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home
about us
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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
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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
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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
RSVP-Signup Form
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iShares Russell 2000 ETF
(NY:
IWM
)
248.78
UNCHANGED
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Updated: 8:00 PM EDT, Mar 24, 2026
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Palantir, AI Stocks Extend Losses Ahead Fed Minutes: What's Moving Markets Wednesday?
↗
August 20, 2025
A second day of selling pressure hit technology stocks tied to the AI theme on Wednesday, as sentiment cooled after an MIT report questioned the broad profitability of the new technology.
Via
Benzinga
Topics
Artificial Intelligence
Economy
US Stock Futures Lower After Tech Wreck Dents Sentiment — Strategist Sees Market In Holding Pattern In Run Up To Powell’s Jackson Hole Speech
↗
August 20, 2025
Via
Stocktwits
Market Monitor Trends and Breadth August 20 BMO - Market Breadth Stumbles After Brief Recovery
↗
August 20, 2025
Breadth metrics softened again on August 19, reversing much of the prior session’s rebound. Participation remains uneven, though longer-term trend measures continue to hold steady, keeping the broader...
Via
Chartmill
Tech Stocks Drop, Palantir Plunges Over 8%: What's Moving Markets Tuesday?
↗
August 19, 2025
Tech stocks pulled back on Tuesday as the absence of fresh bullish catalysts prompted investors to take profits after the recent months-long rally.
Via
Benzinga
Newsmax Draws Retail Chatter Amid $67M Settlement With Dominion: Investors Extremely Bullish Ahead Of Earnings
↗
August 19, 2025
Via
Stocktwits
Nasdaq, S&P 500 Futures Slip Ahead Of Home Depot Earnings — Strategist Says Market’s Next Leg Hinges On Powell’s Jackson Hole Speech
↗
August 19, 2025
Via
Stocktwits
Topics
Stocks
Market Monitor Trends and Breadth August 19 BMO - Breadth steadies and leans higher after Friday’s wobble
↗
August 19, 2025
After Friday’s cooling, breadth improved modestly. Participation above key moving averages ticked up, weekly and multi‑month advance/decline composites strengthened, while new highs softened—suggesting...
Via
Chartmill
Stocks Muted Ahead Trump-Zelenskyy Meeting, First Solar Jumps: What's Moving Markets Monday?
↗
August 18, 2025
Investor risk sentiment paused at the start of the week, as markets awaited details expected to emerge later when President Donald Trump meets with Ukrainian President Volodymyr Zelenskyy and European...
Via
Benzinga
Topics
Government
This Data Center Stock Doubled In 2025, Quadrupled Over One Year, And Just Rocketed 17% Today: Do You Own It?
↗
August 18, 2025
Applied Digital has secured over 900 acres for its North Dakota data center project, which will have an initial capacity of 280 megawatts.
Via
Stocktwits
Topics
Artificial Intelligence
US Stock Futures Tread Water Ahead Of PPI Data — Strategist Warns Of 3 Looming Risks To Record Rally
↗
August 14, 2025
Via
Stocktwits
Legendary Investor Stanley Druckenmiller Made Huge AI And Chipmaker Bets In Q2 — Here's What He Knows That You Don't
↗
August 18, 2025
See Stanley Druckenmiller's Q2 13F filing. Duquesne adds Microsoft and big banks, cuts Coupang, and makes a bullish bet on the US market.
Via
Benzinga
Topics
Artificial Intelligence
Market Monitor Trends and Breadth August 18 BMO - Market Breadth Weakens Again After Brief Recovery
↗
August 17, 2025
After two strong sessions earlier this week, market breadth slipped back into negative territory, highlighting ongoing indecision and short-term volatility beneath the surface.
Via
Chartmill
Tariffs, Producer Prices, And Small-Cap ETFs: A Pressure Test For Margins
↗
August 16, 2025
PPI surges in July due to Trump's tariffs, impacting small caps more than large caps. Consider SPY, IJS, RZV and sector hedges like XLE for investing.
Via
Benzinga
Topics
Government
World Trade
UnitedHealth's Best Day Since 2008, Intel's Best Weekly Gain In Decades: What's Moving Markets Friday?
↗
August 15, 2025
Major tech-heavy indices edged lower from record highs by midday Friday in New York, as investors adopted a cautious stance ahead of the Trump-Putin meeting and after data showed a dip in consumer...
Via
Benzinga
Topics
Economy
Hedge Fund Manager Paul Tudor Jones Bets Big On Opendoor: Exits Disney, Broadcom, Chinese Equities—Trims Exposure To Bitcoin, Alphabet
↗
August 15, 2025
Billionaire hedge fund manager Paul Tudor Jones has made several notable portfolio moves during the second quarter of 2025.
