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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
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Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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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
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TAF sm Program
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Back Dated Performance Reports
Quarterly Performance Reports
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TAV Program
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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
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Event Schedule
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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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iShares Core S&P 500 ETF
(NY:
IVV
)
653.21
+18.28 (+2.88%)
Official Closing Price
Updated: 8:00 PM EDT, Mar 31, 2026
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PFG Private Wealth Dumps $5 Million of Vanguard Core Plus Bond ETF
↗
January 28, 2026
Vanguard Malvern Funds - Core Plus Bond Fund offers diversified fixed income exposure, blending core bonds with select higher-yield sectors.
Via
The Motley Fool
Topics
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ETFs
Regulatory Compliance
Lantz Financial Buys $5 Million of Invesco BulletShares 2027 Corporate Bond ETF
↗
January 28, 2026
Invesco BulletShares 2027 Corporate Bond ETF tracks a portfolio of investment-grade corporate bonds maturing in 2027, targeting defined income and principal return at maturity.
Via
The Motley Fool
Topics
Bonds
ETFs
Eli Lilly Strikes $1.1 Billion Deal With Seamless Therapeutics To Develop Gene Therapies For Hearing Loss
↗
January 28, 2026
Under the terms of the deal between Seamless Therapeutics and Eli Lilly, Seamless will design and program site-specific enzymes to correct mutations in certain genes related to hearing loss.
Via
Stocktwits
Topics
Economy
Government
Why Are KHC Shares Down Almost 5% After-Hours On Tuesday?
↗
January 20, 2026
Via
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SCHW Stock Gets Multiple Wall Street Price Target Updates — What’s Driving The Optimism?
↗
January 15, 2026
Via
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Intel Shares Surge On Trump Praise — Retail Anticipates ‘Big News’
↗
January 09, 2026
Via
Stocktwits
Topics
Government
The Best Index Funds to Buy: Low Cost IVV or Higher Yield DIA?
↗
January 27, 2026
Weighing cost, diversification, and sector focus, IVV and DIA take distinct approaches to building a core U.S. equity portfolio.
Via
The Motley Fool
Topics
ETFs
Stocks
Better S&P 500 ETF: iShares IVV vs. Vanguard VOO
↗
January 24, 2026
Subtle differences in dividend yield and sector tilt set these two S&P 500 giants apart for investors weighing their options.
Via
The Motley Fool
Topics
ETFs
Stocks
Intel Shares Tank On Lackluster Q1 Outlook Despite Earnings Beat
↗
January 22, 2026
Intel reported fourth-quarter revenue of $13.7 billion, beating analyst expectations of $13.3 billion, as per data from Fiscal.ai.
Via
Stocktwits
Topics
Earnings
Eaton Reportedly Weighing Separation Of $5B Vehicle Unit
↗
January 21, 2026
As per a report from Bloomberg News, Eaton is working with an adviser to explore a sale or spinoff of the unit.
Via
Stocktwits
INTC Stock Is Surging Today — What Are Traders Watching?
↗
January 21, 2026
Intel’s fourth-quarter (Q4) 2025 earnings are expected on Jan. 22, with the street expecting the company to beat earnings estimates.
Via
Stocktwits
RSP vs. IVV: Is RSP's Diversification or IVV's Lower Fees Better for Average Investors?
↗
January 17, 2026
Explore how differing sector weights and risk profiles set these two S&P 500 ETFs apart for investors seeking distinct portfolio benefits.
Via
The Motley Fool
Topics
ETFs
Stocks
Up 119% in a Year, This Gold Royalty Stock Just Saw a $2.6 Million Trim Amid a Historic Run
↗
January 16, 2026
OR Royalties generates recurring revenue through gold-focused royalty and streaming agreements with mining operators worldwide.
Via
The Motley Fool
Topics
Regulatory Compliance
Wealth Enhancement Leans Into USVM for Structured Small and Mid Cap Exposure
↗
January 08, 2026
Wealth Enhancement’s latest 13F filing highlights USVM as a deliberate tool for accessing small- and mid-cap stocks, a move that blends both value and momentum while keeping volatility in check.
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
Intel Stock Climbs After Trump Praises Company Post Meeting With CEO
↗
January 08, 2026
President Donald Trump said in a Truth Social post on Thursday that he had “a great meeting” with Intel’s CEO, Lip-Bu Tan.
