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home
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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Back Dated Performance Reports
Quarterly Performance Reports
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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
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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
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iShares 20+ Year Treasury Bond ETF
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Updated: 4:15 PM EDT, May 15, 2026
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Wall Street Eye Worst Week In 3 Months As Tech Sector Falters; Oil Falls, Bitcoin Hits 1-Month Peak: What's Driving Market Friday?
↗
July 19, 2024
Wall Street set to close in red, indices down as CrowdStrike's tech outage causes disruptions across sectors. Nasdaq 100 worst week in 3 months.
Via
Benzinga
Elliott Wave Analysis: Bitcoin, Ethereum, Gold, Silver, And Top Commodities
↗
July 16, 2024
In-depth Commodity Market Elliott Wave Analysis for Bitcoin, Ethereum, Gold, Silver, and more.
Via
Talk Markets
Dow Rallies To All-Time Highs, Small Caps Outperform Tech, Gold Hits Records On Heightened September Rate Cut Bets: What's Driving Markets Tuesday?
↗
July 16, 2024
Wall Street continues to experience a series of memorable days, with the bulls riding the rally with increasing confidence, certain that the Federal Reserve will begin cutting interest rates in...
Via
Benzinga
Topics
Economy
Stocks
Could the Economy be Bottoming? Major Bank's Earnings Say Yes
July 16, 2024
Bank of America earnings now show investors just how close interest rate cuts could be in the market. Strong investment banking results show upside
Via
MarketBeat
Topics
Credit Cards
Economy
Investment Company's Earnings Hint at Rate Cuts: Stock Forecast
July 16, 2024
BlackRock just released its quarterly earnings results, and investors now have an insight into what its clients are being advised to do
Via
MarketBeat
Topics
Credit Cards
Economy
Fed Rate Cuts – A Signal To Sell Stocks And Buy Bonds?
↗
July 16, 2024
With both economic and inflation data continuing to weaken, expectations of Fed rate cuts are rising.
Via
Talk Markets
Topics
Economy
SPDR ETF Report For Monday, July 15
↗
July 16, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Monday, July 15.
Via
Talk Markets
Topics
ETFs
Powell Praises Latest Inflation Progress, Hints At Imminent Rate Cuts, Warns He's 'Very Worried' About Unsustainable National Debt
↗
July 15, 2024
Powell believes inflation is moving towards 2% target, allows for rate cuts. He expresses concern over U.S. debt and dismisses hard landing fears.
Via
Benzinga
Topics
Economy
Investors Pay Attention To Major Macro Arora Call After Trump Assassination Attempt, Whales Buying
↗
July 15, 2024
To gain an edge, this is what you need to know today.
Via
Benzinga
Topics
Government
Technical Market Report For July 13, 2024
↗
July 13, 2024
The market had a good week last week. Breadth broadened and the mid and small cap indices were stronger than the blue chips.
Via
Talk Markets
AskSlim Market Week - Friday, July 12
↗
July 12, 2024
An analysis and commentary on the financial markets.
Via
Talk Markets
Ultra-Short Obligation Funds See Largest Weekly Inflow Since 2021, Attracting $1.5 Billion
↗
July 12, 2024
This past week, investors were overall net purchasers of fund assets (including both conventional funds and ETFs) for the ninth week in 11, adding a net $39.9 billion.
Via
Talk Markets
Stocks Show Mixed Reactions To June Producer Inflation Data
↗
July 12, 2024
Markets react to June PPI rising 0.2% MoM, exceeding forecasts. Annual surge in headline number and core PPI also beat expectations.
Via
Benzinga
Topics
Economy
Now The Market Just Needs The Rate Cuts
↗
July 12, 2024
There is clearly something magical in seeing an inflation measure carry a negative sign. Now the market just needs actual rate cuts from the U.S. Federal Reserve.
Via
Talk Markets
Topics
Economy
U.S. Weekly FundFlows Insight Report: General U.S. Treasury ETFs Take In $1.4 Billion, Eleventh Consecutive Weekly Inflow
↗
July 12, 2024
Spot bitcoin ETFs saw an inflow (+$679 million) over the week—marking the largest inflow since the first week of June despite five straight weeks of negative returns.
