 17, 2025
The penny stock gained over 90% so far this week following comments from EMJ Capital founder Eric Jackson.
Via
Stocktwits
Topics
Initial Public Offering
Market Monitor Trends and Breadth July 17 BMO
↗
July 17, 2025
Market Breadth Snaps Back: Strong Rebound Signals Ongoing Uptrend
Via
Chartmill
US Stock Futures On Backfoot As Traders Await Retail Sales Data, Netflix Earnings: Strategist Warns ‘Exuberant’ Investors Against Ignoring Bond Market Signals
↗
July 17, 2025
The Nasdaq Composite extended its record-setting streak to three straight sessions, while the broader S&P 500 Index closed within 20 points of a record high.
Via
Stocktwits
Topics
Bonds
ETFs
Economy
Gold, Bitcoin Surge As Trump Eyes Powell Ouster: What's Moving Markets Wednesday?
↗
July 16, 2025
Volatility surged across interest rate-sensitive assets Wednesday after reports circulated that President Donald Trump may be preparing to remove Federal Reserve Chair Jerome Powell from his post. The...
Via
Benzinga
Topics
Economy
Government
Market Monitor Trends and Breadth July 16 BMO
↗
July 16, 2025
Market Breadth Crumbles as Sellers Regain Control – Short-Term Weakness Emerges
Via
Chartmill
Tech Stocks Hit New Highs As AI Momentum Builds: What's Moving Markets Tuesday?
↗
July 15, 2025
The Nasdaq 100 surged to fresh record highs on Tuesday, breaking above the 23,000 mark as Nvidia Corp. (NASDAQ:NVDA) and other chipmakers powered a sharp rally.
Via
Benzinga
Topics
Artificial Intelligence
Market Monitor Trends and Breadth July 15 BMO
↗
July 15, 2025
Breadth Rebounds as Bulls Regain Ground
Via
Chartmill
Nasdaq, S&P 500 Futures Climb On Hopes Of Nvidia China Curbs Easing — June CPI, JPMorgan & Citi Earnings In Focus
↗
July 15, 2025
Commenting on the market shaking off tariff news yet again, fund manager Louis Navellier said, “We're in good shape going into the earnings season.”
Via
Stocktwits
Topics
Artificial Intelligence
ETFs
Economy
Wall Street Pauses As Tariff Concerns Rise, Dollar Eyes Third Straight Gain: What's Moving Markets Monday?
↗
July 14, 2025
U.S. equities traded sideways on Monday as investor sentiment wavered following President Donald Trump's weekend announcement of a sweeping 30% tariff on all imports from the European Union and Mexico,...
Via
Benzinga
Topics
Government
World Trade
Market Monitor Trends and Breadth July 14 BMO
↗
July 14, 2025
Buyers Step Aside as Tariff Jitters Grip the Market
Via
Chartmill
Dow, S&P 500 Futures Decline As Wall Street Shifts Focus To Trump’s Fresh Tariff Letters, Earnings Season: Strategist Says Risk Appetite ‘Remains On Table’
↗
July 14, 2025
Stocks closed the week ended July 11 on a down note despite the S&P 500 Index and the Nasdaq Composite hitting new highs on Thursday before easing off those levels.
Via
Stocktwits
Topics
ETFs
Economy
Government
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