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home
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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
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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
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TAF sm Program
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Back Dated Performance Reports
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
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Client's Responsibilities
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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
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Total Asset Fund (TAF)
TAF® Program
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
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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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State Street SPDR S&P Retail ETF
(NY:
XRT
)
85.90
+0.61 (+0.72%)
Official Closing Price
Updated: 8:00 PM EST, Jan 2, 2026
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Q1 2023 U.S. Retail Scorecard – Update
↗
May 16, 2023
The Q1 2023 blended earnings growth estimate now stands at 30.9%.
Via
Talk Markets
Technical And Fundamental Analysis On US Oil Fund
↗
May 15, 2023
Energy, gas, and oil are the underperformers this year and the main reason many call for deflation, recession, or at the very least, the end of accelerating inflation.
Via
Talk Markets
What In Store For Retail ETFs In Big-Box Q1 Earnings?
↗
May 15, 2023
Overall, the retail sector is expected to report an earnings decline of 0.1% on 5.2% revenue growth.
Via
Talk Markets
S&P 500 Outlook: Watch Walmart, Target And Home Depot Earnings
↗
May 15, 2023
Markets are preparing for US retail sales data and earnings out from Home Depot, Walmart, and Target.
Via
Talk Markets
Retail Earnings Looming: What To Expect
↗
May 12, 2023
Walmart and Target are on deck to report quarterly results this week.
Via
Talk Markets
Semiconductors And Consumer Cyclical Stocks Lead Tuesday's Sell-Off; Stocks To Watch Wednesday
↗
April 26, 2023
The U.S. stock market closed on Tuesday at session lows, breaking through a short-term trading range to the downside.
Via
Benzinga
Bank Concerns Propel Liquidity Levels
↗
March 18, 2023
Monetary policy operates with long and variable lags and is likely to weigh further on consumer spending and economic activity later this year.
Via
Talk Markets
Q4 2022 U.S. Retail Scorecard - Thursday, March 16
↗
March 16, 2023
The Q4 2022 blended earnings growth estimate now stands at -21.5%.
Via
Talk Markets
This Retailer Generated Mouth-Watering Returns Amid 2022's Market Slump And Has Outperformed Apple, Meta, Nvidia And Walmart
↗
April 23, 2023
Footwear retailer Crocs, Inc. (NASDAQ: CROX) shares hit a new 52-week high during intraday trading on Friday before closing off the mark.
Via
Benzinga
Bullish And Bearish Plays On These 2 ETFs: CNBC's 'Final Call'
↗
April 17, 2023
U.S. stocks closed lower on Friday, with the Dow Jones dropping more than 140 points and the S&P 500 falling around 0.2%.
Via
Benzinga
Banking Vs. Recession
↗
April 14, 2023
Stocks are advancing, financials anticipated the good bank earnings today though market breadth is still poor.
Via
Talk Markets
Drought In Key Regions For Major U.S. Crops
↗
April 10, 2023
Wheat, corn, and oats are the major crops. Yet, the futures prices do not reflect these growing concerns.
Via
Talk Markets
3 Undervalued Consumer Stocks to Buy in April
↗
April 10, 2023
While the market has gotten off to a strong start in 2023, retail has struggled. That's left a number of undervalued consumer stocks.
Via
InvestorPlace
Inflationary Pressures Pick Up Steam
↗
March 04, 2023
Consumer sentiment is bouncing along low levels as financial conditions tighten and inflation persists.
Via
Talk Markets
The 3 Best Retail ETFs to Buy in April 2023
↗
April 10, 2023
These best retail ETFs will allow you to effectively ride the wave of retail resilience, leveraging diversification to navigate the market headwinds
Via
InvestorPlace
When Uncle Utilities (XLU) Shows Up Drunk
↗
April 04, 2023
Utilities, as a flight to safety, have been largely ignored. Higher interest rates are the main culprit.
Via
Talk Markets
The 23-Month Moving Average “Tell” For 1st Quarter
↗
March 29, 2023
Expansion can begin with tech and trickle down to other sectors. Or tech could just as easily reverse course in these skittish times.
Via
Talk Markets
How The ‘Inside Of The Stock Market’ Quashed The Soft Landing Narrative
↗
March 22, 2023
If you have been watching the “inside of the stock market” over the past six months or so, you’ve been able to see the increasingly popular “soft landing” narrative regarding the direction of the...
Via
Talk Markets
Nike's Momentum Confirmed In Earnings Report: Are Analysts Remaining Bullish?
↗
March 22, 2023
Nike Inc (NYSE: NKE) beat consensus estimates in the third-quarter, paying 79 cents per share on revenues of $12.4 billion. Nike Direct sales rose 17% year-over-year, while digital sales increased by...
Via
Benzinga
Where Is The Market Finding Joy?
↗
March 20, 2023
Perhaps SMH is telling us that whilst IWM holds the December lows, the market can still rally.
Via
Talk Markets
Go Green With These ETFs On St. Patrick's Day
↗
March 17, 2023
Here are five ETF picks for St. Patrick's Day.
Via
Talk Markets
Get Ready For The Consumer Price Index
↗
March 13, 2023
The price chart of silver shows it gapping above the 200-day moving average or green line.
Via
Talk Markets
Will The Market Internals Turn More Bearish?
↗
March 07, 2023
Jerome Powell brought reality to the market.
Via
Talk Markets
Retail And Regional Banks Will Call The Shots
↗
March 06, 2023
The 23-month moving average or a 2-year business cycle is particularly important this year after a big up then down year-looms large.
Via
Talk Markets
The Economic Modern Family Ready To Howl?
↗
March 05, 2023
As we ended the trading week, there were a few other “worms” that appeared in the market soil. They too seemed to awaken from hibernation as the indices’ prices rose. Are the components of the Economic...
Via
Talk Markets
Bullish Reversals
↗
March 02, 2023
Agricultural commodities have fallen a lot lately. Food supply and shortages remain a concern going into the spring and summer growing seasons.
Via
Talk Markets
Nasdaq New High/New Low Ratio And Risk
↗
February 28, 2023
While Nasdaq got oversold on a shorter-term timeframe, the longer-term bias remains intact as long as the 21-DMA is at or above 50%.
Via
Talk Markets
Century Aluminum Pops Up As Bullish
↗
February 27, 2023
Given the recent sell-off in aluminum, copper, and steel, industrial metals remain overall outperformers.
Via
Talk Markets
5 Most Heavily Shorted ETFs So Far This Year
↗
February 26, 2023
An increase in short interest often signals that investors have become more bearish and expect a fall in the price of an exchange-traded fund. Therefore, here is a closer look at some of the most...
Via
Talk Markets
No Landing - Sugar Coated Words For Stagflation?
↗
February 22, 2023
SPX failed the 23-month moving average or 2-year business cycle, which if clears, signals a softer landing. Yet, it held the pivotal 3900 ahead of the Fed, signaling a no landing.
Via
Talk Markets
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