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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
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Quarterly Performance Reports
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MVS Program
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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
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Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
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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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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
Gold Miners Enter The Bears Den
↗
November 19, 2024
Via
Talk Markets
The Return Of The Inflation Dragon
↗
November 16, 2024
Markets are notoriously slow to move on threats they can’t fully quantify, and inflation forecasts haven’t exactly set the world on fire.
Via
Talk Markets
Topics
Economy
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
Financial Markets Report For Friday, Nov 22
↗
November 22, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Friday, November 22.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
Nail-Biting On The Nvidia Quarter And Bond Vigilantes Vs. The Flight-To-Safety Crew
↗
November 20, 2024
There may be another explanation for the weakness in the US Treasury 10-year note prices, i.e. interest rates rising and it is not fear of renewed inflation.
Via
Talk Markets
Topics
Bonds
Stocks / Equities
Financial Markets Report For Tuesday, Nov 19
↗
November 19, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Tuesday, November 19.
Via
Talk Markets
Asia Morning Bites For Wednesday, Nov 20
↗
November 19, 2024
Asian market sentiment is so far shaking off the worsening geopolitical tension.
Via
Talk Markets
Bottoming Signs Or Not
↗
November 19, 2024
S&P 500 didn‘t decline below Friday‘s lows, and opening bell‘s selling was steeply reversed within one hourly candle.
Via
Talk Markets
Topics
Stocks
Financial Markets Report For Monday, Nov 18
↗
November 18, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Monday, November 18.
Via
Talk Markets
Markets Mixed Monday: NVIDIA Forecast And More
↗
November 18, 2024
Market indexes fought back from a temporary dip into the red this morning, with every major index aside from the Dow closing in the green to start a new trading week.
Via
Talk Markets
Topics
Stocks
Global Trends Signal A Calm Day Ahead For Asia
↗
November 18, 2024
So, where does that leave us? Somewhere between boundless optimism and cautious despair.
Via
Talk Markets
Stocks Manage To Rise As The Dollar And Rates Retreat – For Now
↗
November 18, 2024
Rates dipped slightly today, with the 10-year Treasury falling by about two basis points and the dollar index declining by 40 basis points, providing some relief to risk assets.
Via
Talk Markets
Weekly Market Pulse: What Trump Bump?
↗
November 18, 2024
Politics has always been an emotional activity and it should not influence your investment portfolio; emotion is the enemy of investors.
Via
Talk Markets
Topics
Government
Gold In A Trump Era: Rock Still Beats Paper
↗
November 17, 2024
We look at the direction of gold in the context of announced Trump policies, the USD debate and comical debt markets.
Via
Talk Markets
Topics
Government
Stocks Pull Back After Initial Election Euphoria. Big Rotation In Sectors And Assets Classes.
↗
November 17, 2024
Stocks finished the week broadly lower, giving back more than half of the post-election gains. Small-cap stocks, the recent darlings, as well as rate sensitive stock took the biggest hit.
Via
Talk Markets
Peeking Into The Future Via CoT - Futures, How Hedge Funds Are Positioned
↗
November 17, 2024
Inability to rally to a new high after coming so close is not encouraging news for small-cap bulls. All other major equity indices have left their highs from 2021 and 2022 behind, but not the Russell...
Via
Talk Markets
Buy The Blood In The Streets?
↗
November 16, 2024
Today's article talking ES, yields, VIX, PMs and oil, and more.
Via
Talk Markets
Topics
Stocks
Weekend Reading – BBB Edition
↗
November 16, 2024
It’s all a bit weird. The 10 year T-note has jumped from 3.6% to 4.5% even though the Fed has signaled that they’re going to cut rates to 3%.
Via
Talk Markets
Topics
Economy
You Need To Take This Selloff Seriously
↗
November 15, 2024
While these dips don’t seem statistically significant - and they might not be - they’re a harbinger of some big, big moves.
Via
Talk Markets
My SPX Support – Now What
↗
November 15, 2024
The S&P 500 held up till a bit hotter than expected PPI came, setting the daily tone in twists and turns.
Via
Talk Markets
Topics
Stocks
Financial Markets Report For Thursday, Nov 14
↗
November 14, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Thursday, November 14.
Via
Talk Markets
Here's How Billionaire Ken Fisher's Hedge Fund Made $14 Billion Last Quarter
↗
November 14, 2024
Legendary investor Ken Fisher's hedge fund grew the value of its portfolio by more than $14 billion dollars in the last quarter.
Via
Benzinga
10-Year US Treasury Yield ‘Fair Value’ Estimate - Thursday, Nov. 14
↗
November 14, 2024
The market premium for the US 10-year Treasury yield rose in October. The increase marks the first time since April that the premium increased.
Via
Talk Markets
Financial Markets Report For Wednesday, Nov 13
↗
November 13, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Wednesday, November 13.
Via
Talk Markets
Equity Exuberance And Fixed Income Foreshadowing
↗
November 13, 2024
While U.S. equity markets have typically rallied following a presidential election, the bond market’s movements have historically shown less of a directional trend.
Via
Talk Markets
Topics
Bonds
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