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home
about us
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Firm ADV PDFs
Form CRS
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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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Client Information
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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EVENTS
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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
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Updated: 4:15 PM EST, Jan 9, 2026
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Generating Yield In A Volatile Market
↗
April 02, 2022
Dividends and stock buybacks may represent a more sustainable approach to generating current income.
Via
Talk Markets
Chart of the Week - Equity Valuation… reset?
↗
March 15, 2022
U.S. equities don’t just look elevated vs their own history, in fact, the US PE10 is still 2.1x. and 2.4x respectively the PE10 for Developed ex-US and Emerging Markets.
Via
Talk Markets
Hard to Be Sterling
↗
September 29, 2021
Energy prices pulled back late yesterday, but it offered a little reprieve to the bond market where the 10-year benchmark yields in the US, UK, Sweden, and Switzerland reached new three-month highs.
Via
Talk Markets
Topics
Bonds
Soaring Energy Prices Lift Yields, Weigh on Equities and the Greenback Pops
↗
September 28, 2021
Rising energy prices and yields are helping lift the US dollar and weighing on equities.
Via
Talk Markets
US Bonds Stabilize and the Dollar Finds Better Footing
↗
September 24, 2021
The 13 bp jump in the US 10-year note and 30-year failed to derail the rebounding equities or lend the dollar support.
Via
Talk Markets
What to Expect When You are Expecting
↗
September 22, 2021
The markets have stabilized since Monday's panic attack but have not made much headway.
Via
Talk Markets
Bond Sell-Off Continues
↗
August 26, 2021
The new equities high in the US failed to carry into today's activity.
Via
Talk Markets
Consolidative Summer Session
↗
August 24, 2021
News that Pfizer's vaccine was granted full approval helped lift US equity indices to record highs yesterday, and this spilled over to the Asia Pacific region, where China claimed to have eradicated...
Via
Talk Markets
Dollar Rides High
↗
August 20, 2021
Even shallow dollar dips appear to have been bought.
Via
Talk Markets
Fed Lifts Dollar
↗
August 19, 2021
The US dollar rallied after the Federal Reserve signaled that a majority are inclined to reduce the pace of bond purchases this year, even though the short-end interest rate markets took it in stride.
Via
Talk Markets
Topics
Bonds
Economy
Antipodeans and Sterling Bear Brunt of Greenback's Gains
↗
August 17, 2021
Concern about the economic impact of the virus and new efforts by China to curb
Via
Talk Markets
Monday Blues: Delta, Kabul, Disappointing Chinese Data
↗
August 16, 2021
The spreading virus, the disappointing Chinese data, and the news that the Taliban have captured Kabul has dampened risk appetites. Equities have moved lower.
Via
Talk Markets
Markets Grind Into The Weekend
↗
August 13, 2021
Friday the 13th is supposed to be ominous, but the global capital markets are mostly subdued.
Via
Talk Markets
Rising Rates Underpin the Greenback
↗
August 11, 2021
The US dollar remains firm ahead of the July CPI release, and even though Chicago Fed Evans demurred from the hawkish talk, the market is getting more comfortable with the idea of a rate hike next...
Via
Talk Markets
Topics
Economy
Soft German ZEW Survey Weighs On The Euro
↗
August 10, 2021
After the big sell-off in gold and oil yesterday, the markets have stabilized today.
Via
Talk Markets
Gold's Flash Crash And Limited Follow-Through Greenback Gains
↗
August 09, 2021
A flash crash saw gold drop more than $70 an ounce in early Asia. Silver was dragged lower too.
Via
Talk Markets
US Employment Data is Important but for the Millionth Time, Don't Exaggerate It
↗
August 06, 2021
Record high closes yesterday for the S&P 500 and NASDAQ have done little to help global equities today.
Via
Talk Markets
Topics
Stocks
RBA Surprises
↗
August 03, 2021
US Treasury yields were slipping, but the weaker than expected manufacturing ISM, which included the slowest rise in price paid since March, sent the 10-year yield below 1.15% and the 30-year below...
Via
Talk Markets
Risk Appetites Start the Weekend Early
↗
July 30, 2021
Disappointing revenue and sales figures by Amazon shortly after the US close yesterday set the tone for today's equity sell-off.
Via
Talk Markets
Chinese Officials Calm Markets
↗
July 29, 2021
More constructive signals from Chinese officials and a Federal Reserve that is gradually moving toward slowing its bond purchases have had a beneficial impact on the risk-appetites.
Via
Talk Markets
Topics
Bonds
Economy
Fed Day
↗
July 28, 2021
China's aggressive campaign has exploded on the international stage to become a major market force.
Via
Talk Markets
Topics
Economy
China Sends Ripples Across the Markets
↗
July 27, 2021
It is not China's aggressive foreign policy that is the source of the disturbance in the capital markets, but its aggressiveness at home as it asserts control parts of the tech sector and toughens its...
Via
Talk Markets
New Record Cases in Sydney Casts a Pall over Australia
↗
July 23, 2021
The combination of the dovish ECB's forward guidance and the unexpected rise in weekly US jobless claims to a two-month high sent bond yields tumbling.
Via
Talk Markets
Topics
Bonds
Doom and Gloom Takes Toll
↗
July 20, 2021
The capital markets have begun stabilizing after yesterday's dramatic moves.
Via
Talk Markets
Analyzing iShares MSCI ACWI Index Fund's Unusual Options Activity
↗
July 19, 2021
iShares MSCI ACWI Index Fund (NASDAQ:ACWI) shares experienced unusual options activity on Monday. The stock price moved down to $99.44 following the option alert. Sentiment:...
Via
Benzinga
BOJ Tweaks Forecasts
↗
July 16, 2021
The markets head into the weekend with little fanfare.
Via
Talk Markets
Headline US CPI may Decline for the First Time in a Year
↗
July 13, 2021
New record highs in the US S&P 500 and NASDAQ coupled with China allowing Tencent to acquire a search engine helped lift Asia Pacific equities.
Via
Talk Markets
Topics
Stocks
Markets Adrift Ahead of Key Events
↗
July 12, 2021
The new week has begun quietly. The dollar is drifting a little higher against most major currencies, with the Scandis and dollar-bloc currencies the heaviest.
Via
Talk Markets
PBOC Cuts Reserve Requirements after Inflation Measures Ease
↗
July 09, 2021
The capital markets are winding down what has been a challenging week that has seen equity markets slide and the dollar and bonds rally.
Via
Talk Markets
Topics
Bonds
Capital Markets Remain Unhinged
↗
July 08, 2021
The dramatic move in the capital markets continues. The US dollar is soaring as yields and equities slide.
Via
Talk Markets
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