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home
about us
Investment Approach
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Firm ADV PDFs
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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
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
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
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+2.67 (+4.39%)
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Updated: 8:00 PM EDT, Mar 27, 2026
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SPDR ETF Report For Tuesday, Jan 21
↗
January 21, 2025
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Tuesday, January 21.
Via
Talk Markets
Topics
ETFs
Stocks / Equities
Stocks And Precious Metals Charts - The U.S. Dollar Fell
↗
January 21, 2025
Stocks rallied. The VIX fell to a new near term low.
Via
Talk Markets
Topics
Commodities
Currencies/Forex
Futures
How Markets Did On The First Day Of Trump Ii
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January 21, 2025
We’ve been through the “Trump rally”, the “Trump slump,” the “Trump bump,” and now just Trump, as the first full trading day of the new administration comes to a close.
Via
Talk Markets
Topics
Futures
Government
Stocks / Equities
Trump’s Fossil Fuel Expansion Could Derail Clean Energy Momentum
↗
January 21, 2025
Commodities tied to clean energy and electrification showed resilience in 2024, despite the global manufacturing slowdown and President Donald Trump’s roll back of “green” agenda items.
Via
Talk Markets
Topics
Commodities
Government
Gold, Silver Rallying Despite West Not Getting Involved
↗
January 16, 2025
Via
Talk Markets
Topics
Commodities
Weekly Precious Metals Update - Trump’s First Day
↗
January 21, 2025
The temporary reprieve in tariff policy caused tariff-sensitive assets, such as the U.S. Dollar, to weaken, benefiting gold and silver prices.
Via
Talk Markets
Topics
Commodities
Government
World Trade
Hong Kong Index Rises For The 6th Consecutive Session
↗
January 21, 2025
Hong Kong’s stock market rose by 142 points on Tuesday morning, marking its sixth session of gains and holding at its highest level in three weeks.
Via
Talk Markets
Topics
Commodities
Stocks / Equities
Gold Strengthening But Silver & Miners Lagging
↗
January 20, 2025
Gold has rallied back close to its all-time high and closed $6/oz off its all-time weekly high.
Via
Talk Markets
Topics
Commodities
ETFs
Gold & Silver Consolidating Recent Highs, Poised For Next Leg Higher
↗
January 20, 2025
Gold has created a triangle wedge consolidation pattern since making its all time high back in October, 2024.
Via
Talk Markets
Topics
Commodities
The Gold Update: Gold Gets Close, But No Cigar
↗
January 19, 2025
Gold’s price on Thursday came within just five points (at 2758) of eclipsing the weekly parabolic Short trend level of 2763 which would have flipped said trend to Long.
Via
Talk Markets
Topics
Commodities
Futures
Market Minute: Inflation Dips, Bank Earnings Pop, Stocks Soar
↗
January 19, 2025
Investors are rejoicing after a second round of slightly cooler inflation figures. Stocks are surging, gold and silver are rallying, and interest rates and the dollar are dropping.
Via
Talk Markets
Topics
Economy
Stocks / Equities
A Pivotal Turning Point For The Stock Market
↗
January 18, 2025
Stock market sentiment, trends, and money flows all seem to be warning of one last, big rally -- or that a stock market crash could start.
Via
Talk Markets
Topics
Bonds
ETFs
Futures
Gold And Silver Futures And The EFP Market Explained
↗
January 17, 2025
The gold and silver EFP market has been in the news quite a bit over the past few weeks.
Via
Talk Markets
Topics
Commodities
Futures
China’s GDP Data Beat Expectations Of 5%
↗
January 17, 2025
China’s economy grew at an annualized rate of 5.4% in the fourth quarter of 2024, accelerating from 4.6% in the third quarter and beating expectations of 5%.
Via
Talk Markets
Topics
Commodities
Currencies/Forex
Economy
Metal Markets Report For Thursday, Jan 16
↗
January 17, 2025
In this video, Ira Epstein reviews the day's trading in the gold and other relevant metal markets.
