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home
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
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TAF sm Program
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Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
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TAV Program
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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
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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
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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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Two Trades To Watch: EUR/USD, Oil Forecast - Thursday, March 6
↗
March 06, 2025
EUR/USD rises to a 4-month high ahead of the ECB rate decision. Oil rises from a multi-year low, but the outlook remains weak.
Via
Talk Markets
Topics
Commodities
Currencies/Forex
FX Daily: Don’t Rush To Pick The EUR/USD Top
↗
March 06, 2025
EUR/USD is trading at 1.08 following gargantuan moves in European yields.
Via
Talk Markets
Topics
Currencies/Forex
SPDR ETF Report For Wednesday, March 5
↗
March 05, 2025
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Wednesday, March 5.
Via
Talk Markets
Topics
ETFs
Stocks / Equities
Financial Markets Report For Wednesday, March 5
↗
March 05, 2025
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Wednesday, March 5.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
EUR/USD Soars Ahead Of ECB Rate Call
↗
March 05, 2025
EUR/USD surged on Wednesday, climbing 1.75% and knocking on the 1.0800 handle as risk sentiment rises following yet another pivot from US President Donald Trump on his own tariff strategy.
Via
Talk Markets
Topics
Currencies/Forex
Government
World Trade
The Fading 'Trump Bump' Gives Way To The 'Trump Put'
↗
March 05, 2025
For now, one thing is crystal clear—the almighty U.S. dollar’s safe-haven status has taken a massive hit.
Via
Talk Markets
Topics
Currencies/Forex
Stocks / Equities
Market Talk - Wednesday, March 5
↗
March 05, 2025
The major Asian stock markets had a mixed day today.
Via
Talk Markets
Elliott Waves: EUR/USD Breaking Higher
↗
March 05, 2025
Looking at the EUR/USD Elliott Wave count, we see some very nice and strong recovery, that looks like a wave three so more upside can be coming.
Via
Talk Markets
Topics
Currencies/Forex
Forex Today: Risk Assets Recover After Strong Falls Yesterday On Tariff War
↗
March 05, 2025
Stock and commodity markets regained some of yesterday's strong losses on hopes that the USA will cut a deal soon with Canada and Mexico on the new tariffs.
Via
Talk Markets
Topics
Commodities
Currencies/Forex
World Trade
Dollar Slumps While European Rates Surge
↗
March 05, 2025
Talk emerged yesterday that the dramatic losses in US equities amid recession fears in light of the rash of tariff announcements and threats would draw the new administration's attention.
Via
Talk Markets
Topics
Currencies/Forex
Economy
World Trade
Daily Market Outlook - Wednesday, March 5
↗
March 05, 2025
The U.S. dollar hovered near a three-month low against major currencies on Wednesday, weighed down by the latest round of U.S. tariffs and retaliatory measures from Canada and China.
Via
Talk Markets
Topics
Cryptocurrencies
Currencies/Forex
Stocks / Equities
Two Trades To Watch: EUR/USD, FTSE 100 Forecast - Wednesday, March 5
↗
March 05, 2025
EUR/USD soars towards 1.07, a 4-month high. FTSE on easing trade worries & Germany's fiscal shift.
Via
Talk Markets
Topics
Currencies/Forex
FX Daily: ReArming The Euro
↗
March 05, 2025
The euro has surged after European leaders announced big spending plans for defence and infrastructure.
Via
Talk Markets
Topics
Currencies/Forex
SPDR ETF Report For Tuesday, March 4
↗
March 05, 2025
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Tuesday, March 4.
Via
Talk Markets
Topics
ETFs
Stocks / Equities
Financial Markets Report For Tuesday, March 4
↗
March 04, 2025
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Tuesday, March 4.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
As U.S. Exceptionalism Crumbles, Germany Shatters Its Fiscal Ceiling
↗
March 04, 2025
I hope everyone can appreciate the irony here—‘America First’ might just be giving Europe its biggest boost in decades.
Via
Talk Markets
Topics
Currencies/Forex
Stocks / Equities
Market Talk - Tuesday, March 4
↗
March 04, 2025
The major European stock markets had a negative day today.
Via
Talk Markets
EUR/USD Price Analysis: Bulls Extend Gains Above Key Resistance Levels
↗
March 04, 2025
EUR/USD climbed higher after the European session, trading near the 1.0520 zone as bullish momentum strengthened.
Via
Talk Markets
Topics
Currencies/Forex
Daily Market Outlook: Tuesday, Feb. 4
↗
March 04, 2025
Global markets experienced volatility as President Donald Trump’s tariffs on Canada, Mexico, and China took effect.
Via
Talk Markets
Topics
Cryptocurrencies
Currencies/Forex
Government
Dollar Mostly Softer As Tariffs Implemented
↗
March 04, 2025
The postponed US tariffs on Canada and Mexico have gone forward and China faces its second 10% tariff increase in two months.
Via
Talk Markets
Topics
Currencies/Forex
World Trade
Asia And Europe Markets Decline; Oil Falls As OPEC+ Confirms Output Hike - Global Markets Today While US Slept
↗
March 04, 2025
Markets closed lower after Trump announced tariffs on Canada and Mexico, with S&P 500 seeing its worst drop since December. Oil and gold prices rose.
Via
Benzinga
Topics
Government
Stocks
World Trade
FX Daily: Dollar Trapped Between Tariffs And First Quarter Slowdown
↗
March 04, 2025
Today marks a further large step into Donald Trump's America First Agenda. Substantial tariffs are being imposed on Canada and Mexico.
Via
Talk Markets
Topics
Currencies/Forex
Government
World Trade
Financial Markets Report For Monday, March 3
↗
March 03, 2025
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Monday, March 3.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
Markets Take A Swan Dive As Trump’s Tariff Tirade Spooks Investors
↗
March 03, 2025
Falling bond yields usually act as a safety net for equities—but only when expectations of looser monetary policy fuel the drop.
Via
Talk Markets
Topics
Bonds
Currencies/Forex
Government
Market Talk - Monday, March 3
↗
March 03, 2025
The major Asian stock markets had a mixed day today.
Via
Talk Markets
EUR/USD Price Analysis: Bulls Regain Control, Breaking Key Resistance Levels
↗
March 03, 2025
EUR/USD surged at the beginning of the week, posting strong gains and reclaiming higher ground.
Via
Talk Markets
Topics
Currencies/Forex
Daily Market Outlook - Monday, March 3
↗
March 03, 2025
Crypto markets surged after Donald Trump announced a proposed digital asset reserve featuring Bitcoin, Ether, XRP, Solana, and Cardano.
Via
Talk Markets
Topics
Cryptocurrencies
Currencies/Forex
Government
Asia And Europe Seem Less Keen About The Dollar Than North America
↗
March 03, 2025
The dollar rallied in the second half of last week even as interest rates fell amid a new growth scare. The 25% tariffs on Canada (10% on energy) and Mexico that were postponed a month ago, could be...
Via
Talk Markets
Topics
Currencies/Forex
World Trade
Asia Markets Mixed, Europe Advances, Gold Gains 1.2% - Global Markets Today While US Slept
↗
March 03, 2025
US markets closed higher on Friday, despite volatility and uncertainty over Ukraine. Asian markets also gained, while European shares neared record highs.
Via
Benzinga
EUR/USD Forecast: Euro Soars As UK Rallies Behind Ukraine
↗
March 03, 2025
The EUR/USD forecast shows a rebound in the euro. The meeting between the US president and Ukraine’s president went south. Market participants are pricing a 79% chance of a Fed rate cut in June
Via
Talk Markets
Topics
Currencies/Forex
Economy
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