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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
Total Asset Fund (TAF)
TAF sm Program
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Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
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TAV Program
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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
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Event Schedule
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Event Schedule
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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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iShares Core S&P 500 ETF
(NY:
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Updated: 8:00 PM EST, Jan 7, 2026
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All News about iShares Core S&P 500 ETF
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GM Stock Gets Some Relief From Insider Buying, But Retail Traders Aren’t Shaking Off Trump Jitters
↗
January 31, 2025
The slide comes amid regulatory uncertainty over former President Donald Trump’s proposal to impose tariffs next month of up to 25% on auto imports from Mexico and Canada.
Via
Stocktwits
Topics
Government
World Trade
T-Mobile Q4 Earnings: Beats Estimates, Adds 1.9 Million Postpaid Customers, Targets 6 Million New Customers In 2025
↗
January 29, 2025
T-Mobile reported strong Q4 results, with earnings of $2.57 per share and revenue of $21.87 billion. CEO Mike Sievert highlighted record postpaid customer additions and low churn. Stock up 8.52%
Via
Benzinga
3 ETFs Shine As Trump's First Week Sparks Record Gains Followed By Tech Slump
↗
January 28, 2025
The S&P 500 had a strong first week, with ETFs such as SPY, VOO and IVV seeing gains. Were Trump's economic policies a factor?
Via
Benzinga
Topics
ETFs
Government
Stocks
GM Sparks Retail Optimism With 2025 Outlook And Q4 Beat, But Stock Tumbles After CEO Barra Flags Trump Tariff Risk
↗
January 28, 2025
In a CNBC interview, Barra revealed that she had a "long" and "productive" discussion with President Donald Trump, who plans to slap a 25% tariff on imports from Mexico and Canada from next month.
Via
Stocktwits
Topics
Government
World Trade
Moderna Retains Retail Support With European COVID-19 Vaccine Tender Win, Stock Hits 2-Week High
↗
January 24, 2025
The agreement, which spans up to four years, allows 17 participating countries access to Moderna’s vaccine in various formats.
Via
Stocktwits
Happy Birthday S&P 500 SPY ETF! If You Invested $1,000 In SPY At Launch, Here's How Much You'd Have Today
↗
January 22, 2025
The SPDR S&P 500 ETF Trust is the oldest U.S. based ETF and largest by assets under management. A look back at the history on the ETF's birthday.
Via
Benzinga
Topics
ETFs
Stocks
Seagate Stock Soars To 3-Month High On Q2 Beat: Retail Stays Bullish
↗
January 22, 2025
CEO Dave Mosley said the company is in a great position to “deliver profitable growth” in fiscal year 2025.
Via
Stocktwits
Ford's 6-Day Winning Streak At Risk After Analyst Downgrade: Retail Sentiment Wavers
↗
January 22, 2025
While Ford's cost-cutting efforts offer potential offsets, the analyst noted significant uncertainty about the company's path to improving margins.
Via
Stocktwits
Seagate Sock Jumps Ahead Of Q2 Results As It Replaces Apple As Morgan Stanley’s Top IT Pick: Retail Upbeat
↗
January 21, 2025
On average, analysts expect Seagate to report non-GAAP earnings per share of $1.88 and revenue of $2.32 billion.
Via
Stocktwits
Moderna Stock Jumps On $590M US Award For Bird Flu Vaccine Development, But Retail Doubts Longevity Under Trump
↗
January 21, 2025
In 2023, Moderna initiated a Phase 1/2 study to assess the safety and immunogenicity of its investigational bird flu vaccine, mRNA-1018, in healthy adults aged 18 and older.
Via
Stocktwits
ETFs In 2025: Fee Wars, Crypto Booms, And The Risks Ahead
↗
January 20, 2025
ETF Store's Nate Geraci predicts we're about to see some serious competition among the biggest S&P 500 ETFs.
Via
Benzinga
Topics
ETFs
Stocks
Intel Stock Gains On Speculative Buyout Report, Details Remain Unclear
↗
January 17, 2025
Intel stock gains on reports of acquisition interest, but has struggled in past year. CFO acknowledges potential sale of divisions.
Via
Benzinga
BlackRock Bolsters Outcome-Oriented ETF Suite with Accelerated Return Strategy
January 16, 2025
From
BlackRock
Via
Business Wire
BlackRock's ETF Business Excels In 2024 With Record $390 Billion Net Inflows
↗
January 16, 2025
BlackRock Inc. (BLK) discussed the role of ETFs in its growth strategy, reporting $390B in net inflows in 2024. Its CEO highlighted the success of iShares and new offerings like Active ETFs and a...
