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home
about us
Investment Approach
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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
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
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First Trust Morningstar ETF
(NY:
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44.34
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Updated: 8:00 PM EST, Dec 31, 2025
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All News about First Trust Morningstar ETF
Ford Sales In US Rise 1.6% In October On Continued Truck Demand
↗
November 03, 2025
The growth was primarily driven by a 3.4% growth in sales of the company’s internal combustion engine vehicles.
Via
Stocktwits
Topics
Electric Vehicles
Retirement
Rex-Osprey Unveils First U.S. Dogecoin ETF, Paving Uncharted Regulatory Waters
September 16, 2025
In a groundbreaking move set to redefine the landscape of cryptocurrency investments, Rex-Osprey has officially launched the first U.S.-listed Dogecoin Exchange-Traded Fund (ETF) under the ticker DOJE....
Via
MarketMinute
Topics
Derivatives
ETFs
Economy
5 U.S. Dividend ETFs Outperforming Amid Market Turmoil
↗
April 02, 2025
Here are five dividend ETFs that are clearly outpacing the broad market indices this year by wide margins and are considered solid options for investors searching for yields as well as some returns in...
Via
Talk Markets
Topics
ETFs
AbbVie Stock Nears 3-Month High on Q4 Beat As Immunology Growth Eases Humira Slump: Retail Mood Brightens
↗
January 31, 2025
The company raised its long-term sales outlook for Skyrizi and Rinvoq, now expecting combined revenue of about $24 billion in 2025.
Via
Stocktwits
Philip Morris Hits Record High On Q3 Earnings Beat: ETFs In Focus
↗
October 27, 2024
The year 2024 is turning out to be strong for Philip Morris International. The tobacco giant surged about 44% from mid-April to early September, rebounding from a downturn earlier in the year. Here is...
Via
Talk Markets
Topics
ETFs
FDA Set To Approve COVID-19 Vaccines As Soon As This Week: Stocks, ETFs To Watch
↗
August 19, 2024
The FDA may approve updated COVID-19 vaccines this week to combat recent strains as the country endures a significant summer outbreak.
Via
Benzinga
Topics
ETFs
IBM Beats Q2 Earnings On AI Growth: ETFs To Buy
↗
July 26, 2024
IBM reported strong second-quarter 2024 results. Investors seeking to tap the strength could consider ETFs having the highest allocation to this tech giant.
Via
Talk Markets
Topics
Artificial Intelligence
ETFs
COVID Activity Is Elevated Across 26 States In Summer Surge, Biden Remains In Isolation: 3 Vaccine Stocks To Watch
↗
July 18, 2024
Over half of US states have high levels of Covid-19 in wastewater as President Biden isolates with virus. New vaccines expected by Sept.
Via
Benzinga
IBM Emerges Victorious In $1.6B Legal Battle: Report
↗
May 01, 2024
IBM secures legal victory, saving $1.6 billion in damages awarded to BMC Software Inc. The U.S. 5th Circuit Court of Appeals rules in favor of IBM, citing lawful acquisition of AT&T's software account....
Via
Benzinga
Verizon Poised For Growth, Strategic Network Upgrades, Strong Momentum To Drive Future Success: Analyst
↗
April 23, 2024
Timothy Horan maintained Outperform rating and $48 price target for Verizon due to strong momentum, network upgrades, and improved management. Q1 results impacted by price increases, but outlook is...
Via
Benzinga
Verizon's Q1: Flat Revenue, Bump In Free Cash Flow And Stable 2024 Outlook
↗
April 22, 2024
Verizon Communications Inc. announces slight sales growth in Q1 2024, hitting $32.98 billion, with adjusted EPS topping expectations at $1.15. Despite missing sales consensus, wireless service revenue...
Via
Benzinga
5 High-Dividend ETFs That Beat S&P 500 Past Month
↗
August 15, 2023
High dividend ETFs can be a good investment during times of economic uncertainty, as they provide a steady source of income regardless of market conditions.
Via
Talk Markets
Topics
ETFs
Stocks
Telecom Stocks Under Pressure As Toxic Lead Cable Concerns Discourage Buyers: 5 ETFs To Watch
↗
July 18, 2023
Via
Benzinga
AT&T, Verizon Plummet To Multidecade Lows: Toxic Lead Investigation Sparks Telco Sell-Off, Analysts Head For The Exits
↗
July 17, 2023
Via
Benzinga
3 Stocks That High-Yield ETFs Are Betting On
↗
June 02, 2023
Growth stocks fill headlines, but investors are in search for lower-risk yields. Here is a list of stocks that high-yield ETFs are betting on.
Via
InvestorPlace
Bear Market Rally Or Nascent Bull: What Should Investors Do Now?
↗
July 22, 2022
July has begun with the seedlings of a rally. Time will tell whether it’s a bear market rally or the start of a new bullish period. At this crossroads, advisors need to be even more mindful than usual...
Via
Talk Markets
5 Dividend ETFs Enjoying Huge Investor Love
↗
July 22, 2022
Dividend ETFs have become the most popular and fastest-growing category this year given the market turmoil.
Via
Talk Markets
The 3 Best Performing ETFs Money Can Buy in 2022
↗
May 30, 2022
These are the best-performing ETFs of 2022. EFDL, DHS and RYE can make great investments in the rest of 2022.
Via
InvestorPlace
2 ETFs To Watch For Outsized Volume On Growth And Dividend
↗
May 09, 2022
In the last trading session, Wall Street lost strength. Among the top ETFs, (SPY) declined 0.6%, (DIA) retreated 0.4% while (QQQ) moved 1.2% lower on the day.
Via
Talk Markets
Macroeconomic And Geopolitical Shifts - Strategic Or Tactical?
↗
April 20, 2022
Between inflation skyrocketing beyond expectations, the drumbeats of war, and global sanctions on Russian Oil, macroeconomic and geopolitical themes have dominated the 2022 stock market.
Via
Talk Markets
Dividend ETFs At New Peaks Amid Volatility
↗
January 14, 2022
Here are five dividend ETFs have been on the rise, reaching new peaks. These funds also have the potential to move higher given the prevailing market uncertainty.
Via
Talk Markets
5 Best-Performing ETFs of December
↗
December 22, 2021
While most of the segments across the board have declined this month, a few are still in green with most of them from the defensive sectors like utilities, healthcare, and consumer staples.
Via
Talk Markets
Despite Short-Term Headwinds, AT&T Stock Deserves Your Attention
↗
November 24, 2021
In the long haul, patient shareholders of T stock and its spin-off companies will likely be rewarded.
Via
InvestorPlace
Will Pfizer ETFs Soar on FDA's COVID-19 Vaccine Booster Approval?
↗
September 24, 2021
Investors have one more reason to cheer the COVID-19 vaccine update as the FDA has approved emergency use of a booster dose of the Pfizer Inc. and BioNTech SE COVID-19 vaccine.
Via
Talk Markets
IBM Posts Biggest Sales Growth in 11 Quarters: ETFs to Tap
↗
April 20, 2021
The company reported its biggest quarterly sales growth in 11 quarters boosted by its bets in the high-margin cloud computing business and beat the estimates for both earnings and revenues.
Via
Talk Markets
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