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home
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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
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Back Dated Performance Reports
Quarterly Performance Reports
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TAV Program
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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
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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
Bond Fund Seminar
RSVP-Signup Form
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Updated: 4:15 PM EDT, May 15, 2026
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Financial Conditions Make A Monetary Roundtrip And Undercut The Need For Rate Cuts
↗
March 19, 2024
Rapidly loosening financial conditions challenge the Fed's rate cut considerations, especially with a strong labor market, solid GDP, and rising commodity prices.
Via
Talk Markets
Topics
Economy
SPDR ETF Report For Monday, March 18
↗
March 19, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day just ended, Monday, March 18.
Via
Talk Markets
Topics
ETFs
Fed Meeting Preview: These 2 Wall Street Analysts Still Expect 3 Cuts In 2024, But Bond Market Reflects Growing Uncertainty
↗
March 18, 2024
FOMC's upcoming meeting could have significant impact on markets as investors await the dot plot projections, which may reveal a slower pace of rate cuts due to higher inflation expectations.
Via
Benzinga
Topics
Economy
Legendary Investor Howard Marks Warns 'Governments Can't Keep Us Aloft Forever' After Blasting Government's Trillions In 'Leverage'
↗
March 18, 2024
Via
Benzinga
Market And Stock Analysis - Sunday, March 17
↗
March 17, 2024
The biggest event of the week may not be the Fed meeting, but instead the Bank of Japan meeting, which is set to conclude on Tuesday. There have been rumors that the BOJ plans to raise rates for the...
Via
Talk Markets
Topics
Economy
Bonds Behaving Beautifully
↗
March 14, 2024
The title says it all: as a chartist, I must stand up and salute TLT, as it is behaving absolutely As God Intended ™.
Via
Talk Markets
Selling Pressure In The Uptrend
↗
March 17, 2024
The strong uptrend that started in late October has been displaying a bit of selling pressure lately. The NDX closed under the 20-day EMA on Friday, and it could be rolling over. In fact, the NDX...
Via
Talk Markets
Trend Change Implications
↗
March 17, 2024
No out-hawking the Fed, and indeed there is room for a hawkish, not dovish surprise on Wednesday – fear not though more rate hikes, the disappointment would come on the rate cuts uncertainty front.
Via
Talk Markets
Topics
Economy
From The CoT Report: What Hedge Funds, Noncommercials Are Buying, Selling
↗
March 17, 2024
For the second week in a row, the weekly has now produced a candle with a long upper shadow. This is taking place even as investor sentiment further rose into giddy territory.
Via
Talk Markets
Masters In Trading - Saturday, March 16
↗
March 16, 2024
In this snippet from Friday's trading session, I review my various trades from the past week.
Via
Talk Markets
5 ETF Volume Leaders Of Yesterday
↗
March 15, 2024
Wall Street has been enjoying a huge rally this year, with the S&P 500 Index touching a series of historic highs on strong earnings and the AI craze. However, uncertainty about the timing of the Fed...
Via
Talk Markets
Topics
Artificial Intelligence
ETFs
Economy
Inflation Squeezes Stocks, Bitcoin Slips To $68,000, While Commodities On Track For Best Week In Months: What's Driving Markets Friday?
↗
March 15, 2024
Wall Street continues to maintain a risk-off sentiment in Friday’s session, echoing the pessimism triggered by Thursday’s unexpectedly high producer inflation figures.
Via
Benzinga
Topics
Economy
Stocks Fall As Hot Inflation Data Derails Fed Cut Bets, Bonds Tumble, VIX Rallies, Oil Tops $80: What's Driving Markets Thursday? (CORRECTED)
↗
March 14, 2024
Traders disappointed as hopes for rate cut dashed by higher inflation, leading to negative trading in US equity indices and rising Treasury yields.
Via
Benzinga
Topics
Economy
Stocks
Rising Producer Prices Spark Inflation Concerns: Are Fed Rate Cuts At Risk? 7 ETFs To Watch
↗
March 14, 2024
If Fed Chair Jerome Powell had signaled a desire for increased confidence in inflation descending towards the 2% target, this week’s two inflation reports would undoubtedly have left him disappointed.
Via
Benzinga
Topics
ETFs
Economy
Tech Stocks Ease As Treasury Yields Rise, Commodity Rally Fuels Sector Rotation: What's Driving Markets Wednesday?
↗
March 13, 2024
Wednesday's session sees sectoral rotation, with tech sector losing ground while energy and materials sectors advance due to rise in commodities prices.
