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home
about us
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Firm ADV PDFs
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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
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Sample Portfolio
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Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
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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
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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
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UTILITIES SEL
(NY:
XLU
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Updated: 8:00 PM EST, Jan 7, 2026
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Stocks Level Off, S&P 500 Nears Best Week Of 2024, NVIDIA Rallies For 11th Week, Bitcoin Sinks: What's Driving Markets Friday?
↗
March 22, 2024
Stocks slightly retreated during New York’s morning session on Friday, following another robust week of gains fueled by a dovish Federal Reserve meeting, which underscored Chair Jerome Powell‘s...
Via
Benzinga
Topics
Economy
Stocks
Revisiting Utilities
↗
March 22, 2024
I have a longstanding fondness for the Dow Utilities, but I’ve been quiet about them lately. Let me dust off this topic and review a few key charts.
Via
Talk Markets
Topics
Stocks
Bulls Stampede On Fed's Dovish Signal, Nasdaq 100 Hits New Record High, DOJ Sues Apple: What's Driving Markets Thursday?
↗
March 21, 2024
Bulls are on fire in the aftermath of the Federal Reserve’s March policy meeting, igniting a rally in stocks across the board on Wall Street. The S&P 500 index surged above 5,250 points, continuing its...
Via
Benzinga
Topics
Economy
Lawsuit
The Diamond’s Not Done
↗
February 17, 2024
The diamond pattern in utilities couldn't be clearer.
Via
Talk Markets
Shorting The Broad Stock Market Is Probably Not The Best Way To Go
↗
March 15, 2024
If you want to short the stock market, it may be best to be focused rather than painting with a broad brush.
Via
Talk Markets
Tech Stocks Ease As Treasury Yields Rise, Commodity Rally Fuels Sector Rotation: What's Driving Markets Wednesday?
↗
March 13, 2024
Wednesday's session sees sectoral rotation, with tech sector losing ground while energy and materials sectors advance due to rise in commodities prices.
Via
Benzinga
Utilities On Deck
↗
March 12, 2024
As boring as the Utilities are, it is just about the only symbol around that has been steadfastly following the rules.
Via
Talk Markets
Stocks Soar On Tech Rally; Inflation Fuels Higher Yields, Bitcoin Drops Below $70,000: What's Driving Markets Tuesday?
↗
March 12, 2024
Wall Street gains on tech outperformance, but bonds, gold, and bitcoin fall after stronger-than-expected inflation report.
Via
Benzinga
Topics
Bonds
Economy
Stocks Hold Gains As Traders Opt To Challenge Fed On Hot Inflation Data; Bonds, Gold Fall: 10 ETFs Moving Tuesday
↗
March 12, 2024
Inflation report for February 2024 shows higher-than-expected figures, but investors remain unfazed. CPI and core CPI both exceed expectations.
Via
Benzinga
Topics
ETFs
Economy
S&P 500 Index Closes At Record Heights, Reaches Most Overbought Conditions Since January 2020
↗
March 07, 2024
S&P 500 index at 5,171 points, up 1% and hitting new highs. Week's rally is 17th in 19 weeks, with strong breadth and diverse sector performance.
Via
Benzinga
Topics
Stocks
Bears Prowl Wall Street As Magnificent 7 Tumble; Bitcoin Sinks After Record High: What's Driving Markets Tuesday?
↗
March 05, 2024
Wall Street indices in the red as tech stocks plunge. Tesla down 4%, Apple down 2.7%. ISM Services PMI lower than expected. Bitcoin hits record high before dropping 6%. Treasury yields down, gold up....
Via
Benzinga
Here's The Real Reason Nvidia Is The Only Stock That Matters
↗
March 04, 2024
Right now traders are crazy about Nvidia. They can’t get enough. Now that Google and Apple have lost their luster and are running flat, Nvidia is the only game in town.
Via
Talk Markets
Stocks Stall, Magnificent 7 Crack As Apple, Tesla And Google Face Headwinds; Bitcoin, Gold Eye Record Highs: What's Driving Markets Monday?
↗
March 04, 2024
It’s a quiet start to the week on Wall Street, with major stock indices hovering around the flatline as of midday in New York.
Via
Benzinga
S&P 500, Nasdaq 100 Hit Record Highs As Dollar, Treasury Yields Weaken, Chipmakers Shine, NYCB Sinks: What's Driving Markets Friday?
↗
March 01, 2024
March began on a high note on Wall Street, with tech stocks driving indices to record levels. Despite weak data and mixed Fed remarks, investors remain optimistic. Semiconductor industry continues to...
Via
Benzinga
Topics
Economy
Stocks
Following February Focus
↗
February 29, 2024
Well, that’s that. February is over, and I’m surprised this sentiment meter isn’t reading 100. Over the past four months, bears have faced relentless pressure, symbolized by the upward trajectory of...
