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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
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
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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
RSVP-Signup Form
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Gold On A Parabolic Rise
↗
November 01, 2024
The logarithmic gold chart is breaking through a resistance that has held since 1981.
Via
Talk Markets
US Job Report May Offer Little Relief Ahead Of Next Week's US Election And Meetings By Half Of The G10 Central Banks
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November 01, 2024
The first of what promises to be two tumultuous weeks is winding down. The US jobs data is the last big event.
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Asia Morning Bites For Friday, Nov 1
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October 31, 2024
Caixin PMIs and Korean trade set the scene for Asia ahead of hurricane-affected US non-farm payrolls tonight.
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Stocks Shatter Rising Wedge Uptrend Ahead Of The Unpredictable Job Report
↗
October 31, 2024
Stocks finished the day lower as technology stocks took a hit following Microsoft and Meta’s results.
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Will Halloween Fear Bring November Cheer For Bondholders?
↗
October 31, 2024
The last two Halloweens capped off a few frightful months for bondholders.
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Higher Volatility Ahead
↗
October 31, 2024
We are just a few days away from the election of the new US president. Of course, the outcome will have a major impact on the financial markets.
Via
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Rubber Band Snapping Back
↗
October 30, 2024
S&P 500 opened with a flush to the 5,840 target, but then started a slow grind higher driven by tech and communications.
Via
Talk Markets
Topics
Stocks
Risks Are Skewing One Way
↗
October 29, 2024
Looking at earnings and market reaction to them, there is quite some daily bullish positioning going on.
Via
Talk Markets
Stocks And Rates Are Nearing Very Important Technical Levels
↗
October 30, 2024
The S&P 500 finished the day down by about 30 basis points, while the Nasdaq 100 closed lower by around 75 basis points.
Via
Talk Markets
Topics
Stocks
Can Paul Tudor Jones And Stanley Druckenmiller Be Wrong?
↗
October 30, 2024
Can famed investors Paul Tudor Jones and Stan Druckenmiller, who recently proclaimed they are short bonds, thus betting on higher yields, be wrong?
Via
Talk Markets
Topics
Bonds
Inflation Threats Make Yield Curve ETFs a Top Trade
October 30, 2024
As inflation risks for the United States economy come back online, the trade for a yield curve steepening becomes the best alternative for investors to watch
Via
MarketBeat
Topics
Bonds
ETFs
Economy
Amid Election Day Tremors Rocking Treasuries, Investors Finally Caught A Break
↗
October 29, 2024
Traders are flipping the page from Gaza to OPEC+.
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Headline Risk Is Rising, But Don’t Stand Aside
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October 29, 2024
Stocks keep coiling near their all-time highs ahead of a slew of Big Tech earnings releases.
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How Sound Is This SPX Recovery
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October 27, 2024
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Stop-Loss Run With Reason
↗
October 24, 2024
S&P 500 didn‘t challenge Tuesday‘s highs, and wasn‘t bid up after the opening bell either.
Via
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Topics
Stocks
Consolidative Tone In FX Ahead Of Key Events And Data
↗
October 29, 2024
A consolidative tone is emerging in the foreign exchange market as the week's key events begin tomorrow.
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Talk Markets
Rates Spark: The Push And Pull Between US And EU Rates
↗
October 28, 2024
If the betting markets are right and Trump wins, then US Treasury yields are likely primed to keep on rising. But a Trump win could at the same time pose issues for eurozone risk assets, putting a bid...
Via
Talk Markets
Topics
Government
Mortgage Rates Hit 7.0 Percent Again, Where To From Here?
↗
October 28, 2024
Let’s discuss the technical and fundamental setup for 30-year mortgage rates and 10-year Treasury yields.
Via
Talk Markets
Mixed Up Market As Oil Slips And Bonds Dip
↗
October 28, 2024
The S&P 500 finished modestly higher as crude oil slipped over 5% on the day.
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Topics
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Are Bond Market Yields Rising Due To A Surge In Trump’s Election Odds?
↗
October 28, 2024
A look at some charts and a corresponding explanation for the surge in 10-year Treasury yields.
Via
Talk Markets
Topics
Government
Weekly Market Pulse: Rose Colored Glasses?
↗
October 28, 2024
Many Americans believe the economy is performing poorly and consumer sentiment is at levels that, in the past, were reserved for much worse conditions than we have today.
Via
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Topics
Economy
It Is A Big Week Of Economic Data As Bearish Technical Patterns Haunt Stocks
↗
October 27, 2024
It will be a big week for earnings and economic data, likely setting the tone for the coming weeks.
Via
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Reading The Future: How To Interpret The Latest CoT Report
↗
October 27, 2024
In September, manufacturing activity was flat m/m at 47.2 percent, which was the sixth consecutive reading of sub-50. Earlier, March’s 50.2 percent broke a 16-month streak of contraction.
Via
Talk Markets
Will The Election Bring A Stock Market Correction?
↗
October 26, 2024
In this week's video, we'll review the latest charts and data to help us answer the question - will the election bring a sharp correction in stocks?
Via
Talk Markets
S&P 500, Nasdaq Rise Sharply Ending 3-Day Losing Streak; Viking Therapeutics Surge, While Capri’s Shares Slump
↗
October 25, 2024
US benchmark equity averages rose on Friday as the market ended a three-day losing streak.
Via
Talk Markets
Topics
Stocks
Are Hopes Of Lower Interest Rates Still Alive?
↗
October 25, 2024
Higher interest rates can make a currency more attractive and thus cause it to rise, and vice versa.
Via
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FX Becalmed Ahead Of The Weekend And Next Week's Big Events
↗
October 25, 2024
The dollar is trading quietly, with a slightly firmer today. There has been little follow-through selling after yesterday's setback.
Via
Talk Markets
Financial Markets Report For Thursday, Oct 24
↗
October 25, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Thursday, October 24.
Via
Talk Markets
Tesla Triumphs While US Bond Yields Hit The Brakes
↗
October 24, 2024
On Thursday, markets breathed a much-needed sigh of relief as the corporate earnings spotlight shifted to Tesla, delivering a mega-cap surprise, sending the stock soaring to nearly 22%.
Via
Talk Markets
It’s All About Oil And Energy Versus Gold And Inflation
↗
October 24, 2024
What a week - after fighting up to all time highs, it’s like the market keeps banging its head on higher highs and then shrinking away.
Via
Talk Markets
Topics
Economy
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