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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
Total Asset Fund (TAF)
TAF sm Program
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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
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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
Bond Fund Seminar
RSVP-Signup Form
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iShares Core S&P 500 ETF
(NY:
IVV
)
742.45
-9.11 (-1.21%)
Official Closing Price
Updated: 8:00 PM EDT, May 15, 2026
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S&P 500's Projected EPS Growth In 2024: Why QQQ, QQQM Might Lead The Way
↗
January 10, 2024
The S&P 500 is poised to deliver double-digit growth to investors in 2024, fueled by 3 sectors. Even then, the Nasdaq-100 could outpace S&P 500. Here's why.
Via
Benzinga
Topics
Stocks
Can 2024 Be Disney's Turnaround Year? Chart Signals Bullish Trend As Bob Iger's Turnaround Plan Unfolds
↗
January 05, 2024
The Walt Disney Co's stock moved just 1.5% in 2023, however Wall Street is optimistic for future growth & in profitability under CEO Bob Iger's leadership.
Via
Benzinga
2 Simple Steps Could Give You a 94% Chance of Making Money in the Stock Market
↗
January 01, 2024
Time is an investor's most powerful weapon when it comes to the stock market.
Via
The Motley Fool
SPY ETF On Track For $500B Milestone, Boosted By S&P 500's Peak Performance, Record Inflows In 2023
↗
December 28, 2023
SPDR S&P 500 ETF Trust poised to become first ETF to reach half a trillion dollars in assets under management (AUM), driven by robust market performance & unprecedented inflows from investors.
Via
Benzinga
Topics
ETFs
Stocks
60/40 Portfolio Bounces Back From 2022 Slump: Is It The Right Investment Strategy For 2024?
↗
December 28, 2023
The traditional 60/40 investment portfolio recorded 13% growth in 2023, its third-best year since 2008. Investors ponder if favorable conditions in H2 of 2023 will continue in 2024.
Via
Benzinga
S&P 500 Stuck In 4600-4800 Limbo For 2024? Wells Fargo Pinpoints 3 'Favored Sectors' For Next Year
↗
December 26, 2023
Wells Fargo Investment Institute has a 4600-4800 year-end 2024 target for the S&P 500 Index and 2000-2200 for the MSCI EAFE Index. Favored sectors are Health Care, Industrials, and Materials.
Via
Benzinga
Topics
Stocks
SPDR S&P 500 ETF Registers Record Fund Flows Heading Into Santa Claus Rally
↗
December 22, 2023
The SPDR S&P 500 delivered over 24% returns this year. The Vanguard S&P 500 ETF and the iShares Core S&P 500 ETF are also up.
Via
Benzinga
Topics
ETFs
Stocks
Warren Buffett Really Likes 1 ETF. Here's an ETF That's Just as Good and Could Help You Retire as a Millionaire.
↗
December 22, 2023
Both of these exchange-traded funds are great picks for long-term investors.
Via
The Motley Fool
Topics
ETFs
3 Unstoppable ETFs to Stock Up on in 2024
↗
December 21, 2023
These investments can help maximize your long-term portfolio growth.
Via
The Motley Fool
Topics
ETFs
US ETFs Surpass $8 Trillion In Assets: Top 10 Funds Holding Over $100B Each
↗
December 19, 2023
US ETFs surpass $8 trillion AUM, US stock & bond markets rally & investors pour in fresh capital, setting record highs & strong growth for 2023.
Via
Benzinga
Topics
Bonds
ETFs
3 Ways to Grow $100,000 Into $1 Million for Retirement Savings
↗
December 19, 2023
You might be a lot closer to $1 million than you think.
Via
The Motley Fool
Topics
Retirement
If You Invested In The S&P 500 When Joe Biden Became President, Here's How Much You'd Have Today
↗
December 18, 2023
A new video from Joe Biden highlights the record stock market highs recently set. A look at how the S&P 500 has performed since Biden took office.
Via
Benzinga
Topics
Stocks
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
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
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