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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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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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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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Pound Sterling Corrects Further Against US Dollar As Fed Maintains Restrictive Policy Stance
↗
March 21, 2025
The Pound Sterling declines to near 1.2920 against the US Dollar as the Fed is not in a rush to move to interest rate cuts.
Via
Talk Markets
Topics
Currencies/Forex
Economy
FX Daily: Dollar Rebound Can Continue
↗
March 21, 2025
Data may get in the way of the dollar's recovery from next week but for now, there is a good case to chase the rebound.
Via
Talk Markets
Topics
Currencies/Forex
Gold Trading Strategy, XAUUSD Analysis & Forecast - Friday, March 21
↗
March 21, 2025
Today you will see Gold price prediction based on technical analysis. What is the support and resistance on the daily time frame for XAUUSD?
Via
Talk Markets
Topics
Commodities
Elliott Wave Technical Analysis: Bitcoin Crypto Price News For Friday, March 21
↗
March 21, 2025
Bitcoin (BTC/USD) is in a corrective Elliott Wave pattern. Wave A recently concluded, and price action appears to be entering Wave B — a short-term bounce — before continuing into Wave C.
Via
Talk Markets
Topics
Cryptocurrencies
Financial Markets Report For Thursday, March 20
↗
March 20, 2025
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Thursday, March 20.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
Australian Dollar Weakens As AUD/USD Slips Below 0.6300 Amid Economic Concerns
↗
March 20, 2025
AUD/USD decline accelerates as the labor market weakens and the US Dollar (USD) strengthens. The pair is falling sharply on Thursday, slipping beneath a key support level as Australia’s labor market...
Via
Talk Markets
Canadian Dollar Whipsaws As Tariff Concerns Prompt BoC Policy Planning Shift
↗
March 20, 2025
The Canadian Dollar (CAD) whipsawed on Thursday, rising and then falling six-tenths of a percent as Loonie traders digest new policy guidance plans from the Bank of Canada (BoC).
Via
Talk Markets
Topics
Currencies/Forex
Stocks And Precious Metals Charts - Triple Witch Tomorrow
↗
March 20, 2025
Gold rose 0.1% to settle at $3,043.80 per ounce.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
Market Talk - Thursday, March 20
↗
March 20, 2025
The major Asian stock markets had a mixed day today.
Via
Talk Markets
Dollar Devaluation And The Antisystem Youth
↗
March 20, 2025
Antisystem young people, reshoring manufacturing, and the Mar-a-Lago accord.
Via
Talk Markets
United States Federal Reserve Maintains Rates, Raises Inflation Forecast
↗
March 20, 2025
The Fed has started the year with two consecutive pauses after cutting three straight times in the fourth quarter of 2024.
Via
Talk Markets
Topics
Currencies/Forex
Economy
Stocks / Equities
US Dollar Up Near 0.50% In The DXY As Dust Settles Over The Latest Fed Decision
↗
March 20, 2025
The US Dollar Index rallies towards 104.00 on Thursday ahead of the weekly jobless claims data.
Via
Talk Markets
Topics
Currencies/Forex
Economy
Dollar Comes Back Bid - Thursday, March 20
↗
March 20, 2025
The Federal Reserve's projections show a little more inflation and a little less growth this year and next, but the median projection showed, as it did in December, two rate cuts this year.
Via
Talk Markets
Topics
Currencies/Forex
Economy
Pound Hits 4.5-Month High: New Peaks On The Horizon
↗
March 20, 2025
The GBP/USD pair surged to 1.3008 on Thursday, marking its highest level in 4.5 months. This upward momentum has fuelled speculation about additional gains for the British pound.
Via
Talk Markets
Topics
Currencies/Forex
Elliott Wave Technical Analysis: Euro/U.S. Dollar - Thursday, March 20
↗
March 20, 2025
The analysis identifies the market in a bullish trend phase, driven by impulsive waves rather than corrections.
Via
Talk Markets
Topics
Currencies/Forex
Two Trades To Watch: FTSE 100, USD/JPY Forecast - Thursday, March 20
↗
March 20, 2025
FTSE 100 rises ahead of BoE rate decision. USD/JPY steadies after the Fed left rates unchanged.
