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home
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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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Quarterly Performance Reports
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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
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Event Schedule
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Investing During Uncertain Times
Read FULL Seminar Here
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Financial Markets Report For Tuesday, Oct 15
↗
October 15, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Tuesday, Oct 15.
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Some Necessary Long-Term Perspective
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October 15, 2024
It’s all too easy to get caught up in the moment, especially if one is an active trader.
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Asia Morning Bites For Monday, Oct 14
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October 14, 2024
China keeps markets waiting for firm details on fiscal support. MAS keeps SGD NEER appreciation path unchanged at its October meeting.
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PPI Adds This Spin to Equities
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October 13, 2024
Is fear of recession justified? Not in the least, not even in early 2025.
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Markets: Are You Making Things Harder Than They Need To Be?
↗
October 12, 2024
In this week's video, we'll review the latest charts and studies to help us answer the question in the stock market
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Moderated De-Rate
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October 10, 2024
It does look like rates are ready to roll over if the rounded top can be completed.
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Weekly Market Pulse: The Impact Of AI
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October 07, 2024
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The Reflation Trade Arrives
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October 05, 2024
Taken at face value, this jobs report was a
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10-Year U.S. Treasury Yield ‘Fair Value’ Estimate - Fri., Oct. 11
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October 11, 2024
The smaller spread extends a downside trend in recent months following a period of an extremely high market premium vs. the fair value, which is drawn from the average of three models.
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Financial Markets Report For Thursday, Oct 10
↗
October 10, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Thursday, October 10.
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Asia Morning Bites For Friday, Oct 11
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October 10, 2024
There is a Bank of Korea rate meeting today, and then attention will shift to China’s Ministry of Finance communication due tomorrow. Market whispers of sizeable fiscal stimulus measures are...
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Mixed Signals Persist For Risk-On Sentiment Outlook
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October 10, 2024
Investor sentiment has wobbled recently, but there’s still room for debate on whether the appetite for risk has peaked for this market cycle.
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Financial Markets Report For Wednesday, Oct 9
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October 09, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Wednesday, October 9.
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Massive Market Consolidation
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October 02, 2024
A discussion about the rates, the trading range and how we must watch oil.
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Bond Market Wild Card
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October 02, 2024
The Fed has panicked and now realized it is again offside on its inflation target.
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Asia Morning Bites For Thursday, Oct 10
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October 09, 2024
A press briefing from China’s Ministry of Finance is announced - raising hopes for more detail on fiscal support.
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Financial Markets Report For Tuesday, Oct 8
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October 08, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Tuesday, October 8.
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What’s Wrong With This Picture – Fed Easing With The Yield On The 10-year UST Back Over 4%?
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October 08, 2024
The answer is not complex and the reason for the tick upward in this rate is positive–a return of confidence.
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Stocks Are Coiling Up For A Run Higher
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October 08, 2024
Investors seem to be in the grips of fear, uncertainty, and doubt right now, and we’d be foolish to ignore the very real concerning events around the world.
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Financial Markets Report For Monday, Oct 7
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October 07, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Monday, October 7.
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Asia Morning Bites For Tuesday, Oct 8
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October 07, 2024
China returns from Golden Week holidays and could propose more fiscal stimulus measures.
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Consequences of NFPs Surprise That Wasn’t
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October 06, 2024
The week had been going great across all assets on my watch.
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CoT: Peek Into Future Through Futures - How Hedge Funds Are Positioned
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Yet another record high in non-commercials’ net shorts in 10-year note futures. These traders are obviously positioned for higher rates, and they are nailing it of late.
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Financial Markets Report For Friday, Oct 4
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October 04, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Friday, October 4.
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Markets Are Shocked By The Hot Job Report
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October 04, 2024
The September job report shocked the market.
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Financial Markets Report For Thursday, Oct 3
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October 03, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Thursday, October 3.
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Financial Markets Report For Wednesday, Oct 2
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October 02, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Wednesday, October 2.
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Financial Markets Report For Tuesday, Oct 1
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October 01, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Tuesday, October 1.
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Financial Markets Report For Monday, Sept 30
↗
October 01, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Monday, September 30.
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Financial Markets Report For Friday, Sept 27
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September 27, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Friday, September 27.
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