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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
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
Featured Articles
Contrarian Notes Blog
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HEALTHCARE
(NY:
XLV
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154.74
+0.92 (+0.60%)
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Updated: 8:00 PM EST, Jan 30, 2026
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Did Santa Claus Claus Leave Town A Day Early?
↗
January 02, 2024
With the exception of the Dow, stocks are down hard to begin the new calendar year.
Via
Talk Markets
Topics
Stocks
3 Biotech Stocks Set for Breakthroughs in 2024
↗
January 02, 2024
With groundbreaking advancements in new medicine and science, 2024 holds a promising future for these biotech stocks.
Via
InvestorPlace
Tech Drags On Wall Street As 2024 Kicks Off; Dollar and Treasury Yields Surge: What's Driving Markets Tuesday?
↗
January 02, 2024
Wall Street kicked off 2024 on a weaker note, with the S&P 500 dipping by 0.5%, and the Nasdaq 100 experiencing a 1.4% decline in midday trading in New York.
Via
Benzinga
2023 Russell 1,000 Average Stock Performance By Sector
↗
January 02, 2024
2023 turned out to be a fantastic year for stocks after a horrible 2022.
Via
Talk Markets
The Short-Term Uptrend May Be On Its Last Legs
↗
December 31, 2023
Believe it or not, the short-term uptrend looks set to continue, but it does appear to be on its last legs. It's time to prepare for a pullback in prices by having cash to deploy back into stocks when...
Via
Talk Markets
Upward Trajectory For Biotech/Pharma M&A: Sector Trends Towards Pre-Pandemic Levels, Forecasts Positive For 2024
↗
December 29, 2023
According to the Global Data report, the pharma sector in Q3 2023 witnessed deals worth $28 billion, down 28% from the $54 billion recorded in Q2 2023.
Via
Benzinga
S&P 500 Stuck In 4600-4800 Limbo For 2024? Wells Fargo Pinpoints 3 'Favored Sectors' For Next Year
↗
December 26, 2023
Wells Fargo Investment Institute has a 4600-4800 year-end 2024 target for the S&P 500 Index and 2000-2200 for the MSCI EAFE Index. Favored sectors are Health Care, Industrials, and Materials.
Via
Benzinga
Topics
Stocks
Wall Street Sees Post-Holiday Gains, Oil Rallies, Intel Leads: What's Driving Markets Tuesday?
↗
December 26, 2023
The U.S. stock market saw modest gains in a session characterized by low trading volumes following the Christmas holiday. The S&P 500 Index gained 0.3% during midday trading in New York, eyeing its...
Via
Benzinga
Align Technology: Protected by more factors than any other stock
December 26, 2023
Jobs are flowing to the healthcare space, and investment dollars are finding a home in stocks like Align Technology, even the CEO thought it to be the best
Via
MarketBeat
Pfizer's chaotic year wraps up with plunging stock, grim guidance
December 21, 2023
Pfizer's tumultuous 2023 included a 41.84% stock plunge as revenue from Covid drugs fell. Disappointing 2024 guidance resulted in analysts slashing targets.
Via
MarketBeat
3 Stocks With the Potential to Be 2024’s Company of the Year
↗
December 18, 2023
Finding the top stocks for 2024 is like looking for a needle in a haystack. Nonetheless, some of these names could be company of the year.
Via
InvestorPlace
Santa Rally Boosts Real Estate Stocks: 5 ETF Picks To Ride The Fed Rate Cut Wave
↗
December 14, 2023
Federal Reserve Chair Jerome Powell signals possible rate cuts in 2024, sending real estate stocks soaring to outperform all other sectors in the S&P 500.
Via
Benzinga
Topics
ETFs
Economy
Stocks
Cigna Drops Humana Merger, Opts For $10 Billion Buyback Strategy
↗
December 10, 2023
In a recent development in the health insurance sector, Cigna Corporation (NYSE: CI) has withdrawn from its proposed merger with Humana Inc. (NYSE:
Via
Benzinga
UAW's Return To Work Pushes US Jobs Growth Higher, But Dark Clouds Hover Over Retail Sector
↗
December 08, 2023
Nearly a quarter of the 199,000 jobs added in November were due to returning UAW strikers. Here's a deeper dive into the numbers.
Via
Benzinga
Wall Street Revels In Gains As AI, Tech Titans Surge; Dollar Plunges Against Yen: What's Driving Markets Thursday?
↗
December 07, 2023
Wall Street was enjoying a bullish Thursday afternoon, propelled by AI stocks and tech giants, as investors grew increasingly optimistic about the disruptive technology.
