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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
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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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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
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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State Street SPDR S&P Regional Banking ETF
(NY:
KRE
)
75.02
-1.16 (-1.52%)
Official Closing Price
Updated: 8:00 PM EDT, Jul 2, 2026
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AskSlim Market Week - Friday, Oct. 19
↗
October 18, 2024
An analysis and commentary on the financial markets.
Via
Talk Markets
Russell 2000 Poised For Major Technical Breakout: Analyst Eyes 'A Trend Reversal In Favor Of Small Caps Outperforming' S&P 500
↗
October 16, 2024
Russell 2000 Index, a benchmark for small-cap stocks, may break out to levels not seen since November 2021. Strong economy and low rates could propel it.
Via
Benzinga
Topics
Economy
Stocks
Tech Stocks Stall, Small Caps Surge As Regional Banks Rally, Airlines Rocket: What's Driving Markets Wednesday?
↗
October 16, 2024
Small-cap stocks outperformed large caps in Wednesday's session, with the Russell 2000 Index surging to test July 2024 highs on the back of expectations for interest rate cuts and a strong rally in...
Via
Benzinga
Chipmaker Stocks Sink On ASML Earnings Leak, Oil Eyes Worst 1-Day Drop This Year, Small Caps Rally: What's Driving Markets Tuesday?
↗
October 15, 2024
A wave of market-relevant news fueled an active trading session on Wall Street Tuesday, with large-cap indices falling due to sharp declines in tech and energy stocks, while small-caps outperformed,...
Via
Benzinga
Financial Sector Hits Record Highs As Goldman Sachs, Bank of America, Citi Beat Q3 Earnings Expectations
↗
October 15, 2024
Major US bank stocks, measured by Financial Select Sector SPDR Fund, set to extend record highs on strong Q3 earnings. Goldman Sachs, Bank of America, Citigroup, and Charles Schwab beat expectations.
Via
Benzinga
Welcome To The “Pain Trade” - Here’s What To Do About It
↗
October 14, 2024
The market is grinding higher, satisfying pretty much nobody. The bulls are left wanting more, whereas the bears who were short the market are forced to cover.
Via
Talk Markets
Wall Street Marks New Highs As Bank Stocks Rally, Tesla Tumbles As Robotaxi Disappoints: What's Driving Markets Friday?
↗
October 11, 2024
Friday's trading session saw another robust rally on Wall Street, with the S&P 500 and Dow Jones Industrial Average both reaching new record highs, fueled by better-than-expected third-quarter earnings...
Via
Benzinga
Topics
Stocks
S&P 500, Dow Jones Hit New Record Highs As Financial Stocks Soar On Upbeat Earnings
↗
October 11, 2024
Financial stocks lead Wall Street rally as S&P 500 and Dow hit record highs on strong bank earnings, overshadowing mixed economic data.
Via
Benzinga
Topics
Stocks
Key Index And Sectors Are Inside Last Week’s Range
↗
October 09, 2024
The ultimate technical pattern that represents indecision is when by midweek, the price range remains stuck inside the trading pattern of the week prior.
Via
Talk Markets
Banks Gear Up For Earnings Season: 15 Top Stock Picks Including Citigroup, Morgan Stanley, And Truist
↗
October 09, 2024
US banks' earnings season kicks off Friday with major players like JPMorgan, Wells Fargo, and Bank of New York Mellon reporting. Analysts expect positive performance driven by Fed rate cuts and excess...
Via
Benzinga
Topics
Economy
US Banks Earnings Preview: Soft-Landing Hopes, Interest Rate Cuts, Key Catalysts For Stocks
↗
October 07, 2024
Bank stocks may rebound with a soft-landing, rate cuts, and improved customer activity, but political risks and lower interest rates could dampen growth.
Via
Benzinga
SPDR ETF Report For Friday, Oct 4
↗
October 05, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Friday, October 4.
Via
Talk Markets
Topics
ETFs
BofA Highlights 3 Value Sectors Amid Fed's 'Rare Double Whammy' Of Stimulus
↗
October 01, 2024
Bank of America has spotlighted three sectors that could benefit from the Federal Reserve's rare dual approach of rate cuts and rising corporate profits.
Via
Benzinga
Topics
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SPDR ETF Report For Friday, Sept 20
↗
September 21, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Friday, September 20.
