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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
Total Asset Fund (TAF)
TAF sm Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
Bond Fund Seminar
RSVP-Signup Form
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Wall Street Battles For Fifth Day Of Gains As Inflation Cools, Gives Green Light To Rate Cuts; Financials Outperform: What's Driving Markets Wednesday?
↗
August 14, 2024
The July consumer inflation report released Wednesday confirmed a continued cooling trend in price increases across the economy, with the headline Consumer Price Index (CPI) coming in at 2.9%...
Via
Benzinga
Topics
Economy
When Markets Exhibit A Lack Of Clarity, That’s Clarity
↗
August 13, 2024
As the market finds some footing we see rotation back into growth stocks.
Via
Talk Markets
Public.com Lowers Barriers To Bond Trading, Retail-Friendly Account Offers Up To 9% Yield
↗
August 13, 2024
Retail investors are turning to the bond market for stable, income-generating assets. Public.com has a new offer traders may find enticing.
Via
Benzinga
Topics
Bonds
Volatility Is Here To Stay
↗
August 09, 2024
Via
Talk Markets
Rates Ready To Plunge?
↗
August 09, 2024
Rates seem to be forming their own very impressive topping patterns, similar to what happened before Covid.
Via
Talk Markets
The Yen Carry Dump
↗
August 06, 2024
Weak employment data, the simmering Middle East, election jitters, and many other factors are taking the blame for rattling the markets.
Via
Talk Markets
Wall Street Set To Rally On Mild Producer Inflation Data As Traders Boost Bets On Bigger Fed Rate Cut: 5 ETFs To Watch Tuesday
↗
August 13, 2024
PPI report sparks bullish premarket trading with increased bets on larger Fed rate cut next month. CPI data release could further impact market.
Via
Benzinga
Topics
ETFs
Economy
Fed's Interest Rate Decision: Will Incoming July Inflation Data Tip The Scale?
↗
August 12, 2024
July CPI report may shape investor expectations for Fed's Sept. meeting. Markets may gain clarity on rate cut size depending on inflation data.
Via
Benzinga
Topics
Economy
US Stocks Trim Gains As Iran Mulls Attack On Israel; Gold, Oil Rally: What's Driving Markets Monday?
↗
August 12, 2024
Wall Street turns negative due to geopolitical risks. Gold rises 1.5% and stocks edge higher. Scotiabank acquires minority stake in KeyCorp.
Via
Benzinga
Medium-Term Inflation Expectations Drop To Record Low, While Debt Concerns Rise: Stocks Fall, Gold Rise
↗
August 12, 2024
NY Fed's July SCE survey shows drop in medium-term inflation expectations, rising financial concerns and mixed labor market outlook.
Via
Benzinga
Topics
Economy
Producer Inflation Could Tee Up Traders For Crucial Consumer Price Index Release
↗
August 12, 2024
PPI and CPI data this week could ease market inflation concerns as producer prices are expected to cool in July. Fed may cut rates in Sept, 48% chance.
Via
Benzinga
Topics
Economy
ETFs Where Are They Now?
↗
August 11, 2024
Did this past week really resolve which way the Modern Family wants to go from here? In some ways yes and other ways no.
Via
Talk Markets
Topics
ETFs
Mining The Latest CoT Report For The Movements of Noncommercials, Hedge Funds, Futures
↗
August 11, 2024
As things stand, there is room for the prevailing relief rally to continue. And when it comes to the dollar, odds probably favor the bulls.
Via
Talk Markets
Opening For Bears Or Shocking Stock Rally?
↗
August 10, 2024
In this week's video, we'll review the latest chart data and studies to help us answer the question: Do the bears finally have an opening or are stocks poised for a shocking rally?
Via
Talk Markets
AskSlim Market Week - Friday, Aug. 9
↗
August 09, 2024
An analysis and commentary on the financial markets.
Via
Talk Markets
Wall Street Momentum Stalls After Thursday's Rally, Palantir Jumps To 3-Year Highs, Bonds Rally: What's Driving Markets Friday?
↗
August 09, 2024
After a blistering Thursday that saw the S&P 500 close with its best session in nearly two years — up 2.3% — Wall Street’s price action turned sluggish on a Friday lacking market-moving economic...
Via
Benzinga
Optimal Gold Stock Macro Evolving
↗
August 09, 2024
The macro setup for gold stocks is evolving into something that will surprise many after decades of poor fundamentals.
Via
Talk Markets
Wall Street Shifts To 'Bossing The Fed Into Big Rate Cuts' After Bank Of Japan's Policy U-Turn, Analyst Says
↗
August 09, 2024
BoJ's sudden U-turn on policy has sparked Wall Street reactions, with eyes on significant Fed interest rate cuts. Bank of America's Hartnett believes Wall Street influenced BoJ's decision and now aims...
Via
Benzinga
Topics
Economy
SPDR ETF Report For Thursday, Aug 8
↗
August 09, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Thursday, August 8.
Via
Talk Markets
Topics
ETFs
Wall Street Rallies As Economic Concerns Recede, Tech Flexes Its Muscles, Semiconductors Soar: What's Driving Markets Thursday?
↗
August 08, 2024
Investor risk sentiment is showing greater conviction on Thursday, with all indices and major stock sectors in the green, after Wall Street failed to hold onto opening gains and closed in the red the...
Via
Benzinga
Stock To Bond Ratio Testing Important Price Support
↗
August 08, 2024
It’s important for investors to follow stocks and bonds. And even more important to understand the relationship between them.
Via
Talk Markets
Topics
Bonds
SPDR ETF Report For Wednesday, Aug 7
↗
August 08, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Wednesday, August 7.
Via
Talk Markets
Topics
ETFs
How To Stop Worrying And Learn To Love Volatility
↗
August 07, 2024
The VIX is down from the other day’s damn near historic high above 65. But it’s still more than double what it was just a month ago.
Via
Talk Markets
Topics
Stocks
Investors Should Watch High Yield Debt Right Now
↗
August 07, 2024
Long bonds have sold off from the October 2023 highs, which back then, led to a massive rally in equities. Now though, things are different.
Via
Talk Markets
Topics
Bonds
Stocks Slide: Trillions Lost, More Downside Ahead?
August 07, 2024
A few spaces in the economy are showing investors where the upside will be in the coming quarters, Wall Street analysts and Warren Buffett agree on it
Via
MarketBeat
Topics
Economy
Wall Street Poised For Second Day Of Gains While Bank Of Japan Makes Reassurances; Dollar Strengthens Against Yen, Crude Prices Surge: What's Driving Markets Wednesday?
↗
August 07, 2024
The U.S.
Via
Benzinga
SPDR ETF Report For Tuesday, Aug 6
↗
August 07, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Tuesday, August 6.
Via
Talk Markets
Topics
ETFs
Hims & Hers Reports Stellar Quarter: Stock Set for a Rally
August 06, 2024
Hims & Hers stock is showing the market why its fair value is double-digits above where it trades today, with Wall Street analysts to agree
Via
MarketBeat
Topics
Bonds
ETFs
Berkshire Hathaway Cuts Bank of America Stake: What to Know
August 06, 2024
Warren Buffett has just reportedly sold Bank of America stock while betting on energy names, all a common bet against the dollar, which could prove a pain point
Via
MarketBeat
Topics
Artificial Intelligence
Bonds
ETFs
SPDR ETF Report For Monday, Aug 5
↗
August 06, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Monday, August 5.
Via
Talk Markets
Topics
ETFs
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