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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
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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
Market Value Securities (MVS)
MVS Program
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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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
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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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Trump’s 'Big Stick, Then Carrot' Diplomacy Ignites Market Rebound
↗
February 03, 2025
Markets are eyeing a convenient rebound as investors let out a collective sigh of relief that the draconian tariff threat has been put on ice, at least for now.
Via
Talk Markets
Topics
Currencies/Forex
Government
Stocks / Equities
Here’s The Upside In Redefining The Bull Market
↗
February 03, 2025
Markets are better defined based on risk. When risk is elevated, it may shape how you approach the market. It may determine whether you are holding more cash and are hedging your risk.
Via
Talk Markets
Topics
Commodities
Currencies/Forex
Stocks / Equities
Market Talk - Monday, Feb. 3
↗
February 03, 2025
Via
Talk Markets
EUR/USD Analysis: Slips Amid Renewed USD Strength
↗
February 03, 2025
EUR/USD weakens as US tariffs boost demand for the dollar, while ECB rate cuts and economic uncertainty keep euro gains limited.
Via
Talk Markets
Topics
Currencies/Forex
World Trade
Tariffs Roil Markets
↗
February 03, 2025
The US made good on its threats to levy 25% tariffs on Canada and Mexico, and 10% tariffs on China.
Via
Talk Markets
Topics
Currencies/Forex
World Trade
EUR/USD Slumps By Over 1% As US President Trump Reiterates Tariff Threats On Eurozone
↗
February 03, 2025
EUR/USD faces an intense sell-off as US President Donald Trump confirms that he will impose tariffs on the European Union. The US Dollar strengthens as investors rush to safe-haven fleet amid global...
Via
Talk Markets
Topics
Currencies/Forex
Government
World Trade
Trump Tariffs Impacts Global Markets, Drags Asia And Europe Lower; Dollar Surges To Three-Week High - Global Markets Today While US Slept
↗
February 03, 2025
U.S. markets closed lower due to new tariffs, U.S. personal income and spending increased, and most S&P 500 sectors declined. Japan's Nikkei and Australia's S&P/ASX 200 also fell, while U.S. futures...
Via
Benzinga
Topics
Government
Stocks
World Trade
Daily Market Outlook - Monday, Feb. 3
↗
February 03, 2025
The US Dollar is broadly bid across G10 FX following President Trump's announcement to impose tariffs on goods from Canada, Mexico, and China.
Via
Talk Markets
Topics
Cryptocurrencies
Currencies/Forex
Government
FX Daily: Tariffs - Ready, Fire, Aim
↗
February 03, 2025
The Trump administration has surprised FX markets by imposing large tariffs earlier than expected.
Via
Talk Markets
Topics
Currencies/Forex
Government
World Trade
He's Back: Investors Duck For Cover, Donning Trade War Helmets
↗
February 02, 2025
The sheer economic scope of this tariff barrage makes it a game-changer. What started as brinkmanship may just morph into a full-blown economic battleground.
Via
Talk Markets
Topics
Currencies/Forex
World Trade
EUR/USD Weekly Forecast: Reactive Movements As Traders Express More Concerns
↗
February 02, 2025
If trading in the EUR/USD sees sustained value below the 1.03700 level this could be a bearish signal.
Via
Talk Markets
Topics
Currencies/Forex
Weekly Forex Forecast - Sunday, Feb. 2
↗
February 02, 2025
The Japanese yen was the strongest major currency last week, while the Australian dollar was the weakest. Volatility declined last week, as 37% of the most important Forex currency pairs and crosses...
Via
Talk Markets
Topics
Commodities
Currencies/Forex
ETFs
Pairs In Focus - Sunday, Feb. 2
↗
February 02, 2025
Another week, another massive amount of buying seen in the DAX 40 index. All things being equal, this is a market that is extraordinarily bullish, and I would love to see some type of pullback....
Via
Talk Markets
Topics
Cryptocurrencies
Currencies/Forex
ETFs
CoT - Futures Positions Of Noncommercials, More
↗
February 02, 2025
It is a wait and watch for the central bankers as well as the markets. If anything, the risk going forward is renewed strength in inflation.
Via
Talk Markets
Topics
Bonds
Commodities
Currencies/Forex
February 2025 Monthly Report And Forecast
↗
February 01, 2025
If the U.S. no longer has the will or strength to defend the global rules of engagement, the tectonic plates of the global chessboard will change.
