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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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
Client Contact with Portfolio Manager(s)
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
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
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VanEck Gold Miners ETF
(NY:
GDX
)
83.78
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Streaming Delayed Price
Updated: 8:00 PM EDT, May 19, 2026
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Elliott Wave Analysis: Key Insights For Bitcoin, Ethereum, Bonds, Gold, Silver
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SPDR ETF Report For Tuesday, July 9
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In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Tuesday, July 9.
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Gold Stocks And A War Cycle Finale
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July 09, 2024
The good news is that gold stocks have formed one of the largest and most bullish price patterns in the history of markets, and they have done it against gold.
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SPDR ETF Report For Monday, July 8
↗
July 09, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Monday, July 8.
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Will The Winning Trend Continue?
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July 07, 2024
Given we are halfway through the year, now is the perfect time to look at the winners that have persevered through the first half of 2024. We will also see if this winning trend can continue through...
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The PCE Report, War, & Gold
↗
June 25, 2024
The main global economic theme right now is sticky inflation and fading growth.
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Talk Markets
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The Law Of Allowance
↗
June 16, 2024
The gold and silver markets, they are in a consolidation phase I'm pretty convinced, I think they're going to be in a trading range soon.
Via
Talk Markets
Big Macro Money Starts Buying Gold Again
↗
July 06, 2024
In this podcast, we discuss the most recent technical action in Gold & Silver, the return of big money macro buyers in recent days.
Via
Talk Markets
Magnificent 7 Stocks Propel S&P 500, Nasdaq 100 To Record Highs As Jobs Data Fuels Rate Cut Bets; Gold Miners Rally: What's Driving Markets Friday?
↗
July 05, 2024
S&P 500 and Nasdaq 100 indices surged to new all-time highs on Friday, driven primarily by a rally in Magnificent Seven stocks, which collectively reached a market capitalization exceeding $16...
Via
Benzinga
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Gold’s Doldrums Strength
↗
July 05, 2024
Gold has shown impressive strength weathering 2024’s summer doldrums. Now through the worst of its weakest seasonals of the year, gold didn’t suffer any prolonged selling.
Via
Talk Markets
S&P 500, Nasdaq 100 Climb To Record Highs As Data Fosters Rate Cut Optimism Ahead Of Fed Minutes; Gold, Bonds Rally: What's Driving Markets Wednesday?
↗
July 03, 2024
The S&P 500 and Nasdaq 100 indices surged to new all-time highs on Thursday, as investors heightened their expectations for rate cuts following June’s sharply lower-than-expected services sector...
Via
Benzinga
Topics
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Stocks
Gold Summer Doldrums ‘24
↗
June 07, 2024
Gold, silver, and their miners’ stocks suffer their weakest seasonals of the year in early summers.
Via
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Gold's Bull Flag And The Election In Iran
↗
July 02, 2024
On the weekly gold chart, a bull flag scenario exists. Interestingly, gold could dip to $2200 or even lower and the flag would still be intact.
Via
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SPX Shows Bullish Signals
↗
July 01, 2024
We have the SPX making higher highs and the SPX/VIX ratio making higher highs giving the “all clear” for now
Via
Talk Markets
Gold & Silver Manage Good Quarterly Closes
↗
June 29, 2024
There was no big dump or big buying into month end or quarter end for Gold and Silver. The metals and miners remain in correction mode.
Via
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7 Stocks, 5 ETFs Move On Friday As Fed's Preferred Inflation Rate Hits 3-Year Low
↗
June 28, 2024
Futures on U.S. equity indices rise slightly after Fed's favorite inflation gauge falls to lowest level since Nov 2021, increasing expectations for rate cuts. Top performers: SCCO, INTU, TD, DE, GE,...
Via
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Beyond Salares Norte: BMO Upgrades Gold Fields Despite Project Delays
↗
June 26, 2024
Gold Fields shares have trailed the GDX by approximately 23%, despite favorable gold prices owing to recent operational volatility.
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Gold Stocks Look Set for Bullish Movement
June 26, 2024
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Topics
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Commodity Market Elliott Wave Analysis: Bitcoin, Ethereum, Gold, And Crude Oil Insights
↗
June 26, 2024
Get the latest Commodity Market Elliott Wave Analysis on Bitcoin, Ethereum, Gold, Silver, Crude Oil, and more.
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This New High-Yield Gold Miner ETF Goes Ex-Div Next Week
↗
June 24, 2024
The YieldMax ETFs have caught investor attention with their very high-yield covered call single-stock ETFs.
Via
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Topics
ETFs
Gold & Silver Whipsaw Traders And Market Timers
↗
June 22, 2024
In this video, I discuss the whipsaws in gold, taking a look into gold's movement over the next week, the end of month, and the end of the quarter.
Via
Talk Markets
Gold Stocks Reloading
↗
June 21, 2024
The gold miners’ stocks have been grinding lower for a month now, sapping traders’ enthusiasm. But this is par for the gold-summer-doldrums course, what typically happens in June.
Via
Talk Markets
Commodities Market: Expert Elliott Wave Analysis & Profitable Trading Strategies
↗
June 18, 2024
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Dedollarization And Deglobalization - Got Gold?
↗
June 18, 2024
The significant synergy between the Dow and gold bullion continues.
Via
Talk Markets
Topics
Stocks
Exploration-Stage Mining Stocks Offer No Leverage To Metal Prices
↗
June 16, 2024
Addressing the misconception that the stocks of small, exploration-stage mining companies offer leveraged exposure to changes in metal prices.
Via
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Gold Consolidating High
↗
June 14, 2024
Gold has generally drifted sideways for a couple of months now, consolidating high.
Via
Talk Markets
Gold Tactics For CPI And FOMC Surprise
↗
June 11, 2024
Recent key reports and events have brought increased volatility to the gold market, and this has surprised a lot of investors.
Via
Talk Markets
Standing No Chance
↗
June 09, 2024
Usually the time before FOMC is neutral, and the FOMC resolution is Bullish. Technically I would look at the declining line connecting the latest silver lows.
Via
Talk Markets
Gold & Silver Slammed
↗
June 07, 2024
Precious Metals were slammed on Friday. Gold lost over 3% while Silver lost nearly 7% and the miners were down ~7%.
Via
Talk Markets
A Surprising Development In The Gold Market
↗
June 06, 2024
The gold market seems to have calmed down somewhat after the run. In China, too, the number of outstanding ETFs with gold backing has stopped increasing.
Via
Talk Markets
Topics
ETFs
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