Via
Talk Markets
Topics
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The Fed Fumbles… And Hands Us Huge Opportunities
↗
September 18, 2024
The Fed slashed interest rates by 50 basis points today… while saying they intended to run a “rather restrictive policy”. The reaction was fairly muted - a lot of this has been baked in.
Via
Talk Markets
Topics
Economy
Can CPI Be Too Low?
↗
September 11, 2024
Higher S&P 500 high was made as per premium predictions, and the same goes for selloff at the open bringing sizable intraday gains to clients.
Via
Talk Markets
Topics
Stocks
Wall Street Falls Ahead Of Trump-Harris Debate, Bank Stocks Tumble, Oil Plummets To $65 On Weaker Demand Outlook: What's Driving Markets Tuesday?
↗
September 10, 2024
Risk aversion is shaping another tough day for Wall Street, with stocks trading in the red as investors await the presidential debate between Vice President Kamala Harris and former President Donald...
Via
Benzinga
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Economic Modern Family-The Good, Bad and Ugly
↗
September 08, 2024
When we examine the weekly charts, we see a return to August lows possible. We see a return to May lows as a gift. Let's take a deeper dive...
Via
Talk Markets
SPDR ETF Report For Friday, Aug 30
↗
August 31, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Friday, August 30.
Via
Talk Markets
Topics
ETFs
Prediction: This ETF Will Soar Over the Rest of the Year
↗
August 29, 2024
Regional banks look poised for more gains.
Via
The Motley Fool
Topics
ETFs
Can Regional Banks Outperform Large Institutions As Fed Rate Cuts Loom? 'Small Banks Are Plenty Cheap,' But...
↗
August 27, 2024
The Fed awaits a widely anticipated interest-rate cut cycle. Can regional banks outperform their larger counterparts in the coming months?
Via
Benzinga
Topics
Economy
Is Soft Landing Secured Now?
↗
August 24, 2024
Powell didn't disappoint the doves – personally, though, I wonder why such a degree of surprise when the time is quite right to do a victory lap around disinflation progress.
Via
Talk Markets
Forget New York Community Bancorp: Billionaires Are Buying Up This Bank Stock Instead
↗
August 24, 2024
New York Community Bancorp faced adversity and crumbled. M&T Bank is sailing right along under the same conditions.
Via
The Motley Fool
Powell's Dovish Stance Ignites Rally In Stocks Craving Lower Borrowing Costs: 3 ETFs Positioned For Fed Rate Cuts
↗
August 23, 2024
These three ETFs rallied on Friday after Jerome Powell promised to "adjust" policy: regional banks, solar, and home builders.
Via
Benzinga
Topics
ETFs
Economy
Russell 2000 Outshines S&P 500, Nasdaq 100 As Powell Eyes Rate Cuts; Dollar Sinks, Regional Banks Rocket: What's Driving Markets Friday?
↗
August 23, 2024
Federal Reserve Chairman Jerome Powell has dispelled any remaining uncertainty by signaling that the central bank is preparing to shift its monetary policy, effectively paving the way for imminent...
Via
Benzinga
Topics
Economy
Stocks
Powell's Rate Cut Signal Triggers Small-Cap Rally, Gold Makes Record Highs, Dollar Tumbles: 7 ETFs On The Move
↗
August 23, 2024
Fed Chair Jerome Powell's comments on rate cuts spark a market rally and drop in the dollar. Small caps outperformed, real estate and interest-rate sensitive industries saw gains.
Via
Benzinga
Topics
ETFs
Economy
Did Granny Retail And Buffett Save The Equities Market?
↗
August 15, 2024
XRT told us a lot after the economic data already out earlier in the week (CPI PPI), and then the retail sales and earnings reports that came out today.
Via
Talk Markets
Bank of Hawaii's Earnings Growth Could Be Challenging, Says Bearish Analyst
↗
August 12, 2024
Bank of Hawaii's stock has gained versus peers, while profitability lags. Piper Sandler analyst downgrades the stock and cuts the price target.
Via
Benzinga
ETFs Where Are They Now?
↗
August 11, 2024
Did this past week really resolve which way the Modern Family wants to go from here? In some ways yes and other ways no.
Via
Talk Markets
Topics
ETFs
SPDR ETF Report For Friday, Aug 9
↗
August 09, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Friday, August 9.
Via
Talk Markets
Topics
ETFs
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