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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
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
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
TAM
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
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
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SPDR ETF Report For Monday, April 7
↗
April 08, 2025
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Monday, April 7.
Via
Talk Markets
Topics
ETFs
Stocks / Equities
Stocks And Precious Metals Charts - Panic In The Air
↗
April 07, 2025
Stocks found a footing after a wildly fluctuating open, and finally managed to close off the lows with a modest gain from the Friday close.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
“It Could Be A Trap” - Beware A Bond-Market Fast One
↗
April 07, 2025
An unruly selloff in Treasury and corporate paper may be the next crisis that the market may need to tackle.
Via
Talk Markets
Topics
Currencies/Forex
ETFs
Futures
Extreme Volatility Pressures Dow In Historic Session
↗
April 07, 2025
The Dow marked its biggest intraday oscillation ever on Monday, dropping more than 1,700 points at its session lows before swinging 2,595 points back into positive territory.
Via
Talk Markets
Topics
Commodities
Stocks
Stocks / Equities
The Great Golden Tariff Tantrum: Welcome To The Reset
↗
April 07, 2025
Gold is doing its job. While markets slide, one asset is holding firm. This is not just about tariffs. It is about trust, inflation, and the system itself.
Via
Talk Markets
Topics
Commodities
Economy
World Trade
Gold Rattled By Trade Tensions – But Can It Fall Below $3K Decidedly?
↗
April 07, 2025
As we move into the new week, sentiment remains fragile. With the trade war narrative heating up again, many traders are sitting on the sidelines, reluctant to commit capital until there’s more...
Via
Talk Markets
Topics
Commodities
World Trade
Gold Extends Correction As Trade War Selloff Intensify
↗
April 07, 2025
Gold price briefly falls below the $3,000 mark in early Monday trading.
Via
Talk Markets
Topics
Commodities
World Trade
The Commodities Feed: Tariff-Induced Sell-Off
↗
April 07, 2025
The complex has sold off heavily following the announcement of reciprocal tariffs by the Trump administration.
Via
Talk Markets
Topics
Commodities
Government
World Trade
Global Markets See Worst Drop Since 1997 Mimicking Black Monday Like Crash, Crude Oil Tumbles
↗
April 07, 2025
Via
Benzinga
Central Banks Gobbled Up More Gold In February
↗
April 06, 2025
Record prices haven't dulled central banks' appetites for gold.
Via
Talk Markets
Topics
Commodities
Reddit Erupts Over 34-Year-Old's Plan: 'My Strategy Is To Add $2K Monthly' – Is His Mix Of ETFs And Dividends A Genius Move Or A Bad One?
↗
April 06, 2025
Building a strong investment portfolio requires an allocation for growth, one for stability, and a last one for income, especially when it comes to planning for retirement.
Via
Benzinga
Topics
ETFs
Investors Fleeing U.S. Markets - Where The Smart Money Is Going
↗
April 06, 2025
U.S. sanctions and Trump’s tariffs are forcing global central banks to ditch U.S. treasuries for gold, the dollar is entering a structural decline, and a coming economic slowdown could pull the S&P 500...
Via
Talk Markets
Topics
Commodities
Government
Stocks
Stocks Sink As Tariffs Rise: A Crisis In The Making?
↗
April 06, 2025
As tariffs hit, markets tremble. Stocks slide, volatility spikes, and investors scramble. It’s a pattern we’ve seen before — and it’s playing out again.
Via
Talk Markets
Topics
Commodities
Currencies/Forex
World Trade
Gold & Silver Interim Peak As Stock Market Crashes
↗
April 06, 2025
We discuss downside support targets in gold and silver and in the miners.
Via
Talk Markets
Topics
Commodities
ETFs
Stocks / Equities
The Gold Update: Gold Comes Off; Stocks Finally Boffed
↗
April 06, 2025
Thursday and Friday saw gold, itself overdue to come off, finally so do while stocks got boffed and silver summarily slaughtereds.
