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home
about us
Investment Approach
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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
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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Client Information
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Back Dated Performance Reports
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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
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Investing During Uncertain Times
Read FULL Seminar Here
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iShares U.S. Financial Services ETF
(NY:
IYG
)
94.39
-1.19 (-1.25%)
Streaming Delayed Price
Updated: 1:53 PM EST, Jan 7, 2026
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What's Going On With JPMorgan Shares Today?
↗
April 12, 2024
JPMorgan Chase reported Q1 FY24 results with $42.5B net revenue, beating the consensus of $41.8B. CET1 capital ratio was 15.0% and net interest income increased by 11%.
Via
Benzinga
America's Credit Card Slump: Delinquencies Reach 12-Year High As Issuers Lower Credit Limits
↗
April 11, 2024
The Philadelphia Fed has been analyzing credit card data since 2012; the fourth quarter of last year was the worst for credit card companies.
Via
Benzinga
Topics
Credit Cards
Economy
Mastercard Revamps Structure for Growth, New Teams to Drive Core Payments and Services
↗
April 10, 2024
Mastercard Inc unveils strategic realignment to drive growth and enhance stakeholder value, with leadership transitions and organizational changes effective immediately.
Via
Benzinga
Visa Teams Up With Skipify 'To Enrich Consumer Experiences,' Shares Rise
↗
April 05, 2024
Visa (V) shares rise as partnership with Skipify aims to simplify and accelerate payment process, delivering convenience and security for consumers.
Via
Benzinga
Mastercard Boosts Rewards with New Brand Partnerships On The Back Of Upcoming Fee Hikes
↗
April 05, 2024
Mastercard unveils new credit card benefits in partnership with top brands to provide significant value in daily necessities and enriching experiences. Prior reports indicate potential fee increase for...
Via
Benzinga
Topics
Credit Cards
Mastercard Set to Increase Credit Card Fees, Adding Millions in Costs for Retailers After Visa Settlement
↗
April 04, 2024
Mastercard will increase network assessment fee to 0.14% from 0.13% on April 15, potentially adding $259.1 million in fees. Merchants criticize burden on them and plan to pursue trials against...
Via
Benzinga
Topics
Credit Cards
Chase Launches New Media Platform For Direct Consumer Connection: Details
↗
April 03, 2024
JPMorgan launches Chase Media Solutions, a new digital platform connecting brands with its 80 million customers through transaction data.
Via
Benzinga
Simplify Your Subscriptions: Visa's Subscription Manager Offers One-Stop Solution for Cardholders
↗
April 03, 2024
Visa launches new Subscription Manager service for cardholders to easily track and manage recurring payments.
Via
Benzinga
Visa Unveils New AI Fraud Prevention Tools to Safeguard Digital Payments
↗
March 27, 2024
Visa expands fraud prevention services with 3 new AI-powered solutions, part of its $10B investment in tech. Mastercard and PayPal also utilize AI.
Via
Benzinga
Topics
Artificial Intelligence
Fraud
Mastercard Targets Over a Billion Users in China - Joins with Alibaba's Ant Group Affiliate Alipay for Instant Cross-Border Payments
↗
March 19, 2024
Mastercard partners with Alipay for cross-border remittances, tapping into Alipay's billion users in China. Mastercard sees potential for growth.
Via
Benzinga
Market Correction Due: Stocks Are Running Out Of Reasons To Move Higher, Analyst Says
↗
February 12, 2024
Stocks running out of reasons to move higher, market correction imminent. Internal indicators signal sell, could take S&P 500 back to 4,600.
Via
Benzinga
Topics
Stocks
These 4 AI-Related Stocks Outside Magnificent 7 Are Already Outperforming In 2024
↗
February 12, 2024
Nvidia and Meta Platforms, top AI plays and members of Magnificent 7, lead S&P 500 this year. Other AI stocks like Palo Alto, Fortinet, and Juniper also show strong growth potential.
Via
Benzinga
Topics
Artificial Intelligence
Stocks
Is Tesla Still A Magnificent 7 Stock? EV Maker Could Get Bumped By These Companies
↗
February 09, 2024
Tesla, relegated from seventh to ninth on the mega-cap leaderboard, can give way to other companies that are more 'magnificent.'
Via
Benzinga
Baby Bust: Will Falling Global Birth Rates Drive Markets Lower?
↗
January 22, 2024
In the U.S., the birth rate is still growing, but at a much slower rate since the global financial crisis in 2008.
Via
Benzinga
4 Sectors Warren Buffett Loves: ETFs In Focus
↗
February 26, 2023
Billionaire investor Warren Buffett is known for his value investing style. Many want to mirror the legend’s investing strategy and emerge a winner.
Via
Talk Markets
Financial Sector May Rally 11% – 15% Higher Before End Of January 2022
↗
December 10, 2021
The financial sector is poised for a very strong rally into the end of 2021, and early 2022 as revenues and earnings for Q4:2021 should continue to drive an upward price trend.
Via
Talk Markets
Financial ETFs Scaling New Highs: Here's Why
↗
October 09, 2021
Expect rising rates to expand profits for banks, insurance companies, discount brokerage firms and asset managers. Here are 8 ETFs hitting new peaks.
Via
Talk Markets
5 Financial ETFs to Buy on Taper Talks
↗
August 20, 2021
While there are a number of ETFs in this corner of the market, here are five funds from different industries.
Via
Talk Markets
Solar and Steel Shining, Biotech Bounces, and Miners Moving
↗
April 27, 2021
Given it had traded in oversold territory for most of the past two months, TAN’s recent rally has not even been enough to bring the ETF back above its 50-DMA.
Via
Talk Markets
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