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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
EVENTS
FIP
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
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Updated: 4:15 PM EDT, May 15, 2026
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Peeking Into The Future Through CoT Report: Futures, Noncommercial Buyers, How Hedge Funds Are Positioned
↗
September 08, 2024
Just ahead of VIX’s Aug. 5 spike reversal tagging 65.73 intraday, the weekly RSI rallied to low-70s . The metric went sideways at the median for a few weeks, lifting off this week to 62-plus. This is a...
Via
Talk Markets
Topics
Stocks
Weekly Recap And DARP Update - Saturday, Sept. 7
↗
September 07, 2024
In this video, I take a look at the various market changes seen throughout the week. I also review the numbers for demand, average revenue, and price.
Via
Talk Markets
Treasury Yields Plunge, TLT ETF Tops $100, VIX Spikes As 50-Basis-Point Rate Cut Odds Soar In Response To Jobs Data
↗
September 06, 2024
The U.S. Treasury market rallies on weak job data, boosting odds of Fed rate cuts. Yields fall and curve normalizes, triggering market reactions.
Via
Benzinga
Topics
ETFs
Economy
Stocks
Spotlight On US Treasuries, Where Are Long-Term Bond Yields Headed?
↗
September 06, 2024
My guess is bond yields are heading much lower between now and September 11. However, there have been four bounces off this level since late last year. I expect support to crumble in the wake of...
Via
Talk Markets
Topics
Bonds
SPDR ETF Report For Thursday, Sept 5
↗
September 05, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Thursday, September 5.
Via
Talk Markets
Topics
ETFs
Bouncing Bonds
↗
August 22, 2024
For years, the bonds tried to base and push higher but failed in each instance. This time, we’ve changed the trend and are headed, I believe, for a breakout.
Via
Talk Markets
Topics
Bonds
Gold Rallies, Yen Surges, Treasury Yields Fall As Disappointing Payrolls Data Supports Large Rate-Cut Bets
↗
September 05, 2024
U.S. employment growth lower in August triggered interest rate-sensitive asset rallies, while pushing Treasury yields down and increasing 50-basis-point Fed rate cut bets.
Via
Benzinga
Topics
Economy
Stocks Rebound, Chipmakers Halt Bloodbath As Traders Upgrade Rate Cut Wagers; Tesla Rises, Dollar Tree In Free Fall: What's Driving Markets Wednesday?
↗
September 04, 2024
Wall Street traded slightly higher on Wednesday, rebounding after the sharp sell-off a day earlier that saw chipmakers tumble, with NVIDIA Corp. (NASDAQ:NVDA) shedding around $280 billion in market...
Via
Benzinga
July Job Openings Fall To 3-Year Lows, Gap With Unemployment Narrows To Near Parity: Traders Raise Rate Cut Bets
↗
September 04, 2024
US employment vacancies drop, signal cooling labor market. Job openings down to 7.673M in July, below expectations.
Via
Benzinga
Trends Investors Should Watch This Quarter for Market Insights
September 04, 2024
Even if there is some weakness in the overall market, investors can find safety in the trends that have been made by mega investors today
Via
MarketBeat
Topics
Artificial Intelligence
Economy
US ETFs Attract $75 Billion In August, Push 2024 Inflows Over $600 Billion: 7 Investor Favorite Funds
↗
September 03, 2024
ETF inflows in August 2024 reached $75 billion, a 5x increase from last year. Year-to-date total has surpassed $600 billion, on track to challenge all-time record. Passive ETFs dominate with $8.7...
Via
Benzinga
Topics
ETFs
Traders Bet Aggressively On Rate Cuts Ahead Of Jobs Data: 5 ETFs To Watch This Week
↗
September 03, 2024
Investors anticipate the release of critical labor market data between Wednesday and Friday, heightening their expectations for aggressive rate cuts by the Federal Reserve.
Via
Benzinga
Topics
ETFs
Wall Street Tumbles, Yen Surges, Oil Sinks Below $70, VIX Spikes As Traders Brace For Volatile Month: What's Driving Markets Tuesday?
↗
September 03, 2024
The first trading session of September started with a widespread selloff across risk assets, as traders took a cautious approach ahead of what is historically a volatile month for global markets.
Via
Benzinga
Topics
Stocks
COT Speculator Extremes: Yen, Gold & Brazil Real Lead Bullish & Bearish Positions
↗
September 01, 2024
This weekly Extreme Positions report highlights the Most Bullish and Most Bearish Positions for the speculator category. Extreme positioning in these markets can foreshadow strong moves in the...
