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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
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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
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Client Information
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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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
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Back Dated Performance Reports
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Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
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Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
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All News about Energy Select Sector SPDR
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Gen Z Keeps Swiping As Boomers Hit The Brakes - Chase Spending Data Shows Shifting Consumer Habits
↗
April 02, 2025
US consumer spending shows 2.4% growth in March, driven by Gen Z and Millennials. Essentials prioritized, discretionary spending slows.
Via
Benzinga
Leading And Lagging Sectors For April 2, 2025
↗
April 02, 2025
Via
Benzinga
Will 2025 Be the Year the Energy Sector Finally Breaks Out?
April 02, 2025
The energy sector ETF has been consolidating between $80 and $100 since mid-2022 and is nearing key resistance, which could confirm a multi-year breakout.
Via
MarketBeat
Topics
ETFs
Leading And Lagging Sectors For April 1, 2025
↗
April 01, 2025
Via
Benzinga
Energy Sector Stands Out As March’s Sole S&P 500 Industry Gainer, But Retail Traders Wary Of The Road Ahead
↗
April 01, 2025
According to analysts, investors had flocked to the sector based on a perceived safe-haven value.
Via
Stocktwits
Topics
Economy
Government
Stocks
GOP Senators Call Trump's 25% Canada Tariff A 'Huge Mistake' As Republican Opposition Grows, Markets Fear Economic Disruption
↗
April 01, 2025
Several Republican senators are poised to join Democrats in opposing President Donald Trump's proposed 25% tariffs on Canada.
Via
Benzinga
Topics
Government
World Trade
S&P 500 Just Had Its Worst Quarter vs. Global Stocks Since 1988: What's Driving The Rout
↗
March 31, 2025
The S&P 500 has recorded its largest quarterly underperformance against global markets in 37 years.
Via
Benzinga
Topics
Stocks
Bulls Have A Lot To Prove In Q2
↗
March 31, 2025
The energy sector has been running the table year-to-date. Interestingly, the price of crude oil hasn’t participated much in this rally with the energy sector.
Via
Talk Markets
Topics
Stocks / Equities
Stocks Fall, S&P 500 Eyes Worst Month In Almost Two Years, Oil Rallies: What's Driving Markets Monday?
↗
March 31, 2025
Risk sentiment remains under pressure at the start of the week on Wall Street, with tech-heavy indexes sliding while commodities advance, as traders fear a new wave of price pressures following the...
Via
Benzinga
Topics
Stocks
World Trade
ETF Update: Examining Stocks, Bitcoin, Commodities, Tesla And Surviving Volatile Markets
↗
March 31, 2025
A look at the globe's top billionaires and how they made their fortunes, which serves as a valuable investing lesson for all.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
ETFs
EQT Stock Sees 200% Jump In Retail Chatter After Price Target Hike At Morgan Stanley, Retail's Bullish
↗
March 31, 2025
Morgan Stanley analysts noted that despite the generally cautious investor sentiment on oil markets, the energy sector has had a strong start to 2025.
Via
Stocktwits
Topics
Earnings
Energy
Stocks: The Good, Bad, And The Ugly
↗
March 29, 2025
In this week's video, we'll review the latest charts and data to help us understand the good, the bad, and the ugly in the stock market.
Via
Talk Markets
Topics
Stocks / Equities
Leading And Lagging Sectors For March 28, 2025
↗
March 28, 2025
Via
Benzinga
Oil And Gas Executives Rebuke Trump's 'Drill, Baby, Drill' Agenda: 'We Want More Stability'
↗
March 27, 2025
Trump's 2024 presidential campaign focused on lowering prices, but now energy executives are frustrated with his chaotic tariff policy and lack of stability.
Via
Benzinga
Topics
Government
World Trade
Stocks Slide As Auto Tariffs Boost Tesla, Rivian And Hit GM, Ford: What's Driving Markets Thursday?
↗
March 27, 2025
Wall Street dipped slightly on Thursday, with all major indexes edging into the red as investors digested President Donald Trump‘s latest move on auto tariffs.
Via
Benzinga
Leading And Lagging Sectors For March 27, 2025
↗
March 27, 2025
Via
Benzinga
SPDR ETF Report For Wednesday, March 26
↗
March 27, 2025
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Wednesday, March 26.
Via
Talk Markets
Topics
ETFs
Stocks / Equities
These 4 S&P 500 Sectors Could Outperform The Market In April, If History Has A Say
↗
March 26, 2025
Via
Benzinga
Topics
Stocks
Leading And Lagging Sectors For March 26, 2025
↗
March 26, 2025
Via
Benzinga
Phillips 66 In Focus After Elliott Moves To Court Over Board Elections, Retail’s Yet To Notice
↗
March 26, 2025
The activist investor said it would withdraw the complaint if Phillips 66 ended its “defensive maneuvers."
Via
Stocktwits
Stocks Face A Big Test Here - Here’s What To Do
↗
March 25, 2025
We’re still not seeing leadership emerge from the right places, although it’s beyond interesting (and no coincidence) that stocks and crypto are now behaving similarly from a technical standpoint.
Via
Talk Markets
Topics
Bonds
Cryptocurrencies
Futures
Trump's Tariffs On Buyers Of Venezuelan Oil Could Boost Energy Sector, Exxon Mobil Stock
↗
March 25, 2025
Shares of oil and gas giant Exxon Mobil are hitting 16-week highs on Tuesday as investors bet President Donald Trump's latest tariff threat could be a positive catalyst for the stock.
Via
Benzinga
Topics
Government
World Trade
Leading And Lagging Sectors For March 25, 2025
↗
March 25, 2025
Via
Benzinga
Energy Leads, But Is The Market Truly Bottoming?
↗
March 24, 2025
Energy’s outperformance is usually a late-cycle indicator. In other words, it’s a sector that usually does best when stocks are declining into a low, versus coming out of a low.
Via
Talk Markets
Topics
Stocks / Equities
Oil Prices Rally, Exxon Hits 16-Week Highs As Trump Vows 25% Tariffs On Any Country Buying Venezuelan Crude
↗
March 24, 2025
Trump's 25% tariff on Venezuelan oil led to surge in crude prices & energy stocks. Strong US economic data also boosted oil, sending XLE up 0.6%.
Via
Benzinga
Topics
Government
World Trade
Energy And Healthcare Stocks Are Big Winners This Year
↗
March 24, 2025
It’s been a rough year for the US stock market so far, but you wouldn’t know it by looking at year-to-date returns for energy and healthcare shares, based on a set of ETFs.
Via
Talk Markets
Topics
ETFs
Leading And Lagging Sectors For March 24, 2025
↗
March 24, 2025
Via
Benzinga
Powell Warns of More Inflation—Here’s Where Smart Money Is Moving
March 24, 2025
There's a rotation happening right now in these three ETFs, caused by the latest commentary from the FOMC meeting suggesting more inflation ahead.
Via
MarketBeat
Topics
ETFs
Economy
Surveying The Week Ahead In The Financial Markets
↗
March 24, 2025
This week we get a lot of important economic data.
Via
Talk Markets
Topics
Stocks / Equities
Hard Slap - The Energy Report
↗
March 21, 2025
The EIA reported 1,707 Bcf of natural gas in storage as of March 14, 2025, an increase of 9 Bcf from the previous week.
Via
Talk Markets
Topics
Commodities
Energy
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