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home
about us
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Team Biographies
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
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
MARKET RESEARCH
Featured Quarterly Newsletter
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Vanguard Information Tech ETF
(NY:
VGT
)
747.92
-12.88 (-1.69%)
Official Closing Price
Updated: 8:00 PM EST, Jan 30, 2026
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All News about Vanguard Information Tech ETF
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2 Unstoppable Vanguard ETFs That Can Help You Beat the S&P 500 Over the Long Term
↗
May 30, 2024
Technology stocks are often the key ingredient for outperforming the broader market, but they come with risks.
Via
The Motley Fool
Topics
ETFs
Stocks
Apple's Southeast Asia Growth: New Kuala Lumpur Store Set to Open In June
↗
May 29, 2024
Apple to launch first retail store in Malaysia on June 22, expanding presence in Southeast Asia. Boosting sales outside China.
Via
Benzinga
Tech Titans To Take Center Stage: Computex 2024 Preview For Investors
↗
May 27, 2024
Computex 2024, a major tech event, is approaching with industry giants like Qualcomm, Intel, and AMD revealing their latest innovations, offering potential opportunities in AI and tech stocks.
Via
Benzinga
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Artificial Intelligence
10 Best Vanguard Funds to Buy Right Now
↗
May 27, 2024
These 10 Vanguard stock ETFs can help you build a top-notch portfolio.
Via
The Motley Fool
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ETFs
5 Multi-Billion Dollar ETFs Beating The S&P 500 Year-To-Date
↗
May 24, 2024
The S&P 500 Index has been on a remarkable rally this year, crossing the 5,300 milestone for the first time ever, underscoring strong confidence. Here are five ETFs that have been beating the S&P 500...
Via
Talk Markets
Topics
ETFs
Stocks
Why 1 Top ETF Could Be an Ultimate Long-Term Growth Investment
↗
May 19, 2024
The broad and passive Vanguard Information Technology ETF could be a great way to make time and patience pay off.
Via
The Motley Fool
Topics
ETFs
Apple's Unionized Maryland Store On Brink Of Strike Amid Union Talks: Report
↗
May 09, 2024
Apple Retail Store Workers in Towson, MD, Vote on Strike Amid Negotiations: Unionized employees at Apple Inc.'s Towson store gear up for a crucial vote this Saturday, potentially authorizing a strike....
Via
Benzinga
Apple Reverses Sales Decline in China with Impressive March Shipment Growth
↗
May 08, 2024
Apple's Chinese iPhone shipments rose 12% in March thanks to price cuts. This signals a rebound from previous declines and potential for market recovery.
Via
Benzinga
Developed Countries Need Immigrants, But Housing Just Isn't Enough: Report
↗
May 06, 2024
Governments are having trouble keeping the rate of newly built houses in line with the rate of immigration.
Via
Benzinga
Billionaires Are Selling Nvidia Stock and Buying 2 Top Index Funds That Beat the S&P 500 Over the Past Decade
↗
May 06, 2024
These wealthy hedge fund managers trimmed their Nvidia positions during the fourth quarter, while purchasing shares of supercharged index funds.
Via
The Motley Fool
Topics
Stocks
ETFs To Buy On Apple's Q2 Earnings Beat, Largest-Ever Buyback
↗
May 03, 2024
Bolstered by the increased dividend and stock repurchase commitment, Apple shares recently jumped as much as 8%. Investors seeking to tap the strength should consider ETFs having the largest allocation...
Via
Talk Markets
Topics
ETFs
Earnings
AI Beneficiary Flex Stock Declines After Q4 Print, What's Going On?
↗
May 01, 2024
Flex Ltd (NASDAQ: FLEX) reported strong 4Q 2024 results, beating analyst estimates. Gross margin and operating margin also improved. Outlook for 2025 looks positive. Stock declined after earnings.
Via
Benzinga
Topics
Artificial Intelligence
Apple's Secret AI Lab in Zurich Poised to Enhance iPhone Capabilities, Poach Google Staff
↗
April 30, 2024
Apple intensifies AI efforts, poaches experts from Google to lead secretive AI lab in Zurich, plans to showcase new generative AI features at WWDC.
Via
Benzinga
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Artificial Intelligence
3 Magnificent Growth ETFs Every Investor Under 40 Should Own
↗
April 29, 2024
If you're young, you have the greatest investing advantage of all.
Via
The Motley Fool
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ETFs
ETFs To Buy As Cloud, AI Power Microsoft's Q3 Earnings
↗
April 27, 2024
The world's largest software maker, Microsoft, reported strong third-quarter fiscal 2024 results, beating earnings and revenue estimates. Investors could tap into the opportunities in this software...
