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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
Featured Articles
Contrarian Notes Blog
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HEALTHCARE
(NY:
XLV
)
148.80
+2.19 (+1.49%)
Official Closing Price
Updated: 8:00 PM EDT, Apr 17, 2026
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Good Trading Is About To Get Better
↗
October 25, 2024
The S&P 500 and Dow are closing out the week with losses, despite a few up days here and there.
Via
Talk Markets
Topics
Stocks
Healthcare Sector Update: Choppy Days Are Here Again As Yields Rise
↗
October 22, 2024
There has been a shift in healthcare stock performance by sub-sector which should be confirmed as we move through the Q3 earnings cycle.
Via
Talk Markets
Amazon Is Challenging The Work From Home Trend
↗
October 22, 2024
Starting in January, Amazon workers will be expected to work in the office five days a week.
Via
Talk Markets
Healthcare Sector Update: Life in the Slow Lane while we wait for BIOTECH Bounce
↗
October 14, 2024
Healthcare sector lags despite moderate growth. Note bad news from CVS and Humana.
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Markets: Are You Making Things Harder Than They Need To Be?
↗
October 12, 2024
In this week's video, we'll review the latest charts and studies to help us answer the question in the stock market
Via
Talk Markets
Nvidia, Samsara And More On CNBC's 'Final Trades'
↗
October 11, 2024
On CNBC's "Halftime Report Final Trades," Kevin Simpson of Capital Wealth Planning picked Nvidia, saying "Investors like what they see."
Via
Benzinga
Palo Alto, Delta Air, PayPal And More On CNBC's 'Final Trades'
↗
September 27, 2024
Brenda Vingiello of Sand Hill Global Advisors said Palo Alto Networks continues to gain market share in the cybersecurity space.
Via
Benzinga
Tech Stocks Rise, Materials Sector Rallies On China's Stimulus, Nvidia Surges: What's Driving Markets Tuesday?
↗
September 24, 2024
Wall Street inched higher on Tuesday, with the Nasdaq 100 outperforming other major indices, while cyclical sectors linked to metals and industrial commodities saw strong gains, fueled by a surprise...
Via
Benzinga
US Stocks Stall, Gold Updates Record Highs, Tesla Rallies: What's Driving Markets Monday?
↗
September 23, 2024
Wall Street kicked off the week on a cautious note, with major indexes trading relatively flat as investors seek more clarity on the economic and political landscape.
Via
Benzinga
Stocks Edge Lower As Fed Rate Decision Looms, Treasury Yields Rise As Odds Improve For Smaller Cut: What's Driving Markets Wednesday?
↗
September 18, 2024
Wall Street is jittery hours before the highly anticipated Federal Open Market Committee (FOMC) meeting, with all major indices posting modest losses by midday in New York.
Via
Benzinga
Topics
Economy
Small Caps, Bitcoin Rally As Traders Await Fed Rate Cut; Treasury Yields, US Dollar Tick Up On Strong Retail Sales: What's Driving Markets Tuesday?
↗
September 17, 2024
Wall Street experienced a slightly positive session Tuesday, supported by investor optimism as the Federal Open Market Committee (FOMC) kicked off its two-day meeting, expected to deliver the first...
Via
Benzinga
Topics
Economy
Defensive Sectors: Shielding Your Portfolio in Volatile Times
September 07, 2024
Defensive sectors like consumer staples, healthcare, real estate, and utilities tend to perform well during market downturns and heightened volatility.
Via
MarketBeat
Topics
Economy
Stocks
Stocks Tumble On Jobs Data, Nasdaq 100 Eyes Worst Week In 2 Years As Semiconductors Slump: What's Driving Markets Friday?
↗
September 06, 2024
Investors showed little enthusiasm for the August jobs report, as the slower-than-expected hiring numbers deepened worries about a softening labor market.
Via
Benzinga
S&P 500 Falls Below 5,500 Points On Cooling Jobs Data, Tesla Leads Tech Gains, Natural Gas Spikes: What's Driving Markets Thursday?
↗
September 05, 2024
Signs of a cooling labor market last month pushed major U.S. stock averages lower on Thursday, ahead of the highly anticipated August jobs report set for release on Friday.
Via
Benzinga
Topics
Energy
Stocks
Biotech And Life Science Sector Update Summer Of 2024
↗
August 29, 2024
It’s the slowest week of the year, we are at the market top and most earnings reports are good.
Via
Talk Markets
Are The Charts Starting To Drift From The Soft-Landing Script?
