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home
about us
Investment Approach
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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
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CME Group
(NQ:
CME
)
262.88
-3.75 (-1.41%)
Streaming Delayed Price
Updated: 11:55 AM EST, Jan 9, 2026
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All News about CME Group
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Economists See Recession Risk Waning, End Of Fed Rate Hikes: How Could Treasury ETFs React To Yields?
↗
October 16, 2023
Economists anticipate the 10-year Treasury yield to conclude this year at 4.47%, with a further drop to 4.16% by the end of June next year.
Via
Benzinga
Topics
ETFs
Economy
Peering Into CME Gr's Recent Short Interest
↗
October 16, 2023
Via
Benzinga
Should you consider CME GROUP INC (NASDAQ:CME) for quality investing?
↗
October 16, 2023
Should you consider CME GROUP INC (NASDAQ:CME) for quality investing?
Via
Chartmill
Top 2 Financial Stocks That May Collapse In Q4
↗
October 13, 2023
The most overbought stocks in the financial sector presents an opportunity to go short on these overvalued companies.
Via
Benzinga
Citigroup Maintains Buy Rating for CME Gr: Here's What You Need To Know
↗
October 12, 2023
Via
Benzinga
CSX To Rally Around 27%? Here Are 10 Other Analyst Forecasts For Wednesday
↗
October 11, 2023
Morgan Stanley cut Netflix, Inc. (NASDAQ: NFLX) price target from $450 to $430. Morgan Stanley analyst Benjamin Swinburne maintained an Equal-Weight rating. Netflix shares rose 0.8% to $375.51 in...
Via
Benzinga
Insights Into CME Gr's Performance Versus Peers In Capital Markets Sector
↗
October 09, 2023
Via
Benzinga
CME Group Inc. (NASDAQ: CME) Records 52-Week High Friday Morning
October 06, 2023
Via
Investor Brand Network
Israel-Hamas War Shakes Middle East, Inflation Reawakens, Oil Surges: The Week In The Markets
↗
October 13, 2023
Higher-than-expected inflation data this week caught markets off guard, and the Israel-Hamas conflict is sending the markets running to safer assets.
Via
Benzinga
Topics
Economy
Have Interest Rates Peaked? Why Bill Ackman Thinks Fed Rate Hikes Are Done
↗
October 11, 2023
Have interest rates peaked? Here's what one prominent expert thinks in terms of where rates could be headed.
Via
InvestorPlace
Topics
Economy
CME Group Scoring High With Aluminum Futures Contracts: Here's Details
↗
October 09, 2023
CME Group Inc (NASDAQ: CME) disclosed a higher volume growth for the sixth consecutive quarter (including September) on a continued strong surge in participation in its
Via
Benzinga
Here's How Much $1000 Invested In CME Gr 20 Years Ago Would Be Worth Today
↗
October 04, 2023
Via
Benzinga
The Latest Analyst Ratings for CME Gr
↗
October 04, 2023
Via
Benzinga
(CME) - Analyzing CME Gr's Short Interest
↗
September 22, 2023
Via
Benzinga
Meta, CME Lead Top Stocks Breaking Out With This Bullish Trait
↗
October 07, 2023
Meta Platforms cleared multiple buy signals Friday.
Via
Investor's Business Daily
2 Top Financial Services Stocks to Buy in October
↗
October 07, 2023
These finance companies have strong moats and are cash-generating machines.
Via
The Motley Fool
5 ETFs To Monitor When September Jobs Data Is Revealed On Friday
↗
October 05, 2023
Investors will scrutinize are the non-farm payrolls (NFPs), which serve as an indicator of the rate of new job creation during the month. Along with inflation, this holds significant sway over the...
Via
Benzinga
Topics
ETFs
Economy
Higher Rates, Lower Leverage: Growth Stocks To Struggle While AI Offers Hope, Goldman Sachs Analysts Say
↗
October 03, 2023
Discover how Goldman Sachs analysts analyze S&P 500 ROE in light of rising interest rates and the AI revolution. Consider these stock picks.
Via
Benzinga
Topics
Artificial Intelligence
Stocks
Why CME GROUP INC (NASDAQ:CME) Deserves Consideration as a Quality Investment.
↗
September 22, 2023
Is CME GROUP INC (NASDAQ:CME) a Strong Candidate for Quality Investing?
Via
Chartmill
If You Invested $1000 In This Stock 20 Years Ago, You Would Have $15,000 Today
↗
September 19, 2023
Via
Benzinga
The Latest Analyst Ratings for CME Gr
↗
September 06, 2023
Via
Benzinga
Steady Eddies: 3 Low Beta Stocks for Long-Haul Gains
↗
October 02, 2023
Low-beta stocks provide an avenue for investors looking for long-term growth accompanied by low volatility.
Via
InvestorPlace
CBOE's Potential Sale And Its Bright Spot In The Market Post-CEO Resignation: Analyst Highlights
↗
September 29, 2023
Piper Sandler analyst Patrick Moley reiterated the Overweight rating on Cboe Global Markets, Inc. (BATS: CBOE),
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For September 6, 2023
↗
September 06, 2023
Via
Benzinga
Exploring NASDAQ:CME's quality characteristics.
↗
September 01, 2023
Why CME GROUP INC (NASDAQ:CME) should be investigated by quality investors.
Via
Chartmill
Here's How Much You Would Have Made Owning CME Gr Stock In The Last 20 Years
↗
August 30, 2023
Via
Benzinga
A Look Into CME Gr Inc's Price Over Earnings
↗
August 23, 2023
Via
Benzinga
Constellation Brands To Rally Over 16%? Here Are 10 Other Analyst Forecasts For Wednesday
↗
September 06, 2023
TD Cowen raised the price target for Constellation Brands, Inc. (NYSE: STZ) from $240 to $300. TD Cowen analyst Vivien Azer upgraded the stock from Market Perform to Outperform. Constellation Brands...
Via
Benzinga
Manchester United, Trip.com Group And Other Big Stocks Moving Lower In Tuesday's Pre-Market Session
↗
September 05, 2023
U.S. stock futures traded higher this morning on Tuesday. Here are some big stocks recording losses in today’s pre-market trading session.
Via
Benzinga
TJX, ON Semiconductor And 2 Other Stocks Insiders Are Selling
↗
August 22, 2023
The Nasdaq 100 closed sharply higher on Monday. Investors, meanwhile, focused on some notable insider trades.
Via
Benzinga
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