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TSL's Turnkey Operation Platform
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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
)
46.34
UNCHANGED
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Updated: 8:00 PM EDT, Apr 2, 2026
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ETFs To Make The Most Of The AI-Powered Utility Sector
↗
June 10, 2024
Utility is one of the hottest plays this year, driven by the artificial intelligence (AI) frenzy, and is outperforming the broad market index, just behind technology and telecom stocks.
Via
Talk Markets
Topics
Artificial Intelligence
ETFs
Weekly Market Pulse: Is The Economy Weaker Than It Appears?
↗
June 10, 2024
The employment report released last Friday offered contradictory views of the state of the economy.
Via
Talk Markets
Topics
Economy
The SPDR Portfolio S&P 500 High Dividend ETF Owns Some High-Risk Dividend Stocks – Is It Still Worth Buying?
↗
June 09, 2024
The SPDR Portfolio S&P 500 High Dividend ETF is focused on high-yield stocks, but that doesn't mean it will be the best choice for your portfolio.
Via
The Motley Fool
Topics
ETFs
Stocks
Stocks Reclaim Record Highs As Jobs Data Fuels Growth Optimism; Gold, Bonds Tumble As Yields Rise: What's Driving Markets Friday?
↗
June 07, 2024
Wall Street returned to reclaim record highs on Friday after a stronger-than-expected jobs report.
Via
Benzinga
Historic Moves In The Utilities Sector
↗
May 17, 2024
At one point last week, XLU closed higher than it opened on 16 out of its prior 17 trading days.
Via
Talk Markets
Election 2024 Matters For Your Portfolio. This Is What History Predicts Will Happen.
↗
June 06, 2024
Election years tend to do better historically, even better when there's a sitting president running.
Via
Investor's Business Daily
Stocks Pause As Traders Await Jobs Data, Nvidia Falls On Antitrust Investigation, Crude Rises To $75: What's Driving Markets Thursday?
↗
June 06, 2024
Wall Street experienced a relatively quiet day on Thursday, with major indices trading within tight ranges as investors remain cautious ahead of the highly anticipated May jobs report, set for release...
Via
Benzinga
Start Of A Market Correction Or A Summer Rally?
↗
June 05, 2024
A look at whether we are at the beginning of a market correction or gearing up for a summer rally.
Via
Talk Markets
Stocks Are Hanging Near Highs, But Bonds Are Flashing Warning Signs
↗
June 04, 2024
Utility stocks seem to have snuffed out any strength in bonds, and if rates keep falling, we could see a boost in the two worst-performing S&P 500 sectors this year: real estate and consumer...
Via
Talk Markets
Topics
Bonds
Stocks
Commodities In 2024: Big Moves, Greater Opportunities
↗
June 03, 2024
A commodity's supply/demand aspect kicks in when the supply side is taken out. The best commodity performer of the year is up nearly 100%, mostly because of a failed crop due to weather.
Via
Talk Markets
Wall Street Snaps Five-Week Winning Streak, Economic Growth Slows, Inflation Holds Steady In April: This Week In The Market
↗
May 31, 2024
U.S. stock market ends 5-week positive streak due to slowing economic momentum, while Nvidia's valuation soars and home prices hit record highs.
Via
Benzinga
Topics
Economy
A Drop In Oil Sets A Fire For This Utilities And Energy Play
↗
May 30, 2024
Crude futures spiked yesterday, up to $80.62, and then sold off today, pretty much erasing the gains of the previous two sessions.
Via
Talk Markets
What A Biden Or Trump Victory Might Mean For The Energy Sector
↗
May 30, 2024
Under Biden, hundreds of billions of dollars were put toward incentives for green energy, and the U.S. set a record for crude oil production.
Via
Benzinga
Topics
Government
Bond Battering Drags Stocks And Commodities Lower
↗
May 29, 2024
The past few U.S. Treasury auctions have attracted weak demand, particularly from foreign buyers. That’s dragged bond prices lower and pushed yields higher.
