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home
about us
Investment Approach
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Market Analysis Summary
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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
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HEALTHCARE
(NY:
XLV
)
157.89
-0.23 (-0.15%)
Streaming Delayed Price
Updated: 11:52 AM EST, Jan 9, 2026
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Leading And Lagging Sectors For October 8, 2025
↗
October 08, 2025
Via
Benzinga
Stocks, Bitcoin Slip, Gold Hits $4,000: What's Moving Markets Tuesday?
↗
October 07, 2025
Risk sentiment is taking a breather after days of a relentless rally, with all major Wall Street indexes trading in negative territory and sharper declines hitting the most speculative assets, such as...
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Benzinga
How Trump's Shutdown Standoff Could Hand Health-Care ETFs A Lifeline
↗
October 07, 2025
Trump's comments on health-care negotiations with Democrats can put ETFs like XLV, IHF, and XHS back on investors' radar as Washington's shutdown drags on.
Via
Benzinga
Topics
ETFs
Government
Leading And Lagging Sectors For October 7, 2025
↗
October 07, 2025
Via
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Nasdaq 100 Top 25,000 As AMD Spikes, Gold Eyes $4,000: What's Moving Markets Monday?
↗
October 06, 2025
Tech and AI-related stocks continued to propel Wall Street to new record highs Monday, with Advanced Micro Devices Inc. (NASDAQ:AMD) surging nearly 30% after unveiling a landmark investment in OpenAI.
Via
Benzinga
Tesla And Amazon Just Became A Problem For The Entire Discretionary Sector
↗
October 06, 2025
The consumer discretionary sector is underperforming due to stock concentration in Tesla and Amazon, but smaller companies in the sector are quietly delivering steady gains.
Via
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Leading And Lagging Sectors For October 6, 2025
↗
October 06, 2025
Via
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Tech Sector Stumbles: Nasdaq Retreats Amid Valuation Concerns and Palantir's Drag
October 03, 2025
The technology sector, a dominant force in recent market rallies, experienced a significant downturn today, October 3, 2025, as the Nasdaq Composite (NASDAQ: COMP) retreated sharply, pulling down a...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
S&P 500, Nasdaq 100, Dow, Russell 2000 All Soar To Record Highs: What's Moving Markets Friday
↗
October 03, 2025
Another historic session is unfolding on Wall Street, where every major index surged to new records by midday trading on Friday, even as Washington's shutdown dragged into its third day.
Via
Benzinga
Topics
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Leading And Lagging Sectors For October 3, 2025
↗
October 03, 2025
Via
Benzinga
These 3 Pharma Stocks Are Rallying – And Still Trade Absurdly Cheap
↗
October 02, 2025
Health care stocks are rallying, but Pfizer, Merck and Bristol-Myers still trade below 10x forward P/E — a rare market discount.
Via
Benzinga
Nvidia's Value Reaches $4.6 Trillion, Bitcoin Eyes $120,000: What's Moving Markets Thursday?
↗
October 02, 2025
On the second day of the U.S. government shutdown, Wall Street remains largely subdued, with indexes showing only slight midday declines after touching fresh record highs at the open.
Via
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Leading And Lagging Sectors For October 2, 2025
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October 02, 2025
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Benzinga
Trump-Pfizer Deal Pushes Health Care Stocks To Best Rally In 5 Years
↗
October 01, 2025
Health care stocks rallied after Trump struck a drug pricing deal with Pfizer, offering major discounts and pausing pharma tariffs.
Via
Benzinga
Topics
Government
Health Care Stocks Rally, Nike Beats The Street: What's Moving Markets Wednesday?
↗
October 01, 2025
Wall Street posts modest gains as shutdown begins and jobs data disappoints, but optimism around earnings and rate cuts keeps markets afloat.
Via
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Is Intuitive Surgical the Hidden Winner in Healthcare’s Weakness?
↗
October 01, 2025
Intuitive Surgical (NASDAQ: ISRG) trades 29% off its highs despite strong growth, leasing model expansion, and analyst targets calling for 40% upside.
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Leading And Lagging Sectors For October 1, 2025
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Leading And Lagging Sectors For September 30, 2025
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September 30, 2025
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Robinhood Soars, Oil Dips And Gold Defies Gravity: What's Moving Markets Monday?
↗
September 29, 2025
Wall Street kicked off the week with modest gains in technology and growth names, while small caps and blue chips stalled as investors braced for a flood of economic data, culminating on Friday with...
Via
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Leading And Lagging Sectors For September 29, 2025
↗
September 29, 2025
Gainers Symbol Name Price Change ($) Change (%) Volume (NYSE: XLB)
Via
Benzinga
Intel, Boeing Rally As Silver Hits $46 And Bitcoin Slips Below $110,000: What's Moving Markets Friday?
↗
September 26, 2025
Wall Street moved modestly higher by midday Friday, yet major indexes remain on pace to break a three-week winning streak. At midday, the S&P 500 was up 0.4% to 6,630, while the Nasdaq 100 gained 0.2%...
Via
Benzinga
Leading And Lagging Sectors For September 26, 2025
↗
September 26, 2025
Gainers Symbol Name Price Change ($) Change (%) Volume (NYSE: XLV)
Via
Benzinga
Wall Street, Bitcoin Drop As Dollar, Treasury Yields Rebound: What's Moving Markets Thursday?
↗
September 25, 2025
Wall Street retreated on Thursday, with major indexes heading for a third straight day of losses as stronger-than-expected economic data reduced hopes for near-term Fed rate cuts and lifted the...
Via
Benzinga
Topics
Economy
Leading And Lagging Sectors For September 25, 2025
↗
September 25, 2025
Gainers Symbol Name Price Change ($) Change (%) Volume (NYSE: XLP)
Via
Benzinga
Wall Street Slips, Energy Stocks Surge On Oil Gains: What's Moving Markets Wednesday?
↗
September 24, 2025
Wall Street traded lower on Wednesday, extending the previous day's risk-off mood sparked by Federal Reserve Chair Jerome Powell's remarks
Via
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Topics
Economy
Leading And Lagging Sectors For September 24, 2025
↗
September 24, 2025
Via
Benzinga
The Magnificent 7 Boom Just Triggered A Dot-Com Era Warning
↗
September 23, 2025
The Magnificent Seven tech giants are now worth $21 trillion—8x more than top health care stocks, echoing dot-com bubble extremes.
Via
Benzinga
Wall Street Pauses For A Breather, Small Caps Soar: What's Moving Markets Tuesday?
↗
September 23, 2025
Wall Street paused on Tuesday after three straight sessions of strong gains that pushed major large-cap indices to fresh records.
Via
Benzinga
Stocks Extend Records, Gold Soars To $3,740: What's Moving Markets Monday?
↗
September 22, 2025
Wall Street is on track for its third straight day of gains, with major large-cap indices extending records as investors remain optimistic about corporate earnings and upcoming rate cuts.
Via
Benzinga
Premier Set For Private Ownership, Eyes Growth Push
↗
September 22, 2025
Premier Inc. to be acquired by Patient Square Capital at $28.25 per share, offering shareholders a 23.8% premium.
Via
Benzinga
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