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home
about us
Investment Approach
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Team Biographies
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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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
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United States Gasoline Fund LP
(NY:
UGA
)
95.88
UNCHANGED
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Updated: 8:00 PM EDT, Mar 16, 2026
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Goldman Sachs Invests in Renewable Natural Gas Platform Synthica
↗
August 08, 2023
In addition to providing the benefits of fossil gas without its carbon emissions, RNG also helps avoid methane emissions that would be released through the decomposition of organic waste.
Via
Talk Markets
The Energy Report: Deposits And Withdrawals
↗
August 08, 2023
The U.S. withdrew a record amount of oil from our Strategic Petroleum Reserves and now just deposited 1.0 million barrels back in. But the key for the oil market may come down to bank deposits and the...
Via
Talk Markets
The Energy Report: Six
↗
August 07, 2023
After six weeks of gains, oil prices are taking a bit of a breather even as there are signs that global demand is strong.
Via
Talk Markets
Futures Rebound As Global Yields Resume Grind Higher
↗
August 07, 2023
A selloff in treasuries and global government bonds returned with a vengeance on Monday as the threat of further rate hikes unsettled traders.
Via
Talk Markets
Natural Gas Forecast: Markets Continue To See Consolidation
↗
August 04, 2023
While the short-term breakout remains uncertain, the current outlook appears to favor a value-based approach and a long-term investment strategy.
Via
Talk Markets
SPX Uptrend Questioned
↗
August 06, 2023
The coming – as it seems just a couple of percentage points – correction – is still within the context of a rising stock market… until the dream that the economy (with earnings) is accelerating from...
Via
Talk Markets
The Energy Report: Unraveling
↗
August 04, 2023
The Biden Energy Policy is unraveling before our very eyes as Saudi Arabia decides to extend production cuts and there is nothing Biden can do about it.
Via
Talk Markets
Futures Rally Fizzles As Apple Slides, Payrolls Loom
↗
August 04, 2023
An earlier rally in US equity futures fizzled and Treasuries steadied after days of sharp losses as Apple sunk to session lows, while traders awaited employment data for clues on the path for Federal...
Via
Talk Markets
SPDR ETF Report - Tomorrow Is The All Important US Jobs Data Report
↗
August 03, 2023
A review of the day's trading in various SPDR-ETF markets for the trading day.
Via
Talk Markets
The Energy Report: Downgraded Oil
↗
August 03, 2023
Oil prices could not shake off the potential ramifications of the downgrade of the US credit rating by Fitch as it increased the risk that US government spending would have to slow or we are headed on...
Via
Talk Markets
Markets Remain Unsettled, Bonds And Stocks Retreat, Dollar Gains Ahead Of BoE
↗
August 03, 2023
The global capital markets remain unsettled. The combination of the BOJ adjustment of its monetary policy, Fitch's downgrade of the US to AA+, ahead of a flood of supply, and new measures by China have...
Via
Talk Markets
The Commodities Feed: Risk-Off Sentiment Weighs On The Complex
↗
August 03, 2023
The overall risk-off sentiment has weighed on the commodity complex with both energy and metals facing the pressure.
Via
Talk Markets
The Energy Report: Always Something
↗
August 02, 2023
How will we be able to pay off all those student loans and send billions to Ukraine if we can’t keep borrowing money from China at low interest rates?
Via
Talk Markets
The Commodities Feed: Tight Supplies Lift Oil Prices
↗
August 02, 2023
OPEC oil output dropped by around 0.9MMbbls/d in July due to production cuts from Saudi Arabia and Nigeria. Meanwhile, the American Petroleum Institute (API) reported the biggest weekly drop in oil...
Via
Talk Markets
Making The Case For High Oil Prices
↗
August 01, 2023
Crude oil prices have started to trend upward, and there are some reasons to believe that they will continue to go up over the remainder of this year. This article outlines a few reasons for the...
Via
Talk Markets
Futures Drop And Dollar Spikes As Bulls Get Cold Feet
↗
August 01, 2023
S&P futures are are weaker to start the new month with bond yields flat and Bloomberg Dollar Spot Index climbed to session highs, dragging down all Group-of-10 currencies.
Via
Talk Markets
The Energy Report: It’s Only An illusion
↗
August 01, 2023
Oil prices and gasoline diesel prices soar to new highs because the market is finding out that reports of weak global oil demand were just an illusion.
Via
Talk Markets
SPDR ETF Report - Monday, July 31
↗
August 01, 2023
In this video Ira Epstein gives a review of the day's trading in various SPDR-ETF markets for the trading day just ended, Monday, July 31.
Via
Talk Markets
The Energy Report: Pay Up
↗
July 31, 2023
Get ready to pay up. As we predicted, the second half of the year in the global petroleum markets will look much different than the first half as the market is now facing up to some crude realities.
Via
Talk Markets
Futures Rise As Oil Jumps, Yields Gain, Yen Tumbles
↗
July 31, 2023
Global stocks markets struggled for direction and US equity futures were flat in Monday's quiet session following a rally Friday that pushed the Nasdaq 100 nearly 2% higher.
Via
Talk Markets
The Energy Report: Old Time Economics
↗
July 28, 2023
Oil and product prices are starting to come to grips with a looming supply shortage. Now taking a risk of sounding like the old codger, that I am , I would say it’s about time.
Via
Talk Markets
Futures Rebound After BOJ YCC "Tweak" Turns Out To Be Less Hawkish Than Some Feared
↗
July 28, 2023
US equity futures reversed an earlier loss and traded at session highs even as bonds around the world fell, briefly sending the 10Y Treasury to 4.04% and JGBs to 0.57%, well above the previous 0.5% cap...
Via
Talk Markets
SPDR ETF Report - Thursday, July 27
↗
July 28, 2023
A review of the day's trading in various SPDR-ETF markets for the trading day.
Via
Talk Markets
The Energy Report: Scraping The Bottom
↗
July 27, 2023
The gas crack may break your back, or at least your wallet, as gasoline supplies, are scraping the bottom of the barrel.
Via
Talk Markets
Celebrating Economic Recovery: GDP Soars And Equity Demand Surges
↗
July 27, 2023
The U.S. GDP has made a remarkable leap to 2.4% in Q2 2023, a steady climb from 2% in Q1.
Via
Talk Markets
S&P Futures Soar To 2023 High After Dovish Fed, Meta Earnings
↗
July 27, 2023
US futures and global stocks soared, and the dollar slumped as investors wagered that the Fed has reached the end of its 16-month long policy-tightening cycle.
Via
Talk Markets
SPDR ETF Report - Wednesday, July 26
↗
July 26, 2023
A review of the day's trading in various SPDR-ETF markets for the trading day.
Via
Talk Markets
Futures Dip Ahead Of Fed's "Last Rate Hike" As Dow Braces For 13 Straight Gains
↗
July 26, 2023
The market is pricing in just a 0.76% move after today's FOMC, the lowest implied move on a Fed day since at least 2021.
Via
Talk Markets
SPDR ETF Report - Tomorrow is Fed Monetary Policy Announcement Day
↗
July 25, 2023
A review of the day's trading in various SPDR-ETF markets for the trading day.
Via
Talk Markets
The Commodities Feed: Supply Risks Grow
↗
July 25, 2023
Russia’s bombing of port infrastructure along the Danube River in Ukraine has pushed grain prices significantly higher. This escalation risks spilling over into other parts of the commodities complex,...
Via
Talk Markets
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