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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
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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
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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
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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
Tax-Free Income Seminar
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Invesco CurrencyShares Euro Currency Trust
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Updated: 8:00 PM EST, Feb 20, 2026
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Fragile Consolidation For Greenback To Start The New Week
↗
March 10, 2025
The dollar has begun the new week, which could see US steel and aluminum tariffs announced Wednesday, softer, but mostly consolidating within the pre-weekend range.
Via
Talk Markets
Topics
Currencies/Forex
World Trade
Daily Market Outlook - Monday, March 10
↗
March 10, 2025
Futures on Wall Street declined Monday as deflationary pressures in China heightened global growth concerns amid a sluggish U.S. economy and escalating trade tensions
Via
Talk Markets
Topics
Cryptocurrencies
Currencies/Forex
Economy
Beware. The ECB Digital Currency Is Coming: Surveillance Disguised As Money
↗
March 10, 2025
Christine Lagarde, president of the European Central Bank, has announced that the digital euro will be ready in October 2025.
Via
Talk Markets
Topics
Currencies/Forex
Economy
Asia Market Mixed, Europe Dips; US Futures Slide On Slowdown Fears - Global Markets Today While US Slept
↗
March 10, 2025
Via
Benzinga
EURUSD Analysis, Price Prediction, Week Ahead Forecast
↗
March 08, 2025
The Euro/USDollar price has been going up, rising in value. See where the previous resistance is now acting as a support.
Via
Talk Markets
Topics
Currencies/Forex
FX Daily: A Payrolls Miss Will Do More Damage To The Dollar
↗
March 07, 2025
Via
Talk Markets
Topics
Currencies/Forex
Weekly Forex Forecast - Sunday, March 9
↗
March 09, 2025
The euro was the strongest major currency last week, while the US dollar was the weakest. Volatility increased during this period, as 70% of the most important Forex currency pairs and crosses changed...
Via
Talk Markets
Topics
Currencies/Forex
ETFs
Futures
Pairs In Focus - Sunday, March 9
↗
March 09, 2025
The US dollar fluctuated wildly against the Canadian dollar during the previous trading week, and I think that will continue to be the case in the coming days. After all, there has been a rise in...
Via
Talk Markets
Topics
Currencies/Forex
ETFs
World Trade
Changing U.S. Policy Is Having A Reverberating Effect Across Global Markets
↗
March 09, 2025
Changing U.S. policy is having a reverberating effect across global markets.
Via
Talk Markets
Topics
Currencies/Forex
Stocks / Equities
CoT: Peek Into Future Thru Futures, Hedge Fund Positioning
↗
March 09, 2025
Non-commercials just switched to net long e-mini S&P 500 futures after remaining net short for 14 weeks in a row. They are likely to do well on this switch – at least near term.
Via
Talk Markets
Topics
Bonds
Currencies/Forex
Stocks
US Growth Worries, Europe's Fiscal Initiative Weaken American Exceptionalism's Bull Case
↗
March 08, 2025
The combination of continued growth concerns in the US and the fiscal/defense initiatives in Europe saw the dollar fall every day last week.
Via
Talk Markets
Topics
Currencies/Forex
ECB Decision And US Tariff Updates
↗
March 06, 2025
The Euro and Pound have extended their respective runs against the US Dollar to their highest levels since November 2024.
Via
Talk Markets
Topics
Currencies/Forex
Stocks Melt: It May Get Much Worse As Euro/Yen Trades Unwind
↗
March 08, 2025
It's clear that what has been happening in the market is about more than tariffs, and it has much more to do with assets leaving the US markets.
Via
Talk Markets
Topics
Currencies/Forex
ETFs
Futures
Flipping The Transatlantic Script As Tariff Turmoil Hits The U.S.
↗
March 07, 2025
The U.S. economy is still holding its ground, but there’s no denying that the constant tariff whiplash is leaving its mark.
