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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
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Consumer Sentiment Hits 7-Month High, But Inflation Fears Divide Democrats, Republicans
↗
December 06, 2024
December consumer sentiment index rose to 7-month high due to improved economic conditions & growing concerns over inflation, leading to increased purchases.
Via
Benzinga
Topics
Economy
100k Bitcoin
↗
December 06, 2024
The rally in Bitcoin is getting overbought and could likely be in for a consolidation or decline soon.
Via
Talk Markets
Topics
Bonds
Cryptocurrencies
ETFs
SPY-TLT Spread Deviation Puts These S&P 500 Stocks in Focus
December 05, 2024
There is a dislocation between the S&P 500 and the bond market today, one that might be corrected by the bigger banks and funds.
Via
MarketBeat
Topics
Bonds
ETFs
Stocks
Long Bonds TLT: Agony And Ecstasy
↗
December 04, 2024
TLTs cleared the 50 and 200 daily moving averages. This is interesting as the 2 MAs also had a death cross.
Via
Talk Markets
Topics
Bonds
ETFs
Long-Term Treasury ETFs Hit Death Cross As Yields Rise, Bonds Tumble
↗
December 04, 2024
Long-term Treasury ETFs hit rough patch as interest rates reverse course, signaling a Death Cross. Three major bond ETFs see bearish signals and potential for further declines.
Via
Benzinga
Topics
Bonds
ETFs
Do New Tariffs Signal Rising Inflation? A Technical Breakdown
December 03, 2024
While most economists think that new proposed tariffs will result in higher economic inflation scenarios, markets differ.
Via
MarketBeat
Topics
ETFs
Economy
World Trade
Will Stocks Continue To Rhyme With 2016?
↗
December 01, 2024
The market’s path since the election has been slightly different than the 'Trump 1.0' economy from 2016, but as of right now, it’s holding the simple bullish pattern of an election range breakout.
Via
Talk Markets
Topics
Bonds
ETFs
Economy
Signs Of Extreme Speculation Return
↗
November 30, 2024
As risk-taking builds and is rewarded by higher prices, risk-taking morphs into more extreme speculation. For example, the surge of capital into 3x Leveraged S&P 500 ETFs has been remarkable.
Via
Talk Markets
Topics
ETFs
Stocks
Stocks / Equities
S&P 500, Dow Rally To Record Highs, Dollar Snaps 8-Week Streak, Bitcoin Soars Above $97,000: What's Driving Markets Friday?
↗
November 29, 2024
Risk-on sentiment gained momentum on Wall Street after the Thanksgiving holiday, fueled by investor optimism over fourth-quarter profit forecasts for U.S. corporations, lifting both the S&P 500 and Dow...
Via
Benzinga
Topics
Stocks
The US Structural Deficit, An Increasingly Visible Threat
↗
November 29, 2024
Saudi Arabia recently orchestrated the issuance of $2 billion of Chinese sovereign bonds, denominated in US dollars, marking a notable evolution in the global financial landscape.
Via
Talk Markets
Topics
Bonds
Inflation Stabilization Firms With Robust Services Spending
↗
November 28, 2024
The Federal Reserve's preferred inflation gauge, core PCE, rose to 2.8% in October, driven by sticky service inflation despite falling goods prices. Robust spending challenges rate cuts.
Via
Talk Markets
Topics
Bonds
Economy
JD Vance's Investment Playbook Has Bitcoin And ETFs: Here's What Else The VP-Elect Is Betting On
↗
November 27, 2024
Vice President-elect James David Vance is a venture capitalist with investment experience in technology and connections to several notable industry mavens.
Via
Benzinga
Stocks Mixed Ahead Of Fed Minutes, Mexican Peso Tumbles To Over 2-Year Lows On Tariffs Fears: What's Driving Markets Tuesday?
↗
November 26, 2024
The U.S. stock market traded mixed on Tuesday morning, with major indices showing tight movements as investors awaited the release of the Federal Reserve's November meeting minutes.
Via
Benzinga
Topics
Economy
Bonds Pop, Gold Drops, and China Makes a Move
↗
November 25, 2024
Bonds and gold historically have a positive correlation; they tend to move together. But that’s been breaking up as of late, and that’s what happened today.
Via
Talk Markets
Topics
Bonds
Commodities
Futures
Pushing To Higher Highs
↗
November 24, 2024
The NYSE Index just keeps pushing to higher highs. This is impressive price action, and last week's new high for the market was not at all what I expected considering the warning signs that I was...
