Menu
home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
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 Buy Currently
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
Sample Portfolio
Sample Portfolio Analysis
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 sm Program
Services, Fees and Compensation
Account Requirements
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
Municipal Bond Presentation
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
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
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
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
Recent Quotes
View Full List
My Watchlist
Create Watchlist
Indicators
DJI
Nasdaq Composite
SPX
Gold
Crude Oil
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries
FINANCIAL SEL
(NY:
XLF
)
49.53
UNCHANGED
Streaming Delayed Price
Updated: 8:00 PM EDT, Apr 2, 2026
Add to My Watchlist
Quote
Overview
Detailed Quote
Charting
Historical Prices
News
Press Releases
Research
Quarterly Reports
Insider Filings
Other Filings
All News about FINANCIAL SEL
< Previous
1
2
3
4
5
6
7
8
9
...
67
68
Next >
Financials Are Down Big This Year, but XLF Is Looking Like a Buy-Low Opportunity
↗
March 29, 2026
Via
MarketBeat
Banks at the Helm: Why the Great Rotation is Betting Big on Financials
March 25, 2026
As the first quarter of 2026 draws to a close, the narrative dominating Wall Street is no longer the relentless climb of "Magnificent Seven" tech giants, but rather a profound structural shift toward...
Via
MarketMinute
Topics
Artificial Intelligence
Credit Cards
ETFs
5 Bank Stocks to Avoid as Financials Falter
↗
March 24, 2026
It's been a tough quarter for U.S. stock market sectors, especially for financials. The Financial Select Sector SPDR Fund (NYSE:XLF) has dropped over 10%, with headwinds such as the Iran war and...
Via
Benzinga
Topics
Bonds
Economy
3 Defensive ETFs Worth Buying as March 2026 Volatility Continues
↗
March 20, 2026
From concerns about AI to the conflict in Iran, March has not been an easy month to navigate for investors.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Wall Street Rebounds: Financial Giants Lead Market Surge as Sector Recovery Gains Momentum
March 17, 2026
NEW YORK — In a resounding show of resilience, the financial sector powered a significant market rally on Tuesday, March 17, 2026. Leading the charge, shares of investment banking titans Morgan Stanley...
Via
MarketMinute
Topics
Artificial Intelligence
Credit Cards
ETFs
COIN Stock Drops While CRCL Surges After Monness Crespi Calls Out Trump For ‘Saber Rattling’ On CLARITY Act
↗
March 11, 2026
Monness Crespi dismissed President Trump’s recent pro-crypto Truth Social posts as "saber rattling” political talk that doesn’t necessarily imply real policy or laws will change.
Via
Stocktwits
Topics
Government
Berkshire Hathaway CEO Greg Abel Loads Up On $15M In Stock, BRK Resumes Share Buybacks
↗
March 05, 2026
Berkshire stated that it can buy its Class A or Class B stock at any time it believes the “repurchase price is below our intrinsic value.”
Via
Stocktwits
Topics
Artificial Intelligence
Webull CEO Pins Growth Hopes On AI Tool ‘Vega’ To Revive Growth After Profit Miss Sends Stock Sliding
↗
March 05, 2026
Webull’s profit miss has made investors jittery, but the CEO is pinning hopes on the company’s AI assistant, Vega, and on diversifying the business to drive the next growth phase.
Via
Stocktwits
Topics
Artificial Intelligence
Bonds
Robinhood Stock Rises: Fintech Pushes Beyond Crypto With $695 Platinum Card For High-End Spenders
↗
March 04, 2026
Robinhood’s stock has been battered by weakness in cryptocurrencies, and the firm is expanding into other operations, such as credit cards, to attract new customers.
Via
Stocktwits
Topics
Credit Cards
Billionaire Stanley Druckenmiller Dumped 2 of His Top Performers -- Teva and Taiwan Semiconductor -- and Made This Sector-Based ETF His Fund's New No. 2 Holding
↗
March 04, 2026
Duquesne Family Office's billionaire boss meaningfully pared down two high-flying stocks in the fourth quarter and made a $301 million wager on a popular sector-based exchange-traded fund (ETF).
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Retirement
Time To Buy SOFI Stock? Retail Traders Turn More Bullish After Stablecoin Tie-Up With Mastercard
↗
March 04, 2026
SoFi stock has been battered amid concerns about its valuation, with Wall Street analysts calling it “stretched.”
Via
Stocktwits
Blackstone Stock Falls, Pressured By Worries Surrounding $82 Billion Private Credit Fund
↗
March 03, 2026
Blackstone Private Credit Fund’s Q1 redemption requests totaled 7.9% of the outstanding shares, up from 4.5% in Q4.
Via
Stocktwits
Why Did SOFI Shares Gain After-Hours Today?
↗
March 02, 2026
In a Form 4 filing, the company reported that CEO Anthony Noto had bought 56,000 shares of SoFi Technologies on March 2, 2026.
Via
Stocktwits
Topics
Artificial Intelligence
Flaharty Sold $13 Million of First Trust Global Tactical Commodity Strategy Fund
↗
March 02, 2026
FTGC is an actively managed ETF providing broad commodity exposure through tactical allocation across futures and related instruments.
