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home
about us
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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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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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FINANCIAL SEL
(NY:
XLF
)
54.93
+0.16 (+0.29%)
Official Closing Price
Updated: 8:00 PM EST, Jan 2, 2026
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SPDR ETF Report For Wednesday, Aug 7
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August 08, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Wednesday, August 7.
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SPDR ETF Report For Tuesday, Aug 6
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August 07, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Tuesday, August 6.
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Market Shock: How Sectors Have Shaped Up During Historic Sell-Off
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SPDR ETF Report For Monday, Aug 5
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August 06, 2024
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August 01, 2024
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Financial Sector Shines as Key Players Continue to Beat Earnings
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The financial sector has outperformed the broader market recently, with the XLF rising nearly 6% this month compared to the overall market's decline of 0.2%.
Via
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SPDR ETF Report For Wednesday, July 31
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August 01, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Wednesday, July 31.
Via
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PayPal Earnings Reveal Undervalued Stock: Here's the Scoop
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SPDR ETF Report For Tuesday, July 30
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July 31, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Tuesday, July 30.
Via
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SPDR ETF Report For Monday, July 29
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July 30, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Monday, July 29.
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Why Bank of America Just Approved a Huge Stock Buyback Program
July 29, 2024
Bank of America stock is set to go higher now that management set aside up to $25 billion in capital to buy back shares, financial momentum is building
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A Rough Couple Of Weeks
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July 28, 2024
It's been a rough couple of weeks in the market, as it recently experienced a short-term downtrend. However, the major indexes have held onto their longer-term uptrend so far.
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Is It Too Late to Buy Mastercard Stock?
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The world's biggest economy’s growth accelerated in the second quarter, primarily driven by solid consumer spending and higher business investment despite high interest rates.
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The Volatility Beast Is Waking Up
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The VIX and all the volatility instruments out there are finally catching their stride.
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JPMorgan Unveils In-House Chatbot To Enhance Research Capabilities: Report
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SPDR ETF Report For Thursday, July 25
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July 26, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Thursday, July 25.
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Surprise Q2 GDP Growth, Inflation Eases — 'Economy Is Much Stronger Than People Realize': 7 ETFs On The Move
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The US economy grew 2.8% in Q2, surpassing estimates and easing inflation pressures. Market expects Fed rate cuts, ETFs on the move.
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SPDR ETF Report For Wednesday, July 24
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July 25, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Wednesday, July 24.
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GDP Q2 Preview: 5 ETFs To Monitor Thursday As Economic Data Unfolds
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July 24, 2024
Investors await Q2 GDP data release and monitor other economic indicators such as jobless claims and durable goods orders. Fed likely to cut rates.
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US Stocks Tumble, Magnificent 7 Wipe Out $570 Billion As Mega-Tech Earnings Disappoint, VIX Spikes: What's Driving Markets Wednesday?
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July 24, 2024
Wall Street experienced a turbulent session on Wednesday, with the S&P 500 index heading toward its worst performance in over a year and the tech-focused Nasdaq 100 eyeing its fifth decline in the last...
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SPDR ETF Report For Tuesday, July 23
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July 24, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Tuesday, July 23.
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Small-Cap Gains Resume Ahead Of Major Tech Earnings; UPS Faces Worst Day Ever, Bitcoin Dips Below $66,000: What's Driving Markets Tuesday?
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July 23, 2024
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Visa Warns Cybercrime Could Rival World's Top Economies by 2025 - Reportedly Defends Against $40B In Fraud
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July 23, 2024
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SPDR ETF Report For Monday, July 22
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July 23, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Monday, July 22.
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5 ETFs Making The Most Of The Great Market Rotation
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July 20, 2024
Wall Street is currently witnessing the “Great Rotation,” with investors shunning hot technology stocks in favor of smaller companies and other sectors.
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Are Stocks Rolling Over In A Risk-Off Manner?
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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?
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EXCLUSIVE: Market Strategist Predicts 4 Winning Sectors Based On Trump Or Biden 2024 Election Victory
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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
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EXCLUSIVE: Financials 'Looking Favorable' After JPMorgan Earnings — Market Strategist Jay Woods Says Sector 'Just Joining The Party'
↗
July 18, 2024
The financial sector could outperform going forward after recent earnings reports and based on other catalysts, a market strategist tells Benzinga.
Via
Benzinga
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