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about us
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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
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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
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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
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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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Invesco CurrencyShares Euro Currency Trust
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Updated: 6:30 PM EDT, Jun 12, 2026
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Daily Market Outlook - Thursday, Jan. 30
↗
January 30, 2025
Futures for European and US markets rose, paralleling gains in Asian shares as traders looked forward to the ECB's interest rate announcement.
Via
Talk Markets
Topics
Cryptocurrencies
Currencies/Forex
Stocks / Equities
Elliott Wave Technical Analysis: Euro/U.S. Dollar - Thursday, Jan. 30
↗
January 30, 2025
The EURUSD is in a corrective phase, identified as wave 2, which is part of a larger counter-trend movement within wave 1.
Via
Talk Markets
Topics
Currencies/Forex
Asia And Europe Markets Advance, Silver Rallies - Global Markets Today While US Slept
↗
January 30, 2025
U.S. markets close lower on tech selloff. Fed keeps rates steady, but uncertainties remain. Japan, Australia, India markets rise. Oil prices stable.
Via
Benzinga
Topics
Economy
EUR/USD Trades With Caution Ahead Of ECB Interest Rate Decision, Eurozone-US Q4 GDP
↗
January 30, 2025
EUR/USD remains on tenterhooks around 1.0420 as the ECB’s policy meeting looms large. The ECB is expected to cut interest rates by 25 bps and deliver a dovish guidance. The Fed kept interest rates...
Via
Talk Markets
Topics
Currencies/Forex
Economy
FX Daily: Gilt Measures Worth Only Temporary GBP Relief
↗
January 30, 2025
It's a busy day ahead in FX markets. The highlight should be another 25bp cut from the ECB, but we'll get plenty of fourth-quarter GDP data from the US and Europe.
Via
Talk Markets
Topics
Currencies/Forex
EUR/GBP Recovers Some Lost Ground Above 0.8350, Eyes On ECB Rate Decision
↗
January 30, 2025
The EUR/GBP cross rebounds to near 0.8370, snapping the five-day losing streak during the early European trading hours on Thursday.
Via
Talk Markets
Topics
Currencies/Forex
Tech Stocks Sputter, Fed On Indefinite Hold, Trump Likely Unpleased
↗
January 29, 2025
Tech stocks sputtered, pulling down U.S. indices as Wall Street rethinks the AI gold rush, rattled by DeepSeek.
Via
Talk Markets
Topics
Artificial Intelligence
Economy
Government
Market Talk - Wednesday, Jan. 29
↗
January 29, 2025
The oil markets had a mixed day today.
Via
Talk Markets
Daily Market Outlook - Wednesday, Jan. 29
↗
January 29, 2025
Asian stocks and European equity futures are on the rise, following a tech-led recovery on Wall Street post a market downturn that had unsettled global markets.
Via
Talk Markets
Topics
Cryptocurrencies
Currencies/Forex
Stocks / Equities
Fed Day: Vigorous Defense of Independence While Standing Pat
↗
January 29, 2025
Tariffs and the Federal Reserve meeting are center stage today. Yesterday, the White House reiterated that tariffs on Canada and Mexico could be announced this weekend.
Via
Talk Markets
Topics
Currencies/Forex
Economy
World Trade
Asia And Europe Markets Advance, Semiconductor Stocks Lift Nasdaq Futures; Oil Drops On Rising Stockpiles - Global Markets Today While US Slept
↗
January 29, 2025
US markets closed higher on Tuesday, led by tech & AI shares. Dow up 0.31%, S&P up 0.92%, Nasdaq up 2.03%. Asian markets mostly up, oil prices down.
Via
Benzinga
Topics
Artificial Intelligence
Stocks
EUR/USD Is Under Pressure As Fed Interest Rate Decision Looms Large
↗
January 29, 2025
EUR/USD wobbles near 1.0420 as investors await the Fed’s policy outcome.
Via
Talk Markets
Topics
Currencies/Forex
Economy
FX Daily: Central Banks Back In Action
↗
January 29, 2025
The currency market has followed the stabilization in tech stock sentiment, and today’s focus will shift to central bank meetings.
Via
Talk Markets
Topics
Cryptocurrencies
Economy
EUR/USD Forex Signal: To Be Volatile Ahead Of FOMC And ECB
↗
January 29, 2025
EUR/USD faces increased volatility ahead of the Fed and ECB decisions, with key resistance at 1.0535 and potential downside toward 1.0300 amid shifting economic expectations.
