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about us
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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
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contact us
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Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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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
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Event Schedule
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Investing During Uncertain Times
Read FULL Seminar Here
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iShares U.S. Home Construction ETF
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The Short-Term Uptrend Has Remained Intact
↗
November 18, 2023
The current short-term uptrend has remained intact, with the PMO index finally reaching the top of the range on Friday. This means that the majority of stocks are once again in sync with the short-term...
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5 ETFs Set To Gain As Inflation Cools Down
↗
November 15, 2023
With easing inflation, some sectors tend to perform better than others. Here are five ETFs from five sectors that will benefit the most from the slowdown in inflation.
Via
Talk Markets
Topics
ETFs
Economy
Charting The Market Landscape
↗
November 13, 2023
In this article, the ten ETF charts share a crucial similarity: all have made robust movements toward key resistance levels
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Topics
ETFs
Market Freaked Out By Fed
↗
November 09, 2023
In today's video, we look at the 30-year bond auction and Fed Chair Jerome Powell's statement. We discuss the worst performance in the 30-year bond auction in years and we review the Fed's tacit...
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Talk Markets
Topics
Bonds
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What Stocks Drove The Recent Record Rally? A Breakdown You Can't Miss
↗
November 07, 2023
The technology sector has done well during the recent stock market rally as seen in indices such as Nasdaq 100 and S&P 500.
Via
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Topics
Stocks
Rates Hit Homebuilders
↗
October 17, 2023
Among industrial production and retail sales, the other major economic release this morning was homebuilder sentiment from the NAHB.
Via
Talk Markets
Large Decline In Homebuilder Sentiment
↗
September 18, 2023
For a second month in a row, homebuilder sentiment slumped with the NAHB's Housing Market Index falling from its recent high of 56 in June down to 45 in August.
Via
Talk Markets
Taking Advantage Of Bond Market Volatility
↗
October 26, 2023
In today's video, we look at increased volatility in bond prices. We discuss a possible bounce and bond yield peak. We also discuss which areas of the market should benefit from peak yields.
Via
Talk Markets
Topics
Bonds
Uber Technologies, Microsoft And More On CNBC's 'Final Trades'
↗
October 23, 2023
On CNBC’s "Halftime Report Final Trades," Shannon Saccocia of Boston Private named iShares US Consumer Staples ETF (BATS: IYK),
Via
Benzinga
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Bonds See Inflow, Construction And Natural Gas Drop - ETF Winners And Losers: Small-Cap Flows
↗
October 18, 2023
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Topics
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Energy
A Quick Market Overview - Tuesday, Oct. 17
↗
October 17, 2023
The ES changed $0.25. It went down one 100th of a single percent. I can't really make much of that, there's very little to say...
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Stable Housing
↗
August 16, 2023
The latest reads on Housing Starts and Building Permits for the month of June were released earlier this morning and showed mixed results relative to expectations.
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Homebuilders Consolidating
↗
August 16, 2023
As the national average for a 30-year fixed rate mortgage eclipsed 7.5%recently, homebuilder sentiment has turned lower.
Via
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Homebuilder ETFs Tumble: What Lies Ahead?
↗
October 14, 2023
The rally in the U.S. housing market has fizzled due to higher mortgage rates, which are taking a toll on builder confidence and consumer demand. This pushed the homebuilder ETFs space down into the...
Via
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Topics
ETFs
Inflation Steadies In September: ETFs To Gain
↗
October 14, 2023
Inflation in the United States was steady last month as the Consumer Price Index rose 3.7% year over year, flat compared with the August level.
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Post-CPI ETF Examination
↗
October 13, 2023
In this video, Tim Knight examines 21 ETFs, sharing his most recent insights on each.
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Analyzing Critical Resistance Levels In 21 ETFs
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October 11, 2023
In this video, Tim Knight examines 21 ETFs, sharing his most recent insights on each.
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Market Relief Rally: Analyzing Key Resistance Levels In 21 ETFs
↗
October 10, 2023
The past few days have provided much-needed relief rally to the market as a whole. Across a wide span of financial assets, a quick and powerful upsurge has sprung prices from the depths toward what I...
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Rising Prices Squeeze Small Businesses: Only 43% Expect Better Conditions In Next 6 Months
↗
October 10, 2023
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Top Ranked ETFs That Crushed The Market YTD
↗
October 03, 2023
Here are five ETFs from different corners that have easily crushed the benchmark by wide margins so far this year.
Via
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ETFs
Sometimes Picking Stocks Is Obvious - Visa & Tesla Analysis
↗
September 21, 2023
A look at Visa and Tesla as representations of the overall market and future outlook for the economy.
Via
Talk Markets
Topics
Economy
Three ETFs Suggest Further Downside As Conditions Worsen For Growth Stocks - A Technical Review Of SMH, ITB, And AGG
↗
September 20, 2023
This past week had all the potential to see a revival of the great bull market of 2023. The September inflation data, Apple’s latest product announcements, and Arm’s IPO all seemed had the possibility...
Via
Benzinga
Topics
ETFs
Economy
Initial Public Offering
Lennar Corporation Earnings Preview: Will The Homebuilder Stock Show Resilience Amid Housing Challenges?
↗
September 14, 2023
Explore Lennar's Q3 earnings anticipation as we delve into their performance amidst rising mortgage rates and the changing housing market dynamics. Will revenue beat expectations once again?
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Benzinga
Will Rising Interest Rates Bring A Recession And Bear Market?
↗
September 08, 2023
Investors and traders have been rattled by big moves in interest rates, the U.S. dollar, and oil prices. How much damage has been done to the stock market's trend?
Via
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Topics
Economy
The Short-Term Downtrend Flipped Up
↗
September 02, 2023
The market's short-term trend flipped from down to up this past week. It is amazing to me that at the bottom of each of these downtrends, it almost always feels like the market is falling off a cliff....
Via
Talk Markets
Breaking Down The Construction & Housing Earnings Picture
↗
August 25, 2023
The housing and construction space is one of the economy's most interest-rate-sensitive areas.
Via
Talk Markets
Topics
Economy
Energy MLPs Beat The Market, China And Home Building Down Big - ETF Winners And Losers: Mid-Cap Returns
↗
August 22, 2023
We performed a screening of mid-cap ETFs, defined as having Assets Under Management (AUM) between $400 million and $2 billion - to determine what funds had the largest positive and negative returns on...
Via
Benzinga
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ETFs
Will High Mortgage Rates Halt The Housing ETF Rally?
↗
August 19, 2023
Historically, when Buffett takes a position in a sector, it often leads to increased investor interest, even a rally. While housing is struggling with higher mortgage rates, Buffett's bet suggests more...
Via
Talk Markets
Topics
ETFs
How Far Could Stocks Fall?
↗
August 18, 2023
Rising interest rates and concerns about Fed policy contributed to another week of declines in the stock market.
Via
Talk Markets
Topics
Economy
Berkshire Hathaway Is Betting On US Housing Market: Buffett Bought These Stocks, Should You?
↗
August 14, 2023
Warren Buffett's Berkshire Hathaway introduced new stakes in D.R. Horton Inc, NVR Inc, and Lennar Corp last quarter according to a recent 13F filing
Via
Benzinga
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