Via
Talk Markets
Topics
Bonds
Revising The Gas Outlook Higher
↗
May 26, 2024
Natural gas prices have been recovering in the US following several months of being below $2 per million BTUs. The techniques of horizontal drilling and hydraulic fracturing have enjoyed steady...
Via
Talk Markets
Topics
Energy
At This Point, Good Data Could Be Atrocious For Markets
↗
May 24, 2024
The cliche
Via
Talk Markets
Nasdaq 100 Eyes Record High Close, Fifth Positive Week As Traders Flock To AI-Linked Stocks: What's Driving Markets Friday?
↗
May 24, 2024
Technology stocks surged on Friday, rebounding sharply after Thursday’s decline, as investor confidence in the artificial intelligence-driven rally remained high.
Via
Benzinga
Nvidia's 10% Leap Propels Tech Indexes To Record Highs; Blue Chips, Small Caps Slip: What's Driving Markets Thursday?
↗
May 23, 2024
Strong earnings and revenue guidance from Nvidia sparked a tech stock surge, with Nasdaq 100 and S&P 500 hitting record highs.
Via
Benzinga
Topics
Stocks
Stocks Hit New All-Time Highs… But Utilities Are Telling Us Something
↗
May 21, 2024
The bullish thesis developed over the past few weeks has been vindicated. The way higher is wide open.
Via
Talk Markets
A Dozen Reasons To Stay Bullish
↗
May 20, 2024
Longer shipping routes caused by disruption effectively mean less tonnage available to ship things. This means rising costs to ship goods, which means more profits to shippers, and greater demand for...
Via
Talk Markets
What Comes Next Could Define Markets For Years
↗
May 17, 2024
Nvidia is now back up 92% on a day-to-day basis.
Via
Talk Markets
Chart Says Investors Are Bracing For Stock Market Crash
↗
May 17, 2024
Utilities stocks have been flying. In fact, year-to-date, utilities stocks have been beating the S&P 500 by a decent margin.
Via
Talk Markets
Topics
Stocks
Everything Is AI Play – Copper And Utilities Edition
↗
May 16, 2024
Over the past month, utilities have acted neither defensively nor proportional to bond yields. XLU moved more or less in line with bond prices until about two months ago.
Via
Talk Markets
Topics
Artificial Intelligence
Bonds
S&P 500, Nasdaq 100, Dow Jones Shatter Record Highs In Unstoppable Bull Market Rally
↗
May 15, 2024
The S&P 500, Nasdaq 100 and Dow Jones Industrial Average indices all shattered fresh all-time highs Wednesday, driven by a benign inflation report that boosted risk sentiment among bullish investors.
Via
Benzinga
Topics
Economy
Stocks
Meet the Two Super Safe Stock Market Sectors That Just Hit 52-Week Highs
↗
May 15, 2024
Investors are getting defensive, and that's driving higher prices in the utility and consumer staples sectors.
Via
The Motley Fool
Power Surge: Utilities Sector Breaks out, Outperforms Market
May 14, 2024
The Utilities sector, breaking out of a multi-year downtrend, has seen a notable momentum shift in recent weeks and is now outperforming the overall market.
Via
MarketBeat
Topics
Artificial Intelligence
ETFs
ETFs To Make The Most Of The Sector Rotation
↗
May 13, 2024
While there are a number of ETFs to tap sector rotation, five popular funds seem to be the most exciting picks.
Via
Talk Markets
Topics
ETFs
Sempra Rethinks Bechtel For Cameron LNG Expansion As Costs Surge: Report
↗
May 13, 2024
Sempra revisits Bechtel for Cameron LNG project due to rising costs. Other U.S. LNG projects also affected.
Via
Benzinga
The Short-Term Uptrend Has Continued
↗
May 11, 2024
The short-term uptrend has continued. The PMO index has risen nicely off its lows, showing that most stocks have transitioned to momentum buys over the last 7 or 8 trading sessions.
Via
Talk Markets
The Important Message From Not-So-Widely Followed Charts
↗
May 11, 2024
In this week's video, we'll demonstrate why there's an important message in a small group of not-so-widely followed charts.
Via
Talk Markets
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