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TSL's Turnkey Operation Platform
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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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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UTILITIES SEL
(NY:
XLU
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43.18
+0.49 (+1.15%)
Official Closing Price
Updated: 8:00 PM EST, Jan 2, 2026
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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
Stocks Fail To Rise Despite Benign Producer Inflation, 30-Year Treasury Yields Hit 5%, Ely Lilly Tumbles: What's Driving Markets Tuesday?
↗
January 14, 2025
A cooler-than-expected December producer inflation report failed to ignite lasting gains on Wall Street Tuesday, reflecting lingering concerns about persistently high inflation among investors.
Via
Benzinga
Topics
Economy
Constellation Energy Stock Rises As Wall Street Praises Calpine Deal, But Retail Isn’t Convinced
↗
January 14, 2025
Mixed retail sentiment on Stocktwits follows Constellation Energy's gains as analysts weigh in on its acquisition of Calpine.
Via
Stocktwits
Utilities Rebound As AI Powers Energy Demand: 3 ETFs To Watch
↗
January 14, 2025
Three ETFs with exposure to utility stocks like GE Vernova, Vistra Corp., and NextEra Energy may benefit from growing energy needs of data centers.
Via
Benzinga
Topics
Artificial Intelligence
ETFs
Edison International Stock Nears Two-Year Low As Lawsuits Link Utility to L.A. Wildfires: Retail Fears The Worst
↗
January 14, 2025
On Monday, the stock fell 11.89%—its steepest single-day decline since 2021. Since the wildfires broke out on Tuesday, Edison has lost more than 28% of its market value.
Via
Stocktwits
Topics
Lawsuit
Leading And Lagging Sectors For January 14, 2025
↗
January 14, 2025
Via
Benzinga
Edison International Stock Plunges As CEO Admits Uncertainty Amid Wildfire Liability Concerns: Retail Sentiment Hits Year-Low
↗
January 13, 2025
Edison International’s CEO commented that the company cannot "rule out" the role of infrastructure in the L.A. wildfires, fueling investor anxiety and a sharp sell-off in the stock.
Via
Stocktwits
PG&E Stock Recovers Pre-Market On BMO Upgrade As Wildfire Concerns Drive Retail Sentiment To Year-Low
↗
January 13, 2025
Analysts remain bullish on PG&E’s growth outlook even as the stock faces pressure from heightened wildfire fears and bearish retail sentiment.
Via
Stocktwits
Leading And Lagging Sectors For January 10, 2025
↗
January 10, 2025
Via
Benzinga
Trading A Market In Repair
↗
January 09, 2025
A discussion about the current state of a volatile market, emphasizing the dominance of large-cap tech stocks, rising yields, and a strong dollar impacting market breadth and sentiment.
Via
Talk Markets
Topics
ETFs
Stocks / Equities
5 Dead, Nearly 180,000 Evacuated In Los Angeles Wildfires: California Utilities Face Scrutiny
↗
January 09, 2025
A look at the stocks and ETFs to watch after the California wildfires and what could be next.
Via
Benzinga
Topics
ETFs
How Energy Stocks Performed In 2024
↗
January 08, 2025
The energy sector delivered a modest total return of 5.6% in 2024, reflecting a year of moderate energy prices and uneven performance across its subsectors.
Via
Talk Markets
Topics
Stocks / Equities
Stocks Sink As Bond Yields Soar, Nvidia Eyes Worst Day In 4 Months, Bitcoin Tumbles To $97,000: What's Driving Markets Tuesday?
↗
January 07, 2025
Tuesday began as a calm day on Wall Street, but markets swiftly turned negative after the Institute for Supply Management released data highlighting an unexpected surge in price pressures within the...
Via
Benzinga
Leading And Lagging Sectors For January 7, 2025
↗
January 07, 2025
Via
Benzinga
Wall Street Rallies, Chipmakers Soar Ahead Of Nvidia's Huang Speech, Bitcoin Reclaims $100,000: What's Driving Markets Monday?
↗
January 06, 2025
Wall Street is in full risk-on mode, as traders eagerly snap up technology stocks, particularly semiconductors, ahead of Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang‘s speech later on Monday at the...
Via
Benzinga
Leading And Lagging Sectors For January 6, 2025
↗
January 06, 2025
Via
Benzinga
Leading And Lagging Sectors For January 2, 2025
↗
January 02, 2025
Via
Benzinga
Leading And Lagging Sectors For January 1, 2025
↗
January 01, 2025
Via
Benzinga
NextEra Energy's Planned 2025 Dividend Hike? 10%. And Planned for 2026? That's 10%, Too.
↗
December 31, 2024
Via
The Motley Fool
Leading And Lagging Sectors For December 31, 2024
↗
December 31, 2024
Via
Benzinga
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