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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
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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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UTILITIES SEL
(NY:
XLU
)
46.34
+0.23 (+0.50%)
Official Closing Price
Updated: 8:00 PM EDT, Apr 2, 2026
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The Trump Trade Is Back. There's Still Money To Be Made In These 3 Hot Sectors.
↗
November 26, 2024
The trick with Trump's trade policies is to look at the charts to find the sectors benefiting the most from shifting political tides.
Via
Investor's Business Daily
Topics
Government
Stocks Mixed Ahead Of Fed Minutes, Mexican Peso Tumbles To Over 2-Year Lows On Tariffs Fears: What's Driving Markets Tuesday?
↗
November 26, 2024
The U.S. stock market traded mixed on Tuesday morning, with major indices showing tight movements as investors awaited the release of the Federal Reserve's November meeting minutes.
Via
Benzinga
Topics
Economy
Leading And Lagging Sectors For November 26, 2024
↗
November 26, 2024
Via
Benzinga
This Inflationary Sector Bounce Won’t Last
↗
November 25, 2024
Over the past few weeks, we’ve seen a nice bounce in so-called “inflationary” sectors.
Via
Talk Markets
Topics
Stocks / Equities
Russell 2000, Dow, S&P 500 All Achieve Record Highs In Wall Street's Historic Day; Bitcoin, Gold Tumble: What's Driving Markets Monday?
↗
November 25, 2024
A mix of easing global geopolitical tensions, post-election bullish momentum and favorable seasonal trends propelled major U.S.
Via
Benzinga
Topics
Stocks
Leading And Lagging Sectors For November 25, 2024
↗
November 25, 2024
Via
Benzinga
1 Ultra-High-Yield Dividend Stock (I Just Bought) That You Can Buy and Hold for a Decade
↗
November 23, 2024
Via
The Motley Fool
Small Caps Rally, Gold Poised For Best Week Since March 2023, Bitcoin Tops $99,000: What's Driving Markets Friday?
↗
November 22, 2024
Risk appetite remained robust in the final trading session of the week, with all major U.S. indices poised to close the week in positive territory. Small-cap stocks outperformed their large-cap...
Via
Benzinga
Easing Into The Weekend
↗
November 22, 2024
After an eventful month and week, markets are looking to slide into the weekend on a quiet note as US equity futures are little changed on either side of the flatline.
Via
Talk Markets
Topics
ETFs
Leading And Lagging Sectors For November 22, 2024
↗
November 22, 2024
Via
Benzinga
Leading And Lagging Sectors For November 21, 2024
↗
November 21, 2024
Via
Benzinga
5 Dividend ETFs to Buy and Hold Forever
November 20, 2024
Dividend ETFs provide conservative investors with steady income, growth potential, and diversification, making them ideal for a buy-and-hold strategy.
Via
MarketBeat
Topics
ETFs
Leading And Lagging Sectors For November 20, 2024
↗
November 20, 2024
Via
Benzinga
Leading And Lagging Sectors For November 19, 2024
↗
November 19, 2024
Via
Benzinga
US Stocks Rebound, Tesla Rallies, Bitcoin Soars Above $92,000: What's Driving Markets Monday?
↗
November 18, 2024
Risk sentiment edged higher on Monday, rebounding after two consecutive losing sessions and the worst week for the U.S. stock market since early September, as pressures from dollar and Treasury yields...
Via
Benzinga
Leading And Lagging Sectors For November 18, 2024
↗
November 18, 2024
Via
Benzinga
The Ultimate High-Yield Utility Stock to Buy With $1,000 Right Now
↗
November 17, 2024
Via
The Motley Fool
Stocks Tumble As Traders Rethink Fed's Action, VIX Spikes 17%, Nasdaq Erases Back Post-Trump Gains: What's Driving Markets Friday?
↗
November 15, 2024
Risk aversion dominated Wall Street in the final session of the week, driving sharp losses across major indices.
Via
Benzinga
Topics
Economy
Stocks
Elliott Investment Management Adds To Southwest, Western Digital, Etsy, Match Group; Trims BILL Holdings, Seadrill, BlackLine, NRG Energy In Q3
↗
November 14, 2024
Elliott Investment Management was busy in the third quarter. According to a new 13-F filing with the SEC, the activist made several portfolio moves, with multiple new positions focused around travel...
Via
Benzinga
Topics
Regulatory Compliance
Trump Rally Fades As Investors Await Powell's Remarks, Bitcoin Drops Below $90,000: What's Driving Markets Thursday?
↗
November 14, 2024
Signs of a waning Trump-led rally emerged Thursday as investors assessed the economic outlook and awaited potential signals on the interest-rate path from the upcoming Fed Chair Jerome Powell‘s speech...
Via
Benzinga
Topics
Economy
Government
Stocks Edge Higher, Dollar Hits 1-Year Peak, Bitcoin Soars To $93,000: What's Driving Markets Wednesday?
↗
November 13, 2024
Wall Street rebounds on inflation report, with consumer discretionary and real estate sectors leading. Senator John Thune elected majority leader. U.S. dollar hits 1-year high.
Via
Benzinga
Topics
Economy
Leading And Lagging Sectors For November 13, 2024
↗
November 13, 2024
Via
Benzinga
Communications, Financials Take Lead As Top Sector Performers
↗
November 12, 2024
Defensives are out, animal spirits are in… again. Or so the latest rotation among US equity sectors suggests, based on a set of ETFs.
Via
Talk Markets
Leading And Lagging Sectors For November 12, 2024
↗
November 12, 2024
Via
Benzinga
Small Caps, Financials Rally As Bitcoin Blasts Past $85,000: What's Driving Markets Monday?
↗
November 11, 2024
The “Trump-related everything rally” reignited across markets on Monday, with heightened focus on last week's top performers like small caps, financials, Tesla Inc. (NASDAQ:TSLA), and cryptocurrencies,...
Via
Benzinga
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
Talk Markets
Topics
ETFs
S&P 500 Breaks 6,000 Points, Dow Soars Above 44,000, Small Caps Eye Strongest Week In 4 Years, Tesla Hits $1 Trillion: What's Driving Markets Friday?
↗
November 08, 2024
The S&P 500 index surged past the 6,000-point milestone, setting fresh record highs, and small-cap stocks are poised for their best weekly performance since April 2024 as investor optimism surrounding...
Via
Benzinga
Topics
Stocks
Risk-On Sentiment For US Stocks Accelerates
↗
November 07, 2024
The appetite for US equity risk has wobbled in recent months, but on the first trading day after Trump’s election victory, the bullish signaling revived on several fronts, based on numerous sets of ETF...
Via
Talk Markets
Topics
ETFs
Government
Duke Energy Q3 EPS Falls Short On Higher Costs And Storm Impacts, Reaffirms FY24 Outlook
↗
November 07, 2024
Duke Energy Corporation reported Q3 adjusted EPS of $1.62, missing consensus of $1.70. Revenues exceeded consensus. Storm-related costs impacted results.
Via
Benzinga
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