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home
about us
Investment Approach
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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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FINANCIAL SEL
(NY:
XLF
)
54.77
-0.41 (-0.74%)
Official Closing Price
Updated: 8:00 PM EST, Dec 31, 2025
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Tesla, Nvidia, Palantir ETFs Dominate As Traders Pile Into High-Risk Bets In June
↗
July 03, 2025
Traders rushed into leveraged ETFs tied to Tesla, Nvidia, and Palantir in June, signaling renewed risk appetite in tech.
Via
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Leading And Lagging Sectors For July 3, 2025
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Leading And Lagging Sectors For July 2, 2025
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Wall Street's $100 Billion Payout Parade: JPMorgan, Morgan Stanley, Goldman Lead Capital Return Wave After Acing Fed's 2025 Stress Test
↗
July 02, 2025
Wall Street's biggest banks are rewarding shareholders with a wave of dividend hikes and buybacks totaling more than $100 billion, after clearing the Federal Reserve's 2025 stress test with capital...
Via
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Leading And Lagging Sectors For July 1, 2025
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July 01, 2025
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Goldman Sachs Stock Leaps Ahead After Passing Fed Stress Test With Flying Colors
↗
July 01, 2025
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Via
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Leading And Lagging Sectors For June 30, 2025
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June 30, 2025
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Goldman Sachs Reportedly Offloads 3 Greek Luxury Hotels After Barely Breaking Even On $117M Investment
↗
June 30, 2025
According to a report by The Wall Street Journal, the bank sold the properties in the spring to Sani/Ikos Group, a privately held company that owns and operates hotels in Greece and Spain.
Via
Stocktwits
Leading And Lagging Sectors For June 27, 2025
↗
June 27, 2025
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Blackstone Doubles Down, Snaps Up $2B in Commercial Real‑Estate Loans: Report
↗
June 27, 2025
According to a report by The Wall Street Journal, the loans are performing and backed by apartment buildings and neighborhood retail.
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Leading And Lagging Sectors For June 26, 2025
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June 26, 2025
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Leading And Lagging Sectors For June 23, 2025
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June 23, 2025
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Tech, Financials, Industrials: 3 Leading Sectors of 2025
June 23, 2025
Financials and tech have both outpaced the market in 2025, each gaining 3.9% year-to-date, with Industrials leading the pack, boasting a nearly 8% surge.
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As US Equity Funds Bleed $18 Billion, Sector ETFs Offer Tactical Opportunities: XLK, XLI, ROBO In Focus
↗
June 20, 2025
As broader U.S. equity funds suffered their largest weekly outflow of $18.43 billion since March this week, sector ETFs quietly shined.
Via
Benzinga
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Aflac Discloses Cybersecurity Incident May Have Compromised Sensitive Customer Data
↗
June 20, 2025
The company stated that the potentially impacted files include claims information, health information, Social Security numbers, and other sensitive personal details.
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Stocktwits
Coinbase Becomes First US Company To Secure MiCA License In Luxembourg, Ditches Ireland As EU Crypto Hub
↗
June 20, 2025
Daniel Seifert, Coinbase’s vice president and regional managing director for EMEA, told CNBC the decision to relocate the company’s European base from Ireland to Luxembourg was driven by the latter’s...
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Leading And Lagging Sectors For June 20, 2025
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Apollo Reportedly In Talks To Lend $6.7B To Rescue UK’s Hinkley Point C Nuclear Project
↗
June 20, 2025
Electricite de France (EDF) has been under pressure to secure alternative financing for the nuclear power station in the U.K. since China General Nuclear Power Group withdrew funding in 2023.
Via
Stocktwits
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Sapphire Reserve Fee Hiked To $795 By JPMorgan – Here’s How It’s Challenging American Express Platinum Cards
↗
June 17, 2025
JPMorgan is introducing a $795 Sapphire Reserve business card with added business-focused perks, positioning it directly against American Express’ Platinum business cards.
Via
Stocktwits
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Credit Cards
Government
Leading And Lagging Sectors For June 17, 2025
↗
June 17, 2025
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Benzinga
Amex Pledges ‘Largest Investment Ever’ To Platinum Cards Revamp Following JPMorgan Sapphire Relaunch
↗
June 16, 2025
American Express said it's doubling down on its premium card offerings to stay competitive, especially with younger customers
Via
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Wall Street Roars Back As Iran Signals De-Escalation: Nasdaq 100 Nears All-Time High
↗
June 16, 2025
Markets cheered Monday after Iran signaled it wants to de-escalate tensions with Israel and return to negotiations, easing geopolitical jitters that had rattled investors and sent oil prices surging...
Via
Benzinga
Iran-Israel Tensions Fuel Oil Rally, Investors Are Piling Into Energy ETFs
↗
June 16, 2025
Energy ETFs post strongest inflows since 2024 as Middle East tensions push oil higher. XLE logs $470M weekly influx.
Via
Benzinga
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ETFs
Leading And Lagging Sectors For June 16, 2025
↗
June 16, 2025
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Benzinga
Wall Street's VIX Jumps 10%, Gold And Oil Gain As Middle East Tensions Flare Up: What's Driving Markets Friday?
↗
June 13, 2025
U.S. stocks retreated Friday as geopolitical tensions erupted following Israel's surprise airstrike on Iranian nuclear sites, sparking a sharp rally in oil and gold.
Via
Benzinga
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Stocks
Leading And Lagging Sectors For June 13, 2025
↗
June 13, 2025
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Leading And Lagging Sectors For June 12, 2025
↗
June 12, 2025
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Citigroup In Spotlight After Alloting More Money To Cover For Potential Losses On Loans
↗
June 11, 2025
Citi executive Vis Raghavan assured investors that the bank’s credit quality was good, with 80% of its corporate credit exposure being high grade in the U.S.
Via
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