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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
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Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
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TAV Program
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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
RSVP-Signup Form
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iShares Russell 2000 ETF
(NY:
IWM
)
248.78
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Updated: 8:00 PM EDT, Mar 24, 2026
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US Stock Futures Inch Higher As Markets Await Jobs Data And Trade Deal News
↗
July 03, 2025
The monthly jobs report is expected to show non-farm payrolls gain of 110,000 for June compared to the 139,000 jobs added in the previous month.
Via
Stocktwits
Topics
ETFs
Economy
Government
S&P 500 Tops Record Highs, Bitcoin Rallies As Traders Raise Rate Cut Bets: What's Moving Markets Wednesday?
↗
July 02, 2025
U.S. stocks climbed on Wednesday, with the S&P 500 setting fresh record highs after a surprise decline in private payrolls boosted expectations of Federal Reserve rate cuts.
Via
Benzinga
Topics
Economy
Stocks
Hut 8 Joint Venture Lands Long-Term Capacity Deals For Four Ontario Plants: Retail’s Exuberant
↗
July 02, 2025
Beginning on May 1 next year, the contracts will guarantee steady income for four power stations situated in Iroquois Falls, Kingston, Kapuskasing, and North Bay.
Via
Stocktwits
Topics
Economy
Energy
Nasdaq Futures Climb After Tech-Led S&P 500 Pullback, ADP Jobs Report In Focus — Strategist Warns Of Potential H2 Dips
↗
July 02, 2025
The focus will likely be on ADP’s private payrolls data for June, which is widely expected to rebound to 100,000 compared to the 37,000 jobs added in May.
Via
Stocktwits
Topics
ETFs
Economy
Government
Market Monitor Trends and Breadth July 02 BMO
↗
July 02, 2025
Breadth Check: Market Still Holding Up — But the Momentum Is Looking a Bit Tired
Via
Chartmill
Palantir Stumbles, Solar Stocks Rally As Senate Approves Tax Bill: What's Moving Markets Tuesday?
↗
July 01, 2025
A mixed trading session took shape Tuesday on Wall Street, as investors rotated out of high-flying tech stocks and into lagging sectors.
Via
Benzinga
Bitcoin Miner MARA Sees 25% Drop In Output Due To Storms, But Retail Stays Bullish
↗
July 01, 2025
MARA’s decline in June bitcoin production was due to weather-related curtailments and equipment issues.
Via
Stocktwits
Market Monitor Trends and Breadth July 01 BMO
↗
July 01, 2025
Market Breadth Holds Strong as Quarter Ends With Momentum
Via
Chartmill
Nasdaq Futures Retreat After Strong Q2 Close — Strategists Feel Uptrend Still Has Legs Ahead Of Powell Speech, Jobs Report
↗
July 01, 2025
An economist said declining bond yields, cooling housing, and a slackening labor market give the Fed ample cover to pivot.
Via
Stocktwits
Topics
Bonds
ETFs
Economy
Trump's Tariff Clock Ticks, But 'TACO' Traders Aren't Losing Their Cool
↗
June 30, 2025
Trump's tariff threats have caused uncertainty, but ETF investors are staying calm for now. Nation-specific ETFs and safe havens are popular choices.
Via
Benzinga
Topics
ETFs
Government
World Trade
Wall Street Extends Record Highs, Dow Jones Hits 44,000: What's Driving Markets Monday?
↗
June 30, 2025
U.S. equities opened higher on the final trading day of the first half, with tech-heavy indexes extending record highs by midday trading in New York.
Via
Benzinga
Topics
Stocks
INmune Bio Stock Slumps After Alzheimer’s Drug Falls Short In Mid-Stage Trial
↗
June 30, 2025
The primary endpoint of the study was not met in the intent-to-treat population, the company said.
Via
Stocktwits
Market Monitor Trends and Breadth June 30 BMO
↗
June 30, 2025
Stocks Hold the Line, but Under the Surface? Mixed Signals Persist
Via
Chartmill
S&P 500 Poised To Extend Record Run In New Week As Traders Scramble To ‘Get Ahead’ Of Rate Cuts — Why This Analyst Calls For Bigger Gains Ahead
↗
June 29, 2025
fter a marathon weekend session, the Republican-controlled Senate passed the tax bill by a slender majority of 51-49 votes, with Trump hailing it as a “great victory.”
Via
Stocktwits
Topics
ETFs
Economy
Electric Vehicles
Wall Street Hits Record Highs, Nike Jumps 18%: What's Moving Markets Friday?
↗
June 27, 2025
Wall Street rallies as trade optimism and easing geopolitical risks boost stocks. Nike soars 18% on earnings, oil plunges and the dollar hits multi-year lows.
