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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
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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
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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
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
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Fidelity MSCI COnsumer Staples Index ETF
(NY:
FSTA
)
48.91
UNCHANGED
Streaming Delayed Price
Updated: 8:00 PM EDT, Oct 29, 2025
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All News about Fidelity MSCI COnsumer Staples Index ETF
M&M’s Maker Licenses Gene Editing CRISPR Tools To Develop Hardier Cocoa: Report
August 06, 2025
The company has reportedly entered a licensing agreement with Pairwise, an agricultural gene editing firm to speed up the development of hardier cocoa crops.
Via
Stocktwits
Walmart Doesn't Alter Annual Outlook Yet, CEO Says 'All Tariffs Create Cost Pressures But China Has Biggest Impact'
May 15, 2025
Walmart reported Q1 sales growth of 2.5%, below estimated $165.88B. EPS of 61 cents beat estimated 58 cents. Global eCommerce sales grew 22%. In Q2, sales expected to grow 3.5-4.5% and for FY26,...
Via
Benzinga
Jacob's Creek Maker Eyes Growth In Canada, Latin America As Trump Tariffs Tarnish US Alcohol Appeal
May 12, 2025
In early March, Canada removed all U.S. wine from its liquor stores and restaurants, effectively banning its sale in the country.
Via
Stocktwits
Topics
Government
World Trade
Walmart Q4 Earnings Top, Outlook Disappoints: ETFs In Focus
February 22, 2025
Walmart recently reported better-than-expected fourth-quarter fiscal 2025 results. The mega-retailer’s outlook was disappointing, however. Here is a brief review of ETFs that could be used to buy the...
Via
Talk Markets
Topics
ETFs
Stocks / Equities
Costco's Combo Of Strong Loyalty, Unmatched Value Is Rare In Retail: Analyst
December 05, 2024
JP Morgan raised the price target of Costco (COST) to $1,090, citing strong November sales. Analysts believe COST has a unique value proposition and potential for global growth.
Via
Benzinga
Walmart's Q3 Performance Shows Structural Gains Fueling Future Growth: Analyst
November 19, 2024
JP Morgan analyst views Walmart's strong Q3 results, with sales of $169.6B and raised guidance for EPS and sales growth.
Via
Benzinga
Walmart Q3 Earnings: Revenue Beat, eCommerce Growth Shines, Issues Bullish Outlook For FY25
November 19, 2024
Retail giant Walmart reports strong Q3 2025 results, raises full-year guidance. EPS beats consensus, sales up 5.5%, gross margin up 21 bps.
Via
Benzinga
Procter & Gamble's Mixed Bag Q1: EPS Exceeds Estimates, Reaffirms Growth Outlook & More
October 18, 2024
PG shares up after reporting Q1 FY25 sales of $21.74B, missing consensus estimate. Organic sales grew 2%, adjusted EPS beat. Segment sales varied.
Via
Benzinga
Walmart Heiress Alice Walton Retakes Title As World's Richest Woman
September 19, 2024
Alice Walton, heiress of Walmart, is once again the world's richest woman with a net worth of $89.1B, overtaking Francoise Bettencourt Meyers at $88.4B.
Via
Benzinga
Walmart To Offer Pay-By-Bank Feature For Online Transactions, With Launch In 2025
September 19, 2024
Walmart is set to launch an instant pay-by-bank feature in 2025, enhancing transaction speed, and is gearing up for the holiday season with new initiatives.
Via
Benzinga
Walmart Gears Up For Holidays With Multichannel Solutions, Import Enhancements On Heels Of JD Stake Sale
August 28, 2024
Walmart announced new initiatives for holiday season, including category expansion, multichannel fulfillment, and cross-market selling.
Via
Benzinga
Goldman Sachs Highlights Foot Locker's Digital Rebound And Costco's New Membership Crackdown
August 26, 2024
Goldman Sachs' analyst provided updates on Foot Locker's digital trends and Costco's new card-scanning rules.
Via
Benzinga
ETFs To Gain On Walmart's Robust Q2 Earnings
August 16, 2024
Walmart reported robust second-quarter fiscal 2025 results. Investors seeking to tap the opportune moment should consider ETFs having the highest allocation to the world's largest brick-and-mortar...
Via
Talk Markets
Topics
ETFs
What's Going On With Walmart Shares Today?
July 16, 2024
Walmart debuted a new 730,000-square-foot perishable distribution center in Lancaster; local officials and community members attended.
Via
Benzinga
Amazon Set To Top Last Year's Prime Day Results Due To Early Deals, Analysts Say
July 15, 2024
Amazon Prime Day sales are likely to see a 7% increase to $13 billion, analysts say. Other retailers are holding sales events, too.
Via
Benzinga
What's Going On With Costco Shares Today?
June 10, 2024
Costco recently reported strong sales growth in May, with comparable sales up and surpassing earnings estimates. Investors can access stock through XLP and FSTA ETFs.
Via
Benzinga
Walmart's Worker Safety Debate - False Alarms and Cost Concerns Clash with New Legislation
June 10, 2024
Walmart opposes New York's new law requiring panic buttons for retail workers due to high costs and false alarms, despite recent safety initiatives.
Via
Benzinga
Walmart Scales New Highs On Solid Q1 Earnings: ETFs To Buy
May 18, 2024
Before the opening bell yesterday, Walmart (WMT) reported robust first-quarter fiscal 2025 results, wherein it surpassed both earnings and revenue estimates.
Via
Talk Markets
Topics
ETFs
Walmart Takes Bold Step With Bettergoods Food Expansion
May 01, 2024
Walmart has launched its private food brand, Bettergoods, to bring culinary concepts directly to customers at Walmart's Every Day Low Prices. Bettergoods marks Walmart's largest private brand food...
Via
Benzinga
Worried About the Markets? Buy and Hold These 2 Cheap ETFs.
July 06, 2023
These funds have generated returns north of 60% over the past five years and make for relatively safe investments.
Via
The Motley Fool
10 Best Consumer Staples ETFs
March 09, 2023
Consumer staples ETFs may offer trading flexibility, portfolio diversification and tax benefits. Check out the best consumer staples ETFs.
Via
MarketBeat
Topics
ETFs
Stocks
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
How Does DEF Compare To Consumer Staples Sector ETFs?
July 12, 2021
DEF participates more in gains during good periods for the S&P 500 while still falling short of the comparable returns realized by VOO.
Via
Talk Markets
Topics
Stocks
Defensive Sector ETFs For Turbulent Times
June 16, 2021
This week's chosen Consumer Staples ETFs are designed to offer stability instead of risk. Returns are lower, but so is volatility. We demonstrate how they have worked in market downturns and point out...
Via
Talk Markets
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