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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
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
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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
EVENTS
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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
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MARKET RESEARCH
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Leading And Lagging Sectors For November 26, 2024
↗
November 26, 2024
Via
Benzinga
LNG’s Carbon Footprint Might Be Lower Than Expected
↗
November 25, 2024
Liquefied natural gas (LNG) has transformed global energy markets, in large part because of U.S. emergence as a leading exporter.
Via
Talk Markets
Topics
Commodities
Energy
This Inflationary Sector Bounce Won’t Last
↗
November 25, 2024
Over the past few weeks, we’ve seen a nice bounce in so-called “inflationary” sectors.
Via
Talk Markets
Topics
Stocks / Equities
Russell 2000, Dow, S&P 500 All Achieve Record Highs In Wall Street's Historic Day; Bitcoin, Gold Tumble: What's Driving Markets Monday?
↗
November 25, 2024
A mix of easing global geopolitical tensions, post-election bullish momentum and favorable seasonal trends propelled major U.S.
Via
Benzinga
Topics
Stocks
Leading And Lagging Sectors For November 25, 2024
↗
November 25, 2024
Via
Benzinga
Is Tech Losing Its Edge? Big Moves Coming Next Week
↗
November 22, 2024
This week, the S&P 500 has been hugging the upper edge of its expected move with precision, and next week’s $72 expected move in 3.5 trading days is aggressive for a holiday week.
Via
Talk Markets
Topics
Bonds
Futures
Stocks
Asset Class/Key ETF Performance Since Election Day 2024
↗
November 22, 2024
While it may feel like the stock market has gone gangbusters since the close on 11/5, the S&P 500 ETF is up just over 3%, while the mega-cap Tech-heavy Nasdaq 100 is up even less at 2.5%.
Via
Talk Markets
Topics
ETFs
Stocks
Easing Into The Weekend
↗
November 22, 2024
After an eventful month and week, markets are looking to slide into the weekend on a quiet note as US equity futures are little changed on either side of the flatline.
Via
Talk Markets
Topics
ETFs
Leading And Lagging Sectors For November 22, 2024
↗
November 22, 2024
Via
Benzinga
Leading And Lagging Sectors For November 21, 2024
↗
November 21, 2024
Via
Benzinga
Stocks Fall Ahead Of Nvidia Earnings, Dollar Resumes Gains, Bitcoin Reaches New Record Highs: What's Driving Markets Wednesday?
↗
November 20, 2024
Investor sentiment remained subdued on Wednesday as escalating geopolitical tensions weighed on risk assets ahead of the week’s most anticipated event: Nvidia Corp.’s (NASDAQ:NVDA) third-quarter...
Via
Benzinga
Leading And Lagging Sectors For November 20, 2024
↗
November 20, 2024
Via
Benzinga
Stocks Move Higher, Walmart Hits Record High, Natural Gas Reaches 5-Month Peak: What's Driving Markets Tuesday?
↗
November 19, 2024
Wall Street managed to recover from a red start caused by heightened geopolitical tensions stemming from the ongoing Russia-Ukraine conflict.
Via
Benzinga
Topics
Energy
Traders Are Flocking Back to Oil: What’s Fueling the Optimism
November 19, 2024
Oil prices have started to break out of their channel in recent quarters, making traders flock back into the momentum. Three ways show up to play this
Via
MarketBeat
Topics
Economy
Leading And Lagging Sectors For November 19, 2024
↗
November 19, 2024
Via
Benzinga
How API’s Roadmap Aims To Shape U.S. Energy Policy
↗
November 18, 2024
The American Petroleum Institute (API) has published a comprehensive Five-Point Policy Roadmap with the goal of securing American energy leadership, protecting consumers, and reducing...
Via
Talk Markets
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
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