Via
Benzinga
How Are Retail Traders Positioned Toward BigBear.ai Stock? Overwhelming Majority Say They Are Bullish Despite Recent Volatility
↗
June 27, 2025
The company has experienced a surge in contracts, particularly for its defense and security-related offerings.
Via
Stocktwits
Topics
Artificial Intelligence
Economy
Market Monitor Trends and Breadth June 27
↗
June 27, 2025
Market Breadth Roars Back: Bulls Reclaim Control, But Will They Hold the Line?
Via
Chartmill
Dow Futures Climb As Markets Eye Fed’s Favorite Inflation Metric — Strategist Says S&P 500’s Momentum ‘Clearly Strong’
↗
June 26, 2025
Stocks closed Wednesday’s session solidly higher, thanks to signals from Washington that the July 9 tariff deadline may not be critical.
Via
Stocktwits
Topics
ETFs
Economy
Stocks
Stocks Rally To New Highs, Dollar Tumbles To 40-Month Lows: What's Driving Markets Thursday?
↗
June 26, 2025
Wall Street entered full rally mode on Thursday, with the Nasdaq 100 extending its record-setting climb and the S&P 500 approaching its February peak, as easing geopolitical fears and renewed hopes for...
Via
Benzinga
Topics
Economy
Altimmune Stock Plummets After Mixed Results In Liver Disease Trial: Retail Sees ‘Nothing Of Substance’ To Start A Position
↗
June 26, 2025
Up to 59.1% patients enrolled in the study achieved metabolic dysfunction-associated steatohepatitis resolution without worsening of fibrosis at 24 weeks, as compared to merely 19.1% for placebo.
Via
Stocktwits
https://meet.google.com/xyq-krpu-ekf
↗
June 26, 2025
Breadth Falters Again as Bulls Lose Steam After One-Day Comeback
Via
Chartmill
Dow Futures Flatline As Macro, Geopolitical Challenges Stifle Risk Appetite — But Strategist Says ‘New Highs’ Not Far Off
↗
June 26, 2025
Micron Technology’s artificial intelligence-powered third-quarter outperformance could be a welcome relief to traders who are left to contend with macro and geopolitical challenges.
Via
Stocktwits
Topics
Artificial Intelligence
ETFs
Economy
Tech Stocks Notch New Highs As Chipmakers Power The Rally: What's Driving Markets Wednesday?
↗
June 25, 2025
Tech stocks climbed to new highs early Wednesday, with the Nasdaq 100 briefly touching 22,329 points after the opening bell, surpassing its previous peak from February 19.
Via
Benzinga
AST SpaceMobile Cuts $225M In Debt With Stock Sale: Retail Rushes In To Buy The Dip
↗
June 25, 2025
AST SpaceMobile said the repurchase would wipe out approximately $63.8 million in future interest payments.
Via
Stocktwits
Market Monitor Trends BMO (SPY, QQQ, IWM) and Breadth June 25
↗
June 25, 2025
Breadth Bounces Back: The Rally Finds Broader Legs
Via
Chartmill
US Stock Futures Dip As S&P 500 Rally Stalls Near Highs — Analyst Urges Caution On Hot AI Stocks
↗
June 24, 2025
An unexpected drop in a key consumer confidence reading proved positive, as it raised rate cut odds, vindicating the stance of a couple of central bank officials, who have begun calling for a July rate...
Via
Stocktwits
Topics
Artificial Intelligence
ETFs
Economy
Tech Stocks Eye Record Highs, Crude Drops To $64 On Iran-Israel Truce: What's Driving Markets Tuesday?
↗
June 24, 2025
U.S.
Via
Benzinga
Gorilla Moves Deeper Into Southeast Asia With AI-Driven Thai Acquisition: Retail’s Optimistic
↗
June 24, 2025
Gorilla Technology will acquire Thai firms CNS and CANS, enhancing its AI-driven platform and expanding its reach across Southeast Asia’s growing edge AI and cybersecurity markets.
Via
Stocktwits
Topics
Artificial Intelligence
Market Monitor Trends BMO (SPY, QQQ, IWM) and Breadth June 24
↗
June 24, 2025
Market breadth bounces back, more stocks trading above key averages as bullish momentum builds after last week's chop.
Via
Chartmill
Digital Turbine Retail Chatter Spikes As Stock Plunges After Last Week’s Earnings Pop
↗
June 24, 2025
Following last week’s quarterly print, BofA analyst Omar Dessouky raised the price target for the stock to $4.50 from $1.50 but maintained an ‘Underperform’ rating.
Via
Stocktwits
Topics
Earnings
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