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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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
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
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
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SPDR ETF Report For Tuesday, June 4
↗
June 05, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Tuesday, June 4.
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Comprehensive Elliott Wave Analysis: Bitcoin, Gold, Oil & More
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June 05, 2024
Stay updated with our latest Commodity Market Elliott Wave Analysis for June 2024.
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Mohamed El-Erian Says Another Indicator Consistent With His View That The Economy Is 'Slowing More Than Many Expect, Including The Federal Reserve'
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June 04, 2024
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Benzinga
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Stocks Dip Even With Traders Hopeful For September Rate Cut; Bonds Extend Rally, Oil Plummets: What's Driving Markets Tuesday?
↗
June 04, 2024
Growth concerns dragged stocks lower on Tuesday, with all major indices trading in the red as investors took a cautious tone on riskier assets.
Via
Benzinga
Downward Debt
↗
June 03, 2024
Although the second half of May was weak for US Treasuries, long-term US Treasuries had a positive return in May as the iShares 20+ Year Treasury Bond ETF rallied 2.9%.
Via
Talk Markets
Topics
ETFs
Bond Market Rallies As Recession Worries Mount, Rate Cut Bets Gain Steam Ahead Of Jobs Data
↗
June 04, 2024
Long-term U.S. Treasuries rally on soft economic data, leading to expectations of Fed rate cut in Sept. Popular TLT ETF breaks key downtrend & 50-day MA, while other bond ETFs see even higher gains.
Via
Benzinga
Topics
Bonds
ETFs
Economy
Long Bonds Rally-Should We Pay Attention?
↗
June 04, 2024
After a huge down move that began in December 2021, the long bonds or TLT have had a few shallow short-covering rallies, but not much more than that. Nonetheless, this week the long bond rally has our...
Via
Talk Markets
Topics
Bonds
SPDR ETF Report For Monday, June 3
↗
June 04, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Monday, June 3.
Via
Talk Markets
Topics
ETFs
VIX Spikes 8% As Stocks Sink; Bonds, Gold Rise On Growth Concerns; Meme Stocks Roar, Peso Plummets: What's Driving Markets Monday?
↗
June 03, 2024
All major U.S. equity indices opened the week with losses, as traders shifted to safe-haven bonds and gold amid concerns affecting the health of the U.S. manufacturing activity.
Via
Benzinga
Topics
Bonds
Stocks
Treasury Yields Fall, Dollar Weakens As Manufacturing Activity Gauge Contracts More Than Expected
↗
June 03, 2024
Yields on the benchmark 10-year Treasury bond fell by nine basis points to 4.41%, marking the third straight day of declines.
Via
Benzinga
Topics
Bonds
Stocks Seeing Relentless Buying Pressure; Bonds Are Not
↗
June 02, 2024
Relentless buying pressure, to the degree that we saw in Q4 last year, is evidence of strong underlying demand for stocks. Meanwhile, after a 40-year drawdown, the 50-week rate of change for US 30-year...
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CoT: Peek Into Future Thru Futures, Hedge Funds Positioning
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June 02, 2024
At some point, the bond vigilantes will revolt, demanding higher yields, and this likely will occur without a warning. That time probably is not now, in which case the symmetrical triangle will work...
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Major Markets June Report
↗
June 01, 2024
In this video, I review the markets' movements seen through the month of May, and I discuss what moves we may see in June.
Via
Talk Markets
Tech Stocks Crumble As Wall Street's 5-Week Rally Ends; Bonds Offer Safe Haven As Growth Worries Reemerge: What's Driving Markets Friday?
↗
May 31, 2024
Bears knocked on Wall Street’s door again Friday, sending large-cap tech stocks lower despite the Fed’s favorite inflation measure meeting expectations.
Via
Benzinga
Topics
Economy
Are Rate Cuts Imminent After Fed's Preferred Inflation Data Holds Steady? 'Be-Careful-What-You-Wish-For Moment'
↗
May 31, 2024
Slowing consumer spending could lead to lower inflation. And if the Fed "can cut slowly as a result" then that will be good for markets.
