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home
about us
Investment Approach
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Market Analysis Summary
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Team Biographies
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
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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
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
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
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Invesco DB USD Index Bullish Fund ETF
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Australian Dollar Climbs Above 0.6200 Amid Broad USD Weakness And Trade Jitters
↗
April 10, 2025
The Australian Dollar (AUD) extended its advance on Thursday, climbing toward the 0.6240 zone during the American session.
Via
Talk Markets
Topics
Currencies/Forex
Stocks Are Down, And May Be Heading Even Lower.
↗
April 10, 2025
The USD/CHF fell by more than 3.8%, a monumental move. It was either a newfound flight to safety or a flight out of U.S. assets altogether.
Via
Talk Markets
Topics
Currencies/Forex
Canadian Dollar Catches Bullish Ride On Tariff Concerns
↗
April 10, 2025
The Canadian Dollar rose to a four-month high on Thursday.
Via
Talk Markets
Topics
Currencies/Forex
Stocks And Precious Metals Charts - The Weakness In The Bond Market
↗
April 10, 2025
Gold and silver rallied again, as the dollar plummeted.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
Market Talk - Thursday, April 10
↗
April 10, 2025
The major Asian stock markets had a green day today.
Via
Talk Markets
GBP/USD Trades Near 1.2850 After Recovering Recent Losses
↗
April 10, 2025
The GBP/USD pair recovers its daily losses and continues its winning streak for the third successive session, hovering around 1.2850.
Via
Talk Markets
Topics
Currencies/Forex
EUR/USD Price Analysis: Euro Surges Near 2025 Highs As Bullish Structure Strengthens
↗
April 10, 2025
Support is seen near the 1.1000 area, while resistance is uncharted after breaking to new yearly highs.
Via
Talk Markets
Topics
Currencies/Forex
Wall Street Tumbles, Dollar Crashes, Gold Hits Record Highs As Inflation Cools More Than Predicted: What's Driving Markets Thursday
↗
April 10, 2025
Wall Street pulls back as investors weigh economic risks after tariff pause and lower inflation. Fed rate cuts likely but tariff drama continues.
Via
Benzinga
Topics
Economy
World Trade
EUR/USD Sprints Above 1.1100 On Softer CPI Release
↗
April 10, 2025
The EUR/USD pair edges higher and recovers to 1.1120 after the Consumer Price Index release.
Via
Talk Markets
Topics
Currencies/Forex
Markets Remain Unsettled Despite The US Postponement Of The Reciprocal Tariffs
↗
April 10, 2025
The euro, Swiss franc, and Japanese yen are up over 1%.
Via
Talk Markets
Topics
Currencies/Forex
Two Trades To Watch: GBP/USD, DAX Forecast - Thursday, April 10
↗
April 10, 2025
DAX rebounds as risk assets recover, but gains could be capped.
Via
Talk Markets
Topics
Currencies/Forex
Stocks / Equities
USD/CAD Forecast: CAD Takes Breather As Trade Tensions Ease
↗
April 10, 2025
The USD/CAD forecast shows a brighter outlook for the global economy.
Via
Talk Markets
Topics
Currencies/Forex
Economy
World Trade
Forex Today: Trump Concedes 90-Day Pause On Tariffs >10%, Except China
↗
April 10, 2025
In a dramatic move, the Trump administration announced yesterday that it would implement a 90-day pause on all its new tariffs over 10%, except for China.
Via
Talk Markets
Topics
Currencies/Forex
Government
World Trade
Pound Rallies Sharply Weak Dollar Boosts GBP, But BoE Rate Outlook May Complicate Future Gains
↗
April 10, 2025
GBP/USD has risen for the third consecutive session, reaching 1.2857, primarily driven by a weaker US Dollar amid escalating US-China trade tensions.
