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home
about us
Investment Approach
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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
)
154.74
+0.92 (+0.60%)
Official Closing Price
Updated: 8:00 PM EST, Jan 30, 2026
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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
Large Cap Biopharma And Healthcare, A Port In A Storm
↗
August 05, 2024
Healthcare and biopharma show nice gains in a volatile week.
Via
Talk Markets
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
3 Top Stock Picks for Building Long-Term Wealth
↗
August 03, 2024
Navigate volatiliy with these top long-term wealth building stocks, known for their exceptional stability, solid fundamentals, and dividends.
Via
InvestorPlace
MarketBeat Week in Review – 7/29 - 8/2
August 03, 2024
The tech-led sell-off expanded and accelerated to close the week; more volatility may be the norm for the rest of the summer, which may force the Fed to move
Via
MarketBeat
Topics
Economy
Stocks
Markets, Please Exit To Safety In An Orderly Fashion
↗
August 01, 2024
The “feel” of the market is strange right now. It feels like someone saw a fire and pulled the alarm… but investors are essentially treating it like a fire drill.
Via
Talk Markets
US Stocks Tumble On Economic, Geopolitical Concerns; Small Caps, Chipmakers Sink; Meta Rallies: What's Driving Markets Thursday?
↗
August 01, 2024
Markets experienced a sharp downturn, driven by heightened geopolitical tensions and economic uncertainties that negatively impacted investor risk sentiment, just a day after the Federal Open Market...
Via
Benzinga
Tech Stocks On Track For Best Session In 5 Months Ahead Of Fed Meeting; Small Caps Target Highest Close Since January 2022: What's Driving Markets Wednesday?
↗
July 31, 2024
Tech stocks soared to their best session in five months on Wednesday, ahead of the highly anticipated Federal Open Market Committee (FOMC) meeting.
Via
Benzinga
Topics
Economy
Top 2 Cheap Healthcare Stocks to Buy as Sector Outperforms
July 30, 2024
The healthcare sector, represented by the XLV ETF, has seen a resurgence, breaking out of a multi-year consolidation phase and surging almost 3% in July.
Via
MarketBeat
Topics
ETFs
3 Surprisingly Underrated Stocks to Buy Right Now
↗
July 26, 2024
These stocks arguably deserve more respect from investors.
Via
The Motley Fool
US Stocks Rebound As Tech Surges, CrowdStrike Continues Selloff, Oil Hits 1-Month Lows: What's Driving Markets Monday?
↗
July 22, 2024
Wall Street started the new week on a positive note, with all major indices in the green. A rebound in tech stocks following last week’s dips bolstered overall investor sentiment.
Via
Benzinga
Biotech Bull Market Is Intact But SMIDs Are Too Volatile
↗
July 22, 2024
It was another wild week for the market as it had to contend with a lot of news.
Via
Talk Markets
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
EXCLUSIVE: Market Strategist Predicts 4 Winning Sectors Based On Trump Or Biden 2024 Election Victory
↗
July 19, 2024
Market strategist Jay Woods discusses potential sector winners in the 2024 election for both a Donald Trump win and a Joe Biden win.
Via
Benzinga
Topics
Government
Wall Street Eye Worst Week In 3 Months As Tech Sector Falters; Oil Falls, Bitcoin Hits 1-Month Peak: What's Driving Market Friday?
↗
July 19, 2024
Wall Street set to close in red, indices down as CrowdStrike's tech outage causes disruptions across sectors. Nasdaq 100 worst week in 3 months.
Via
Benzinga
Pharma Leader Beats on Earnings, But Shares Fall
July 19, 2024
Novartis released its Q2 financial results. It beat expectations on EPS and revenue. However, shares fell, possibly due to bad news on one upcoming drug.
Via
MarketBeat
Topics
Intellectual Property
VIX Stages Double-Digit Spike As Risk Off Takes Over; Chipmakers Fail To Rebound, Weight Loss Giants Eli Lilly, Novo Tumble: What's Driving Markets Thursday?
↗
July 18, 2024
It’s another risk-off day on Wall Street, with all major U.S. indices trading in the red. The CBOE Volatility Index (VIX), often referred to as the market’s fear gauge, spiked over 10%, reaching levels...
Via
Benzinga
Topics
Stocks
Healthcare Investors Bet On Easier Medicare Rules Under Potential Trump Administration
↗
July 17, 2024
Investors expect Trump to ease Medicare Advantage regulations if he wins another term. This could lead to renewed merger talks among health insurers.
Via
Benzinga
Topics
Government
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
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
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
Magnificent 7 Stocks Propel S&P 500, Nasdaq 100 To Record Highs As Jobs Data Fuels Rate Cut Bets; Gold Miners Rally: What's Driving Markets Friday?
↗
July 05, 2024
S&P 500 and Nasdaq 100 indices surged to new all-time highs on Friday, driven primarily by a rally in Magnificent Seven stocks, which collectively reached a market capitalization exceeding $16...
Via
Benzinga
Topics
Stocks
Apple, Adobe, Qualcomm And More: CNBC's 'Final Trades'
↗
July 05, 2024
Apple is developing two variants of the second-generation headset. Stephen Weiss of Short Hills Capital Partners said 'momentum continues.'
Via
Benzinga
S&P 500, Nasdaq 100 Climb To Record Highs As Data Fosters Rate Cut Optimism Ahead Of Fed Minutes; Gold, Bonds Rally: What's Driving Markets Wednesday?
↗
July 03, 2024
The S&P 500 and Nasdaq 100 indices surged to new all-time highs on Thursday, as investors heightened their expectations for rate cuts following June’s sharply lower-than-expected services sector...
Via
Benzinga
Topics
Economy
Stocks
Stocks Hold Steady As Powell Reassures On Disinflation Path, Warns About Debt Risks; Tesla Rallies, Job Openings Spike: What's Driving Markets Tuesday?
↗
July 02, 2024
U.S. equities were little moved on Tuesday as investors continued to assess the potential for interest rate cuts following the latest economic data and comments from Fed Chair Jerome Powell.
Via
Benzinga
Topics
Economy
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