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home
about us
Investment Approach
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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
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Tesla & AI Comments Lift Stocks, But...
↗
October 24, 2024
Equity futures point to a mixed market open later this morning with the S&P 500 and Nasdaq being led higher in part by the pre-market surge in Tesla shares.
Via
Talk Markets
Topics
Artificial Intelligence
Stocks
Turn Around Tuesday Comes Late
↗
October 24, 2024
The greenback is consolidating today, and seeing some of its recent gains pared against all the G10 currencies.
Via
Talk Markets
Financial Markets Report For Wednesday, Oct 23
↗
October 23, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Wednesday, October 23.
Via
Talk Markets
Stocks Finally Break The Stalemate As Rates Climb
↗
October 23, 2024
Stocks moved lower as Nvidia (NVDA) faced rising implied volatility and a bearish technical setup. More importantly, the S&P 500 broke the rising wedge pattern we’ve been monitoring for some...
Via
Talk Markets
Topics
Stocks
Wall Street Gripped By Election Anxiety
↗
October 23, 2024
Stocks continue to feel the pressure from the bond market sell-off as the hawkish repricing of the Fed curve forces investors to rethink their expectations for aggressive rate cuts.
Via
Talk Markets
Topics
Bonds
Economy
Global Stock Markets Are Breaking Down, The S&P 500 May Be Next
↗
October 23, 2024
Global stock markets are showing signs of weakness and are breaking uptrends.
Via
Talk Markets
Topics
Stocks
Rates Spark: US Election Risk May Limit EUR Rates Upside
↗
October 23, 2024
Higher 10Y UST yields are pushing up euro rates. The upcoming US elections add to the upward pressure for UST yields, but the spillover to EUR rates could be capped.
Via
Talk Markets
Financial Markets Report For Tuesday, Oct 22
↗
October 22, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Tuesday, October 22.
Via
Talk Markets
Spiking US Yields Spook Investors As Political Storm Clouds Loom On Both Sides Of The Pacific
↗
October 22, 2024
Stocks stumbled into late trading, tripped up by disappointing updates from key companies and growing uncertainty over the pace of Federal Reserve rate cuts.
Via
Talk Markets
Topics
Economy
The Fed And The Election
↗
October 22, 2024
Is the Federal Reserve setting the right policy ahead of the presidential election?
Via
Talk Markets
Topics
Economy
Has The Bond Market Rally Peaked?
↗
October 22, 2024
Fresh doubts are bubbling as the market reconsiders a range of risk factors, including renewed skepticism about the Federal Reserve’s commitment to cutting interest rates.
Via
Talk Markets
Topics
Economy
Where To Look For Outperformance
↗
October 22, 2024
S&P 500 remained in the recent tight range, and the opening rip was rejected.
Via
Talk Markets
Topics
Stocks
The US Economy - Good For Earnings But...
↗
October 22, 2024
Equity futures indicate the market could give back some of its recent gains when it opens later this morning.
Via
Talk Markets
Topics
Economy
Greenback Consolidates
↗
October 22, 2024
US interest rates remain firm and the dollar is mostly consolidating against the G10 currencies, in a muted
Via
Talk Markets
Forex: The Perfect Political Storm Sends The Yen Into A Tailspin
↗
October 22, 2024
Japan’s political scene is messy, and that uncertainty keeps the yen on the defensive, but the real showstopper is U.S. election risk.
Via
Talk Markets
Financial Markets Report For Monday, Oct 21
↗
October 21, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Monday, October 21.
Via
Talk Markets
Rates Rise Sharply As The 10-Year Marches Towards 6%
↗
October 21, 2024
Stocks were modestly lower, but there was a clear risk-off tone throughout the day as rates rose sharply, along with the dollar.
Via
Talk Markets
Weren't Rates Supposed To Fall?
↗
October 21, 2024
Given the sharp increase in Treasury bond yields since the September rate cut, we were curious how the current increase stacks up to moves in the 10-year yield following prior rate cuts from the Fed.
Via
Talk Markets
Topics
Bonds
Why Are Bond Yields Rising? Lets Ask The Oil Market
↗
October 21, 2024
It’s no secret that bond yields are heavily impacted by inflation and inflation expectations. Moreover, oil prices have a high correlation with inflation.
Via
Talk Markets
Topics
Bonds
Economy
Weekly Market Pulse: Stability Is Good
↗
October 21, 2024
The dollar rallied last week as US economic data showed continued strength, indicating perhaps a slower pace of Fed rate cuts.
Via
Talk Markets
Topics
Economy
When Greed Turns To Fear
↗
October 20, 2024
S&P 500 didn't bat an eye on weaker housing data, and why should it? Premium given 5,912 resistance is seeing quite some (buying) interest. Greed, or even extreme greed knocking on the door?
Via
Talk Markets
Topics
Stocks
CoT: Peek Into Future Thru Futures, Hedge Funds Positions
↗
October 20, 2024
Following futures positions of non-commercials are as of October 15, 2024.
Via
Talk Markets
Sorry, Your Ticket Has Not Been Validated
↗
October 19, 2024
A recurring theme I’ve been emphasizing during the two “big” rallies in the U.S. Treasury market within the last year has been that, at some point, the visible decline in yields will need to be...
Via
Talk Markets
Asia Morning Bites For Friday, Oct 18
↗
October 18, 2024
It is a big day for data in China, but it is possibly too early to expect any positive effects from recent policy moves. Japan’s September inflation declined, but this should be just a temporary dip...
Via
Talk Markets
Topics
Economy
Financial Markets Report For Thursday, Oct 17
↗
October 17, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Thursday, October 17.
Via
Talk Markets
Strong Retail Sales Data And Nvidia Help To Lift Stocks For Now
↗
October 17, 2024
Retail sales data was stronger than expected, and rising Nvidia stock prices are helping stocks advance.
Via
Talk Markets
Asia Morning Bites For Thursday, Oct 17
↗
October 17, 2024
Weak Japanese and Singapore trade figures have already been released today, though there is no big cause for concern for either number. Australian employment data comes in way stronger than expected.
Via
Talk Markets
Financial Markets Report For Wednesday, Oct 16
↗
October 16, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Wednesday, October 16.
Via
Talk Markets
Why SPY Fell And Where Next
↗
October 16, 2024
The S&P 500 opening push was rejected, and the reasons were related to discretionaries and ASML bookings.
Via
Talk Markets
Topics
Stocks
Asia Morning Bites For Wednesday, Oct 16
↗
October 15, 2024
Central banks in action in Asia today - BSP expected to cut a further 25bp while Bank Indonesia will likely hold rates at 6%.
Via
Talk Markets
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