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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
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
EVENTS
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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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The Fed Induced Market Mayhem Subsides
↗
December 19, 2024
Via
Talk Markets
Topics
Economy
Markets Focus On Reflation Risk After Fed Cuts Rates
↗
December 19, 2024
Via
Talk Markets
Topics
Bonds
Economy
Sheer Panic Hawkish Uncertainty
↗
December 19, 2024
S&P 500 followed the path I foresaw ahead of FOMC, a brief dip bought, and then positioning for a relief rally to continue.
Via
Talk Markets
Topics
Bonds
Stocks
Stocks / Equities
Cut And Pause: FOMC Summary
↗
December 19, 2024
As widely expected, the Fed cut the Fed Funds rate by 25bps, to 4.25-4.50%, at yesterday’s FOMC meeting.
Via
Talk Markets
Topics
Bonds
Economy
Stocks / Equities
Financial Markets Report For Wednesday, Dec 18
↗
December 19, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Wednesday, December 18.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
The Fed’s Rate Cutting Cycle May Already Be Over
↗
December 18, 2024
As expected, the Fed cut rates by 25 basis points, but the market was caught off guard by the Fed’s positioning regarding future rate cuts. Looking back, it was somewhat obvious.
Via
Talk Markets
Topics
ETFs
Economy
Stocks / Equities
The Market Is Breaking Bad
↗
December 13, 2024
Via
Talk Markets
Topics
Futures
Stocks / Equities
Fearing The CPI
↗
December 10, 2024
Bitcoin is still struggling below $100K, a bit corrective bias, and represented cautious trading ahead of CPI
Via
Talk Markets
Topics
Bonds
Stocks / Equities
The Markets Are Turning Into The Nightmare Before Christmas
↗
December 18, 2024
The markets got the hawkish version of Powell today and the implication that there won’t be any more rate cuts.
Via
Talk Markets
Topics
Bonds
Futures
Stocks / Equities
20 ETFs Primed For Unusually Big Swings On Fed Meeting Days
↗
December 18, 2024
The Federal Reserve's final meeting of the year has historically caused significant moves in 20 ETFs. A rate cut is expected, but the focus is on the Fed's forward guidance and projections.
Via
Benzinga
Topics
ETFs
Economy
Financial Markets Report For Tuesday, Dec 17
↗
December 17, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Tuesday, December 17.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
Signs Of 2024 SPY Topping Out
↗
December 17, 2024
S&P 500 shook off weak Empire State manufacturing, and correctly focused on surging services PMI instead of marginally down manufacturing PMI.
Via
Talk Markets
Topics
Bonds
Stocks
Stocks / Equities
Financial Markets Report For Monday, Dec 16
↗
December 16, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Monday, December 16.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
How 10-Year Treasury Yields Have Changed This Interest Rate Cut Cycle
↗
December 16, 2024
We are 62 days in from the first Fed rate cute this cycle. Let’s compare treasury yields to other cycles.
Via
Talk Markets
Topics
Bonds
Economy
A Bear Steepener For The Ages Is About To Hit Stocks
↗
December 15, 2024
We have a hectic week ahead. Whatever impressions the market takes away this week will likely drive the final weeks of trading until we head into 2025.
Via
Talk Markets
Topics
Bonds
Stocks / Equities
The Fed Could Be Creating A Disaster For The Market
↗
December 15, 2024
This week, the 10-year Treasury rate surged by 24 basis points, marking one of the largest one-week gains in over a decade.
Via
Talk Markets
Topics
Bonds
Economy
CoT And The Future Thru Futures: What We're Gleaning From The Latest Report
↗
December 15, 2024
Daily Bollinger bands are tightening. This tends to precede a sharp move – either up or down. This was the first up week in four; with that as a background, if a sharp move is coming, odds favor it...
Via
Talk Markets
Topics
Bonds
Commodities
Currencies/Forex
Hotter Than Expected Inflation Is Causing Rates To Soar
↗
December 13, 2024
The market was essentially flat today, but that’s a distorted picture.
Via
Talk Markets
Topics
Bonds
Currencies/Forex
Economy
Rates, The Dollar, And Inflation May Be Poised For A Big Move Higher
↗
December 12, 2024
The S&P 500 fell today by about 50 basis points, with the Nasdaq down roughly 65 basis points.
Via
Talk Markets
Topics
Economy
Stocks
Stocks / Equities
Financial Markets Report For Thursday, Dec 12
↗
December 12, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Thursday, December 12.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
10-Year US Treasury Yield ‘Fair Value’ Estimate - Thursday, Dec. 12
↗
December 12, 2024
The market premium for the US 10-year Treasury yield continued to rebound in November.
Via
Talk Markets
Topics
Bonds
Financial Markets Report For Wednesday, Dec 11
↗
December 11, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Wednesday, December 11.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
Stellar 10Y Auction Has Highest Bid To Cover Since 2016 Amid Surge In Demand
↗
December 11, 2024
The bid to cover was a whopper: rising to 2.70 from 2.58 in November, and the highest since June 2016.
Via
Talk Markets
Topics
Bonds
Financial Markets Report For Tuesday, Dec 10
↗
December 10, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Tuesday, December 10.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
Financial Markets Report For Monday, Dec 9
↗
December 09, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Monday, December 9.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
VIX Index Rises As Stock Finally Crack
↗
December 09, 2024
Today, we saw the S&P 500 fall by about 60 basis points, while the Nasdaq 100 declined by approximately 85 basis points. Nvidia (NVDA) was the leading stock, dropping 2.5% after China launched a...
Via
Talk Markets
Topics
Stocks
Stocks / Equities
The Future Thru Futures: What We're Gleaning From The Latest CoT Report
↗
December 08, 2024
This time around, with seasonal tailwind at their back, tech bulls deserve the benefit of the doubt so long as the index remains above 20500s.
Via
Talk Markets
Topics
Bonds
Commodities
Currencies/Forex
Weekly Game Plan
↗
December 07, 2024
While the dollar isn't breaking down, it isn't rising either, because rate cut odds repricing makes any ascent tough.
Via
Talk Markets
Topics
Bonds
Commodities
Stocks / Equities
Still Leaning Bullish?
↗
December 06, 2024
S&P 500 pushed for new ATHs early in the session, but was rejected, and the premarket session is shallow and cautious.
Via
Talk Markets
Topics
Bonds
Stocks
Stocks / Equities
Financial Markets Report For Thursday, Dec 5
↗
December 05, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Thursday, December 5.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
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