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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
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Back Dated Performance Reports
Quarterly Performance Reports
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MVS Program
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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
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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
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Weekly Market Pulse: Tariffs Aren’t The Answer
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January 21, 2025
While the politicians haggle, most businesses and individuals sit and wait to see what the new rules will be rather than take action in anticipation of policies that never materialize
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Currencies/Forex
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Trump's 'Drill, Baby, Drill' Era Begins: Oil Prices Tumble, US Energy Stocks Edge Up
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January 21, 2025
Trump declares national energy emergency, vows to drill, baby, drill. Stocks rise, but experts warn of oversupply risk and short-term price drop.
Via
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Leading And Lagging Sectors For January 21, 2025
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January 21, 2025
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A Hidden Winner in Manufacturing and Energy Set for a Breakout
January 21, 2025
Analysts have decided to support this manufacturing stock's case for good, as it combines the industrial and energy upside for 2025, called for by Goldman.
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ETFs To Watch As Trump Heads To White House Again
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January 20, 2025
Trump’s policies and promises are highly beneficial for some sectors.
Via
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Topics
ETFs
Government
Key Takeaways From Energy Intelligence’s 2025 Outlook
↗
January 20, 2025
The global energy landscape is in the midst of a transformation, driven by accelerating climate goals, technological innovation, and shifting geopolitical dynamics.
Via
Talk Markets
Topics
Commodities
Leading And Lagging Sectors For January 20, 2025
↗
January 20, 2025
Via
Benzinga
Oil Dips As Israeli Security Cabinet Approves Gaza Ceasefire: Experts Warn Red Sea Risks Persist
↗
January 17, 2025
Oil prices fell as Israel approved ceasefire deal with Hamas, easing tensions in 15-month-long Gaza conflict. Shipping risks in Red Sea remain.
Via
Benzinga
Leading And Lagging Sectors For January 17, 2025
↗
January 17, 2025
Via
Benzinga
Energy Sector Shines in 2025: 2 Stocks Leading the Charge
January 17, 2025
The energy sector surged in early 2025, with the popular energy ETF XLE gaining 8.07% year-to-date, far exceeding the S&P 500's 1.39% increase.
Via
MarketBeat
Topics
ETFs
Stocks
US Energy Sector Enjoys Strong Start To 2025, Analysts Eye 'Constructive Setup' For Chevron
↗
January 16, 2025
U.S. energy sector starts 2025 strong, led by rising oil prices and anticipation of business-friendly policies under Trump. Chevron the standout.
Via
Benzinga
Topics
Government
Leading And Lagging Sectors For January 16, 2025
↗
January 16, 2025
Via
Benzinga
Bull Case for Transocean Stock: 100% Upside Could Be Within Reach
January 16, 2025
After Goldman Sachs released its 2025 macro outlook report, a lot of traders started picking up on the new upside potential in oil names.
Via
MarketBeat
Topics
ETFs
US Stocks Soar Following Better-Than-Expected Inflation Data And Strong Earnings Reports
↗
January 15, 2025
US stocks surged on Wednesday, fueled by a slowdown in core inflation and better-than-expected earnings from major banks.
Via
Talk Markets
Topics
Commodities
ETFs
Economy
Devon Energy, EQT Stocks Rise On Bernstein Upgrade: Retail Shows Approval
↗
January 15, 2025
According to TheFly, Bernstein set a price target of $73 for EQT and $45 for Devon. EQT shares hit more than a decade-high.
Via
Stocktwits
What Goldman Sachs’ Quarterly Results Reveal About the Economy
January 15, 2025
Goldman Sachs kicked off the 2025 first quarter earning season, and the price action compared to peers might signal a better environment.
Via
MarketBeat
Topics
Economy
Leading And Lagging Sectors For January 15, 2025
↗
January 15, 2025
Via
Benzinga
SPDR ETF Report For Tuesday, Jan 14
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January 15, 2025
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Tuesday, January 14.
Via
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Topics
ETFs
Stocks / Equities
2024 S&P U.S. Style Indices Rebalancing: Key Sector Shifts And Impacts
↗
January 14, 2025
The S&P U.S. Style Indices underwent their annual rebalancing in December 2024, leading to significant changes in sector exposures.
Via
Talk Markets
Topics
Stocks
Stocks / Equities
Stocks Fail To Rise Despite Benign Producer Inflation, 30-Year Treasury Yields Hit 5%, Ely Lilly Tumbles: What's Driving Markets Tuesday?
↗
January 14, 2025
A cooler-than-expected December producer inflation report failed to ignite lasting gains on Wall Street Tuesday, reflecting lingering concerns about persistently high inflation among investors.
Via
Benzinga
Topics
Economy
What PMI Data Says About the NFP Report: 3 Hidden Opportunities
January 14, 2025
The recent NFP jobs report shows a different reality than what this other important report suggests. Last time this happened, jobs were revised lower.
Via
MarketBeat
Topics
Bonds
ETFs
Economy
SPDR ETF Report For Monday, Jan 13
↗
January 14, 2025
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Monday, January 13.
Via
Talk Markets
Topics
ETFs
Stocks / Equities
Treasury Rates Continue To Rise As Inflation Swaps Break Out
↗
January 13, 2025
We continue to see rates increasing today, with the 10-year rate rising 2.5 basis points to 4.79% and the 30-year rate increasing two basis points to 4.97%.
Via
Talk Markets
Topics
Bonds
Commodities
Economy
We’re In A Bullish Correction
↗
January 13, 2025
Over the past month, we’ve seen two downtrodden sectors - energy and healthcare - emerge as leaders. But in the grand scheme of things, not much has changed when it comes to the bull market.
Via
Talk Markets
Topics
Stocks / Equities
Stocks Edge Down Ahead Of Key Inflation Reports, Crude Hits 5-Month High, Bitcoin Sinks: What's Driving Markets Monday?
↗
January 13, 2025
Traders adopted a cautious approach on Monday as they awaited two critical inflation reports due later this week, seeking clarity on Federal Reserve interest rate policy.
Via
Benzinga
Topics
Economy
Leading And Lagging Sectors For January 13, 2025
↗
January 13, 2025
Via
Benzinga
A Look At Dividend Kings
↗
January 12, 2025
In this video, we dive deep into 'Dividend Kings.' These are elite companies that have consistently increased their dividends for 50+ years.
Via
Talk Markets
Topics
ETFs
Stocks / Equities
Goldman Sachs Unveils 3 Massive Opportunities for 2025 Investors
January 12, 2025
Goldman Sachs released its 2025 macro outlook report, and it suggests three main areas of the market that investors should focus on today.
Via
MarketBeat
Topics
Bonds
ETFs
Economy
‘The End Is Close’ For Markets, 25% Crash Next
↗
January 11, 2025
With 2025 seemingly off to a rocky start, we dive into why the markets have responded negatively after good news hit the wires.
Via
Talk Markets
Topics
Bonds
ETFs
Futures
Is The Strong Labor Report A Game Changer?
↗
January 11, 2025
In this week's video, we'll review the latest charts and data to answer the question: What is driving the outlook for stocks—growth or inflation?
Via
Talk Markets
Topics
ETFs
Stocks / Equities
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