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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
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
RSVP-Signup Form
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FINANCIAL SEL
(NY:
XLF
)
54.93
+0.16 (+0.29%)
Official Closing Price
Updated: 8:00 PM EST, Jan 2, 2026
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Leading And Lagging Sectors For January 29, 2025
↗
January 29, 2025
Via
Benzinga
Visa Stock Gains After Partnering With Musk’s X For Financial Services: Retail Cheers The Deal
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January 28, 2025
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Leading And Lagging Sectors For January 28, 2025
↗
January 28, 2025
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SPDR ETF Report For Monday, Jan 27
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January 28, 2025
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Monday, January 27.
Via
Talk Markets
Topics
ETFs
Stocks / Equities
Now, About That Bullish Correction
↗
January 21, 2025
The leadership we’re seeing continues to support the bullish outlook for stocks.
Via
Talk Markets
Topics
Stocks / Equities
Is It Time To Load Up On Small Caps, Banks, And Software Stocks?
↗
January 25, 2025
In this week's video, we'll review the latest charts and data to help us answer the question, is it time to load up on banks, small caps, midcaps, and the equal weight S&P500?
Via
Talk Markets
Topics
Stocks / Equities
American Express Stock Drops On Q4 Earnings Miss, But Retail Sentiment Hits Year High
↗
January 24, 2025
According to Koyfin data, its earnings narrowly missed Wall Street expectations, while quarterly revenue of $17.18 billion was in line with estimates.
Via
Stocktwits
Topics
Earnings
Leading And Lagging Sectors For January 24, 2025
↗
January 24, 2025
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Benzinga
Visa Invests In Nigeria's Moniepoint To Drive SME Growth And Digital Payments: Details
↗
January 23, 2025
Visa makes strategic investment in Moniepoint to drive financial inclusion and support SME growth in Africa.
Via
Benzinga
Leading And Lagging Sectors For January 23, 2025
↗
January 23, 2025
Via
Benzinga
SPDR ETF Report For Wednesday, Jan 22
↗
January 23, 2025
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Wednesday, January 22.
Via
Talk Markets
Topics
ETFs
Stocks / Equities
Leading And Lagging Sectors For January 22, 2025
↗
January 22, 2025
Via
Benzinga
SPDR ETF Report For Tuesday, Jan 21
↗
January 21, 2025
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Tuesday, January 21.
Via
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Topics
ETFs
Stocks / Equities
BlackRock Breaks Records: Why the Stock Still Has Room to Run
January 21, 2025
The world's largest asset manager BlackRock continued to grow the amount of cash investors entrust with it, breaking records. It is poised for more growth.
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Weekly Market Pulse: Tariffs Aren’t The Answer
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January 21, 2025
While the politicians haggle, most businesses and individuals sit and wait to see what the new rules will be rather than take action in anticipation of policies that never materialize
Via
Talk Markets
Topics
Bonds
Currencies/Forex
Stocks / Equities
Leading And Lagging Sectors For January 21, 2025
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January 21, 2025
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Leading And Lagging Sectors For January 20, 2025
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January 20, 2025
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2 ETFs That Went Up 30% or More in 2024: Will They Do It Again in 2025?
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January 20, 2025
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What Do Early Q4 Earnings Results Show?
↗
January 19, 2025
The banks and other Finance sector companies gave us a strong start to the Q4 earnings season.
Via
Talk Markets
Topics
Stocks / Equities
Market Minute: Inflation Dips, Bank Earnings Pop, Stocks Soar
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January 19, 2025
Investors are rejoicing after a second round of slightly cooler inflation figures. Stocks are surging, gold and silver are rallying, and interest rates and the dollar are dropping.
Via
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A New Short-Term Uptrend Finally Appeared
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January 18, 2025
Last week, the market finally experienced a new short-term uptrend. Stocks gapped up and rallied nicely, while the number of NYSE new 52-week lows dropped to harmless levels. Of course, there is always...
Via
Talk Markets
Topics
Bonds
ETFs
Stocks / Equities
Wall Street Rallies As Inflation Fears Recede, Banks Smash Earnings, Bitcoin Reclaims $100,000: This Week In The Markets
↗
January 17, 2025
A benign December inflation report was all it took to ignite another strong rally on Wall Street, with major indices delivering their best weekly performance since the post-election surge in early...
Via
Benzinga
Topics
Economy
'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
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Bank Stocks Are on Fire; Here’s Where the Action Is Smoking Hot
January 17, 2025
Bank stocks are on fire after Q4 results come in better-than-expected and compounded by strong guidance. These stocks will set new highs this year.
Via
MarketBeat
Trump Administration's Pro-Business Promises Boost 'Optimism' For Wells Fargo: Here's What CEO Charles Scharf Said
↗
January 17, 2025
Charles Scharf expressed optimism about Donald Trump's return to The White House, citing expectations of business-friendly policies.
Via
Benzinga
Topics
Government
Big Banks Continue To Beat Q4 Earnings As Financial ETF Takes A Breather
↗
January 16, 2025
Strong Q4 earnings from U.S. banks, including Morgan Stanley, Bank of America, U.S. Bancorp, First Horizon, and PNC Financial. Mixed stock reactions.
Via
Benzinga
Topics
ETFs
Leading And Lagging Sectors For January 16, 2025
↗
January 16, 2025
Via
Benzinga
Cathie Wood Says Inflation Worries Dampen Expectations, Schiff Singles Out Wall Street For Swallowing Narrative Even As Prices Soar
↗
January 16, 2025
Consumer sentiment faces renewed pressure as inflation expectations hit 3.3% for both short and long-term outlooks, despite December's core inflation showing signs of moderation at 3.2% year-over-year,...
Via
Benzinga
Topics
Economy
This Rally Is The Hallmark Of A Volatile Market
↗
January 15, 2025
Stocks are on fire. Enjoy it, but don’t get too comfortable. Rip-your-face-off rallies like this are a sign that the market is still really volatile.
Via
Talk Markets
Topics
Currencies/Forex
Futures
Stocks / Equities
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