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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
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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
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
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EVENTS
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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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Asia Morning Bites For Wednesday, Aug 7
↗
August 07, 2024
Asian markets are unwinding some of the recent turmoil.
Via
Talk Markets
Asia Morning Bites For Thursday, Aug 8
↗
August 07, 2024
Philippine 2Q24 GDP and the Reserve Bank of India could provide some interest today as markets continue to stabilise.
Via
Talk Markets
Financial Markets Report For Wednesday, Aug 7
↗
August 07, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Wednesday, August 7.
Via
Talk Markets
BOJ Offers Verbal Support, Extends The Yen's Pullback
↗
August 07, 2024
Bank of Japan offered a verbal put today, with an indication that it wants to maintain low (accommodative) rates.
Via
Talk Markets
Financial Markets Report For Tuesday, Aug 6
↗
August 06, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Tuesday, August 6.
Via
Talk Markets
Bearish Yields Can Send US Dollar Lower
↗
August 06, 2024
Bearish yields can send the US Dollar lower from a technical point of view and from an Elliott wave perspective, as we see a positive correlation.
Via
Talk Markets
An Eventful Week – Interest Rates
↗
August 03, 2024
10 year Treasury yields are down 40 bps over the week.
Via
Talk Markets
Fragile Turn Around Tuesday
↗
August 06, 2024
Calmer markets are prevailing today, but an unease remains, and market moves continue to be sharp even if less dramatic.
Via
Talk Markets
The RBA Maintained Its Policy Settings
↗
August 06, 2024
The Reserve Bank of Australia left interest rates unchanged for the sixth consecutive meeting but reiterated that it did not rule out further rate hikes to control inflation.
Via
Talk Markets
Topics
Economy
Asia Morning Bites For Tuesday, Aug 6
↗
August 06, 2024
Stabilisation signs emerging. The Reserve Bank of Australia (RBA) will likely leave rates unchanged given the market backdrop. Philippine inflation for July to edge higher ahead of next week’s BSP...
Via
Talk Markets
Topics
Economy
Financial Markets Report For Monday, Aug 5
↗
August 05, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Monday, August 5.
Via
Talk Markets
Risks To Financial Stability Fan Speculation Of Emergency Rate Cuts
↗
August 05, 2024
The Black Monday talked about over the weekend has materialized. Japanese equity indices more than 12% today.
Via
Talk Markets
Market Briefing For Monday, August 5
↗
August 05, 2024
Perhaps there will be a new rebound try after carry-trade margin-calls and Monday washouts and so on. It is unlikely any rebound could carry higher than the breakdown point zone.
Via
Talk Markets
Weekly Forex Forecast - Sunday, Aug. 4
↗
August 04, 2024
Directional volatility in the Forex market rose again last week, as 67% of the most important pairs fluctuated by more than 1%. During this period, the Japanese yen was the strongest major currency,...
Via
Talk Markets
Wall Street Sentiment Sours As Dow Plummets Over 700 Points On Recession Fears
↗
August 03, 2024
The S&P 500 faced its worst session in nearly two years on Friday, spurred by recession fears following a surprisingly weak jobs report for July.
Via
Talk Markets
Topics
Economy
Stocks
Asia Morning Bites For Friday, Aug 2
↗
August 02, 2024
Korean inflation rise should prove short-lived, though that’s not the BoK’s only concern.
Via
Talk Markets
Topics
Economy
Financial Markets Report For Thursday, Aug 1
↗
August 01, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Thursday, August 1,
Via
Talk Markets
The Job Report Just Became Even More Important
↗
August 01, 2024
Stocks saw a pretty sharp reversal today. In fact, they closed down by about 1.4%, maybe just slightly higher.
Via
Talk Markets
Dollar Storms Back (But Not Against The Yen) After Fed Signals Low Bar To September Cut
↗
August 01, 2024
Neither the FOMC statement nor Fed Chair Powell's press conference dented the markets' confidence that the Federal Reserve will begin an easing cycle at its next meeting in September.
Via
Talk Markets
Topics
Economy
Asia Morning Bites For Thursday, August 1
↗
July 31, 2024
Yen rally helps drag Asian FX along for the ride - helped by dovish FOMC comments.
Via
Talk Markets
Financial Markets Report For Wednesday, July 31
↗
July 31, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Wednesday, July 31.
Via
Talk Markets
Most Slices Of The US Bond Market Posting Gains In 2024
↗
July 31, 2024
Year-to-date returns for US fixed income are skewing positive this year ahead of the Federal Reserve policy announcement this afternoon.
Via
Talk Markets
Topics
Economy
BOJ Delivers, Sending Greenback To Almost JPY150; Now Over The To Federal Reserve
↗
July 31, 2024
A 15 bp hike by the BOJ and plans to halve its bond purchases by the end of FY25 (in March 2026), coupled with a hawkish press conference by Governor Ueda sent the dollar to nearly JPY150, its lowest...
Via
Talk Markets
Topics
Bonds
Financial Markets Report For Tuesday, July 30
↗
July 30, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Tuesday, July 30.
Via
Talk Markets
Asia Morning Bites For Wednesday, July 31
↗
July 30, 2024
It’s a big day today with the Bank of Japan and Australian CPI amongst other regional releases ahead of tonight’s FOMC meeting.
Via
Talk Markets
Yen Slumps, Germany Contracts, And The Week's Key Events Still Lie Ahead
↗
July 30, 2024
An unexpected decline in Japan's unemployment did not prevent a retreat in the yen to a four-day low ahead of tomorrow's data and conclusion of the BOJ meeting.
Via
Talk Markets
Financial Markets Report For Monday, July 29
↗
July 29, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Monday, July 29.
Via
Talk Markets
Asia Morning Bites For Tuesday, July 30
↗
July 29, 2024
Quiet day ahead of the Bank of Japan meeting and Australian inflation data tomorrow.
Via
Talk Markets
Topics
Economy
Week Ahead: Will The Rollercoaster Be On Full Swing Again?
↗
July 27, 2024
Much like a balloon filled with too much air, high valuations and elevated positioning are causing some abrupt movements in share prices.
Via
Talk Markets
Cuts, It’s Always The Cuts
↗
July 27, 2024
We see disinflation continuing, real rates are getting more restrictive, serving as a headwind for asset prices from equities to commodities.
Via
Talk Markets
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