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home
about us
Investment Approach
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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
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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Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Event Schedule
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Event Schedule
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Investing During Uncertain Times
Read FULL Seminar Here
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Vanguard Energy ETF
(NY:
VDE
)
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Updated: 8:00 PM EDT, Aug 3, 2026
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ETF Battles: Energy Stocks are Hot. Which is the Top ETF? Watch XLE vs. VDE vs. XOP
↗
February 21, 2022
Each ETF is judged against the other in key categories like cost, exposure strategy, performance, and a mystery category.
Via
Talk Markets
Inflation Reaches 40-Year High: 4 Sector ETFs to Buy
↗
February 11, 2022
Investors could make some profits by investing in ETFs benefiting from the rising inflation.
Via
Talk Markets
Bet on Energy ETFs Post Exxon, Chevron Q4 Earnings
↗
February 02, 2022
Following the results, energy ETFs with the largest allocation to the energy behemoths are in focus.
Via
Talk Markets
Oil ETFs to Ride the Crude Rally
↗
February 01, 2022
Many analysts expect oil demand to return to pre-pandemic levels, but inventories and spare capacity remain low. Some traders are again betting that crude would top $100 a barrel by summer.
Via
Talk Markets
Rotate to Cyclical Sectors With These Top-Ranked ETFs
↗
January 15, 2022
Investors seeking to tap the current trends could consider the ETFs from the cyclical sectors.
Via
Talk Markets
5 Sector ETFs to Bet on Ahead of Q4 Earnings
↗
January 10, 2022
Here are five ETFs from the five sectors that could make great plays as the earnings season unfolds.
Via
Talk Markets
Understanding Vanguard Energy ETF's Unusual Options Activity
↗
August 03, 2021
Shares of Vanguard Energy ETF (NYSE:VDE) saw some unusual op...
Via
Benzinga
The 7 Best Vanguard ETFs for 2022
↗
January 05, 2022
Vanguard ETFs are renowned for their high intraday liquidity, low transaction costs, and expense ratios, and these seven picks stand out.
Via
InvestorPlace
Bet On These 5 ETF Areas For 2022
↗
January 02, 2022
The year 2021 remained kind to investors as the major market indices ended their run in green zone. Here we highlighted a few ETF areas for investors on a hunt for parking their money in 2022 and...
Via
Talk Markets
Tuesday Talk: The 1% Long Slide and Drop Ride
↗
December 14, 2021
If the market indices were playground slides and you were a kid, you would have had a fun ride yesterday. The S&P 500, Dow and Nasdaq started the day with good descents, then cascaded gently up and...
Via
Talk Markets
5 ETFs Benefiting From High Inflation
↗
December 13, 2021
Investors could make some profits by investing in ETFs benefiting from rising inflation.
Via
Talk Markets
Sometimes The Smartest Guys Make Poor Choices
↗
November 22, 2021
Earlier this year, Harvard University announced that its $50 billion-plus endowment no longer invests directly in fossil fuels. And it doesn’t plan to, ever again.
Via
Talk Markets
4 ETF Areas For Investors To Make The Most Of Q4
↗
October 16, 2021
Against this difficult market backdrop, let’s take a look at some ETF areas that are looking to be decent investment options for investors to park their money in for Q4.
Via
Talk Markets
5 Top-Ranked ETFs That Outperformed the Market in September
↗
September 29, 2021
Wall Street has been witnessing some muted performances in the seasonally weak month of September.
Via
Talk Markets
Can Energy Stocks & ETFs Continue Their Hot Streak?
↗
June 18, 2021
Crude prices are up more than 40% this year and 80% over the past year as the demand outlook continues to improve with economies around the world opening up.
Via
Talk Markets
Major Energy Pipeline To US East Coast Shut Down After Cyberattack
↗
May 08, 2021
A cyberattack has forced Colonial Pipeline to halt operations of its 5,500 miles of pipeline, which transports approximately 45% of all fuel consumed on the East Coast. What...
Via
Benzinga
Exxon, Chevron Turns To Profit In Q1: Energy ETFs In Focus
↗
May 03, 2021
Exxon Mobil posted big profits with better-than-expected earnings while Chevron results were mixed. Following the results, energy ETFs with the largest allocation to the energy behemoths are in focus.
Via
Talk Markets
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