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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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Sample Portfolio
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Quarterly Performance Reports
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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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
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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
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CONSUMERS STA
(NY:
XLP
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78.23
+0.11 (+0.14%)
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Updated: 8:00 PM EST, Dec 26, 2025
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What ETF Investors Need To Know About GICS Changes
↗
March 17, 2023
Last year, S&P Dow Jones Indices and MSCI announced changes to the Global Industry Classification Standard (GICS) and published the full list of companies that will be affected.
Via
Talk Markets
Three Staples Stocks With Double-Digit Upside Ahead
March 10, 2023
Consumer staples stocks will return to favor as inflation rages on and the FOMC hikes rates above the 5.5% mark later this year.
Via
MarketBeat
Topics
Economy
10 Best Consumer Staples ETFs
March 09, 2023
Consumer staples ETFs may offer trading flexibility, portfolio diversification and tax benefits. Check out the best consumer staples ETFs.
Via
MarketBeat
Topics
ETFs
Stocks
Using Options To Leverage Stock Sector Rotations
↗
March 06, 2023
There were roughly 6,350 stocks listed on the Nasdaq Capital Market and the New York Stock Exchange in the third quarter of 2022 according to Statista – and each of those stocks belongs to one of a...
Via
Benzinga
Are Stock Market Bulls On The Ropes?
↗
February 25, 2023
What are some of the most concerning charts at the end of the week, and what do they say about a resumption of the bear market? Find out in this video.
Via
Talk Markets
What Are Consumer Staples Stocks?
February 24, 2023
Consumer staples stocks come from companies that produce in-demand goods and offer investors a safe harbor during inflation. Learn more.
Via
MarketBeat
Topics
Economy
Identifying The Dimension Where Deterministic Chaos Is Alive In The Stock Market
↗
February 21, 2023
We have estimated approximate entropy for the S&P 500 and its SPDR ETF and we have noticed that all of them have non-linear dependence patterns for the dimension of 3 or 4 days.
Via
Talk Markets
What is Consumer Discretionary?
February 15, 2023
What is consumer discretionary? In a strong economy, consumers spend more on consumer discretionary products. Learn more with MarketBeat.
Via
MarketBeat
Topics
Economy
Consumer Staples vs. Consumer Discretionary
February 15, 2023
What is consumer staples vs. consumer discretionary? In a strong economy, consumers spend more on consumer discretionary products. Learn more with MarketBeat.
Via
MarketBeat
Topics
Economy
A Bull Market Is Coming. Should You Return to Growth Stocks?
↗
February 11, 2023
Growth stocks could be among the first to rally in a bull market.
Via
The Motley Fool
Is It Risk-On Again?
↗
February 09, 2023
This year’s rebound in asset prices around the world suggests that investor sentiment is shifting to risk-on after a year of playing defense.
Via
Talk Markets
What Tyson Foods Q1 Means For Staples Stocks
February 06, 2023
Tyson Foods whiffed in Q1 and missed big on the bottom line, this has the stock trading at a deep discount with a yield of over 3.0%.
Via
MarketBeat
The Week Ahead Commentary - Saturday, Feb. 4
↗
February 05, 2023
Robert Desmond looks at ETF and individual equities for the week just ended and gives his take on trading for the week to come.
Via
Talk Markets
Risk Appetite: Do The Charts Favor The Bulls Or The Bears?
↗
February 04, 2023
How do the charts look after Friday's way-above-expectations jobs report? This week's video looks at a wide variety of charts, ratios, and data sets to assess risk vs. reward in the stock market.
Via
Talk Markets
Are Consumer Stocks Sending Chills To Broader Market?
↗
January 31, 2023
For the first time in 15 years, the discretionary/staples ratio has broken its up-trend and is testing the underside of its rising trend channel.
Via
Talk Markets
Sector Divergence, Earnings Stats
↗
January 31, 2023
Over these last few weeks, as the broad market has rallied, we've definitely seen some sector divergence.
Via
Talk Markets
Global Stocks: Breaking Out?
↗
January 28, 2023
The S&P 500 is attempting to clear what has been an insurmountable trendline dating back to January 2022.
Via
Talk Markets
Rotating Regimes – What To Plan For In 2023
↗
January 21, 2023
Throughout the second half of 2022, active managers turned to sector rotation to help mitigate and recover from substantial losses incurred already. Rotation into and out of low and high volatility...
Via
Talk Markets
Markets Back On The Verge Of Volatility?
↗
January 20, 2023
Financials will continue to lead.
Via
Talk Markets
Bring On The Bears
↗
January 18, 2023
After days of stalling the S&P 500 failed to get above the major trendline and sellers came in swinging.
Via
Talk Markets
Markets At Key Turning Point With Major Earnings Ahead
↗
January 17, 2023
We saw initial selling in the market today and will be watching this particular key price level very closely this week and beyond.
Via
Talk Markets
Top Sector For 2023
↗
January 17, 2023
Technical analysis and opinion on each sector in the stock market and which ones are likely to do the best, and which ones are most likely to lag the overall market.
Via
Talk Markets
Best ETFs, Funds, and Stocks of 2022. A Preview to 2023.
↗
January 14, 2023
In 2022, high inflation and rising bond yields emerged as headwinds for stocks. The S&P 500 declined by over 18%, marking its worst yearly showing since 2008.
Via
Talk Markets
The Market May Have Unrealistic Inflation Expectations
↗
January 08, 2023
The market is expecting a lot when it comes to disinflation in 2023, and the expectations may be unrealistic.
Via
Talk Markets
Leading And Lagging Sectors For January 3, 2023
↗
January 03, 2023
Gainers Symbol Name Price Change ($) Change (%) Volume
Via
Benzinga
2022 Review: US Equity Sectors
↗
December 29, 2022
Annual returns for equity sectors are always a study in contrasts, but the blowout performance of energy stocks in 2022 is unusually divergent vs. the rest of the field.
Via
Talk Markets
The 3 Best Sectors to Invest in for 2023
↗
December 28, 2022
A blend of value and growth defines the best sectors to invest in for 2023. These three sectors best fit the definition.
Via
InvestorPlace
The 25 Charts Of Christmas
↗
December 24, 2022
Is the October rally attempt on the ropes or looking more and more like a major stock market low? Have interest rates peaked or are they headed much higher?
Via
Talk Markets
S&P Falters As Large Print Hits Late In Session: Time To Get Bullish?
↗
December 19, 2022
The hangover from the Fed's statement last week clearly hasn't cleared and questions abound over how the market will end the year.
Via
Talk Markets
AI Stock Forecast: Fighting The Irrational Crowd By Investing Through AI
↗
December 18, 2022
Deviation from rational thinking creates direct losses or opportunity costs in investing activity. AI can capture our biases and feelings, and uncover the knowledge that is covered for a general...
Via
Talk Markets
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