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home
about us
Investment Approach
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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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HEALTHCARE
(NY:
XLV
)
148.80
+2.19 (+1.49%)
Official Closing Price
Updated: 8:00 PM EDT, Apr 17, 2026
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Pfizer's Retail Traders Cheer Better-Than-Expected Q4 Even As Stock Dips: ‘Another Beat And Still Crazy Cheap'
↗
February 04, 2025
Under its restructuring program, Pfizer said it remains on track to deliver $4.5 billion in cost savings by the end of 2025.
Via
Stocktwits
Leading And Lagging Sectors For February 4, 2025
↗
February 04, 2025
Via
Benzinga
Can Biotech Stocks Survive The Precarious Macro?
↗
February 03, 2025
We were having a nice rally in January 2025 until the reality of tariffs hit on Friday which killed the momentum developing off the mid-January lows.
Via
Talk Markets
Topics
Stocks / Equities
World Trade
Communications Have More To Say
↗
February 03, 2025
Last week was certainly memorable, and it looks like this week is off to a similar start.
Via
Talk Markets
Topics
Stocks / Equities
Leading And Lagging Sectors For February 3, 2025
↗
February 03, 2025
Via
Benzinga
Trump's 25% Tariffs Could Slaughter Canada, Mexico Economies, Hit US Auto Industry, Analysts Warn
↗
January 31, 2025
Trade war between US, Canada, and Mexico could cause severe economic damage, raise prices, and disrupt supply chains in key industries.
Via
Benzinga
Topics
Government
World Trade
AbbVie Stock Nears 3-Month High on Q4 Beat As Immunology Growth Eases Humira Slump: Retail Mood Brightens
↗
January 31, 2025
The company raised its long-term sales outlook for Skyrizi and Rinvoq, now expecting combined revenue of about $24 billion in 2025.
Via
Stocktwits
Leading And Lagging Sectors For January 31, 2025
↗
January 31, 2025
Via
Benzinga
How We Can Trade On GDP
↗
January 30, 2025
What we got today, of course, was advance GPD, which is the earliest measure and also the most likely to provoke a reaction in stocks.
Via
Talk Markets
Topics
Commodities
Futures
Stocks / Equities
Leading And Lagging Sectors For January 30, 2025
↗
January 30, 2025
Via
Benzinga
Leading And Lagging Sectors For January 29, 2025
↗
January 29, 2025
Via
Benzinga
Does China AI Threaten US Tech Dominance?
↗
January 28, 2025
Anxiety about the competitive threat from Chinese artificial intelligence lab DeepSeek triggered a sharp selloff in US equities on Monday, with the worst of the decline centered in tech.
Via
Talk Markets
Topics
Artificial Intelligence
ETFs
Leading And Lagging Sectors For January 28, 2025
↗
January 28, 2025
Via
Benzinga
Biotech And Healthcare Stocks Poised For Gains Ahead
↗
January 27, 2025
The XLV bounced off the bottom this month up 4% to the $144 level led by biopharma and medtech.
Via
Talk Markets
Topics
ETFs
Stocks / Equities
Leading And Lagging Sectors For January 27, 2025
↗
January 27, 2025
Via
Benzinga
Moderna Retains Retail Support With European COVID-19 Vaccine Tender Win, Stock Hits 2-Week High
↗
January 24, 2025
The agreement, which spans up to four years, allows 17 participating countries access to Moderna’s vaccine in various formats.
Via
Stocktwits
Leading And Lagging Sectors For January 24, 2025
↗
January 24, 2025
Via
Benzinga
Elevance Health Stock Rises On Upbeat Q4 Revenue, Dividend Boost: Retail's Over The Moon
↗
January 23, 2025
The firm’s medical-loss ratio (MLR) rose to 92.4% due to Medicaid-related costs but was better than expected.
Via
Stocktwits
Leading And Lagging Sectors For January 23, 2025
↗
January 23, 2025
Via
Benzinga
J&J Stock Dips As 2025 Sales Guidance Misses Estimate, But Retail Mood Resilient
↗
January 22, 2025
During the earnings call, J&J highlighted several growth drivers, including its positioning for 5%-7% annual growth through 2030 and plans to increase its dividend annually.
Via
Stocktwits
Topics
Earnings
Leading And Lagging Sectors For January 22, 2025
↗
January 22, 2025
Via
Benzinga
Small Caps Soar, Apple Slips, Treasury Yields Fall On Trump Day 2: What's Driving Markets Tuesday?
↗
January 21, 2025
Wall Street saw a strong preference for small and mid-cap equities, with the Russell 2000 index leading the market as investors bet on more domestic-friendly policies following Donald Trump's...
Via
Benzinga
Topics
Government
Moderna Stock Jumps On $590M US Award For Bird Flu Vaccine Development, But Retail Doubts Longevity Under Trump
↗
January 21, 2025
In 2023, Moderna initiated a Phase 1/2 study to assess the safety and immunogenicity of its investigational bird flu vaccine, mRNA-1018, in healthy adults aged 18 and older.
Via
Stocktwits
Leading And Lagging Sectors For January 21, 2025
↗
January 21, 2025
Via
Benzinga
Leading And Lagging Sectors For January 20, 2025
↗
January 20, 2025
Via
Benzinga
ETFs In Focus Post UnitedHealth's Mixed Q4 Results
↗
January 18, 2025
UnitedHealth Group, the largest U.S. health insurer, reported mixed fourth-quarter 2024 results. Shares of the stock dropped nearly 6% on the day following the results. This put various ETFs in the...
Via
Talk Markets
Topics
ETFs
Stocks / Equities
Wall Street Roars Ahead Of Trump's Inauguration, Intel Rallies, Bitcoin Tops $105,000: What's Driving Markets Friday?
↗
January 17, 2025
Risk appetite surged on Wall Street at the end of the week, with investors ramping up stock purchases ahead of Monday's market closure for Martin Luther King Day, which is also when Donald Trump will...
Via
Benzinga
Topics
Government
Stocks Pause, Chipmakers Rise, Gold Hits 2-Month Highs: What's Driving Markets Thursday?
↗
January 16, 2025
Wall Street paused for a breather on Thursday, following Wednesday's big rally sparked by a softer-than-predicted December inflation report that fueled speculation on the Federal Reserve delivering...
Via
Benzinga
Topics
Economy
UnitedHealth's Q4 Revenue Miss Depresses Stock Price And Retail Sentiment Alike
↗
January 16, 2025
The company's full-year medical loss ratio, a key metric tracking the percentage of premiums paid out for medical expenses, rose to 85.5% from 83.2% in 2023.
Via
Stocktwits
Leading And Lagging Sectors For January 16, 2025
↗
January 16, 2025
Via
Benzinga
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