Via
Talk Markets
Topics
Currencies/Forex
GBP/USD Forex Signal: Bullish Outlook Ahead Of US Inflation Data
↗
April 10, 2025
Via
Talk Markets
Topics
Currencies/Forex
Economy
Elliott Wave Technical Analysis: Euro/U.S. Dollar - Thursday, April 10
↗
April 10, 2025
Traders are encouraged to observe standard corrective patterns, such as three-wave sequences or periods of price consolidation, which often accompany these market phases.
Via
Talk Markets
Topics
Currencies/Forex
USD/CAD Holds Losses Below 1.4100 Ahead Of US CPI Data
↗
April 10, 2025
The USD/CAD depreciates as the US Dollar stays on the back foot ahead of the closely watched US CPI release.
Via
Talk Markets
Topics
Currencies/Forex
FX Daily: Dollar Slow To Reclaim Losses
↗
April 10, 2025
The clean take-away from the pause in the worst of the tariffs was a re-assessment of global trade prospects on the view that perhaps tariffs were more transactional after all.
Via
Talk Markets
Topics
Currencies/Forex
World Trade
Asia And Europe Markets Rally After Trump's Tariff U-Turn, Gold Nears Record High - Global Markets Today While US Slept
↗
April 10, 2025
U.S. markets rally with positive earnings, strong demand, and tariff pause. Mortgage applications surge. Nikkei posts biggest gain since 2008.
Via
Benzinga
Topics
Government
World Trade
Metal Markets Report For Wednesday, April 9
↗
April 10, 2025
In this video, Ira Epstein reviews the day's trading in the gold and other relevant metal markets.
Via
Talk Markets
Topics
Commodities
Australian Dollar Holds Gains A US Dollar Loses Ground Ahead Of CPI Inflation Report
↗
April 10, 2025
The Australian Dollar (AUD) regained its ground against the US Dollar (USD) on Thursday following the news that Australia is gearing up for renewed trade negotiations with the European Union (EU).
Via
Talk Markets
Topics
Currencies/Forex
Economy
Gold Trading Strategy, XAUUSD Analysis & Forecast - Thursday, April 10
↗
April 10, 2025
Via
Talk Markets
Topics
Commodities
Financial Markets Report For Wednesday, April 9
↗
April 09, 2025
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Wednesday, April 9.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
USD/CAD Strengthens Above 1.4100 On Tariff Pause
↗
April 09, 2025
The USD/CAD pair recovers some lost ground to near 1.4105 during the early Asian session on Thursday.
Via
Talk Markets
Topics
Currencies/Forex
GBP/USD Explores Further Upside As Market Sentiment Rebounds After Tariff Delay
↗
April 09, 2025
GBP/USD tested higher on Wednesday, climbing back over the 1.2800 handle after broad-market sentiment recovered across the board.
Via
Talk Markets
Topics
Currencies/Forex
Stocks And Precious Metals Charts - Full Speed Ahead
↗
April 09, 2025
Gold and silver rocketed higher. The VIX plummeted.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
Tariff War Escalation: Historical Lessons For Gold Investors
↗
April 09, 2025
In a dramatic and unprecedented escalation of global trade tensions, the trade war between the U.S. and China has reached new heights.
Via
Talk Markets
Topics
Commodities
Currencies/Forex
Stocks / Equities
US Dollar Takes Hits As China-US Trade War Spirals Out Of Control
↗
April 09, 2025
The Greenback edges lower against most major currencies as US tariffs impact markets.
Via
Talk Markets
Topics
Currencies/Forex
World Trade
Forex Today: Stock Markets Falling As US Tariffs Start Today
↗
April 09, 2025
Global stock markets are looking weak as markets focus on today's official imposition of US tariffs, sending most indices lower.
Via
Talk Markets
Topics
Currencies/Forex
Stocks / Equities
World Trade
USD/CAD Tumbles Below 1.4200 As US Dollar Dives Amid US Recession Fears
↗
April 09, 2025
The USD/CAD has been hit hard by the escalating tariff war between the US and China.
Via
Talk Markets
Topics
Currencies/Forex
Economy
World Trade
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