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home
about us
Investment Approach
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Market Analysis Summary
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Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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
FIP
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
Featured Quarterly Newsletter
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Stocks Inch Up, Bonds Dip; Tesla And EVs Rally; Oil Tops $83: What's Driving Markets Monday?
↗
July 01, 2024
It’s a mixed start to the week on Wall Street, with major large-cap indices slightly above the break-even point by midday trading in New York.
Via
Benzinga
Manufacturing Contracts More Than Expected In June, 'Putting Pressure On Profitability': Yields Rise, Stocks Fall
↗
July 01, 2024
US manufacturing sector deteriorated more than expected in June, with contraction for third month in a row. Production down, demand weak, prices cooling.
Via
Benzinga
Why The SPY Reversed
↗
June 30, 2024
The S&P 500 surged well into the data release on Friday, only to then reverse in a four-hour selling streak. Was there some kind of sectoral culprit? No, long-dated bonds did it – in other words, the...
Via
Talk Markets
Topics
Bonds
Stocks
CoT Report - We Look At What Large Specs, Hedge Funds Are Buying
↗
June 30, 2024
The dot plot’s rates outlook is one fewer than what the futures market is pricing in. These traders are betting there will be one cut each in September and December. Early this year, they expected six...
Via
Talk Markets
Record Demand For Stellar 20Y Auction
↗
June 18, 2024
The high yield of 4.452% was below last month's 4.635% and the lowest since January's 4.423%.
Via
Talk Markets
S&P Surges To Best Election Year H1 Since 1976 As Rate-Cut Hopes & Macro Data Collapse
↗
June 29, 2024
Year-to-date, it has been all mega-cap tech all the time, dragging the S&P and Nasdaq up dramatically (decoupling from The Dow and Small Caps with Trannies in the red in H1). Breadth remains dreadful -...
Via
Talk Markets
Topics
Stocks
Major Markets July Report
↗
June 29, 2024
In this video, we are going to go over the primary waves of major markets for July.
Via
Talk Markets
Wall Street Falters Despite Drops In Fed's Favorite Inflation Rate; Energy Stocks, Yields Rise On Trump's Debate Performance: What's Driving Markets Friday?
↗
June 28, 2024
Wall Street experienced a lackluster session during midday trading in New York, with major indices inching slightly lower despite the arrival of positive inflation data.
Via
Benzinga
Topics
Economy
Government
Last Inflation Report Pushed Markets To Record Highs In June: Could It Happen Again Friday? 5 ETFs To Watch
↗
June 27, 2024
Stocks reacted positively to April's PCE report. How will the market react to May's report? Here are the ETFs to watch.
Via
Benzinga
Topics
ETFs
Economy
Stocks Show Modest Gains Ahead Of Fed's Inflation Report; Chipmakers Struggle, While Gold And Bitcoin Rebound: What's Driving Markets Thursday?
↗
June 27, 2024
Wall Street experienced a subdued trading day on Thursday, as traders likely chose to remain on the sidelines in anticipation of Friday’s release of the Federal Reserve’s preferred inflation gauge.
Via
Benzinga
Topics
Economy
SPDR ETF Report For Tuesday, June 25
↗
June 26, 2024
Via
Talk Markets
Topics
ETFs
Commodity Market Elliott Wave Analysis: Bitcoin, Ethereum, Gold, And Crude Oil Insights
↗
June 26, 2024
Get the latest Commodity Market Elliott Wave Analysis on Bitcoin, Ethereum, Gold, Silver, Crude Oil, and more.
Via
Talk Markets
Chipmakers, Cruise Lines, Crypto Rally, Nvidia Reclaims $3 Trillion; Blue Chips, Small Caps Dip: What's Driving Markets Tuesday?
