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home
about us
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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
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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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
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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
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FINANCIAL SEL
(NY:
XLF
)
55.40
-0.22 (-0.40%)
Streaming Delayed Price
Updated: 11:15 AM EST, Dec 29, 2025
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Stocks Shrug Off Bank Fears, AMEX Jumps: What's Moving Markets Friday?
↗
October 17, 2025
Wall Street shrugged off credit concerns that battered bank stocks on Wednesday, with large-cap indices posting slight gains by midday trading in New York, setting up for a positive weekly close.
Via
Benzinga
Leading And Lagging Sectors For October 17, 2025
↗
October 17, 2025
Via
Benzinga
Regional Banks Suffer Worst Drop Since Trump's Tariff Shock: Are Credit Fears Back?
↗
October 16, 2025
Regional banks tumble after Zions discloses $60M in loan losses. KRE sees worst day since April 2025 Trump tariff shock.
Via
Benzinga
Topics
Government
World Trade
BlackRock Developing In-House Technology for Asset Tokenization: Larry Fink Says ‘We Need To Be Tokenizing All Assets’
↗
October 14, 2025
Via
Stocktwits
Goldman Sachs Makes $1B Play For Venture Capital Growth With Industry Ventures Deal Ahead Of Q3 Earnings
↗
October 14, 2025
Via
Stocktwits
Jamie Dimon Says ‘America Needs More Speed’ As JPMorgan Announces $1.5T Investment Plan For US Strategic Industries
↗
October 13, 2025
Via
Stocktwits
Jefferies, Zions, Western Alliance Stocks Hit By Credit Risk Concerns
↗
October 16, 2025
The recent developments come amid broader concerns about the quality of bank loan portfolios and the potential for more borrowers to default or misrepresent collateral.
Via
Stocktwits
Topics
Bankruptcy
Fraud
Supply Chain
Gold Hits $4,270, Bitcoin Plunges Below $110,000: What's Moving Markets Thursday?
↗
October 16, 2025
In an otherwise cautious session on Wall Street, gold and silver stole the spotlight once again, with both precious metals pushing to fresh record highs — gold touching $4,270 per ounce and silver...
Via
Benzinga
BlackRock Overhauls Money Market Fund To Serve As Stablecoin Reserve Asset
↗
October 16, 2025
The investment firm also said the fund will now include overnight repurchase agreements and shorter-term U.S. Treasuries, while removing agency securities.
Via
Stocktwits
Coinbase One Comes To Samsung Wallet In US, Expansion To Follow In Next Few Months
↗
October 03, 2025
Via
Stocktwits
Coinbase Wins Partial Dismissal In Shareholder Lawsuit: Report
↗
October 01, 2025
Via
Stocktwits
Leading And Lagging Sectors For October 15, 2025
↗
October 15, 2025
Via
Benzinga
S&P Global Partners With Chainlink To Deliver Stablecoin Assessments On-Chain
↗
October 14, 2025
The initiative will make S&P Global Ratings’ Stablecoin Stability Assessments available directly within decentralized finance (DeFi) protocols via Chainlink’s DataLink service.
Via
Stocktwits
Topics
ETFs
Government
Stocks
Leading And Lagging Sectors For October 14, 2025
↗
October 14, 2025
Via
Benzinga
JPMorgan Q3 Earnings On Deck: Retail Traders See Profit Beat, Eye Credit Trends Closely
↗
October 14, 2025
According to Fiscal.ai data, Wall Street expects America’s largest bank to post earnings of $4.86 per share for the quarter ended Sept. 30, on revenue of $45.42 billion.
Via
Stocktwits
Topics
ETFs
Economy
Government
Leading And Lagging Sectors For October 13, 2025
↗
October 13, 2025
Via
Benzinga
Leading And Lagging Sectors For October 10, 2025
↗
October 10, 2025
Via
Benzinga
Market Braces for Fed Rate Cuts Amidst "Reluctant Dove" Warnings
October 09, 2025
October 9, 2025 – Financial markets are currently signaling a near 100% probability of a Federal Reserve interest rate cut at the upcoming October 28-29 Federal Open Market Committee (FOMC) meeting....
Via
MarketMinute
Topics
Bonds
Economy
Leading And Lagging Sectors For October 9, 2025
↗
October 09, 2025
Via
Benzinga
Leading And Lagging Sectors For October 8, 2025
↗
October 08, 2025
Via
Benzinga
These Are the 3 Hottest Sectors for Q3 Earnings Growth
↗
October 07, 2025
The forecasts for Q3 earnings are on the rise, suggesting a strong reporting cycle. This is an examination of the top sectors for growth and outperformance
Via
MarketBeat
Topics
Artificial Intelligence
ETFs
Leading And Lagging Sectors For October 7, 2025
↗
October 07, 2025
Via
Benzinga
Mosaic, Financial Service Index On CNBC's 'Final Trades'
↗
October 07, 2025
On CNBC's "Halftime Report Final Trades," Virtus Investment Partners' Joseph Terranova picked The Mosaic Company as his final trade.
Via
Benzinga
Tesla And Amazon Just Became A Problem For The Entire Discretionary Sector
↗
October 06, 2025
The consumer discretionary sector is underperforming due to stock concentration in Tesla and Amazon, but smaller companies in the sector are quietly delivering steady gains.
Via
Benzinga
Leading And Lagging Sectors For October 6, 2025
↗
October 06, 2025
Via
Benzinga
Leading And Lagging Sectors For October 3, 2025
↗
October 03, 2025
Via
Benzinga
Leading And Lagging Sectors For October 2, 2025
↗
October 02, 2025
Via
Benzinga
ADP Jobs Shockwave: Treasuries Rally, Stocks Stumble Amid Mounting Rate Cut Bets
October 01, 2025
New York, NY – October 1, 2025 – The U.S. financial markets were jolted today by a significantly weaker-than-expected ADP National Employment Report for September, which revealed a contraction in...
Via
MarketMinute
Topics
Bonds
Economy
Stocks
Leading And Lagging Sectors For October 1, 2025
↗
October 01, 2025
Via
Benzinga
Leading And Lagging Sectors For September 30, 2025
↗
September 30, 2025
Via
Benzinga
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