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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
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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
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
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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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Invesco CurrencyShares Euro Currency Trust
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Updated: 8:00 PM EDT, Jun 12, 2026
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Today's US Employment Report Among The Least Important In The Cycle
↗
January 10, 2025
The US dollar is consolidating in a mixed fashion today ahead of the employment report.
Via
Talk Markets
Topics
Currencies/Forex
Dollar Heads For 6th Weekly Gain; Asia Markets Decline, Europe Mixed - Global Markets Today While Us Slept
↗
January 10, 2025
U.S. markets closed in honor of late President Carter. Futures down due to Fed hawkishness, labor strength, and inflation worries. Asian markets mostly lower, Europe mixed. Oil and gold prices rise,...
Via
Benzinga
Topics
Economy
Daily Market Outlook - Friday, Jan. 10
↗
January 10, 2025
Asian stocks fell ahead of the U.S. employment data, which is anticipated to influence interest rate forecasts.
Via
Talk Markets
Topics
Cryptocurrencies
Currencies/Forex
Stocks / Equities
EUR/USD Forex Signal: Euro Crashes Amid US And EU Divergence
↗
January 09, 2025
EUR/USD falls for 5 weeks, hits lowest since Nov 2022, down nearly 10% from August peak.
Via
Talk Markets
Topics
Currencies/Forex
FX Daily: Sterling Exceptionalism Hits A Speed Bump
↗
January 09, 2025
Via
Talk Markets
Topics
Currencies/Forex
Navigating The EURUSD Landscape: A Detailed Analysis Of Recent Movements
↗
January 08, 2025
Via
Talk Markets
Topics
Currencies/Forex
EUR/GBP Extends The Rally Above 0.8350 Amid UK Fiscal Concerns
↗
January 10, 2025
EUR/GBP climbs to around 0.8375 in Friday’s early European session. Pound falls after UK borrowing costs hit their highest for 16 years. The Eurozone December inflation data has pushed back...
Via
Talk Markets
Topics
Currencies/Forex
Economy
FX Daily: Fiscal Rigor Pledge Is Calming Sterling Market
↗
January 10, 2025
The pound and gilts have found some respite after a substantial – albeit orderly – selloff.
Via
Talk Markets
Topics
Currencies/Forex
Financial Markets Report For Thursday, Jan 9
↗
January 09, 2025
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Thursday, January 9.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
Sterling Is Pounded
↗
January 09, 2025
The US dollar is mostly firmer today. Pressure on sterling and the UK Gilts has continued. The pound took out last year's low near $1.23 today and was pressed to $1.2240.
Via
Talk Markets
Topics
Currencies/Forex
Asia Markets Slide, Europe Mixed; Dollar Strengthens - Global Markets Today While Us Slept
↗
January 09, 2025
Dow Jones up 0.25% on mixed markets due to conflicting data and Trump's possible economic emergency. Asia markets mostly down, US futures down.
Via
Benzinga
Topics
Government
Stocks
Daily Market Outlook - Thursday, Jan. 9
↗
January 09, 2025
U.S. Treasury bonds gained, ending a four-day losing streak caused by concerns about persistent inflation.
Via
Talk Markets
Topics
Bonds
Cryptocurrencies
Currencies/Forex
EUR/USD Consolidates Around 1.03 As Bond Market Gets Stressed Over Inflation
↗
January 09, 2025
EUR/USD consolidates around 1.0300 on Thursday ahead of a calm trading day regarding economic data.
Via
Talk Markets
Topics
Currencies/Forex
Economy
Financial Markets Report For Wednesday, Jan 8
↗
January 08, 2025
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Wednesday, January 8.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
EUR/USD Stuck Near 1.03 Ahead Of Retail Sales Update
↗
January 08, 2025
EUR/USD fell back once again on Wednesday, dipping back into the 1.0300 handle as Fiber traders weigh mixed EU data while sitting in the shadow of Friday’s looming US Nonfarm Payrolls (NFP) jobs data...
