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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
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TAF sm Program
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Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Event Schedule
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Market Value Securities (MVS sm) Presentation
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Calendar of Events
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Investing During Uncertain Times
Read FULL Seminar Here
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Risk Assets Are Breaking Down Due To A Surging Dollar And Higher Rates
↗
November 12, 2024
Global stock markets are struggling as rates rise and the dollar strengthens.
Via
Talk Markets
Secular Bear Market Will Begin In Trump’s 2nd Term
↗
November 12, 2024
We discuss the reasons why a secular bear market will begin sometime in the next four years. Its a commentary on the conditions, not on Trump or his policy.
Via
Talk Markets
Topics
Government
Financial Markets Report For Monday, Nov 11
↗
November 11, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Monday, November 11.
Via
Talk Markets
Weekly Market Pulse: Turn, Turn, Turn
↗
November 11, 2024
Stocks – and especially small and mid-cap stocks – rose as if the new Trump term will usher in a boom while bonds acknowledged no such likelihood.
Via
Talk Markets
Topics
Bonds
Government
The Dollar Remains Bid, While The Euro And Swiss Franc Are Sold Through Last Week's Lows
↗
November 11, 2024
The dollar is bid to start the new week. It has taken out last week's high against the Swiss franc, and the euro has been sold through last week's lows.
Via
Talk Markets
Rates Back Up More
↗
November 06, 2024
The Treasury market continues to sell off, with a rate backup that began in mid-September.
Via
Talk Markets
What’s The Best Game In Town
↗
November 10, 2024
S&P 500 went up again after Friday‘s opening bell, yet the second day of rising bond prices led to rotations favoring defensives.
Via
Talk Markets
Topics
Bonds
Using CoT To Analyze The Near Future
↗
November 10, 2024
Long rates likely rallied expecting a whole host of things during Trump presidency – from rising odds of a soaring budget deficit to resurging inflation to higher economic growth to pure technicals.
Via
Talk Markets
Topics
Economy
Government
AskSlim Market Week - Friday, Nov. 8
↗
November 08, 2024
An analysis and commentary on the financial markets.
Via
Talk Markets
Accumulate Exactly These Assets
↗
November 08, 2024
Yields duly paused their rise yesterday, and I say that Treasuries going sideways or at least not plunging fast, is precisely what the doctor ordered for S&P 500 bulls.
Via
Talk Markets
Topics
Stocks
Searching For Direction
↗
November 08, 2024
The capital markets have been choppy as pre-existing positioning meets new thoughts on the implications of a second Trump administration.
Via
Talk Markets
Topics
Government
Financial Markets Report For Thursday, Nov 7
↗
November 07, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Thursday, November 7.
Via
Talk Markets
Perception Points To Smooth Sailing Into Year-End
↗
November 07, 2024
The story isn’t just about the rally itself but also about the remarkable volatility collapse paving the way for these gains.
Via
Talk Markets
Volatility Melt Sends Stocks Higher Following The U.S. Election
↗
November 07, 2024
Stocks rose sharply following the US election as the VIX melts.
Via
Talk Markets
Topics
Stocks
Here’s What We Really Got From The Fed Today
↗
November 07, 2024
We got another cut today, and parsing out its statement is unusually easy because they’re some of the shortest-ever remarks ever released around a rate cut, at least in recent memory.
Via
Talk Markets
Topics
Economy
Risk-On Sentiment For US Stocks Accelerates
↗
November 07, 2024
The appetite for US equity risk has wobbled in recent months, but on the first trading day after Trump’s election victory, the bullish signaling revived on several fronts, based on numerous sets of ETF...
Via
Talk Markets
Topics
ETFs
Government
Will The Fed Kill The Trump Trade?
↗
November 07, 2024
Futures point to the post-election rally continuing when US equity markets open later this morning.
Via
Talk Markets
Topics
Economy
Government
Serenity Now
↗
November 07, 2024
The markets are calmer after yesterday's post-US election drama. A consolidative tone has emerged in the foreign exchange market, and the dollar is softer against all the G10 currencies.
Via
Talk Markets
Gold Correction After Trump's Election: Why 2024 Is Not 2016
↗
November 07, 2024
In 2016, the Republican candidate's victory in the US presidential election led to a €100 drop in the price of gold in euros, with the price falling from €1,180 to €1,080 in the four weeks following...
Via
Talk Markets
Topics
Government
Financial Markets Report For Wednesday, Nov 6
↗
November 06, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Wednesday, November 6.
Via
Talk Markets
Stocks Explode Higher As Implied Volatility Drops Sharply Following Trump Win
↗
November 06, 2024
The most significant moves were in the FX and rates markets, with the 10-year yield climbing by 16 basis points to close around 4.44%, breaking above the long-term downtrend that began in October...
Via
Talk Markets
Topics
Government
Forget Fear - The Markets Are In Full-On “Greed Mode”
↗
November 06, 2024
If you’ve been watching the markets for a while, you’ll know they’ve been anticipating the outcome of the election for a few weeks now. Price action “knew” how it was going to play out.
Via
Talk Markets
Bears Misjudged These 3 ETFs: Where Investors Can Find Upside
November 06, 2024
Recent short-selling bets have raised the question of whether these bears are on the wrong side of the market. It turns out they are.
Via
MarketBeat
Topics
Bonds
ETFs
Economy
Financial Markets Report For Monday, Nov 4
↗
November 04, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Monday, November 4.
Via
Talk Markets
Asia Morning Bites For Tuesday, Nov 5
↗
November 04, 2024
Softer Korean inflation and RBA decision - but most attention in Asia will be focussed on the political events in the US for the next day or so.
Via
Talk Markets
Topics
Economy
Weekly Market Pulse: Election Anxiety
↗
November 04, 2024
The election this week appears to be a tossup, the outcome dependent on how a few swing states vote.
Via
Talk Markets
Sell Now Or Later
↗
November 03, 2024
Caution, the put to call chart screams the fear is running high, regardless of S&P 500 closing higher than where Friday premarket took it. Just what could that mean?
Via
Talk Markets
Topics
Stocks
Per COT, Peek Into Future Through Futures, How Hedge Funds Are Positioned
↗
November 03, 2024
In the event macro data continues to surprise on the upside, it is probable they will have to price out one or two cuts in the months ahead, as they have done the last several weeks.
Via
Talk Markets
Grading On The Curve
↗
November 01, 2024
Since the Federal Open Market Committee lowered rates in September, Treasury yields have moved in the opposite direction across both the long and short ends of the yield curve.
Via
Talk Markets
Wild Week In The Markets
↗
November 01, 2024
We've come to the end of a long, wild week in the markets and we're heading into what promises to be an even wilder week.
Via
Talk Markets
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