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home
about us
Investment Approach
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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
Services, Fees and Compensation
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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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
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EVENTS
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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
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Daily Market Outlook - Wednesday, Feb. 5
↗
February 05, 2025
As investors navigate trade dispute dynamics and await earnings reports from major tech companies on Wall Street, Asian stocks rose in line with US shares.
Via
Talk Markets
Topics
Cryptocurrencies
Currencies/Forex
Stocks / Equities
Market Talk - Tuesday, Feb. 4
↗
February 04, 2025
The oil markets had a mixed day today.
Via
Talk Markets
Brinkmanship And Theater
↗
February 04, 2025
Asia Pacific currencies are mostly firmer, while several central European currencies, the South African rand, and Mexican peso are slightly softer.
Via
Talk Markets
Topics
Currencies/Forex
Daily Market Outlook - Tuesday, Feb. 4
↗
February 04, 2025
U.S. stock futures remain pressured, the dollar surged, and Hong Kong shares fell from their two-month peaks on Tuesday.
Via
Talk Markets
Topics
Cryptocurrencies
Currencies/Forex
Stocks / Equities
GBP/JPY Rebounds To Near 193.00 As US Dollar Extends Losses
↗
February 04, 2025
GBP/JPY appreciates despite a dampened market sentiment amid US-China trade tensions.
Via
Talk Markets
Topics
Currencies/Forex
World Trade
USD/JPY Forecast: Finding Buyers On Dips
↗
January 31, 2025
he US dollar has fallen a bit during the course of the trading session on Thursday, but we continue to see plenty of buyers in this market.
Via
Talk Markets
Topics
Currencies/Forex
AUD/JPY Drops Below 96.50, Further Downside Appears Due To Potential BoJ Rate Hikes
↗
January 30, 2025
Via
Talk Markets
Topics
Currencies/Forex
Trump’s 'Big Stick, Then Carrot' Diplomacy Ignites Market Rebound
↗
February 03, 2025
Markets are eyeing a convenient rebound as investors let out a collective sigh of relief that the draconian tariff threat has been put on ice, at least for now.
Via
Talk Markets
Topics
Currencies/Forex
Government
Stocks / Equities
Here’s The Upside In Redefining The Bull Market
↗
February 03, 2025
Markets are better defined based on risk. When risk is elevated, it may shape how you approach the market. It may determine whether you are holding more cash and are hedging your risk.
Via
Talk Markets
Topics
Commodities
Currencies/Forex
Stocks / Equities
Market Talk - Monday, Feb. 3
↗
February 03, 2025
Via
Talk Markets
Elliott Wave Technical Analysis: Australian Dollar/Japanese Yen - Monday, Feb. 3
↗
February 03, 2025
The analysis identifies the current phase as part of a bearish trend, classified under an impulsive mode, which suggests strong downward momentum.
Via
Talk Markets
Topics
Currencies/Forex
USD/JPY Pulls Back As Trade Tensions Stir Market Uncertainty
↗
February 03, 2025
USD/JPY declines from highs of 155.86, settling at 154.51 amid tariff-induced volatility.
Via
Talk Markets
Topics
Currencies/Forex
World Trade
GBP/JPY Forecast: Rallies But Faces Key Resistance
↗
February 03, 2025
As you can see, the British pound has been rather bullish against the Japanese yen during the trading session on Friday as we headed into the weekend on a positive note.
Via
Talk Markets
Topics
Currencies/Forex
Tariffs Roil Markets
↗
February 03, 2025
The US made good on its threats to levy 25% tariffs on Canada and Mexico, and 10% tariffs on China.
Via
Talk Markets
Topics
Currencies/Forex
World Trade
Daily Market Outlook - Monday, Feb. 3
↗
February 03, 2025
The US Dollar is broadly bid across G10 FX following President Trump's announcement to impose tariffs on goods from Canada, Mexico, and China.
