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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)
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Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly 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
Quarterly Performance Reports
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Event Schedule
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
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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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FINANCIAL SEL
(NY:
XLF
)
54.64
-0.13 (-0.24%)
Streaming Delayed Price
Updated: 11:45 AM EST, Jan 2, 2026
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Leading And Lagging Sectors For February 7, 2025
↗
February 07, 2025
Via
Benzinga
Financials, Health Care Sectors Leading US Stocks Higher In 2025
↗
February 07, 2025
Genius remains a bull market so far in 2025. All the main sectors in the US equities market are posting year-to-date gains, led by financials and health care, based on a set of ETFs.
Via
Talk Markets
Topics
ETFs
SPDR ETF Report For Thursday, Feb 6
↗
February 06, 2025
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Thursday, February 6.
Via
Talk Markets
Topics
ETFs
Stocks / Equities
Fed Eases Bank Stress Tests, Drops Climate Risks: Financial Stocks Hit Record Highs
↗
February 06, 2025
Fed dials back regulatory burden on major US banks, ending climate stress test and rolling out more favorable 2025 scenario. Relief for Goldman Sachs and Morgan Stanley expected.
Via
Benzinga
Topics
Economy
Communications Have More To Say
↗
February 03, 2025
Last week was certainly memorable, and it looks like this week is off to a similar start.
Via
Talk Markets
Topics
Stocks / Equities
Intercontinental Exchange Stock Hits Record Intraday High After Q4 Profit Beat: Retail’s Joyous
↗
February 06, 2025
On an adjusted basis, the company reported earnings of $1.52 per share, compared with the average analysts’ estimate of $1.49 per share.
Via
Stocktwits
Allstate Gains Premarket After Q4 Profit Beat: Retail’s Bullish But Concerns Linger Over California Wildfires
↗
February 06, 2025
According to Koyfin data, the insurer reported an adjusted net income of $7.67 per share, which was higher than the market estimate of $6.28 per share.
Via
Stocktwits
Leading And Lagging Sectors For February 6, 2025
↗
February 06, 2025
Via
Benzinga
SPDR ETF Report For Wednesday, Feb 5
↗
February 06, 2025
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Wednesday, February 5.
Via
Talk Markets
Topics
ETFs
Stocks / Equities
The Market Is Stuck In A Volatility Box
↗
February 05, 2025
This market is desperate for two things - a catalyst and some clarity. Trouble is, there’s not much of either right now.
Via
Talk Markets
Topics
Bonds
Futures
Stocks / Equities
Fiserv Stock Hits All-time High After Q4 Profit Beat: Retail Sees Further Upside
↗
February 05, 2025
On an adjusted basis, the fintech firm reported earnings of $2.51 per share for the three months ending Dec. 31, compared with an estimate of $2.48 per share.
Via
Stocktwits
Leading And Lagging Sectors For February 5, 2025
↗
February 05, 2025
Via
Benzinga
SPDR ETF Report For Tuesday, Feb 4
↗
February 05, 2025
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Tuesday, February 4.
Via
Talk Markets
Topics
ETFs
Stocks / Equities
KKR Q4 Earnings Top Wall Street Estimates But Revenue Declines: Retail’s Extremely Bullish
↗
February 04, 2025
The private equity firm’s fourth-quarter revenue fell to $3.26 billion from $4.43 billion in the year-ago quarter.
Via
Stocktwits
Apollo Global Management Tops Q4 Profit Estimates On Record Fee-Related Earnings: Retail Elated
↗
February 04, 2025
The asset manager reported an adjusted net income of $2.22 per share for the fourth quarter, topping the Wall Street estimate of $1.89 per share, according to FinChat data.
Via
Stocktwits
Leading And Lagging Sectors For February 4, 2025
↗
February 04, 2025
Via
Benzinga
Sector Rotation: Are Utilities Gaining as Financials Weaken?
February 03, 2025
The utility sector is up 2.89% YTD, lagging financials but maintaining positive sentiment, with technicals showing a potential breakout near $80.
Via
MarketBeat
Topics
ETFs
Government
Leading And Lagging Sectors For February 3, 2025
↗
February 03, 2025
Via
Benzinga
Trump 2.0: This Sector May See A Big Performance Boost
February 01, 2025
See which sectors performed best and worst under Trumps first term. One sector in particular stands to benefit significantly under Trump 2.0.
Via
MarketBeat
Topics
ETFs
Government
Markets Are Holding Up… But Mega-Caps Are Cracking
↗
January 31, 2025
Right now it’s the mega-caps that are shaky and a handful of lucky rotations are what’s keeping this market from taking a dive.
Via
Talk Markets
Topics
Futures
Stocks / Equities
Visa Stock Moves Up After Upbeat Q4 Profit, Retail’s Extremely Bearish
↗
January 31, 2025
According to Koyfin data, the payments firm posted fiscal first-quarter adjusted earnings of $2.75 per share on Thursday, compared with the average analysts’ estimate of $2.66 per share.
Via
Stocktwits
Leading And Lagging Sectors For January 31, 2025
↗
January 31, 2025
Via
Benzinga
Blackstone On Retail’s Radar After Topping Q4 Profit Estimates, Stocktwits Chatter Spikes
↗
January 30, 2025
The alternative asset manager reported distributable earnings of $1.69 per share for the fourth quarter, compared with the average analysts’ estimate of $1.47 per share.
Via
Stocktwits
Mastercard Stock Rockets To Record Highs After Q4 Profit Exceeds Expectations, Retail’s Elated
↗
January 30, 2025
On an adjusted basis, the company reported net earnings of $3.82 per share during the fourth quarter, beating a Wall Street estimate of $3.69 per share.
Via
Stocktwits
Raymond James’ Q4 Earnings Tops Estimates With Significant Jump In Capital Markets’ Revenue: Retail Stays Positive
↗
January 30, 2025
The company reported adjusted earnings of $2.93 per share during the fiscal first quarter, compared with the market estimate of $2.69 per share.
Via
Stocktwits
Leading And Lagging Sectors For January 30, 2025
↗
January 30, 2025
Via
Benzinga
Mastercard Q4 Earnings Preview: Wall Street Sees Supportive Macro Environment In 2025, Retail Stays Bullish
↗
January 29, 2025
According to FinChat data, Wall Street expects Mastercard to report fourth-quarter earnings per share of $3.69 on revenue of $7.38 billion.
Via
Stocktwits
Big Banks Hit Fresh Record Highs: Goldman Sachs Sees More Upside In 2025
↗
January 29, 2025
U.S. banks reach record highs on strong Q4 earnings, driven by lending income, cost-cutting, and deal-making. Goldman Sachs predicts continued growth.
Via
Benzinga
Chubb Stock Rises After Q4 Profit Beat: Retail Stays Bullish But Gets More Cautious
↗
January 29, 2025
The Zurich-based company reported core operating earnings of $6.02 per share, compared with the average analysts’ estimate of $5.45 per share, according to Koyfin data.
Via
Stocktwits
Stocks Tick Down Ahead Of Fed Meeting, Nvidia Jitters Resume, Trump Media Rallies: What's Driving Markets Wednesday?
↗
January 29, 2025
Caution dominates Wednesday's midday trading session in New York as investors anxiously await the Federal Open Market Committee decision at 2 p.m. ET.
Via
Benzinga
Topics
Economy
Government
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