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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
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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
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TAF sm Program
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Quarterly Performance Reports
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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TAV Program
Services, Fees and Compensation
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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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
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VanEck Semiconductor ETF
(NQ:
SMH
)
360.13
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Updated: 4:15 PM EST, Dec 31, 2025
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Fed To The Rescue
↗
October 11, 2023
The key event of yesterday though was the array of dovishly reassuring Fed speakers providing the initial risk-on rally fuel. Expect the FOMC minutes to be released later today, to be still on the more...
Via
Talk Markets
Topics
Economy
A Closer Look At Long Bonds And The U.S. Dollar
↗
October 10, 2023
The next direction of the long bonds is crucial in determining the macro.
Via
Talk Markets
Topics
Bonds
Super Strong Semis
↗
October 10, 2023
NVDA is very robust, and until it starts to break down, the SMH is just going to keep marching on.
Via
Talk Markets
What We Will Use To Ascertain Market’s Next Moves
↗
October 09, 2023
Should oil and PMs start to outperform the SPY, then the inflation conversation begins to dominate. Hence, right now, risk-on prevails.
Via
Talk Markets
Topics
Economy
The Canary In The Silicon Mine
↗
October 08, 2023
US equity markets were under extreme pressure in September and part of August as the Fed has been relentless in trying to bring inflation down. The jump in interest rates has been extreme, ranking as...
Via
Talk Markets
Topics
Economy
Semis Soften As 10Y Hits 4.7%
↗
October 03, 2023
A discussion about tech, volatility, and bonds.
Via
Talk Markets
Let’s Light This Candle
↗
September 16, 2023
My two ETF obsessions are SMH (semiconductors) and XLU (utilities). I was delighted to see a shooting star reversal pattern on XLU on Friday.
Via
Talk Markets
Topics
ETFs
3 Semiconductor Stocks to Sell While You Still Can
↗
October 04, 2023
Chip-producing companies have seen substantial gains over recent years, but these semiconductor stocks to sell should be left behind.
Via
InvestorPlace
Top Ranked ETFs That Crushed The Market YTD
↗
October 03, 2023
Here are five ETFs from different corners that have easily crushed the benchmark by wide margins so far this year.
Via
Talk Markets
Topics
ETFs
Q4 Stock Predictions: 3 Tech Funds Ready to Roar Into 2024
↗
October 02, 2023
As the year comes to an end, expectations are rising higher for the potential future in these tech stocks to buy.
Via
InvestorPlace
Delightful Dozen
↗
September 29, 2023
In this video, Tim Knight reviews the action in 12 major ETFs
Via
Talk Markets
Topics
ETFs
Risk-Off Odds Rising As Markets Retreat And Bond Yields Rise
↗
September 27, 2023
The downturn in the ratio for aggressive vs. conservative asset allocation ETFs is still modest and has yet to signal a downside regime change.
Via
Talk Markets
Topics
ETFs
Here's Why The S&P 500 May Be Heading To 4,200
↗
September 23, 2023
In this video, I discuss how the S&P 500 may be heading lower this week, with the JPM Collar set to expire on Friday.
Via
Talk Markets
Topics
Stocks
5 Top Technology ETFs YTD With More Upside Potential
↗
September 22, 2023
Technology has turned out to be the most profitable sector so far this year, driven by the artificial intelligence boom, easing inflation, and a surge in “magnificent seven.”
Via
Talk Markets
Topics
Artificial Intelligence
ETFs
Economy
Nvidia Counts On Market Bounce To Shake Three-Week Pullback
↗
September 22, 2023
Chipmaker Nvidia hopes to shake off the gloom soon as Nvidia stock investors cool from advances in artificial intelligence.
Via
Investor's Business Daily
Rates Explode Higher On September 21 Tanking Stocks, But Now Its Time To Watch Spreads
↗
September 21, 2023
Stocks were hammered today as rates increased following hotter-than-expected initial jobless claims and the Fed’s less-than-impressive performance on September 20. The 10-year rate rose 7 bps to 4.48%,...
Via
Talk Markets
Topics
Economy
“What A Girl Wants” Stock Market (and Sentiment Results)…
↗
September 21, 2023
So while we believe in the intermediate-term secular story in Oil, we made our play from 2020-2022.
Via
Talk Markets
The Stock Market Bet Wrong On Fed Rate Cuts
↗
September 20, 2023
Stocks finished lower for the day, following more hawkish-than-expected projections from the Fed for 2024 and 2025.
Via
Talk Markets
Topics
Economy
Three ETFs Suggest Further Downside As Conditions Worsen For Growth Stocks - A Technical Review Of SMH, ITB, And AGG
↗
September 20, 2023
This past week had all the potential to see a revival of the great bull market of 2023. The September inflation data, Apple’s latest product announcements, and Arm’s IPO all seemed had the possibility...
Via
Benzinga
Topics
ETFs
Economy
Initial Public Offering
Pre-FOMC ETF Review
↗
September 20, 2023
In this video, Tim Knight reviews the action in 20 major ETFs before the major FOMC meeting due today.
Via
Talk Markets
Topics
ETFs
Putting A Stake In The Ground
↗
September 17, 2023
Let’s get serious about the semiconductor index. This beast has a perfectly good chance of completing a relatively small but spectacularly well-formed head-and-shoulders top.
Via
Talk Markets
Excitement Over ARM IPO And AI But Slew Of Economic Data Shows Hotter Economy
↗
September 14, 2023
To gain an edge, this is what you need to know today.
Via
Benzinga
Topics
Artificial Intelligence
Initial Public Offering
Fresh Look At Long Bonds
↗
September 14, 2023
As long as the S&P 500 outperforms long bonds (TLT) risk is on.
Via
Talk Markets
Topics
Bonds
Stocks
3 Semiconductor Stocks to Invest In for Big-Time, Long-Term Gains
↗
September 13, 2023
The coming artificial intelligence and quantum computing booms make these stocks a few of the top semiconductor stocks to buy.
Via
InvestorPlace
Topics
Artificial Intelligence
CPI Report Sends Ripples Through 5 Key ETFs: Banks Stumble, Bonds Waver, Tech Resilient
↗
September 13, 2023
Via
Benzinga
Finding And Trading Instrument Bottoms
↗
September 12, 2023
GDX has been difficult to trade all year. The ETF is a sell when it looks amazing and a buy when it looks horrid.
Via
Talk Markets
Topics
ETFs
TEVA - A Pharma Stock To Watch
↗
September 11, 2023
TEVA is one of the few instruments that has handily cleared its July 6-month calendar range high. The 50 daily moving average is about to cross or golden cross the 200-DMA and enter a bullish phase.
Via
Talk Markets
Will Semiconductors Double Top Take Stocks Down?
↗
September 08, 2023
These concerns are on full display in today’s chart 4-pack. As you can see, the market-leading Semiconductors Sector ETF has outperformed major stock indices like the Nasdaq 100, Nasdaq Composite, and...
Via
Talk Markets
Topics
ETFs
Stocks
Washington Set To Launch Probe Into Huawei's Recent Cutting-Edge Mobile Phone Technology
↗
September 07, 2023
Why the latest smartphone from Huawei is causing ripples in the U.S.
Via
Benzinga
Technical Correction Or Return Of The Bear Market?
↗
September 06, 2023
The QQQ chart right now has a few key aspects.
Via
Talk Markets
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