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home
about us
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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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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
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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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EVENTS
FIP
Event Schedule
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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 Cons. Discret. AlphaDEX
(NY:
FXD
)
69.19
-0.44 (-0.63%)
Official Closing Price
Updated: 6:30 PM EST, Dec 29, 2025
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All News about First Trust Cons. Discret. AlphaDEX
Birkenstock Stock Tumbles 12% Pre-Market After FY26 Projections Fail To Impress Investors
↗
December 18, 2025
Birkenstock projected a muted sales growth for FY26, and its adjusted profit estimate came below analyst expectations, as U.S. tariffs continue to impact its business.
Via
Stocktwits
Topics
Economy
Government
World Trade
Kohl’s Stock Jumps On Q1 Earnings Beat, Reaffirmed Guidance
↗
May 29, 2025
For the full year 2025, the company continues to expect net sales to decline between 5% and 7%, with comparable sales decreasing between 4% and 6%.
Via
Stocktwits
Topics
Earnings
Carter's Stock Dives On Guidance Suspension, Poor Q1 Print — Retail Traders Watch Cautiously
↗
April 27, 2025
Retail investors are waiting for the new chief executive's moves following his appointment earlier this month to revive the struggling business.
Via
Stocktwits
Topics
Economy
World Trade
The $10K Handbag Hoax? TikTok's Trade War Puts Luxury ETFs In The Hot Seat
↗
April 17, 2025
Rising tensions between China and the U.S. and viral TikTok videos expose luxury supply chains, creating risks for luxury retail ETFs.
Via
Benzinga
Topics
ETFs
World Trade
EURUSD: Buyers Retreat En Route To 1.1650
↗
October 05, 2021
The EURUSD pair rose 0.24% to 1.1621 on Monday, October 4. The DXY index fell to 93.68, while the single currency reached an intraday high of 1.1640.
Via
Talk Markets
Ollie’s Bargain Outlet Stock Rises After Q4 Earnings, Share Buyback Program: Retail Remains Cautious
↗
March 20, 2025
Ollie’s Bargain Outlet Stock Rises After Q4 Earnings, Share Buyback Program: Retail Remains Cautious
Via
Stocktwits
Ollie’s Bargain Stock Falls Ahead Of Q4 Earnings, But Retail’s Bullish
↗
March 19, 2025
Sentiment on Stocktwits ended on a ‘bullish’ note on Tuesday compared to ‘bearish’ a day ago.
Via
Stocktwits
Kohl’s Stock Dives On Disappointing Outlook, But Retail’s Optimistic Post Q4 Results
↗
March 12, 2025
Kohl’s posted better-than-expected earnings, with earnings per share of $0.95, surpassing estimates of $0.72.
Via
Stocktwits
Kohl’s Corp Stock Rises Ahead of Q4 Earnings: Retail’s Upbeat About Further Uptick
↗
March 11, 2025
Wall Street analysts expect the company to post Q4 earnings per share of $3.52 on revenue of $3.78 billion.
Via
Stocktwits
Ollie’s Bargain Outlet Stock In Focus After Acquisition Of 40 Big Lots Store Leases: Retail Sentiment Brightens
↗
February 28, 2025
The company plans to boost new store openings in 2025 above its 10% annual growth target and open about 75 units.
Via
Stocktwits
SharkNinja Stock Rises On Q4 Earnings Beat: Retail’s Elated
↗
February 14, 2025
Sentiment on Stocktwits improved to ‘bullish’ from ‘bearish’ a week ago.
Via
Stocktwits
Ollie's Bargain Outlet Stock Slips After Jefferies Downgrade: Retail’s Cautious
↗
February 04, 2025
According to the analyst report, a "storm is brewing" in the U.S. consumer discretionary sector
Via
Stocktwits
Kohl’s Stock Rises On Reported Workforce Cuts: Retail’s Bullish
↗
January 29, 2025
The retailer plans to cut nearly 10% of its corporate workforce in a bid to boost profitability.
Via
Stocktwits
Kohl’s Stock Hits Another 52-Week Low: Retail Sentiment Sours
↗
January 15, 2025
Sentiment on Stocktwits turned ‘bearish’ from ‘bullish’ a week ago. Message volumes rose to ‘extremely high’ from ‘high.’
Via
Stocktwits
Calvin Klein Parent PVH Falls As Q3 Beats Are Derailed By Soft Guidance
↗
December 05, 2024
PVH Corp. (NYSE: PVH) reported Q3 results above guidance but gave soft guidance for Q4, with sales expected to decrease by 6-7% and adjusted EPS of $3.05-$3.20. The company also repurchased shares...
Via
Benzinga
ETFs To Tap As Consumer Sentiment Improves
↗
August 21, 2024
Rising consumer sentiment bodes well for household spending in the coming months. Investors can tap the encouraging trend in the basket form through consumer discretionary ETFs.
Via
Talk Markets
Topics
ETFs
Skechers Sues LL Bean For Alleged Shoe Design Infringement
↗
July 16, 2024
Skechers asserts that LL Bean entered the market with its infringing shoe only after Skechers had invested significantly in developing and promoting its designs, which have gained broad appeal.
Via
Benzinga
Topics
Lawsuit
Why Ticketmaster Owner Live Nation's Shares Are Tumbling Today?
↗
May 23, 2024
Live Nation Entertainment Inc (NYSE:LYV) shares dropped as the company faces an antitrust lawsuit by the U.S. Department of Justice. The lawsuit, expected to be filed in the Southern District of New...
Via
Benzinga
Topics
Lawsuit
Despite Equity Rally, Conventional Fund And ETF Investors Stay On The Sidelines
↗
April 03, 2023
The average equity fund rose 2.55% for the performance week ended March 30, with the Sector Equity Funds (+3.57%, including ETFs) and Global Sector Equity Funds (+3.40%) macro-classifications posting...
Via
Talk Markets
U.S. Weekly FundFlows: Despite A Rally In U.S. Stocks, Equity ETF And Fund Investors Were Net Redeemers
↗
March 31, 2023
Fund investors were net purchasers of money market funds (+$61.5 billion) while being net redeemers of equity funds (-$20.5 billion, their fifteenth largest weekly net outflows on record).
Via
Talk Markets
US Consumer Sentiment Stays Weak In March: Will ETFs Suffer?
↗
March 19, 2022
The disappointing consumer sentiment reading might affect the consumer discretionary sector, which attracts a major portion of consumer spending amid the rising inflation levels. Let's take a look at...
Via
Talk Markets
ETFs To Gain As US Consumer Confidence Rises In October
↗
October 31, 2021
October's rise in consumer confidence might help the consumer discretionary sector, which attracts a major portion of consumer spending. Here we highlighted the four most popular funds that target the...
Via
Talk Markets
Will ETFs Suffer As US Consumer Sentiment Falls In May?
↗
June 05, 2021
The decline in consumer sentiment is likely to hurt the consumer discretionary sector, which attracts a major portion of consumer spending amid the inflation woes. Below we have highlighted the four...
Via
Talk Markets
U.S. Consumer Sentiment Drops in May: ETFs That May Suffer
↗
May 20, 2021
The rising concerns about the U.S. inflation levels have hurt U.S. consumer sentiments as well.
Via
Talk Markets
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