Via
Benzinga
Topics
ETFs
BlackRock Generates Industry-Leading ETF Inflows Of $390 Billion In 2024: Here Are Five iShares ETFs That Investors Should Look Out For
↗
January 16, 2025
BlackRock Inc experienced a year of exceptional growth in 2024, with $390 billion in net inflows into its exchange-traded funds.
Via
Benzinga
Topics
ETFs
Seagate Stock Rises Despite Analyst Cutting Price Target Ahead of Quarterly Results: Retail Remains On Sidelines
↗
January 15, 2025
Seagate is scheduled to report its fiscal year 2025 second-quarter results after the market closes on Tuesday.
Via
Stocktwits
Intel Plans To Spin Off $5 Billion Venture Capital Segment, Will Remain Anchor Investor
↗
January 15, 2025
Intel announced plans to separate its VC arm into a standalone fund, giving it more autonomy and ability to attract external capital.
Via
Benzinga
Strong Dollar's Ripple Effect: What It Means For S&P 500 ETFs
↗
January 14, 2025
Strong US dollar affects US multinationals with foreign revenue, ETFs tracking S&P500 could see varied performance, tech stocks with high foreign exposure at risk.
Via
Benzinga
Topics
ETFs
Stocks
Moderna Stock Sinks To Over 5-Year Low On $1B Sales Guidance Cut: Retail’s Shaken
↗
January 13, 2025
The revised projection largely reflects declining COVID-19 vaccine demand, as fewer people seek boosters amid the ongoing shift to an endemic phase.
Via
Stocktwits
HP Enterprises Said To Have Snagged $1B AI Server Contract From Elon Musk’s X, Outbidding Dell, Super Micro: Retail Gears For Strong Stock Rally
↗
January 12, 2025
HP Enterprises may have secured the contract due to its liquid-cooling tech but large contracts could be a drag on margins, Bloomberg said.
Via
Stocktwits
Topics
Artificial Intelligence
ETF Launches Hit A Record In 2024: A Look At The Top Themes
↗
January 12, 2025
Via
Talk Markets
Topics
ETFs
S&P 500 Index Forecast As Bond Yields Rise, Earning Season Starts
↗
January 12, 2025
The S&P 500 index has pulled back in the past few weeks as investors focus on the bond market and its rising risks.
Via
Talk Markets
Topics
Bonds
ETFs
Stocks
Equity Dominates ETF Inflows At The Start Of 2025
↗
January 07, 2025
ETF inflows started 2025 with a bang as investors poured in 31.7 billion in capital last week in funds across various categories.
Via
Talk Markets
Topics
ETFs
5 Most-Loved ETFs Of 2024
↗
January 04, 2025
The ETF industry saw explosive growth in 2024, as the space piled up huge assets amid the stock market surge. ETFs across various categories pulled in a record $1.12 trillion in capital last year. But...
Via
Talk Markets
Topics
ETFs
3 Reasons Vanguard S&P 500 ETF Is a Must-Buy for Long-Term Investors
↗
January 02, 2025
Thinking about your long-term investment strategy? Here's why the Vanguard S&P 500 ETF should be at the top of your list.
Via
The Motley Fool
Topics
ETFs
Stocks
Billionaires Couldn't Get Enough of This ETF in 2024. Is It Right for You in 2025?
↗
January 01, 2025
Via
The Motley Fool
Topics
ETFs
S&P 500 ETFs: Expense Ratios That Can Boost Your Long-Term Gains
December 27, 2024
With the S&P 500 hitting record highs many times in 2024, there remain many compelling reasons for investors to enter (or add to) positions in S&P 500 ETFs.
Via
MarketBeat
Topics
ETFs
Economy
Stocks
Lockheed Martin Secures $3.37 Billion F-35 Contract And More
↗
December 24, 2024
Lockheed Martin secures $3.37B contract for F-35 support, wins other defense deals. Analysts concerned about Musk's drone push. Goldman Sachs rates as Sell.
Via
Benzinga
ETF Market Sets Records In 2024 As Inflows Reach $1.6 Trillion: 7 Funds Leading Charge
↗
December 19, 2024
ETFs rewriting financial rules, 2024 record year for industry with $1.6 trillion inflows and $15.1 trillion AUM, active ETFs rising, SPY vs VOO rivalry.
Via
Benzinga
Topics
ETFs
The Most Popular ETFs Of 2024
↗
December 11, 2024
2024 has been an exceptional year for the exchange-traded fund (ETF) industry, with numerous major milestones and records.
Via
Talk Markets
Topics
ETFs
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