↗
June 25, 2024
Tech stocks are poised to break a three-day losing streak on Tuesday, driven by a robust rally in chipmakers, with Nvidia Corp. (NASDAQ:NVDA) rising over 4% and reclaiming its $3-trillio
Via
Benzinga
Home Prices Reach New Record Highs, Yet 'Signs Of Normalization' Emerge
↗
June 25, 2024
Residential house prices reached record highs in April 2024, but growth slowed, possibly indicating normalization. All 20 largest US metros saw gains, led by San Diego's double-digit growth.
Via
Benzinga
3 Small-Cap Stocks in the Russell 2000 Set to Rally
June 25, 2024
As Wall Street's investors begin to shift out of Nvidia and into small cap stocks, three names stand out to bring investors up to double-digit upside ahead
Via
MarketBeat
Topics
Bonds
ETFs
Economy
SPDR ETF Report For Monday, June 24
↗
June 25, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Monday, June 24.
Via
Talk Markets
Topics
ETFs
Overbought Stocks May Be Facing Slowing Economic Growth
↗
June 23, 2024
Stocks finished Friday slightly lower as June OPEX passed. This week, we head into the quarter’s end, closing out the year’s first half. It should be a fairly uneventful week with little on the macro...
Via
Talk Markets
The $5.5 Trillion Option Expiration Could Change Everything
↗
June 21, 2024
The SPX hit its $65 expected move, no sweat, this week. We’re seeing heavy capital rotations, too. Nvidia and Meta crapped out, Amazon, Google, and Microsoft are filling that hole.
Via
Talk Markets
SPDR ETF Report For Thursday, June 20
↗
June 21, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Thursday, June 20.
Via
Talk Markets
Topics
ETFs
S&P 500, Nasdaq 100 Dip From Record Highs As Investors Take Chipmaker Profits; Energy Sector Rebounds, Yields Rise: What's Driving Markets Thursday?
↗
June 20, 2024
After the Juneteenth holiday break, Wall Street reopened with a cautious tone, as the S&P 500 and Nasdaq 100 indices declined after hitting all-time highs around midday trading in New York. This...
Via
Benzinga
Topics
Stocks
US Treasuries Set To Break Even After Rocky First Half Of 2024
↗
June 20, 2024
US Treasuries steady despite volatile start to 2024, as Fed may cut rates due to falling prices. Bonds now seen as valuable in portfolio.
Via
Benzinga
Topics
Economy
Midweek ETF Review
↗
June 19, 2024
A short review of 25 ETFs.
Via
Talk Markets
Topics
ETFs
SPDR ETF Report For Tuesday, June 18
↗
June 19, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Tuesday, June 18.
Via
Talk Markets
Topics
ETFs
Commodities Market: Expert Elliott Wave Analysis & Profitable Trading Strategies
↗
June 18, 2024
Via
Talk Markets
Tech Looks Bulletproof Despite High Valuations And Narrow Market Leadership
↗
June 18, 2024
There is a slow underlying deterioration happening from the lag effects of monetary tightening that is becoming increasingly apparent.
Via
Talk Markets
Fed Will Cut Interest Rates — But When? Most Investors Agree It Won't Be July, Bank Of America Says
↗
June 18, 2024
Bank of America's monthly global fund manager survey shows investors are confident that the Fed will lower interest rates twice in 12 months.
Via
Benzinga
Topics
Economy
SPDR ETF Report For Monday, June 17
↗
June 18, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Monday, June 17.
Via
Talk Markets
Topics
ETFs
The Nasdaq Nears A Major Change In Trend Amid Softer Economic Data
↗
June 17, 2024
After going back and reviewing my work from the past and comparing it to today, I feel that over the past year or two, unintentionally, I have shied away from making some of the bigger and bolder calls...
Via
Talk Markets
Modern Investing: Innovative Approaches In The Stock Market
↗
June 16, 2024
The key to success with the hybrid approach lies in strategic asset allocation and regular portfolio rebalancing.
Via
Talk Markets
Weekly Update - Sunday, June 16
↗
June 16, 2024
Today, I want to get right down to the technical analysis with some actionable plans. It should not come as a surprise to see the indices diverge even further than where they have been over the last...
Via
Talk Markets
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