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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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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UTILITIES SEL
(NY:
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Updated: 8:00 PM EST, Jan 2, 2026
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Will The Election Bring A Stock Market Correction?
↗
October 26, 2024
In this week's video, we'll review the latest charts and data to help us answer the question - will the election bring a sharp correction in stocks?
Via
Talk Markets
Good Trading Is About To Get Better
↗
October 25, 2024
The S&P 500 and Dow are closing out the week with losses, despite a few up days here and there.
Via
Talk Markets
Topics
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NextEra Energy Poised For Strong EPS Growth With Renewable Expansion, Says Goldman Sachs Analyst
↗
October 25, 2024
Goldman Sachs analyst raises price target for NextEra Energy, Inc., citing strong demand for renewables and potential for earnings growth.
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This Sam Altman-Backed Nuclear Stock Just Doubled in a Week. Is It Too Late to Buy?
↗
October 24, 2024
Nuclear stocks are suddenly surging. Is this one a winner?
Via
The Motley Fool
Tech Stocks Rally As Investors Await Magnificent 7 Earnings; Dollar Eyes Fourth Straight Positive Week: What's Driving Markets Friday?
↗
October 25, 2024
Stocks are ending the week on a high note, with tech leading the charge as investors position ahead of next week’s pivotal earnings releases from five of the “Magnificent Seven” stocks.
Via
Benzinga
Utilities Outperform in 2024: 3 Stocks to Keep on Your Radar
October 22, 2024
The utility sector has surged YTD, fueled by rising electricity demand from AI infrastructure, renewed focus on nuclear energy, and interest rate cuts.
Via
MarketBeat
Topics
Artificial Intelligence
ETFs
Rates Are Going Lower
↗
October 21, 2024
There was a major reshuffling of sector performance rankings last week, and as always, the story is even bigger than what makes headlines.
Via
Talk Markets
2 No-Brainer High-Yield Utility Stocks to Buy Right Now for Less Than $200
↗
October 18, 2024
The average utility is yielding 2.7%; this duo is yielding well north of that figure and each sells for less than $200 a share.
Via
The Motley Fool
Chipmakers Rally, Nvidia Smashes Records On TSMC Blowout Earnings, Gold Hit All-Time Highs: What's Driving Market Thursday?
↗
October 17, 2024
A semiconductor rally pushed the S&P 500 to new all-time highs on Thursday, with strong earnings from Taiwan Semiconductor Manufacturing Co. Ltd.
Via
Benzinga
Tech Stocks Stall, Small Caps Surge As Regional Banks Rally, Airlines Rocket: What's Driving Markets Wednesday?
↗
October 16, 2024
Small-cap stocks outperformed large caps in Wednesday's session, with the Russell 2000 Index surging to test July 2024 highs on the back of expectations for interest rate cuts and a strong rally in...
Via
Benzinga
Welcome To The “Pain Trade” - Here’s What To Do About It
↗
October 14, 2024
The market is grinding higher, satisfying pretty much nobody. The bulls are left wanting more, whereas the bears who were short the market are forced to cover.
Via
Talk Markets
Tech’s Triumph Is Imminent
↗
October 14, 2024
We’re seeing capital flow into the right areas of the market now, which signals that the current rally has legs.
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
Fear Has The Markets Locked In A Tight Range
↗
October 11, 2024
The market has spent the better part of three weeks bouncing around in an incredibly tight range - we haven’t touched the expected move since September.
Via
Talk Markets
The Impacts Of The Hot CPI Report Have Yet To Be Felt
↗
October 10, 2024
The CPI report came in hotter than expected for the headline and core CPI metrics. CPI swap pricing did a good job of predicting the headline inflation rate.
Via
Talk Markets
Topics
Economy
Mixed Signals Persist For Risk-On Sentiment Outlook
↗
October 10, 2024
Investor sentiment has wobbled recently, but there’s still room for debate on whether the appetite for risk has peaked for this market cycle.
Via
Talk Markets
Stocks Dip As Inflation Slows Less Than Expected, Oil Prices Spike Due To Hurricane Disruptions, Middle East Tensions: What's Driving Markets Thursday?
