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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
Firm Brochure-Part 2A of Form ADV
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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FINANCIAL SEL
(NY:
XLF
)
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 March 21, 2025
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March 21, 2025
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Wall Street Holds Steady As Buffett's Berkshire Hathaway Notches Record Highs: What's Driving Markets Thursday?
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Leading And Lagging Sectors For March 20, 2025
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March 20, 2025
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March 19, 2025
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EXCLUSIVE: The Mag 7 Slowdown - A 'More Durable Transition' Or Just Another Blip?
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March 18, 2025
Tech's dominance is facing challenges as earnings gap with broader market narrows, prompting investors to seek opportunities in other sectors.
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Leading And Lagging Sectors For March 18, 2025
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March 18, 2025
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Wells Fargo Stock In Focus As Regulator Lifts 2021 Mortgage Lending Consent Order, Retail Turns Bullish
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March 18, 2025
The bank has closed five consent orders since the beginning of 2025.
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Leading And Lagging Sectors For March 14, 2025
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Visualizing The Global Stock Market By Sector
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March 14, 2025
Today, the world’s three largest sectors by market cap are information technology, financials, and industrials, together making up 50% of the global stock market.
Via
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Picking A Path With S&P 500 Sectors
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March 13, 2025
Against this backdrop, the S&P 500® exhibited striking bouts of intraday volatility yet finished the month in negative territory.
Via
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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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What's Going On With Bank Of America (BAC) Shares
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March 10, 2025
Bank of America shares are down 2.4% in Monday's session. The decline comes as U.S. stock futures drop amid growing recession fears.
Via
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Leading And Lagging Sectors For March 10, 2025
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SPDR ETF Report For Wednesday, March 5
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March 05, 2025
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Wednesday, March 5.
Via
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What's Going On With Bank Of America (BAC) Shares
↗
March 05, 2025
Bank of America shares are trading lower by 8.8% since Monday's open. Shares of banking companies are volatile this week amid President Trump's decision to implement tariffs.
Via
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Leading And Lagging Sectors For March 5, 2025
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SPDR ETF Report For Tuesday, March 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, March 4.
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What's Going On With Bank of America (BAC) Shares
↗
March 04, 2025
Bank of America shares are trading lower by 5.7% Tuesday afternoon. Fears surrounding U.S. tariffs on Mexico and Canada have added to broader market uncertainty.
Via
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No Bidders, No Safety Net: Is Fed's Liquidity Lifeline Drying Up? Plus, ETFs To Watch
↗
March 04, 2025
If yields keep dropping, bond prices will rise. And if liquidity crunch fears escalate, defensive sectors could shine.
Via
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Leading And Lagging Sectors For March 4, 2025
↗
March 04, 2025
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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
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Leading And Lagging Sectors For March 3, 2025
↗
March 03, 2025
Via
Benzinga
Powerful UnR Session As All Four Market Indices Lockstep Rally Into The Close; Bear Trap Set?
↗
February 28, 2025
In this video lesson, I review the overall market, the recent bearish sentiment, and one new swing trade idea for Monday's session.
Via
Talk Markets
Topics
Stocks / Equities
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