Via
Stocktwits
Topics
Government
The Best S&P 500 ETF to Invest $5,000 in as 2026 Begins
↗
January 08, 2026
A small cost advantage for one S&P 500 ETF could make a difference over the long term.
Via
The Motley Fool
Topics
ETFs
Stocks
Steel Dynamics Jumps After Buyout Deal of BlueScope Metal With Australia’s SGH
↗
January 05, 2026
The proposal, submitted on December 12, valued BlueScope at A$30 a share, representing a near 27% premium to its December 11 close.
Via
Stocktwits
Topics
Government
World Trade
IVV and SPYM Offer Nearly Identical S&P 500 Exposure, But Which One Is Better for Investors?
↗
January 03, 2026
Weighing cost against scale, this side-by-side ETF review highlights subtle differences that could shape your S&P 500 investing approach.
Via
The Motley Fool
Topics
ETFs
Stocks
Should You Buy the iShares S&P 500 ETF Before 2026, Even With the Stock Market at an All-Time High?
↗
December 30, 2025
History is clear about what investors should do heading into the new year.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Stocks
Legacy Capital Dumps 200,000 Gap Shares Worth $4.5 Million
↗
December 29, 2025
The Gap now accounts for 1.8% of fund AUM, placing it outside the fund's top five holdings.
Via
The Motley Fool
Topics
Regulatory Compliance
SPY vs. IVV: Built to Trade or Built to Hold
↗
December 22, 2025
SPY and IVV track the same index, but differences in liquidity and cost make one better for trading and the other better for long holding periods
Via
The Motley Fool
Topics
ETFs
The Best S&P 500 ETF to Buy: Vanguard S&P 500 ETF vs. iShares Core S&P 500 ETF
↗
December 21, 2025
With matching costs and portfolios, the real distinction between these S&P 500 ETFs comes down to scale and investor preferences.
Via
The Motley Fool
Topics
ETFs
Stocks
Is IVV or QQQ a Better Choice for Investors? How These Popular ETFs Compare on Risk and Returns
↗
December 20, 2025
Expense ratio, sector mix, and yield set these two ETFs apart. See how their differences may shape your portfolio's risk and income profile.
Via
The Motley Fool
Topics
ETFs
Trump’s ‘Unlawful’ EV Funding Freeze Heads To Court As 17 Attorneys General Demand Charger Grants Be Restored
↗
December 16, 2025
The coalition of 17 attorneys general and the State of Pennsylvania alleged that the suspension of the grant programs aimed at enhancing EV charging infrastructure that would reduce pollution and...
Via
Stocktwits
Topics
Climate Change
Electric Vehicles
Government
Principal Securities Loads Up 373,000 Principal US Mega-Cap ETF Shares
↗
December 11, 2025
USMC is now 4.92% of fund AUM and remains the largest holding.
Via
The Motley Fool
Topics
ETFs
The Best ETF to Hold in Uncertain Times
↗
December 04, 2025
This ETF allocates most of its assets to fixed-income ETFs.
Via
The Motley Fool
Topics
ETFs
World Trade
Hedge Funds Bet Big On S&P 500: SPY, IVV Dominate Q3 Buys
↗
November 17, 2025
Q3 filings show hedge funds buying IVV and SPY at scale, rotating from crowded mega-cap trades into broad market ETFs. Here's the full breakdown.
Via
Benzinga
Topics
ETFs
Stocks
SPY vs IVV: Which S&P 500 ETF Is Better for Investors?
↗
November 12, 2025
SPY vs IVV: Which S&P 500 ETF Is Better for Investors?
Via
The Motley Fool
Topics
ETFs
Stocks
Political Tailwind? Congress Trading Ban Could Boost SPY, IVV
↗
November 12, 2025
As Congress eyes a stock-trading ban for lawmakers, ETFs like SPY and IVV could emerge as the politically safe, diversified way to invest.
Via
Benzinga
Topics
ETFs
IVV Boasts S&P 500 Stability, While IWM Offers Small-Cap Growth Potential. Which Is Right for You?
↗
November 11, 2025
IVV Boasts S&P 500 Stability, While IWM Offers Small-Cap Growth Potential. Which Is Right for You?
Via
The Motley Fool
Topics
ETFs
Stocks
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