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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
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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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FINANCIAL SEL
(NY:
XLF
)
54.93
+0.16 (+0.29%)
Official Closing Price
Updated: 8:00 PM EST, Jan 2, 2026
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SPDR ETF Report For Monday, January 22
↗
January 22, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day just ended, Monday, January 22.
Via
Talk Markets
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Momentum Shifts Back To Tech Stocks As Healthcare Lags In 2024
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January 22, 2024
Small Cap traders are taking a break in 2024 as XBI is down 2.51% YTD.
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S&P 500, Nasdaq Jointly Hit New All-Time Highs As AI-Driven Stocks Defy Gravity: What's Driving Markets Friday?
↗
January 19, 2024
Stock market hits record highs, tech stocks lead with all-time highs and strong economic data, Fed rate cuts unlikely.
Via
Benzinga
Topics
Economy
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SPDR ETF Report For Thursday, January 18
↗
January 18, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day just ended, Thursday, January 18.
Via
Talk Markets
Topics
ETFs
S&P 500, Nasdaq, Dow Jones Strike All-Time Highs Ahead Of Key Earnings This Week: What's Driving Markets Monday?
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January 22, 2024
US stocks rise to record highs on strong earnings reports, with small caps outperforming. Dollar steady, gold down, oil up. Bitcoin tumbles. AMD, TSLA, ADM, GILD, WDC top movers. GE, AAPL, FB, AMZN,...
Via
Benzinga
Topics
Stocks
SPDR ETF Report For Wednesday, January 17
↗
January 18, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day just ended, Wednesday, January 17.
Via
Talk Markets
Topics
ETFs
SPDR ETF Report For Tuesday, January 16
↗
January 17, 2024
Via
Talk Markets
Topics
ETFs
Morgan Stanley's Earnings: Q4 Beats Revenue Estimates Despite Profit Decline
↗
January 16, 2024
Morgan Stanley (NYSE: MS) reports Q4 net profit of $1.5B, beats revenue consensus at $12.9B. Wealth Management unchanged, Investment Banking up 5.3%, Investment Management flat.
Via
Benzinga
The Biggest Banks Reported Earnings Today: This One Is The Clear Leader
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January 12, 2024
A slew of bank earnings from the largest financial institutions in the world were released this morning, providing insight into their Q4 and 2023 performance.
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US Banking Sector Sees Fourth Consecutive Day Of Losses After Q4 Earnings Release
↗
January 12, 2024
A basket of the 24 largest U.S. banking stocks — as monitored by the Invesco KBW Bank ETF — declined by 1.4% at midday trading in New York.
Via
Benzinga
Topics
ETFs
JPMorgan Chase Vs. Bank of America: Which Stock Offers More Value?
↗
January 12, 2024
JPM and BAC report Q4 2023 earnings. JPM stock up 25%, BAC lags. With anticipated rate cuts, investors question value. Analysts see more upside in BAC stock.
Via
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SPDR ETF Report For Thursday, January 11
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January 11, 2024
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Topics
ETFs
What Tomorrow’s Bank Earnings Can Tell You About What’s Coming Next
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January 11, 2024
A discussion about the upcoming bank earnings.
Via
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Bank Earnings Season Begins Friday: Analysts Warn Of Possible 'Sell-Off' On Day 1
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January 11, 2024
6 banks are scheduled to unveil their fourth-quarter results Friday. Will there be a sell-off?
Via
Benzinga
SPDR ETF Report For Wednesday, January 10
↗
January 10, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day just ended, Wednesday, January 10.
Via
Talk Markets
Topics
ETFs
Your Market Update Ahead Of The CPI And Financial Stock Earnings
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January 10, 2024
This week may not have started with high volatility, but it could ended that way.
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US Banks Create Profits Out Of Thin Air Thanks To This Fed Trick: A Burden For US Taxpayers?
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January 10, 2024
This lucrative situation for banks spells a cost for U.S. taxpayers. Interest payments the Fed makes on bank reserves are a liability for the central bank.
Via
Benzinga
Topics
Economy
SPDR ETF Report For Tuesday, January 9
↗
January 09, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day just ended, Tuesday, January 9.
Via
Talk Markets
Topics
ETFs
Five Sector ETFs To Bet On Ahead Of Q4 Earnings
↗
January 09, 2024
The fourth-quarter 2023 earnings season will kick off this week, with the banking sector slated to report numbers.
Via
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Topics
ETFs
The truth behind Goldman Sachs's surprising stock rally
January 09, 2024
According to analyst EPS projections, Goldman Sachs stock is only getting started on its new bull run, which now shows a higher ceiling.
Via
MarketBeat
Topics
Economy
5 ETF Zones Scaling New Highs At The Start Of 2024
↗
January 08, 2024
The start of 2024 has been weak for the global stock market after a blockbuster 2023. Still, a few corners of the stock market are outperforming, pushing ETFs to new 52-week highs.
Via
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Topics
ETFs
A Rough Start To 2024 What Might Be In Store For The Rest Of 2024?
↗
January 07, 2024
The market was weighed down by several negative factors that began before the bell even rang at Broad and Wall on the first trading day of this New Year.
Via
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When Good Market News Goes Bad
↗
January 05, 2024
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Charted: S&P 500 Sector Performance In 2023
↗
January 05, 2024
Information Technology, Communication Services, and Consumer Discretionary were the three biggest winners in 2023, all of them up more than 40% for the year.
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Topics
Stocks
US Stocks Attempt Rebound, Bonds Falter, Regional Banks Rise: What's Driving Markets Friday?
↗
January 05, 2024
It's a mixed session at the end of a bearish week on Wall Street, with major U.S. stock averages reacting to conflicting economic data released Friday.
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Benzinga
SPDR ETF Report For Thursday, January 4
↗
January 05, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day just ended, Thursday, January 4.
Via
Talk Markets
Topics
ETFs
Top Bank Stock Picks For 2024: 'Valuations Are At 50% Discount To S&P 500,' Analysts Say
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January 04, 2024
Bank of America's equity analysts led by Ebrahim H. Poonawala predict a bullish trend in banking stocks in 2024 due to changing economic landscape, policy shifts and strategic positioning of individual...
Via
Benzinga
Topics
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Tech Stocks Ease Further, Bond Yields Rise, Banks Outperform: What's Driving Markets Thursday?
↗
January 04, 2024
The early 2024 sell-off has slowed down on Wall Street, with major indices showing flat or marginal performance at noon in New York on Thursday, except for the tech-heavy Nasdaq 100, which continued to...
Via
Benzinga
2023 Year End Sector Review
↗
January 04, 2024
A look at how companies performed during 2023 in the communications services, consumer discretionary, consumer staples, energy, and financial services sectors.
Via
Talk Markets
SPDR ETF Report For Wednesday, January 3
↗
January 04, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day just ended, Wednesday, January 3.
Via
Talk Markets
Topics
ETFs
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