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Read FULL Seminar Here
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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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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
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HEALTHCARE
(NY:
XLV
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154.74
+0.92 (+0.60%)
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Updated: 8:00 PM EST, Jan 30, 2026
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Leading And Lagging Sectors For December 31, 2024
↗
December 31, 2024
Via
Benzinga
Healthcare And Biotech Stocks Continue Their Slide
↗
December 30, 2024
Biotech shares continued their slide which began in early November and got no help from small caps which also sold off through December.
Via
Talk Markets
Topics
ETFs
Stocks / Equities
Leading And Lagging Sectors For December 30, 2024
↗
December 30, 2024
Via
Benzinga
The Bear Is Back And It’s Hungry
↗
December 27, 2024
We're seeing something that should get your attention - extreme correlations across sectors that we haven't witnessed in recent memory.
Via
Talk Markets
Topics
ETFs
Stocks / Equities
Leading And Lagging Sectors For December 27, 2024
↗
December 27, 2024
Via
Benzinga
S&P 500 Earnings Set to Shine: January's Critical Market Test
December 27, 2024
The analysts expect S&P 500 earnings growth to accelerate in Q4 and be led by the financials, including JPMorgan Chase & Company.
Via
MarketBeat
Topics
Economy
Stocks
Leading And Lagging Sectors For December 26, 2024
↗
December 26, 2024
Via
Benzinga
Leading And Lagging Sectors For December 25, 2024
↗
December 25, 2024
Via
Benzinga
UNH And The Dow: What's Driving Recent Weakness...And What Lies Ahead
↗
December 25, 2024
The Dow Jones Industrial Average just notched a nine-day losing streak, its longest since 1978. UnitedHealth Group Inc. (UNH), the second-largest component of the price-weighted index, drove the...
Via
Talk Markets
Topics
ETFs
Stocks
Stocks / Equities
Leading And Lagging Sectors For December 24, 2024
↗
December 24, 2024
Via
Benzinga
Are You Ready To Trade Biotech Stocks At The Cusp Of A Bear Market?
↗
December 23, 2024
It’s not a bear market for biotech yet it just feels that way because recent trends are down and healthcare stocks are not a stabilizing force.
Via
Talk Markets
Topics
ETFs
Stocks / Equities
Shifting Equity Sensitivities With S&P 500 Sectors
↗
December 23, 2024
ollowing the U.S. election, sector returns showed considerable divergence.
Via
Talk Markets
Topics
Stocks
Stocks / Equities
Leading And Lagging Sectors For December 23, 2024
↗
December 23, 2024
Via
Benzinga
Leading And Lagging Sectors For December 20, 2024
↗
December 20, 2024
Via
Benzinga
“Healthcare Left For Dead” Stock Market (And Sentiment Results)
↗
December 19, 2024
This afternoon felt like either a fund blew up or the margin clerks were taking a bunch of dumb over-leveraged money out to the woodshed to put them out of their misery.
Via
Talk Markets
Topics
Stocks / Equities
Leading And Lagging Sectors For December 19, 2024
↗
December 19, 2024
Via
Benzinga
Leading And Lagging Sectors For December 18, 2024
↗
December 18, 2024
Via
Benzinga
Leading And Lagging Sectors For December 17, 2024
↗
December 17, 2024
Via
Benzinga
Leading And Lagging Sectors For December 16, 2024
↗
December 16, 2024
Via
Benzinga
Wall Street Retreats As Treasuries Suffer Worst Week In Over A Year, Broadcom Soars, Bitcoin Rebounds: What's Driving Markets Friday?
↗
December 13, 2024
The U.S. stock market experienced subdued price action on Friday as investors adopted a cautious stance following disappointing inflation data earlier in the week and in anticipation of the Federal...
Via
Benzinga
Topics
Economy
Leading And Lagging Sectors For December 13, 2024
↗
December 13, 2024
Via
Benzinga
Stocks Slip On Hot Inflation Data, Adobe Tumbles, Natural Gas Hits 1-Year High: What's Driving Markets Thursday?
↗
December 12, 2024
Risk sentiment soured on Thursday following hotter-than-expected producer inflation data, which dampened optimism for aggressive interest rate cuts in 2025.
Via
Benzinga
Topics
Economy
Energy
Leading And Lagging Sectors For December 12, 2024
↗
December 12, 2024
Via
Benzinga
There’s A Big Divergence In The Market’s Mojo
↗
December 11, 2024
When the big indexes or usually correlated assets stop moving together, that’s divergence, and it usually means something’s happening.
Via
Talk Markets
Topics
ETFs
Futures
Stocks / Equities
Nasdaq 100 Rallies To Record Highs, Magnificent 7 Market Cap Tops $17 Trillion, Bitcoin Soars To $100,000: What's Driving Markets Wednesday?
↗
December 11, 2024
An inline November inflation report unleashed a surge of bullish momentum across markets on Wednesday.
Via
Benzinga
Topics
Economy
Leading And Lagging Sectors For December 11, 2024
↗
December 11, 2024
Via
Benzinga
Leading And Lagging Sectors For December 10, 2024
↗
December 10, 2024
Via
Benzinga
Leading And Lagging Sectors For December 9, 2024
↗
December 09, 2024
Via
Benzinga
Leading And Lagging Sectors For December 6, 2024
↗
December 06, 2024
Via
Benzinga
Leading And Lagging Sectors For December 4, 2024
↗
December 04, 2024
Via
Benzinga
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