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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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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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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
RSVP-Signup Form
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Energy Select Sector SPDR
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Updated: 8:00 PM EST, Jan 2, 2026
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Leading And Lagging Sectors For January 15, 2025
↗
January 15, 2025
Via
Benzinga
SPDR ETF Report For Tuesday, Jan 14
↗
January 15, 2025
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Tuesday, January 14.
Via
Talk Markets
Topics
ETFs
Stocks / Equities
2024 S&P U.S. Style Indices Rebalancing: Key Sector Shifts And Impacts
↗
January 14, 2025
The S&P U.S. Style Indices underwent their annual rebalancing in December 2024, leading to significant changes in sector exposures.
Via
Talk Markets
Topics
Stocks
Stocks / Equities
Stocks Fail To Rise Despite Benign Producer Inflation, 30-Year Treasury Yields Hit 5%, Ely Lilly Tumbles: What's Driving Markets Tuesday?
↗
January 14, 2025
A cooler-than-expected December producer inflation report failed to ignite lasting gains on Wall Street Tuesday, reflecting lingering concerns about persistently high inflation among investors.
Via
Benzinga
Topics
Economy
What PMI Data Says About the NFP Report: 3 Hidden Opportunities
January 14, 2025
The recent NFP jobs report shows a different reality than what this other important report suggests. Last time this happened, jobs were revised lower.
Via
MarketBeat
Topics
Bonds
ETFs
Economy
SPDR ETF Report For Monday, Jan 13
↗
January 14, 2025
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Monday, January 13.
Via
Talk Markets
Topics
ETFs
Stocks / Equities
Treasury Rates Continue To Rise As Inflation Swaps Break Out
↗
January 13, 2025
We continue to see rates increasing today, with the 10-year rate rising 2.5 basis points to 4.79% and the 30-year rate increasing two basis points to 4.97%.
Via
Talk Markets
Topics
Bonds
Commodities
Economy
We’re In A Bullish Correction
↗
January 13, 2025
Over the past month, we’ve seen two downtrodden sectors - energy and healthcare - emerge as leaders. But in the grand scheme of things, not much has changed when it comes to the bull market.
Via
Talk Markets
Topics
Stocks / Equities
Stocks Edge Down Ahead Of Key Inflation Reports, Crude Hits 5-Month High, Bitcoin Sinks: What's Driving Markets Monday?
↗
January 13, 2025
Traders adopted a cautious approach on Monday as they awaited two critical inflation reports due later this week, seeking clarity on Federal Reserve interest rate policy.
Via
Benzinga
Topics
Economy
Leading And Lagging Sectors For January 13, 2025
↗
January 13, 2025
Via
Benzinga
A Look At Dividend Kings
↗
January 12, 2025
In this video, we dive deep into 'Dividend Kings.' These are elite companies that have consistently increased their dividends for 50+ years.
Via
Talk Markets
Topics
ETFs
Stocks / Equities
Goldman Sachs Unveils 3 Massive Opportunities for 2025 Investors
January 12, 2025
Goldman Sachs released its 2025 macro outlook report, and it suggests three main areas of the market that investors should focus on today.
Via
MarketBeat
Topics
Bonds
ETFs
Economy
‘The End Is Close’ For Markets, 25% Crash Next
↗
January 11, 2025
With 2025 seemingly off to a rocky start, we dive into why the markets have responded negatively after good news hit the wires.
Via
Talk Markets
Topics
Bonds
ETFs
Futures
Is The Strong Labor Report A Game Changer?
↗
January 11, 2025
In this week's video, we'll review the latest charts and data to answer the question: What is driving the outlook for stocks—growth or inflation?
Via
Talk Markets
Topics
ETFs
Stocks / Equities
Oil Surges As US Unleashes Toughest Sanctions On Russia's Energy Sector
↗
January 10, 2025
The U.S. is set to impose tough sanctions on Russia's oil industry according to a leaked Treasury document, per Reuters. These sanctions are expected to disrupt Russian oil exports to India and China,...
