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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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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Daily Market Outlook - Monday, Dec. 9
↗
December 09, 2024
The Chinese mainland and Hong Kong markets have seen strong gains, and government bonds rose following a change in the politburo's language regarding monetary policy.
Via
Talk Markets
Topics
Bonds
Cryptocurrencies
Currencies/Forex
Pairs In Focus - Sunday, Dec. 8
↗
December 08, 2024
Gold markets initially plunged during the course of the trading week, but now they look as if they are starting to find support again. Therefore, I think the yellow metal could potentially find its way...
Via
Talk Markets
Topics
Currencies/Forex
ETFs
The Stock Market Has Entered The Danger Zone
↗
December 07, 2024
It appears that the stock market has finally entered the 'Danger Zone.' In this video, I discuss what to expect from this development.
Via
Talk Markets
Topics
Currencies/Forex
ETFs
Futures
USDJPY Analysis, Price Prediction Forecast
↗
December 07, 2024
US dollar against Japanese Yen this week has been bouncing between two price levels.
Via
Talk Markets
Topics
Currencies/Forex
Week Ahead: 4 G10 Central Banks Meet, Three to Cut, Brazil to Hike 75 bp and US CPI may hold Key to FOMC
↗
December 07, 2024
The US dollar advanced against all the G10 currencies last week but the Swiss franc but turned in a most mixed performance against emerging market currencies.
Via
Talk Markets
Topics
Currencies/Forex
USD/JPY Forecast: Tests Key Support
↗
December 02, 2024
The US Dollar struggles near 150 yen, with potential for a bullish rebound toward 155 yen or further downside driven by interest rate differentials and technical levels.
Via
Talk Markets
Topics
Currencies/Forex
The Impact Of A Potential WWIII On Financial Markets
↗
December 06, 2024
The economic impact of a large-scale war would be profound, affecting various sectors of the financial markets, including stocks, commodities, forex, and cryptocurrencies.
Via
Talk Markets
Topics
Cryptocurrencies
Currencies/Forex
ETFs
The Weekender: US Equity Markets Shine As Shoppers Steal The Spotlight
↗
December 06, 2024
The recent cascade of Fed rate cuts—three-quarters of a percentage point since September with an additional quarter-point on the horizon—has set the stage for a vibrant resurgence in consumer...
Via
Talk Markets
Topics
Currencies/Forex
Economy
Stocks / Equities
Will A Solid US Jobs Report Dampen Expectation For A Fed Cut This Month?
↗
December 06, 2024
There are two broad developments in the G10 currencies ahead of the US jobs report. The euro, Swiss franc, sterling, Swedish krona, and the Canadian dollar are in tight ranges with a heavier bias. The...
Via
Talk Markets
Topics
Currencies/Forex
Economy
Daily Market Outlook - Friday, Dec. 6
↗
December 06, 2024
Risk in Asia declined on Friday amid renewed political tensions in South Korea, causing unease among investors ahead of the crucial U.S. nonfarm payrolls report.
Via
Talk Markets
Topics
Cryptocurrencies
Currencies/Forex
Stocks / Equities
The Cautionary Canary Makes An Appearance Ahead Of NFP
↗
December 05, 2024
Stock market operators across the major US indices hit pause overnight, steeling themselves for potential turbulence as the Labor Department prepares to release the pivotal November jobs data later on...
Via
Talk Markets
Topics
Commodities
Currencies/Forex
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
USD/JPY Forecast: Bulls Reclaim Key Levels
↗
December 05, 2024
The USD/JPY currency pair has seen a resurgence in bullish momentum, with gains extending to the resistance level of 151.22 before stabilizing around 150.00 at the time of writing.
Via
Talk Markets
Topics
Currencies/Forex
Two Trades To Watch: EUR/USD, USD/JPY Forecast - Thursday, Dec. 5
↗
December 05, 2024
EUR/USD rises despite the French government's collapse. USD/JPY falls with BoJ rate hike bets in focus & ahead of jobless claims data.
Via
Talk Markets
Topics
Currencies/Forex
USD/JPY Outlook: Japan and US Rate Decision Eyed
↗
December 05, 2024
PM Ishiba noted on Thursday that the government fully supports the Bank of Japan. US private employers hired 146,000 new workers in November. The US services sector grew less than expected in...