Via
Benzinga
Dow Jones, S&P 500 Futures Edge Higher After Wholesale Inflation Data Dampens Wall Street Rally — Analysts Don’t Bet On A Smooth Fed Cut Ride
↗
August 15, 2025
Via
Stocktwits
Topics
Economy
Stocks
Market Monitor Trends and Breadth August 15 BMO - Breadth cools after two strong sessions
↗
August 15, 2025
After back‑to‑back broad advances on Aug 12–13, breadth flipped red on Aug 14 as 71% of issues declined. Despite the single‑day setback, the weekly and monthly composites remain firmly positive and...
Via
Chartmill
Elliott Management Bets Against S&P 500, Nasdaq 100, Nvidia Stock In Second Quarter
↗
August 14, 2025
Elliott Management places new bets against the market in the second quarter, while taking a new long position in Hewlett Packard Enterprise.
Via
Benzinga
Topics
Stocks
Stocks Slip, Bitcoin Plunges On Inflation Spike: What's Moving Markets Thursday?
↗
August 14, 2025
Wall Street struggled to extend record highs on Thursday, as investors opted to lock in profits and adopt a more cautious stance after U.S. producer inflation posted its largest increase in three...
Via
Benzinga
Topics
Economy
Market Monitor Trends and Breadth August 14 BMO - Broad Participation Carries Into a Second Day
↗
August 14, 2025
After Tuesday’s powerful upside breadth, Wednesday delivered follow‑through. Participation expanded across most time frames, more stocks reclaimed key moving averages, and new highs widened while new...
Via
Chartmill
Steady Inflation Brings SPY, VOO, Others In Focus As Markets Eye Next Catalyst
↗
August 13, 2025
The S&P 500 clinched new record highs as investors reacted to new inflation data and heightened expectations for an interest rate cut.
Via
Benzinga
Topics
Economy
Stocks
Small Caps Rally, AMD Hits 13-Month Highs: What's Moving Markets Wednesday?
↗
August 13, 2025
Tech-heavy indices were little moved on Wednesday, while small caps and blue chips surged as investors rotated into lagging names, signaling a broadening market rally.
Via
Benzinga
50 Bps Rate Cut Fever Grips Market; Small Caps Rocket; China's Foreign Inflows
↗
August 13, 2025
Via
Benzinga
Small Business Optimism Hits Highest Level In Months — Economist Says Next 6 Months Pivotal Amid Uncertain Economy
↗
August 13, 2025
The National Federation of Independent Business (NFIB) has reported a rise in small business optimism in July, despite concerns about tariffs and inflation.
Via
Benzinga
Topics
World Trade
Market Monitor Trends and Breadth August 13 BMO - Market Breadth Rebounds Strongly After Monday’s Weakness
↗
August 13, 2025
U.S. market breadth surged on August 12, 2025, reversing the broad weakness seen on August 11. Gains were supported by strong advancing volume, widespread participation across moving average measures,...
Via
Chartmill
S&P 500, Nasdaq Futures Dip Ahead Of Fed Speeches, More Earnings: Strategist Flags Key Stock Picks As Markets Climb ‘Wall Of Worry’
↗
August 13, 2025
Via
Stocktwits
Topics
Economy
Stocks
Nasdaq 100, S&P 500 Hit New All-Time Highs, Airlines Jump: What's Moving Markets Tuesday?
↗
August 12, 2025
Wall Street is in full rally mode after July’s inflation data eased fears that tariff-related cost pressures were widespread. The headline Consumer Price Index (CPI) came in below expectations, holding...
Via
Benzinga
Topics
Economy
Stocks
Market Monitor Trends and Breadth August 12 BMO - Market Breadth Weakens as Advance-Decline Ratios Slip Back into Negative Territory
↗
August 12, 2025
After showing resilience late last week, U.S. market breadth softened on August 11, with declining stocks outnumbering advancers and several short-term momentum indicators losing ground.
Via
Chartmill
US Stock Futures Jittery Despite US-China Trade Truce Extension: Strategist Says Tamer Inflation Print Key For Constructive Longer-Term Outlook
↗
August 11, 2025
Via
Stocktwits
Topics
Economy
Intel Jumps Ahead Of Trump Meeting, Bitcoin Tops 120,000: What's Moving Markets Monday?
↗
August 11, 2025
U.S. equities opened the week with little momentum as traders kept risk-taking in check ahead of a packed economic and geopolitical calendar.
Via
Benzinga
Topics
Government
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