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home
about us
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Firm ADV PDFs
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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
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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
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Financial Markets Report For Monday, Feb 10
↗
February 10, 2025
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Monday, February 10.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
Bessent Follows Yellens Strategy
↗
February 10, 2025
Bond vigilantes had been questioning Janet Yellen’s debt management tactics in her role as Treasury Secretary.
Via
Talk Markets
Topics
Bonds
Stocks / Equities
Weekly Market Pulse: Here We Go Again
↗
February 10, 2025
Stocks rallied during the week as earnings reports were pretty good, with exceptions as always, and the economic news wasn’t bad either.
Via
Talk Markets
Topics
Bonds
Currencies/Forex
Stocks / Equities
How To Trap The Bears
↗
February 09, 2025
Fear not yet the rising yen, it hadn't caused any issues to risk appetite – inflation expectations ascent is what did it.
Via
Talk Markets
Topics
Bonds
Currencies/Forex
Economy
CoT: Peek Into Future Through Futures, How Hedge Funds Are Positioned - Feb. 9
↗
February 09, 2025
Futures traders now have their money on one 25-basis-point cut this year, down from two just a couple of weeks ago. Literally no one expects a raise this year.
Via
Talk Markets
Topics
Bonds
Commodities
Currencies/Forex
Uncle Sam’s Debt Offers Flimsy Refuge To Investors
↗
February 07, 2025
U.S. government bond markets are feeling the squeeze from all sides.
Via
Talk Markets
Topics
Bonds
S&P 500 Way Too Complacent
↗
February 07, 2025
S&P 500 moved in a tight range yesterday, with a mini flash crash late in the session.
Via
Talk Markets
Topics
Stocks
Stocks / Equities
Index Mania: On Top of The World
↗
January 30, 2025
The U.S. common stock market cap as a percentage of the worldwide stock market cap has broken every record.
Via
Talk Markets
Topics
Bonds
Stocks / Equities
Suspended Disbelief
↗
February 07, 2025
A discussion about the market’s heightened volatility due to post-election uncertainty, earnings reports, and macroeconomic shifts.
Via
Talk Markets
Topics
Commodities
Currencies/Forex
Stocks / Equities
Financial Markets Report For Thursday, Feb 6
↗
February 06, 2025
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Thursday, February 6.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
Market Analysis - Thursday, Feb. 6
↗
February 06, 2025
Bitcoin remains beneath the 50-day Moving Average at 98750.00, on a sell signal.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Futures
Risk-On Sentiment Endures, Despite Trade Uncertainty
↗
February 06, 2025
Since returning to the White House last month, President Trump has outlined a wave of policy changes, plans and comments that have roiled markets and shaken expectations about the economic outlook.
Via
Talk Markets
Topics
ETFs
Government
Implied Volatility May Rise Sharply Ahead Of The January Job Report
↗
February 05, 2025
Rates fell sharply today following a weaker-than-expected ISM report. The quarterly refunding announcement showed no significant shifts in how the Treasury plans to issue debt.
Via
Talk Markets
Topics
Bonds
Currencies/Forex
Stocks / Equities
Rates Spark: Tech Jitters
↗
January 27, 2025
Significant dips below 4.5% on the 10y will need more than a one-day dip in tech stocks.
Via
Talk Markets
Financial Markets Report For Wednesday, Feb 5
↗
February 05, 2025
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Wednesday, February 5.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
Treasury Yields Edge Lower Despite Threat Of Trade War
↗
February 05, 2025
President Trump’s comments and executive orders have roiled markets and investor expectations, but from the vantage of the Treasury market a relative calm prevails.
Via
Talk Markets
Topics
Bonds
Government
Why I Called For SPX Gap Retest
↗
February 05, 2025
S&P 500 ran to the daily bearish gap, testing it twice.
Via
Talk Markets
Topics
Stocks
Financial Markets Report For Tuesday, Feb 4
↗
February 04, 2025
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Tuesday, February 4.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
This Week’s Economic Data Could Drive The Market’s Next Big Move
↗
February 04, 2025
Stocks finished the day higher in another volatile trading session. Most gains came following the JOLTS report, which was weaker than expected at 7.6 million versus estimates of 8.0 million.
Via
Talk Markets
Topics
Bonds
Cryptocurrencies
ETFs
A Massive Bear Steepener In Rates May Lie Ahead
↗
February 04, 2025
It is possible that the 10-year rate still has much further to rise, especially if the neutral rate for the economy is somewhere around 3%.
Via
Talk Markets
Topics
Bonds
Economy
Stocks / Equities
Financial Markets Report For Monday, Feb 3
↗
February 03, 2025
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Monday, February 3.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
Tariff News Causes Market Volatility To Spike
↗
February 03, 2025
Today, the S&P 500 moved lower by about 75 basis points, an improvement from the sharp drop at the open.
Via
Talk Markets
Topics
Currencies/Forex
ETFs
Stocks
Weekly Market Pulse: I Don’t Know - Monday, Feb. 3
↗
February 03, 2025
Markets around the world are reacting to the Trump administration’s imposition of tariffs on Canada and Mexico and additional tariffs on China.
Via
Talk Markets
Topics
Bonds
Currencies/Forex
Government
Tariff Wars Become All Too Real
↗
February 02, 2025
Negotiated tariffs solution, or greater melee ahead as Trump admin is taking on the trade deficit?
Via
Talk Markets
Topics
Bonds
Commodities
Currencies/Forex
CoT - Futures Positions Of Noncommercials, More
↗
February 02, 2025
It is a wait and watch for the central bankers as well as the markets. If anything, the risk going forward is renewed strength in inflation.
Via
Talk Markets
Topics
Bonds
Commodities
Currencies/Forex
Jeffrey Gundlach Reportedly Says This Is The Maximum Number Of Fed Rate Cuts ‘You Can Possibly Think About’ This Year
↗
January 31, 2025
According to a CNBC report, the CEO of DoubleLine Capital noted that long-duration Treasury yields have more room to rise and highlighted that the benchmark 10-year Treasury yield has already risen...
Via
Stocktwits
Topics
Economy
Financial Markets Report For Thursday, Jan 30
↗
January 30, 2025
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Thursday, January 30.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
Stocks Drop As The Fed Fails To Promise More Rates Cuts
↗
January 29, 2025
Stocks finished the day lower after the Fed held rates steady and signaled a more patient approach.
Via
Talk Markets
Topics
Commodities
Currencies/Forex
ETFs
Financial Markets Report For Monday, Jan 27
↗
January 27, 2025
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Monday, January 27.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
Markets Tumble: DeepSeek Issues Monday Wake-Up Call To US Tech Sector
↗
January 27, 2025
U.S. stocks tumbled, led by a sell-off in tech shares, as growing buzz around Chinese startup DeepSeek’s low-cost AI model sparked concerns about the sector’s inflated valuations.
Via
Talk Markets
Topics
Artificial Intelligence
Bonds
Currencies/Forex
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