Via
Talk Markets
Hedge Funds Positions, Noncommercial Buying - How CoT Peeks Into The Future
↗
September 01, 2024
Right here and now, both the equity and bond markets are in disagreement with the fed funds futures traders. Incidentally, the beginning of an easing cycle historically is not equity-friendly.
Via
Talk Markets
Topics
Bonds
SPDR ETF Report For Thursday, Aug 29
↗
August 30, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Thursday, August 29.
Via
Talk Markets
Topics
ETFs
Traders Scale Back Bets On 50-Basis-Point September Rate Cut Ahead of Friday's Key Fed Inflation Gauge Data
↗
August 29, 2024
US GDP growth revised upwards, leading to doubts about significant rate cut next month. Market awaits Fed's PCE report for inflation data.
Via
Benzinga
Topics
Economy
Fitch Reaffirms US 'AA+' Credit Rating, Warns Of Growing Debt Burden: 'Tax Cuts Will Be Extended Under Either Trump Or Harris'
↗
August 29, 2024
Fitch Ratings reaffirms US sovereign credit rating at 'AA+' with stable outlook; cites high per capita income and financial flexibility, but also concerns over debt and political polarization.
Via
Benzinga
Topics
Government
US Dollar, Oil Prices, Tech Stocks Rise As GDP Roars By 3% In Q2; Bonds, Yen Slip As Bets For Large Rate Cuts Ease
↗
August 29, 2024
U.S. dollar, oil & tech stocks surge on 3% Q2 GDP growth. Bonds & yen fall. Expectations for rate cuts tempered. U.S. economy remains strong.
Via
Benzinga
Topics
Economy
Traders Brace For Fed's Favorite Inflation Report Friday: July Price Pressures Expected To Edge Higher
↗
August 29, 2024
Highly anticipated PCE inflation report for July to be released this Friday, could impact Fed's rate cut decision and market expectations.
Via
Benzinga
Topics
Economy
SPDR ETF Report For Monday, Aug 26
↗
August 27, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Monday, August 26.
Via
Talk Markets
Topics
ETFs
Speculator Extremes: Yen, Gold, 5-Year, 10-Year & Cotton Lead Bullish & Bearish Positions
↗
August 25, 2024
This weekly Extreme Positions report highlights the Most Bullish and Most Bearish Positions for the speculator category. Extreme positioning in these markets can foreshadow strong moves in the...
Via
Talk Markets
CoT: Peer Into Future Through Futures, How Hedge Funds Are Positioned
↗
August 25, 2024
Odds favor that the bulls will manage to post a new SP500 high as soon as next week. Concurrently, it is unlikely it gets much traction after that.
Via
Talk Markets
Are The Charts Starting To Drift From The Soft-Landing Script?
↗
August 24, 2024
In this week's video, we'll review the latest charts to help us answer the question: Are the charts starting to drift from the soft landing bull market script?
Via
Talk Markets
Jerome Powell: 'Time Has Come' For Interest Rate Cuts, Cooling In Labor Market 'Unmistakable'
↗
August 23, 2024
Powell signals rate cuts, noting inflation is on track to 2%. Cooling labor market conditions prompt adjustments and emphasis on dual mandate.
Via
Benzinga
Topics
Economy
US Stocks Fall As Dollar, Treasury Yields Rise Ahead Of Fed's Jackson Hole; Oil Rebounds: What's Driving Markets Thursday?
↗
August 22, 2024
Wall Street faced a downturn on Thursday as traders exercised caution ahead of Federal Reserve Chair Jerome Powell’s speech at the Jackson Hole Symposium on Friday.
Via
Benzinga
Topics
Economy
August Services Growth Exceeds Expectations As Manufacturing Slumps: Inflation Gradually Eases 'To Normal Levels'
↗
August 22, 2024
US private sector activity likely grew stronger than expected in Aug. as services sector outshines manufacturing, easing recession fears.
Via
Benzinga
Topics
Economy
SPDR ETF Report For Wednesday, Aug 21
↗
August 22, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Wednesday, August 21.
Via
Talk Markets
Topics
ETFs
20Y Auction Sees Lackluster Demand Despite 6th Consecutive Stop Through
↗
August 21, 2024
The auction, which passed without a hitch, sold at a high yield of 4.16%, which was 30bps below last month's 4.466%, and the lowest yield since last July.
Via
Talk Markets
From Stocks To Bonds: CBOE's VIXTLT Index Adds New Twist To Volatility
↗
August 21, 2024
The VIXTLT isn't just a standalone tool — it's part of a broader suite of indices that help investors navigate market volatility.
Via
Benzinga
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