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home
about us
Investment Approach
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Firm ADV PDFs
Form CRS
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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
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TAF sm Program
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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
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Client Contact with Portfolio Manager(s)
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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Mid Cap SPDR 400 Trust, Series 1
(NY:
MDY
)
639.85
-1.93 (-0.30%)
Official Closing Price
Updated: 8:00 PM EST, Jan 16, 2026
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2022 Market Forecasts: Sell In May And Go Away?
↗
January 04, 2022
The S&P 500 will begin the first half of 2022 in the black but to finish in the red. Growth will outperform value but small-cap will enjoy a resurgence.
Via
Talk Markets
Reversals
↗
December 09, 2021
There has been a pretty remarkable about-face in market performance at the index level between now and a week ago.
Via
Talk Markets
Extremes in Everything
↗
November 08, 2021
Across major US equity indices, regardless of market cap, the picture is the same: extreme overbought.
Via
Talk Markets
Taper-Induced Changes Coming For Investors?
↗
October 29, 2021
The Fed will most likely announce the long-awaited taper schedule at the November 2-3 meeting.
Via
Talk Markets
Topics
Economy
Analyzing SPDR MidCap Trust Series I's Unusual Options Activity
↗
August 10, 2021
SPDR MidCap Trust Series I (NYSE:MDY) shares experienced unu...
Via
Benzinga
Market Forecasts For 4th Quarter 2021 And Beyond
↗
October 20, 2021
1-, 3-, 6- and 12-month forecasts for S&P 500, MidCap, Small Cap, Growth, Value and Nasdaq-100.
Via
Talk Markets
Topics
Stocks
Mid-Caps Moderate
↗
August 31, 2021
In the final week of the month, small caps like the Micro-Cap ETF (IWC) and Russell 2000 (IWM) have generally outperformed although they are coming from below their 50-DMAs, and yesterday they saw a...
Via
Talk Markets
The Big Liquidity Question For Stocks: Higher Highs, Or Fed-Induced Pullback?
↗
August 14, 2021
Does the market appear to be bracing for bad news from the Federal Reserve or does the weight of the evidence support a strong push into year-end? Jackson Hole is fast approaching.
Via
Talk Markets
Topics
Economy
Weekly Market Pulse: Buy The Dip, If You Can
↗
July 26, 2021
US stocks are expensive and the degree of speculation in the US and globally is at an extreme. That doesn’t mean the market is about to crash. It doesn’t necessarily portend anything.
Via
Talk Markets
Post-Plunge Reflections
↗
July 19, 2021
Days like today are bittersweet.
Via
Talk Markets
These 5 Mid-Cap ETFs Are Worth Adding To Your Portfolio Now
↗
July 11, 2021
Investors seeking to capitalize on the strong fundamentals of the economy but worried about uncertainty should consider mid-cap ETFs. We have presented five popular mid-cap ETFs to consider.
Via
Talk Markets
Topics
Economy
Mid-Year Market Forecasts Using Benchmark ETFs
↗
July 02, 2021
Although many strategists are looking for a crash to occur this year, our ETF models indicate that if a precipitous correction occurs, it will probably wait until next year to do most of its damage.
Via
Talk Markets
Callaway Golf Set To Enter S&P Midcap 400 Index
↗
June 11, 2021
Callaway Golf Co (NYSE: ELY) is set to replace GrubHub Inc (NYSE: GRUB) in the S&P MidCap 400. The S&P MidCap 400 index comprises 400 companies with...
Via
Benzinga
Topics
Stocks
Mid-Cap Growth Picking Up
↗
May 24, 2021
In the five days ending last Friday, by far the best performing major US index ETF in our Trend Analyzer was the Micro-Cap ETF (IWC) with a 1.65% gain. That also places it in the top spot in terms of...
Via
Talk Markets
A Look At Ten Broken Trends
↗
May 23, 2021
The last few days have been very important, as we’re finally getting a meaningful number of trendline failures. These are no trivial trendlines, either; they are all the big ones from the March 23,...
Via
Talk Markets
Ethereum Jumps, Small-Cap Stocks Pop, And Never Mind "Sell In May And Go Away"
↗
May 01, 2021
This video discusses the latest market trends, such as Ethereum hitting all-time highs, small cap-stocks outperforming, and commodities popping higher.
Via
Talk Markets
Weekly Market Pulse: The Market Did What?
↗
April 19, 2021
Markets rarely reflect the current economic reality because market participants are always looking ahead, trying to position themselves for the future they expect.
Via
Talk Markets
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