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home
about us
Investment Approach
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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
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
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iShares 7-10 Year Treasury Bond ETF
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Updated: 4:15 PM EDT, Oct 31, 2025
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Lawrence Summers Says US Looks Like A Developing Nation Where Stocks, Bonds, Currency Move Together: ‘That Has To Be Scary’
May 22, 2025
The former Treasury Secretary noted that if demand collapses due to uncertainty, a recession is more likely, but financial conditions could improve as the Fed's easing becomes probable.
Via
Stocktwits
Topics
Bonds
ETFs
Economy
Fed’s Bostic Leans Toward One Rate Cut In 2025 On Inflation Worries, Says Trump Tariffs Will Take A ‘Bit Longer To Sort Out’
May 19, 2025
The Fed official also pointed out that the tariffs have been larger than the central bank expected at the beginning of the year.
Via
Stocktwits
Topics
Bonds
ETFs
Economy
US Annual Inflation Rises Less Than Expected At 2.3% In April, Core CPI Rises 2.8%
May 13, 2025
Consumer price index (CPI) rose 0.2% on a seasonally adjusted basis in April and increased 2.3% annually.
Via
Stocktwits
Topics
ETFs
Economy
Energy
Fed Keeps Rates Unchanged, Warns ‘Uncertainty About The Economic Outlook Has Increased Further’
May 07, 2025
The Federal Open Market Committee also flagged that risks of higher unemployment and higher inflation have risen.
Via
Stocktwits
Topics
ETFs
Economy
Stocks
Trump’s ‘Skinny Budget’ Seeks To Cut Billions Of Dollars In Federal Funding From Renewable Energy Projects
May 02, 2025
It also proposed ending taxpayer handouts to electric vehicle and battery makers and canceling the Carbon Dioxide Transportation Infrastructure Finance and Innovation Act.
Via
Stocktwits
Topics
ETFs
Electric Vehicles
Government
Trump’s Proposed ‘Skinny Budget’ Wants To Slash Non-Defence Spending By $163B
May 02, 2025
The budget also proposes a 13% increase in defense spending to $1.01 trillion for fiscal year 2026.
Via
Stocktwits
Topics
ETFs
Government
Larry Summers Believes Rate Cut In May Would Undermine Confidence In Fed’s Determination To Rein In Inflation
May 01, 2025
Summers also countered Treasury Secretary Scott Bessent’s view that bond yield at the shorter end of the curve indicates the Fed should cut interest rates.
Via
Stocktwits
Topics
Bonds
ETFs
Economy
Treasury Secretary Scott Bessent Says Bond Market Is Signaling Fed Should Cut Rates
May 01, 2025
The two-year yield was trending close to 3.67% on Thursday, compared to the effective federal funds rate of 4.33%.
Via
Stocktwits
Topics
Bonds
ETFs
Economy
Financial Markets Report For Monday, April 28
April 28, 2025
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Monday, April 28.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
Safe No More? Two Pictures
April 28, 2025
In the two weeks around Liberation Day, Treasury 10 year yields rose as the dollar fell.
Via
Talk Markets
Topics
Bonds
Currencies/Forex
Weekly Market Pulse: A Generational Change?
April 28, 2025
Stocks have rebounded over the last three weeks from the initial shock of the “liberation day” tariffs announced.
Via
Talk Markets
Topics
Bonds
Currencies/Forex
Stocks / Equities
Futures Positions Of Non-Commercials: Latest CoT Report
April 27, 2025
A dramatic confrontation between the White House and the Federal Reserve has been put off – for now. Come Tuesday, Trump said he has “no intention” of firing Powell before his term ends.
Via
Talk Markets
Topics
Bonds
Commodities
Currencies/Forex
Fresh SPX Bull Run, Or Dead Cat Bounce
April 27, 2025
Rotations are the strength of bull uplegs, and given that we‘re one mean tweet away from fresh decline, profits must be taken when they‘re there.
