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home
about us
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Team Biographies
Firm ADV PDFs
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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
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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
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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
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Global X DAX Germany ETF
(NQ:
DAX
)
45.62
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Updated: 4:15 PM EST, Dec 31, 2025
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Oil Rises Amid Escalating Conflict In The Middle East
↗
January 12, 2024
Heightened geopolitical risks in the Middle East sent crude oil prices up more than 3% after Iran seized an oil tanker off the coast of Oman.
Via
Talk Markets
The Nikkei 225 Has Hit A 34-Year High
↗
January 11, 2024
Japan's Nikkei 225 continues to rally after hitting a 34-year-high yesterday. The index rallied on broad-based gains, although technology and auto stocks were the most active.
Via
Talk Markets
Market Talk - Wednesday, Jan. 10
↗
January 10, 2024
The oil markets had a negative day today.
Via
Talk Markets
Market Talk - Tuesday, Jan. 9
↗
January 09, 2024
The World Bank has projected that the global economy is heading for its worst half-decade of growth in 30 years.
Via
Talk Markets
Topics
Economy
NVDA Shares Have Reached An All-Time High
↗
January 09, 2024
Nvidia stock's rise to a record high led to gains in technology stocks, which also had a positive impact on the overall market.
Via
Talk Markets
Two Trades To Watch: DAX, Oil Forecast - Tuesday, Jan. 9
↗
January 09, 2024
DAX rises despite industrial production falling. Oil attempts to rise after shedding over 4% yesterday.
Via
Talk Markets
Pairs In Focus This Week - Sunday, Jan. 7
↗
January 07, 2024
The Australian dollar plummeted during the week, but there was plenty of support underneath to keep it afloat. It now appears to be in the middle of a larger consolidation area between the 0.65 level...
Via
Talk Markets
Two Trades To Watch: DAX, USD/JPY Forecast - Friday, Jan. 5
↗
January 05, 2024
USD/JPY is rising for a fourth straight day as investors continue to rein in Fed rate cut bet ahead of the US non-farm payroll report.
Via
Talk Markets
Topics
Economy
The UK Economy Shows Resilience To High Interest Rates
↗
January 05, 2024
The latest business activity data confirmed that the UK economy remains resilient to high interest rates.
Via
Talk Markets
Topics
Economy
BRICS Continues To Expand. Fitch Downgrades Chinese Companies Again
↗
January 04, 2024
Saudi Arabia officially joins the BRICS bloc. Prince Faisal bin Farhan said the BRICS group is a beneficial and important channel to strengthen economic cooperation.
Via
Talk Markets
Today, Investor Interest Is Focused On The FOMC Minutes
↗
January 03, 2024
Via
Talk Markets
Two Trades To Watch: GBP/USD, DAX - Wednesday, Jan. 3
↗
January 03, 2024
GBP/USD rises ahead of the Fed minutes. DAX struggles as the recent rate cut rally stalls.
Via
Talk Markets
Topics
Economy
Asia's Growth Outlook Outperformed The Eurozone
↗
January 02, 2024
The first half of next year for the Eurozone is likely to be challenging, with high interest rates and global geopolitical instability limiting the outlook for the EU economy.
Via
Talk Markets
Japanese Index Became The Best-Performing Stock Index In Asia
↗
December 29, 2023
In Asia, the best-performing major stock market in 2023 was Japan's Nikkei, with a gain of 28%, its highest annualized gain in a decade.
Via
Talk Markets
The Decline In Global Bond Yields Supports Stock Indices
↗
December 28, 2023
A decline in global bond yields is lending support to stocks on optimism that global central banks will start cutting interest rates next year.
Via
Talk Markets
Topics
Bonds
Santa Claus Rally Supports Broad Market
↗
December 27, 2023
Stocks are supported by the seasonal Santa Claus rally (prices typically rise between Christmas and the first days of the New Year).
Via
Talk Markets
Oil Rises Amid Risks Of Supply Disruption Across The Red Sea
↗
December 26, 2023
Geopolitical risks are bullish for crude oil prices after BP, along with Equinor and Euronav, suspended oil tanker shipments through the Red Sea due to increased attacks on vessels in the region.
Via
Talk Markets
Japan Sees Inflationary Pressures Easing
↗
December 22, 2023
In Japan, consumer prices excluding fresh food showed 2.5% y/y, down from the previous reading of 2.9%. The fall in energy costs intensified while the rise in processed food prices weakened.
Via
Talk Markets
Hedge Funds And Large Investors Are Locking In Positions Ahead Of The Christmas Holidays
↗
December 21, 2023
Over the past two weeks, sharp gains in stock indexes have driven them into overbought territory, prompting profit-taking and technical selling by fund managers and investors ahead of the Christmas...
Via
Talk Markets
Market Talk - Wednesday, Dec. 20
↗
December 20, 2023
The oil markets had a mixed day today.
Via
Talk Markets
China Kept Interest Rates At Current Levels
↗
December 20, 2023
China left benchmark lending rates unchanged during its monthly fixing on Wednesday, matching market expectations.
Via
Talk Markets
Market Talk - Tuesday, Dec. 19
↗
December 19, 2023
The oil markets had a mixed day today.
Via
Talk Markets
Bank Of Japan Disappointed Investors With No Plans For 2024
↗
December 19, 2023
The Bank of Japan kept its ultra-soft monetary policy unchanged and maintained its forward guidance as part of its expected decision.
Via
Talk Markets
Market Talk - Monday, Dec. 18
↗
December 18, 2023
Homebuilder sentiment rose more than expected as mortgage rates fall.
Via
Talk Markets
Global Major Indices - Elliott Wave Insights And Strategies
↗
December 18, 2023
Markets edging higher into the end of the week, we should expect lower volumes and we are seeing the Nasdaq 100 at late 2022 old highs with the SP500 not far behind.
Via
Talk Markets
The Eurozone Economy Is Close To A Recession
↗
December 18, 2023
The Eurozone economy continues to struggle and could enter a technical recession in the coming weeks.
Via
Talk Markets
Topics
Economy
Two Trades To Watch: DAX, Oil - Monday, Dec. 18
↗
December 18, 2023
Oil prices are heading higher, extending gains from the previous week, which was the first weekly increase in oil prices in two months.
Via
Talk Markets
Pairs In Focus This Week - Sunday, Dec. 17
↗
December 17, 2023
The US dollar plunged against the Canadian dollar as the Federal Reserve appears ready to cut rates next year. It is probably only a matter of time before the Bank of Canada follows suit, as the two...
Via
Talk Markets
Topics
Economy
Market Talk - Friday, Dec. 15
↗
December 15, 2023
This week marked a significant shift for the markets, with the Dow and Nasdaq both closing higher.
Via
Talk Markets
Topics
Stocks
SNB Has Ended The Tightening Policy In This Cycle
↗
December 15, 2023
At its December meeting, the Swiss National Bank decided to leave the key rate unchanged at 1.75%, the same level as from June 2023.
Via
Talk Markets
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