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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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Sample Portfolio
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
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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Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
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MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
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Investing During Uncertain Times
Read FULL Seminar Here
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CONSUMERS STA
(NY:
XLP
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+0.11 (+0.14%)
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Updated: 8:00 PM EST, Dec 26, 2025
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Leading And Lagging Sectors For June 30, 2025
↗
June 30, 2025
Via
Benzinga
Nike, Carnival, Royal Caribbean Shine As Top 3 Weekly Gainers Among Consumer Stocks
↗
June 30, 2025
Optimistic earnings and guidance proved to be a major boost for both cruise operators and the sneaker maker.
Via
Stocktwits
Topics
Economy
Costco To Extend Shopping Hours For Executive Members Starting Today: Check The New Schedule
↗
June 30, 2025
Costco also added other benefits to the $130 executive membership.
Via
Stocktwits
Topics
World Trade
Leading And Lagging Sectors For June 27, 2025
↗
June 27, 2025
Via
Benzinga
Walmart To Close Sam's Club Warehouse In Texas, Affecting Over 100 Staff
↗
June 26, 2025
The move comes as Walmart upgrades its e-commerce operations to accelerate delivery times and better compete with Amazon.
Via
Stocktwits
Leading And Lagging Sectors For June 26, 2025
↗
June 26, 2025
Via
Benzinga
General Mills Forecasts FY26 Profit Below Expectations, Weighed By Cost Pressures And Uneven Demand
↗
June 26, 2025
The stock dropped 5% to a nearly four-year low, even as retail sentiment inched higher.
Via
Stocktwits
Topics
World Trade
US FTC Okays Mars' $36B Kellanova Deal, European Regulator Wants More Time
↗
June 25, 2025
Mars agreed to buy the maker of Pringle chips in an all-cash deal in August last year
Via
Stocktwits
Leading And Lagging Sectors For June 25, 2025
↗
June 25, 2025
Via
Benzinga
Leading And Lagging Sectors For June 24, 2025
↗
June 24, 2025
Via
Benzinga
Leading And Lagging Sectors For June 23, 2025
↗
June 23, 2025
Via
Benzinga
S&P 500 Extends Retreat From Highs, Bitcoin Falls Below $103,000: What's Driving Markets Friday?
↗
June 20, 2025
U.S. stocks dipped Friday as Trump weighed action on Iran. S&P 500 fell 0.4%, Bitcoin dropped below $103K, and defensive stocks outperformed.
Via
Benzinga
Topics
Government
Stocks
Bye-Bye Synthetic Dyes: General Mills, Kraft Heinz Pledge To Eliminate Artificial Colorants From US Packaged Foods By 2027
↗
June 18, 2025
The plan comes after the food regulator urged such a change in April.
Via
Stocktwits
Leading And Lagging Sectors For June 17, 2025
↗
June 17, 2025
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
Topics
ETFs
Leading And Lagging Sectors For June 16, 2025
↗
June 16, 2025
Via
Benzinga
Leading And Lagging Sectors For June 13, 2025
↗
June 13, 2025
Via
Benzinga
Raising A Baby? Trump Tariffs To Add $875M Burden To New Parents This Year, Congressional Group Finds
↗
June 13, 2025
Families with new infants now face an additional $400 cost on 11 categories of baby goods, such as bouncers and diaper bags.
Via
Stocktwits
Topics
Government
World Trade
Retail Executives Expect Most Donald Trump's Reciprocal Tariffs To Be Rolled Back - Report
↗
June 13, 2025
According to a survey by AlixPartners, reported by CNBC, respondents expect the president to walk back steep duties on the European Union, Vietnam, India, and Mexico.
Via
Stocktwits
Topics
Government
World Trade
Leading And Lagging Sectors For June 12, 2025
↗
June 12, 2025
Via
Benzinga
Leading And Lagging Sectors For June 11, 2025
↗
June 11, 2025
Via
Benzinga
Leading And Lagging Sectors For June 10, 2025
↗
June 10, 2025
Via
Benzinga
Leading And Lagging Sectors For June 9, 2025
↗
June 09, 2025
Via
Benzinga
Conagra Sells Seafood Brands For $55M As It Sharpens Focus On Core Business
↗
June 06, 2025
Conagra Brands agreed to sell its Van de Kamp's and Mrs. Paul's frozen seafood brands to High Liner Foods for $55 million in cash.
Via
Benzinga
Leading And Lagging Sectors For June 6, 2025
↗
June 06, 2025
Via
Benzinga
Leading And Lagging Sectors For June 5, 2025
↗
June 05, 2025
Via
Benzinga
Procter & Gamble To Eliminate 7,000 Roles, Divest Brands In New Restructuring Strategy
↗
June 05, 2025
Procter & Gamble announced major changes at a global consumer conference, including job cuts and divestments to boost efficiency and shareholder value.
Via
Benzinga
Leading And Lagging Sectors For June 4, 2025
↗
June 04, 2025
Via
Benzinga
Reckitt Benckiser's $5B Essential Home Divestment Falters As Bids Miss Mark: Report
↗
June 04, 2025
Reuters reported that the company will continue to pursue the divestment.
Via
Stocktwits
Topics
Government
McDonald’s French Fry Supplier Lamb Weston Reportedly Facing Shareholder Revolt Over Board Performance
↗
June 03, 2025
According to a survey conducted by activist investor Jana Partners, average confidence in Lamb Weston’s current board scored just 1.3 on a 10-point scale.
Via
Stocktwits
Topics
Supply Chain
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