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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
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Event Schedule
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Market Value Securities (MVS sm) Presentation
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Investing During Uncertain Times
Read FULL Seminar Here
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Financial Markets Report For Monday, April 7
↗
April 07, 2025
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Monday, April 7.
Via
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Topics
Commodities
Cryptocurrencies
Currencies/Forex
Oil Crashes To $60 Per Barrel As Global Recession Fears Grow
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April 07, 2025
WTI futures fell further on Monday to just above $60 per barrel, the lowest level since April 2021, as concerns that the escalating trade war could slow the global economy and weaken energy demand.
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Global Markets See Worst Drop Since 1997 Mimicking Black Monday Like Crash, Crude Oil Tumbles
↗
April 07, 2025
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Market Briefing For Monday, April 7
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April 06, 2025
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Via
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Commodities
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Markets In Meltdown: China Retaliates, U.S. Free-Falls, And No One’s Coming To Save You
↗
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Pairs In Focus - Sunday, April 6
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Topics
Cryptocurrencies
Currencies/Forex
ETFs
WTI Crude Oil Weekly Forecast: Tariffs Prove A Lynchpin Within Energy Sector
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WTI Crude Oil went into the weekend near the 61.950 price. At its lowest ratios on Friday the price of WTI Crude Oil traded near the 60.400 level.
Via
Talk Markets
Topics
Commodities
CoT - Peek Into Future Through Futures - How Hedge Funds Are Positioned
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This is cost-push inflation, not demand-pull which was experienced during Covid. Many fear the US economy is headed for stagflation.
Via
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Bonds
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Lower Oil Prices Cloud U.S. Output As OPEC Surprises With May Production Hike
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April 04, 2025
OPEC+ decided to raise oil production by 411,000 barrels per day in May, despite sharp sell-off in prices.
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Whip Inflation Now And Again - The Energy Report
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Natural gas is still getting a boost due to cold weather and seems immune to all of the outside market data.
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Global Selloff Deepens, Oil Prices Tumble Amid Trump's Tariff Fallout - Global Markets Today While US Slept
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Financial Markets Report For Thursday, April 3
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In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Thursday, April 3.
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Commodities
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Commodities
Economy
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Trump's Tariff Exemptions Include Semiconductors, Pharmaceuticals, Oil And More
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President Donald Trump on Wednesday announced a slew of tougher-than-anticipated tariffs, but there are some notable exemptions to the steep levies. Here's a look at which products and sectors are...
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West Texas Intermediate (WTI) US Crude Oil prices extend the previous day's retracement slide from the $72.00 neighborhood, or the highest level since February 21, and attract heavy follow-through...
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Financial Markets Report For Wednesday, April 2
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In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Wednesday, April 2.
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Economists can debate the benefits and the pitfalls of tariffs and trade wars; however, historically, tariffs have not resulted in inflation.
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Asia Markets Up, Europe Slides And Gold Gains Amid Tariff Uncertainty - Global Markets Today While US Slept
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In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Tuesday, April 1.
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Commodities
Cryptocurrencies
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No Fooling - The Energy Report
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U.S. oil demand is surging, hitting 20.736 million barrels a day which is up a whopping 5.9% a year ago.
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Asia Markets Mixed, Europe Rebounds Amid Tariff Uncertainty, Gold Hits New High - Global Markets Today While US Slept
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WTI Climbs Above $71.00 As Trump Threatens Russia With Oil Tariffs
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April 01, 2025
West Texas Intermediate (WTI), the US crude oil benchmark, is trading around $71.35 during the early Asian session on Tuesday.
Via
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Topics
Commodities
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The Commodities Feed: Secondary Tariff Threats Push Oil Higher
↗
April 01, 2025
Oil prices rose yesterday as the US threatened secondary tariffs on Russian and Iranian oil.
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Commodities
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Markets Buckle Then Bounce As Tariff Fog Settles Over 'Liberation Week'
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March 31, 2025
What started as a textbook red screen risk-off session turned into a classic short covering late-day rescue, but don’t be fooled—the macro minefield ahead remains firmly intact.
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April Is Oil's Best Month, May Second: Will Prices Hit $80 Before Summer?
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March 31, 2025
Oil enters strongest month with 3% rally on final day of March, as geopolitical risks and seasonal trends suggest further upside potential.
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Japan's Index Falls In Correction Territory, Europe Declines On Trade Fears; Gold Surges To New Record - Global Markets Today While US Slept
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Financial Crisis Within Striking Distance
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Pairs In Focus - Sunday, March 30
↗
March 30, 2025
The euro witnessed a slightly positive week against the Japanese yen, which is a bit perplexing due to the fact that risk appetite was eviscerated yet again. I think the JPY160 level will continue to...
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Topics
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