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home
about us
Investment Approach
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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
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Event Schedule
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Event Schedule
Market Value Securities (MVS sm) Presentation
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Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
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iShares U.S. Transportation ETF
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Updated: 8:00 PM EST, Jan 9, 2026
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5 Sector ETFs to Bet on Ahead of Q4 Earnings
↗
January 10, 2022
Here are five ETFs from the five sectors that could make great plays as the earnings season unfolds.
Via
Talk Markets
Could Greece (GREK) be Waking Up?
↗
January 10, 2022
While the major indices were selling off Monday, GREK held near an important breakout area.
Via
Talk Markets
Will the Nasdaq 100 Hold Key Support?
↗
January 09, 2022
This week has been a wild ride from new highs followed by a quick pullback towards support in certain indices. To make things even more confusing, the fear/volatility index closed negative and one cent...
Via
Talk Markets
The Fed Confirms They Were Wrong About Inflation
↗
January 05, 2022
Wednesday’s Fed minutes showed that inflation has further spread in the economy and is going to stick around longer than they had originally anticipated.
Via
Talk Markets
What Are Tuesdays Market Outliers Telling Us?
↗
January 04, 2022
Tuesday’s outliers are the Transportation (IYT) and Regional Banking (KRE) sectors.
Via
Talk Markets
Rates and Houses
↗
January 03, 2022
Bonds are getting hit very hard on this first trading day of the year.
Via
Talk Markets
What Will Be The Tune Of Markets In 2022?
↗
January 02, 2022
When we discuss investment returns, it looks like it was a good 2021. There were certainly many challenges during 2021. However, investment returns were positive, considerable, and once again, they...
Via
Talk Markets
Santa Finally Showed Up
↗
December 26, 2021
A “Santa Claus Rally” started this past week. A variety of factors, including lighter volume, less institutional action, end of year bonuses, profit sharing distributions, and less fear about Omicron,...
Via
Talk Markets
Key Areas To Watch This Weekend And Into The New Year
↗
December 24, 2021
With the Holiday weekend upon us let’s take a quick review of Mish’s Economic Modern Family for new trends and ideas as we head into the new year.
Via
Talk Markets
Is It Time to Start Range Trading?
↗
December 20, 2021
With the major indices having trouble either breaking through the lows or clearing the highs many people are adjusting their trading styles or waiting on the sidelines for better opportunities.
Via
Talk Markets
Technical Market Report For Saturday, Dec. 18
↗
December 18, 2021
Breadth has continued to deteriorate; however, the market is a bit oversold going into a period of modest strength on the lowest volume of the year.
Via
Talk Markets
Will Wednesdays Momentum Continue or Fade?
↗
December 15, 2021
When it comes to IWM, there is no main resistance level to clear as it’s been rangebound for most of 2021.
Via
Talk Markets
Are Yields, Transports, And Small Cap Stocks Twin-Peaking At Same Time?
↗
December 02, 2021
Uncertainty is mounting as the new omicron COVID variant adds to economic concerns like inflation.
Via
Talk Markets
Stock Market Dilemma: Transports and Small Caps May Have Topped
↗
December 01, 2021
Two extremely important sectors to the economy and the U.S. equities market are struggling.
Via
Talk Markets
Topics
Economy
5 ETFs to Binge on This Thanksgiving Week for Solid Gains
↗
November 22, 2021
Thanksgiving week is historically a bullish feast for the U.S. stock market even with low volumes and a holiday-shortened week.
Via
Talk Markets
The Key Market Relationships-Love or Rancor? November 21, 2021
↗
November 21, 2021
This past week the market found both love and irreconcilable differences. The love came from the big cap tech stocks. Nvidia, Apple, Google, Microsoft all gave investors hearts and flowers.
Via
Talk Markets
Is The Transportation ETF (IYT) Double Topping At 2021 High?
↗
November 19, 2021
As the bull market carries on into year-end, some lagging sectors and stocks are just getting back to their early 2021 highs.
Via
Talk Markets
Commodities, Especially Softs On Major Breakout!
↗
November 14, 2021
My business associate Donn had some work done at his home in Ohio this past month. When he received the invoice, the labor cost was 1/3 the material cost for replacing some siding on his house. This...
Via
Talk Markets
Are Dip Buyers Ready for Thursday?
↗
November 10, 2021
Thursday is very important as we could be visiting major support or watching for a surge of dip buyers to drive the market back towards highs.
Via
Talk Markets
These 7 Symbols Give A Complete Market Picture
↗
November 07, 2021
Mish’s Economic Modern Family consists of 5 key sectors, one major index, and Bitcoin. Bring them all together and you have an easy and quick way to look at the market, grasp overall trends, and see...
Via
Talk Markets
Transport ETFs Riding High Post Q3 Earnings
↗
November 06, 2021
Many good transport Q3 earnings reports have led to smooth trading in transport ETFs over the past month.
Via
Talk Markets
The Major Stock Indices Must Hold these Key Support Levels
↗
October 31, 2021
Next week investors are expecting the Fed to announce a reduction in the monthly bond-buying program. Jerome Powell – the Fed chair has previously stated that he’s looking to keep the original tapering...
Via
Talk Markets
Topics
Economy
Why Is Consumer Staples (XLP) Outperforming the Season?
↗
October 25, 2021
The Consumer Staples ETF is known to be an area of focus through market downturns as it offers exposer to companies that are historically safety plays.
Via
Talk Markets
Did Jerome Powell Jump Scare the Major Stock Indices?
↗
October 24, 2021
Friday, the chair of the Federal Reserve –Jerome Powell spooked the market when he announced that the Fed would keep rates near zero and continue with its tapering schedule.
Via
Talk Markets
Topics
Economy
Are The Major Indices Geared For Another Move Up On Monday?
↗
October 17, 2021
When it comes to trading on Monday, often gap days are met with a digestion day as buyers take profits and money rotates into new buyers.
Via
Talk Markets
Sitting On The Dock Of The Bay
↗
October 17, 2021
I am sure by now you and your family are feeling the effects of rising inflation. It has manifested itself in just about every aspect of American life…rising food costs, building supplies, housing...
Via
Talk Markets
Are Investors Worried Over The Latest Jobs Report?
↗
October 10, 2021
The recent jobs report came in less than expected with analysts’ estimates running anywhere from 250,000 to 500,000 new jobs created. Disappointingly employers added only 194,000 jobs in September.
Via
Talk Markets
The S&P 500 and the Nasdaq 100 Bounce Off Their 6-Month Calendar Range
↗
October 05, 2021
While the market is worried about a government shutdown it could easily take a higher note if the debt ceiling is quickly raised.
Via
Talk Markets
Topics
Stocks
Sunday Index Review
↗
October 03, 2021
A fresh look at the U.S. stock market indexes as of week's end.
Via
Talk Markets
The U.S. Dollar Has Had Its Day
↗
October 03, 2021
The U.S Dollar chart as represented by UUP, the Invesco DB US Dollar ETF, shows some classic signs of a top. Before I delve deeper into the technicals though, let’s look at the fundamental reasons for...
Via
Talk Markets
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