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about us
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Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
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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
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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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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
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Client's Responsibilities
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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
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Total Asset Fund (TAF)
TAF® Program
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Additional Information
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Event Schedule
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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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HEALTHCARE
(NY:
XLV
)
154.74
+0.92 (+0.60%)
Official Closing Price
Updated: 8:00 PM EST, Jan 30, 2026
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AskSlim Market Week - Friday, Sep. 22
↗
September 22, 2023
Technical and cycle analysis, and market commentary.
Via
Talk Markets
Flee to Healthcare Stocks if Recession Rears its Head?
September 20, 2023
In uncertain economic conditions, healthcare stocks can be a refuge due to steady demand and favorable inflation conditions. Many also offer dividends.
Via
MarketBeat
Topics
Economy
U.S. Weekly Fundflows Insight Report: Municipal Bond Fund ETFs Record Largest Weekly Inflow Of The Year
↗
September 14, 2023
Equity funds, money market funds, and taxable bond funds registered inflows, while alternatives funds, tax-exempt bond funds, mixed-assets funds, and commodities funds suffered outflows over the week.
Via
Talk Markets
Topics
Bonds
ETFs
Bullish Momentum In Leading Stocks And US Sectors
↗
September 14, 2023
UK markets have broken out of a larger Triangle pattern. This breakout could indicate a shift in market dynamics, potentially favoring bullish trends.
Via
Talk Markets
Bonds Over Earnings?
↗
August 03, 2023
Via
Talk Markets
Bidenomics Vs. MAGAnomics: President Biden Takes A Stand On Economic Policies
↗
September 14, 2023
President Joe Biden says his policies have helped the U.S., while Trump and his allies day they don't.
Via
Benzinga
Topics
Government
Healthcare Playbook Revisited - Growth Plus Value
↗
September 13, 2023
Despite concerns about rising healthcare costs and ever more expensive technology for treatment encompassing drugs, devices, and data management, still innovative medicine marches on.
Via
Talk Markets
Uber Technologies, Health Care And Sector ETF Up 10% This Year: CNBC's 'Final Trades'
↗
September 13, 2023
On CNBC’s "Halftime Report Final Trades," Shannon Saccocia of Boston Private named Health Care Select Sector SPDR Fund (NYSE: XLV) as
Via
Benzinga
Topics
ETFs
Stocks At A Major Crossroads. This Chart Is The Key.
↗
September 06, 2023
A look at the current five most important charts.
Via
Talk Markets
Blame Apple And Microsoft For Dragging Down S&P 500?
September 06, 2023
Tech giants Apple and Microsoft declined in August on weak revenue guidance, but Federal Reserve rate hikes are also playing a role in a broad-market pullback.
Via
MarketBeat
Topics
Economy
Stocks
Healthcare Portfolio: A Mixed Market Looking for Value
↗
September 05, 2023
Many healthcare stocks may be defensive in nature but if you are overweight the basic plays like the XLV or biotech funds like the Fidelity Biotechnology Fund you are trailing the market over the past...
Via
Talk Markets
The 3 Most Promising Healthcare Stocks to Own Now
↗
September 01, 2023
These top healthcare stock picks are growing revenues by over 30% due to their game-changing medical device products.
Via
InvestorPlace
How Much Pain Will Lower Medicare Prices Cause for Pharma Stocks?
September 01, 2023
Pharmaceutical stocks are holding steady as Medicare price negotiations approach, but industry diversification and innovation support future growth prospects.
Via
MarketBeat
Topics
Economy
Does A 7.6% Dividend Make Walgreens A Better Buy Than CVS?
August 29, 2023
These two high-potential healthcare names bring a rare opportunity for investors to gain some exposure to quality businesses trading at a discount to industry
Via
MarketBeat
Protect Your Portfolio and Rotate Into Healthcare Stocks Now
↗
August 25, 2023
Healthcare stocks are starting to outperform as tech stocks start to falter. Making a rotation now can help you survive what's to come.
Via
InvestorPlace
Energy Holds Above Their 50-DMAs
↗
August 22, 2023
This month has seen a material decline in the percentage of stocks trading above their respective 50-DMAs.
Via
Talk Markets
Large Cap Biopharmaceuticals Performance 2023 YTD: Mixed Results But Lilly Is A Big Winner
↗
August 21, 2023
Biotech stocks are in a bear market since the IBB hit $177.37 in 2021 and is down 7.84% over five years.
Via
Talk Markets
Beyond The Hustle: Embracing Ancient Chinese Wisdom To Combat Modern Day Burnout
↗
August 17, 2023
In our modern, high-speed society, many find themselves exhausted in the relentless chase for achievement. Yet, a concept from ancient China that dates back 2,000 years might offer a path to...
Via
Benzinga
Your Mid-August Market Update: Selling And Scanning
↗
August 15, 2023
Stock indexes slid 1% today with bonds closing weaker, down at 2023 lows as interest rates traded up to highs in 2023.
Via
Talk Markets
Topics
Bonds
US Retail Sales Accelerate, On Track For The Best Streak In Over A Year: Sector ETFs To Watch
↗
August 14, 2023
Via
Benzinga
Topics
ETFs
Buy Merck (MRK) Stock Now to Ride a Wave Higher in Healthcare
↗
August 11, 2023
Healthcare stocks are starting to shine in 2023 after bottoming out and MRK stock is particularly appealing. Here's why.
Via
InvestorPlace
Investors Go Into Risk-Off Mode For The Fund-Flows Week
↗
August 11, 2023
Investors were net purchasers of fund assets (including those of conventional funds and ETFs) for the third week in four, injecting a net $10.8 billion.
Via
Talk Markets
Buckle Up! 3 Healthcare Stocks Set to Soar to New Heights
↗
August 03, 2023
Individual healthcare stocks have been trading really well, even as the sector is treading water. Here are three to know about now.
Via
InvestorPlace
The Good, The Flat, And The Volatile: Sorting Through The Sideways Market
↗
August 01, 2023
Via
Talk Markets
Key ETF Performance Through July 2023
↗
August 01, 2023
The S&P 500-tracking ETF finished July up 3.27%, leaving it up 20.62% YTD on a total return basis.
Via
Talk Markets
Here's Exactly How I'll Make Over $18,000 in Dividend Income This Year
↗
July 30, 2023
Even investments with lower yields can generate significant dividend income.
Via
The Motley Fool
Tech Stocks Still Lead Market By Wide Margin This Year
↗
July 27, 2023
This year’s rally in US stocks continues to rely heavily on a handful of red-hot sectors, based on a review of ETFs.
Via
Talk Markets
Pandemic Shadows Lift As US Consumer Confidence Soars To 2-Year High
↗
July 25, 2023
Via
Benzinga
Big Weeks Ahead For MedTech And Life Science Stocks
↗
July 24, 2023
It’s a big week for earnings that may change the trajectory of the rally but more than likely will continue the rotation into different sectors.
Via
Talk Markets
Jefferies Financial, Apollo Global Management And A Major Sector ETF: CNBC's 'Final Trades'
↗
July 24, 2023
On CNBC’s "Halftime Report Final Trades," Shannon Saccocia of NB Private Wealth said to watch for the health-care sector, naming Health Care Select Sector SPDR Fund (NYSE: XLV)
Via
Benzinga
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