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about us
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Brochure Supplement Amit Stavinsky
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Brochure Supplement Dominick Savo
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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
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Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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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
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Investing During Uncertain Times
Read FULL Seminar Here
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State Street SPDR Portfolio Long Term Treasury ETF
(NY:
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A Shock to the System
↗
March 26, 2023
Despite the jitters around the financial sector major indices all turned in positive performances this week. The Dow Jones Industrial Average rose 0.4% in Friday’s session. The S&P 500 closed up 0.6%...
Via
Talk Markets
The Fed Should Hike Rates This Week And Signal For More To Come
↗
March 19, 2023
All the focus is on whether the Fed should hike rates this week, and based on the markets, they should not only hike rates but also signal for more hikes to come.
Via
Talk Markets
Weekly Market Pulse: What Moves Markets
↗
March 06, 2023
While the short term trend hasn’t changed yet, the bond rally at the end of the week may have signaled that the recent short term rate uptrend is coming to an end. The trading was consistent with what...
Via
Talk Markets
Market Briefing For Thursday, Mar. 2
↗
March 02, 2023
Blunt instruments, like Fed rate hikes, aren't impacting inflation or markets in ways many bears and economists anticipate; though it definitely is calming.
Via
Talk Markets
The 7 ETFs to Buy for the Perfect Portfolio
↗
February 01, 2023
These seven ETFs to buy provide investors with an easily manageable portfolio that delivers good risk-adjusted returns over the long haul.
Via
InvestorPlace
Treasury Bonds FAQ
↗
January 18, 2023
While other investors fret over yesterday’s inflation we look toward tomorrow’s inflation. Assuming monthly inflation rates remain low or decline further as we suspect bonds offer an incredible...
Via
Talk Markets
The US 10yr Is Eyeing 3%. So Now What?
↗
May 02, 2022
Back in February, the US 10yr broke above 2%, and we posed the question – now what?
Via
Talk Markets
Fed Tightening Cycle Near Peak? This Treasury Futures Trend Seems To Say It Could Happen
↗
January 23, 2023
Net-short leveraged positions in 10-year Treasury futures by hedge funds have reportedly grown to the largest levels since 2019 while net-long positions taken by institutional investors have risen to...
Via
Benzinga
The Next Major Threat to Your Portfolio Just Arrived
↗
January 19, 2023
The data is finally beginning to register that a recession is at hand. I’ve been forecasting that the U.S. economy was in recession back in November. Leading indicators and the bond market made this...
Via
Talk Markets
10 Monster Stock Market Predictions For 2023
↗
December 26, 2022
In this year’s write-up, I will review my ten predictions for 2023. Anything can happen, but this exercise has a point, which helps me lay out a game plan and thought process for the path that may lie...
Via
Talk Markets
CoT: Peek Into Future Through Futures, How Hedge Funds Are Positioned - Dec. 25
↗
December 25, 2022
The Bank of Japan pulled a surprise on markets on Tuesday. The central bank allowed the 10-year Japanese bond to move 50 basis points either side of its zero percent target
Via
Talk Markets
T Bond Futures: Look What I Found! Fed Rate Increases Pausing?
↗
November 27, 2022
This video I will share what I found in the T Bond Futures market. In light of all the rate increases we've been getting from the Fed, could there be a change coming soon?
Via
Talk Markets
SPDR ETF Report - Wednesday, Nov. 16
↗
November 16, 2022
In this video Ira Epstein reviews SPDR-ETF trading for the trading day just ended, Tuesday, November 15.
Via
Talk Markets
Weekly Market Pulse: It’s Always Different This Time
↗
November 07, 2022
The FOMC met last week and raised the Fed Funds rate by 0.75%. The bond and stock markets reacted not to this action but to the commentary provided by the committee in its statement and by Chairman...
Via
Talk Markets
Foreigners Keep Selling More US Stocks And Buy More Treasury Bonds
↗
October 19, 2022
At least until August, foreigners were crystal clear which US assets to part with and which to hold on to. They have been selling equities and buying long bonds.
