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home
about us
Investment Approach
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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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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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Fed Stress Test 2024: Large Banks Face Greater Losses But Maintain Strong Capital Positions In Severe Recession Scenario
↗
June 26, 2024
Annual bank stress test shows large banks can withstand severe recession with sufficient capital and meet minimum requirements. Lessons learned from 2023 crisis. Higher losses due to riskier balance...
Via
Benzinga
Topics
Credit Cards
Economy
Judge Tosses The Card: Visa-Mastercard Swipe Fee Settlement Reportedly Rejected
↗
June 26, 2024
Judge dismisses $30B antitrust settlement between Visa and Mastercard, could lead to better deal or trial. Merchants argue fees still too high.
Via
Benzinga
SPDR ETF Report For Tuesday, June 25
↗
June 26, 2024
Via
Talk Markets
Topics
ETFs
Has the Summer Stock Market Rally Peaked?
June 25, 2024
Major pullbacks in NVIDIA (NASDAQ: NVDA) and the VanEck Semiconductor ETF (NASDAQ: SMH) raise concerns about the summer rally peaking.
Via
MarketBeat
Topics
Artificial Intelligence
ETFs
SPDR ETF Report For Monday, June 24
↗
June 25, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Monday, June 24.
Via
Talk Markets
Topics
ETFs
The Only Stock That Matters… And The Only Sector That Counts
↗
June 24, 2024
The S&P 500 had trouble lifting off today, courtesy of a thousand-pound weight: NVDA. Today’s price action shows once again that this is the stock. Nine other sectors actually finished higher for the...
Via
Talk Markets
Topics
Stocks
Semiconductor, Nvidia Woes Deepen; Nasdaq 100 Slips, Dow Rallies; Bitcoin Sinks To $60,400: What's Driving Markets Monday?
↗
June 24, 2024
Wall Street faces a continuation of last week’s trend during Monday’s morning trading, with semiconductor stocks selling off heavily and dragging down the tech sector, while the broader market remains...
Via
Benzinga
Topics
Stocks
US Bank Stress Tests This Week, Analyst Expects Improvement: 8 Stocks, 3 ETFs To Watch
↗
June 24, 2024
U.S. banking sector anticipates improved capital buffers in 2024 stress test, results to be released on June 26. Bank of America expects manageable surprises, closely monitoring Ally, Goldman Sachs,...
Via
Benzinga
Topics
ETFs
3 Stock Market Sectors Poised for Momentum in Q3
June 24, 2024
The Financials, Utilities, and Industrials are three sectors building bases ahead of potential significant directional moves in the third quarter.
Via
MarketBeat
Topics
Artificial Intelligence
ETFs
What Going On With JP Morgan Shares Today?
↗
June 24, 2024
JPMorgan Chase announced expansion plans in South Florida, including a new office in West Palm Beach & renovation of its Miami office.
Via
Benzinga
3 Top Financial Sector Stocks to Invest in Now
June 24, 2024
After several weeks of consolidating, the XLF and a handful of financial stocks might be setting up for a bullish move and potential outperformance in Q3.
Via
MarketBeat
Topics
ETFs
Market Could Take Normal, Routine Pause After Record Highs, Strategist Says: 'Now's The Time If You Have Profits To Book Them'
↗
June 21, 2024
A leading market strategist sees a pause coming after major indexes hit all-time highs and Nvidia valuation soars. A look at the reasoning and where investors could look instead.
Via
Benzinga
Stocks Stall As Chip Sector Struggles To Rebound; Dollar Eyes 7-Week Peak, Gold, Bitcoin Retreat: What's Driving Markets Friday?
↗
June 21, 2024
Wall Street is experiencing a subdued and low volatility trading day Friday, despite the session coinciding with the “triple witching” day, with over $5.1 trillion of notional options exposure...
Via
Benzinga
SPDR ETF Report For Thursday, June 20
↗
June 21, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Thursday, June 20.
