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home
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
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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Updated: 4:15 PM EDT, Mar 9, 2026
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Higher Interest Rates?
↗
September 27, 2024
The Federal Reserve only has control over the short end of the yield curve, and as one moves further out on the curve, the Fed's control diminishes.
Via
Talk Markets
Topics
Economy
Asia Morning Bites For Friday, Sept 27
↗
September 26, 2024
China’s politburo comments show the authorities shifting gears in their efforts to stabilize the economy. And there is also an LDP leadership race in Japan today.
Via
Talk Markets
Topics
Economy
Financial Markets Report For Thursday, Sept 26
↗
September 26, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Thursday, September 26.
Via
Talk Markets
Economic Data Under The Microscope, But Surveys May Be Skewed By Politics
↗
September 25, 2024
U.S. stocks took a hiatus from record highs as the financial markets hit the pause button ahead of Friday’s big inflation data drop
Via
Talk Markets
Topics
Economy
Asia Morning Bites For Wednesday, Sept 25
↗
September 25, 2024
Busy day ahead in Asia with China’s MLF and Australian inflation.
Via
Talk Markets
Re-Checking Some Key Market Charts
↗
September 23, 2024
After a newsworthy week, it seems like an opportune time to check in on some important charts and tables that we have referenced from time to time.These are some of the ones that seem most relevant...
Via
Talk Markets
Financial Markets Report For Tuesday, Sept 24
↗
September 24, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Tuesday, September 24.
Via
Talk Markets
Gold Surges To New Record High On 'Soft' Data Slump; Stocks & Bonds Dump'N'Pump
↗
September 24, 2024
The US equity open saw immediate selling pressure but BTFD-ers stepped in to rescue stocks with Nasdaq outperforming (as the other majors clung to unchanged/small green on the day)...
Via
Talk Markets
Financial Markets Report For Monday, Sept 23
↗
September 24, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Monday, September 23.
Via
Talk Markets
Asia Morning Bites For Tuesday, Sept 24
↗
September 24, 2024
China’s policy press conference and the Reserve Bank of Australia rates meeting are the highlights in Asia-Pacific today.
Via
Talk Markets
Markets Calm Ahead Of Macro Storm, But...
↗
September 23, 2024
Today's apparently calm demeanour perhaps reflects anxious traders gearing up for a pretty busy week of 'hard' and 'soft' data.
Via
Talk Markets
Weekly Market Pulse: Did The Fed Just Make A Mistake?
↗
September 23, 2024
There is little in the economic data right now that points to much of a slowdown and inflation is not yet back to the Fed’s stated target but the Fed chose to act aggressively anyway.
Via
Talk Markets
Topics
Economy
Much Complacency, SPY
↗
September 22, 2024
It‘s one more day of digesting not just the 50bp cut catching most off guard, but also about the rate cut path (full dot plot till end of 2025) ahead.
Via
Talk Markets
What The Latest CoT Report Tells Us About Who's Buying What
↗
September 22, 2024
The week clearly belonged to the SP500 bulls, although the last three candles – Wednesday’s shooting star, Thursday’s spinning top and Friday’s hanging man – demand caution despite the breakout.
Via
Talk Markets
US Stocks End Volatile Week Mixed As Fed’s Aggressive Rate Cut Fuels Uncertainty Amid Diverging Views
↗
September 21, 2024
Despite Friday's pullback, it was still a strong week for stocks, with the major indices posting solid gains, particularly the Nasdaq.
Via
Talk Markets
Topics
Economy
“Bond Market Yield Curve Returns to Normal”? Signals for Gold, Stocks, Economy
↗
September 21, 2024
The financial media appear to once again be leading the public astray about the Yield Curve situation.
Via
Talk Markets
Topics
Economy
Financial Markets Report For Friday, Sept 20
↗
September 20, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Friday, September 20.
Via
Talk Markets
Financial Markets Report For Thursday, Sept 19
↗
September 19, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Thursday, September 19.
Via
Talk Markets
Asia Morning Bites For Friday, Sept 20
↗
September 19, 2024
No change is likely from the BoJ today - But Ueda’s guidance will have the market’s full attention.
Via
Talk Markets
Mortgage Rates Rise Following Fed’s Big Interest Rate Cut
↗
September 19, 2024
It’s no surprise in this corner, but mortgage rates are up following the rate cut. Let’s discuss why.
Via
Talk Markets
Topics
Economy
Mixed Risk-Appetite Signals Sharpen Debate For Markets Outlook
↗
September 19, 2024
Recent market volatility has raised questions about the staying power of the rally for global assets that began in late-2023.
Via
Talk Markets
Asia Morning Bites For Thursday, Sept 19
↗
September 18, 2024
Fed easing can open the door for Asian central Banks to follow. Australian labour data today.
Via
Talk Markets
Topics
Economy
Financial Markets Report For Wednesday, Sept 18
↗
September 18, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Wednesday, September 18.
Via
Talk Markets
Financial Markets Report For Tuesday, Sept 17
↗
September 17, 2024
Via
Talk Markets
Financial Markets Report For Monday, Sept 16
↗
September 17, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Monday, September 16.
Via
Talk Markets
Speculator Extremes: Yen, VIX, Cotton & WTI Crude Oil Top Bullish & Bearish Positions
↗
September 15, 2024
This weekly Extreme Positions report highlights the Most Bullish and Most Bearish Positions for the speculator category. Extreme positioning in these markets can foreshadow strong moves in the...
Via
Talk Markets
Topics
Stocks
Short Squeeze, Anyone?
↗
September 15, 2024
Rate cut odds went up with discretionaries rallying on better than expected UoM consumer confidence and inflation expectations.
Via
Talk Markets
Topics
Economy
CoT On The Future Through Futures, Hedge Funds Positioning
↗
September 15, 2024
The enigmatic end-of-the-week rise in the odds for a 50-basis-point cut is nothing but markets’ way of putting pressure on the Fed. It is highly unlikely the Fed obliges.
Via
Talk Markets
Topics
Economy
How Stable Is The Stock Market?
↗
September 13, 2024
In this week's video, we'll review the latest charts to help us answer the question, how stable is the stock market?
Via
Talk Markets
The Beautiful Dreams Of Lower Interest Rates
↗
September 13, 2024
This week, the market was informed about the latest development in US inflation. Although the somewhat higher core rate did not really meet the market's wishes, it continues to dream of massive...
Via
Talk Markets
Topics
Economy
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