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home
about us
Investment Approach
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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
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State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
(NY:
SPTM
)
83.27
UNCHANGED
Streaming Delayed Price
Updated: 8:00 PM EST, Dec 29, 2025
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All News about State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
Better Broad-Market ETF: ITOT vs. SPTM
↗
December 21, 2025
Fund size, stock coverage, and trading flexibility set these two ultra-low-cost ETFs apart for investors prioritizing scale and liquidity.
Via
The Motley Fool
Topics
ETFs
VTV vs. SPTM: Should Investors choose Vanguard's Value ETF or the S&P 1500's Stability?
↗
December 20, 2025
Yield, sector focus, and risk profiles set these ETFs apart—see how their different strategies may align with your investment goals.
Via
The Motley Fool
Topics
ETFs
Stocks
VTV Offers Higher Yield While SPTM Delivers Broader Growth
↗
November 01, 2025
VTV Offers Higher Yield While SPTM Delivers Broader Growth
Via
The Motley Fool
Topics
ETFs
Better Buy: Vanguard Total Stock Market ETF vs. SPDR Portfolio S&P 1500 ETF
↗
April 26, 2025
Via
The Motley Fool
Topics
ETFs
Economy
Stocks
Why Core Construction Matters
↗
October 29, 2022
Look inside the S&P 1500 and its core components in this video.
Via
Talk Markets
SPDR Portfolio S&P 1500 Composite Stock Market ETF: What Do You Get When You Buy "Everything"?
↗
April 13, 2025
Via
The Motley Fool
Topics
ETFs
Economy
Stocks
Want to Outperform 98% of Professional Mutual Fund Managers? Buy This 1 Investment and Hold It Forever.
↗
December 15, 2024
The less work you do trying to beat the best minds on Wall Street, the better off you'll be.
Via
The Motley Fool
You Can Outperform 98% of Professional Fund Managers by Using This Simple Investment Strategy
↗
October 28, 2024
You don't have to spend hours researching the markets to beat the professional investors.
Via
The Motley Fool
How Should a Beginner Invest in Stocks? Start With This ETF.
↗
September 13, 2024
Learn how to easily build a diversified portfolio from scratch. This one ticker represents more than 3,600 stocks, setting you up for ultimate stability.
Via
The Motley Fool
The Important Message From Not-So-Widely Followed Charts
↗
May 11, 2024
In this week's video, we'll demonstrate why there's an important message in a small group of not-so-widely followed charts.
Via
Talk Markets
Broad Turn In Weekly Momentum Bodes Well For Stocks
↗
November 23, 2023
The weekly chart of the SPDR S&P 500 ETF SPY contains numerous forms of improvement which tell us to be open to more upside in the coming weeks and months.
Via
Talk Markets
Topics
ETFs
Stocks
The Message From Twelve Post-CPI Charts
↗
November 14, 2023
The developments following the better-than-expected CPI data increase the odds the primary bullish trend is in the process of retaking control.
Via
Talk Markets
A New Day For Stock Market Bulls
↗
November 03, 2023
Some believe we are in a bear market; others say we are in a bull market.
Via
Talk Markets
Six Charts That Say A Lot About The Market’s Outlook
↗
October 30, 2023
The Nasdaq Composite’s anchored volume weighted average price (AVWAP) chart says the market is at a very important juncture.
Via
Talk Markets
Topics
Stocks
Do The Charts Align With An Imminent-Recession Narrative?
↗
May 27, 2023
Risk-on or toppy? What we can learn about recession and bear market probabilities by examining the latest charts, data, and studies.
Via
Talk Markets
ETF Battles: Which Broad Stock Market ETF Is Best?
↗
November 09, 2022
An audience-requested contest between broad stock market ETFs from American Century, State Street Global Advisors, and Vanguard.
Via
Talk Markets
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