Via
Talk Markets
Topics
Bonds
Commodities
Currencies/Forex
Why This Week Could Make Or Break The Market In 2025
April 27, 2025
It will be one of the most critical weeks of 2025 for the market, with loads of important data and earnings.
Via
Talk Markets
Topics
Bonds
Currencies/Forex
Stocks / Equities
Weekly Commentary: Hooked On Hedge Fund Leverage
April 26, 2025
The proliferation of leveraged speculation ensures acute fragility. And, to be sure, faith in liquidity backstops and market bailouts is absolutely fundamental to market structure.
Via
Talk Markets
Trump Says Market Rout Didn’t Influence 90-Day Tariff Pause – ‘Bond Market Was Getting The Yips, I Wasn’t’
April 25, 2025
Trump elaborated that although the bond market was nervous, he had a clear vision of what had to be done.
Via
Stocktwits
Topics
Bonds
ETFs
Earnings
Bond Market: Three Signs Of Unprecedented Systemic Stress
April 25, 2025
The market is giving a warning: confidence in the usual monetary policy transmission mechanisms is cracking.
Via
Talk Markets
Topics
Bonds
Currencies/Forex
Financial Markets Report For Thursday, April 24
April 24, 2025
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Thursday, April 24.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
Ugly, Tailing 7Y Auction Sees Lowest Foreign Demand In Over 3 Years
April 24, 2025
The bid to cover was largely unchanged from last month, printing at 2.55, up from 2.53 in March but below the six-auction average of 2.67.
Via
Talk Markets
Topics
Bonds
Financial Markets Report For Wednesday, April 23
April 23, 2025
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Wednesday, April 23.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
Whither Treasury Yields?
April 23, 2025
The bond market is caught between two contradictory forces: some investors want to get out of U.S. dollar-denominated securities, while the U.S. economy is careening towards recession.
Via
Talk Markets
Topics
Bonds
Economy
Financial Markets Report For Tuesday, April 22
April 22, 2025
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Tuesday, April 22.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
Financial Markets Report For Monday, April 21
April 21, 2025
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Monday, April 21.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
Stocks Are The Noise, Bonds Are The Signal
April 21, 2025
The bond market is sending a message to the U.S. government that its spending is out of control and the reserve currency “privilege” it has abused for the last 80 years is running out.
Via
Talk Markets
Topics
Bonds
Stocks / Equities
Markets Cranky To Start New Week
April 21, 2025
The bottoming process continues.
Via
Talk Markets
Topics
Bonds
Stocks / Equities
Are Investors Selling US Treasuries As Trump Attacks Powell? Here's What Latest ETF Flows Tell You
April 21, 2025
Trump-Powell drama escalates again, shocking the currency markets, where central bank independence is viewed as a cornerstone of stability.
Via
Benzinga
Topics
ETFs
Economy
Government
Markets Face Another Week Of Extreme Policy Uncertainty
April 21, 2025
Financial markets are always pricing in uncertainty and risk, but the task has become dramatically more challenging in recent weeks after the US upended its longstanding trade policy.
Via
Talk Markets
Topics
Bonds
Fundamentals For Gold & Gold Stocks Are Awesome
April 21, 2025
A look at Gold and gold stock fundamentals, the status of Silver, and the trajectory of bond yields and the stock market.
Via
Talk Markets
Topics
Bonds
Commodities
Stocks / Equities
Weekly Market Pulse: Peak America?
April 21, 2025
The US economy has been the envy of the world for a long time, especially after the 2008 financial crisis and the COVID pandemic.
Via
Talk Markets
Topics
Bonds
Currencies/Forex
Economy
Next SPX Move Will Surprise You
April 20, 2025
European and international stocks are outperforming as the US trade initiatives seek to rebalance international trade, which will of course be reflected in lesser need for USD (capital account...
Via
Talk Markets
Topics
Bonds
Commodities
Currencies/Forex
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