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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
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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
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FINANCIAL SEL
(NY:
XLF
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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 December 6, 2024
↗
December 06, 2024
Via
Benzinga
SPDR ETF Report For Thursday, Dec 5
↗
December 06, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Thursday, December 5.
Via
Talk Markets
Topics
ETFs
Leading And Lagging Sectors For December 5, 2024
↗
December 05, 2024
Via
Benzinga
This Market Tech, More Tech, Nothing But Tech Right Now
↗
December 04, 2024
Financials and energy are choking out. The advance/decline line of stocks going up vs. stocks going down is now decisively negative.
Via
Talk Markets
Topics
ETFs
Stocks / Equities
Leading And Lagging Sectors For December 4, 2024
↗
December 04, 2024
Via
Benzinga
Leading And Lagging Sectors For December 3, 2024
↗
December 03, 2024
Via
Benzinga
SPDR ETF Report For Monday, Dec 2
↗
December 03, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Monday, December 2.
Via
Talk Markets
Topics
ETFs
Stocks / Equities
Here’s The Final Warning For 2024
↗
December 02, 2024
Historically, December is a very bullish time for the markets - even more so in election years.
Via
Talk Markets
Topics
Stocks / Equities
The Odds Of A Real Estate Renaissance
↗
December 02, 2024
It truly is the most wonderful time of the year, not only because of the holiday spirit, but because of the sector leadership movements.
Via
Talk Markets
Topics
Stocks / Equities
Leading And Lagging Sectors For December 2, 2024
↗
December 02, 2024
Via
Benzinga
3 Growth Stocks That Won’t Slow Down in 2025
December 02, 2024
Many analysts are becoming more bullish about lower corporate taxes and lower interest rates; here are three stocks set to deliver solid returns in 2025.
Via
MarketBeat
Topics
Artificial Intelligence
Will Stocks Continue To Rhyme With 2016?
↗
December 01, 2024
The market’s path since the election has been slightly different than the 'Trump 1.0' economy from 2016, but as of right now, it’s holding the simple bullish pattern of an election range breakout.
Via
Talk Markets
Topics
Bonds
ETFs
Economy
Three Sector ETFs, Three Different Market Stories
↗
November 30, 2024
Assessing the performance of the most important sectors and asset classes relative to each other can help interpret what underlying market dynamics may be signaling about the future. Here is a look at...
Via
Talk Markets
Topics
ETFs
Is A Major Shift Taking Place In The Stock Market?
↗
November 30, 2024
In this week's video, we'll review the latest charts and data to help us answer the question, is a major shift taking place in the markets?
Via
Talk Markets
Topics
ETFs
Stocks / Equities
Leading And Lagging Sectors For November 29, 2024
↗
November 29, 2024
Via
Benzinga
The Impact Of Sector Performance Through The Years
↗
November 28, 2024
A closer look at how the distinct risk/return profiles of individual sectors may influence their performance during different market regimes.
Via
Talk Markets
Topics
Stocks / Equities
Leading And Lagging Sectors For November 28, 2024
↗
November 28, 2024
Via
Benzinga
Leading And Lagging Sectors For November 27, 2024
↗
November 27, 2024
Via
Benzinga
As The Market Churns
↗
November 26, 2024
Stocks managed to grind their way higher on the day, while rates and the dollar rebounded from yesterday’s declines.
Via
Talk Markets
Topics
ETFs
Stocks / Equities
The 3-3-3 Rule
↗
November 26, 2024
Donald Trump nominated seasoned hedge fund manager Scott Bessent as the next Treasury Secretary. While the Treasury Secretary has many responsibilities, debt management is one of the most important.
Via
Talk Markets
Topics
Bonds
Currencies/Forex
Government
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
Leading And Lagging Sectors For November 25, 2024
↗
November 25, 2024
Via
Benzinga
Donald Trump's Win Positive For Financials, Energy Sector As 'Pro-Growth Effects Will Outweigh Inflationary Pressures,' Says Analyst
↗
November 25, 2024
Donald Trump's win is positive for the financial and energy sectors as the "pro-growth effects of fiscal stimulus currently outweigh the inflationary risks in the near term" according to an...
Via
Benzinga
Topics
Government
Are Stocks Set Up For A Crash Landing?
↗
November 22, 2024
In this week's video, we'll review the latest charts and data to help us answer the question, are stocks set up for a crash landing?
Via
Talk Markets
Topics
ETFs
Stocks / Equities
Is Tech Losing Its Edge? Big Moves Coming Next Week
↗
November 22, 2024
This week, the S&P 500 has been hugging the upper edge of its expected move with precision, and next week’s $72 expected move in 3.5 trading days is aggressive for a holiday week.
Via
Talk Markets
Topics
Bonds
Futures
Stocks
Asset Class/Key ETF Performance Since Election Day 2024
↗
November 22, 2024
While it may feel like the stock market has gone gangbusters since the close on 11/5, the S&P 500 ETF is up just over 3%, while the mega-cap Tech-heavy Nasdaq 100 is up even less at 2.5%.
Via
Talk Markets
Topics
ETFs
Stocks
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
Leading And Lagging Sectors For November 22, 2024
↗
November 22, 2024
Via
Benzinga
Small Caps Rally, Alphabet Plummets, Bitcoin Flirts With $100,000: What's Driving Markets Thursday?
↗
November 21, 2024
Wall Street witnessed a positive momentum on Thursday as investor risk appetite remained resilient despite escalating geopolitical tensions in Europe.
Via
Benzinga
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