Via
Talk Markets
Topics
Cryptocurrencies
Currencies/Forex
Government
GBP/JPY Trades Around 191.50 After Recovering Recent Losses
↗
February 03, 2025
GBP/JPY could further depreciate amid the increased likelihood of further Bank of Japan rate hikes.
Via
Talk Markets
Topics
Currencies/Forex
Weekly Forex Forecast - Sunday, Feb. 2
↗
February 02, 2025
The Japanese yen was the strongest major currency last week, while the Australian dollar was the weakest. Volatility declined last week, as 37% of the most important Forex currency pairs and crosses...
Via
Talk Markets
Topics
Commodities
Currencies/Forex
ETFs
Pairs In Focus - Sunday, Feb. 2
↗
February 02, 2025
Another week, another massive amount of buying seen in the DAX 40 index. All things being equal, this is a market that is extraordinarily bullish, and I would love to see some type of pullback....
Via
Talk Markets
Topics
Cryptocurrencies
Currencies/Forex
ETFs
USDJPY Analysis & Price Prediction Forecast - Saturday, February 1
↗
February 01, 2025
USDJPY price prediction based on the technical analysis. Watch the support and resistance on the daily and weekly time frame.
Via
Talk Markets
Topics
Currencies/Forex
February 2025 Monthly Report And Forecast
↗
February 01, 2025
If the U.S. no longer has the will or strength to defend the global rules of engagement, the tectonic plates of the global chessboard will change.
Via
Talk Markets
Topics
Currencies/Forex
Futures
Market Talk - Friday, Jan. 31
↗
January 31, 2025
The major Europe stock markets had a green day today.
Via
Talk Markets
Renewed US Tariff Threat Doesn't Stop Equities From Marching Higher
↗
January 31, 2025
The renewed threat of a 25% tariff on Canada and Mexico as soon as tomorrow has lifted the US dollar broadly and has not derailed the firmer tone in global equities.
Via
Talk Markets
Topics
Currencies/Forex
World Trade
Daily Market Outlook - Friday, Jan. 31
↗
January 31, 2025
Asian markets declined on Friday, burdened by worries regarding DeepSeek’s influence on the AI sector.
Via
Talk Markets
Topics
Artificial Intelligence
Cryptocurrencies
Currencies/Forex
Japanese Yen Remains On The Front Foot Against USD After Tokyo CPI
↗
January 30, 2025
The Japanese Yen (JPY) attracts buyers for the third straight day on Friday and remains close to over a one-month high touched against its American counterpart earlier this week.
Via
Talk Markets
Topics
Currencies/Forex
Nervous Calm Shrouds FX, while February 1 US Tariffs Look Less Likely
↗
January 30, 2025
Via
Talk Markets
Topics
Currencies/Forex
Daily Market Outlook - Thursday, Jan. 30
↗
January 30, 2025
Futures for European and US markets rose, paralleling gains in Asian shares as traders looked forward to the ECB's interest rate announcement.
Via
Talk Markets
Topics
Cryptocurrencies
Currencies/Forex
Stocks / Equities
Forex Today: Fed Pauses Rate Cuts
↗
January 30, 2025
Its a busy time in the Forex market with 3 central bank meetings in the space of just 24 hours, with the Fed holding while Canada cuts and the Eurozone is likely to follow suit.
Via
Talk Markets
Topics
Currencies/Forex
Economy
Tech Stocks Sputter, Fed On Indefinite Hold, Trump Likely Unpleased
↗
January 29, 2025
Tech stocks sputtered, pulling down U.S. indices as Wall Street rethinks the AI gold rush, rattled by DeepSeek.
Via
Talk Markets
Topics
Artificial Intelligence
Economy
Government
Market Talk - Wednesday, Jan. 29
↗
January 29, 2025
The oil markets had a mixed day today.
Via
Talk Markets
EUR/JPY Forecast: Euro Struggles Near Key Levels Against Yen
↗
January 29, 2025
The euro has gone back and forth during the course of the trading session on Tuesday against the Japanese yen, as we are hanging around the 50 day EMA and the 200 day EMA indicators.
Via
Talk Markets
Topics
Currencies/Forex
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