Via
Talk Markets
Topics
ETFs
SPDR ETF Report For Tuesday, June 18
↗
June 19, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Tuesday, June 18.
Via
Talk Markets
Topics
ETFs
SPDR ETF Report For Monday, June 17
↗
June 18, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Monday, June 17.
Via
Talk Markets
Topics
ETFs
Tech: Yes, The Best Players Are Scoring A Lot Of Points - And That's Normal
↗
June 16, 2024
It's not a bad thing for America, Americans, or the American stock market that the largest companies in the country are going up in price. The best players are scoring a lot of points. That's perfectly...
Via
Talk Markets
Nasdaq 100, S&P 500 Close At Record Highs As Tech Stocks Reclaim Dominance: Thursday's Gainers & Losers
↗
June 13, 2024
The Nasdaq 100 index posted its fourth consecutive session in the green on Thursday, closing at 19,576 points and reaching all-time highs.
Via
Benzinga
Topics
Stocks
Visa Unveils Major Upgrades to SavingsEdge for Small Business Growth: Here's What's New
↗
June 13, 2024
Visa (NYSE: V) relaunches SavingsEdge program for small businesses in US and Canada, offering savings and tools for growth. Stock up 21% in past year.
Via
Benzinga
The Tech Divergence Has Grown To Epic Proportions
↗
June 12, 2024
The markets exploded on cooler inflation numbers - just a hint of selling activity but it didn’t last at all.
Via
Talk Markets
Topics
Economy
Bulls Push Wall Street To Record Highs On Declining Inflation; Tech, Real Estate, Small Caps Surge Ahead Of Fed Meeting: What's Driving Markets Wednesday?
↗
June 12, 2024
A lower-than-expected inflation report for May ignited a bullish frenzy on Wall Street, with investors increasing their bets on rate cuts, bolstered by growing confidence that the Federal Reserve will...
Via
Benzinga
Topics
Economy
Autodesk's Quarterly Results Could Drive It Back to Recent Highs
June 12, 2024
Autodesk stock is looking to come back to its recent highs after a strong set of quarterly financial results, Wall Street analysts think it could rally to $320
Via
MarketBeat
Topics
Artificial Intelligence
Stocks Ease Ahead Of Wednesday's Key Events, Apple Jumps To Record Highs, Bitcoin Tumbles To $66,500: What's Driving Markets Tuesday?
↗
June 11, 2024
Wall Street traded slightly in the red on Tuesday morning as markets took a cautious stance ahead of the inflation report and the Federal Open Market Committee (FOMC) meeting on Wednesday.
Via
Benzinga
Topics
Economy
Can Robinhood Stock Double Again in 2024? Here's Why It Might
June 11, 2024
Robinhood stock has already doubled in the past year, but today's KPI trends show investors how the stock could double again before 2024 is over
Via
MarketBeat
Market Stays Flat As Investors Anticipate Key Economic Events; Energy Stocks Lead Gains, Regional Banks Decline: What's Driving Markets Monday?
↗
June 10, 2024
Wall Street is experiencing a quiet trading session on Monday, with major indices showing little movement by midday in New York, as traders maintain a cautious stance ahead of the highly anticipated...
Via
Benzinga
Topics
Economy
3 Dividend Growth Stocks to Buy Hand Over Fist in June
↗
June 09, 2024
If you are looking for dividend growth stocks in June, this trio is worth a deeper dive -- particularly if you favor high yields and consistency.
Via
The Motley Fool
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
SPDR ETF Report For Thursday, June 6
↗
June 07, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Thursday, June 6.
Via
Talk Markets
Topics
ETFs
SPDR ETF Report For Wednesday, June 5
↗
June 06, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Wednesday, June 5.
Via
Talk Markets
Topics
ETFs
SPDR ETF Report For Tuesday, June 4
↗
June 05, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Tuesday, June 4.
Via
Talk Markets
Topics
ETFs
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