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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
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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
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UTILITIES SEL
(NY:
XLU
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46.34
+0.23 (+0.50%)
Official Closing Price
Updated: 8:00 PM EDT, Apr 2, 2026
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Leading And Lagging Sectors For January 29, 2025
↗
January 29, 2025
Via
Benzinga
Tech Rebounds After Black Monday, Nvidia Rallies 6%, GM Plummets: What's Driving Markets Tuesday?
↗
January 28, 2025
Tech stocks attempted a rebound after Monday's devastating crash triggered by DeepSeek, as investors show interest in dip-buying the hardest-hit names.
Via
Benzinga
Leading And Lagging Sectors For January 28, 2025
↗
January 28, 2025
Via
Benzinga
Communications Are Speaking - Are You Listening?
↗
January 27, 2025
Communications and industrials climbing the rankings isn’t bearish. This week will give us a classic example of what to trust: the news or the money flows.
Via
Talk Markets
Topics
Stocks / Equities
Edison Stock Drops As Legal Pressure Over Eaton Fire Mounts, Video Evidence Surfaces: Retail Divided
↗
January 27, 2025
The lawsuit claims that Southern California Edison’s (SCE) equipment created an electric arc near Altadena, which allegedly ignited the fire.
Via
Stocktwits
Topics
Lawsuit
Tech Stocks Tumble On AI Nightmare, Nvidia Eyes Worst Day Since March 2020, Bitcoin Drops Below $100,000: What's Driving Markets Monday?
↗
January 27, 2025
A wild selloff rattled tech stocks on Monday, striking at the heart of AI optimism as China’s DeepSeek startup unveiled an open-source large language model platform that outperforms OpenAI’s ChatGPT at...
Via
Benzinga
Topics
Artificial Intelligence
Leading And Lagging Sectors For January 27, 2025
↗
January 27, 2025
Via
Benzinga
Is It Time To Load Up On Small Caps, Banks, And Software Stocks?
↗
January 25, 2025
In this week's video, we'll review the latest charts and data to help us answer the question, is it time to load up on banks, small caps, midcaps, and the equal weight S&P500?
Via
Talk Markets
Topics
Stocks / Equities
Stocks Stall, Gold Nears Record Highs As Dollar Faces Worst Week Since July 2023: What's Driving Markets Friday?
↗
January 24, 2025
Wall Street paused for a breather on Friday, with the S&P 500 index hovering around the flatline at midday trading in New York after a five-day rally that pushed the market to fresh record highs this...
Via
Benzinga
NextEra Energy Reports Mixed Q4 Results, Enters Partnership With GE Vernova For Grid Solutions
↗
January 24, 2025
NextEra Energy reports Q4 results, with revenue missing estimate. Expects continued growth and dividend increases through 2027.
Via
Benzinga
Leading And Lagging Sectors For January 24, 2025
↗
January 24, 2025
Via
Benzinga
These Are the Market’s Best Income Plays Right Now
↗
January 23, 2025
Plenty of traders and investors, particularly new ones, tend to want to avoid the bond market. That’s understandable, but bonds are easier - and, with the income they bring - more lucrative than you...
Via
Talk Markets
Topics
Bonds
Stocks / Equities
Dow Jones Nears Records, Tech Pulls Back, Treasury Yields Rise Again: What's Driving Markets Thursday?
↗
January 23, 2025
Wall Street traded slightly higher during midday Thursday as investors assessed the ongoing earnings season while closely monitoring policy signals from President Donald Trump.
Via
Benzinga
Topics
Government
Stocks
FirstEnergy Stock Slips After Wolfe Downgrade, But Retail Remains Optimistic
↗
January 23, 2025
Wall Street is monitoring FirstEnergy's regulatory cases in Ohio and is concerned about the company’s ability to replace earnings from pensions and Signal Peak coal operations as it transitions away...
Via
Stocktwits
Leading And Lagging Sectors For January 23, 2025
↗
January 23, 2025
Via
Benzinga
Chipmakers Rally On AI Stargate Bet, Netflix Soars, Bitcoin Falters As Trump Keeps Quiet On Crypto: What's Driving Markets Wednesday?
↗
January 22, 2025
Tech stocks enjoyed a surge Wednesday, driven by a sharp rise in semiconductor shares after President Donald Trump, OpenAI's Sam Altman, Oracle Corp.
Via
Benzinga
Topics
Artificial Intelligence
Government
Leading And Lagging Sectors For January 22, 2025
↗
January 22, 2025
Via
Benzinga
Leading And Lagging Sectors For January 21, 2025
↗
January 21, 2025
Via
Benzinga
Leading And Lagging Sectors For January 20, 2025
↗
January 20, 2025
Via
Benzinga
Well-Poised Index Charts
↗
January 19, 2025
As it is now, in spite of an awful week for the bears, the steady series of lower lows and lower highs is still intact. It wouldn’t take too much to ruin that, however.
Via
Talk Markets
Topics
Stocks / Equities
Wall Street Roars Ahead Of Trump's Inauguration, Intel Rallies, Bitcoin Tops $105,000: What's Driving Markets Friday?
↗
January 17, 2025
Risk appetite surged on Wall Street at the end of the week, with investors ramping up stock purchases ahead of Monday's market closure for Martin Luther King Day, which is also when Donald Trump will...
Via
Benzinga
Topics
Government
'Buy Long Duration Bonds,' Says Bank Of America Strategist: 4 ETFs To Watch As Trump's Deficit Fight Unfolds
↗
January 17, 2025
Investors may be underestimating Trump's potential push for fiscal discipline, making long-term bonds and rate-sensitive sectors attractive bets.
Via
Benzinga
Topics
Bonds
ETFs
Government
Leading And Lagging Sectors For January 17, 2025
↗
January 17, 2025
Via
Benzinga
Here’s How To Play The “Big Bounce”
↗
January 16, 2025
What had been a tape on life support roared back - violently - the second traders perceived inflation was cooling off.
Via
Talk Markets
Topics
Bonds
Economy
Futures
Stocks Pause, Chipmakers Rise, Gold Hits 2-Month Highs: What's Driving Markets Thursday?
↗
January 16, 2025
Wall Street paused for a breather on Thursday, following Wednesday's big rally sparked by a softer-than-predicted December inflation report that fueled speculation on the Federal Reserve delivering...
Via
Benzinga
Topics
Economy
Leading And Lagging Sectors For January 16, 2025
↗
January 16, 2025
Via
Benzinga
Wall Street Rallies As Treasury Yields Fall, Banks Smash Q4 Earnings, Oil Hits $80: What's Driving Markets Wednesday?
↗
January 15, 2025
Wall Street staged a strong rebound on Wednesday, as mixed inflation data bolstered investor confidence in the Federal Reserve's continuation of easing cycle in 2025, easing recent market anxieties.
Via
Benzinga
Topics
Economy
Leading And Lagging Sectors For January 15, 2025
↗
January 15, 2025
Via
Benzinga
2024 S&P U.S. Style Indices Rebalancing: Key Sector Shifts And Impacts
↗
January 14, 2025
The S&P U.S. Style Indices underwent their annual rebalancing in December 2024, leading to significant changes in sector exposures.
Via
Talk Markets
Topics
Stocks
Stocks / Equities
Vistra Stock Hits All-Time High As Utilities Recover On Energy Demand From AI: Retail Bullish
↗
January 14, 2025
Vistra's shares hit a record $175 on Tuesday as utilities gained on AI-related energy demand and a sector-wide recovery.
Via
Stocktwits
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