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home
about us
Investment Approach
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Market Analysis Summary
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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
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
MARKET RESEARCH
Featured Quarterly Newsletter
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Two Crucial Breadth Developments
↗
December 05, 2024
Oil spent even less (less to none) time above the 50-day moving average, and the distrust was subsequently confirmed.
Via
Talk Markets
Topics
Bonds
Commodities
Stocks / Equities
Fall Of French Government Does Not Roil The Markets
↗
December 05, 2024
The euro traded with a firmer bias yesterday despite the French drama. It reached nearly $1.0545.
Via
Talk Markets
Topics
Currencies/Forex
Financial Markets Report For Wednesday, Dec 4
↗
December 04, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Wednesday, December 4.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
Bond Yields Need To Be Watched
↗
December 04, 2024
The 10-Year had a nice pullback from 4.5% to 4.2%. It is set up for yields to move higher over the short-term which could cause stocks to get a tiny bit cranky.
Via
Talk Markets
Topics
Bonds
Currencies/Forex
The Dollar And Oil Foresee A Santa Rally For Bonds
↗
December 04, 2024
Bond yields are primarily driven by macroeconomic factors such as inflation and economic growth.
Via
Talk Markets
Topics
Bonds
Currencies/Forex
Economy
Financial Markets Report For Tuesday, Dec 3
↗
December 03, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Tuesday, December 3.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
Rates Spark: Eyes On France
↗
December 03, 2024
All eyes are on France as Parliament is set to vote on a no-confidence motion, with the government likely to fall.
Via
Talk Markets
Topics
Bonds
The Beginning Of The End
↗
December 02, 2024
Global equities kicked off December positively as most Asian equity benchmarks finished the first trading day of the month with gains of between 0.5% and 1.0%.
Via
Talk Markets
Topics
Bonds
Stocks / Equities
Asia Morning Bites For Tuesday, Dec 3
↗
December 02, 2024
Korean inflation rebounds but remains low enough to keep rate-cut thoughts alive for early 2025.
Via
Talk Markets
Topics
Currencies/Forex
Economy
Stocks / Equities
The Yen Is Screaming Risk-Off And The Stock Market Isn’t Pay Attention
↗
December 02, 2024
Markets were up on the broader index but mixed overall, with 319 names lower in the S&P 500 and 180 higher.
Via
Talk Markets
Topics
Currencies/Forex
Stocks
Stocks / Equities
Financial Markets Report For Monday, Dec 2
↗
December 02, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Monday, December 2.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
Weekly Market Pulse: Questions For The New Year
↗
December 02, 2024
Currently, the highest probability outcome by the end of 2025 is for three more 0.25% rate cuts in the Fed Funds rate to a range of 3.75 – 4%.
Via
Talk Markets
Topics
Bonds
Currencies/Forex
Economy
Another BRICS In The Trade War Wall
↗
December 02, 2024
As the new trading week dawns, all eyes are fixed on the dollar,
Via
Talk Markets
Topics
Bonds
Currencies/Forex
World Trade
December ETF Review
↗
December 01, 2024
Reviewing the ETF movement throughout the week.
Via
Talk Markets
Topics
ETFs
The Market Is Running At An Extreme Maximum
↗
December 01, 2024
This will be a full week of trading with significant market-moving economic data on the agenda. It begins Monday with the ISM Manufacturing report and concludes Friday with the Jobs report.
Via
Talk Markets
Topics
Currencies/Forex
Stocks / Equities
The US Structural Deficit, An Increasingly Visible Threat
↗
November 29, 2024
Saudi Arabia recently orchestrated the issuance of $2 billion of Chinese sovereign bonds, denominated in US dollars, marking a notable evolution in the global financial landscape.
Via
Talk Markets
Topics
Bonds
Asia Morning Bites For Friday, Nov 29
↗
November 28, 2024
Hotter-than-expected Tokyo inflation supports further Bank of Japan rate normalisation, but further production weakness in Korea shows that the Bank of Korea has more policy easing to do.
Via
Talk Markets
Topics
Bonds
Currencies/Forex
Economy
Financial Markets Report For Wednesday, Nov 27
↗
November 27, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Wednesday, November 27.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
Asia Morning Bites For Thursday, Nov 28
↗
November 27, 2024
The Bank of Korea will likely leave policy rates unchanged again later today - but the outlook is less certain.
Via
Talk Markets
Topics
Stocks / Equities
The Data Shows Three Market-Jolting Forces On The Move
↗
November 27, 2024
What we saw in the inflation data, income and spending-related reports points to a couple of big moves we need to start making now.
Via
Talk Markets
Topics
Economy
Stocks / Equities
Asia Morning Bites For Wednesday, Nov 27
↗
November 26, 2024
Core Australian inflation rises in October, and IDR comes under pressure as tariff concerns grow.
Via
Talk Markets
Topics
Currencies/Forex
Economy
Stocks / Equities
Financial Markets Report For Tuesday, Nov 26
↗
November 26, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Tuesday, November 26.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
US Stocks Rocketed To New All-Time Highs
↗
November 26, 2024
US stocks have rocketed to new all-time highs, fuelled by easing geopolitical tensions and a robust 5-year Treasury auction that attracted the highest level of direct bidding in a decade.
Via
Talk Markets
Topics
Bonds
Commodities
Stocks / Equities
Asia Morning Bites For Tuesday, November 26
↗
November 26, 2024
Asian macro took a back seat to politics and geopolitics on Monday and will probably also do so today.
Via
Talk Markets
Topics
Currencies/Forex
Stocks / Equities
Financial Markets Report For Monday, Nov 25
↗
November 25, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Monday, November 25.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
Rates, Dollar, And Nvidia Drop Sharply On November 25, 2025
↗
November 25, 2024
It was a strange day, for sure. The Treasury rate fell quite a bit, certainly more than I would have expected given the naming of a Treasury Secretary. Of course, the solid 2-yr auction results at 1...
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Stocks / Equities
Markets Do Cartwheels In Response To Traditional Pick For US Treasury Secretary
↗
November 25, 2024
The selection of Scott Bessent, the hedge fund manager as the next US Treasury Secretary was greeted euphorically in the capital markets.
Via
Talk Markets
Topics
Currencies/Forex
Speculator Extremes: Ultra T-Bonds, AUD, 5-Year & USD Index Lead Bullish & Bearish Positions
↗
November 24, 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
Topics
Bonds
Commodities
Currencies/Forex
Peeking At The Future: Using CoT To Assess Hedge Fund, Noncommercial Positions
↗
November 24, 2024
This week, the tech-heavy Nasdaq index rallied 1.9 percent to 20776. The all-time high of 21182 was posted on the 11th (this month) and is within reach. Rally odds grow so long as the index remains...
Via
Talk Markets
Topics
Commodities
Currencies/Forex
Stocks / Equities
Why I Called For SPY Upswing
↗
November 23, 2024
Crude oil showed it was ready to break above $70 – it took manufacturing and services PMI to do so.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Stocks / Equities
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