Via
Talk Markets
Topics
Commodities
Silver Price Forecast: XAG/USD Maintains Position Above $30.50 Amid Strong Chinese Data
↗
January 17, 2025
Silver price (XAG/USD) holds steady after three consecutive days of gains, trading near $30.80 per troy ounce during the Asian session on Friday.
Via
Talk Markets
Topics
Commodities
Stocks And Precious Metals Charts - Lower Highs And Lower Lows
↗
January 16, 2025
Stocks attempted to continue their rallied, but failed. And the major indices went out on the lows.
Via
Talk Markets
Topics
Commodities
Currencies/Forex
Futures
Gold And Silver: Navigating The Shifting Sands Of A Dynamic Market
↗
January 16, 2025
Gold and silver have weathered centuries of change, and are to continue shining brightly as anchors of stability in a turbulent world.
Via
Talk Markets
Topics
Commodities
Silver’s Upside Target: Almost There
↗
January 16, 2025
Since silver is known for fake breakouts, seeing a breakout there should NOT be viewed as a buy signal.
Via
Talk Markets
Topics
Commodities
Stocks / Equities
Oil Reached The $80 Per Barrel
↗
January 16, 2025
WTI crude oil prices climbed above $80 a barrel on Thursday, developing a 3% gain from the previous session and trading near the highest level since mid-July last year amid rising global supply risks.
Via
Talk Markets
Topics
Commodities
Currencies/Forex
Stocks / Equities
Metal Markets Report For Wednesday, Jan 15
↗
January 16, 2025
In this video, Ira Epstein reviews the day's trading in the gold and other relevant metal markets.
Via
Talk Markets
Topics
Commodities
The 5 Most Important Gold Charts In 2025
↗
January 16, 2025
2025 could be more significant because Gold and the precious metals sector is on the cusp of more meaningful breakouts in 2025.
Via
Talk Markets
Topics
Commodities
ETFs
Stocks Are Trying To Carve Out A Bottom - Here’s What I Think
↗
January 15, 2025
The markets’ mood has soured - that much is obvious. There are worries about inflation - also obvious if you look at the bond market.
Via
Talk Markets
Topics
Bonds
Commodities
Cryptocurrencies
Silver Price Forecast: XAG/USD Rallies Past 200 And 50-day SMAs
↗
January 15, 2025
Silver's price stages a comeback, rising above the 50-day Simple Moving Average (SMA) at $30.32 and eyeing a break of the 100-day SMA.
Via
Talk Markets
Topics
Commodities
Stocks And Precious Metals Charts - Dovish CPI
↗
January 15, 2025
VIX fell down smashing into its moving averages. Gold and silver rallied.
Via
Talk Markets
Topics
Commodities
Currencies/Forex
Futures
The Goldbugs Could Be Getting Ready For Another Outing
↗
January 15, 2025
There are increasing signs that the consolidation in the gold and silver markets should soon be over. The headwinds are dying down.
Via
Talk Markets
Topics
Commodities
Futures
Metal Markets Report For Tuesday, Jan 14
↗
January 15, 2025
In this video, Ira Epstein reviews the day's trading in the gold and other relevant metal markets.
Via
Talk Markets
Topics
Commodities
SPDR ETF Report For Tuesday, Jan 14
↗
January 15, 2025
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Tuesday, January 14.
Via
Talk Markets
Topics
ETFs
Stocks / Equities
Stocks And Precious Metals Charts - Stocks Finished Mixed
↗
January 14, 2025
There will be an option expiration on Friday.
Via
Talk Markets
Topics
Commodities
Currencies/Forex
Futures
Silver’s Time To Shine Is Here – Get Ready
↗
January 14, 2025
Silver tends to outperform the rest of the precious metals sector close to the end of a given rally. We’re not there yet.
Via
Talk Markets
Topics
Commodities
Currencies/Forex
Futures
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