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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
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
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Event Schedule
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TAF
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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UTILITIES SEL
(NY:
XLU
)
41.87
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Updated: 8:00 PM EST, Jan 7, 2026
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SPDR ETF Report - Markets Must Digest What Fed Chair Powell Said
↗
August 25, 2023
Via
Talk Markets
Topics
ETFs
Economy
Energy Holds Above Their 50-DMAs
↗
August 22, 2023
This month has seen a material decline in the percentage of stocks trading above their respective 50-DMAs.
Via
Talk Markets
That’s Enough!
↗
August 22, 2023
Really, I’ve been asking the important question: how high will this bounce take us? I wasn’t so sure we were going to get off so easy as having just a one day bounce and be done with it. Indeed, if you...
Via
Talk Markets
Value Stocks Outshine Growth Amidst Rising Treasury Yields: Key Sectors and Stocks Analyzed
↗
August 21, 2023
The Vanguard Value Index Fund ETF (ARCA: VTV) has beaten the Vanguard Growth Index Fund ETF (ARCA: VUG) by 5% during the past month. The momentum shift comes as investors recalibrate their strategies...
Via
Benzinga
Topics
ETFs
Future Cleaner
↗
August 15, 2023
Thought I’d put up a quick post just to get the day started. Equity futures are down across the board. The big lift yesterday on the /ES, which went up all day yesterday for No Particular Reason ™, has...
Via
Talk Markets
Crossunders Of Weakness
↗
August 07, 2023
Via
Talk Markets
Everything Changed This Week
↗
August 05, 2023
Things changed, and they changed in a powerful fashion.
Via
Talk Markets
Elysium
↗
July 31, 2023
I stopped trading crypto in 2021 (my only year to trade it, and a nicely profitable one at that), but I still think it’s an important part of the overall psyche and zeitgeist.
Via
Talk Markets
Daily Reprieve Only
↗
August 19, 2023
Just as much as gold had been declining going into the BRICS summit, yields are surging and stocks selling off as Friday‘s Jackson Hole approaches.
Via
Talk Markets
Watch Out - Stock Market Fear Is Up
↗
August 19, 2023
In this episode, I explain why stock market fear and volatility is on the rise. I also remind you to calculate and use a margin of safety cushion.
Via
Talk Markets
If You'd Invested $10,000 in The Southern Company 10 Years Ago, This Is How Much You Would Have Today
↗
August 18, 2023
Giant U.S. utility Southern has been a solid performer despite big headwinds, things could get even better from here.
Via
The Motley Fool
Your Mid-August Market Update: Selling And Scanning
↗
August 15, 2023
Stock indexes slid 1% today with bonds closing weaker, down at 2023 lows as interest rates traded up to highs in 2023.
Via
Talk Markets
Topics
Bonds
Weekly Market Pulse: A Positive Feedback Loop?
↗
August 14, 2023
If real interest rates reflect investment demand in the real economy – and that’s pretty standard theory – then rising real rates is obviously a positive sign for the future.
Via
Talk Markets
Topics
Economy
Bond Wave
↗
July 24, 2023
Bonds have been range-bound since mid-November. That’s nine full months of meandering in this sinewave.
Via
Talk Markets
Chin Up, Little Bear
↗
June 25, 2023
In this post I would like to offer the bears (if I may dare to use the plural) some succor.
Via
Talk Markets
US Retail Sales Accelerate, On Track For The Best Streak In Over A Year: Sector ETFs To Watch
↗
August 14, 2023
Via
Benzinga
Topics
ETFs
Which Way Are We Headed? The Market’s Positive Signs
↗
July 30, 2023
No matter how much fear the writers, talking heads, and negative financial publishers amplify, the market continues to grind higher. More importantly, the underlying health of the market has continued...
Via
Talk Markets
JPMorgan, American Express, Microsoft And More: CNBC's 'Final Trades'
↗
July 27, 2023
On CNBC’s "Halftime Report Final Trades," Stephen Weiss of Short Hills Capital Partners named Microsoft Corporation (NASDAQ: MSFT)
Via
Benzinga
Tech Stocks Still Lead Market By Wide Margin This Year
↗
July 27, 2023
This year’s rally in US stocks continues to rely heavily on a handful of red-hot sectors, based on a review of ETFs.
Via
Talk Markets
Is This Sector Setting Up For An Explosive Breakout?
July 24, 2023
Despite a slight decline year-to-date, the XLU's steady recovery and contracting consolidation signal a potential breakout might be on the horizon.
Via
MarketBeat
Topics
ETFs
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
On A Winning Streak! Many Market Signs Appear More Bullish
↗
July 23, 2023
This past week corporate earnings announcements picked up speed. You may recall that we mentioned the large money center Banks had announced the week before. If you did not read last week’s issue, you...
Via
Talk Markets
Equity Market Telegraphing A Strengthening Economy?
↗
July 17, 2023
About a year ago many strategists were calling for a U.S. recession to begin by mid-year this year.
Via
Talk Markets
You Don't Have to Pick a Winner in Utilities. Here's Why.
↗
July 15, 2023
Buffett's Berkshire Hathaway just bought an LNG facility from Dominion Energy. Do you need to get some utility exposure for your portfolio?
Via
The Motley Fool
Your CPI 'Plan For Surprises' And Market Update
↗
July 11, 2023
A look at the
Via
Talk Markets
The Best Performing Energy Stocks Of Q2 2023
↗
July 07, 2023
On June 30th the second quarter and first half of 2023 came to a close. The S&P 500 returned 8.3% for the quarter, but that performance was highly uneven.
Via
Talk Markets
NRG Fastest Mover in S&P As Activist Investor Pushes For Change
June 23, 2023
NRG Energy soared 3.94% as the company announced measures including an anticipated increase in free cash flow, debt reduction, and increased share buybacks.
Via
MarketBeat
Topics
Stocks
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
3 Passive Income Powerhouses to Buy in June
↗
June 09, 2023
Investing in equal parts of this basket of stocks and ETFs produces a dividend yield of 3.4%.
Via
The Motley Fool
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