Via
Talk Markets
Topics
Currencies/Forex
Economy
Stocks / Equities
Forex Today: Swiss National Bank Cuts Rates, BoE Expected To Hold
↗
March 20, 2025
In the Forex market, since Tokyo opened today, the strongest major currency is the Japanese Yen while the weakest is the New Zealand Dollar.
Via
Talk Markets
Topics
Commodities
Currencies/Forex
USD/CHF Retakes 0.8800 After SNB Cuts Rates By 25 Bps; Remains Below 200-Day SMA
↗
March 20, 2025
USD/CHF attracts some dip-buyers and draws support from a combination of factors.
Via
Talk Markets
Topics
Currencies/Forex
Pound Sterling Declines After UK Employment Data, BoE Policy Awaited
↗
March 20, 2025
The Pound Sterling falls slightly against its major peers after the release of the UK labor market data for three months ending January.
Via
Talk Markets
Topics
Currencies/Forex
China And Europe Markets Slide; Dollar Up 0.4%, Gold Steady Near Record Highs - Global Markets Today While US Slept
↗
March 20, 2025
U.S. markets rose after Fed holds rates steady and projects slower growth, higher inflation. Dow, S&P 500, Nasdaq post gains. Markets react to tariffs and inflation uncertainty.
Via
Benzinga
Topics
Economy
Stocks
World Trade
FX Daily: Two Holds And A Cut Today
↗
March 20, 2025
The Fed revised its dot plot projections to two cuts in 2025, but guidance remains more hawkish than market pricing.
Via
Talk Markets
Topics
Currencies/Forex
Economy
Financial Markets Report For Wednesday, March 19
↗
March 19, 2025
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Wednesday, March 19.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
GBP/USD Remains Attached To 1.3000 After Fed Rate Hold
↗
March 19, 2025
GBP/USD remained pinned to recent highs near the 1.3000 handle on Wednesday, with market sentiment bolstered into the high side after the Fed held steady on its plans to deliver more rate cuts in 2025,...
Via
Talk Markets
Topics
Currencies/Forex
Economy
Stocks Rise As Fed Signals Uncertainty Lies Ahead
↗
March 19, 2025
Stocks managed to gain back almost exactly what they lost yesterday, finishing the day up about 1.1% to close essentially unchanged at Monday’s close at 5,675.
Via
Talk Markets
Topics
Currencies/Forex
Economy
Stocks / Equities
USD/CAD Edges Higher Above 1.4300 As Fed Holds Rates Steady, Eyes On BoC’s Macklem Speech
↗
March 19, 2025
The USD/CAD pair gathers strength to around 1.4320 during the late American session on Wednesday.
Via
Talk Markets
Topics
Currencies/Forex
Economy
Stocks And Precious Metals Charts - Gold Soared
↗
March 19, 2025
Stocks rolled higher today.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
Market Talk - Wednesday, March 19
↗
March 19, 2025
The oil markets had a green day today.
Via
Talk Markets
Gold Price Forecast: XAU/USD Lurches To $3,040 Post-Fed
↗
March 19, 2025
Growth expectations in 2025 are becoming hampered by inconsistent US policy calls.
Via
Talk Markets
Topics
Commodities
USD/JPY: BoJ Holds Steady As Markets Await Fed Signal
↗
March 19, 2025
The USD/JPY pair remained firmer on the session as the Bank of Japan opted to keep rates unchanged at 0.5%, a decision that was widely expected by markets.
Via
Talk Markets
Topics
Currencies/Forex
Economy
Stocks, Dollar Rise Ahead Of Fed Meeting, Boeing Eyes Best Day In Nearly 2 Years: What's Driving Markets Wednesday?
↗
March 19, 2025
Risk sentiment shows signs of recovery by midday trading in New York, as investors anxiously await the Federal Open Market Committee (FOMC) meeting at 2:00 p.m., hoping that Federal Reserve Chair...
Via
Benzinga
Topics
Economy
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