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home
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Client Information
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Event Schedule
Total Asset Fund (TAF sm) Presentation
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Market Value Securities (MVS sm) Presentation
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Investing During Uncertain Times
Read FULL Seminar Here
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Asia Morning Bites For Wednesday, Aug 21
↗
August 20, 2024
Strong export data from North Asia and some more support for China’s property market. BI and BoT meetings are worth watching.
Via
Talk Markets
Financial Markets Report For Tuesday, Aug 20
↗
August 20, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Tuesday, August 20.
Via
Talk Markets
Falling Rates, Weaker Dollar May Mean Increasing U.S. Recession Odds
↗
August 20, 2024
The 10-year rate ended the day in a particularly interesting position, given its significance in the broader financial landscape.
Via
Talk Markets
Topics
Economy
USD Remains Soft But Consolidation Is Threatened
↗
August 20, 2024
The US dollar's recent retreat has been marginally extended today but it seems to be moderating.
Via
Talk Markets
Financial Markets Report For Monday, Aug 19
↗
August 20, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Monday, Aug 19.
Via
Talk Markets
The Worrying Chinese Slowdown
↗
August 16, 2024
Over the past two years, the Chinese market's underperformance relative to the US market has been particularly notable.
Via
Talk Markets
10-Year U.S. Treasury Yield ‘Fair Value’ Estimate
↗
August 15, 2024
The spread between the US 10-year Treasury yield and a ‘fair value’ estimate continued to narrow in July.
Via
Talk Markets
Speculator Extremes: Yen, VIX, 5-Year & Cotton Lead Bullish & Bearish Positions
↗
August 19, 2024
This weekly Extreme Positions report highlights the most bullish and most bearish positions for the speculator category.
Via
Talk Markets
Topics
Stocks
Jackson Hole, Fed Minutes And PMI
↗
August 18, 2024
With the Fed about to ease, the only question being whether that is to satisfy or disappoint the markets near term. Markets are to face rate cuts realism Friday.
Via
Talk Markets
Topics
Economy
Strong ETFs
↗
August 18, 2024
On Friday evening, I went through my list of key ETFs, and I found eight that seemed strong and eight that seemed vulnerable to weakness. Here are the strong-looking ones.
Via
Talk Markets
Topics
ETFs
Projecting Futures Via the CoT Report - Eye On Noncommercials
↗
August 18, 2024
Equity bulls picked up where they left off last week. As things stand, odds favor the bulls more than the bears.
Via
Talk Markets
Futures Rally Fizzles As Dollar, Yields And Oil Slump
↗
August 17, 2024
US equity futures erased earlier gains and were trading with modest losses as the dollar, oil, and yields all slumped entering the US session.
Via
Talk Markets
SPY Breadth And Underperforming Bonds
↗
August 11, 2024
The smart vs. dumb money indicator is one worth paying attention to from medium-term perspective.
Via
Talk Markets
Rates Ready To Plunge?
↗
August 09, 2024
Rates seem to be forming their own very impressive topping patterns, similar to what happened before Covid.
Via
Talk Markets
The Dollar Softens Into The Weekend
↗
August 16, 2024
The US dollar is weaker against all the G10 currencies today.
Via
Talk Markets
Asia Morning Bites For Friday, Aug 16
↗
August 15, 2024
Electronics surge lifts Singapore’s non-oil domestic exports in July.
Via
Talk Markets
Asia Morning Bites For Thursday, Aug 15
↗
August 14, 2024
Japanese GDP kicks off a hectic day ahead with the China data dump, Philippine rates decision and Australian labour data all ahead of key G-7 releases.
Via
Talk Markets
Asia Morning Bites For Wednesday, Aug 14
↗
August 13, 2024
Korean unemployment rate decline masks domestic weakness. Asian FX gains as market confidence on US rate cuts is boosted by PPI data.
Via
Talk Markets
Wall Street Is Back In The Grove
↗
August 13, 2024
The Fed has craftily re-anchored inflation expectations—a masterstroke that may well clear the track for a hefty rate cut come September.
Via
Talk Markets
Topics
Economy
Are Risk Appetites Recovering?
↗
August 13, 2024
Risk appetites appear to be healing. Outside of India, Asia Pacific stocks rallied, led by the return of Japan from a holiday-long weekend.
Via
Talk Markets
Subdued Market Compared To A Week Ago: Is The Dramatic Position Unwinding Over?
↗
August 12, 2024
The capital markets have begun the week in a subdued fashion.
Via
Talk Markets
Speculator Extremes: Japanese Yen, Natural Gas & Silver Lead Bullish Positions
↗
August 11, 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
Energy
Mining The Latest CoT Report For The Movements of Noncommercials, Hedge Funds, Futures
↗
August 11, 2024
As things stand, there is room for the prevailing relief rally to continue. And when it comes to the dollar, odds probably favor the bulls.
Via
Talk Markets
The CPI Report Could Be A Disaster For The Market
↗
August 10, 2024
A weaker than expected CPI could set off a chain reaction...
Via
Talk Markets
Opening For Bears Or Shocking Stock Rally?
↗
August 10, 2024
In this week's video, we'll review the latest chart data and studies to help us answer the question: Do the bears finally have an opening or are stocks poised for a shocking rally?
Via
Talk Markets
AskSlim Market Week - Friday, Aug. 9
↗
August 09, 2024
An analysis and commentary on the financial markets.
Via
Talk Markets
Financial Markets Report For Thursday, Aug 8
↗
August 08, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Thursday, August 8.
Via
Talk Markets
The Stock Market Finally Held Their Gains After 2 Failed Attempts
↗
August 08, 2024
The stock market appeared confused this morning, reacting to the weekly jobless claims and continuing claims data as if the CPI report had come in 0.4% cooler than expected.
Via
Talk Markets
Markets Take A Hit, But A Clear Risk-Off Signal Is Still In Dispute
↗
August 08, 2024
From the vantage of the past week of trading the case looks clear for calling recent market volatility a sign of a risk-off pivot.
Via
Talk Markets
5 Charts Gold Investors Must Follow
↗
August 08, 2024
With the rising risk of a recession and bear market and ensuing volatility impacting all asset classes, five charts Gold investors should follow.
Via
Talk Markets
Topics
Economy
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