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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
Services, Fees and Compensation
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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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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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Will USD Be Bought On The Fact After Being Sold On Expectations Of A Softer CPI?
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PBoC Kept The Interest Rate Unchanged
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May 15, 2024
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Market Talk - Tuesday, May 14
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The oil markets had a negative day today.
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The German Index Has Hit An All-Time High
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May 14, 2024
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Powell, PPI, And US Tariff Announcement On China Featured
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May 14, 2024
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Australia Will Release Its Annual Budget Today
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May 14, 2024
Australia will release its budget today. The government is expected to announce another annual budget surplus thanks to strong employment figures.
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PPI To Test The Soft Landing Narrative
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Financial Markets Report For Monday, May 13
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May 13, 2024
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How To Find The Next GameStop “Squeeze” Play
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Market Talk - Monday, May 13
↗
May 13, 2024
The oil markets had a green day today.
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Dow Snaps Winning Streak Ahead Of Inflation Data
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May 13, 2024
Wall Street started the week off on an unenthusiastic note, with all three major indexes holding near their midday marks.
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Consolidative Tone To Start The Week
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May 13, 2024
The new week has begun off quietly. The dollar is in narrow ranges against the G10 currencies, +/- 0.15% as the North American market prepares to open.
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Oil Trades Near Last Line Of Support Before Substantial Correction
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May 13, 2024
Oil prices edge up slightly on Monday, but levels are flashing red lights after closing nearly flat last week. The black gold has been unable to rally on the back of further rising tensions on the...
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Brent Crude Oil Faces Downward Pressure Amid Demand Uncertainties
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May 13, 2024
The price of Brent crude oil is currently experiencing a downturn, trading around 82.55 USD per barrel this Monday.
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The Commodities Feed: Iraqi Oil Supply Cut Uncertainty
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May 13, 2024
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Pairs In Focus This Week - Sunday, May 12
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Crude Oil Trading Strategy, USWTI Analysis & USWTI Forecast - Sunday, May 12
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May 12, 2024
Here is my crude oil price prediction based on the technical analysis. In this video, I share my forecast analysis for the USWTI week ahead and what is the outlook and setups I am looking to trade.
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Crude Oil Weekly Forecast: Values Remain Under Speculative Pressures
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The price of WTI Crude Oil closed the week of trading slightly below its starting point last Monday, and trading in the commodity remains under speculative pressure.
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Financial Markets Report For Friday, May 10
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In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Friday, May 10.
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Stocks End Week On Muted Note As Stagflation Fears Mount
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May 10, 2024
Late Friday afternoon, US main equity indexes showed little change, with the S&P 500 on track for a 2% weekly gain after investors digested new concerns about a slowing economy and elevated inflation,...
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Economy
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Market Talk - Friday, May 10
↗
May 10, 2024
The oil markets had a negative day today.
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Dow Leads The Pack, Logs Best Week Of 2024
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May 10, 2024
The Dow stayed hot to close out the week, adding 125 points for an eighth-straight win -- its best winning streak since July.
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Inflation Data Game Plan
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May 10, 2024
S&P 500, precious metals, and Bitcoin all rose on high unemployment claims, driven by rate cut prospects rather than inflation fears.
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Oil Price Analysis: Falling In A Channel Over The Short-Term
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May 10, 2024
Oil is falling in a descending channel on the short-term horizon.
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Natural Gas Prices Are Rising Amid Falling Inventories
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May 10, 2024
The US natural gas prices rose more than 5% on Thursday to surpass $2.3 MMBtu, the highest in nearly four months.
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USD/CAD Advances To Near 1.3700 As US Dollar Remains Firmer
↗
May 10, 2024
The USD/CAD pair edges higher to near 1.3690 during the Asian trading hours on Friday.
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Financial Markets Report For Thursday, May 9
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May 09, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Thursday, May 9.
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