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home
about us
Investment Approach
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Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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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HEALTHCARE
(NY:
XLV
)
154.74
+0.92 (+0.60%)
Official Closing Price
Updated: 8:00 PM EST, Jan 30, 2026
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Correction Bottom Searching
↗
July 23, 2023
Big picture, that‘s what we can expect in stocks over the coming weeks, making for a traders‘ market as select sectors are more richly valued than others.
Via
Talk Markets
Playbook Revisited As UNH Beat Could Help Sagging Healthcare Stocks
↗
July 17, 2023
Last week saw a broadening of the rally as many top sectors were up over 3%. But healthcare was among the laggards up only 0.7%.
Via
Talk Markets
Developing Your Uniqueness As A Trader
↗
July 15, 2023
Via
Talk Markets
2023 Midyear Review Of Index ETFs And Smart Beta Strategies & A Tribute To Harry Markowitz
↗
July 11, 2023
A review and analysis of the first 6 months of 2023 using benchmark ETFs, Sector ETFs, and Smart Beta ETFs and what is likely to follow next.
Via
Talk Markets
Biogen Shares Fall After FDA Approval Of Alzheimer's Drug Leqembi
July 10, 2023
Biogen's shares decline after approval of Alzheimer's treatment Leqembi, which modestly slows cognitive decline. Analysts see hurdles to the rollout.
Via
MarketBeat
Thoughts For Thursday: Back From The Holiday With Caution
↗
July 06, 2023
Caution is perhaps what was reflected in yesterday's back from the holiday trading. One there is the question of upcoming Fed action and second there is the visit of Secretary Yellen to China.
Via
Talk Markets
$1 Billion Deal For Moderna To Expand Product Pipeline in China
July 06, 2023
Moderna is looking to diversify its falling U.S. product line, a $1 billion investment in China may act as the catalyst pushing the company's valuation higher
Via
MarketBeat
Topics
ETFs
Economy
Bullish Action: Chipotle, Visa, Stryker Break Through Resistance
July 06, 2023
Chipotle, Visa, and Stryker recently broke out of chart bases, and remain in buy range on strong fundamental growth, institutional buying and analyst upgrades.
Via
MarketBeat
Biotech Blues: Stay Balanced Through July Earnings Season
↗
July 05, 2023
Life Science stocks lack momentum so be prepared for rebalancing and rotation shifts.
Via
Talk Markets
S&P 500 Rallies Back To Highs As Apple, Nvidia Lead, But Watch For This; Tesla Deliveries Due
↗
June 30, 2023
Many stocks flashed buy signals. But was the pullback over too quickly?
Via
Investor's Business Daily
Biotech And Healthcare Stocks Lagging
↗
June 21, 2023
Healthcare is a laggard with XLV down YTD but UNH is still a core position.
Via
Talk Markets
D.R. Horton, Shake Shack And A Home Construction Company Up 32% This Year: CNBC's 'Final Trades'
↗
June 21, 2023
On CNBC’s "Halftime Report Final Trades," Joshua Brown of Ritholtz Wealth Management named Shake Shack Inc.
Via
Benzinga
Medical Stocks Waters, Agilent, Illumina Show Growth Potential
June 20, 2023
Medical-sector stocks Waters, Agilent, and Illumina appear to be trading at low valuations relative to their future growth prospects, according to analysts.
Via
MarketBeat
Countdown To ES Downleg
↗
June 18, 2023
The current rally is built on the false notion that recession has been and would be avoided, that earnings would start to rise, and that incoming data aren‘t generally bad.
Via
Talk Markets
More Balanced June
↗
June 13, 2023
Heading into the month of June, stock market performance this year was a clear case of the haves and the have-nots.
Via
Talk Markets
Wary Of Bull Market Chorus
↗
June 11, 2023
We‘re still in the euphoric stage of the rally that has a bit further to run, in spite of the wide Nasdaq vs. long-dated Treasury yields disconnect.
Via
Talk Markets
S&P 500 Low Volatility Index May 2023 Rebalance
↗
June 09, 2023
Since the last rebalance for the S&P 500 Low Volatility Index on Feb. 17, 2023, the S&P 500 finished up 3.2% despite briefly dropping in mid-March.
Via
Talk Markets
Two Charts That Can Help You See What’s To Come For The Markets
↗
June 06, 2023
While a handful of large companies have driven the stock market gains, the vast majority of stocks are down.
Via
Talk Markets
Bearish Vision As Apple Tests All-Time High
↗
June 05, 2023
Apple's first new product category in 8 years is a mixed-reality headset for $3499.
Via
Talk Markets
Market Mixes It Up With A Broad Rally
↗
June 05, 2023
Biotech stocks remain sluggish but the longer-term outlook for breakthrough therapies - gene therapy, obesity, CNS, RNA - remain positive.
Via
Talk Markets
Corporate Bankruptcies At Levels Last Seen During The Pandemic
↗
June 01, 2023
Despite all of the mainstream talk about a strong, resilient economy, corporate bankruptcies through the first four months of 2023 came in at the highest level since 2010.
Via
Talk Markets
Rotation Out Of Healthcare And Biotech Stocks: Age Of Disruption?
↗
May 30, 2023
A steady rotation out of biotech and healthcare stocks into the Nasdaq-100 large-cap tech stocks can be unnerving for portfolio managers.
Via
Talk Markets
Tech In Orbit
↗
May 26, 2023
Tech has led the way higher with a sharp move this week. The sector is now extremely overbought, trading 3.23 standard deviations above its 50-DMA; the fifth most overbought reading on record.
Via
Talk Markets
A Good Week For The Market But A Pause In The Biotech Rally
↗
May 22, 2023
Healthcare stocks have been lagging in 2023 with the XLV down 1.97% MTD and 3.34% YTD with CVS and UNH contributing to the weakness.
Via
Talk Markets
Your Mid-May Market Update: Sector Strength And Weakness So Far In 2023
↗
May 16, 2023
Today's session continued the ongoing theme of
Via
Talk Markets
Good Odds And Odd Goods
↗
May 16, 2023
Investing is all about making money. It is the realm where you go find out where the odds are good, even if the goods are odd.
Via
Talk Markets
5 Most-Loved ETFs Of Last Week
↗
May 09, 2023
Last week was marked by volatility. Overall, ETFs pulled in a modest $260 million in capital for the week, bringing total inflows of $111.7 billion year to date.
Via
Talk Markets
Something Happened In Biotech Last Week
↗
May 08, 2023
Biotech stocks were more constructive last week with some sharp moves up.
Via
Talk Markets
Seasonal Mid Point
↗
May 05, 2023
The next three months, which is the period straddling the back half of spring and the first half of summer, has been relatively strong in the last ten years.
Via
Talk Markets
Regeneron Beats Q1 Views, But Stock Drops On Weak Eye Med Sales
May 05, 2023
Regeneron reported better-than-expected Q1 earnings and revenue, but its Eylea sales fell, losing ground to Roche's newly launched Vabysmo.
Via
MarketBeat
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