Via
Talk Markets
Topics
Stocks
Wall Street Takes A Breather As Inflation Stays Tamed, AMD Hits Record Highs, Apple Struggles: What's Driving Markets Thursday?
↗
February 29, 2024
Wall Street exhaled a sigh of relief as the Federal Reserve’s favored gauge of inflation cooled as anticipated in January, quelling fears that an unexpected rise in the Consumer Price Index (CPI) might...
Via
Benzinga
Topics
Economy
Stocks Fall Ahead Of Fed's Inflation Data, UnitedHealth Sinks, Bitcoin Tops $61,000: What's Driving Markets Wednesday?
↗
February 28, 2024
Stocks dipped modestly following a report indicating a marginal downward revision in the U.S. economic growth rate for the last quarter of the year.
Via
Benzinga
Topics
Economy
S&P 500, Nasdaq 100 Dip, Small Caps Surge; Bitcoin Tops $57,000, 2 Biotech Stocks Skyrocket: What's Driving Markets Tuesday?
↗
February 27, 2024
On Tuesday, large-cap indices experienced a downturn, while small caps surged, reflecting investor attention on stock valuations.
Via
Benzinga
Topics
Stocks
Stock Spotlight: 3 Picks ChatGPT Urges You Not to Miss
↗
February 27, 2024
Everybody seems to want ChatGPT stock picks now that generative AI is popular with investors. Here are three recommended by the app.
Via
InvestorPlace
Topics
Artificial Intelligence
Communications, Health Sectors Lead Rally In US Stocks In 2024
↗
February 27, 2024
The strong year-to-date gain in the US stock market is broad based, led by shares in communications services and health care, based on a set of sector ETFs.
Via
Talk Markets
US Stocks Pause, Alphabet (Google) Falls On Gemini Woes, Tesla, Bitcoin Rallies: What's Driving Markets Monday?
↗
February 26, 2024
Wall Street exhibited a subdued trend to start the week, with major indices showing little change in midday trading out of New York. Investors anticipate a stream of critical economic data expected in...
Via
Benzinga
Top ETFs for Every Sector
↗
February 22, 2024
Top ETFs for all 11 S&P 500 sectors.
Via
The Motley Fool
Topics
ETFs
Stocks
What To Make Of Nvidia’s Earnings
↗
February 21, 2024
Stocks got a little shot in the arm in the last hour of trading on the expectation that Jensen Huang and the Nvidia board would have good news for them.
Via
Talk Markets
Four Charts Every Trader Needs To See Today
↗
February 17, 2024
As I’ve noted previously, the S&P 500 is quite extended above both its 10-week moving average (same as the 50-DMA) as well as the 40-week moving average (same as the 200-DMA).
Via
Talk Markets
Topics
Stocks
S&P 500, Nasdaq 100 Snap 5-Week Streak As Hot Inflation Prints Dent Tech Stocks
↗
February 16, 2024
S&P 500 and Nasdaq 100 ended 5-week winning streak due to higher than expected inflation reports, raising concerns about Fed rate cuts. Treasury yields rose, impacting markets negatively. Tech,...
Via
Benzinga
Topics
ETFs
Economy
Stocks
Stocks Rebound As Investor Focus Shifts To Earnings, Bitcoin Tops $1 Trillion Value: What's Driving Markets Wednesday?
↗
February 14, 2024
The U.S. stock market attempted a rebound following Tuesday’s declines, which were sparked by a higher-than-expected inflation report in January, as investors refocused on corporate earnings.
Via
Benzinga
Topics
Economy
VIX Hits 3-Month High: Market Turns To Stocks Braving 'Last Mile In The Inflation Battle'
↗
February 14, 2024
Small caps & growth stocks out, utilities & energy in after surprise inflation reading plunges US equity markets.
Via
Benzinga
Topics
Economy
Stocks
Markets Tumble, VIX Up 8% On Hot Inflation Data, Dollar, Yields Jump As Traders Unwind Rate Cut Bets: What's Driving Markets Tuesday?
↗
February 13, 2024
Wall Street witnessed one of the worst sessions since the beginning of the year, with widespread declines across the board as stocks were hit by the impact of a higher-than-expected inflation report.
Via
Benzinga
Topics
Economy
Stocks
Is Duke Energy stock ready to power up in 2024?
February 13, 2024
Despite an earnings miss, solid fundamentals and a more attractive valuation make DUK stock attractive for investors looking to stay ahead of inflation
Via
MarketBeat
Topics
Earnings
The Demise Of Sinewaves: A Tale Of Unfulfilled Promise
↗
February 12, 2024
A few weeks back, it seemed I had stumbled upon some kind of holy grail in the form of sinewaves. Sadly, wouldn’t you know it, that the history of sinewave-compliance was ready to be dead and buried
Via
Talk Markets
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