Via
Talk Markets
Topics
Bonds
ETFs
Peeking At The Future: Using CoT To Assess Hedge Fund, Noncommercial Positions
↗
November 24, 2024
This week, the tech-heavy Nasdaq index rallied 1.9 percent to 20776. The all-time high of 21182 was posted on the 11th (this month) and is within reach. Rally odds grow so long as the index remains...
Via
Talk Markets
Topics
Commodities
Currencies/Forex
Stocks / Equities
Higher Rates And A Stronger Dollar May Significantly Tighten Financial Conditions
↗
November 23, 2024
In this video, I discuss what to expect in the holiday-shortened week ahead.
Via
Talk Markets
Topics
Bonds
Currencies/Forex
Stocks / Equities
Stocks Move Higher, Walmart Hits Record High, Natural Gas Reaches 5-Month Peak: What's Driving Markets Tuesday?
↗
November 19, 2024
Wall Street managed to recover from a red start caused by heightened geopolitical tensions stemming from the ongoing Russia-Ukraine conflict.
Via
Benzinga
Topics
Energy
War, Gold, And Opportunity: Uncovering Today’s Market Moves
↗
November 19, 2024
Geopolitical tensions drive market moves as we analyze top picks.
Via
Talk Markets
Putin Revises Nuclear Doctrine For Broader Strikes After US-Backed Ukrainian Attack: Markets Drop, Bonds Gain
↗
November 19, 2024
European markets sank on Tuesday and U.S. stock futures followed suit, weighed down by escalating geopolitical tensions after Russian ...
Via
Benzinga
Markets Mixed Monday: NVIDIA Forecast And More
↗
November 18, 2024
Market indexes fought back from a temporary dip into the red this morning, with every major index aside from the Dow closing in the green to start a new trading week.
Via
Talk Markets
Topics
Stocks
Technical Monday: How Key Ratios Measure Risk
↗
November 18, 2024
Looking at gold, it underperforms SPY. Looking at silver, it remains an underperformer to gold at this point (also risk on for equities).
Via
Talk Markets
Rising Rates And Nvidia May Drive The Stock Market Much Lower
↗
November 17, 2024
This week is all about Nvidia, as the market anticipates the company’s fiscal third-quarter results. The question is whether Nvidia will continue beating expectations by $2 billion and raising guidance...
Via
Talk Markets
Post-Election Market Results And Commentary
↗
November 17, 2024
The U.S. dollar remains strong on foreign exchange markets and with Powell's note of caution regarding expectations for lower interest rates, downside action in all markets might be ahead for the...
Via
Talk Markets
Peeking Into The Future Via CoT - Futures, How Hedge Funds Are Positioned
↗
November 17, 2024
Inability to rally to a new high after coming so close is not encouraging news for small-cap bulls. All other major equity indices have left their highs from 2021 and 2022 behind, but not the Russell...
Via
Talk Markets
AskSlim Market Week - Friday, Nov. 15
↗
November 15, 2024
An analysis and commentary on the financial markets.
Via
Talk Markets
Trump Rally Fades As Investors Await Powell's Remarks, Bitcoin Drops Below $90,000: What's Driving Markets Thursday?
↗
November 14, 2024
Signs of a waning Trump-led rally emerged Thursday as investors assessed the economic outlook and awaited potential signals on the interest-rate path from the upcoming Fed Chair Jerome Powell‘s speech...
Via
Benzinga
Topics
Economy
Government
The Federal Reserve Is Paying Attention To Stabilizing Core Inflation
↗
November 14, 2024
The Federal Reserve is cautious about stabilizing core inflation, slowing potential rate cuts. Long-term bond yields are rising. Gold’s outlook dims amid a Bitcoin surge, and the U.S. dollar...
Via
Talk Markets
Topics
Bonds
Economy
Buying In Stocks On Inflation Data, Musk And Ramaswamy Doge
↗
November 13, 2024
To gain an edge, this is what you need to know today.
Via
Benzinga
Topics
Economy
Markets Breathe Sigh Of Relief After In-Line Inflation Data: Stocks Rebound As Small Caps, Bonds Soar
↗
November 13, 2024
October inflation data meets expectations with a slight uptick in annual rate, core inflation steady at 3.3%. Fed may cut rates in Dec. Market reacts positively.
Via
Benzinga
Topics
Economy
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