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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
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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
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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INVESCO Ltd
(NY:
IVZ
)
30.08
-0.70 (-2.27%)
Official Closing Price
Updated: 7:00 PM EDT, Sep 16, 2026
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Here's How Invesco KBW Premium Yield Equity REIT ETF Beats The Market From Here
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February 20, 2026
The fund's focus on high-yielding REITs makes it highly sensitive to interest rates.
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The Great Convergence: How the 'S&P 493' Reclaimed Market Leadership from the Tech Titans
February 20, 2026
For over two years, the story of the American stock market was a tale of two economies: the "Magnificent Seven" tech giants sprinting ahead on the fumes of artificial intelligence hype, and the...
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Huntington Ingalls Industries Stock: Is Wall Street Bullish or Bearish?
February 20, 2026
As Huntington Ingalls Industries has significantly outperformed the broader market over the past year, Wall Street analysts maintain a moderately optimistic outlook about the stock’s prospects.
Via
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The Great Acreage Shift: USDA Forecasts 2026 Pivot From Corn to Soybeans Amid Massive Surplus
February 20, 2026
The United States Department of Agriculture (USDA) released its highly anticipated 2026 agricultural planting forecasts this week, signaling a strategic pivot for American farmers as they grapple with...
Via
MarketMinute
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Moneco Advisors Buys $18 Million of Invesco BulletShares 2032 Corporate Bond ETF
↗
February 20, 2026
This ETF targets investment grade corporate bonds maturing in 2032, offering defined maturity exposure and a steady income profile.
Via
The Motley Fool
Topics
Bonds
ETFs
Regulatory Compliance
Billionaires Buy an AI Index Fund That Could Turn $500 Per Month Into $485,000
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February 20, 2026
Two hedge fund billionaires with excellent track records bought a popular technology-focused index fund in the fourth quarter.
Via
The Motley Fool
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Artificial Intelligence
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Nasdaq, S&P 500 Futures Rise Before PCE Report, Likely Tariff Ruling: Why NVDA, TSLA, GOOGL, IBRX, APP, GRAL Are On Traders' Radar Today
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February 20, 2026
Data from Stocktwits indicated retail sentiment on QQQ turned bearish amid elevated message volume.
Via
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Government
Dow, S&P 500, Nasdaq Futures Rise As Traders Eye Supreme Court Tariff Verdict, GDP Data: Why GRAL, RIG, CADL, CELH, ARDX Are Trending
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February 19, 2026
Investors will monitor the first Q4 U.S. economic growth report, covering a period that included the longest federal government shutdown on record.
Via
Stocktwits
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ETFs
Economy
Government
The Backbone of America: Why This Bank ETF Is a Must-Watch for Value Investors
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February 19, 2026
Investors looking for insights about the strength of the economy and a basket of value stocks might want to examine this bank ETF.
Via
The Motley Fool
Topics
Credit Cards
ETFs
Economy
Minneapolis Fed President Says White House Is Trying To Compromise The Central Bank’s Independence: Report
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February 19, 2026
According to a Financial Times report, Kashkari said on Thursday that the Fed was trying to ignore political turbulence and instead focus on its dual mandate of maximum employment and price stability.
Via
Stocktwits
Topics
ETFs
Economy
Government
IAEA Chief Warns Iran 'Not Much Time' Left For Nuclear Deal As Trump Signals Consequences: Report
↗
February 19, 2026
IAEA chief Rafael Mariano Grossi said that the agency had discussed proposals with Iranian Foreign Minister Abbas Araghchi for the inspection of the sites that were bombed by the U.S. and Israel in...
Via
Stocktwits
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ETFs
Government
Stocks
Nasdaq, S&P 500 Futures Edge Higher, Trump Speech In Focus: Why WMT, META, IBRX, MSFT, EBAY Are On Traders' Radar Today
↗
February 19, 2026
Data from Stocktwits indicated retail sentiment towards SPY and QQQ cooled to neutral.
Via
Stocktwits
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ETFs
Economy
Government
Dow, S&P 500, Nasdaq Futures Slip As Fed Minutes Temper Rate-Cut Hopes: Why CVNA, FIG, DASH, BTG, IBRX Are Trending After-Hours
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February 18, 2026
Traders looked ahead to U.S. jobless claims, Fed speakers, and other economic data due Thursday.
Via
Stocktwits
Topics
ETFs
Economy
Stocks
FDA Commissioner Raises Concerns About US Pharma Lagging Behind China In Drug Development
↗
February 18, 2026
Marty Makary, in an interview with CNBC, further called for reforms that could streamline the process for starting trials on new treatments.
Via
Stocktwits
Topics
ETFs
Government
This Is the Cloud’s Olympic Moment. Will It Medal or Bust?
February 18, 2026
The Global X Cloud Computing ETF has reached a crucial point. CLOU is currently teetering on a critical support level that could determine the fate of the software sector for the rest of 2026.
