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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
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TAF sm Program
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MVS Program
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Back Dated 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
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EVENTS
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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
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RSVP-Signup Form
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iShares Core S&P 500 ETF
(NY:
IVV
)
653.21
+18.28 (+2.88%)
Official Closing Price
Updated: 8:00 PM EDT, Mar 31, 2026
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S&P 500 Likely To 'Test The 5,000 Level': JP Morgan On Where To Allocate In 2024
↗
December 18, 2023
JP Morgan is overweight U.S., Japanese & U.S. Treasury equity, high-yield corporate debt for Q1 2024. Cash returns fall & S&P 500 to test 5,000 level.
Via
Benzinga
Topics
Stocks
US Steel Shares Outperform S&P 500 - Deliver 30% Higher Returns In Single Year
↗
December 18, 2023
US Steel's (X) stock is 28% up pre-market on the $14.9B acquisition news. X stock returned 59.3% over 1yr, outperforming S&P 500 and materials sector ETFs.
Via
Benzinga
Topics
Stocks
What Is the Best S&P 500 ETF to Buy?
↗
December 18, 2023
Which of these popular funds should you consider?
Via
The Motley Fool
Topics
ETFs
Stocks
25% of Warren Buffett's Secret Portfolio Is Invested in These 3 ETFs. Here's Why They're Great Picks for 2024.
↗
December 18, 2023
Buffett didn't personally pick these ETFs. But all three could make him money in the new year.
Via
The Motley Fool
Topics
ETFs
5 Hot U.S. Equity ETFs Of Last Week
↗
September 19, 2023
5 ETFs that dominated the top creation list last week.
Via
Talk Markets
Topics
ETFs
U.S. Weekly FundFlows: Money Market Funds See First Weekly Outflow In Eight Weeks
↗
December 15, 2023
Investors were overall net sellers of fund assets (including both conventional funds and ETFs) for the first week in eight, removing a net $19.1 billion.
Via
Talk Markets
Traders May Need Frequent Portfolio Adjustments In 2024: BlackRock
↗
December 14, 2023
BlackRock Inc sees rate cuts in second half of 2024. Shape of the yield curve to be key drivers of returns. ETFs could be good investment vehicles.
Via
Benzinga
Topics
ETFs
Economy
Five ETFs That Garnered Investors' Love Last Week
↗
December 05, 2023
Overall, ETFs pulled in $6.2 billion in capital last week, taking year-to-date inflows to $464.2 billion.
Via
Talk Markets
Topics
ETFs
'Extreme Buying' Sends Over 60% Of S&P 500 Stocks To Their 20-Day High
↗
December 05, 2023
US stock market saw 'extreme buying' leading to 9% returns since Oct. 31.
Via
Benzinga
Topics
Stocks
S&P 500 Recorded Its 2nd Best November Since 1980: Strategists See Bullish 6 Months Ahead
↗
December 04, 2023
November 2023 saw the S&P 500 index rallying 8.9%. ETFs tracking the index also rallied, sparking optimism in the markets for bullish 6 months ahead.
Via
Benzinga
Topics
ETFs
Stocks
What's the Best ETF to Buy Right Now?
↗
December 04, 2023
Investors have plenty of good ETF alternatives.
Via
The Motley Fool
Topics
ETFs
2 ETFs That Beat The S&P 500
↗
November 17, 2023
The SPDR S&P 500 ETF is the biggest fund in the world with over $420 billion in assets.
Via
Talk Markets
Topics
ETFs
Stocks
These 3 ETFs offer extreme diversification
November 17, 2023
Allocation funds provide a sampler platter that aims to match an investor’s risk appetite and return goals - including these three low cost funds.
Via
MarketBeat
Topics
Bonds
ETFs
Retirement
ETFs To Ride On S&P 500's Longest Winning Streak Since 2021
↗
November 09, 2023
In order to tap this opportune moment, investors should bet on ETFs that track the S&P 500 Index.
Via
Talk Markets
Topics
ETFs
Stocks
The End Of Monday Blues? New Data Reveals Shift In Stock Market Patterns
↗
November 03, 2023
The stock market rose 83% of the time on the same day in 2023.
