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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
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contact us
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Fixed Income Portfolio (FIP)
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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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
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Event Schedule
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Investing During Uncertain Times
Read FULL Seminar Here
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iShares S&P 100 Fund
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Updated: 8:00 PM EST, Jan 9, 2026
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Uber Stock Inches Toward $100 After S&P 100 Inclusion
↗
September 23, 2025
Via
Stocktwits
Topics
Stocks
Inflation's Back On The Radar—These ETFs Could Be Your Shield
↗
September 12, 2025
U.S. inflation ticked up to 2.9% in August, fueling Fed caution. Discover the ETFs that could offer stability and upside in a sticky inflation environment.
Via
Benzinga
Topics
ETFs
Economy
BlackRock Is Tweaking the S&P 500 Formula With Its New ETFs. Should You Be a Buyer?
↗
July 13, 2025
Via
The Motley Fool
Topics
ETFs
Stocks
Did Stocks Just Make A Major Low?
↗
April 12, 2025
In this week's video, we'll review the latest charts and data to help us answer the question, did stocks just make a major low?
Via
Talk Markets
Topics
ETFs
Stocks / Equities
Checking In On ETFs
↗
October 30, 2023
Let’s catch up on some ETFs after this very, very green day.
Via
Talk Markets
Topics
ETFs
Sigh Of Relief
↗
October 16, 2023
After investors were hesitant to take any risks heading into the weekend last Friday, the lack of any meaningful news on the geo-political front has caused some relief.
Via
Talk Markets
ETF Focus: US Equities
↗
March 27, 2022
I have grouped together a few similar ETFs to take a look at. This time, let's bring it home, to US Markets ETFs.
Via
Talk Markets
We Are in the Period of Hot Air and Blue Skies, But the Month of September is Ahead!
↗
September 01, 2024
Most people are unaware that Labor Day originated to celebrate the laborers in our country who built this country from the ground up. These were the people who made our economy go and who also built...
Via
Talk Markets
Topics
Economy
Millionaires Set To Flee Britain In Record Numbers In 2024 Over Economic, Political Instability: They 'Are Already Voting With Their Feet'
↗
June 24, 2024
Record-breaking exodus of 10,000 millionaires predicted from UK in 2024 due to economic and political uncertainties, surpassing last year's figure of 4,200 departures.
Via
Benzinga
5 Charts Expose Troubling Weaknesses In Record-High Stock Market: 'This Is Not Normal'
↗
June 21, 2024
US stock market at all-time highs, but top 100 companies dominate, raising concerns about lack of breadth and participation in the rally. Tech sector driving extreme valuations, surpassing historical...
Via
Benzinga
Sizzling Moment For Stocks? S&P 500's Path To 5,600 'Achievable During Summer Rally,' Says Wall Street Analyst
↗
June 19, 2024
Looking back to 1928, the S&P 500 has shown a bullish trend during presidential election years, with early June setting a positive tone for the summer months.
Via
Benzinga
Topics
Stocks
Market Morsel: How “The Market” Is Really Doing
↗
June 12, 2024
The way indexes are constructed makes a big difference in the information you can extract about the economy.
Via
Talk Markets
ETFs Close To Home
↗
March 20, 2022
Here is a quick look at a couple of major United States equity ETFs after the four-day mega-rally that started in the early hours of Tuesday and didn’t stop until Friday’s close.
Via
Talk Markets
Post-CPI: False Move Or Sustained Breakout?
↗
May 18, 2024
The stock market pushed higher this week following the latest major report on inflation. Will buyers regret their decision?
Via
Talk Markets
Topics
Economy
Perfect Reversal
↗
April 04, 2024
Last night, I did a special post for our beloved Gold and Platinum members called Index Points which hinted at a hard reversal. Despite initial doubts, market action turned positive before close...
Via
Talk Markets
Does The Bull Market Pass The Eye Test?
↗
February 23, 2024
After blowout earnings from Nvidia, are we dealing with a one-trick pony bull market that is doomed to fail?
Via
Talk Markets
ETF Weekend Review One
↗
January 06, 2024
We're going to do a relatively regular review of the 30 ETFs in my ETF list and as usual I've going to break these up into two equal halves.
Via
Talk Markets
Topics
ETFs
Large-Cap Stocks Pause, Small Caps Shine, Oil Makes Comeback: What's Driving Markets Friday?
↗
November 17, 2023
Wall Street experienced a relatively quiet session as the week came to a close, with the three major averages hovering around parity in midday trading in New York, yet still on course for their third...
Via
Benzinga
A Quick Market Overview - Tuesday, Oct. 17
↗
October 17, 2023
The ES changed $0.25. It went down one 100th of a single percent. I can't really make much of that, there's very little to say...
Via
Talk Markets
Post-CPI ETF Examination
↗
October 13, 2023
In this video, Tim Knight examines 21 ETFs, sharing his most recent insights on each.
Via
Talk Markets
Topics
ETFs
Analyzing Critical Resistance Levels In 21 ETFs
↗
October 11, 2023
In this video, Tim Knight examines 21 ETFs, sharing his most recent insights on each.
Via
Talk Markets
Topics
ETFs
Market Relief Rally: Analyzing Key Resistance Levels In 21 ETFs
↗
October 10, 2023
The past few days have provided much-needed relief rally to the market as a whole. Across a wide span of financial assets, a quick and powerful upsurge has sprung prices from the depths toward what I...
Via
Talk Markets
Delightful Dozen
↗
September 29, 2023
In this video, Tim Knight reviews the action in 12 major ETFs
Via
Talk Markets
Topics
ETFs
Pre-FOMC ETF Review
↗
September 20, 2023
In this video, Tim Knight reviews the action in 20 major ETFs before the major FOMC meeting due today.
Via
Talk Markets
Topics
ETFs
3 Rock-Solid Large-Blend ETFs to Buy for the Long Haul
↗
September 13, 2023
Large-blend ETFs are popular with many investors because they combine growth and value. Here are three ETFs for the long haul.
Via
InvestorPlace
Topics
ETFs
Central ETF Charts (2 of 2)
↗
July 16, 2023
This is part two of the long list of ETFs we're reviewing tonight. And we'll start things off with IEFA.
Via
Talk Markets
Memorial Weekend ETFs: The Core
↗
May 29, 2023
The small caps have been grinding away for a full year in a relatively tight range. There is a head and shoulders pattern in the midst of all that grinding, but it has not broken its neckline.
Via
Talk Markets
Cracks After CPI? What Markets Are Anticipating
↗
April 14, 2023
If we examine the market's current tolerance for risk, is it pointing to a soft landing, mild recession, or something much worse?
Via
Talk Markets
Nasdaq Leaves The S&P In The Dust
↗
March 20, 2023
Looking at the major US index ETFs shows just how disconnected the Nasdaq 100 has become from other major index ETFs recently.
Via
Talk Markets
The Big 7 Are The Stock Market And We’re In The 9th Inning
↗
November 20, 2021
Day by day it is becoming clearer to me that the stock market is in the last throes of the great bull market that began on March 9, 2009. That’s because more and more smaller and lesser known stocks...
Via
Talk Markets
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