Via
Benzinga
Dollar Soars To 27-Month Highs, 30-Year Yields Hit 5%, Stocks Tumble As Jobs Report, Oil Spike Darken Fed's Interest Rate Cut Hopes
↗
January 10, 2025
Strong jobs report fuels Fed hawkishness, spurs market fears. Unemployment drops, wages rise, rates may not be cut until 2025. Dollar and yields jump.
Via
Benzinga
Topics
Economy
Leading And Lagging Sectors For January 10, 2025
↗
January 10, 2025
Via
Benzinga
Chevron Kicks Off Whale Oil Production: Details
↗
January 09, 2025
Chevron starts oil production from Whale platform in deepwater Gulf of Mexico. Estimated peak production is 100,000 gross boe/d, with up to 15 wells in the first phase of development.
Via
Benzinga
How Energy Stocks Performed In 2024
↗
January 08, 2025
The energy sector delivered a modest total return of 5.6% in 2024, reflecting a year of moderate energy prices and uneven performance across its subsectors.
Via
Talk Markets
Topics
Stocks / Equities
Goldman Sachs Flags Weak Q4 Guidance For Exxon Amid Weak Upstream And Chemical Results
↗
January 08, 2025
Goldman Sachs analyst expresses views on Exxon Mobil's Q4 earnings expectations. The company projected impact on upstream earnings due to changes in oil and gas prices.
Via
Benzinga
Wall Street Mixed Ahead Of Fed Minutes, Dollar Bolsters Strength, Bitcoin Falls Below $95,000: What's Driving Markets Wednesday?
↗
January 08, 2025
Wall Street began Wednesday with muted trading, as investors braced for the release of the December Federal Open Market Committee meeting minutes.
Via
Benzinga
Topics
Economy
Oil Price Drop To Cut Exxon Mobil's Q4 Upstream Earnings By Up To $0.9 Billion: Details
↗
January 08, 2025
Exxon Mobil anticipates changes in oil and gas prices to impact Q4 earnings, signs agreement with Chart Industries and sues CA AG for defamation.
Via
Benzinga
Topics
Lawsuit
SPDR ETF Report For Tuesday, Jan 7
↗
January 08, 2025
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Tuesday, January 7.
Via
Talk Markets
Topics
ETFs
Stocks / Equities
Trump Vows To Power AI Boom With Expanded Oil Drilling: 'Need Double The Electricity At Least That We Have Right Now'
↗
January 07, 2025
Trump plans to accelerate AI innovation and increase energy production by expanding deregulation and overturning Biden's offshore drilling ban.
Via
Benzinga
Topics
Artificial Intelligence
Government
Stocks Sink As Bond Yields Soar, Nvidia Eyes Worst Day In 4 Months, Bitcoin Tumbles To $97,000: What's Driving Markets Tuesday?
↗
January 07, 2025
Tuesday began as a calm day on Wall Street, but markets swiftly turned negative after the Institute for Supply Management released data highlighting an unexpected surge in price pressures within the...
Via
Benzinga
Want More Passive Income in 2025? Consider This ETF and 2 Rock-Solid Dividend Stocks.
↗
January 07, 2025
Via
The Motley Fool
Topics
ETFs
Leading And Lagging Sectors For January 7, 2025
↗
January 07, 2025
Via
Benzinga
Energy’s Pop Is Likely A Bottom Signal
↗
January 06, 2025
For the second week in a row, energy was the top-performing sector in the S&P 500.
Via
Talk Markets
Topics
Stocks
Stocks / Equities
The Oil Price Outlook Is Good for Energy Companies
January 06, 2025
Energy stocks are set up to rally in 2025, supported by outperformance driven by rising oil prices and analysts' upgrades.
Via
MarketBeat
Leading And Lagging Sectors For January 6, 2025
↗
January 06, 2025
Via
Benzinga
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