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home
about us
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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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
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Schwab US Dividend Equity ETF
(NY:
SCHD
)
32.10
UNCHANGED
Streaming Delayed Price
Updated: 8:00 PM EDT, May 19, 2026
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What I'm Watching In This "And Then There Were None" Market
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July 27, 2024
This past week, NDX100 continued their retreat on modest capital flows while the troops resumed their rally. They lost -3.98%, while IWM gave up much of their early week gains to finish up 1.74%
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July 24, 2024
Build a diversified retirement portfolio that will prepare you for your golden years.
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BlackRock Sells $2.5B In Bonds To Help Fund Preqin Deal: Report
↗
July 17, 2024
BlackRock is selling $2.5B in bonds to fund its $3.2B acquisition of Preqin. The deal will expand its presence in private markets and follows a $12.5B deal in January.
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7 Dividend Stocks That Just Raised Their Payouts: July 2024
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July 17, 2024
Dividend stocks have a long history of outperforming non-dividend-paying stocks, but those that increase their payout do even better.
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BlackRock Q2 Earnings: ETF Boom, Record Inflows And Private Market Drive Growth
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July 15, 2024
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These 3 Dividend ETFs Are a Retiree's Best Friend
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July 10, 2024
If you are looking for ETFs that buy dividend-paying stocks, these are the three to consider first.
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4 High-Yield Dividend ETFs to Generate Passive Income
↗
July 10, 2024
These four exchange-traded funds provide attractive income potential based on your risk tolerance.
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1 ETF I Wouldn't Touch With a 10-Foot Pole
↗
July 10, 2024
As a dividend investor, I don't like WisdomTree U.S. Quality Dividend Growth Fund ETF. There's a better option worth considering.
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How $300 Per Month Can Create $42,000 in Annual Dividend Income
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July 07, 2024
It doesn't take an investing genius to build a portfolio that produces tens of thousands of dollars in dividends each year.
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7 Top-Rated Funds Combining Capital Preservation and Rich Payouts
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July 06, 2024
Explore top-rated income funds combining capital preservation and rich payouts, offering stability and income in uncertain economic times.
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SPDR ETF Report For Tuesday, July 2
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July 03, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Tuesday, July 2.
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SPDR ETF Report For Monday, July 1
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July 01, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Monday, July 1.
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Cash Flow Alert: 3 Stocks That Just Raised Their Dividends
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July 01, 2024
These dividend growth stocks all have a long history of double-digit dividend increases and just announced another.
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5 High-Yield Dividend ETFs to Buy to Generate Passive Income
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June 29, 2024
One of these ETFs sports a dividend yield topping 6%, while another's five-year average annual return tops 15%.
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The Best Dividend ETF to Invest $1,000 in Right Now
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June 29, 2024
If you are looking for dividend stocks with the market at all-time highs, this ETF offers a good mix of dividends and quality.
Via
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These 3 Dividend ETFs Are a Retiree's Best Friend
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June 28, 2024
This is when you need investment income the most. These picks will help optimize that current and future cash flow.
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Bosch Bid Hype Fades, But Analyst Sees Whirlpool's Potential
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June 27, 2024
Goldman Sachs rates Whirlpool stock a Buy with a $118 target. The stock pulled back after soaring higher yesterday amid news of Robert Bosch GmbH reportedly considering a bid for the company.
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Investing $100,000 in SCHD, VIG, or VYM: Which Is the Better ETF
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These are 3 of the most popular dividend ETFs.
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Home Appliances Giant Whirlpool Stock Is Soaring On Wednesday - Here's Why
↗
June 26, 2024
Bosch considering bid for Whirlpool Corp, with potential to enhance market position in white goods. Whirlpool undergoing restructuring.
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7 Dividend Stocks to Buy Now for Enhanced Returns
↗
June 26, 2024
These dividend stocks can round out a diversified portfolio - or anchor a value-based income investment strategy.
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SPDR ETF Report For Tuesday, June 25
↗
June 26, 2024
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ETFs
SPDR ETF Report For Monday, June 24
↗
June 25, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Monday, June 24.
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Topics
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China Sanctions Lockheed Martin Subsidiaries, Executives Over Taiwan Arms Sales: Report
↗
June 21, 2024
China has imposed sanctions on Lockheed Martin Corp. (NYSE: LMT) subsidiaries and senior executives, including Chairman James Donald Taiclet, in response to U.S. arms sales to Taiwan. The sanctions...
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SPDR ETF Report For Thursday, June 20
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June 21, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Thursday, June 20.
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Topics
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DOC, VZ, APAM: 6% Dividend-Yielding Bargains to Buy Now
↗
June 19, 2024
The average S&P 500 dividend stock yields just 1.3%. Each of these high-yield dividend stocks to buy pays more than 4x that.
Via
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SPDR ETF Report For Tuesday, June 18
↗
June 19, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Tuesday, June 18.
Via
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Topics
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Ford Plans Further Job Reductions in Germany, Spain, And UK: Report
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June 18, 2024
Ford Motor is reportedly set to reduce its workforce further in Germany, Spain, and the U.K. as it adapts to the new demands of electric vehicle production, with detailed plans expected by the end of...
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Are There Any Dividend Buys as the S&P 500 Rallies? Yes, and Here They Are.
↗
June 18, 2024
Income-focused investors still have some solid options even as the market continues to rally.
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SPDR ETF Report For Monday, June 17
↗
June 18, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Monday, June 17.
Via
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Topics
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What's Happening With Ford's Shares On Thursday?
↗
June 13, 2024
Ford Motor Co (NYSE: F) is facing a downturn in shares after announcing up to 1,600 job cuts at its Valencia, Spain plant, building on last year's reduction of 1,100 positions. This move is part of...
Via
Benzinga
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