↗
October 10, 2024
Major U.S. equity indices edged lower on Thursday following a hotter-than-expected Consumer Price Index (CPI) inflation report for September and as oil prices spiked, driven by fuel disruptions caused...
Via
Benzinga
Topics
Economy
Tech, Consumer Discretionary Stocks Fall, Utilities Sector Outperforms On Surprisingly High Inflation, Jobless Claims Data
↗
October 10, 2024
Hotter-than-expected inflation & jump in jobless claims weigh on stocks. Tech & consumer discretionary down, utilities up. Inflation dips but core rises.
Via
Benzinga
Topics
Economy
CPI Is About To Rock This “High Volatility, Tight Range” Market
↗
October 09, 2024
The market’s been sticking traders with a weird, and, sure, let’s call it frustrating, conundrum for the better part of three weeks now.
Via
Talk Markets
S&P 500 Hits New All-Time High Ahead Of Fed Minutes As Lower Oil Prices Offer Relief: What's Driving Markets Wednesday?
↗
October 09, 2024
The S&P 500 climbed 0.5% during morning trading in New York, reaching a new all-time high by surpassing the 5,770 level, previously touched in late September.
Via
Benzinga
Topics
Economy
Stocks
Stocks Rally As Oil Prices Tumble; Tech, Chipmakers Lead As Traders Focus On AI Winners Before Earnings Season: What's Driving Markets Tuesday?
↗
October 08, 2024
After starting the week with a negative session, U.S. markets rebounded on Tuesday, driven by falling oil prices, which helped alleviate concerns about a potential resurgence in inflation.
Via
Benzinga
Topics
Artificial Intelligence
Utilities Break As The S&P 500 Holds Its Range
↗
October 07, 2024
The S&P 500 has been drifting for a few weeks in a 100-point range that has yet to be broken. Even today, S&P 500 futures finished down 0.90% on light volume.
Via
Talk Markets
Topics
Stocks
Visualizing The S&P 500’s Domestic And Foreign Revenues
↗
October 07, 2024
While foreign revenues made up just 28% of the S&P 500’s revenues in 2023, some sectors are more exposed to foreign sales than others.
Via
Talk Markets
Topics
Stocks
Inflation Trade Goes 3/3
↗
October 07, 2024
The Fed is pouring gas on the coals of inflation. If enough embers remain, it could explode into a full-blown fireball.
Via
Talk Markets
Topics
Economy
Stocks Slip As Oil Prices Climb, 10-Year Yields Cross 4%; Energy Sector Outperforms: What's Driving Markets Monday?
↗
October 07, 2024
Wall Street started the week in the red, as traders weighed the economic and geopolitical fallout from escalating tensions in the Middle East.
Via
Benzinga
Strong Jobs Report Ignites Bond Yields; Two New Swing Positions
↗
October 05, 2024
In this video, I review the overall market and its leading industry groups. I also provide two new EOD swing setups in two slightly extended names.
Via
Talk Markets
Utility ETFs Scaling New Highs Amid Middle East Crisis
↗
October 05, 2024
Amid intensifying tensions in the Middle East, the utility sector, which has become investors' new hot spot this year, continued its solid rally.
Via
Talk Markets
Topics
ETFs
Another Inflationary Match Lit
↗
September 30, 2024
When people spend more, prices rise. Higher interest rates incentivize investment over consumption, but now we’re heading back into an environment where borrowing and spending is incentivized again.
Via
Talk Markets
Utilities Outpace S&P 500, Fueled By AI: These 2 Stocks Lead The Charge
↗
September 30, 2024
Utilities have long been a defensive play, but their artificial intelligence adoption has turned them into a growth story.
Via
Benzinga
Topics
Artificial Intelligence
Stocks
It’s Been A Slow Week… But Get Ready For Volatility (Helmets On!)
↗
September 27, 2024
It’s about to get wild in this market. If you know where to look you can see the signs of imminent volatility.
Via
Talk Markets
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