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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
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Event Schedule
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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
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Energy Select Sector SPDR
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Leading And Lagging Sectors For November 18, 2024
↗
November 18, 2024
Via
Benzinga
5 Sector ETFs To Gain Under Trump Presidency
↗
November 17, 2024
Let’s delve into sectors that may benefit from the Trump administration and the ETFs worth betting on.
Via
Talk Markets
Topics
ETFs
Government
Leading And Lagging Sectors For November 15, 2024
↗
November 15, 2024
Via
Benzinga
Elliott Investment Management Adds To Southwest, Western Digital, Etsy, Match Group; Trims BILL Holdings, Seadrill, BlackLine, NRG Energy In Q3
↗
November 14, 2024
Elliott Investment Management was busy in the third quarter. According to a new 13-F filing with the SEC, the activist made several portfolio moves, with multiple new positions focused around travel...
Via
Benzinga
Topics
Regulatory Compliance
Leading And Lagging Sectors For November 14, 2024
↗
November 14, 2024
Via
Benzinga
Republicans Set To Hold Slim House Majority: What It Means For Energy, Financial, Defense Sectors
↗
November 13, 2024
Trump's win secures Republican control of the House and Senate, allowing for swift implementation of policy changes, potentially reshaping economic and energy sectors.
Via
Benzinga
Topics
Government
What's Going On With Exxon Mobil (XOM) Stock?
↗
November 13, 2024
Exxon Mobil shares have remained flat over the past week since Donald Trump's presidential election win. Investor may be cautious about how Trump's energy policies may impact the oil and gas giant.
Via
Benzinga
Topics
Government
Leading And Lagging Sectors For November 13, 2024
↗
November 13, 2024
Via
Benzinga
SPDR ETF Report For Tuesday, Nov 12
↗
November 13, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Tuesday, November 12.
Via
Talk Markets
Topics
ETFs
Exxon Mobil Sells $1 Billion in Permian Basin Assets to Focus on Shale: Report
↗
November 12, 2024
Exxon Mobil to sell $1 billion Permian Basin assets to focus on shale production, aligning with strategy to invest in high-value assets.
Via
Benzinga
Leading And Lagging Sectors For November 12, 2024
↗
November 12, 2024
Via
Benzinga
Leading And Lagging Sectors For November 11, 2024
↗
November 11, 2024
Via
Benzinga
Sector ETFs: Major Provider Comparisons
↗
November 10, 2024
This article will focus on broad sector ETFs, especially homing in on sectors with the same name as the sectors of the Global Industry Classification Standard introduced by Standard and Poor’s jointly...
Via
Talk Markets
Topics
ETFs
Trump’s Return: Which Sectors Will Benefit Most?
November 09, 2024
A Trump presidency is reshaping the stock market, creating sector-specific opportunities and risks demanding careful evaluation for strategic investing.
Via
MarketBeat
Topics
Economy
Government
Stocks
Trump’s Election: How It Affects The Energy Sector
↗
November 08, 2024
The energy sector surged the day after Donald Trump’s 2024 presidential victory, with the Energy Select Sector SPDR Fund climbing nearly 4%.
Via
Talk Markets
Topics
Government
SPDR ETF Report For Thursday, Nov 7
↗
November 08, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Thursday, November 7.
Via
Talk Markets
Topics
ETFs
Top 3 Sectors Outperforming After Trump’s Victory
November 07, 2024
The market surged to record highs following Trump’s 2024 election win, with the energy sector, financial sector, and small-cap stocks outperforming.
Via
MarketBeat
Topics
ETFs
Government
World Trade
SPDR ETF Report For Wednesday, Nov 6
↗
November 07, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Wednesday, November 6.
Via
Talk Markets
Topics
ETFs
Forget Fear - The Markets Are In Full-On “Greed Mode”
↗
November 06, 2024
If you’ve been watching the markets for a while, you’ll know they’ve been anticipating the outcome of the election for a few weeks now. Price action “knew” how it was going to play out.
Via
Talk Markets
How Did S&P 500 Sectors Perform During Trump's First Term? Could This Time Be Different?
↗
November 06, 2024
Trump's first presidential term (2016-2020) brought varied performance across S&P 500 sectors. Tech and consumer discretionary sectors led, while energy struggled. Solar stocks soared. Here's a look at...
Via
Benzinga
Topics
Government
Stocks
S&P 500, Dow Hit Record Highs After Trump Win; Fear Index Drops 20%
↗
November 06, 2024
Market surges to record highs after Trump's election, Republicans win Senate majority. Tech and small-caps up, VIX drops 22%.
Via
Benzinga
Topics
Government
Stocks
Tesla, GM, Norwegian Cruise Push Consumer Discretionary Ahead Of S&P 500 On Election Day
↗
November 06, 2024
Election Day saw strong gains in the Consumer Discretionary sector, with the XLY fund outpacing the S&P 500. GM, Tesla, and Norwegian Cruise Line drove the sector's performance, signaling optimism for...
Via
Benzinga
Topics
Stocks
Trump's Return To White Won't Have 'Shocking Effect' On US Clean Energy Growth, Say Analysts
↗
November 06, 2024
Trump's presidency is anticipated to pivot U.S. energy policy back towards oil and gas production.
Via
Benzinga
Topics
Government
Oil Stock Doing Well Was Turbocharged By Election Result
↗
November 06, 2024
TechnipFMC was in good shape before Trump's reelection. Over the past four quarters it reported EPS growth ranging from 205% to 1,000%-plus.
Via
Investor's Business Daily
Topics
Government
Tropical Storm Rafael Could Make US Landfall: 11 Stocks, ETFs To Watch
↗
November 05, 2024
2024 hurricane season continues with deadly storms, threatening the Gulf Coast and potentially impacting companies such as Exxon Mobil, Chevron and Generac.
Via
Benzinga
Topics
ETFs
Wall Street Rallies On Election Day, Palantir Skyrockets, Bitcoin Tops $70,000: What's Driving Markets Tuesday?
↗
November 05, 2024
Wall Street rallied on Tuesday as improved investor sentiment aligned with millions of Americans casting their votes for the 47th president.
Via
Benzinga
What Today’s Volatility Tells Us About Tomorrow’s Election
↗
November 04, 2024
Let's take a look at the volatility picture as it stands today, and see what the volatility markets are telling us about the election.
Via
Talk Markets
Innovating Fixed Income: How Corporate Behavior Shapes New S&P DJI Fixed Income Benchmarks
↗
November 04, 2024
In recent years, fixed income indices have evolved to consider additional factors beyond traditional financial metrics.
Via
Talk Markets
Topics
Stocks
Wall Street Struggles Ahead Of Election Day, Energy Sector Outperforms, Solar Stocks Rise: What's Driving Markets Monday?
↗
November 04, 2024
The U.S. stock market struggled to gain momentum on Monday as investors remained cautious ahead of Election Day on Tuesday.
Via
Benzinga
Oil Prices Spike By Over 3% As OPEC+ Delays Production Increases Ahead Of US Elections: 5 Energy ETFs To Watch Monday
↗
November 04, 2024
The Biden-Harris administration has imposed extensive sanctions on Russia; a second Trump administration would likely nix those sanctions.
Via
Benzinga
Topics
ETFs
Government
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1
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