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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
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Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Terrible Twos
↗
April 09, 2025
Although every sector declined YTD in April, not all fell as much as the broader market.
Via
Talk Markets
Topics
Stocks / Equities
Leading And Lagging Sectors For April 9, 2025
↗
April 09, 2025
Via
Benzinga
Oil Prices Are Tanking—These 3 Plays Could Fuel Your Gains
April 09, 2025
Oil prices have fallen sharply, but long-term fundamentals remain solid. Discover why Exxon Mobil and Transocean could be smart buys during the dip.
Via
MarketBeat
Topics
Government
World Trade
Leading And Lagging Sectors For April 8, 2025
↗
April 08, 2025
Via
Benzinga
Wall Street Soars As Trump Teases Trade Deals, Magnificent 7 Add Over $500 Billion In Market Value
↗
April 08, 2025
U.S. stocks surge after Trump hints at trade progress, easing fears of disruption. S&P 500 up 3%, tech-heavy Nasdaq 100 outperforms. Semiconductors lead sector rally.
Via
Benzinga
Topics
Government
Stocks
SPDR ETF Report For Monday, April 7
↗
April 08, 2025
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Monday, April 7.
Via
Talk Markets
Topics
ETFs
Stocks / Equities
Leading And Lagging Sectors For April 7, 2025
↗
April 07, 2025
Via
Benzinga
Are We On The Cusp Of Another Global Crisis?
↗
April 05, 2025
In this week's video, we'll review the latest charts and data to help us answer the question, are we on the cusp of another global financial crisis?
Via
Talk Markets
Topics
ETFs
Stocks / Equities
Wall Street Massacre Rages On, Chipmakers Eye Worst Week Since Dot-Com Burst, Bonds Rally: What's Driving Markets Friday?
↗
April 04, 2025
Wall Street sees worst week for U.S. equities since March 2020 as selloff continues, fueled by fears of global trade war and inflation risks.
Via
Benzinga
Topics
Economy
World Trade
Nasdaq 100 Enters Bear Market, Dow In Correction Territory, Traders Await Fed Chair Powell's Remarks
↗
April 04, 2025
Dip-buying absent in early NY trading, Wall Street deep in red as trade war fears escalate despite strong jobs report. Investors on edge for hints from Fed Chair Powell.
Via
Benzinga
Topics
Economy
Stocks
World Trade
Q1 2025 Market Wrap: Energy Stocks Defy S&P 500 Downturn
↗
April 04, 2025
The first quarter of 2025 ended on a challenging note for the financial markets, as the S&P 500 posted a 4.6% decline, its first quarterly loss since Q3 2023.
Via
Talk Markets
Topics
Stocks
Stocks / Equities
Leading And Lagging Sectors For April 4, 2025
↗
April 04, 2025
Via
Benzinga
One-Two Punch For Oil Stocks: OPEC+ Output Hike Piles On Trump Tariff Fallout, Retail Sentiment Sours
↗
April 04, 2025
The producer group agreed to boost output by 411,000 barrels per day in May, compared to a 135,000 bpd hike expected earlier.
Via
Stocktwits
Topics
ETFs
Economy
Government
There Plenty Of Profit Opportunities Today - And I’ve Got Some
↗
April 03, 2025
We knew the markets probably weren’t going to respond well to the tariffs, but the breadth and depth of them provoked a virtual instant selloff in aftermarket trading yesterday.
Via
Talk Markets
Topics
ETFs
Stocks / Equities
World Trade
Leading And Lagging Sectors For April 3, 2025
↗
April 03, 2025
Via
Benzinga
Oil Dodges Trump Tariffs, But Energy Stocks Slip On Recession Fears: Retail Turns More Bearish
↗
April 03, 2025
Fitch Ratings said in a note that the tariffs are raising the dangers of an economic recession in much of the world.
Via
Stocktwits
Topics
ETFs
Economy
Government
Gen Z Keeps Swiping As Boomers Hit The Brakes - Chase Spending Data Shows Shifting Consumer Habits
↗
April 02, 2025
US consumer spending shows 2.4% growth in March, driven by Gen Z and Millennials. Essentials prioritized, discretionary spending slows.
Via
Benzinga
Leading And Lagging Sectors For April 2, 2025
↗
April 02, 2025
Via
Benzinga
Will 2025 Be the Year the Energy Sector Finally Breaks Out?
April 02, 2025
The energy sector ETF has been consolidating between $80 and $100 since mid-2022 and is nearing key resistance, which could confirm a multi-year breakout.
Via
MarketBeat
Topics
ETFs
Leading And Lagging Sectors For April 1, 2025
↗
April 01, 2025
Via
Benzinga
Energy Sector Stands Out As March’s Sole S&P 500 Industry Gainer, But Retail Traders Wary Of The Road Ahead
↗
April 01, 2025
According to analysts, investors had flocked to the sector based on a perceived safe-haven value.
Via
Stocktwits
Topics
Economy
Government
Stocks
GOP Senators Call Trump's 25% Canada Tariff A 'Huge Mistake' As Republican Opposition Grows, Markets Fear Economic Disruption
↗
April 01, 2025
Several Republican senators are poised to join Democrats in opposing President Donald Trump's proposed 25% tariffs on Canada.
Via
Benzinga
Topics
Government
World Trade
S&P 500 Just Had Its Worst Quarter vs. Global Stocks Since 1988: What's Driving The Rout
↗
March 31, 2025
The S&P 500 has recorded its largest quarterly underperformance against global markets in 37 years.
Via
Benzinga
Topics
Stocks
Bulls Have A Lot To Prove In Q2
↗
March 31, 2025
The energy sector has been running the table year-to-date. Interestingly, the price of crude oil hasn’t participated much in this rally with the energy sector.
Via
Talk Markets
Topics
Stocks / Equities
Stocks Fall, S&P 500 Eyes Worst Month In Almost Two Years, Oil Rallies: What's Driving Markets Monday?
↗
March 31, 2025
Risk sentiment remains under pressure at the start of the week on Wall Street, with tech-heavy indexes sliding while commodities advance, as traders fear a new wave of price pressures following the...
Via
Benzinga
Topics
Stocks
World Trade
ETF Update: Examining Stocks, Bitcoin, Commodities, Tesla And Surviving Volatile Markets
↗
March 31, 2025
A look at the globe's top billionaires and how they made their fortunes, which serves as a valuable investing lesson for all.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
ETFs
EQT Stock Sees 200% Jump In Retail Chatter After Price Target Hike At Morgan Stanley, Retail's Bullish
↗
March 31, 2025
Morgan Stanley analysts noted that despite the generally cautious investor sentiment on oil markets, the energy sector has had a strong start to 2025.
Via
Stocktwits
Topics
Earnings
Energy
Stocks: The Good, Bad, And The Ugly
↗
March 29, 2025
In this week's video, we'll review the latest charts and data to help us understand the good, the bad, and the ugly in the stock market.
Via
Talk Markets
Topics
Stocks / Equities
Leading And Lagging Sectors For March 28, 2025
↗
March 28, 2025
Via
Benzinga
Oil And Gas Executives Rebuke Trump's 'Drill, Baby, Drill' Agenda: 'We Want More Stability'
↗
March 27, 2025
Trump's 2024 presidential campaign focused on lowering prices, but now energy executives are frustrated with his chaotic tariff policy and lack of stability.
Via
Benzinga
Topics
Government
World Trade
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