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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
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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
Featured Quarterly Newsletter
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FINANCIAL SEL
(NY:
XLF
)
54.93
+0.16 (+0.29%)
Official Closing Price
Updated: 4:10 PM EST, Jan 2, 2026
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Leading And Lagging Sectors For November 21, 2024
↗
November 21, 2024
Via
Benzinga
Leading And Lagging Sectors For November 20, 2024
↗
November 20, 2024
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Leading And Lagging Sectors For November 19, 2024
↗
November 19, 2024
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Bulls Take It To The Bank
↗
November 18, 2024
Consumers are spending due to confidence, and they’re borrowing money to do so. This may be a good signal near-term, but eventually, it will become a problem.
Via
Talk Markets
Leading And Lagging Sectors For November 18, 2024
↗
November 18, 2024
Via
Benzinga
Post-Election Volatility: The Big Picture
↗
November 16, 2024
In this week's video, we'll review the latest charts, data, studies and scores to help us understand post election stock market volatility in the context of the big picture.
Via
Talk Markets
Leading And Lagging Sectors For November 15, 2024
↗
November 15, 2024
Via
Benzinga
Leading And Lagging Sectors For November 14, 2024
↗
November 14, 2024
Via
Benzinga
This Is What Wall Street Banks Are Hiding In The Post-Election Euphoria
↗
November 13, 2024
Here's why the Fed's own research could be showing hidden signs of financial black clouds on the horizon.
Via
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Topics
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Republicans Set To Hold Slim House Majority: What It Means For Energy, Financial, Defense Sectors
↗
November 13, 2024
Trump's win secures Republican control of the House and Senate, allowing for swift implementation of policy changes, potentially reshaping economic and energy sectors.
Via
Benzinga
Topics
Government
Leading And Lagging Sectors For November 13, 2024
↗
November 13, 2024
Via
Benzinga
SPDR ETF Report For Tuesday, Nov 12
↗
November 13, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Tuesday, November 12.
Via
Talk Markets
Topics
ETFs
Stocks Fall On Tariffs Fears, Dollar Hits 6-Month Peak, Yen Tumbles: What's Driving Markets Tuesday?
↗
November 12, 2024
Wall Street saw the first surge in risk aversion after Donald Trump's election victory last week, as concerns grew over potential tariffs and trade policy shifts spurred by the incoming...
Via
Benzinga
Topics
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World Trade
Communications, Financials Take Lead As Top Sector Performers
↗
November 12, 2024
Defensives are out, animal spirits are in… again. Or so the latest rotation among US equity sectors suggests, based on a set of ETFs.
Via
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Leading And Lagging Sectors For November 12, 2024
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November 12, 2024
Via
Benzinga
Why Trump's Win Has 2 Market Experts Betting On Small Caps, Financials
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November 11, 2024
Tom Lee of Fundstrat discusses trade ideas following Trump's victory. Fellow analyst Ryan Detrick agrees with Lee's picks, citing small-cap and cyclical stocks.
Via
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Topics
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Small Caps, Financials Rally As Bitcoin Blasts Past $85,000: What's Driving Markets Monday?
↗
November 11, 2024
The “Trump-related everything rally” reignited across markets on Monday, with heightened focus on last week's top performers like small caps, financials, Tesla Inc. (NASDAQ:TSLA), and cryptocurrencies,...
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Benzinga
Get Ready For Market Mania
↗
November 11, 2024
After last week’s presidential election and Fed rate cut, the public is paying attention to the stock market again.
Via
Talk Markets
Topics
Economy
Trump Trade Sparks Biggest Financial Stock Inflows In 2 Years
↗
November 11, 2024
Financial stocks rally after Trump's return to White House; investors expect deregulation and tax cuts. Goldman Sachs predicts top picks in sector.
Via
Benzinga
Topics
Government
Leading And Lagging Sectors For November 11, 2024
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November 11, 2024
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Sector ETFs: Major Provider Comparisons
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November 10, 2024
This article will focus on broad sector ETFs, especially homing in on sectors with the same name as the sectors of the Global Industry Classification Standard introduced by Standard and Poor’s jointly...
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Trump’s Return: Which Sectors Will Benefit Most?
November 09, 2024
A Trump presidency is reshaping the stock market, creating sector-specific opportunities and risks demanding careful evaluation for strategic investing.
Via
MarketBeat
Topics
Economy
Government
Stocks
The Bond Selloff Is The Real Threat To Post-Election Profits
↗
November 08, 2024
It’s clear the markets are absolutely euphoric that the election is over. Volatility has thrown in the towel; it’s been crushed.
Via
Talk Markets
S&P 500 Breaks 6,000 Points, Dow Soars Above 44,000, Small Caps Eye Strongest Week In 4 Years, Tesla Hits $1 Trillion: What's Driving Markets Friday?
↗
November 08, 2024
The S&P 500 index surged past the 6,000-point milestone, setting fresh record highs, and small-cap stocks are poised for their best weekly performance since April 2024 as investor optimism surrounding...
Via
Benzinga
Topics
Stocks
SPDR ETF Report For Thursday, Nov 7
↗
November 08, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Thursday, November 7.
Via
Talk Markets
Topics
ETFs
9 Stocks To Watch: Financial Sector Outshines Tech In 2024 As 'Trump Trade' Sparks M&A Optimism
↗
November 07, 2024
The Financial Select Sector SPDR Fund has surged 30% this year, outpacing the Technology Select Sector SPDR Fund.
Via
Benzinga
Nasdaq 100 Extends Record Levels Ahead Of Fed Meeting, Tesla Hits 26-Month Highs, Small Caps Stall: What's Driving Markets Thursday?
↗
November 07, 2024
After Wednesday’s “everything rally” spurred by the election results, investors took a less euphoric approach on Thursday ahead of the Federal Open Market Committee (FOMC) meeting. The Fed is widely...
Via
Benzinga
Topics
Economy
JP Morgan's Real Estate Arm Targets High-Demand Florida Market With $25.8M Acquisition
↗
November 07, 2024
JPMorgan acquires $25.8M logistics and storage portfolio in FL. Investment aligns with high-growth strategy, boosts portfolio.
Via
Benzinga
Palo Alto, Taiwan Semiconductor Manufacturing, Charter Communications And More On CNBC's 'Final Trades'
↗
November 07, 2024
Jason Snipe of Odyssey Capital Advisors said he likes Palo Alto Networks, which has a lot of momentum in their new go-to-market strategy.
Via
Benzinga
Top 3 Sectors Outperforming After Trump’s Victory
November 07, 2024
The market surged to record highs following Trump’s 2024 election win, with the energy sector, financial sector, and small-cap stocks outperforming.
Via
MarketBeat
Topics
ETFs
Government
World Trade
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