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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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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Featured Quarterly Newsletter
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Global X DAX Germany ETF
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45.62
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Updated: 4:15 PM EST, Dec 31, 2025
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Market Talk For Tuesday, Sept. 26
↗
September 26, 2023
Eurozone government bond yields held near multi-year highs on Tuesday as the prevailing narrative that global central banks would keep interest rates “higher for longer” continued to drive price...
Via
Talk Markets
Topics
Bonds
Anticipating A Corrective Rally In US Indices Followed By Lower Price Levels
↗
September 25, 2023
Indices in a small corrective rally as wave (iv) before anticipating further downside as wave (v)
Via
Talk Markets
Market Talk - Monday, Sept. 25
↗
September 25, 2023
The major Asian stock markets had a mixed day today.
Via
Talk Markets
Market Talk - Friday, Sept. 22
↗
September 22, 2023
The major European stock markets had a mixed day today.
Via
Talk Markets
Market Talk - Thursday, Sept. 21
↗
September 21, 2023
The Bank of England decided to pause its series of interest rate hikes due to a slowdown in the British economy.
Via
Talk Markets
Topics
Economy
Elliott Wave Analysis Of Major Indices
↗
September 10, 2023
US Indices: looking to short wave 2 as the next short trade.
Via
Talk Markets
Stocks Face Risk Of Further Falls
↗
September 07, 2023
The German DAX index has managed to bounce off its earlier lows, it was testing resistance at 15795, a previous support level.
Via
Talk Markets
The FOMC Plans To Hold Another Rate Hike Before The End Of The Year. New Zealand Is Likely To Avoid Recession
↗
September 21, 2023
At Wednesday's stock market close, the Dow Jones Index (US30) decreased by 0.22%, while the S&P 500 Index (US500) lost 0.94%. The NASDAQ Index (US100) closed yesterday negative by 1.46%.
Via
Talk Markets
Topics
Economy
Stocks
Market Talk - Wednesday, Sept. 20
↗
September 20, 2023
The major Asian stock markets had a mixed day today.
Via
Talk Markets
Market Talk - Tuesday, Sept. 19
↗
September 19, 2023
The British banking sector is experiencing an increase in impairments due to rising inflation and the resulting interest rate hikes.
Via
Talk Markets
Topics
Economy
Oil's Rally Continues. Investors Are In No Hurry To Intensify Trading Ahead Of The Fed Meeting
↗
September 19, 2023
At the close of the stock exchange on Monday, the Dow Jones Index (US30) rose by 0.02%, and the S&P 500 Index (US500) increased by 0.07%.
Via
Talk Markets
Topics
Economy
Stocks
SP500 - NASDAQ 100 - RUSSELL 2000 - DAX 40 - FTSE 100 - ASX 200 Elliott Wave Analysis
↗
September 19, 2023
Preparing for the next short trade SP500 and Nasda100...
Via
Talk Markets
Market Talk - Monday, Sept. 18
↗
September 18, 2023
European Central Bank policymakers are planning to address the issue of excessive liquidity in banks, which amounts to trillions of euros.
Via
Talk Markets
Topics
Economy
Market Talk - Friday, Sep. 15
↗
September 15, 2023
The United Auto Workers (UAW) has gone on strike against the “Big Three” Detroit automakers (General Motors, Ford, and Stellantis), potentially impacting the already fragile U.S. economy.
Via
Talk Markets
Topics
Economy
Oil Is Hitting New Highs Again
↗
September 15, 2023
Oil prices are creeping higher, raising concerns about the impact on the downward trajectory of inflation.
Via
Talk Markets
U.S. Weekly Fundflows Insight Report: Municipal Bond Fund ETFs Record Largest Weekly Inflow Of The Year
↗
September 14, 2023
Equity funds, money market funds, and taxable bond funds registered inflows, while alternatives funds, tax-exempt bond funds, mixed-assets funds, and commodities funds suffered outflows over the week.
Via
Talk Markets
Topics
Bonds
ETFs
Bullish Momentum In Leading Stocks And US Sectors
↗
September 14, 2023
UK markets have broken out of a larger Triangle pattern. This breakout could indicate a shift in market dynamics, potentially favoring bullish trends.
Via
Talk Markets
Market Talk - Thursday, Sep. 14
↗
September 14, 2023
The US Bureau of Labor Statistics has reported that the producer price index (PPI) increased a seasonally adjusted 0.7% in August, higher than the 0.4% estimate and the biggest monthly gain since June...
Via
Talk Markets
The Labor Market In Australia Remains Resilient
↗
September 14, 2023
After an unexpected drop in the number of jobs in Australia in July, there was an increase in August, and the unemployment rate remained unchanged, indicating that the labor market remains resilient.
Via
Talk Markets
Two Trades To Watch: DAX, GBP/USD - Thursday, Sept. 14
↗
September 14, 2023
The DAX continues to trade below the falling trendline dating back to the end of July.
Via
Talk Markets
Market Talk - Wednesday, Sep. 13
↗
September 13, 2023
The US Bureau of Labor Statistics has reported that the August 2023 consumer price index rose 3.7% on an annual basis, mostly due to a spike in gasoline prices in August.
Via
Talk Markets
Topics
Energy
Oil Prices Rose To A 10-Month-High
↗
September 13, 2023
Energy stocks rallied after the price of WTI crude oil rose to a near 10-month high.
Via
Talk Markets
Market Talk - Tuesday, Sep. 12
↗
September 12, 2023
In August, China’s consumer prices increased by 0.1% compared to the same period last year, marking a return to positive territory.
Via
Talk Markets
Natural Gas Rises Amid Workers' Strikes In Australia
↗
September 12, 2023
On Monday, natural gas prices received support from a rise in European gas prices to a one-week high. LNG production workers at key Chevron facilities in Australia began a partial strike last week.
Via
Talk Markets
Topics
Energy
Market Talk - Monday, Sep. 11
↗
September 11, 2023
Fears over access to credit have hit the highest level in more than a decade, with respondents indicating that the ability to get loans, credit cards, and mortgages is harder now than it was a year...
Via
Talk Markets
Topics
Credit Cards
Two Trades To Watch: USD/JPY, DAX - Monday, Sept. 11
↗
September 11, 2023
USD/JPY falls as BoJ hints at ending negative rates. DAX rises with this week’s ECB rate decision in focus.
Via
Talk Markets
Analysts Forecast A Significant Euro Rise By The Year's End
↗
September 11, 2023
Berenberg currency analysts believe that the leveling of interest rates in the US and Europe, as well as the declining attractiveness of the US dollar as a safe haven, point to the possibility of a...
Via
Talk Markets
U.S. Weekly FundFlows Insight Report
↗
September 07, 2023
Fund investors were net purchasers of money market funds (+$18.0 billion) while being net redeemers of equity funds (-$5.2 billion), taxable bond funds (-$2.4 billion), and tax-exempt fixed income...
Via
Talk Markets
Topics
Bonds
Market Talk - Thursday, Sep. 7
↗
September 07, 2023
In August, inflation in India is expected to have eased from a 15-month high in July, mainly due to a decrease in vegetable prices
Via
Talk Markets
Topics
Economy
Dax Index: More Bad News For German Stocks
↗
September 07, 2023
The Dax index has moved sideways of late as the momentum that started earlier this year faded. The index, which tracks the biggest publicly-listed German companies, was trading at €15,738, a few points...
Via
Talk Markets
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