Via
Talk Markets
Topics
Currencies/Forex
EUR/USD: Bearish Pressure Deepens As Tariff Concerns Resurface
↗
January 08, 2025
The EUR/USD remains under pressure, grappling with a mix of weak Eurozone economic data, China’s economic slowdown, and persistent US dollar strength.
Via
Talk Markets
Topics
Currencies/Forex
EUR/USD Analysis: Bearish Momentum Drives EUR/USD Lower
↗
January 07, 2025
According to recent trades and after its sharp losses, the EUR/USD exchange rate is heading towards parity.
Via
Talk Markets
Topics
Currencies/Forex
German Factory Orders Plunge 5.4% And Retail Sales Defy Expectations For A Gain
↗
January 08, 2025
The US dollar is mostly firmer today. Underlying sentiment is constructive, and yesterday's JOLTS and ISM reports were stronger than expected, playing on the American exceptionalism meme.
Via
Talk Markets
Topics
Currencies/Forex
EUR/USD Analysis: Ahead Of Fed Minutes
↗
January 08, 2025
During yesterday's trading session, the EUR/USD pair attempted to rebound upwards, but its gains did not exceed the 1.0435 level before settling back down around 1.0335 at the time of writing this...
Via
Talk Markets
Topics
Currencies/Forex
Economy
Daily Market Outlook - Wednesday, Jan. 8
↗
January 08, 2025
Asian markets declined, mirroring the moves in the U.S. overnight.
Via
Talk Markets
Topics
Cryptocurrencies
Currencies/Forex
Stocks / Equities
EUR/USD Trades Firmer Near 1.0350 As Traders Brace For German Retail Sales, FOMC Minutes
↗
January 08, 2025
EUR/USD edges higher to around 1.0350 in Wednesday’s early European session. Solid US economic data supports a Fed rate pause, which could lift the USD. Markets expect aggressive rate cuts by the ECB...
Via
Talk Markets
Topics
Currencies/Forex
Economy
Natural Gas Jumps 4%, Oil Hits $75; Europe Markets Advance - Global Markets Today While Us Slept
↗
January 08, 2025
Via
Benzinga
Topics
Energy
EUR/USD Extends Correction After Downbeat German And Eurozone Data
↗
January 08, 2025
EU/USD dips for a second day in a row after being rejected above 1.0400 this week.
Via
Talk Markets
Topics
Currencies/Forex
FX Daily: US Inflation Concerns Return
↗
January 08, 2025
The dollar is receiving some fresh support from data, particularly from the spike in the ISM services prices paid sub-index in December.
Via
Talk Markets
Topics
Currencies/Forex
Economy
Elliott Wave Technical Analysis: Euro/U.S. Dollar - Wednesday, Jan. 8
↗
January 08, 2025
The Euro to U.S. Dollar currency pair is currently in a counter-trend corrective phase.
Via
Talk Markets
Topics
Currencies/Forex
EUR/JPY Holds Below 163.50 As German Factory Orders Fell 5.4% In November
↗
January 08, 2025
The EUR/JPY cross pares recent gains to around 163.35 during the early European trading hours on Wednesday.
Via
Talk Markets
Topics
Currencies/Forex
SPDR ETF Report For Tuesday, Jan 7
↗
January 08, 2025
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Tuesday, January 7.
Via
Talk Markets
Topics
ETFs
Stocks / Equities
Financial Markets Report For Tuesday, Jan 7
↗
January 07, 2025
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Tuesday, January 7.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
EUR/USD Flubs Key Technical Levels And Backslides Once Again
↗
January 07, 2025
EUR/USD turned tail and swooned against the Greenback on Tuesday, shedding four-tenths of one percent after a failed recovery of the 1.0400 handle fizzled out completely.
Via
Talk Markets
Topics
Currencies/Forex
Risk Market's Throttled By A Global Surge In Bond Yields
↗
January 07, 2025
With U.S. yields climbing, the prognosis of the Japanese yen and the Chinese yuan isn't promising without persistent intervention and strategic currency maneuvers from central banks.
Via
Talk Markets
Topics
Currencies/Forex
Stocks / Equities
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