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August 24, 2024
In this week's video, we'll review the latest charts to help us answer the question: Are the charts starting to drift from the soft landing bull market script?
Via
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Market Risks And Rewards: Opportunities Up And Down
↗
August 22, 2024
In today’s video, we’ll explore how these volatile conditions could actually work in our favor. We’ll also take a closer look at some of the worsening economic factors at play and highlight significant...
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Talk Markets
Stocks Trim Gains On Slower Jobs Growth, Dollar Falls Ahead Of Fed Minutes; Target Rallies, Macy's Tumbles: What's Driving Markets Wednesday?
↗
August 21, 2024
Wall Street trimmed early session gains on Wednesday after official government data downwardly revised nonfarm payrolls by 818,000 from previous estimates between April 2023 and March 2024.
Via
Benzinga
Topics
Economy
S&P 500, Nasdaq 100 Snap 8-Day Winning Streak: What Triggered Wall Street's Setback On Tuesday?
↗
August 20, 2024
S&P 500 ended Tuesday's session with slight declines, halting its best winning streak since May 2024. Here's the latest.
Via
Benzinga
Topics
Stocks
Wall Street Eases, Bonds Rises, US Dollar Falls To 8-Month Low: What's Driving Markets Tuesday?
↗
August 20, 2024
It’s a relatively uneventful session on Wall Street, but with a slightly worsening risk sentiment as all U.S. equity indices traded in the red at around midday trading in New York.
Via
Benzinga
Auto Stocks, Abortion, Health Care In Spotlight At DNC: Joe Biden, UAW President, Women Affected By Roe V. Wade Decision Headline Night 1
↗
August 19, 2024
The first night of the Democratic National Convention (DNC) could have investors eyeing sectors like healthcare and automotive after key speeches.
Via
Benzinga
Biotech Life Science Trades: Small Caps Are Lagging But Poised For A Q4 Rally
↗
August 13, 2024
Weaker than expected PPI up only 0.1% ignite rally with decline in services. Rate cuts imminent for September.
Via
Talk Markets
Institutional Investors Buy The Dip After August Volatility Spike: Wall Street Analyst
↗
August 13, 2024
Institutional investors took advantage of market volatility in early August, buying discounted stocks and ETFs. Tech and Communication Services saw inflows.
Via
Benzinga
Topics
ETFs
US Stocks Trim Gains As Iran Mulls Attack On Israel; Gold, Oil Rally: What's Driving Markets Monday?
↗
August 12, 2024
Wall Street turns negative due to geopolitical risks. Gold rises 1.5% and stocks edge higher. Scotiabank acquires minority stake in KeyCorp.
Via
Benzinga
Wall Street Momentum Stalls After Thursday's Rally, Palantir Jumps To 3-Year Highs, Bonds Rally: What's Driving Markets Friday?
↗
August 09, 2024
After a blistering Thursday that saw the S&P 500 close with its best session in nearly two years — up 2.3% — Wall Street’s price action turned sluggish on a Friday lacking market-moving economic...
Via
Benzinga
Wall Street Rallies As Economic Concerns Recede, Tech Flexes Its Muscles, Semiconductors Soar: What's Driving Markets Thursday?
↗
August 08, 2024
Investor risk sentiment is showing greater conviction on Thursday, with all indices and major stock sectors in the green, after Wall Street failed to hold onto opening gains and closed in the red the...
Via
Benzinga
Amgen's MariTide Weight Loss Potential: Stock Outlook
August 07, 2024
Amgen's shares fell 2.4% after-hours trading due to a mixed earnings release. MariTide, the company's weight loss drug, is in Phase II FDA trials.
Via
MarketBeat
Topics
Intellectual Property
Wall Street Poised For Second Day Of Gains While Bank Of Japan Makes Reassurances; Dollar Strengthens Against Yen, Crude Prices Surge: What's Driving Markets Wednesday?
↗
August 07, 2024
The U.S.
Via
Benzinga
Stock Of The Day: XLV Shatters Resistance Barrier, Establishes New Support Level
↗
August 06, 2024
Technical Analysis lessons can be offered by almost any chart. The chart of the Health Care Sector SPDR (XLV) is no exception.
Via
Benzinga
Wall Street Rebounds After Selloff, VIX Falls, Dollar Surges Against Yen: What's Driving Markets Tuesday?
↗
August 06, 2024
U.S. stock markets saw a strong recovery on Tuesday, with both the S&P 500 and the Nasdaq 100 climbing over 2%, nearly offsetting Monday’s losses. Investors took advantage of recent volatility to buy...
Via
Benzinga
Topics
Economy
Stocks
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