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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
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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
Client Information
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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
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FINANCIAL SEL
(NY:
XLF
)
54.93
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Updated: 8:00 PM EST, Jan 2, 2026
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S&P 500, Nasdaq Slip As Tech Underperforms, Oil Reacts to OPEC+: What's Driving Markets Thursday?
↗
November 30, 2023
Thursday’s trading session on Wall Street presents a mixed picture, characterized by notable fluctuations in major indices. While tech-heavy benchmarks like the S&P 500 and the Nasdaq 100 are...
Via
Benzinga
Topics
Stocks
Chilling 2024 S&P 500 Outlook: Why JPMorgan Analysts Project Nightmare Scenario For Stocks
↗
November 30, 2023
JP Morgan is bearish on the US stock market in 2024, predicting an 8% drop. They point to rich valuations, aging cycle, restrictive monetary policy, geopolitical risks, and rising debt costs as factors...
Via
Benzinga
Topics
Stocks
A Tactical Look At Sectors
↗
November 21, 2023
A discussion of practical applications for sector indices.
Via
Talk Markets
SPY Breakout
↗
November 12, 2023
SPX is powering higher, and will shake off Moody's outlook downgrade in an instant.
Via
Talk Markets
We Are Now At The 'Soft Landing': Economists, Markets React To Subdued PCE Inflation Data
↗
November 30, 2023
The PCE inflation rate eased from 3.4% to 3% in Oct., returning to June 2023 levels. Traders expect a 77% likelihood of a rate cut by May 2024, with mixed market reactions.
Via
Benzinga
Topics
Economy
SPDR ETF Report For Wednesday, November 29
↗
November 30, 2023
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day just ended, Wednesday, November 29
Via
Talk Markets
Topics
ETFs
Is An Economic Slowdown Bullish For Markets?
↗
November 29, 2023
The Magnificent 7 make up all of the S&P 500 gains in 2023. That is really incredible when you think about it.
Via
Talk Markets
Topics
Stocks
Stocks Drift Higher On Stronger GDP Data, Oil Rebounds As OPEC+ Mulls Cuts: What's Driving Markets Wednesday?
↗
November 29, 2023
Stocks are experiencing their 16th green session out of the 20 so far in November, with the S&P 500 index reaching its highest level since early August, and the Nasdaq 100 just 4.4% below its all-time...
Via
Benzinga
Stock And Sector Checklist To End November (And Enter December 2023)
↗
November 28, 2023
We're quickly coming to the end of 2023 and getting ready to start a fresh new year that's a month away.
Via
Talk Markets
Bank stocks soar with these top performers
November 22, 2023
The financial sector, particularly bank stocks, has been on a tear lightly, clawing back losses from the year and edging into positive territory.
Via
MarketBeat
Topics
ETFs
Economy
SPDR ETF Report For Tuesday, November 21
↗
November 22, 2023
Via
Talk Markets
Topics
ETFs
Nasdaq Fearing Short End Yields
↗
November 19, 2023
Financials keep confirming the bullish turn – there is no solid upleg without XLF participating. The degree of enthusiasm is promising. Potential for an inverted yield curve (where short term yields...
Via
Talk Markets
Topics
Economy
SPDR ETF Report For Thursday, November 16
↗
November 17, 2023
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day just ended, Thursday, November 16.
Via
Talk Markets
Topics
ETFs
SPDR ETF Report For Tuesday, November 14
↗
November 15, 2023
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day just ended, Tuesday, November 14
Via
Talk Markets
Topics
ETFs
Capitalizing on value: 3 undervalued stocks ready for resurgence
November 14, 2023
Albemarle, Match Group, and PayPal are undervalued, relative to analysts' price forecasts, with Wall Street eyeing double-digit price appreciation for each.
Via
MarketBeat
SPDR ETF Report For Monday, November 13
↗
November 14, 2023
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day just ended, Monday, November 13
Via
Talk Markets
Topics
ETFs
Which Way Is The Stock Market Going To Break?
↗
November 10, 2023
With CPI on next week's calendar, what are the charts saying relative to which way the stock market may break near a vital inflection region?
Via
Talk Markets
Magnificent Market Moves Or A High-Stakes Gamble?
↗
November 10, 2023
Fed speaks markets do not listen.
Via
Talk Markets
Topics
Economy
Interest rates propel insurers' earnings to new highs
November 10, 2023
The insurance sector, including Progressive and Chubb, outperforms with steady earnings growth and favorable market conditions amid rising interest rates.
Via
MarketBeat
Topics
ETFs
Dow Jones Futures: S&P 500 Win Streak Ends On Treasury Auction, Powell Comments; Tesla Tumbles
↗
November 09, 2023
Dow Jones futures: The S&P 500 win streak is over, on a poor Treasury auction and Fed chief Powell comments. Tesla stock was a big loser.
Via
Investor's Business Daily
Topics
Economy
Stocks
SPDR ETF Report For Tuesday, November 7
↗
November 08, 2023
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day just ended, Tuesday, November 7
Via
Talk Markets
Topics
ETFs
Banking and trucking: Is the economy rolling toward troubles?
November 07, 2023
The seizure of an Iowa bank rippled through the banking sector. Bad loans were due to the troubled trucking industry, signaling possible economic woes ahead.
Via
MarketBeat
Topics
ETFs
Economy
Bank Stocks Hit Historic 80-Year Low Vs. S&P 500: Analyst Sees Bear Market Bounce As Fed Rates Peak
↗
November 06, 2023
U.S. banking stocks face challenges, but analysts believe a bear market bounce is possible if two conditions are met.
Via
Benzinga
Topics
Economy
Stocks
Can The Fed-Induced Upside Insanity Sustain Markets?
↗
November 05, 2023
In this weekend update, I review the past week's price action. I also discuss the recent frenzy seen in the stock markets.
Via
Talk Markets
U.S. Weekly FundFlows: Equity ETFs Attract $7.8 Billion In Inflows
↗
November 03, 2023
During the fund-flows week that ended November 1, 2023, investors were overall net purchasers of fund assets (including both conventional funds and ETFs) for the second week in a row, adding a net...
Via
Talk Markets
Topics
ETFs
SPDR ETF Report For Thursday, November 2
↗
November 03, 2023
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day just ended, Thursday, November 2.
Via
Talk Markets
Topics
ETFs
Markets On Fire With Extreme Moves
↗
November 02, 2023
Markets exploded to the upside off the FED comments but traders are questioning the validity of the move. Are we headed higher or is this the quintessential rip your face off rally?
Via
Talk Markets
5 Sector ETFs For Bountiful Returns In November
↗
November 02, 2023
After a dismal October, U.S. stocks rallied at the start of November and will likely continue their strong trend throughout the month.
Via
Talk Markets
Topics
ETFs
SPDR ETF Report For Tuesday, October 31
↗
November 01, 2023
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day just ended, Tuesday, October 31.
Via
Talk Markets
Topics
ETFs
Gold Breaking Out Vs. US Banks
↗
October 31, 2023
This week we will look at the performance of gold compared to the United States financial sector. When this relationship is rising, it can be said that investors are showing a preference for hard...
Via
Talk Markets
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