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home
about us
Investment Approach
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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
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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
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HEALTHCARE
(NY:
XLV
)
157.48
-0.81 (-0.51%)
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Updated: 8:00 PM EST, Jan 23, 2026
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Wall Street Tumbles, Dollar Crashes, Gold Hits Record Highs As Inflation Cools More Than Predicted: What's Driving Markets Thursday
↗
April 10, 2025
Wall Street pulls back as investors weigh economic risks after tariff pause and lower inflation. Fed rate cuts likely but tariff drama continues.
Via
Benzinga
Topics
Economy
World Trade
Leading And Lagging Sectors For April 10, 2025
↗
April 10, 2025
Via
Benzinga
Terrible Twos
↗
April 09, 2025
Although every sector declined YTD in April, not all fell as much as the broader market.
Via
Talk Markets
Topics
Stocks / Equities
Tech Stocks Rebound As US Treasuries Tumble: What's Driving Markets Wednesday?
↗
April 09, 2025
Wall Street saw a tentative tech rebound early Wednesday, as investors begin to shrug off escalating U.S.-China trade tensions following a steep market selloff.
Via
Benzinga
Topics
World Trade
Leading And Lagging Sectors For April 9, 2025
↗
April 09, 2025
Via
Benzinga
These Defensives Could Rebound Despite Recession-Driven Bear Market: Analyst
↗
April 09, 2025
JPMorgan's Hunter sees market still in recession-driven bear. Defensives (Healthcare, Staples, Utilities) set for rebound. Cyclicals look exhausted.
Via
Benzinga
Stocks Rebound, Chipmakers Soar On Trade Deal Hopes, Bitcoin Lags: What's Driving Markets Tuesday?
↗
April 08, 2025
U.S. stocks staged a broad-based rally on Monday, snapping a volatile losing streak after President Donald Trump hinted at a more diplomatic approach to tariff negotiations.
Via
Benzinga
Topics
Government
World Trade
Leading And Lagging Sectors For April 8, 2025
↗
April 08, 2025
Via
Benzinga
Why Health Care Select Sector SPDR Fund (XLV) Is Moving
↗
April 07, 2025
Shares of the Health Care Select Sector SPDR Fund are trading lower by 8.6% over the past week. Tariff announcements from President Donald Trump last week spooked investors and have dragged major...
Via
Benzinga
Topics
Government
Wall Street Soars As Trump Teases Trade Deals, Magnificent 7 Add Over $500 Billion In Market Value
↗
April 08, 2025
U.S. stocks surge after Trump hints at trade progress, easing fears of disruption. S&P 500 up 3%, tech-heavy Nasdaq 100 outperforms. Semiconductors lead sector rally.
Via
Benzinga
Topics
Government
Stocks
NIH Faces Legal Battle Over Scientific Grant Cuts And Political Influence
↗
April 07, 2025
A lawsuit alleges the NIH is unlawfully delaying and terminating grants, threatening vital research funding, graduate programs, and economic gains tied to biomedical innovation.
Via
Benzinga
Topics
Lawsuit
Wall Street Turmoil Deepens As Trump Threatens Massive China Tariffs, Bitcoin Wobbles At $78K: What's Driving Markets Monday?
↗
April 07, 2025
A chaotic and volatile session kicked off the new week on Wall Street, with a start that offers little reason for optimism.
Via
Benzinga
Topics
Government
Leading And Lagging Sectors For April 7, 2025
↗
April 07, 2025
Via
Benzinga
SPX Tariff Fallout: Where Does It Go From Here?
↗
April 06, 2025
SPX price is currently sitting below a confluence of two levels around 5130 and 5200. The next confluence levels lie from approximately 4500 to 4630 and 4800.
Via
Talk Markets
Topics
Stocks / Equities
Wall Street Massacre Rages On, Chipmakers Eye Worst Week Since Dot-Com Burst, Bonds Rally: What's Driving Markets Friday?
↗
April 04, 2025
Wall Street sees worst week for U.S. equities since March 2020 as selloff continues, fueled by fears of global trade war and inflation risks.
Via
Benzinga
Topics
Economy
World Trade
Leading And Lagging Sectors For April 4, 2025
↗
April 04, 2025
Via
Benzinga
Eli Lilly Stock Drops As Trump Tariff Chaos Hits Markets, But Retail Finds Comfort In Big Pharma’s Exemption
↗
April 03, 2025
On Stocktwits, message volume about Lilly jumped by 23% over the past 24 hours, with retail sentiment turning more ‘bullish.’
Via
Stocktwits
Topics
Government
Stocks
World Trade
There Plenty Of Profit Opportunities Today - And I’ve Got Some
↗
April 03, 2025
We knew the markets probably weren’t going to respond well to the tariffs, but the breadth and depth of them provoked a virtual instant selloff in aftermarket trading yesterday.
Via
Talk Markets
Topics
ETFs
Stocks / Equities
World Trade
Leading And Lagging Sectors For April 3, 2025
↗
April 03, 2025
Via
Benzinga
Wall Street Wipes Out $2 Trillion, Apple Eyes Worst Day Since COVID-19 Pandemic, Oil Plummets: What's Driving Markets Thursday?
↗
April 03, 2025
President Donald Trump's sweeping new trade tariffs sent shockwaves through global markets on Thursday, triggering a massive sell-off that echoed the COVID-19 pandemic-era routs, as investor risk...
Via
Benzinga
Topics
Government
World Trade
Wall Street Rebounds Ahead Of Tariff Announcement, Small Caps Rally, Bitcoin Hits $87,000: What's Driving Markets Wednesday?
↗
April 02, 2025
Wall Street extends gains on Wednesday, as investors remain resilient in their risk appetite despite the looming announcement of sweeping trade tariffs by President Donald Trump.
Via
Benzinga
Topics
World Trade
Leading And Lagging Sectors For April 2, 2025
↗
April 02, 2025
Via
Benzinga
Wall Street Inches Up Ahead Of Tariff Day: What's Driving Markets Tuesday?
↗
April 01, 2025
Following the worst quarterly performance for U.S. stocks in over two years, caution dominated Wall Street as investors awaited details on the tariff plans expected from the Trump administration on...
Via
Benzinga
Topics
Government
World Trade
Leading And Lagging Sectors For April 1, 2025
↗
April 01, 2025
Via
Benzinga
Leading And Lagging Sectors For March 31, 2025
↗
March 31, 2025
Via
Benzinga
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
Leading And Lagging Sectors For March 28, 2025
↗
March 28, 2025
Via
Benzinga
These 4 S&P 500 Sectors Could Outperform The Market In April, If History Has A Say
↗
March 26, 2025
Via
Benzinga
Topics
Stocks
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
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