Via
Talk Markets
Topics
ETFs
SPDR ETF Report For Thursday, July 11
↗
July 12, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Thursday, July 11.
Via
Talk Markets
Topics
ETFs
Tech Stocks Tumble As Small Caps, REITs, Gold Miners Rally; Soft June Inflation Ignites Rate Cut Expectations: What's Driving Markets Thursday?
↗
July 11, 2024
A lower-than-expected inflation report for June caused wild market reactions, leading to a surge in traders’ expectations of Federal Reserve rate cuts and boosting assets that are particularly...
Via
Benzinga
Topics
Economy
Inflation Data Sparks Rush For Gold, Real Estate, Treasuries, Yen: Traders See September Rate Cut As Done Deal
↗
July 11, 2024
US inflation slows in June, increasing expectations for rate cuts. Bonds, real estate stocks rally as investors bet on lower interest rates.
Via
Benzinga
Topics
Economy
Inflation Slows More Expected To 3% In June, Heightens Expectations For Rate Cuts: Treasury Yields Tumble
↗
July 11, 2024
The US CPI slows in June, signaling progress toward Fed target and expectations for rate cuts.
Via
Benzinga
Topics
Economy
SPDR ETF Report For Wednesday, July 10
↗
July 11, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Wednesday, July 10.
Via
Talk Markets
Topics
ETFs
June Inflation Report Expected To Show Cooler Pricing, But Consumers Feel Financial Strain
↗
July 10, 2024
Expected to be another confidence builder, June's inflation report will show prices have ebbed but still rose 3.1%, indicating significant pressure on consumers.
Via
Benzinga
Topics
Economy
SPDR ETF Report For Tuesday, July 9
↗
July 10, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Tuesday, July 9.
Via
Talk Markets
Topics
ETFs
Five ETFs That Investors Loved Last Week
↗
July 09, 2024
Wall Street was on a smooth ride last week, with the S&P 500 and Nasdaq Composite Index each having their best week since April, rising 1.9% and 3.5%, respectively.
Via
Talk Markets
Topics
ETFs
Stocks
June Inflation Report In Focus: Could It Seal The Deal For September Rate Cut?
↗
July 09, 2024
Investors await June CPI report to solidify expectations of rate cuts, as market predicts 71% chance of cut in September. Economists predict slight decline in inflation, with used car prices down and...
Via
Benzinga
Topics
Economy
Powell Says Labor Market 'Strong, Not Overheated': Fed Chair Awaits 'Right Moment' To Cut Interest Rates
↗
July 09, 2024
Powell says inflation must sustainably reach 2% before rate cuts, economy no longer overheated. Market reacts with slight hawkishness.
Via
Benzinga
Topics
Economy
Tuesday Talk: Bitcoin And Boeing
↗
July 09, 2024
Bitcoin and Boeing are not directly related but both are in the news. Bitcoin continues to hover and fall and Boeing is hoping to move ahead after making a plea agreement with the Justice Dept.
Via
Talk Markets
SPDR ETF Report For Monday, July 8
↗
July 09, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Monday, July 8.
Via
Talk Markets
Topics
ETFs
This VIX Whale Trade Should Make You Nervous
↗
July 08, 2024
The S&P 500 is hitting all-time highs on a regular, almost serial basis these days. When the market lets the good times roll, they roll indeed.
Via
Talk Markets
Topics
Stocks
Inflation And The Economy Slow, Real Rates Rise, And The Fed Is Behind The Curve
↗
July 08, 2024
There is more of a stock market correction in store this summer (of perhaps 10%) - even if for no other reason than mean reversion and the fact that stocks simply can’t go up in a straight line...
Via
Talk Markets
Topics
Economy
A New Fund Sporting a 62% Dividend Yield
↗
July 08, 2024
Rising interest rates generate negative returns for bond funds. To match higher yields, bond prices have to fall. In a higher-for-longer interest rate world, investors need alternatives to traditional...
Via
Talk Markets
Topics
Bonds
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