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home
about us
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Team Biographies
Firm ADV PDFs
Form CRS
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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
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
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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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Global X DAX Germany ETF
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Updated: 4:15 PM EST, Dec 31, 2025
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As The Nikkei 225 Index Surges, Is Bank Of Japan A Risk?
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January 31, 2024
The Nikkei 225 index continued rising even as hopes that the Bank of Japan (BoJ) will start hiking interest rates rise. The index, which tracks the biggest companies in Japan, soared to a high of...
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Market Talk - Tuesday, Jan. 30
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January 30, 2024
The latest CNBC Fed Survey indicates that the Federal Reserve is expected to cut interest rates fewer times and later than what the market anticipates.
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Economy
Chinese Real Estate Developer Evergrande To Be Liquidated
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January 30, 2024
WTI crude oil prices fell by 1.6% on Monday as a Hong Kong court ordered the liquidation of Chinese real estate giant Evergrande, adding to concerns about the economic health of the world's largest oil...
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Market Talk - Monday, Jan. 29
↗
January 29, 2024
The major Asian stock markets had a mixed day today.
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Market Talk - Friday, Jan. 26
↗
January 26, 2024
The Bank of Japan has decided to maintain its current monetary policy, keeping the short-term interest rate at -0.1% and leaving yield curve control parameters unchanged.
Via
Talk Markets
Topics
Economy
Two Trades To Watch: GBP/USD, DAX - Wednesday, Jan. 24
↗
January 24, 2024
DAX rises after another record close in the US and despite weaker German PMIs.
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The ECB Left Rates Unchanged And Is Planning Its First Cut For The Summer
↗
January 26, 2024
The European Central Bank, as expected, left its main refinancing rate unchanged at 4.50% and said that this level should be maintained for a long enough time to ensure that inflation returns to the 2%...
Via
Talk Markets
Topics
Economy
Elliott Wave Analysis: S&P 500, Nasdaq 100, DAX 40, FTSE 100, ASX200
↗
January 25, 2024
The current analysis of the market suggests that Elliott Wave iv) is on the verge of completing its course, revealing distinct patterns.
Via
Talk Markets
Topics
Stocks
Market Talk - Thursday, Jan. 25
↗
January 25, 2024
The U.S. economy experienced robust growth, with the gross domestic product (GDP) increasing at a 3.3% annualized rate in the fourth quarter of 2023, surpassing the Wall Street expectation of 2%.
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Topics
Economy
Corporative Reporting Supports US Stock Indices
↗
January 25, 2024
Optimism about the US economic outlook and strong corporate earnings results boosted stock prices on Wednesday.
Via
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Two Trades To Watch: DAX, USD/JPY - Thursday, Jan. 25
↗
January 25, 2024
DAX looks to the ECB rate decision. USD/JPY rises ahead of US Q4 GDP data.
Via
Talk Markets
Market Talk - Wednesday, Jan. 25
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January 24, 2024
The oil markets had a mixed day today.
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The Focus Of Investors Is Directed To The BoC Meeting
↗
January 24, 2024
The Bank of Canada will hold its first monetary policy meeting of the year today. Like other G10 central banks, the Bank of Canada is not yet ready to cut rates.
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Market Talk - Tuesday, Jan. 23
↗
January 23, 2024
The Bank of England is anticipated to consider a cautious move toward lowering interest rates, which are currently at their highest level in nearly 16 years.
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The US Stock Indices Have Once Again Hit All-Time Highs
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January 23, 2024
Stocks rose on Monday amid optimism about the US economic outlook and expectations of strong quarterly corporate earnings results.
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Market Talk - Monday, Jan. 22
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January 22, 2024
The oil markets had a mixed day today.
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US Stock Indices Hit All-Time Highs
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January 22, 2024
Stocks rose to record highs on Friday on optimism about the US economic outlook.
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U.S. Weekly FundFlows Insight Report: Money Market Funds Post First Weekly Outflow In Four
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January 21, 2024
During the fund-flows week that ended Jan. 17, 2024, investors were overall net redeemers of fund assets for the fourth week in six, removing a net $22.4 billion. At the close of the week, U.S....
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Market Talk - Thursday, Jan. 18
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January 18, 2024
The Bank of Japan is expected to maintain its ultra-loose monetary policy in the upcoming week.
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Equity Market Commentary - Thursday, Jan. 18
↗
January 18, 2024
Global stock markets are seeing better demand on Thursday with indexes such as the DAX trading back up off their weekly lows.
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Falling Probabilities Of Interest Rate Cuts In The Spring Are Weighing On Stock Indices
↗
January 18, 2024
Economic news from the US on Wednesday was hawkish for Fed policy and bullish for the US dollar, which pressured the indices.
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Topics
Economy
Global Stocks Plunge As Rate Cut Bets Trimmed
↗
January 17, 2024
Global stock markets have fallen sharply so far today, led by Hong Kong and China yet again, with falls of 2.9% for Hang Seng and 1.9% for China A50 indices.
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Economic Data On China Fell Short Of Forecasts
↗
January 17, 2024
China's economy grew to 5.2% in the fourth quarter, surpassing Beijing's target of 5% for 2023. But much of that growth was driven by a lower base compared to 2022.
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Topics
Economy
Elliott Wave Analysis: S&P 500, Nasdaq 100, DAX 40, FTSE 100, ASX200 Trading Strategies
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January 16, 2024
In 2.5 months, stock market Indices peaks based on wave counts in Nvidia, Meta Platforms.
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Topics
Stocks
Market Talk - Tuesday, Jan. 16
↗
January 16, 2024
A federal judge has blocked JetBlue Airways’ acquisition of Spirit Airlines, a move that is seen as a significant victory for the U.S. Justice Department.
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Two Trades To Watch: GBP/USD, DAX - Tuesday, Jan. 16
↗
January 16, 2024
On the data front, German inflation confirmed a rise to 3.8% in December, up from 3.2% in November.
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Economy
Davos Hosts The Annual World Economic Forum
↗
January 15, 2024
This week is the World Economic Forum in Davos, Switzerland.
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Two Trades To Watch: DAX, Oil Forecast - Monday, Jan. 15
↗
January 15, 2024
Oil prices were holding steady after strong gains last week as traders remained focused on supply concerns in the Middle East.
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Pairs In Focus This Week - Sunday, Jan. 14
↗
January 14, 2024
The euro moved rather choppily over the course of an already noisy trading week, as the 1.10 level continued to offer significant resistance. If it manages to break above that mark, it could open up a...
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Market Talk - Friday, Jan. 12
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January 12, 2024
The oil markets had a green day today.
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