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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
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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
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
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FINANCIAL SEL
(NY:
XLF
)
55.90
+0.29 (+0.52%)
Official Closing Price
Updated: 8:00 PM EST, Jan 8, 2026
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The Volatility Animal Is Waking Up
↗
April 19, 2024
Via
Talk Markets
SPDR ETF Report For Thursday, April 18
↗
April 19, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Thursday, April 18.
Via
Talk Markets
Topics
ETFs
SPDR ETF Report For Wednesday, April 17
↗
April 18, 2024
Via
Talk Markets
Topics
ETFs
Magnificent Tech Is On The Edge Of The Abyss
↗
April 17, 2024
The market is volatile right now, no doubt, but it could turn into an absolute mess over the next couple of trading sessions.
Via
Talk Markets
Market Reaction To Bank Earnings Is Mixed, JPMorgan Analysts Project Further Decline In Net Interest Income
↗
April 17, 2024
Banks are coming out of a challenging quarter. Analysts project a further decline in net interest income by approximately 3.6%.
Via
Benzinga
The Market Just Got Serious - Here’s What To Do About It
↗
April 12, 2024
Via
Talk Markets
Financial Stocks Fall After Earnings, Major Banks Notch 4-Day Losing Streak: Regional Banks Hit Lowest Level Since Late 2023
↗
April 16, 2024
US financial stocks fall amid subdued sentiment, regional banks test moving average support levels. Bank of America, Morgan Stanley report strong Q1 earnings beating expectations.
Via
Benzinga
Stocks Grapple With Geopolitical Pressures, Gold Eyes $2,400, Bitcoin Falls Below $62,000: What's Driving Markets Tuesday?
↗
April 16, 2024
Investors remain on edge as geopolitics continue to shape market trends, with Israel mulling a response to Iran while the U.S. and key allies explore further sanctions against Tehran.
Via
Benzinga
Retail Investors Can Follow Goldman Sachs' Moves This Quarter
April 16, 2024
Goldman Sachs joins the Wall Street view of stocks having potentially more room to move higher, the business cycle is only getting started
Via
MarketBeat
Topics
Bonds
Economy
SPDR ETF Report For Monday, April 15
↗
April 15, 2024
A review of the day's trading in various SPDR-ETF markets.
Via
Talk Markets
Topics
ETFs
Stocks Stay Afloat On Strong Retail Sales, Middle East Relief; Bonds Drop: What's Driving Markets Monday?
↗
April 15, 2024
Wall Street can breathe a sigh of relief following the tense events on Saturday night, when Iran launched airstrikes against Israel.
Via
Benzinga
Citi’s Results Say This About The Stock Market
April 15, 2024
Investors now have an inside look at what one of Wall Street's biggest names is doing with its money. Corporations and clients all see new highs in stocks
Via
MarketBeat
Topics
Economy
Sea Of Red
↗
April 13, 2024
Banking earnings didn't impress markets either – higher rates are biting all banks, and XLF took a dive below its own 50-day moving average Friday already. What good is an upleg without financials?
Via
Talk Markets
You Can Follow BlackRock’s Market View for Your Money
April 12, 2024
BlackRock's quarterly results point Main Street in one direction. Stocks are still in favor as clients chose to invest in passive management rather than bonds
Via
MarketBeat
Topics
Bonds
Economy
America's Credit Card Slump: Delinquencies Reach 12-Year High As Issuers Lower Credit Limits
↗
April 11, 2024
The Philadelphia Fed has been analyzing credit card data since 2012; the fourth quarter of last year was the worst for credit card companies.
Via
Benzinga
Topics
Credit Cards
Economy
Deciphering Market Trends: The Role Of CPI In Shaping Elliott Wave Forecasts For Key Indices
↗
April 10, 2024
Explore how rising CPI figures influence major stock indices including the S&P 500, NASDAQ 100, DAX 40, FTSE 100, and ASX 200 through Elliott Wave Analysis.