Via
Talk Markets
Topics
Currencies/Forex
Daily Market Outlook - Thursday, Dec. 5
↗
December 05, 2024
Asian markets displayed mixed results on Thursday after Wall Street reached record highs.
Via
Talk Markets
Topics
Cryptocurrencies
Currencies/Forex
Stocks / Equities
Elliott Wave Technical Analysis: U.S. Dollar/Japanese Yen - Thursday, Dec. 5
↗
December 05, 2024
The analysis provides traders with a structured framework to interpret the market’s upward movement.
Via
Talk Markets
Topics
Currencies/Forex
FX Daily: Most Focus Is On The Yen
↗
December 05, 2024
FX markets are consolidating ahead of tomorrow’s big US jobs release and the dollar is a little softer after the ISM Services release disappointed expectations yesterday.
Via
Talk Markets
Topics
Currencies/Forex
Japanese Yen Sticks To Modest Intraday Gains Against Usd; Lacks Follow-through
↗
December 04, 2024
The Japanese Yen (JPY) remains on the front foot against its American counterpart through the Asian session on Thursday, though it lacks follow-through buying amid mixed fundamental cues.
Via
Talk Markets
Topics
Currencies/Forex
Market Liquidity May Not Be As Ample As Some Believe
↗
December 04, 2024
Today, the VIX index was up slightly, and 10-day realized volatility began to rise from its depressed levels, as the S&P 500 moved by 60 basis points instead of its usual 25 bps.
Via
Talk Markets
Topics
Stocks
Stocks / Equities
Busy Wednesday: French Confidence Vote, Fed's Powell Speaks, ADP Jobs Estimate, And Beige Book
↗
December 04, 2024
The dollar is mixed on what will start the critical second half of the week.
Via
Talk Markets
Topics
Currencies/Forex
Economy
Daily Market Outlook - Wednesday, Dec. 4
↗
December 04, 2024
Asian markets declined following South Korea's political turmoil, triggered by a brief declaration of martial law that unsettled investors.
Via
Talk Markets
Topics
Cryptocurrencies
Currencies/Forex
Stocks / Equities
Volatility May Be Due To Increase Significantly Starting Tomorrow
↗
December 03, 2024
10-year rates increased today by roughly four bps to close at 4.23% following a stronger-than-expected JOLTS report.
Via
Talk Markets
Topics
Currencies/Forex
Stocks / Equities
Japanese Yen Struggles To Gain Ground Ahead Of Jibun Bank Services PMI Data
↗
December 03, 2024
The Japanese Yen (JPY) trades in negative territory on Wednesday. The upbeat US Manufacturing PMI data and job openings data this week indicated that the US economy remains robust, lifting the...
Via
Talk Markets
Topics
Currencies/Forex
Economy
We Need To Tick One More Box To Unleash The Bulls
↗
December 03, 2024
Stocks are still hanging around their all-time highs, while the Nasdaq has yet to register a new one in a couple of weeks.
Via
Talk Markets
Topics
Cryptocurrencies
Currencies/Forex
ETFs
USD/JPY Forecast: Currency Pair Of The Week
↗
December 03, 2024
The USD/JPY has rebounded to around 150.00 area after testing a multi-week low near the 149.00 handle on Monday on the on the back of dovish comments from Fed’s Waller, who said he’s inclined to cut...
Via
Talk Markets
Topics
Currencies/Forex
Economy
Daily Market Outlook - Tuesday, Dec. 3
↗
December 03, 2024
Since the recent US limitations on Chinese access to critical semiconductor and AI components weren’t as harsh as anticipated, most Asian markets witnessed gains overnight.
Via
Talk Markets
Topics
Artificial Intelligence
Cryptocurrencies
Currencies/Forex
USD/JPY Forecast: Struggles Below 150
↗
December 03, 2024
The US dollar initially did try to recover against the Japanese yen during the trading session on Monday, but a lower than anticipated manufacturing PMI number may have been a bit of a problem.
Via
Talk Markets
Topics
Currencies/Forex
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
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