Via
Talk Markets
CoT - Peek Into Future Through Futures - How Hedge Funds Are Positioned
↗
April 06, 2025
This is cost-push inflation, not demand-pull which was experienced during Covid. Many fear the US economy is headed for stagflation.
Via
Talk Markets
Topics
Bonds
Commodities
Currencies/Forex
Gold Mining Macrocosm Fully Engaged
↗
April 05, 2025
As Inflation Bugs sell indiscriminately, the gold mining Macrocosm (of proper macro-fundamentals) is engaged.
Via
Talk Markets
Topics
Bonds
Commodities
Economy
Market Meltdown As Fear Ramps Up
↗
April 05, 2025
In this video recap, we talk about the surging market volatility, collapsing stocks, and the tariff war that is affecting people all over the world.
Via
Talk Markets
Topics
ETFs
Futures
Stocks / Equities
Weekly Commentary: Worse Than The Worst-Case
↗
April 05, 2025
The historic, multi-decade, global Bubble was always going to end badly.
Via
Talk Markets
An Absolutely Tarrifying Week
↗
April 05, 2025
This week Trump’s “Liberation Day” tariffs tank $2.4 trillion in market value, China hit back hard, and Buffett bled billions.
Via
Talk Markets
Topics
Government
Stocks / Equities
World Trade
Silver Set To Explode As Gold Breaks Records
↗
April 05, 2025
A discussion about the rapid acceleration in gold prices, silver’s current lag, and why both metals may be poised for significant moves in the coming months and years.
Via
Talk Markets
Topics
Commodities
Gold, Silver & Stock Liquidation Continues
↗
April 05, 2025
The gold futures are now down $118 since the tariff announcement on Wednesday, although still comfortably over the $3,000 mark at $3,056 per ounce.
Via
Talk Markets
Topics
Commodities
Futures
World Trade
Gold Trading Strategy, XAUUSD Analysis & Forecast - Saturday, April 5
↗
April 05, 2025
Today you will see Gold price predictions based on technical analysis. What is the support and resistance on the daily time frame for XAUUSD?
Via
Talk Markets
Topics
Commodities
Are We On The Cusp Of Another Global Crisis?
↗
April 05, 2025
In this week's video, we'll review the latest charts and data to help us answer the question, are we on the cusp of another global financial crisis?
Via
Talk Markets
Topics
ETFs
Stocks / Equities
Market Madness - Top Seeds Eliminated
↗
April 04, 2025
Tariffs might be just a trigger that ushers in a raft of pending bad news. The longer this goes on, the deeper the hole those in control dig for the rest of us. Stay away from the edge; the deep hole...
Via
Talk Markets
Topics
Commodities
ETFs
Stocks / Equities
Gold Price Crashed Over 2.8% As Powell Turns Hawkish On Tariffs And Inflation
↗
April 04, 2025
Gold prices are extending on Friday their drop for the second consecutive day, hitting a seven-day low of $3,023 per troy ounce, down more than 2.80% as Fed Chair Jerome Powell turned hawkish in a...
Via
Talk Markets
Topics
Commodities
Economy
The Weekender: The Tariff Tidal Wave Keeps Gaining Momentum
↗
April 04, 2025
The tariff regime is evolving from a policy risk to a macro catalyst — and markets are only just starting to price the second-order effects.
Via
Talk Markets
Topics
Commodities
Stocks / Equities
World Trade
Gold Stocks Defy Markets
↗
April 04, 2025
Gold stocks are increasingly standing out in stock markets slammed by Trump’s massive tariffs.
Via
Talk Markets
Topics
Commodities
Government
Stocks / Equities
Tariffic Times Ahead… But Not For The Financial Markets
↗
April 04, 2025
Liberation Day isn’t just another headline - it’s a turning point for the global economy.
Via
Talk Markets
Topics
Commodities
Stocks / Equities
Stocks And Precious Metals Charts - All Tariffs All The Time
↗
April 04, 2025
Gold and silver were off, but did managed to find some footing and trade up from the lows.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
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