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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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
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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
Bond Fund Seminar
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Updated: 4:15 PM EDT, Apr 15, 2026
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Market Talk - Wednesday, Nov. 29
↗
November 29, 2023
The oil markets had a mixed day today.
Via
Talk Markets
Year-End Stock Market Rally: Myth Or Reality?
↗
November 29, 2023
As the end of the calendar year approaches, whispers of a stock market rally begin to circulate among investors and financial analysts.
Via
Talk Markets
RBNZ Kept Interest Rates At The Same Level
↗
November 29, 2023
The Central Bank of New Zealand left the money rate unchanged at 5.5% on Wednesday but noted that inflation remains too high and that further policy tightening may be needed if price pressures do not...
Via
Talk Markets
Topics
Economy
Two Trades To Watch: DAX, GBP/USD - Wednesday, Nov. 29
↗
November 29, 2023
GBP USD has risen to 1.27 its highest level thin since late August, amid a weaker US dollar and after fighting talk from Bank of England governor Andrew Bailey.
Via
Talk Markets
Market Talk - Tuesday, Nov. 28
↗
November 28, 2023
Over the five-day weekend from Thanksgiving Day through Cyber Monday, a record 200.4 million shoppers visited stores and online platforms, according to the National Retail Federation.
Via
Talk Markets
Stock Market Topping
↗
November 16, 2023
Stock Indices are completing a corrective Wave iv).
Via
Talk Markets
Germany Tops Out
↗
November 11, 2023
DAX Chart Analysis: Identifying a Clear and Rounded Top Formation
Via
Talk Markets
The RBA May Take A Less Hawkish Stance
↗
November 28, 2023
Falling retail sales in Australia have raised hopes of weaker inflation, which may prompt the Reserve Bank to take a less hawkish stance.
Via
Talk Markets
Topics
Economy
Two Trades To Watch: DAX, GBP/USD Forecast - Tuesday, Nov. 28
↗
November 28, 2023
GBP/USD is holding steady at a three-month high after gains in the previous session.
Via
Talk Markets
The Inflow Of Funds Into Global Funds Indicates That Investors Expect Further Growth Of Indices
↗
November 27, 2023
Hedge funds and investors continue to invest in the market with the expectation that the rally will continue into December.
Via
Talk Markets
ECB Minutes Indicated "High Levels For A Long Time"
↗
November 24, 2023
The minutes of the latest ECB meeting confirmed the more cautious tone that ECB President Christine Lagarde had already shown in a press conference in October.
Via
Talk Markets
Two Trades To Watch: DAX, USD/JPY Forecast - Friday, Nov. 24
↗
November 24, 2023
USD/JPY is falling after Japanese inflation ticked higher and following mixed PMI data.
Via
Talk Markets
Topics
Economy
The UK Has Presented A Fall Budget
↗
November 23, 2023
UK Chancellor Jeremy Hunt delivered his fall budget yesterday. The main changes were taxes, namely the percentage of national income tax that 27 million people in the UK will be subject to was...
Via
Talk Markets
Restrictions On Exports To China Overshadow Future Prospects
↗
November 22, 2023
Shares of Nvidia Corporation's Asian suppliers fell on Wednesday. Nvidia noted a significant drop in future revenue from China, citing the impact of US restrictions on exports of artificial...
Via
Talk Markets
Topics
Artificial Intelligence
Supply Chain
The Holiday Shopping Season Provides Support For US Stock Indices
↗
November 21, 2023
Favorable outlooks for the holiday shopping season are lending support to stocks.
Via
Talk Markets
PBOC Left Key Rates Unchanged; OPEC+ Plans To Cut Production To Support Oil Prices
↗
November 20, 2023
As early as next Sunday, OPEC+ will consider deepening oil production cuts. This could lead to a sharp gap at the market opening on Monday, November 27.
Via
Talk Markets
Two Trades To Watch: GBP/USD, DAX Forecast - Monday, Nov. 20
↗
November 20, 2023
GBP/USD has risen above the 200 SMA, which, combined with the RSI above 50 keeps buyers optimistic for further upside.
Via
Talk Markets
Oil Prices Fell To A 4-Month Low
↗
November 17, 2023
Crude oil and gasoline prices fell sharply on Thursday, with crude oil falling to a 4-month low and gasoline falling to an 11-month low.
Via
Talk Markets
Topics
Energy
Two Trades To Watch: GBP/USD, DAX Forecast - Friday, Nov. 17
↗
November 17, 2023
GBP/USD is heading lower as the USD steadies and after UK retail sales unexpectedly fell in October.
Via
Talk Markets
FTSE Lags EU And US Markets, But Time For Catch Up With Global Indices?
↗
November 16, 2023
We are now in mid-November and US stock markets are enjoying one of their best phases this year, all thanks to optimism that interest rates will start to come down in the not-too-distant future.
Via
Talk Markets
Japan's GDP Contracted In The Third Quarter
↗
November 15, 2023
Japan's gross domestic product contracted by 0.5% in Q3. On an annualized basis, Japan's economy contracted by 2.1%, well above expectations of a 0.6% contraction and a sharp pullback from the 4.5%...
Via
Talk Markets
Topics
Economy
Two Trades To Watch: GBP/USD, DAX Forecast
↗
November 15, 2023
The pound is falling after UK inflation cooled by more than expected, fueling bets that the BoE could be done raising interest rates.
Via
Talk Markets
Topics
Economy
Market Talk - Tuesday, Nov. 14
↗
November 14, 2023
The major European stock markets had a green day today.
Via
Talk Markets
Germany (DAX Index) About To Send A Critical Message To Stocks In The States
↗
November 14, 2023
A look at the long-term “monthly” chart of the German DAX index. The trend remains up.
Via
Talk Markets
Market Talk - Monday, Nov. 13
↗
November 13, 2023
The major Asian stock markets had a mixed day today.
Via
Talk Markets
Pairs In Focus This Week - Sunday, Nov. 12
↗
November 12, 2023
The euro fell a bit against the US dollar during the trading week, as the 50-week EMA offered a significant resistance barrier. The euro is still in a parish flag, so it’ll be interesting to see how...
Via
Talk Markets
Market Talk - Friday, Nov. 10
↗
November 10, 2023
Prices are declining again in China, raising concerns about the possibility of deflation as households and businesses remain cautious about spending.
Via
Talk Markets
Topics
Economy
Recovery Conditions Are Forming For Oil
↗
November 10, 2023
Given renewed market concerns about Chinese demand and the broader macro outlook, oil prices are likely to recover in the coming trading sessions.
Via
Talk Markets
DAX Is Looking For A Bigger Recovery After A Pullback
↗
November 09, 2023
DAX is looking for a bigger recovery after A pullback from a technical point of view and from the Elliott wave perspective.
Via
Talk Markets
China Is Once Again Facing Disinflation Problems
↗
November 09, 2023
In China, the latest data showed that both consumer and producer inflation fell in October, bringing the country into disinflation territory for the second time this year.
Via
Talk Markets
Topics
Economy
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