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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
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Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
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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
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Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
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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
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Financial Markets Report For Tuesday, Nov 26
↗
November 26, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Tuesday, November 26.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
Trump's Tariff Talks Wobble Forex Market, Close Neighbors Suffer Most
↗
November 26, 2024
Some market pundits were debating about a possible grand deal between the US and China. In exchange for a lighter tariff regime, Beijing would accept yuan appreciation.
Via
Talk Markets
Topics
Currencies/Forex
Government
World Trade
GBP/USD Forecast: Testing Major Support
↗
November 26, 2024
The British Pound has pulled back just a bit during the early hours on Monday as we continue to see a lot of noisy behavior.
Via
Talk Markets
Topics
Currencies/Forex
Daily Market Outlook - Tuesday, Nov. 26
↗
November 26, 2024
The dollar saw a late-day bid in US trade after the announcement by President-elect Trump that tariffs would be implemented on imports from Canada, Mexico, and China.
Via
Talk Markets
Topics
Cryptocurrencies
Currencies/Forex
Government
Asia And Europe Markets Dip, Crude Oil And Gold Gain - Global Markets Today While US Slept
↗
November 26, 2024
US markets ended higher on Monday, boosted by drop in bond yields and rate cuts. Asian markets mixed with Japan and Australia down, China and HK up.
Via
Benzinga
Topics
Bonds
Pound Sterling Struggles Against US Dollar On Renewed Trump Tariff Fears
↗
November 26, 2024
The Pound Sterling trades lower against the US Dollar as Donald Trump warns of more tariffs on other North American economies.
Via
Talk Markets
Topics
Currencies/Forex
Government
World Trade
Financial Markets Report For Monday, Nov 25
↗
November 25, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Monday, November 25.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
Markets Do Cartwheels In Response To Traditional Pick For US Treasury Secretary
↗
November 25, 2024
The selection of Scott Bessent, the hedge fund manager as the next US Treasury Secretary was greeted euphorically in the capital markets.
Via
Talk Markets
Topics
Currencies/Forex
Asia Mixed, Europe Markets Gain While Gold And Dollar Dip - Global Markets Today While US Slept
↗
November 25, 2024
On Friday, U.S. markets closed higher on positive economic data and hopes for interest rate cuts, while tech faced pressure. Asian markets also rose, except for China and Hong Kong. Oil and gold prices...
Via
Benzinga
Daily Market Outlook - Thursday, Nov. 21
↗
November 21, 2024
Via
Talk Markets
Topics
Cryptocurrencies
Currencies/Forex
Stocks / Equities
GBPJPY Forex Elliott Wave Technical Analysis - Monday, November 25
↗
November 25, 2024
British Pound/Japanese Yen (GBPJPY) Forex Elliott Wave Technical Analysis
Via
Talk Markets
Topics
Currencies/Forex
GBP/JPY Holds Gains Above 194.00 As Traders Expect BoE To Reduce Rates Gradually
↗
November 25, 2024
GBP/JPY gains ground as the Bank of England may adopt a slower pace of policy easing.
Via
Talk Markets
Topics
Currencies/Forex
Daily Market Outlook - Monday, Nov. 25
↗
November 25, 2024
Asian markets are trading mostly higher on Monday, buoyed by the positive performance on Wall Street on Friday, with significant gains in Japan, Indonesia, and South Korea.
Via
Talk Markets
Topics
Cryptocurrencies
Currencies/Forex
Stocks / Equities
Week 46: USD Index Bets Continue Divergence, Speculators Cut Their Euro Bets
↗
November 24, 2024
The COT currency market speculator bets were overall lower this week as just three out of the 11 currency markets we cover had higher positioning while the other 8 markets had lower speculator...
Via
Talk Markets
Topics
Currencies/Forex
GBP/USD Price Forecast: Stumbled And Hovered Around 1.2520 Ahead Of Next Week's Data
↗
November 23, 2024
The pound extended its losses against the greenback for the third straight day on Friday, as it declined around 0.47% after UK Flash PMIs and Retail Sales data disappointed investors. This bolstered...
Via
Talk Markets
Topics
Currencies/Forex
GBPUSD Analysis & GBPUSD Price Prediction Forecast - Saturday, November 23
↗
November 23, 2024
Today you will see GBPUSD price prediction based on the technical analysis. What is the support and resistance on the daily time frame for GBPUSD. What to expect where the price will breakout for the...
