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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
Quarterly Performance Reports
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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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Global X DAX Germany ETF
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43.96
-0.32 (-0.72%)
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Updated: 4:15 PM EDT, Oct 31, 2025
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Trade Setups S&P 500, Nasdaq 100, DAX 40, FTSE 100, ASX 200
February 19, 2025
Elliott Wave Analysis on major indices including S&P 500, NASDAQ 100, DAX 40, FTSE 100 & ASX 200. Get expert insights, actionable trade setups, and a special offer: Buy 1 Month & Get 2 FREE Months at...
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Market Talk - Wednesday, Feb. 19
February 19, 2025
The major Asian stock markets had a mixed day today.
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Taiwan Fund & ETF Market Insight Report- European Funds Outperformed For The Year-To-Date
February 18, 2025
As of February 14th 2025, European stocks have been soaring, with gains surpassing those of U.S. stocks and other major global markets.
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Weekly Commentary: Declaring the Reciprocal Tariff Regime
February 16, 2025
Global market liquidity has turned highly unstable. For a while, leveraged speculation has fueled destabilizing global liquidity excess.
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Market Talk - Friday, Feb. 14
February 14, 2025
The major Asian stock markets had a mixed day today.
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The German Index Set Another High
February 14, 2025
The DAX Index rose sharply on Thursday, setting a new record, marking the fourth day of gains.
Via
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Stocks / Equities
Market Talk - Thursday, Feb. 13
February 13, 2025
The oil markets had a mixed day today.
Via
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Two Trades To Watch: GBP/USD, DAX Forecast - Thursday, Feb. 13
February 13, 2025
GBP/USD rises after Q4 GDP grows, defying expectations of a contraction. DAX rises to a record high on Ukraine peace talks optimism.
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Stocks / Equities
Elliott Wave Technical Analysis - DAX Index
February 13, 2025
The invalidation level for this wave structure is 20,526.33. If the price drops below this level, the bullish wave count would need reconsideration.
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Talk Markets
Topics
Stocks / Equities
SP500 Forecast, Nasdaq100 Analysis, DAX 40 Elliott Wave, FTSE 100 Trading Strategy
February 12, 2025
Our Elliott Wave analysis indicates a synchronized market movement across SP500, NDX, DAX, FTSE, and ASX 200, all showing a Wave i) of 3 of (3) formation.
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Market Talk - WE
February 12, 2025
The oil markets had a mixed day today.
Via
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Two Trades To Watch: GBP/USD, DAX Forecast - Tuesday, Feb. 11
February 11, 2025
GBP/USD falls ahead of key speeches from BoE's Bailey & Fed Chair Powell. DAX hovers at record highs as trade tensions rise.
Via
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Topics
Currencies/Forex
Economy
Stocks / Equities
Market Talk - Monday, Feb. 10
February 10, 2025
Crude Oil increased 1.34 USD/BBL or 1.89% to 72.340.
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Pairs In Focus - Sunday, Feb. 9
February 09, 2025
The British pound could continue to see a lot of headwinds. Combine that with the idea that the Federal Reserve might be on hold for the rest of the year, and you have a lot of downward pressure to...
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Market Talk - Friday, Feb. 7
February 07, 2025
The oil markets had a mixed day today.
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DAX Drops: Can Seasonal Strength Override Trade War Jitters?
February 07, 2025
The uncertainty surrounding potential tariffs and retaliatory measures presents a significant downside risk to the DAX.
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World Trade
Market Talk - Thursday, Feb. 6
February 06, 2025
The major Europe stock markets had a green day today.
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Elliott Wave Forecast: S&P 500, Nasdaq 100, DAX 40, FTSE 100 & ASX 200
February 05, 2025
The S&P 500 (SPX) and Nasdaq 100 (NDX) are in an A-B-C correction for Wave (2), but the current move-up still needs confirmation as impulsive.
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Two Trades To Watch: GBP/USD, DAX Forecast - Wednesday, Feb. 5
February 05, 2025
GBP/USD claws higher ahead of US data. DAX falls on tariff worries & with PMI data in focus.
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Currencies/Forex
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World Trade
Market Talk - Tuesday, Feb. 4
February 04, 2025
The oil markets had a mixed day today.
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Market Talk - Monday, Feb. 3
February 03, 2025
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Two Trades To Watch: DAX, Oil Forecast - Monday, Feb. 3
February 03, 2025
DAX slumps on trade tariff worries, EZ CPI rises. Oil jumps after Trump announces trade tariffs on Canada & Mexico & ahead of the OPEC meeting.
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Topics
Commodities
Government
Stocks / Equities
Trump’s Tariff Policy Could Lead To Trade Wars Between Key Economies
February 03, 2025
The tariffs pose a significant threat to the commodity-linked CAD, as they could reduce currency demand and limit foreign exchange inflows.
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Commodities
Government
Stocks / Equities
Pairs In Focus - Sunday, Feb. 2
February 02, 2025
Another week, another massive amount of buying seen in the DAX 40 index. All things being equal, this is a market that is extraordinarily bullish, and I would love to see some type of pullback....
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ETFs
Market Talk - Friday, Jan. 31
January 31, 2025
The major Europe stock markets had a green day today.
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DAX Is Extending Its Bullish Cycle
January 30, 2025
DAX is extending its bullish cycle with space fore more upside, as we see an unfinished five-wave bullish cycle by Elliott wave theory.
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The US Fed Took A Pause On Interest Rate Cuts
January 30, 2025
The US Federal Reserve kept the federal funds rate at 4.25%-4.5% at its January 2025 meeting, in line with expectations.
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Topics
Commodities
Economy
Stocks / Equities
Two Trades To Watch: DAX, GBP/USD Forecast - Thursday, Jan. 30
January 30, 2025
DAX reaches record highs ahead of ECB rate decision. GBP/USD holds steady around 1.2450 post-Fed & ahead of US data.
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Currencies/Forex
Stocks / Equities
Elliott Wave View On DAX Looking For Pullback To Find Buyers
January 30, 2025
Short Term Elliott Wave View in DAX suggests that rally from 11.19.2024 low is in progress as a 5 waves nesting impulse. Up from 11.19.2024 low, wave 1 ended at 20522.82 and wave 2 dips ended at...
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Market Talk - Wednesday, Jan. 29
January 29, 2025
The oil markets had a mixed day today.
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