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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
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
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
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UTILITIES SEL
(NY:
XLU
)
42.91
+0.21 (+0.49%)
Official Closing Price
Updated: 8:00 PM EST, Jan 6, 2026
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SPDR ETF Report For Monday, July 29
↗
July 30, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Monday, July 29.
Via
Talk Markets
Topics
ETFs
SPDR ETF Report For Friday, July 26
↗
July 27, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Friday, July 26.
Via
Talk Markets
Topics
ETFs
Surprise Q2 GDP Growth, Inflation Eases — 'Economy Is Much Stronger Than People Realize': 7 ETFs On The Move
↗
July 25, 2024
The US economy grew 2.8% in Q2, surpassing estimates and easing inflation pressures. Market expects Fed rate cuts, ETFs on the move.
Via
Benzinga
Topics
ETFs
Economy
Lockheed Martin, TE Connectivity And More: CNBC's 'Final Trades'
↗
July 25, 2024
Lockheed Martin shares gained 2.8% to close at $515.20 on Wednesday. Analysts also take a look at TE Connectivity on CNBC's "Final Trades."
Via
Benzinga
Three Indexes In Trouble
↗
July 09, 2024
Although most index charts are just straight-up bottle rockets, here are three oddballs that are looking in serious trouble.
Via
Talk Markets
Wall Street Enjoys Late-Week Rally On Benign Inflation Data, Dow Jones Eyes Best Session Of 2024, Tech Unwinding Stalls: What's Driving Markets Friday?
↗
July 26, 2024
After a turbulent week in the markets, the bulls reclaimed dominance on Wall Street during Friday’s session, with indices and sectors trading in positive territory as investors welcomed the latest...
Via
Benzinga
Topics
Economy
Stocks
Utilities Stocks Are Powering Up: XLU on the Verge of a Breakout
July 24, 2024
The Utilities Select Sector SPDR Fund (NYSE: XLU) is up nearly 12% YTD, consolidating in a bullish wedge just under 3% from its 52-week high.
Via
MarketBeat
Stocks Rebound As US Economy Flexes Muscles, Small Caps Rally, Gold Falls: What's Driving Markets Thursday?
↗
July 25, 2024
Wall Street strongly rebounded Thursday after Wednesday’s slump, driven by stronger-than-expected economic growth in the last quarter, countering concerns of a slowdown.
Via
Benzinga
Topics
Economy
The Ultimate Dividend Growth Stock to Buy With $500 Right Now (and It Isn't NextEra Energy)
↗
July 22, 2024
Most dividend growth investors know how attractive NextEra Energy is, but have you ever heard of WEC Energy? If not, you'll want to.
Via
The Motley Fool
Forget NextEra Energy: Buy This Magnificent High-Yield Stock Instead.
↗
July 20, 2024
NextEra Energy had a great first half and has a rapidly growing dividend. But WEC Energy is offering a better mix of yield and growth today.
Via
The Motley Fool
US Stocks Tumble, Magnificent 7 Wipe Out $570 Billion As Mega-Tech Earnings Disappoint, VIX Spikes: What's Driving Markets Wednesday?
↗
July 24, 2024
Wall Street experienced a turbulent session on Wednesday, with the S&P 500 index heading toward its worst performance in over a year and the tech-focused Nasdaq 100 eyeing its fifth decline in the last...
Via
Benzinga
Topics
Stocks
Are Stocks Rolling Over In A Risk-Off Manner?
↗
July 20, 2024
In this week's video, we'll review the latest charts to help us answer the question - are we looking at a bare Market, a correction, a pullback healthy rotation, or higher highs on the way?
Via
Talk Markets
Ranked: The Largest Sector ETFs, By AUM
↗
July 16, 2024
Invesco’s QQQ is the largest tech-focused ETF with nearly $300 billion in assets.
Via
Talk Markets
Topics
ETFs
Dow Rallies To All-Time Highs, Small Caps Outperform Tech, Gold Hits Records On Heightened September Rate Cut Bets: What's Driving Markets Tuesday?
↗
July 16, 2024
Wall Street continues to experience a series of memorable days, with the bulls riding the rally with increasing confidence, certain that the Federal Reserve will begin cutting interest rates in...
Via
Benzinga
Topics
Economy
Stocks
This Utility Stock Beat the S&P 500 in the First Half of 2024. Is It Still a Buy?
↗
July 16, 2024
NextEra Energy had a big first half, beating the broader S&P 500. But there are some things to understand before you buy it.
Via
The Motley Fool
Topics
Stocks
S&P 500 Prints New Record Highs Ahead Of Powell Speech; Russell 2000 Rally Continues, Trump Stocks Spike: What's Driving Markets Monday?
