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home
about us
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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
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
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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
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FX Daily: Time To Take Tariffs More Seriously?
July 22, 2025
Tickers
FXB
FXE
UUP
Tags
FXB
FXE
UUP
From
TalkMarkets
EUR/USD Forex Signal: Short-Term Consolidation After Push To $1.1700
July 22, 2025
Tickers
FXE
UUP
Tags
Market News
Currencies/Forex
UUP
From
TalkMarkets
EUR/JPY Price Forecast: Constructive Outlook In Place Above 172.50
July 22, 2025
Tickers
FXE
FXY
Tags
FXY
FXE
Market News
From
TalkMarkets
EUR/USD Holds Onto Gains Near 1.1700 Amid US-EU Trade Tensions
July 21, 2025
Tickers
FXE
UUP
Tags
UUP
FXE
Currencies/Forex
From
TalkMarkets
Financial Markets Report For Monday, July 21
July 21, 2025
Tickers
BITCOMP
BNO
DIA
FXB
Tags
Cryptocurrencies
FXB
SPX
From
TalkMarkets
Market Talk - Monday, July 21
July 21, 2025
Tickers
AAXJ
DAX
FXE
FXY
Tags
AAXJ
FXE
DAX
From
TalkMarkets
Yen Jumps As Governing Coalition Loses Majority In Upper House
July 21, 2025
Tickers
FXB
FXC
FXE
FXY
Tags
FXC
FXE
FXB
From
TalkMarkets
Forex Today: Japanese Yen Gains As Govt Loses Upper House
July 21, 2025
Tickers
BITCOMP
FXE
FXY
UUP
Tags
Cryptocurrencies
FXE
Market News
From
TalkMarkets
The Fed Is To Blame For The Dollar’s Recent Weakness; Still, There Is No Fiat Alternative
July 21, 2025
Tickers
FXE
UUP
Tags
UUP
FXE
Currencies/Forex
From
TalkMarkets
Daily Market Outlook - Monday, July 21
July 21, 2025
Tickers
BITCOMP
FXB
FXE
FXY
Tags
Stocks / Equities
FXB
FXE
From
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This Week: EURUSD – Potential Volatility Ahead
July 21, 2025
Tickers
FXE
UUP
Tags
FXE
UUP
Currencies/Forex
From
TalkMarkets
EUR/JPY Wobbles Below The 173.10 Highs After Japan’s Elections
July 21, 2025
Tickers
FXE
FXY
Tags
FXY
FXE
Currencies/Forex
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FX Daily: Japan Election Results Add To Yen Uncertainty
July 21, 2025
Tickers
FXE
FXY
UUP
Tags
UUP
FXY
FXE
From
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Summer Doldrums' Big Picture
July 20, 2025
Tickers
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FXY
GLD
IEF
Tags
SPY
IWM
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EUR/USD Weekly Forecast: Fast Results And Shifting Speculative Reversals
July 20, 2025
Tickers
FXE
UUP
Tags
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Market News
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Pairs In Focus - Gold, EUR/USD, Nasdaq 100, GBP/USD, USD/CAD, Bitcoin, USD/MXN, USD/JPY
July 20, 2025
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BITCOMP
FXB
FXC
FXE
Tags
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FXE
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CoT's Peek Into Future Through Futures, How Hedge Funds Are Positioned
July 20, 2025
Tickers
DBO
FXE
GLD
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Tags
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Euro Bets Hit 83-Week High, US Dollar Index Speculator Bets Gain For 3rd Week
July 19, 2025
Tickers
EWZ
FXA
FXB
FXC
Tags
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EWZ
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TalkMarkets
Week Ahead: State Of Dollar's Correction To Be Determined
July 19, 2025
Tickers
FXB
FXC
FXE
FXY
Tags
FXE
FXB
FXC
From
TalkMarkets
EURUSD Price Forecast
July 19, 2025
Tickers
FXE
UUP
Tags
FXE
UUP
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From
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July 18, 2025
Tickers
BITCOMP
BNO
DIA
FXB
Tags
UUP
Commodities
Currencies/Forex
From
TalkMarkets
Morgan Stanley Expects Further Euro Gains - A Tailwind For Gold?
July 18, 2025
Tickers
FXE
GLD
UUP
Tags
FXE
Futures
Commodities
From
TalkMarkets
Waller May Be Alone In Advocating July Rate Cut, But It Weighs On The Greenback
July 18, 2025
Tickers
FXA
FXB
FXE
FXY
Tags
FXA
FXE
FXB
From
TalkMarkets
Daily Market Outlook - Friday, July 18
July 18, 2025
Tickers
BITCOMP
FXB
FXE
FXY
Tags
BITCOMP
FXY
Currencies/Forex
From
TalkMarkets
EUR/USD Picks Up As Market Mood Brightens, Impact Of US Data Eases
July 18, 2025
Tickers
FXE
UUP
Tags
Market News
Currencies/Forex
FXE
From
TalkMarkets
FX Daily: Dollar Rebound Can Gather Some Pace
July 18, 2025
Tickers
FXE
FXY
UUP
Tags
UUP
FXE
FXY
From
TalkMarkets
Financial Markets Report For Thursday, July 17
July 17, 2025
Tickers
BITCOMP
BNO
DIA
FXB
Tags
BNO
Currencies/Forex
Commodities
From
TalkMarkets
EUR/USD Analysis: Euro Awaits European Inflation Figures On A Decline
July 17, 2025
Tickers
FXE
UUP
Tags
UUP
FXE
Currencies/Forex
From
TalkMarkets
EUR/USD Under Pressure Amid Strong US Dollar Sentiment
July 17, 2025
Tickers
FXE
UUP
Tags
Currencies/Forex
Market News
FXE
From
TalkMarkets
Markets Mixed After Wall Street Ended Mixed
July 17, 2025
Tickers
FXB
FXE
GLD
OIL
Tags
Stocks / Equities
FXB
FXE
From
TalkMarkets
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