Via
Talk Markets
Topics
Stocks
Stocks Sink On Worrisome Inflation Data, Yields Spike On Rate Cut Delays, Dollar Rallies: What's Driving Markets Wednesday?
↗
April 10, 2024
An inflation surprise greeted investors on Wednesday, sparking significant apprehension about the future of interest rates.
Via
Benzinga
Topics
Economy
Real Estate, Regional Bank Stocks Tank, Energy Cushions The Blow: March Inflation Rates Shake Up Sectors
↗
April 10, 2024
Inflation unexpectedly surges, shattering hopes for Fed rate cuts & sending stocks down. Core inflation also exceeded expectations. No sector escapes losses, with real estate hit hardest.
Via
Benzinga
Topics
Economy
Mastercard Revamps Structure for Growth, New Teams to Drive Core Payments and Services
↗
April 10, 2024
Mastercard Inc unveils strategic realignment to drive growth and enhance stakeholder value, with leadership transitions and organizational changes effective immediately.
Via
Benzinga
U.S. CPI And FOMC Minutes Out Tomorrow - SPDR ETF Report
↗
April 09, 2024
A review of the day's trading in various SPDR-ETF markets.
Via
Talk Markets
Topics
ETFs
Traders Brace For Inflation Data, June Rate Cut Hopes Hang By Thread: 10 ETFs That Could Be Volatile Wednesday
↗
April 09, 2024
Investors eagerly await March inflation data from Bureau of Labor Statistics, expected to show CPI up to 3.4% and core inflation at 3.7%.
Via
Benzinga
Topics
ETFs
Economy
Stocks Fall Ahead Of Key Inflation Data, Gold Defends Record Highs; Bitcoin Stumbles Below $70,000: What's Driving Markets Tuesday?
↗
April 09, 2024
Stocks edged lower during midday trading on Tuesday as traders maintained a cautious stance in anticipation of the highly awaited Consumer Price Index (CPI) report scheduled for Wednesday, which could...
Via
Benzinga
Topics
Economy
Stocks Experiencing A Short-Term Pullback
↗
April 06, 2024
The PMO appears to be near the bottom of its range, and the momentum indicator of the advance/decline line has turned lower. This would indicate that most stocks are experiencing a short-term pullback...
Via
Talk Markets
Volatility Rumbles As A Market Reversal Looms
↗
April 05, 2024
We just lived through the most volatile week this year - and a lot of people following along with my picks got the chance to clean up.
Via
Talk Markets
Visa Teams Up With Skipify 'To Enrich Consumer Experiences,' Shares Rise
↗
April 05, 2024
Visa (V) shares rise as partnership with Skipify aims to simplify and accelerate payment process, delivering convenience and security for consumers.
Via
Benzinga
Mastercard Boosts Rewards with New Brand Partnerships On The Back Of Upcoming Fee Hikes
↗
April 05, 2024
Mastercard unveils new credit card benefits in partnership with top brands to provide significant value in daily necessities and enriching experiences. Prior reports indicate potential fee increase for...
Via
Benzinga
Topics
Credit Cards
SPDR ETF Report For Thursday, April 4
↗
April 04, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day just ended, Thursday, April 4.
Via
Talk Markets
Topics
ETFs
Mastercard Set to Increase Credit Card Fees, Adding Millions in Costs for Retailers After Visa Settlement
↗
April 04, 2024
Mastercard will increase network assessment fee to 0.14% from 0.13% on April 15, potentially adding $259.1 million in fees. Merchants criticize burden on them and plan to pursue trials against...
Via
Benzinga
Topics
Credit Cards
Simplify Your Subscriptions: Visa's Subscription Manager Offers One-Stop Solution for Cardholders
↗
April 03, 2024
Visa launches new Subscription Manager service for cardholders to easily track and manage recurring payments.
Via
Benzinga
Robinhood’s Credit Card Has Call Option Buyers Coming in Hot
April 03, 2024
Robinhood stock could see higher prices ahead, as markets think its newest credit card product line can attract double-digit EPS growth in the coming quarters
Via
MarketBeat
Topics
Credit Cards
Economy
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