Via
Talk Markets
When Will Bonds Become A “Buy”?
↗
September 22, 2022
As comments from heads of central banks go, yesterday’s press conference was relatively lucid. For anyone who remains confused about the likely path ahead for monetary policy, well, they probably...
Via
Talk Markets
Financial Markets Report For Wednesday, Sept. 21
↗
September 22, 2022
In this video Ira Epstein reviews the days trading in the Financial markets for the trading day just ended, Wednesday, Sept. 21.
Via
Talk Markets
10Y Treasury Yield Surges To Highest In A Decade As Fed Decision Looms
↗
September 19, 2022
The benchmark 10-Year U.S. Treasury Yield rose to its highest level since April 2011 as investors brace for another major interest rate hike this week.
Via
Talk Markets
Elliott Wave Analysis: Commodity Futures Markets, Monday, Sept. 12
↗
September 12, 2022
Elliot Wave Analysis for the Commodities Markets, Monday, Sept. 12. Covered: US 10 Yr YIELDS, GOLD, SILVER, FOREX, URANIUM, LITHIUM, NICKEL, COPPER, CRUDE OIL, NATURAL GAS, CORN and WHEAT.
Via
Talk Markets
The Dog That Didn’t Bark
↗
August 29, 2022
Suffice it to say that higher interest rates – and more importantly the reaction to those higher rates – will have an impact on growth and the labor market. The right question isn’t whether there will...
Via
Talk Markets
CoT: Peek Into Future Through Futures, How Hedge Funds Are Positioned - Monday, Aug. 22
↗
August 22, 2022
For the first time in nine weeks, the VIX had a positive week. The index looks set to rally. The S&P 500 is likely to come under pressure in the sessions ahead to unwind the overbought daily condition...
Via
Talk Markets
CoT: Peek Into Future Through Futures, How Hedge Funds Are Positioned - Monday, Aug. 15
↗
August 15, 2022
For the first time in nearly four months, VIX broke 20, closing last week at 19.53. The volatility index has now declined for eight weeks in a row.
Via
Talk Markets
Chip Mania – Week In Review
↗
July 31, 2022
In the span of a few weeks, investor sentiment seems to have shifted from extremely negative to positive. To top it off this week, Congress passed the $280 billion Chips and Science (CHIPS+) Act...
Via
Talk Markets
A 10-Year Treasury Yield ‘Fair Value’ Estimate
↗
June 16, 2022
The Federal Reserve’s 75-basis-point hike for its target rate on Thursday — the biggest increase since 1994 — signals that the central bank is increasingly committed to fighting inflation.
Via
Talk Markets
Market Briefing For Tuesday, June 14
↗
June 14, 2022
We're more likely to have a Fed retaining their credibility by doing most, if not all, of the constraining policies they pledged. Whether they move to 'restriction' is problematic.
Via
Talk Markets
The Greenback Bounces Back
↗
June 08, 2022
After modest US equity gains yesterday, the weaker yen and Beijing’s approval of 60 new video games helped lift most of the large markets in the Asia Pacific region.
Via
Talk Markets
Euro Sinks As US Dollar Gains On Inflation Fears Boosting Yields
↗
May 31, 2022
The Euro lost ground in the Asian session despite yesterday’s high German inflation data setting the stage for the ECB to act on rates lift-off.
Via
Talk Markets
Why Pay More For Your Investments?
↗
May 03, 2022
Many iconic ETFs have substitutes that are large enough to be well past viability and liquid enough to satisfy the needs of most investors.
Via
Talk Markets
After Vicious Rally Last Several Months, 10-Year T-Yield Could Begin To Attract Bond Bulls
↗
May 02, 2022
The 10-year treasury yield more than doubled in five months, completing a measured-move target of an inverse-head-and-shoulders breakout in early January.
Via
Talk Markets
Tuesday Talk: Monday, Washday
↗
April 12, 2022
Monday was something of a wash-out as concerns about the war in Ukraine, COVID in China and Fed action continued to weigh on investors. Stocks fell and Fed yields climbed.
Via
Talk Markets
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