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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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HEALTHCARE
(NY:
XLV
)
147.42
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Updated: 8:00 PM EDT, Apr 20, 2026
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The 3-3-3 Rule
↗
November 26, 2024
Donald Trump nominated seasoned hedge fund manager Scott Bessent as the next Treasury Secretary. While the Treasury Secretary has many responsibilities, debt management is one of the most important.
Via
Talk Markets
Topics
Bonds
Currencies/Forex
Government
Leading And Lagging Sectors For November 26, 2024
↗
November 26, 2024
Via
Benzinga
Leading And Lagging Sectors For November 25, 2024
↗
November 25, 2024
Via
Benzinga
Asset Class/Key ETF Performance Since Election Day 2024
↗
November 22, 2024
While it may feel like the stock market has gone gangbusters since the close on 11/5, the S&P 500 ETF is up just over 3%, while the mega-cap Tech-heavy Nasdaq 100 is up even less at 2.5%.
Via
Talk Markets
Topics
ETFs
Stocks
Leading And Lagging Sectors For November 22, 2024
↗
November 22, 2024
Via
Benzinga
Health Care Weightloss
↗
November 19, 2024
At 10.36%, the Health Care sector currently has its lowest weight since September 2000.
Via
Talk Markets
Small Caps Rally, Alphabet Plummets, Bitcoin Flirts With $100,000: What's Driving Markets Thursday?
↗
November 21, 2024
Wall Street witnessed a positive momentum on Thursday as investor risk appetite remained resilient despite escalating geopolitical tensions in Europe.
Via
Benzinga
Leading And Lagging Sectors For November 21, 2024
↗
November 21, 2024
Via
Benzinga
Stocks Fall Ahead Of Nvidia Earnings, Dollar Resumes Gains, Bitcoin Reaches New Record Highs: What's Driving Markets Wednesday?
↗
November 20, 2024
Investor sentiment remained subdued on Wednesday as escalating geopolitical tensions weighed on risk assets ahead of the week’s most anticipated event: Nvidia Corp.’s (NASDAQ:NVDA) third-quarter...
Via
Benzinga
Leading And Lagging Sectors For November 20, 2024
↗
November 20, 2024
Via
Benzinga
What To Do After The Worst Week For Healthcare Stocks Since March 2020?
↗
November 19, 2024
The market was quiet today but we should still expect some gains through year -end albeit a bit choppy.
Via
Talk Markets
Stocks Move Higher, Walmart Hits Record High, Natural Gas Reaches 5-Month Peak: What's Driving Markets Tuesday?
↗
November 19, 2024
Wall Street managed to recover from a red start caused by heightened geopolitical tensions stemming from the ongoing Russia-Ukraine conflict.
Via
Benzinga
Topics
Energy
Leading And Lagging Sectors For November 19, 2024
↗
November 19, 2024
Via
Benzinga
US Stocks Rebound, Tesla Rallies, Bitcoin Soars Above $92,000: What's Driving Markets Monday?
↗
November 18, 2024
Risk sentiment edged higher on Monday, rebounding after two consecutive losing sessions and the worst week for the U.S. stock market since early September, as pressures from dollar and Treasury yields...
Via
Benzinga
Leading And Lagging Sectors For November 18, 2024
↗
November 18, 2024
Via
Benzinga
Stocks Pull Back After Initial Election Euphoria. Big Rotation In Sectors And Assets Classes.
↗
November 17, 2024
Stocks finished the week broadly lower, giving back more than half of the post-election gains. Small-cap stocks, the recent darlings, as well as rate sensitive stock took the biggest hit.
Via
Talk Markets
Leading And Lagging Sectors For November 15, 2024
↗
November 15, 2024
Via
Benzinga
Leading And Lagging Sectors For November 14, 2024
↗
November 14, 2024
Via
Benzinga
Leading And Lagging Sectors For November 13, 2024
↗
November 13, 2024
Via
Benzinga
Leading And Lagging Sectors For November 11, 2024
↗
November 11, 2024
Via
Benzinga
3 Under-the-Radar Healthcare Companies
November 11, 2024
While established healthcare firms are among the most stable stocks in the sector, up-and-coming companies can offer the potential for greater gains.
Via
MarketBeat
Sector ETFs: Major Provider Comparisons
↗
November 10, 2024
This article will focus on broad sector ETFs, especially homing in on sectors with the same name as the sectors of the Global Industry Classification Standard introduced by Standard and Poor’s jointly...
Via
Talk Markets
Topics
ETFs
Kennedy Impacting Pharma Stocks
↗
November 07, 2024
President Elect Trump's pledge to appoint RFK to healthcare role spooking pharma stocks.
Via
Talk Markets
Topics
Government
How Did S&P 500 Sectors Perform During Trump's First Term? Could This Time Be Different?
↗
November 06, 2024
Trump's first presidential term (2016-2020) brought varied performance across S&P 500 sectors. Tech and consumer discretionary sectors led, while energy struggled. Solar stocks soared. Here's a look at...
Via
Benzinga
Topics
Government
Stocks
S&P 500, Dow Hit Record Highs After Trump Win; Fear Index Drops 20%
↗
November 06, 2024
Market surges to record highs after Trump's election, Republicans win Senate majority. Tech and small-caps up, VIX drops 22%.
Via
Benzinga
Topics
Government
Stocks
Tesla, GM, Norwegian Cruise Push Consumer Discretionary Ahead Of S&P 500 On Election Day
↗
November 06, 2024
Election Day saw strong gains in the Consumer Discretionary sector, with the XLY fund outpacing the S&P 500. GM, Tesla, and Norwegian Cruise Line drove the sector's performance, signaling optimism for...
Via
Benzinga
Topics
Stocks
How The Outcome Of The U.S. Election Will Affect The Healthcare Sector
↗
November 03, 2024
For the U.S. healthcare sector, Tuesday’s election matters in four key ways.
Via
Talk Markets
Biotech Momentum Trades For The Q4 Rally
↗
October 29, 2024
The biotech sector made an interim peak in late February followed by an active summer in very choppy trading.
Via
Talk Markets
Continuing Jobless Claims Diverge From Initial Claims
↗
October 29, 2024
Along with this week’s BLS, JOLTs, and ADP labor market reports are the weekly initial and continuing jobless claims data from the BLS.
Via
Talk Markets
What Lies In Store For Healthcare ETFs In Q3 Earnings?
↗
October 27, 2024
The healthcare sector has performed well in recent months, driven by the booming weight-loss drug treatment segment. As such, various healthcare ETFs have benefited.
Via
Talk Markets
Topics
ETFs
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