Via
Barchart.com
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Could These ‘Boring’ Stocks Become the Next Hot Investment Trend?
February 18, 2026
The market is teasing that low-volatility stocks could have a moment in the spotlight again soon.
Via
Barchart.com
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Artificial Intelligence
ETFs
Stocks
Fed Minutes Shows Possibility Of Rate Hike Instead Of Rate Cut
↗
February 18, 2026
As per minutes released by Fed, possibility that upward adjustments to the target range for the federal funds rate could be appropriate if inflation remains at above-target levels.
Via
Stocktwits
Topics
ETFs
Economy
Stocks
How Long Will the US Government Shutdown Go On For? – Here’s What Bettors Are Saying
↗
February 18, 2026
Bettors on Kalshi have placed bets worth nearly $2 million to predict how long the government shutdown will last.
Via
Stocktwits
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ETFs
Government
Immigration
Valley Wealth Sells $11 Million of Invesco KBW Bank ETF
↗
February 18, 2026
This ETF tracks a benchmark of leading U.S. banks, offering targeted exposure to the financial sector with a rules-based approach.
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
Hassett Slams NY Fed Paper That Says Americans Are Paying For 90% Of Trump's Tariffs, Calls It An 'Embarrassment': Report
↗
February 18, 2026
The NEC Director said the people who are associated with the NY Fed paper should “presumably” be disciplined.
Via
Stocktwits
Topics
ETFs
Economy
Government
Vulcan Materials Stock Outlook: Is Wall Street Bullish or Bearish?
February 18, 2026
Despite trailing the broader market over the past year, analysts remain fairly upbeat about Vulcan Material’s outlook.
Via
Barchart.com
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ETFs
Are Wall Street Analysts Predicting The Trade Desk Stock Will Climb or Sink?
February 18, 2026
The Trade Desk has markedly lagged the broader market over the past year, yet analyst sentiment remains moderately constructive in the company’s longer-term growth trajectory despite near-term...
Via
Barchart.com
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ETFs
Nasdaq, S&P 500 Futures Edge Higher Ahead Of Fed Minutes: Why NVDA, TSLA, AAPL, APLD, PANW Are On Traders' Radar Today
↗
February 18, 2026
Data from Stocktwits indicated retail sentiment was stabilizing for SPY and QQQ.
Via
Stocktwits
Topics
ETFs
Economy
Lawsuit
Dow, S&P 500, Nasdaq Futures Dip As AI Fears Hit Software Again: Why APLD, PANW, CMPS, INFQ, IAG Are Trending After-Hours
↗
February 17, 2026
Investors are looking ahead to a slew of economic data on Wednesday, including housing starts, building permits, durable-goods orders, and industrial production.
Via
Stocktwits
Topics
Artificial Intelligence
ETFs
Economy
Jamieson Greer Says Trump Tariffs On Steel, Aluminum Will Stay In Place: Report
↗
February 17, 2026
During an interview with CNBC, Greer said that President Trump’s tariffs on steel and aluminum have been very successful.
Via
Stocktwits
Topics
ETFs
Government
Stocks
Pinnacle West Capital Stock Outlook: Is Wall Street Bullish or Bearish?
February 17, 2026
Analysts maintain a generally positive stance on Pinnacle West Capital, pointing to steady stock performance and consistent earnings momentum.
Via
Barchart.com
Topics
ETFs
Energy
Nasdaq, S&P 500 Futures Lower As AI Disruption Fears Linger: Why AAPL, ZIM, OCUL, NCLH Are On Traders' Radar Today
↗
February 17, 2026
Wall Street resumed trade after the Presidents’ Day break to find a market still grappling with the ‘AI disruption’ trade.
Via
Stocktwits
Topics
Artificial Intelligence
ETFs
Economy
Do Wall Street Analysts Like Qnity Electronics Stock?
February 17, 2026
Qnity Electronics has outpaced the broader market in 2026 and analysts are very bullish about its future prospects.
Via
Barchart.com
Topics
Artificial Intelligence
ETFs
Dow, S&P 500, Nasdaq Futures Rise On AI, Fed Watch After Holiday Break: Why ZIM, AAPL, TCNNF, DIS Kept Traders On Edge Today
↗
February 16, 2026
Focus turns to Fed meeting minutes on Wednesday, the core PCE inflation report on Friday, and major earnings throughout the week.
Via
Stocktwits
Topics
Artificial Intelligence
ETFs
Economy
The Nvidia Anchor: How a Single Stock’s Friday Slump Sent the S&P 500 Reeling
February 16, 2026
On Friday, February 13, 2026, the fragility of a highly concentrated stock market was laid bare as a 2.2% decline in Nvidia (NASDAQ:NVDA) single-handedly erased gains across dozens of other sectors. As...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
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