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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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INDUSTRIAL SEL
(NY:
XLI
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163.77
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Updated: 8:00 PM EDT, Apr 2, 2026
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Real Estate, Regional Bank Stocks Tank, Energy Cushions The Blow: March Inflation Rates Shake Up Sectors
↗
April 10, 2024
Inflation unexpectedly surges, shattering hopes for Fed rate cuts & sending stocks down. Core inflation also exceeded expectations. No sector escapes losses, with real estate hit hardest.
Via
Benzinga
Topics
Economy
1 Industrial Stock to Buy at a Discount
↗
April 10, 2024
Industrial stocks are on a tear lately, but this one is lagging far behind. Here's why -- and why you might want to buy it anyway.
Via
The Motley Fool
Profiting In Bull Or Bear Markets
↗
April 05, 2024
The market has been sending a strong message to investors. The bears refused to listen.
Via
Talk Markets
SPDR ETF Report For Thursday, April 4
↗
April 04, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day just ended, Thursday, April 4.
Via
Talk Markets
Topics
ETFs
S&P 500, Nasdaq 100 Eye Record Close As Magnificent 7 Rally, Bitcoin Rebounds: What's Driving Markets Thursday?
↗
April 04, 2024
US equities rallied on Thursday as investors expected slower labor market growth and potential rate cuts. AI-related stocks and major indices all saw gains.
Via
Benzinga
Topics
Stocks
3M Spun Off Its Health Division, Is It Still A Buy?
April 04, 2024
3M stock is still worth double-digit upside, the spinoff of its healthcare division could only boost more dividend payments and growth acquisitions
Via
MarketBeat
Topics
Artificial Intelligence
Economy
Will The S&P 500 Crash By 50%? How Gold Could Protect Your Portfolio
↗
April 03, 2024
A discussion on the current state and future outlook of the financial markets.
Via
Talk Markets
Topics
Stocks
Stocks Rebound As Dollar Eases, GE Aerospace Rallies, Oil Prices Top $86: What's Driving Markets Wednesday?
↗
April 03, 2024
Wall Street in the green on Wed as lower-than-expected ISM services PMI eased concerns about US economy overheating and Fed cutting rates.
Via
Benzinga
Topics
Economy
S&P 500's Q1 Standouts: Energy, Communication Sectors In The Lead — 10 Top-Performing Stocks
↗
April 02, 2024
First quarter of 2024 saw S&P 500 index surge by 9.94%, with energy and communication services sectors leading the pack. Top-performing stocks include MPC, VLO, TRGP, FANG, PSX, and META.
Via
Benzinga
Topics
Stocks
SPDR ETF Report For Monday, April 1
↗
April 02, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day just ended, Monday, April 1.
Via
Talk Markets
Topics
ETFs
This Sector Is Crushing the S&P 500 in 2024 (and It's Not Tech)
↗
March 30, 2024
Several sectors are participating in the market rally, which could give it more room to run.
Via
The Motley Fool
Topics
Stocks
Not AI Or Magnificent 7: Short-Seller Jim Chanos Warns Investors Are Missing 'Absolute Insane' Valuations Of These Stocks
↗
March 28, 2024
He pointed to Eaton Corporation trading at nearly 30 times its last twelve-month EBITDA and six times its revenue.
Via
Benzinga
Topics
Artificial Intelligence
Weekly Market Pulse: Rational Exuberance?
↗
March 25, 2024
There’s been a lot of talk about bubbles recently as the S&P 500 scales new heights.
Via
Talk Markets
Topics
Stocks
SPDR ETF Report For Friday, March 22
↗
March 23, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day just ended, Friday, March 22.
Via
Talk Markets
Topics
ETFs
Stocks Level Off, S&P 500 Nears Best Week Of 2024, NVIDIA Rallies For 11th Week, Bitcoin Sinks: What's Driving Markets Friday?
↗
March 22, 2024
Stocks slightly retreated during New York’s morning session on Friday, following another robust week of gains fueled by a dovish Federal Reserve meeting, which underscored Chair Jerome Powell‘s...
Via
Benzinga
Topics
Economy
Stocks
SPDR ETF Report For Thursday, March 21
↗
March 22, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day just ended, Thursday, March 21.
Via
Talk Markets
Topics
ETFs
3 Stocks That Are Causing a Feeding Frenzy in the Market
↗
March 21, 2024
Smart investors focus upon popular stocks to buy that are trading consistently at or above their average trading volume.
Via
InvestorPlace
Bulls Stampede On Fed's Dovish Signal, Nasdaq 100 Hits New Record High, DOJ Sues Apple: What's Driving Markets Thursday?
↗
March 21, 2024
Bulls are on fire in the aftermath of the Federal Reserve’s March policy meeting, igniting a rally in stocks across the board on Wall Street. The S&P 500 index surged above 5,250 points, continuing its...
Via
Benzinga
Topics
Economy
Lawsuit
3 Industrial Stocks Leading the Way in This ETF Breakout
March 21, 2024
Industrial stocks are leading the way higher this cycle, macroeconomic trends have been spotted by Wall Street as analysts keep boosting price targets
Via
MarketBeat
Topics
ETFs
Economy
SPDR ETF Report For Tuesday, March 19
↗
March 20, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day just ended, Tuesday, March 19.
Via
Talk Markets
Topics
ETFs
Stocks Soar On Tech Rally; Inflation Fuels Higher Yields, Bitcoin Drops Below $70,000: What's Driving Markets Tuesday?
↗
March 12, 2024
Wall Street gains on tech outperformance, but bonds, gold, and bitcoin fall after stronger-than-expected inflation report.
Via
Benzinga
Topics
Bonds
Economy
SPDR ETF Report For Monday, March 11
↗
March 12, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day just ended, Monday, March 11.
Via
Talk Markets
Topics
ETFs
Stocks Inch Lower Ahead Of Inflation Data, Gold Takes Breather, Bitcoin's Bull Run Persists: What's Driving Markets Monday?
↗
March 11, 2024
Wall Street opens week with slight dip as investors exercise caution ahead of February's inflation report. Gold pauses, Bitcoin hits $72,000.
Via
Benzinga
Topics
Economy
SPDR ETF Report For Thursday, March 7
↗
March 08, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day just ended, Thursday, March 7.
Via
Talk Markets
Topics
ETFs
S&P 500 Index Closes At Record Heights, Reaches Most Overbought Conditions Since January 2020
↗
March 07, 2024
S&P 500 index at 5,171 points, up 1% and hitting new highs. Week's rally is 17th in 19 weeks, with strong breadth and diverse sector performance.
Via
Benzinga
Topics
Stocks
SPDR ETF Report For Wednesday, March 6
↗
March 06, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day just ended, Wednesday, March 6.
Via
Talk Markets
Topics
ETFs
SPDR ETF Report For Tuesday, March 5
↗
March 06, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day just ended, Tuesday, March 5.
Via
Talk Markets
Topics
ETFs
Is It Time To Load Up On Small Caps?
↗
March 01, 2024
Small caps and mid caps both feature emerging breakouts from long-term consolidation patterns.
Via
Talk Markets
SPDR ETF Report For Thursday, February 29
↗
March 01, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day just ended, Thursday, February 29.
Via
Talk Markets
Topics
ETFs
SPDR ETF Report For Wednesday, February 28
↗
February 28, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day just ended, Wednesday, February 28.
Via
Talk Markets
Topics
ETFs
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