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
Flaharty Buys $15 Million of First Trust Enhanced Short Maturity ETF
↗
February 28, 2026
First Trust Enhanced Short Maturity ETF focuses on high-quality, short-term debt for investors seeking income and capital preservation.
Via
The Motley Fool
Topics
Bonds
ETFs
Regulatory Compliance
The Great Rotation: Why Wall Street is Betting Big on Banks and Factories in 2026
February 27, 2026
The era of tech-driven market narrowness appears to have met its match. In a series of sweeping upgrades throughout the first quarter of 2026, Wall Street’s most influential strategists have officially...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
The AI "Margin Killer": Financials and Insurance Reeling from Mid-February Selloff
February 27, 2026
The financial markets experienced a sharp correction in mid-February 2026, as the narrative surrounding Artificial Intelligence shifted from "growth engine" to "margin killer." The Financial Select...
Via
MarketMinute
Topics
Artificial Intelligence
Coinbase-Circle Stablecoin Deal Faces Rewrite Under GENIUS Act, VanEck Says ‘We Already Knew’
↗
February 27, 2026
VanEck’s Matthew Sigel said Coinbase was already expected to adjust its agreement with Circle under the GENIUS Act.
Via
Stocktwits
Block Layoffs Ignite Online Firestorm: AI Disruption Or Just Plain Bad Management?
↗
February 27, 2026
While Jack Dorsey defends the move to lay off people as a necessity of the current times, users on Stocktwits and X are raising concerns about the job cuts.
Via
Stocktwits
Topics
Artificial Intelligence
Workforce
PayPal Not In Talks With Stripe Or Any Other Firm For Takeover: Report
↗
February 26, 2026
The firm has been working for months with bankers to prepare itself for a potential activist campaign or unwanted takeover bid, Semafor reported on Thursday.
Via
Stocktwits
Sezzle Stock Sizzles 16% After The Bell As Investors And Retail Traders Cheer Record GMV Growth
↗
February 25, 2026
Sezzle’s revenue growth has soared, mainly driven by higher consumer engagement during the peak holiday season.
Via
Stocktwits
Topics
Artificial Intelligence
Coinbase, Binance, Kraken Roll Out Rival Tokenized Stock Products In The Battle For Retail Dollars
↗
February 25, 2026
The move comes after the SEC in January clarified that tokenized securities fall under existing federal laws regardless of being on-chain.
Via
Stocktwits
Topics
ETFs
Regulatory Compliance
SOFI Stock: Hold Or Buy? Jim Cramer Says It’s ‘Too Cheap To Ignore Now’
↗
February 24, 2026
“It's a bank, guys, and it has a federal charter. It's not going to get replaced by Claude or OpenAI,” Cramer said.
Via
Stocktwits
Topics
Artificial Intelligence
Coinbase Stock Falls Despite Forecast For 7x Stablecoin Revenue Growth Amid Bitcoin Selloff
↗
February 24, 2026
COIN’s stock fell in overnight trade amid weakness in the crypto market and an investor note from Moness Crespi asking investors to short shares.
Via
Stocktwits
Who Could Buy PayPal? Suitor Talk Swirls On Wall Street After PYPL Stock’s Best Day in 10 Months
↗
February 23, 2026
After a brutal 12-month slide, PYPL jumps on reports of buyout interest, with analysts floating mega-cap tech as potential suitors.
Via
Stocktwits
Buy Coinbase Shorts Despite Selloff, Monness Crespi Tells Investors — What Is The Analyst’s Rationale?
↗
February 23, 2026
The analyst attributed the selloff in Coinbase to President Donald Trump's tariff moves, continued exchange traded fund outflows, and "signs of whales moving HODLs onto exchanges," as per TheFly.
Via
Stocktwits
Topics
Government
World Trade
Citi Shares Dive — It Is Reportedly Selling More Of Its Banamex Stake
↗
February 23, 2026
Citigroup is discussing the offloading of stakes smaller than 5% each to a group of companies and Mexican family offices, including Blackstone Inc., General Atlantic among others, according to a...
Via
Stocktwits
Topics
Workforce
PayPal Reportedly Attracting Takeover Interest After Stock Slump
↗
February 23, 2026
At least one large rival is looking at the whole company, while some other suitors are only interested in certain PayPal assets, Bloomberg News reported.
Via
Stocktwits
Lemonade Stock Faces Wall Street Caution As Core Profit Growth Comes Into Focus
↗
February 23, 2026
Lemonade’s stock has declined over the last few days due to its core profit growth target being, in hindsight, missed, even as the company delivers on revenue.
Via
Stocktwits
Topics
Artificial Intelligence
Forget 1:1 Returns: The Double-Leveraged Secret to Outperforming the S&P Financials
↗
February 22, 2026
A bold way to bet on financial stocks.
Via
The Motley Fool
Topics
ETFs
Economy
Stocks
< Previous
1
2
3
4
5
6
7
8
9
...
67
68
Next >
Stock Quote API & Stock News API supplied by
www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the
Privacy Policy
and
Terms Of Service
.
© 2025 FinancialContent. All rights reserved.