Via
Benzinga
Commodity: Bitcoin, USD, Gold, Silver, Copper, Uranium, Oil, Gas, Grains - Elliott Wave Analysis
↗
March 12, 2024
Explore the latest Elliott Wave Analysis for 2024, focusing on key commodity market trends including gold, natural gas, Forex pairs, and more. Discover how movements in USD/DXY, bonds, and yields,...
Via
Talk Markets
Topics
Bonds
Energy
Stocks Hold Gains As Traders Opt To Challenge Fed On Hot Inflation Data; Bonds, Gold Fall: 10 ETFs Moving Tuesday
↗
March 12, 2024
Inflation report for February 2024 shows higher-than-expected figures, but investors remain unfazed. CPI and core CPI both exceed expectations.
Via
Benzinga
Topics
ETFs
Economy
SPDR ETF Report For Monday, March 11
↗
March 12, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day just ended, Monday, March 11.
Via
Talk Markets
Topics
ETFs
February Inflation Will Guide Fed's Policy Course: Return To 2% Target Faces Challenges
↗
March 11, 2024
Upcoming release of US CPI for Feb marks final crucial piece of inflation data before Fed meeting, with markets anticipating rate cuts and potential surprises in analysts' forecasts.
Via
Benzinga
Topics
Economy
CoT Report: Futures Positions Of Noncommercials, What Hedge Funds Are Buying / Selling
↗
March 10, 2024
If this week’s indecision candle gets confirmed, more down weeks lie ahead for the S&P500. Given how overbought the overall conditions are, weakness looks probable in the weeks ahead.
Via
Talk Markets
U.S. Weekly FundFlows Insight Report: Taxable Fixed Income Funds Attract $12.4 Billion, Marking the Eleventh Straight Weekly Inflow
↗
March 07, 2024
At the close of LSEG Lipper’s fund-flows week, U.S. broad-based equity indices reported mostly positive returns—the DJIA (-0.74%) depreciated while the Nasdaq (+0.53%), Russell 2000 (+1.36%), and S&P...
Via
Talk Markets
Topics
Stocks
Opportunities In Bitcoin, Gold, And Energy Commodities
↗
March 05, 2024
Our latest Elliott Wave analysis provides a deep dive into the commodity markets, highlighting significant trends and potential opportunities across a range of assets. Bitcoin shows...
Via
Talk Markets
The Long Bonds Could Tell HODLers A Story
↗
March 05, 2024
Long bonds could be ready to rally closer to 102 as the big test at around 92 held.
Via
Talk Markets
Topics
Bonds
Bears Prowl Wall Street As Magnificent 7 Tumble; Bitcoin Sinks After Record High: What's Driving Markets Tuesday?
↗
March 05, 2024
Wall Street indices in the red as tech stocks plunge. Tesla down 4%, Apple down 2.7%. ISM Services PMI lower than expected. Bitcoin hits record high before dropping 6%. Treasury yields down, gold up....
Via
Benzinga
Service Sector Expands For 14th Consecutive Month, Contrasts With Largest Factory Order Reduction Since April 2020: Tuesday's Economic Digest
↗
March 05, 2024
Economic data on Tuesday showed mixed results for the US economy: services sector expanding, but sharp drop in factory orders for Jan. Experts note concerns over inflation and employment. Bond and gold...
Via
Benzinga
Topics
Economy
Expect A Dip To Buy
↗
March 03, 2024
In this video, we discuss the recent movements seen in various markets. We also talk about the potential of a dip occurring in the coming days.
Via
Talk Markets
It's Time For Powell To Take Back Control Of The Markets
↗
March 03, 2024
Many people think the Federal Reserve doesn’t matter and that the market does not care. However, that just isn’t right.
Via
Talk Markets
Topics
Economy
What Hedge Funds, Noncommercials Are Buying And Selling, Per CoT
↗
March 03, 2024
The current lack of momentum for the bulls is highlighted by the fact that the weekly RSI is turning lower at the median.
Via
Talk Markets
Macro-To-Micro Power Hour: Leaping Towards A Top?
↗
March 02, 2024
In this video, we discuss the complexities of the financial market, focusing on earnings season, inflation pressures, and the Fed's potential response.
Via
Talk Markets
Topics
Economy
Investors Poured Nearly $40B Into 10 ETFs In February: Find Out What You're Overlooking
↗
February 29, 2024
The S&P 500 index, a bellwether for the U.S. stock market, ends February with a 5.3% surge, marking its fourth consecutive month of gains. Since the tumultuous days of late October, the broader stock...
Via
Benzinga
Topics
ETFs
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