Via
Benzinga
Topics
Artificial Intelligence
SPDR ETF Report For Monday, Dec. 4
↗
December 04, 2023
A review of the day's trading in various SPDR-ETF markets for the trading day.
Via
Talk Markets
Topics
ETFs
Fed Rate Cut Speculations Rattle Stocks, Commodities Slide, Bitcoin Shines: What's Driving Markets Monday?
↗
December 04, 2023
Stocks opened the first week of December with significant losses, driven by some emerging concerns of exaggerated rate cut speculations within the trading community.
Via
Benzinga
Topics
Economy
Mega merger in the works? Humana, Cigna explore big deal
December 02, 2023
Humana and Cigna are exploring a merger, aiming to conclude the deal before year-end, creating a healthcare giant with a potential market value of $137 billion.
Via
MarketBeat
Stocks, Gold, Bonds Rally Further, Dollars Tumbles As Traders Anticipate Fed Cuts: What's Driving Markets Friday?
↗
December 01, 2023
Kicking off the new month, Wall Street continued its strong November momentum, with major U.S. stocks rallying on Friday.
Via
Benzinga
Topics
Economy
S&P 500, Nasdaq Slip As Tech Underperforms, Oil Reacts to OPEC+: What's Driving Markets Thursday?
↗
November 30, 2023
Thursday’s trading session on Wall Street presents a mixed picture, characterized by notable fluctuations in major indices. While tech-heavy benchmarks like the S&P 500 and the Nasdaq 100 are...
Via
Benzinga
Topics
Stocks
Chilling 2024 S&P 500 Outlook: Why JPMorgan Analysts Project Nightmare Scenario For Stocks
↗
November 30, 2023
JP Morgan is bearish on the US stock market in 2024, predicting an 8% drop. They point to rich valuations, aging cycle, restrictive monetary policy, geopolitical risks, and rising debt costs as factors...
Via
Benzinga
Topics
Stocks
Thoughts For Thursday: No Pre-Santa Rally Correction In Sight But No Rally Either
↗
November 30, 2023
Talk of a pre-Santa Claus rally, market correction have yet to materialize but the same can be said of the rally itself. Yesterday, the stock market remained in same static mode.
Via
Talk Markets
ETFs In Focus As Buffett's Cash Surge Indicates A Likely Recession
↗
November 29, 2023
According to Steve Hanke, Berkshire Hathaway’s increasing cash reserves indicate the possibility that ‘The Oracle of Oklahoma’ is bracing for a projected economic downturn or even a recession, waiting...
Via
Talk Markets
Topics
ETFs
Economy
Stocks Drift Higher On Stronger GDP Data, Oil Rebounds As OPEC+ Mulls Cuts: What's Driving Markets Wednesday?
↗
November 29, 2023
Stocks are experiencing their 16th green session out of the 20 so far in November, with the S&P 500 index reaching its highest level since early August, and the Nasdaq 100 just 4.4% below its all-time...
Via
Benzinga
These are the top sectors for blue chip growth in 2024
November 29, 2023
The sector results will be mixed in 2024 but the Health Care, Communications and Technology sectors (and some of their stocks) will post robust gains.
Via
MarketBeat
Topics
Economy
Intellectual Property
J&J, Gilead, BMS: A look at undervalued dividend payers
November 29, 2023
J&J, Gilead and Bristol Myers are among healthcare stocks with defensive qualities amid market volatility and a potential economic slowdown
Via
MarketBeat
US Stocks Rebound As Treasury Yields, Dollar Fall On Dovish Fed Remarks, Gold Hits $2,040: What's Driving Markets Tuesday?
↗
November 28, 2023
U.S. stocks experienced a welcome resurgence on Tuesday, buoyed by the latest comments from Federal Reserve officials.
Via
Benzinga
Topics
Economy
US Stocks Slip, Tech Rises On Solid Holiday Sales, Treasury Yields Soften: What's Driving Markets Monday?
↗
November 27, 2023
U.S. stocks are kicking off the week with a slight dip, as all major indices trade in the red in New York, except for the tech stocks of the Nasdaq 100, which are showing positive momentum following...
Via
Benzinga
Biotech And Healthcare Portfolio Playbook For December 2023/24
↗
November 27, 2023
We are having a great but choppy market recovery over the past four weeks and it looks like it should continue through to the next earnings cycle in January.
Via
Talk Markets
Stocks Notch 4th Week Of Gains - Tech Falters As Yields Rise; Gold Steady At $2,000: Friday's Market Recap
↗
November 24, 2023
U.S. stocks marked their fourth consecutive week of gains, the longest winning streak since June, in a week marked by thinner trading volumes due to the Thanksgiving and Black Friday holidays.
Via
Benzinga
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