Via
Talk Markets
Topics
Currencies/Forex
Week Ahead: Little To Stop the Surging Dollar
↗
November 23, 2024
The dollar's Q4 rally continued last week. The Dollar Index has risen in the first eight weeks of the fourth quarter, gaining a little more than 7%.
Via
Talk Markets
Topics
Currencies/Forex
Financial Markets Report For Friday, Nov 22
↗
November 22, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Friday, November 22.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
GBP/USD Price Analysis: Hits 6-Month Low as UK Sales Slump
↗
November 22, 2024
UK retail sales fell by 0.7% in October, compared to estimates of a 0.3% drop. The UK economy only expanded by 0.1% in the third quarter. US initial jobless claims unexpectedly fell last week from...
Via
Talk Markets
Topics
Currencies/Forex
Economy
Daily Market Outlook - Friday, Nov. 22
↗
November 22, 2024
Stocks in China and Hong Kong fell on Friday as investors continued to express caution owing to the potential of tariffs from the U.S. President-elect Donald Trump.
Via
Talk Markets
Topics
Cryptocurrencies
Currencies/Forex
Government
Asia Mixed, Europe Mostly In Red; Dollar Hits 13-Month High - Global Markets Today While US Slept
↗
November 22, 2024
US markets closed higher on Thursday, with gains in Dow (+461), S&P 500 (+32), and Nasdaq (+6). Economic data showed positive home sales but weak manufacturing and jobless claims. Most S&P sectors rose...
Via
Benzinga
Topics
Stocks
EUR/GBP Gathers Strength Above 0.8300 After Downbeat UK Retail Sales Data
↗
November 22, 2024
EUR/GBP strengthens to around 0.8330 in Friday’s early European session, up 0.17% on the day. The UK Retail Sales came in at -0.7% MoM in October vs. 0.1% prior. Expectations for more aggressive rate...
Via
Talk Markets
Topics
Currencies/Forex
Pound Sterling Weakens As UK Retail Sales Contract At Faster-Than-Expected Pace
↗
November 22, 2024
The Pound Sterling faces a sharp sell-off as UK Retail Sales declined at a faster-than-projected pace in October.
Via
Talk Markets
Topics
Currencies/Forex
FX Daily: Big PMI Day For The Euro
↗
November 22, 2024
A combination of factors are contributing to the strong dollar, and with geopolitical risks on the rise, we believe it may be risky to try and pick a bottom in EUR/USD just yet.
Via
Talk Markets
Topics
Currencies/Forex
Elliott Wave Technical Analysis - British Pound/U.S. Dollar
↗
November 21, 2024
GBPUSD remains in a bearish phase, with wave 5 currently unfolding within the larger wave 3.
Via
Talk Markets
Topics
Currencies/Forex
GBP/USD Analysis: Struggles Near 6-Month Low Amidst Uncertainty
↗
November 21, 2024
The gains made yesterday by the GBP/USD currency pair to the resistance level of 1.2715 quickly evaporated.
Via
Talk Markets
Topics
Currencies/Forex
Ueda Lifts Yen, Leaving Euro And Sterling Pinned Near Lows
↗
November 21, 2024
Escalating tensions in Europe and comments from Bank of Japan Ueda that spurred speculation of a December hike are the main drivers of the foreign exchange market today.
Via
Talk Markets
Topics
Currencies/Forex
Asia And Europe Markets Mixed; Dollar Hovers Near 52-Week High - Global Markets Today While US Slept
↗
November 21, 2024
U.S. markets close mixed, mortgage apps up 1.7%. Healthcare, energy, materials lead S&P gains. Nikkei, ASX, Nifty slide. Oil prices rise.
Via
Benzinga
Topics
Stocks
GBP/USD Forex Signal: Bearish Forecast Ahead Of UK Retail Sales Data
↗
November 21, 2024
The GBP/USD exchange rate remained under pressure after the stronger UK inflation numbers published on Wednesday.
Via
Talk Markets
Topics
Currencies/Forex
Economy
GBP/USD Forecast: British Pound Gives Up Momentum
↗
November 21, 2024
During my daily analysis of the GBP/USD pair, the first thing I notice is that we did try to rally, but it seems like above the 1.27 level, the sellers came in and really started to push the markets...
Via
Talk Markets
Topics
Currencies/Forex
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