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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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HEALTHCARE
(NY:
XLV
)
157.31
-0.81 (-0.51%)
Official Closing Price
Updated: 8:00 PM EST, Jan 9, 2026
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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
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
Topics
Stocks
Leading And Lagging Sectors For June 13, 2025
↗
June 13, 2025
Via
Benzinga
Leading And Lagging Sectors For June 12, 2025
↗
June 12, 2025
Via
Benzinga
Dow Jones Breaks 43,000, Palantir Hits New Record Highs: What's Driving Markets Wednesday?
↗
June 11, 2025
U.S. stocks ticked higher at midday Wednesday, buoyed by signs of progress in U.S.-China trade negotiations and cooler-than-expected inflation data, both of which supported risk appetite.
Via
Benzinga
Topics
Economy
Stocks
Leading And Lagging Sectors For June 11, 2025
↗
June 11, 2025
Via
Benzinga
Small Caps Test 200-Day Average, Nasdaq 100 Eyes Record Ahead Of US-China Progress: What's Driving Markets Tuesday?
↗
June 10, 2025
U.S. stocks ticked up on Tuesday, with investors closely watching for potential progress in ongoing U.S.-China trade negotiations taking place in London.
Via
Benzinga
Leading And Lagging Sectors For June 10, 2025
↗
June 10, 2025
Via
Benzinga
Silver Breaks Past 13-Year Highs, Small Caps Rise, Bitcoin Tops $108,000: What's Driving Markets Monday?
↗
June 09, 2025
Wall Street opens the week on a quiet note, with major indexes steady as investors await potential trade breakthroughs during high-level U.S.-China talks in London.
Via
Benzinga
UnitedHealth Reportedly Draws Bids Worth $1B For Banmedica In Latin America Exit
↗
June 09, 2025
According to Reuters, UnitedHealth has received four preliminary bids for Banmedica and could set a deadline for binding offers as early as July.
Via
Stocktwits
Topics
Fraud
Leading And Lagging Sectors For June 9, 2025
↗
June 09, 2025
Via
Benzinga
Stocks Rally On Strong Jobs Numbers; Tesla Rebounds As Trump-Musk Feud Softens: What's Driving Markets Friday?
↗
June 06, 2025
Wall Street surged into rally mode during the final trading session of the week as better-than-expected jobs data helped ease fears of an economic slowdown.
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
Stocks Stall On Weak Economic Data, Treasuries Eyes Best Rally In 7 Months: What's Driving Markets Wednesday?
↗
June 04, 2025
Wall Street's two-day rally lost momentum Wednesday as investors reassessed the economic outlook after weak job numbers and a surprise contraction in the U.S. services sector cast fresh doubt over the...
Via
Benzinga
Leading And Lagging Sectors For June 4, 2025
↗
June 04, 2025
Via
Benzinga
Small Caps Surge, Dollar General Stock Eyes Best Day, Crude Hits 2-Week Highs: What's Driving Markets Tuesday?
↗
June 03, 2025
Wall Street posted modest midday gains on Tuesday, as investors digested the latest developments in President Donald Trump's trade policy agenda.
Via
Benzinga
Topics
Government
Leading And Lagging Sectors For June 3, 2025
↗
June 03, 2025
Via
Benzinga
UnitedHealth’s New CEO Pledges Fixes To Win Back Investor Trust At Annual Meeting
↗
June 02, 2025
CEO Steve Hemsley also called for structural changes, including independent reviews of Medicare billing, prior authorization, and pharmacy benefit practices.
Via
Stocktwits
Topics
Earnings
Stocks Stall, Commodities Rocket As Trade, Geopolitical Tensions Resume: What's Driving Market Monday?
↗
June 02, 2025
After delivering its strongest monthly performance since November 2023, Wall Street entered June on a cautious note, with mounting geopolitical tensions and new trade tariffs clouding investor appetite...
Via
Benzinga
Topics
World Trade
Guardian Pharmacy Strengthens US Footprint With New Seattle-Area Acquisition
↗
June 02, 2025
Guardian Pharmacy Services acquires Mercury Pharmacy Services in Washington, expanding its presence in the Pacific Northwest and meeting growing demand for LTC support.
Via
Benzinga
Leading And Lagging Sectors For June 2, 2025
↗
June 02, 2025
Via
Benzinga
Wall Street Slumps As Trump Reignites China Trade Tensions, Nvidia Wipes Out Earnings Rally: What's Driving Markets Friday?
↗
May 30, 2025
A strong May for U.S. equities is closing on a sour note, after President Donald Trump accused China of "totally" breaching a tariff agreement, raising new fears over trade disputes.
Via
Benzinga
Topics
Government
World Trade
Leading And Lagging Sectors For May 30, 2025
↗
May 30, 2025
Via
Benzinga
Regeneron Stock Drops On Mixed Results For Smoker’s Lung Treatment
↗
May 30, 2025
Both trials were conducted during the COVID-19 pandemic, a factor the companies said may have influenced the outcomes.
Via
Stocktwits
Topics
Government
Stocks
When Stocks Slide, These Are the Sectors That Do Best
↗
May 30, 2025
Via
The Motley Fool
Topics
Economy
Government
World Trade
Stocks Edge Higher After Court Stifles Trump Tariffs, Nvidia Rallies To 3-Month Highs, Bitcoin Dips Below $107K: What's Driving Markets Thursday?
↗
May 29, 2025
Wall Street hovered slightly higher by midday Thursday, giving up a chunk of strong overnight gains in futures markets that were triggered by a federal court ruling suspending a large portion of...
Via
Benzinga
Topics
Government
Leading And Lagging Sectors For May 29, 2025
↗
May 29, 2025
Via
Benzinga
Wall Street Stalls As Treasury Yields Climb Again Ahead Of Nvidia Earnings, Fed Minutes: What's Driving Markets Wednesday?
↗
May 28, 2025
After a sharp Tuesday rally fueled by optimism over improved U.S.-EU trade ties, Wall Street stalled midweek as rising Treasury yields reasserted pressure ahead of Nvidia Corp.
Via
Benzinga
Topics
Economy
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