Via
Talk Markets
Topics
Artificial Intelligence
ETFs
Vanguard ETFs: An Overview
↗
April 27, 2024
This ETF family is renowned for high capital returns, low expenses, and upholding management practices that prioritize shareholder interests.
Via
The Motley Fool
Topics
ETFs
Apple Strengthens Supply Chain in China While Growing Presence in Southeast Asia and India
↗
April 26, 2024
Apple deepens involvement with China and expands production in Southeast Asia and India, balancing political pressures and business needs.
Via
Benzinga
Topics
Economy
This Spectacular Vanguard ETF Could Turn $250 per Month Into $873,700, With Help From Artificial Intelligence (AI) Stocks Nvidia and Microsoft
↗
April 25, 2024
This Vanguard ETF tracks hundreds stocks in the information technology sector, the only market sector to outperform the S&P 500 over the past decade.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Stocks
What's In Store For Microsoft ETFs This Earnings Season?
↗
April 24, 2024
Microsoft (MSFT - Free Report) is set to release third-quarter 2024 results on Apr 25, after market close. It is worth taking a look at this leading software company’s fundamentals ahead of its...
Via
Talk Markets
Topics
ETFs
Apple's Next Big Leap: How AI Software and WWDC Announcements Could Fuel Growth
↗
April 22, 2024
Morgan Stanley analyst maintains Overweight rating for Apple, lowers price target from $220 to $210. Expects slight upside to March revenue but significant June guide-down. Potential for relief rally...
Via
Benzinga
Topics
Artificial Intelligence
Missed Out on Nvidia? Buy This Outstanding Vanguard ETF Instead.
↗
April 20, 2024
Learn what makes this Vanguard ETF special.
Via
The Motley Fool
Topics
ETFs
Microsoft's Strategic Emphasis on AI and Cloud Services Signals Strong Future Performance: Analysts
↗
April 18, 2024
Citigroup analyst maintains Microsoft with a Buy and lowered price target from $480 to $475, expecting strong Azure growth, while BofA analyst reiterates Buy with $480 target.
Via
Benzinga
Topics
Artificial Intelligence
3 Vanguard Funds That Can Serve as a Complete Portfolio
↗
April 18, 2024
Vanguard funds are prized for their rock-bottom expense ratios and top performance. These three funds are among the company's best options in the large-cap growth arena.
Via
The Motley Fool
Top 3 Growth Stocks For 2024 And Beyond: 'I Have a Pretty Long Runway Because Of My Age,' Says Redditor
↗
April 11, 2024
Young investors on Reddit's r/stocks are tapping into the wisdom of the crowd to find potential growth stocks, including FLNC, PLTR, NVDA, CELH, and SOFI. ETFs like VUG, VGT, and QQQM also offer...
Via
Benzinga
Topics
ETFs
Apple Eyes Higher Profitability, Premium Mix and In-House Technologies Drive Margin Boost: Analyst
↗
April 11, 2024
The BofA analyst reiterated a Buy rating for Apple Inc (AAPL) with a price target of $225. He believes the company's gross margins will continue to improve due to its product and service mix.
Via
Benzinga
Apple's New Office Space in Coral Gables Signals Further Expansion into Latin America
↗
April 10, 2024
Apple Inc (NASDAQ: AAPL) expanding presence in Miami, investing in new building & likely launching new retail store. Other Big Tech companies also expanding in the city.
Via
Benzinga
Microsoft Set to Unveil Qualcomm-Powered AI PCs, Aiming to Surpass Apple's MacBook Air
↗
April 09, 2024
Microsoft to showcase AI-powered Surface devices, aiming to outperform Apple's MacBook Air with Snapdragon X Elite processors.
Via
Benzinga
Topics
Artificial Intelligence
Microsoft's £2.5B UK Investment Fuels AI Talent Hunt and Data Center Expansion
↗
April 08, 2024
Microsoft unveils new London hub for consumer AI division led by ex-Inflection AI scientist Jordan Hoffmann. Part of £2.5B investment in UK.
Via
Benzinga
Topics
Artificial Intelligence
Why Casa Systems Shares Are Tumbling Today
↗
April 03, 2024
Casa Systems initiates Chapter 11 sale process to maximize value of 5G and Cable businesses. Lumine Group and Vecima Networks agree to acquire certain businesses.
Via
Benzinga
Steve Jobs Protege Phil Schiller Defends Apple's 'Walled Garden' Against Global Regulatory Pushback
↗
March 27, 2024
Apple fights access battle for its devices with Schiller as its key figure, facing criticism and legal challenges but remaining steadfast in its practices.
Via
Benzinga
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