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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
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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
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TAV Program
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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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Total Asset Fund (TAF)
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Additional Information
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Event Schedule
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Investing During Uncertain Times
Read FULL Seminar Here
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Updated: 4:15 PM EDT, Mar 9, 2026
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A Yield Curve Failure?
↗
September 13, 2024
The US yield curve is considered to be a good leading indicator of US recession, with an inversion of the curve invariably occurring prior to the start of a recession.
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Asia Morning Bites For Friday, Sept 13
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September 13, 2024
Further support for China’s mortgage holders was reported yesterday, ahead of what could be a weak China data dump tomorrow
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Financial Markets Report For Thursday, Sept 12
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September 13, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Thursday, September 12.BNO, FXE, DIA, FXB, IEF, IWM, OIL, UCO, UNG, USO, UUP, NDX, SPX, BITCOMP
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Gold Surges To New Record High After Hot PPI As ECB/WSJ Trigger Dollar Dump
↗
September 12, 2024
ECB cut rates by 25bps as expected but all eyes were on US data. A hotter-than-expected PPI followed the hotter-than-expected core CPI pushing rate-cut expectations lower.
Via
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Here's Why Treasury ETFs Are Scaling New Highs
↗
September 12, 2024
While the Treasury rally has been broad-based across various maturities, we have highlighted five from different ends of the yield curve that scaled to new highs in the latest trading session.
Via
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Topics
ETFs
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YIelds Hit Session High After Tailing 30Y Auction
↗
September 12, 2024
The auction stopped with a high yield of 4.015%, 30bps below last month's stop and the lowest since July 2023, but the auction also tailed the When Issued 4.001 by 1.4bps, the 3rd consecutive tail in a...
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Talk Markets
Asia Morning Bites For Thursday, Sept 12
↗
September 12, 2024
Asian currencies make gains as the USD softens during the Presidential debate. Indian August inflation is set to fall further.
Via
Talk Markets
Topics
Economy
Financial Markets Report For Wednesday, Sept 11
↗
September 11, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Wednesday, September 11.
Via
Talk Markets
Stocks Rally Back In A Roller Coaster Session
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September 11, 2024
Stocks started flat and turned sharply, only to rise sharply following a confusing CPI report. By day’s end, it seemed clear that the only thing the CPI report seemed to confirm was that the Fed was...
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Nothing Here Screams “Stop The Rate Cut Music”
↗
September 11, 2024
Still, the debate lingers: will we see a soft landing or a hard one?
Via
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Asia Morning Bites For Tuesday, September 10
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September 11, 2024
Apparent Korean labour market tightness may not be all it seems.
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Financial Markets Report For Tuesday, Sept 10
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September 10, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Tuesday, September 10.
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The Yield Curve “Un-”Inverts, Well Sort of
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September 10, 2024
The UST 2-Year/10-Year yield curve recently moved into positive territory, due to relatively aggressive rate cut expectations following cooling labor market data.
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The Stocks Markets One Day Rally Appears To Be Over
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September 10, 2024
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Consolidative Tuesday: Sept 10
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September 10, 2024
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Tech Stocks Lead Market Gains As Investors Await Key CPI Data And Fed Rate Cut Decision
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September 10, 2024
Investors are clearly focused on the upcoming CPI report, which could offer crucial insights into the Federal Reserve’s next move.
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Asia Morning Bites For Tuesday, Sept 10
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September 10, 2024
China’s trade data due for release today could throw some more light on the overcapacity question.
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Financial Markets Report For Monday, Sept 9
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September 09, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Monday, September 9.
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September 08, 2024
While disinflation lasts and the Jackson Hole inflation victory lap is over, the job market is quite steadily deteriorating.
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Bull Steepening Is Bearish For Stocks – Part Two
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September 08, 2024
With the odds growing that a long bull steepening may be upon us, it’s incumbent upon us to quantify how various stock indices, sectors, and factors have done during similar yield curve movements.
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Speculator Extremes: Ultra T-Bonds, Yen, 5-Year & Cotton Lead Bullish & Bearish Positions
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This weekly
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Peeking Into The Future Through CoT Report: Futures, Noncommercial Buyers, How Hedge Funds Are Positioned
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Just ahead of VIX’s Aug. 5 spike reversal tagging 65.73 intraday, the weekly RSI rallied to low-70s . The metric went sideways at the median for a few weeks, lifting off this week to 62-plus. This is a...
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Financial Markets Report For Friday, Sept 6
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September 06, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Friday, September 6.
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Labor Market Slows With 142K New Jobs In Aug, Dow Futures Fall 160 Points
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September 06, 2024
The August U.S. jobs report revealed mixed signals, with nonfarm payrolls increasing by 142,000, below expectations.
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Topics
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Stocks Pump And Dump After Waller Advocates For "Front-Loading" Rate Cuts, But Timiraos Intervenes To Hawk Things Up
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September 06, 2024
There was a bizarre reaction in risk assets this morning after the jobs report: after first surging, everything started selling off just after the cash open, led by a huge hammer in bitcoin as usual...
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Asia Morning Bites For Thursday, Sept 5
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September 05, 2024
South Korea’s GDP, Japan’s labour cash earnings, and various inflation data in focus today.
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The Market Is Positioning Itself Ahead Of The Big Job Report
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September 05, 2024
Stocks ended the day mostly flat, resembling a pause. It wouldn’t be surprising to see the market trade lower tomorrow, ahead of the payroll report. Implied volatility will likely increase leading up...
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Financial Markets Report For Wednesday, Sept 4
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In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Wednesday, September 4.
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Hard-Landing Panic Leads To First Yield Curve Disinversion In Two Years, As Nvidia Plunge Continues
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September 04, 2024
If yesterday's market dump was a bang, today's continued selling more of a whimper.
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Rates Spark: Bonds Rally On Risk-Off Sentiment
↗
September 04, 2024
Bonds rallied as risk-off sentiment dragged risk-assets lower. Significant euro and dollar issuance did not seem to prevent the decline in yields.
Via
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