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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
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
Featured Quarterly Newsletter
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INDUSTRIAL SEL
(NY:
XLI
)
158.97
UNCHANGED
Streaming Delayed Price
Updated: 8:00 PM EST, Jan 7, 2026
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SPDR ETF Report For Monday, March 21
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March 21, 2022
A review of the day's trading in various SPDR-ETF markets for the trading day.
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SPDR ETF Report for Sunday, March 20
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March 20, 2022
Reviewing the day's trading in 10 of the various SPDR ETF markets, and several newsworthy stocks.
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Market Recap - An impressive rally
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March 18, 2022
The S&P 500 has rallied 6.9% over the past four days. The rally is impressive, but we're still not out of the woods.
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“Home Sweet Home” Stock Market (And Sentiment Results)
↗
March 17, 2022
Only 2 things that held them back: 1) Government Regulatory Crackdown 2) De-listing risk. BOTH were addressed overnight by Vice Premier Liu He when he said, “actively introduce policies that benefit...
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Contemplating Concentration
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March 14, 2022
After the exceptional performance of large-cap stocks in recent years, concentration concerns naturally come to mind.
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Under The Surface, Many Stocks Are Down A Lot
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March 14, 2022
The price-only return for the S&P 500 Index shows it down 11.29%, however, the index remains up 6.73% on a one-year basis.
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Style Perspectives In Vogue
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March 11, 2022
U.S. equities have had a tough start to the year amid rising inflation concerns, anticipated rate hikes by the Federal Reserve, earnings misses from several mega-cap companies, and ongoing geopolitical...
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4 Sector ETFs To Bet Big On Upbeat U.S. Manufacturing Data
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March 05, 2022
Against the current economic backdrop, we highlight some sectors that emerged winners last month. Though some associated sector ETFs have lost in returns, the manufacturing data shows strength in the...
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Russia/Ukraine Conflict and Implications on Sector Views
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March 02, 2022
For positioning, investors should be ready for volatility as events unfold and focus on more defensive sectors of the economy.
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SPDR ETF Report For Tuesday, March 1
↗
March 01, 2022
A review of the day's trading in various SPDR-ETF markets for the trading day just ended.
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SPDR ETF Report For Monday, Feb.28
↗
February 28, 2022
A review of the day's trading in various SPDR-ETF markets for the trading day just ended.
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SPDR ETF Report For Friday, Feb.25
↗
February 25, 2022
A review of the day's trading in various SPDR-ETF markets for the trading day just ended.
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SPDR ETF Report For Wednesday, Feb.23
↗
February 23, 2022
A review of the day's trading in various SPDR-ETF markets for the trading day just ended.
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Two Volatile Sectors
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February 18, 2022
The volatility of the Information Technology and Consumer Discretionary sectors increased by 2% and 3%, respectively, while the volatility of the remaining sectors was either flat or down.
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SPDR ETF Report For Friday, Feb.18
↗
February 18, 2022
A review of the day's trading in various SPDR-ETF markets for the trading day just ended.
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Leading And Lagging Sectors For February 17, 2022
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February 17, 2022
Gainers Symbol Name Pr...
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SPDR ETF Report For Tuesday, Feb.15
↗
February 15, 2022
A review of the day's trading in various SPDR-ETF markets for the trading day just ended.
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SPDR ETF Report For Monday, Feb.14
↗
February 14, 2022
A review of the day's trading in various SPDR-ETF markets for the trading day just ended.
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One of These Sectors Is Not Like the Others
↗
February 14, 2022
While most sectors are firmly in the red on a year-to-date basis, Energy has rallied over 25%, and it’s only mid-February.
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How Are Industrial ETFs Reacting To Mixed Q4 Earnings?
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February 12, 2022
The industrial sector is expected to remain strong as improving labor market conditions highlights brighter prospects. Against this backdrop, we will take a look at ETFs exposed to the industrial...
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Leading And Lagging Sectors For February 11, 2022
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February 11, 2022
Gainers Symbol Name Pr...
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SPDR ETF Report For Thursday, Feb.10
↗
February 10, 2022
A review of the day's trading in various SPDR-ETF markets for the trading day just ended.
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Leading And Lagging Sectors For February 10, 2022
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February 10, 2022
Gainers Symbol Name Pr...
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SPDR ETF Report For Wednessday, Feb. 9
↗
February 09, 2022
A review of the day's trading in various SPDR-ETF markets for the trading day just ended.
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Sector Performance YTD: Energy Dominates
↗
February 08, 2022
Stocks in the Energy sector are up an average of 21.6% YTD which is more than 18 percentage points higher than the next closest sector (Financials).
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Leading And Lagging Sectors For February 3, 2022
↗
February 03, 2022
Gainers No gainer in today's Pre-market session. Losers Symbol
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Commodities on the Front Foot in January
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February 01, 2022
The strong inflation tailwind that supported commodities in 2021 has bled into 2022, as the S&P GSCI started the year on the front foot.
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Sector Views: How Higher Yields Impact Equity Valuations
↗
February 01, 2022
This month we will be dissecting the dividend discount model (DDM), its various uses, and how higher yields impact the intrinsic value of equity valuations.
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SPDR ETF Report For Monday, Jan. 31
↗
January 31, 2022
A review of the day's trading in various SPDR-ETF markets for the trading day just ended.
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Leading And Lagging Sectors For January 31, 2022
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January 31, 2022
Gainers Symbol Name Pr...
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