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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
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TAF sm Program
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Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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Event Schedule
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Event Schedule
Market Value Securities (MVS sm) Presentation
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Investing During Uncertain Times
Read FULL Seminar Here
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Markets Focus On Reflation Risk After Fed Cuts Rates
↗
December 19, 2024
Via
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Topics
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Economy
Speculator Extremes: Ultra T-Bonds, AUD, 5-Year & USD Index Lead Bullish & Bearish Positions
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November 24, 2024
This weekly Extreme Positions report highlights the Most Bullish and Most Bearish Positions for the speculator category. Extreme positioning in these markets can foreshadow strong moves in the...
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Rising Treasury Yields Raise Doubts About Another Fed Rate Cut
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Via
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Fed: Why They Will Cut Rates (But Probably Should NOT)
↗
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↗
November 02, 2024
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↗
August 09, 2024
Rates seem to be forming their own very impressive topping patterns, similar to what happened before Covid.
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Asian Markets Gear Up For A Rocky Start
↗
August 04, 2024
The once-cherished narrative of a U.S. economic 'soft landing' has vanished faster than free snacks in a trading room, replaced by the grim prospect of a 'hard landing.'
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Markets Confident That Rate Cuts Will Start In September
↗
July 15, 2024
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Inflation Threats Make Yield Curve ETFs a Top Trade
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As inflation risks for the United States economy come back online, the trade for a yield curve steepening becomes the best alternative for investors to watch
Via
MarketBeat
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Has The Bond Market Rally Peaked?
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October 22, 2024
Fresh doubts are bubbling as the market reconsiders a range of risk factors, including renewed skepticism about the Federal Reserve’s commitment to cutting interest rates.
Via
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Mixed Signals Persist For Risk-On Sentiment Outlook
↗
October 10, 2024
Investor sentiment has wobbled recently, but there’s still room for debate on whether the appetite for risk has peaked for this market cycle.
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Stocks: Are You Missing The Big Picture?
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September 28, 2024
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“Bond Market Yield Curve Returns to Normal”? Signals for Gold, Stocks, Economy
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September 21, 2024
The financial media appear to once again be leading the public astray about the Yield Curve situation.
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Mixed Risk-Appetite Signals Sharpen Debate For Markets Outlook
↗
September 19, 2024
Recent market volatility has raised questions about the staying power of the rally for global assets that began in late-2023.
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The Fed “Train” Is Leaving The Station: Destination Unknown
↗
September 16, 2024
The markets are pricing in the first rate cut in more than four years. As of this writing, it looks like we can expect a 50-basis-point cut on Wednesday, with a 50% probability of a 1.25% cut by...
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Economy
Markets Take A Hit, But A Clear Risk-Off Signal Is Still In Dispute
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August 08, 2024
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Will The Fed Meeting Support A September Rate Cut Forecast?
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The market is convinced that the Federal Reserve will start cutting interest rates at the Sep. 18 policy meeting.
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Stalled Real Estate Market In The US, Gold Rush In India
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Markets seem to be focusing their expectations on the Fed's next rate cut. If Jerome Powell fails to act within a reasonable timeframe, he could be criticized for taking too long to cut rates.
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Has Risk-On Run Out Of Road?
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More investors are asking the question lately, in part because markets are seemingly defying gravity and ignoring various macro and geopolitical risks.
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Best Indicator For Recession & Stock Market Downturn
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June 17, 2024
The steepening in the yield curve from inversion to above 0 is the best indicator of an imminent recession.
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Stocks: What To Watch Now
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June 01, 2024
In this week's video, we'll review the latest charts and data to help us understand what we should be watching now to better understand the stock market's risk-reward profile in the context of...
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Economy
Bearish Signs Are Emerging Across The Market
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May 29, 2024
Several indicators are pointing to a more risk-off environment forming in the market.
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Market Trends Continue To Lean Into A Bullish Signal
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May 23, 2024
Although there are plenty of warnings from analysts who see trouble ahead, trend profiles show no fear.
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The S&P 500 Comes To The Critical 5,200 Level
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May 07, 2024
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Are New Highs Coming In The Stock Market?
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May 04, 2024
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Does Reflation Risk Threaten The Risk-On Signal For Stocks?
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April 25, 2024
Animal spirits have come off the boil lately, but these are still early days for deciding if risk-on sentiment for equities has hit a wall or is in a holding pattern that allows markets to consolidate...
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Are The Bears Back In Business?
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April 20, 2024
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Rate Cuts Off The Table For Near Term Outlook: Futures Market
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April 15, 2024
In the wake of last week’s hotter-than-expected consumer inflation data for March, the implied forecast via Fed funds futures indicates that interest-rate cuts are unlikely in the months ahead.
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Economy
Stocks Rally Back To Critical Resistance Zone
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April 11, 2024
Stocks rallied on Thursday following their post-CPI report plunge.
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