↗
July 15, 2024
The U.S. stock market, represented by the index of the 500 largest companies by market capitalization, jumped to new all-time highs at the start of the week, as investors eagerly await Fed Chair Jerome...
Via
Benzinga
Topics
Economy
Government
Stocks
Tech Just Scared Traders Into Safety - Here’s What To Do
↗
July 11, 2024
Markets go up and down every day. Sometimes that’s not really significant - just the ebb and flow of capital. On other days, though, there’s a real shift in key sectors.
Via
Talk Markets
Stocks Are Breaking Down Beneath The Surface
↗
July 09, 2024
Stocks and sectors are showing real signs of weakness despite the headline indexes going higher.
Via
Talk Markets
Stock Markets Keep Hitting Record Highs: What's Driving The Action?
↗
July 09, 2024
Stock markets continue to reach record highs, driven by financial, consumer discretionary, and utilities sectors.
Via
Benzinga
S&P 500 Hits Record Highs, Eyes 6th Straight Gain As Powell Keeps Bears At Bay; Tesla Targets 10th Consecutive Win, Bank Stocks Rally: What's Driving Markets Tuesday?
↗
July 09, 2024
The S&P 500 index climbed to new all-time highs, rising 0.3% during Tuesday’s session, aiming for a potential sixth consecutive positive close and remaining resilient after Fed Chair Jerome Powell‘s...
Via
Benzinga
Topics
Economy
Stocks
Trump's Deregulation Agenda: Oil & Gas, Defense, And Finance Stocks May Benefit From Loose Rules, Goldman Sachs Says
↗
July 09, 2024
Goldman Sachs predicts a Trump win would lead to deregulation in energy, utilities, financials, healthcare, industrials, materials, and telecom sectors, while consumer discretionary, staples, tech, and...
Via
Benzinga
Topics
Government
Stocks Hold Steady, Small Caps Rise, French Equities Slip After Surprise Win By Left-Wing Bloc: What's Driving Markets Monday?
↗
July 08, 2024
U.S. stocks started the week on a neutral note, with the S&P 500 and Nasdaq 100 indices hovering around the flatline by midday trading in New York. This comes after both indices reached fresh record...
Via
Benzinga
Summer Index Review
↗
July 07, 2024
We have not had a sell off on the Nasdaq of any meaning for 3 months, as you can see on this chart this is the last little tumble that lasted more than a couple of minutes and it's been Off to the...
Via
Talk Markets
5 ETF Predictions For The Second Half Of 2024
↗
July 05, 2024
Wall Street wrapped up a blockbuster first half of 2024. Investors seeking to make the most of the next leg in the AI industrial revolution should consider utility ETFs.
Via
Talk Markets
Topics
Artificial Intelligence
ETFs
The Best Of Times, The Worst Of Times
↗
July 02, 2024
For the S&P 500 and all ten sectors, there are some pretty wide divergences, most notably for Materials, Industrials, and Consumer Staples where the swings range from a median gain of at least 1% to a...
Via
Talk Markets
Topics
Stocks
Top Performing Industry ETFs In June: Software Leads Returns, Chipmakers Attract Most Inflows
↗
July 01, 2024
June saw gains in the U.S. stock market, with tech and biotech leading the way. Semiconductor ETFs saw strong inflows, while utilities lagged.
Via
Benzinga
Topics
ETFs
Stocks Inch Up, Bonds Dip; Tesla And EVs Rally; Oil Tops $83: What's Driving Markets Monday?
↗
July 01, 2024
It’s a mixed start to the week on Wall Street, with major large-cap indices slightly above the break-even point by midday trading in New York.
Via
Benzinga
Who Wins, Who Loses? Biden and Trump Propose Very Different Tax Policies
↗
June 28, 2024
Biden and Trump have different tax policies for the American people. Trump's tax cuts for the wealthy would stay, while Biden plans to raise taxes.
Via
Benzinga
Topics
Government
Wall Street Falters Despite Drops In Fed's Favorite Inflation Rate; Energy Stocks, Yields Rise On Trump's Debate Performance: What's Driving Markets Friday?
↗
June 28, 2024
Wall Street experienced a lackluster session during midday trading in New York, with major indices inching slightly lower despite the arrival of positive inflation data.
Via
Benzinga
Topics
Economy
Government
Utility Stocks Outperform: 2 Standouts Deliver Impressive Returns In 2024
↗
June 28, 2024
Utility stocks Vistra Corp. and Constellation Energy have defied expectations with +123.03% and +79.92% YTD gains, driven by renewable energy focus.
Via
Benzinga
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