Via
Benzinga
1 ETF I'd Choose Before Cathie Wood's Flagship Fund
↗
October 26, 2023
The S&P 500 can serve as a foundational piece of an investor's portfolio.
Via
The Motley Fool
Topics
ETFs
Stocks
S&P 500 Breaches 200-Day Average As Treasury Yields Hit 5%: Analyst Says The Primary Trend Is 'Down'
↗
October 23, 2023
Tesla, Amazon, Apple and Berkshire Hathaway are the largest contributors to the S&P 500's negative trend in the last month.
Via
Benzinga
Topics
Stocks
Peeking Into The Future Through Futures, What Non-Commercials Are Buying, Via CoT
↗
October 15, 2023
On September 27th, the Nasdaq 100 stopped going down at 14433. As things stand, bears are probably eyeing this level.
Via
Talk Markets
U.S. Weekly FundFlows: Despite Dovish Fed Comments, ETF And Conventional Fund Investors Were Net Redeemers
↗
October 13, 2023
Investors were net sellers of fund assets (including those of conventional funds and ETFs) for the third week in four, withdrawing a net $17.6 billion.
Via
Talk Markets
Topics
ETFs
Economy
September Seasonality Struck Again In 2023
↗
October 12, 2023
September seasonality struck again in 2023 torpedoing what had been a modestly positive 3rd quarter.
Via
Talk Markets
Looking for a Safe, Low-Effort Investment? 1 ETF to Buy Right Now
↗
October 11, 2023
With the right investments, the stock market is safer than it might seem.
Via
The Motley Fool
Topics
ETFs
5 ETFs That Pulled In Maximum Assets In The First Nine Months
↗
October 03, 2023
Overall, ETFs pulled in $329 billion in capital in the first nine months of 2023.
Via
Talk Markets
Topics
ETFs
Taxable Fixed Income Funds Log Largest Weekly Outflow Of 2023
↗
September 28, 2023
During LSEG Lipper’s fund-flow week that ended September 27, 2023, investors were overall net redeemers of fund assets (including both conventional funds and ETFs) for the second straight week,...
Via
Talk Markets
SPDR’s SPY ETF Has The S&P 7 Risk: Is RSP A Good Alternative?
↗
September 25, 2023
The SPDR S&P 500 ETF has a big challenge because of its concentration. According to its website, 27.29% of its companies are in the technology sector. It is followed by healthcare (13.42%), financial...
Via
Talk Markets
Topics
ETFs
Stocks
Walmart Shines As Dollar Tree, Dollar General, Big Lots Stumble
September 25, 2023
Walmart's stock pullback is part of a broader profit-taking trend, but the stock is outperforming deep discounters Dollar Tree, Dollar General and Big Lots.
Via
MarketBeat
Topics
ETFs
Combining Cyber-Analysis And ValuEngine Model Forecasts For E-Commerce Companies
↗
September 24, 2023
This week's focus is on e-Commerce companies, firms that derive most of their revenues from web-based commerce. We get input from Brand Loyalties, a provider of cyber-based investment signals, then...
Via
Talk Markets
U.S. Weekly Fundflows Insight Report: Municipal Bond Fund ETFs Record Largest Weekly Inflow Of The Year
↗
September 14, 2023
Equity funds, money market funds, and taxable bond funds registered inflows, while alternatives funds, tax-exempt bond funds, mixed-assets funds, and commodities funds suffered outflows over the week.
Via
Talk Markets
Topics
Bonds
ETFs
'Nothing For The Small Guys': Kevin O'Leary Blasts Bidenomics For Giving $1 Trillion To 'The Big Boys,' Warns Of 'Real Chaos' For US Economy
↗
September 12, 2023
Via
Benzinga
U.S. Weekly FundFlows Insight Report
↗
September 07, 2023
Fund investors were net purchasers of money market funds (+$18.0 billion) while being net redeemers of equity funds (-$5.2 billion), taxable bond funds (-$2.4 billion), and tax-exempt fixed income...
Via
Talk Markets
Topics
Bonds
Municipal Bond ETFs Attract Second-Largest Weekly Inflow Of 2023
↗
September 01, 2023
During the week that ended August 30, 2023, investors were overall net purchasers of fund assets (including both conventional funds and ETFs) for the third week in four, adding a net $7.5...
Via
Talk Markets
Topics
ETFs
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