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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
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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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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
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Client Contact with Portfolio Manager(s)
Additional Information
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TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
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Event Schedule
Market Value Securities (MVS sm) Presentation
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Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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Invesco DB USD Index Bullish Fund ETF
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China Markets Up, Europe Tumbles As Trade War Escalates; Oil Hits Multi-Year Low - Global Markets Today While US Slept
↗
April 09, 2025
US markets closed lower on 04/08 amid trade war fears and weak economic data. Asian markets followed suit with sharp declines, while European shares also fell as recession concerns grew. Oil prices...
Via
Benzinga
Topics
Economy
World Trade
Pound Sterling Extends Gains Against US Dollar On Fears Of Potential US Recession
↗
April 09, 2025
The Pound Sterling rises to near 1.2850 against the US Dollar as investors expect the US-China trade war to lead the US to a recession.
Via
Talk Markets
Topics
Currencies/Forex
Economy
World Trade
FX Daily: Dollar Close To Another Confidence Crisis
↗
April 09, 2025
The 'sell America' scenario is becoming tangible again, as Treasuries and US equities are under pressure.
Via
Talk Markets
Topics
Currencies/Forex
Metal Markets Report For Tuesday, April 8
↗
April 09, 2025
In this video, Ira Epstein reviews the day's trading in the gold and other relevant metal markets.
Via
Talk Markets
Topics
Commodities
EUR/USD Attracts Some Buyers Above 1.1050, FOMC Minutes In Focus
↗
April 09, 2025
The EUR/USD pair rises to near 1.1065 during the early European session on Wednesday.
Via
Talk Markets
Topics
Currencies/Forex
Gold Price Climbs To $3,020, Closer To Tuesday's Swing High Amid Heightened Safe-Haven Demand
↗
April 09, 2025
Gold price (XAU/USD) climbs further beyond the $3,000 psychological mark during the Asian session on Wednesday and retests the overnight swing high as concerns about a tariffs-driven global recession...
Via
Talk Markets
Topics
Commodities
Economy
Elliott Wave Technical Analysis: Ethereum Crypto Price News For Wednesday, April 9
↗
April 09, 2025
Ethereum continues to move within a bearish Wave C structure, part of a broader Zigzag correction pattern. The current decline is within sub-wave (5), which is in progress and may be nearing...
Via
Talk Markets
Topics
Cryptocurrencies
Gold Trading Strategy, XAUUSD Analysis & Forecast - Wednesday, April 9
↗
April 09, 2025
Today you will see Gold price predictions based on technical analysis. What is the support and resistance on the daily time frame for XAUUSD?
Via
Talk Markets
Topics
Commodities
Stay Tuned For Dollar Share Of World FX Reserves
↗
April 09, 2025
In Trump 1.0, the estimated dollar share declined from 64% to 59%. For Biden, the ratio stayed largely the same.
Via
Talk Markets
Topics
Currencies/Forex
Government
Financial Markets Report For Tuesday, April 8
↗
April 08, 2025
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Tuesday, April 8.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
The Market Is Starting To Look Really Ugly
↗
April 08, 2025
Things are getting ugly, especially in rates and FX. Significant decoupling is occurring, indicating a potentially massive flight out of the U.S. and severe liquidity constraints now hitting the...
Via
Talk Markets
Topics
Currencies/Forex
Stocks / Equities
USD/CAD Weakens To Near 1.4250, FOMC Minutes In Focus
↗
April 08, 2025
The USD/CAD pair edges lower to around 1.4255 during the late American session on Tuesday.
Via
Talk Markets
Topics
Currencies/Forex
GBP/USD Catches Much-Needed Bounce From Key Moving Average As Tariffs Loom
↗
April 08, 2025
GBP/USD snapped a harsh two-day losing streak on Tuesday, finding a technical bounce from the 200-day Exponential Moving Average (EMA) just north of the 1.2700 handle.
Via
Talk Markets
Topics
Currencies/Forex
Gold Stuck As US Yield Spike, Tariff Worries Drag Prices Beneath $3,000
↗
April 08, 2025
Gold price snaps three days of losses, consolidates below the $3,000 figure as US Treasury yields rise, making the non-yielding metal less appealing for investors.
