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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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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FINANCIAL SEL
(NY:
XLF
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54.93
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Updated: 8:00 PM EST, Jan 2, 2026
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SPDR ETF Report For Tuesday, June 4
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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.
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Too Good To Be True: NYSE Cancels Trades On Berkshire Hathaway Stock Purchased During 99% Discount Glitch
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June 04, 2024
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SPDR ETF Report For Monday, June 3
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June 04, 2024
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These Rotations And Divergences Scream “Volatility Ahead!”
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May 31, 2024
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May 15, 2024
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May 31, 2024
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SPDR ETF Report For Thursday, May 30
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May 31, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Thursday, May 30.
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Mastercard Looks To Fight Cyber Threats: What's Going On With Credit Card Company's Shares Thursday?
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May 30, 2024
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May 30, 2024
Despite being in a period of economic uncertainty, higher rates and higher premiums, these insurance stocks to sell are underperforming.
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SPDR ETF Report For Wednesday, May 29
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May 30, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Wednesday, May 29.
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Bond Battering Drags Stocks And Commodities Lower
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May 29, 2024
The past few U.S. Treasury auctions have attracted weak demand, particularly from foreign buyers. That’s dragged bond prices lower and pushed yields higher.
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May 29, 2024
It was likely that S&P 500 wasn‘t to sustain premarket gains following the opening bell, allowing for locking in open gains in our intraday channel.
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SPDR ETF Report For Tuesday, May 28
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May 29, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Tuesday, May 28.
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Are Cracks Starting To Appear As Stocks Fly Into The Holiday Weekend?
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May 25, 2024
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SPDR ETF Report For Thursday, May 23
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Mastercard Teams Up With Synchrony And Virgin Red For New Travel Rewards Credit Card: Details
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May 23, 2024
Mastercard has signed a deal with Synchrony and Virgin Red for a new credit card program. Virgin Red Rewards Mastercard to launch in 2024.
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SPDR ETF Report For Wednesday, May 22
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May 23, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Wednesday, May 22.
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Stocks Falter, Metals Fall As Traders Turn Cautious Ahead Of Fed Minutes, Nvidia Earnings; First Solar Hits Record Highs: What's Driving Markets Wednesday?
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May 22, 2024
Wall Street experienced a muted session on Wednesday morning as traders adopted a cautious stance ahead of the Federal Reserve meeting minutes release at 2 p.m. EDT and Nvidia Corp.
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SPDR ETF Report For Tuesday, May 21
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May 22, 2024
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Stocks Hit New All-Time Highs… But Utilities Are Telling Us Something
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May 21, 2024
The bullish thesis developed over the past few weeks has been vindicated. The way higher is wide open.
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Stocks Hold Steady On Mixed Fed Remarks, First Solar Rallies, Bitcoin Falls Below $70,000: What's Driving Markets Tuesday?
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May 21, 2024
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SPDR ETF Report For Monday, May 20
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May 21, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Monday, May 20.
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SPDR ETF Report For Thursday, May 16
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In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Thursday, May 16.
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An Industrial Revolution And A Run On Banks: Two Sectors In Play Right Now
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May 16, 2024
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SPDR ETF Report For Wednesday, May 15
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May 16, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Wednesday, May 15.
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SPDR ETF Report For Monday, May 13
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May 14, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Monday, May 13.
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Tech Stocks Inch Higher Ahead Of Key Inflation Data, GameStop Skyrockets, Tencent Fuels China Rally: What's Driving Markets Monday?
↗
May 13, 2024
Wall Street kicked off a data-heavy week on a mixed note as traders await key inflation updates and remarks from Fed Chair Jerome Powell in the coming days.
Via
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Topics
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