Via
Talk Markets
Topics
Economy
Stocks / Equities
World Trade
Financial Markets Report For Friday, March 7
↗
March 07, 2025
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Friday, March 7.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
Market Talk - Friday, March 7
↗
March 07, 2025
The major Asian stock markets had a mixed day today.
Via
Talk Markets
EUR/USD Price Analysis: Bulls Push Higher But Overbought Signals Hint At Correction
↗
March 07, 2025
EUR/USD holds gains after the European session, trading near the 1.0870 area and marking fresh highs since November 2024.
Via
Talk Markets
Topics
Commodities
EUR/USD Advances As Traders Reassess ECB Dovish Bets, US NFP In Focus
↗
March 07, 2025
EUR/USD climbs above 1.0850 as the US Dollar underperforms ahead of the US NFP data release for February.
Via
Talk Markets
Topics
Currencies/Forex
Pressure On The Greenback Remains Ahead Of The Jobs Report And Powell, While European Bonds Stabilize
↗
March 07, 2025
The greenback's drop has been extended today against most of the G10 currencies, but not the growth-sensitive dollar bloc, which is underperforming today.
Via
Talk Markets
Topics
Currencies/Forex
EUR/USD Holds Firm As The US Dollar Ends The Week With Losses
↗
March 07, 2025
EUR/USD is trading near 1.0806 on Friday, maintaining its position despite failing to extend its gains further.
Via
Talk Markets
Topics
Currencies/Forex
Daily Market Outlook - Friday, March 7
↗
March 07, 2025
After a tumultuous week characterised by uncertainty surrounding U.S. trade plans and a global increase in borrowing prices, the investor mood is still cautious on Friday.
Via
Talk Markets
Topics
Cryptocurrencies
Currencies/Forex
Stocks / Equities
NFP Setup – Euro Bulls Hold Firm, And Rightfully So
↗
March 07, 2025
We’ve said it all week—this is not the time to abandon euro longs, no matter how much noise the preNFP circus drums up
Via
Talk Markets
Topics
Currencies/Forex
EUR/USD Forecast: Signal After Ecb Rate Cut And US NFP Data
↗
March 07, 2025
The EUR/USD exchange rate jumped to its highest level since November last year after the European Central Bank (ECB) slashed interest rates to aid the ailing economy.
Via
Talk Markets
Topics
Currencies/Forex
Economy
Financial Markets Report For Thursday, March 6
↗
March 06, 2025
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Thursday, March 6.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
EUR/USD Churns As Markets Hunker Down Ahead Of Friday NFP Print
↗
March 06, 2025
EUR/USD tried to stretch for a fourth straight day of gains, but markets are drawing into the middle ahead of Friday’s key US Nonfarm Payrolls (NFP) print.
Via
Talk Markets
Topics
Currencies/Forex
Market Talk - Thursday, March 6
↗
March 06, 2025
The oil markets had a mixed day today
Via
Talk Markets
European Bond Rout Continues Ahead Of ECB Meeting
↗
March 06, 2025
Today's highlight is the ECB meeting, which is expected to result in another quarter-point cut to 2.50%.
Via
Talk Markets
Topics
Currencies/Forex
A VaR Shock For The Ages In The Waiting
↗
March 06, 2025
Let’s talk about 1.10. The thought of EUR/USD punching through that level might get euro bulls foaming at the mouth, but let’s not ignore the elephant in the room—U.S. tariffs on the EU.
Via
Talk Markets
Topics
Currencies/Forex
World Trade
Daily Market Outlook - Thursday, March 6
↗
March 06, 2025
Asian markets posted gains on Thursday as investor sentiment remained buoyant, fueled by optimism over potential improvements in trade relations.
Via
Talk Markets
Topics
Cryptocurrencies
Currencies/Forex
Stocks / Equities
Forex Today: Markets Expecting ECB Rate Cut As Euro Surges
↗
March 06, 2025
The European Central Bank will be holding a policy meeting today and is expected to cut its Main Refinancing Rate by 0.25% to 2.65%.
Via
Talk Markets
Topics
Commodities
Currencies/Forex
Economy
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