Via
Talk Markets
Topics
Commodities
Tariff Strawmen And Why Prices Didn’t Rise In Trump’s First Term
↗
April 08, 2025
The U.S. trade deficit with China decreased from 2018 to 2024 but it was at the expense of big increases elsewhere.
Via
Talk Markets
Topics
Currencies/Forex
Government
Australian Dollar Finds Tentative Footing Near 0.6000 Amid Tariff Turmoil
↗
April 08, 2025
AUD/USD is navigating a narrow range around the mid-point of its daily boundaries, showing hesitant movement after days of pronounced weakness.
Via
Talk Markets
Topics
Currencies/Forex
Stocks And Precious Metal Charts - Short Squeeze
↗
April 08, 2025
Gold and silver had the usual rough time after the initial rally.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
U.S. CPI Ahead: Will USD/JPY Buck The Seasonal Weakness?
↗
April 08, 2025
USD/JPY has shown greater moves to the downside post-CPI softness, especially when inflation surprises on the low side.
Via
Talk Markets
Topics
Currencies/Forex
Economy
Market Talk - Tuesday, April 8
↗
April 08, 2025
The oil markets had a negative day today.
Via
Talk Markets
White House Slaps 104% Tariffs On China
↗
April 08, 2025
U.S. equity markets are pairing some of their earlier gains.
Via
Talk Markets
Topics
Stocks / Equities
EUR/USD Price Analysis: Euro Holds Steady Near 1.0900 Amid Mixed Momentum Signals
↗
April 08, 2025
The EUR/USD pair traded with a slight bearish bias on Tuesday after the European session.
Via
Talk Markets
Topics
Currencies/Forex
Forex Today: Markets Rebound As US Claims 50+ Countries Negotiating Tariffs
↗
April 08, 2025
President Trump's new tariffs seem to be bringing offers to negotiate from many major US trading partners, triggering some gains as a rebound in stocks, commodities, and other risky assets.
Via
Talk Markets
Topics
Government
World Trade
Market Analysis - Tuesday, April 8
↗
April 08, 2025
SPX futures have bounced to 52008.00 thus far this morning, leaving it 15% off the February 19 high.
Via
Talk Markets
Topics
Cryptocurrencies
Currencies/Forex
Futures
US Dollar Looking For Direction In Risk On Tone On Tuesday
↗
April 08, 2025
The Greenback softens a touch on Tuesday against major peers amidst trade war tensions.
Via
Talk Markets
Topics
Currencies/Forex
World Trade
USD/CAD Price Forecast: Slumps Below 1.4200
↗
April 08, 2025
USD/CAD tumbles below 1.4200 as the US Dollar takes a hit on escalating US recession fears.
Via
Talk Markets
Topics
Currencies/Forex
Economy
Fragile Calm In The Capital Markets
↗
April 08, 2025
The dramatic price action throughout the capital markets after last week's US tariff announcements, China's retaliation, and yesterday's US threat of another 50% tariff on China has calmed today, in a...
Via
Talk Markets
Topics
Currencies/Forex
World Trade
Markets Continue To Reel In Chaotic Monday Session
↗
April 08, 2025
As far as trading sessions go on Wall Street, Monday’s was eventful.
Via
Talk Markets
GBP/USD Forex Signal: Downwards Waves Continue
↗
April 08, 2025
The price looks to be heading for $1.2700 after rejecting the resistance level confluent with $1.2800.
Via
Talk Markets
Topics
Currencies/Forex
Japanese Yen Recovers Some Losses As Investors Seek Safe-Haven Assets
↗
April 08, 2025
The USD/JPY pair has stabilised around 147.60 following two consecutive days of gains, with the yen now attempting to recoup some of its recent losses.
Via
Talk Markets
Topics
Currencies/Forex
FX Daily: Watch For Misplaced Optimism
↗
April 08, 2025
Sentiment is rebounding, perhaps on the view that Trump may focus protectionism on China and speed up trade deals elsewhere.
Via
Talk Markets
Topics
Currencies/Forex
Government
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