Via
Talk Markets
Topics
Currencies/Forex
Futures
Four Bank Of England Scenarios, With A Rate Cut Widely Expected
↗
February 01, 2025
We expect an 8-1 vote in favor of another rate cut next Thursday. We're looking for three further cuts later this year, but a shaky jobs market and the prospect of lower services inflation may risk...
Via
Talk Markets
Topics
Bonds
Currencies/Forex
Economy
EURUSD Analysis, EURUSD Price Prediction & EURUSD Week Ahead Forecast - Saturday, February 1
↗
February 01, 2025
Today you will see EURUSD price prediction based on the technical analysis. What is the support and resistance on the daily time frame for EURUSD. What to expect where the price will breakout for the...
Via
Talk Markets
Topics
Currencies/Forex
Market Talk - Friday, Jan. 31
↗
January 31, 2025
The major Europe stock markets had a green day today.
Via
Talk Markets
Renewed US Tariff Threat Doesn't Stop Equities From Marching Higher
↗
January 31, 2025
The renewed threat of a 25% tariff on Canada and Mexico as soon as tomorrow has lifted the US dollar broadly and has not derailed the firmer tone in global equities.
Via
Talk Markets
Topics
Currencies/Forex
World Trade
EUR/USD Slides As Soft Inflation In Germany’s Six States Validates ECB Dovish Bets
↗
January 31, 2025
EUR/USD declines to near 1.0370 as inflation in six states of Germany decelerates in January. Donald Trump threatens to impose 100% tariffs on BRICS and 25% on Mexico and Canada. The Fed kept interest...
Via
Talk Markets
Topics
Currencies/Forex
Economy
Government
EUR/USD Monthly Forecast: February 2025
↗
January 31, 2025
Having traversed above the 1.05000 ratio late last week and early this one, the EUR/USD has seen selling develop once again and is battling to remain above the 1.04000 level.
Via
Talk Markets
Topics
Currencies/Forex
Asia And Europe Markets Gain, Dollar Strengthens - Global Markets Today While US Slept
↗
January 31, 2025
U.S. markets closed higher, led by Tesla's optimistic remarks. Economic concerns rose after Trump's proposed tariffs. Most S&P 500 sectors advanced.
Via
Benzinga
Topics
Government
Stocks
World Trade
Daily Market Outlook - Friday, Jan. 31
↗
January 31, 2025
Asian markets declined on Friday, burdened by worries regarding DeepSeek’s influence on the AI sector.
Via
Talk Markets
Topics
Artificial Intelligence
Cryptocurrencies
Currencies/Forex
EUR/USD Outlook: Euro Suffers Under a Dovish ECB
↗
January 31, 2025
The European Central Bank lowered borrowing costs by 25-bps as expected. The greenback rebounded on Thursday after Trump repeated his tariff plans. The US economy expanded by 2.3%, missing forecasts of...
Via
Talk Markets
Topics
Currencies/Forex
Economy
Government
EUR/CAD Remains Subdued Near 1.5000 Following Softer German Retail Sales
↗
January 31, 2025
EUR/CAD receives downward pressure amid rising odds of further interest rate cuts by the European Central Bank. Germany’s Retail Sales grew by 1.8% YoY in December, falling short of the expected 2.5%...
Via
Talk Markets
Topics
Currencies/Forex
Economy
FX Daily: Tariff Countdown
↗
January 31, 2025
CAD and MXN tumbled yesterday as Trump reiterated that he will impose 25% tariffs on both countries by tomorrow.
Via
Talk Markets
Topics
Currencies/Forex
Government
World Trade
Financial Markets Report For Thursday, Jan 30
↗
January 30, 2025
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Thursday, January 30.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
EUR/USD Struggles Under The Weight Of The Greenback
↗
January 30, 2025
EUR/USD shifted lower for a fourth consecutive trading day on Thursday, peaking near 1.0450 before softening to shed one-fifth of one percent on the day and ending just below the 1.0400 handle as the...
Via
Talk Markets
Topics
Currencies/Forex
Nervous Calm Shrouds FX, while February 1 US Tariffs Look Less Likely
↗
January 30, 2025
Via
Talk Markets
Topics
Currencies/Forex
EUR/USD Stable As The Market Absorbs Fed Decision And Awaits ECB Meeting
↗
January 30, 2025
The EUR/USD pair is consolidating around 1.0426 on Thursday as investors digest the Federal Reserve’s latest policy decision and shift their focus to the upcoming European Central Bank meeting.
Via
Talk Markets
Topics
Currencies/Forex
Economy
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