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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
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
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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
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Rates And Inflation Swaps Surge As Stocks Tumble On Hot Economic Data
↗
January 07, 2025
There’s a lot to discuss today, with markets moving quite violently in all directions—it’s hard to know where to begin—the economic data triggered much of today’s movement.
Via
Talk Markets
Topics
Economy
Stocks / Equities
Bear Steepener Alert
↗
January 07, 2025
Interest rates creating bear steepener yield curve.
Via
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Topics
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Ugly, Tailing 10Y Auction Flops Despite Highest Yield Since 2007
↗
January 07, 2025
The auction stopped at a high yield of 4.680%, up a whopping from 44.5bps from 4.2520% last month.
Via
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Topics
Bonds
Financial Markets Report For Monday, Jan 6
↗
January 07, 2025
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Monday, January 6.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
Asia Open: Navigating The High-Stakes Coin Flip Of Global Trade And Tariffs
↗
January 06, 2025
The first whole trading week of 2025 started with a resurgence in stock market optimism, driven by traders with fresh annual budgets and a renewed appetite for risk.
Via
Talk Markets
Topics
Bonds
Commodities
Currencies/Forex
Stocks Give Back Early Gains As Breadth Implodes
↗
January 06, 2025
Today’s trading session was choppy.
Via
Talk Markets
Topics
Bonds
Stocks / Equities
Risk-On Sentiment Prevails For 2025’s Debut, Fueled By U.S. Stocks
↗
January 06, 2025
There are many reasons to question a bullish outlook at the start of the year, but the gravity-defying trend remains intact overall.
Via
Talk Markets
Topics
ETFs
The Times Are Still A-Changin’
↗
January 06, 2025
At the beginning of every year, investment firms around the world publish their year-ahead outlook for markets and the economy.
Via
Talk Markets
Topics
Bonds
Currencies/Forex
Economy
Bond Market Gyrations: A Setup For A Major Crisis Ahead?
↗
January 03, 2025
Investors shouldn’t ignore the bond market these days. The volatility happening currently could be a setup for something worse ahead.
Via
Talk Markets
Topics
Bonds
Financial Markets Report For Thursday, Jan 2
↗
January 02, 2025
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Thursday, January 2.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
2025 Begins With Extreme Risk To The Us Economy And Markets
↗
January 02, 2025
As we enter 2025, the US economic situation is showing signs of growing tension, with several dynamics converging to accentuate the fragility of the financial and consumer system.
Via
Talk Markets
Topics
Bonds
Economy
Stocks / Equities
10 & 20 Year Compounded Returns Not Yet In Bubble Territory
↗
January 02, 2025
Since 1928 the S&P 500 has produced a nominal compounded annual return of 9.94%, meaning $100 invested in 1928 would be worth $982,920.31 today. For a total return of 982,820%.
Via
Talk Markets
Topics
Stocks
Stocks / Equities
Time To Buy The Tentative Bottom?
↗
January 02, 2025
S&P 500 could have put a local bottom on Dec 31, but instead, we had to wait for today when we got the clear 5,930 breakdown and intraday reversal in relation to market breadth developments.
Via
Talk Markets
Topics
Bonds
Cryptocurrencies
Currencies/Forex
Financial Markets Report For Tuesday, Dec 31
↗
December 31, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Tuesday, December 31.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
Stocks Drop Again As Breadth Erodes Further
↗
December 30, 2024
he S&P 500 finished 1.07% lower, but the breadth numbers were particularly weak. Of the S&P 500, 470 stocks were down, 31 were up, and two were unchanged—an overwhelmingly bearish day.
Via
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Topics
Stocks
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Financial Markets Report For Monday, Dec 30
↗
December 30, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Monday, December 30.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
Bracing For A Slippery Penultimate Trading Day Of 2024
↗
December 29, 2024
With U.S. yields climbing and liquidity essentially nonexistent, there's always the potential for outsized moves.
Via
Talk Markets
Topics
Bonds
Stocks / Equities
One-Off Friday Flush Isn’t A Fluke
↗
December 29, 2024
Today's article is talking yields, options and VIX, and much more.
Via
Talk Markets
Topics
Bonds
Stocks
Stocks / Equities
There Goes Santa Claus?
↗
December 27, 2024
Today is a reminder that just because a “Santa Claus” rally is a statistical likelihood, it is far from guaranteed.
Via
Talk Markets
Topics
Bonds
Futures
Stocks / Equities
Financial Markets Report For Thursday, Dec 26
↗
December 27, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Thursday, December 26.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
Futures Slide As Bond Yields Jump To 6 Month High
↗
December 26, 2024
US stock futures and Treasuries dropped as muted trading resumed after the Christmas holiday, with investors looking to initial jobless claims data and a government bond auction later on Thursday.
Via
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Topics
Bonds
Commodities
Cryptocurrencies
Gold Stocks Managing The Grinch
↗
December 24, 2024
While it’s been a spectacular year for supreme money gold, gold stock and silver bullion investors may feel a bit like the Grinch stole a piece of their Christmas.
Via
Talk Markets
Topics
Commodities
Stocks / Equities
Financial Markets Report For Monday, Dec 23
↗
December 23, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Monday, December 23.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
The Options Market Is Pointing Us At Four Dividend Stocks Right Now
↗
December 23, 2024
It’s a good idea to look at stocks that can give us what we need in the absence of a rally.
Via
Talk Markets
Topics
Bonds
Commodities
Stocks / Equities
Stocks And Rates Rise As The Yield Curve Continues To Steepen
↗
December 23, 2024
The S&P 500 rallied by about 75 basis points today, but it remains a market with weak breadth.
Via
Talk Markets
Topics
Bonds
ETFs
Economy
How Macro Changes Will Impact Gold In 2025
↗
December 23, 2024
The yield curve is quietly steepening again. If it continues and accelerates that would be very good for Gold as it likely indicates more rate cuts ahead and a recession.
Via
Talk Markets
Topics
Bonds
Commodities
Economy
Short Squeeze Vs. New Upleg
↗
December 22, 2024
Sure XLRE, XLU got a boost, but look at where XLF, KRE were able to reach Friday and this IWM underperformance makes sense, because - yields.
Via
Talk Markets
Topics
Bonds
Stocks / Equities
Treasury Auctions This Week Could Drive Further Bear Steepening
↗
December 22, 2024
Given this week’s holiday-shortened schedule and thin global market activity, liquidity will likely be even more limited. Moves could become exaggerated due to lower participation and limited news...
Via
Talk Markets
Topics
Bonds
Currencies/Forex
Stocks / Equities
Jerome Powell: “I Think It’s Pretty Clear We’ve Avoided A Recession”
↗
December 20, 2024
As per Powell not only have we avoided a recession, but it’s “pretty clear“.
Via
Talk Markets
Topics
Bonds
Commodities
Economy
Financial Markets Report For Thursday, Dec 19
↗
December 19, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Thursday, December 19.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
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