Via
Talk Markets
Topics
Currencies/Forex
Economy
Silver/EUR Poised For Next Leg Higher As It May Significantly Outperform The FTSE
↗
January 29, 2025
This week, we'll look at medium-term charts of Silver/Euro and Silver/FTSE.
Via
Talk Markets
Topics
Commodities
Currencies/Forex
EUR/USD Backslides Ahead Of Fed Rate Call
↗
January 28, 2025
EUR/USD pared recent gains on Tuesday, shedding six-tenths of one percent and inching back toward the 1.0400 handle as markets gear up for another outing from the Federal Reserve (Fed) on Wednesday.
Via
Talk Markets
Topics
Currencies/Forex
Economy
Stocks Are Recovering From Yesterday’s “Hiccup” - Here’s What Comes Next
↗
January 28, 2025
At a time like this it’s important to remember that one day doesn’t break a trend. It doesn’t make one, either.
Via
Talk Markets
Topics
ETFs
Futures
Stocks / Equities
Market Talk - Tuesday, Jan. 28
↗
January 28, 2025
The major Europe stock markets had a mixed day today.
Via
Talk Markets
EUR/USD Analysis: Upward Shift Ahead Of The ECB Announcement
↗
January 28, 2025
The EUR/USD currency pair is attempting to maintain its recent upward rebound gains, which recently reached the resistance level of 1.0533, the pair's highest level in a month, before settling around...
Via
Talk Markets
Topics
Currencies/Forex
Two Trades To Watch: EUR/USD, FTSE 100 Forecast
↗
January 28, 2025
EUR/USD falls on renewed trade tariff fears. FTSE rises, shrugging off tech rout.
Via
Talk Markets
Topics
Currencies/Forex
World Trade
New Tariff Threat Fuels Turn Around Tuesday ahead of Tomorrow's FOMC Decision
↗
January 28, 2025
The US dollar recorded lows for the month against many of the major currencies yesterday but has come back bid today.
Via
Talk Markets
Topics
Currencies/Forex
How Will A Fed ‘Hold’ This Week Impact The EURUSD?
↗
January 28, 2025
The outlook for the EURUSD will largely depend on the direction given by Powell in his post rate decision press conference as to what the Fed thinks about the upcoming path of rates for the Fed for...
Via
Talk Markets
Topics
Currencies/Forex
Economy
Asia Markets Mixed, Europe Advances; Dollar Gains On Tariff Concerns - Global Markets Today While US Slept
↗
January 28, 2025
Dow up 0.65%, S&P 500 down 1.46%, Nasdaq plunges 3.07% after low-cost Chinese AI model launch. U.S. dollar strengthens, oil prices rise slightly.
Via
Benzinga
Topics
Artificial Intelligence
Stocks
Daily Market Outlook - Tuesday, Jan. 28
↗
January 28, 2025
The widely held narrative of US exceptionalism that drove Wall Street to repeated record highs, thanks to the dominance of America's unparalleled technology firms, is now facing uncertainty.
Via
Talk Markets
Topics
Cryptocurrencies
Currencies/Forex
Stocks / Equities
EUR/USD Declines As US Dollar Strengthens Amid Risk-Off Mood, Fed-ECB Policy Meetings In Focus
↗
January 28, 2025
EUR/USD falls sharply to near 1.0420 as the safe-haven appeal of the US Dollar has strengthened in a risk-off environment.
Via
Talk Markets
Topics
Currencies/Forex
EUR/USD Forex Signal: Brief Pullback Likely Ahead Of Fed
↗
January 28, 2025
EUR/USD climbed to a multi-week high of 1.0530 but may face a pullback to 1.0385 as traders await key decisions from the ECB and Federal Reserve.
Via
Talk Markets
Topics
Currencies/Forex
Economy
FX Daily: Tech And Tariff Rollercoaster
↗
January 28, 2025
Equity market futures are tentatively testing stability this morning, but DeepSeek’s knock-on effect on US tech valuations may be longer-lasting.
Via
Talk Markets
Topics
Currencies/Forex
SPDR ETF Report For Monday, Jan 27
↗
January 28, 2025
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Monday, January 27.
Via
Talk Markets
Topics
ETFs
Stocks / Equities
Financial Markets Report For Monday, Jan 27
↗
January 27, 2025
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Monday, January 27.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
EUR/USD Falls Back Below 1.05 As Fiber Bulls Blink On Fresh Tariff Threats
↗
January 27, 2025
EUR/USD backslid one-half of one percent on Monday, falling back below the 1.0500 handle and paring recent gains as broad-market risk sentiment takes a step lower.
Via
Talk Markets
Topics
Currencies/Forex
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