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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
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
MARKET RESEARCH
Featured Quarterly Newsletter
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INDUSTRIAL SEL
(NY:
XLI
)
161.93
+1.76 (+1.10%)
Official Closing Price
Updated: 8:00 PM EST, Jan 9, 2026
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Why Trump's Win Has 2 Market Experts Betting On Small Caps, Financials
↗
November 11, 2024
Tom Lee of Fundstrat discusses trade ideas following Trump's victory. Fellow analyst Ryan Detrick agrees with Lee's picks, citing small-cap and cyclical stocks.
Via
Benzinga
Topics
Government
Post-Election Manufacturing Boom: 3 Stocks Analysts Are Eyeing
November 11, 2024
New evidence, through price action and volume, supports the momentum and potential value in the industrial and manufacturing sector.
Via
MarketBeat
Topics
Economy
Leading And Lagging Sectors For November 11, 2024
↗
November 11, 2024
Via
Benzinga
Sector ETFs: Major Provider Comparisons
↗
November 10, 2024
This article will focus on broad sector ETFs, especially homing in on sectors with the same name as the sectors of the Global Industry Classification Standard introduced by Standard and Poor’s jointly...
Via
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ETFs
Trump’s Return: Which Sectors Will Benefit Most?
November 09, 2024
A Trump presidency is reshaping the stock market, creating sector-specific opportunities and risks demanding careful evaluation for strategic investing.
Via
MarketBeat
Topics
Economy
Government
Stocks
SPDR ETF Report For Thursday, Nov 7
↗
November 08, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Thursday, November 7.
Via
Talk Markets
Topics
ETFs
SPDR ETF Report For Wednesday, Nov 6
↗
November 07, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Wednesday, November 6.
Via
Talk Markets
Topics
ETFs
The Day After... 2016 Redux
↗
November 06, 2024
The underlying action in the stock market today looks remarkably similar to the action we saw on this same day in 2016.
Via
Talk Markets
How Did S&P 500 Sectors Perform During Trump's First Term? Could This Time Be Different?
↗
November 06, 2024
Trump's first presidential term (2016-2020) brought varied performance across S&P 500 sectors. Tech and consumer discretionary sectors led, while energy struggled. Solar stocks soared. Here's a look at...
Via
Benzinga
Topics
Government
Stocks
S&P 500, Dow Hit Record Highs After Trump Win; Fear Index Drops 20%
↗
November 06, 2024
Market surges to record highs after Trump's election, Republicans win Senate majority. Tech and small-caps up, VIX drops 22%.
Via
Benzinga
Topics
Government
Stocks
Tesla, GM, Norwegian Cruise Push Consumer Discretionary Ahead Of S&P 500 On Election Day
↗
November 06, 2024
Election Day saw strong gains in the Consumer Discretionary sector, with the XLY fund outpacing the S&P 500. GM, Tesla, and Norwegian Cruise Line drove the sector's performance, signaling optimism for...
Via
Benzinga
Topics
Stocks
Bright Future for Clean Hydrogen Stocks? Analysts Are Watching
November 04, 2024
Clean hydrogen firms offer a compelling technology but have so far failed to deliver for investors; these are some of the pros and cons of leading firms.
Via
MarketBeat
Topics
Economy
Key Market Indicators For November 2024
↗
October 29, 2024
Key market indicators for November 2024 present a complex but opportunity-filled environment for traders and investors.
Via
Talk Markets
SPDR ETF Report For Thursday, Oct 24
↗
October 25, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Thursday, October 24.
Via
Talk Markets
Topics
ETFs
Wall Street Slumps For Third Straight Day As Investor Sentiment Fades, Dollar Strength Resumes, Boeing Disappoints: What's Driving Markets Wednesday?
↗
October 23, 2024
Wall Street is on track for its third consecutive day of losses as investors grow cautious about risky assets, awaiting more clarity on U.S. fiscal and monetary policies and scrutinizing the latest...
Via
Benzinga
SPDR ETF Report For Monday, Oct 21
↗
October 22, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Monday, October 21.
Via
Talk Markets
Topics
ETFs
Stocks Fall, GM Eyes Best Day In A Year, Gold Breaks Records, Silver Hits 12-Year Highs: What's Driving Markets Tuesday?
↗
October 22, 2024
Wall Street traded lower for the second consecutive day on Tuesday, as investor sentiment turned cautious with the U.S. presidential election just two weeks away. Concerns over U.S. fiscal policies and...
Via
Benzinga
Election Risks Are Fading - Here’s What That Means
↗
October 18, 2024
The VIX, which had been mostly stuck above 20, is falling fast - 18 and heading south.
Via
Talk Markets
Topics
Stocks
SPDR ETF Report For Thursday, Oct 17
↗
October 18, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Thursday, October 17.
Via
Talk Markets
Topics
ETFs
United, Delta Fly High, Lift Industrial Stocks Beyond S&P 500 Gains
↗
October 17, 2024
Industrial stocks, led by United Airlines and Delta, have surged in the past month. XLI ETF outperformed S&P 500 with help from United's strong results.
Via
Benzinga
Topics
ETFs
Stocks
SPDR ETF Report For Tuesday, Oct 15
↗
October 16, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Tuesday, October 15.
Via
Talk Markets
Topics
ETFs
The Short-Term Downtrend Is Unclear
↗
October 13, 2024
The PMO Index showed a short-term momentum downtrend for most stocks, which started on Oct. 3. However, based on the charts, there is no way you could say that the market is currently in a short-term...
Via
Talk Markets
Markets: Are You Making Things Harder Than They Need To Be?
↗
October 12, 2024
In this week's video, we'll review the latest charts and studies to help us answer the question in the stock market
Via
Talk Markets
SPDR ETF Report For Monday, Oct 7
↗
October 08, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Monday, October 7.
Via
Talk Markets
Topics
ETFs
SPDR ETF Report For Friday, Oct 4
↗
October 05, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Friday, October 4.
Via
Talk Markets
Topics
ETFs
SPDR ETF Report For Thursday, Oct 3
↗
October 04, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Thursday, October 3.
Via
Talk Markets
Topics
ETFs
SPDR ETF Report For Monday, Sept 30
↗
October 01, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Monday, September 30.
Via
Talk Markets
Topics
ETFs
SPDR ETF Report For Thursday, Sept 26
↗
September 27, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Thursday, September 26.
Via
Talk Markets
Topics
ETFs
SPDR ETF Report For Monday, Sept 23
↗
September 24, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Monday, September 23.
Via
Talk Markets
Topics
ETFs
Much Complacency, SPY
↗
September 22, 2024
It‘s one more day of digesting not just the 50bp cut catching most off guard, but also about the rate cut path (full dot plot till end of 2025) ahead.
Via
Talk Markets
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