Via
Benzinga
Topics
Economy
SPDR ETF Report For Thursday, May 30
↗
May 31, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Thursday, May 30.
Via
Talk Markets
Topics
ETFs
Fed's Favorite Inflation Data Due Friday: How Could Markets React To Surprises?
↗
May 30, 2024
The highly anticipated PCE price index, a key measure of inflation, will be released on Friday. Investors await the data, which could impact interest rates and asset prices.
Via
Benzinga
Topics
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Bonds That Won’t Bail on You: 3 Rock-Solid Picks for Steady Income
↗
May 30, 2024
These exchange-traded funds will give you access to safe bond choices that will provide a secure and steady form of income generation.
Via
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Tech, Blue Chip Stocks Drop; Small Caps, Real Estate Rebound As Yields Ease; Solar Industry Shines: What's Driving Markets Thursday?
↗
May 30, 2024
Wall Street experienced another decline on Thursday, with major large-cap indices affected by a downturn in the tech and communication services sectors. Investors shifted their focus to market areas...
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Benzinga
World's Smartest Banker Says "Could Be Hell To Pay" If Wall Street's Craze Goes Wrong
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May 30, 2024
To gain an edge, this is what you need to know today.
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Benzinga
Should I Be Worried? Stock Market (And Sentiment Results)…
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May 30, 2024
We are aggressively putting money to work in individual companies that are excessively undervalued relative to what we believe their normalized earnings power will look like as their recoveries...
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Talk Markets
TLT Investors Brace For Friday Inflation Data With Bond Market In Turmoil
↗
May 30, 2024
For TLT investors, the immediate focus is on the PCE inflation data. A favorable report could stabilize bond prices.
Via
Benzinga
Topics
Bonds
Economy
SPDR ETF Report For Wednesday, May 29
↗
May 30, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Wednesday, May 29.
Via
Talk Markets
Topics
ETFs
Bond Yields Soar As Rate-Cut Hopes Plunge; Stocks, Oil, & Gold All Sold
↗
May 29, 2024
A quiet macro day in the US, a mixed bag of regional Fed survey data, followed a hotter-than-expected inflation print in Germany, which sparked a further hawkish shift lower in rate-cut expectations.
Via
Talk Markets
Topics
Economy
Fed Beige Book Shows Modest Economic Expansion Ahead Of Key GDP, Inflation Data Release
↗
May 29, 2024
The Fed's latest Beige Book shows modest economic expansion, with slight job gains and moderate wage growth. Prices remain stable.
Via
Benzinga
Topics
Economy
Volatility Spooks Investors As Treasury Yields, Dollar Climb Ahead Of Key Economic Releases: What's Driving Markets Wednesday?
↗
May 29, 2024
Volatility surged back into the market on Wednesday, with the CBOE Volatility Index (VIX) spiking 9% after hitting nearly three-year lows last week, fueled by fresh upticks in Treasury bond yields.
Via
Benzinga
Topics
Bonds
VIX Rises 8%, Treasury Yields Jump, Dow Plunges: Why Is Wall Street Wobbling Thursday?
↗
May 29, 2024
Wall Street opens with red showing as investors worry about interest rates. Volatility and Treasury yields spike. Traders expect 1-2 rate cuts.
Via
Benzinga
Topics
Stocks
SPDR ETF Report For Tuesday, May 28
↗
May 29, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Tuesday, May 28.
Via
Talk Markets
Topics
ETFs
US Stocks Waver, Nvidia Lifts Chipmakers, GameStop Spikes, Moderna Tumbles: What's Driving Markets Tuesday?
↗
May 28, 2024
Wall Street resumed trading after the Memorial Day holiday with a familiar trend, as major chipmaker stocks significantly outperformed the broader market.
Via
Benzinga
The Fed Vs. The Treasury: All Roads Lead To Inflation
↗
May 26, 2024
In the fight against inflation, is it the Fed or the Treasury that calls the shots? The answer is, it’s both. The Fed raises interest rates, but the Treasury has its own set of tricks to “stimulate” or...
Via
Talk Markets
Topics
Economy
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