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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
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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Event Schedule
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Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
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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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Financial Markets Report For Friday, July 26
↗
July 27, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Friday, July 26.
Via
Talk Markets
Is The Dramatic Yen Short Squeeze Over?
↗
July 26, 2024
The powerful yen short squeeze that has roiled the capital market this week has stalled today
Via
Talk Markets
Quarterly Trading Report – Q2 2024: A Rising Tide Doesn’t Always Lift All Boats
↗
July 26, 2024
The second quarter of 2024 was marked by a sharp divergence in U.S. equities, with the Magnificent Seven group of stocks gaining nearly 18% during the April-through-June timeframe.
Via
Talk Markets
Asia Morning Bites For Friday, July 26
↗
July 26, 2024
Yen swings drag other Asian currencies along for the ride.
Via
Talk Markets
Financial Markets Report For Thursday, July 25
↗
July 25, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Thursday, July 25.
Via
Talk Markets
Yen's Surge Continues, While PBOC Surprises With Another Rate Cut
↗
July 25, 2024
The capital markets are in flux. The powerful short-covering rally of the yen and unwinding of carry trades continues.
Via
Talk Markets
Asia Morning Bites For Thursday, July 25
↗
July 25, 2024
Korean GDP weakness complicates the Bank of Korea’s policy choices.
Via
Talk Markets
Financial Markets Report For Wednesday, July 24
↗
July 24, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Wednesday, July 24.
Via
Talk Markets
Bonds & Big-Tech Bloodbath: Mag7 Meltdown Accelerates As Yield Curve 'Dis-Inverts' To 2-Year High
↗
July 24, 2024
Ugly Micro and Ugly Macro left an Ugly day for stocks and bonds while the dollar, crypto, and commodities were all relatively unch by the close.
Via
Talk Markets
Topics
Bonds
Economy
Greenback And Yen Extend Gains
↗
July 24, 2024
The dollar's gains have been extended today, but in the risk-off mode, and unwinding of carry positions, the Japanese yen and Swiss franc are firmer.
Via
Talk Markets
Elliott Wave Analysis: Commodities, Bitcoin, Bonds, Forex
↗
July 24, 2024
Comprehensive Elliott Wave analysis for Bitcoin, Bonds, Yields, USD, Gold, Silver, Copper, Nickel, Uranium, Iron Ore, Crude Oil, and Natural Gas.
Via
Talk Markets
Topics
Energy
Asia Morning Bites For Wednesday, July 24
↗
July 24, 2024
Regional PMIs dominate APAC dataflow today.
Via
Talk Markets
Financial Markets Report For Tuesday, July 23
↗
July 23, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Tuesday, July 23.
Via
Talk Markets
Short Covering Squeezes The Yen Higher
↗
July 23, 2024
The US dollar is firmer against all the G10 currencies but the Japanese yen.
Via
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Financial Markets Report For Monday, July 22
↗
July 22, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Monday, July 22.
Via
Talk Markets
Dollar Mixed As Markets Digest US Political Developments
↗
July 22, 2024
News that President Biden will not seek re-election has left investors unsure of the next step.
Via
Talk Markets
Weekly Market Pulse: Is That Goldilocks I See?
↗
July 22, 2024
Over the last few months, economic data has routinely come in less than expectations but the last couple of weeks have seen that start to be reversed.
Via
Talk Markets
Wild Opex And Three Black Crows
↗
July 21, 2024
Whoever guides lower or just barely meets expectations, isn't rewarded – and while some domestic oil companies are waking up, there can be no sustained push higher unless tech / financials lead.
Via
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Latest Reading Of CoT Report: Futures Positions Of Noncommercials
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July 21, 2024
After rallying in 10 out of 12 weeks post-April bottom, the S&P 500 could no longer absorb all the selling pressure that came its way, dropping two percent for the week to 5505. Conditions remained...
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Topics
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Financial Markets Report For Friday, July 19
↗
July 19, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Friday, July 19.
Via
Talk Markets
Bitcoin & The Buck Bounce As Biden, Big-Tech, Bonds, & Black Gold Breakdown
↗
July 19, 2024
A bounce back in macro this week. Small Caps and The Dow ended the week higher while S&P joined Nasdaq in the red...
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Topics
Stocks
Has The Neutral Rate Of Interest Increased?
↗
July 19, 2024
The Federal Reserve is widely expected to start cutting interest rates at the Sep. 18 FOMC meeting, but the debate is turning to how far the central bank will trim its policy rate once the easing...
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Topics
Economy
Euro Trades Quietly Ahead Of ECB Meeting
↗
July 18, 2024
Via
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US Stock Futures Rebound Amid Sector Rotation And Rate Cut Expectations
↗
July 18, 2024
The US stock market is navigating a period of significant sector rotation and geopolitical uncertainty.
Via
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What The US Election Could Mean For Deficits, Debt And The Yield Curve
↗
July 17, 2024
Government borrowing and the national debt are barely getting a mention in the US election campaign, yet a failure to change trajectory risks further debt downgrades, more market volatility, and higher...
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Topics
Economy
Dollar Crushed, Stocks Slump
↗
July 17, 2024
The dollar is broadly lower, and stocks are under pressure.
Via
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Who Is The Winner Of Rotations?
↗
July 17, 2024
S&P 500 took time to get going on retail sales above expectations, but the true winner as called for was once again Russell 2000.
Via
Talk Markets
Topics
Stocks
Gold Breakout & This Warning Signal Is Approaching Code Red
↗
July 17, 2024
Gold breaks out from its bullish flag pattern but there is another signal that is approaching code red.
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Elliott Wave Analysis: Bitcoin, Ethereum, Gold, Silver, And Top Commodities
↗
July 16, 2024
In-depth Commodity Market Elliott Wave Analysis for Bitcoin, Ethereum, Gold, Silver, and more.
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Talk Markets
Stocks Reach New Record Highs As Investors Dance To New Tunes
↗
July 16, 2024
In summary, the market's dancing to a new tune, but remember: you don’t want to be the last one on the dance floor when the music stops
Via
Talk Markets
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