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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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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Featured Quarterly Newsletter
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iShares Russell 2000 ETF
(NY:
IWM
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246.16
-1.87 (-0.75%)
Official Closing Price
Updated: 8:00 PM EST, Dec 31, 2025
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Stocks Rebound, Google Eyes Worst Drop In A Year, Gold Shatters Fresh Records: What's Driving Markets Wednesday?
↗
February 05, 2025
Wall Street rose on Wednesday, with all major equity indices advancing as investors assessed the latest batch of corporate earnings and drew optimism from positive labor market data.
Via
Benzinga
Teladoc’s $65M Catapult Health Deal Wins Over Retail As Stock Eyes Best Day In Over 2 Months
↗
February 05, 2025
The announcement comes just weeks before Teladoc’s fourth-quarter earnings report.
Via
Stocktwits
Financial Markets Report For Tuesday, Feb 4
↗
February 04, 2025
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Tuesday, February 4.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
Index Technicals (Bearish) Diverge To Price
↗
February 04, 2025
Markets posted gains sufficient to close breakdown gaps - sufficient to negate these gaps as breakdowns - but leaving indices stuck in broader trading ranges.
Via
Talk Markets
Topics
Stocks / Equities
Winner Winner, Chicken Dinner: Tyson Foods Q1 Beat Showcases 'Improved Execution' In Poultry, Says CEO
↗
February 04, 2025
Tyson Foods reported better-than-expected first-quarter results, driven by robust performance in the chicken sales segment.
Via
Benzinga
Financial Markets Report For Monday, Feb 3
↗
February 03, 2025
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Monday, February 3.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
US Stocks Rise Despite China's Trade Fears, Palantir Defies Gravity, Gold Rallies Further: What's Driving Markets Tuesday?
↗
February 04, 2025
U.S. stocks advanced midday Tuesday, demonstrating resilience despite escalating geopolitical tensions and trade uncertainties between the world’s two largest economies.
Via
Benzinga
Can Biotech Stocks Survive The Precarious Macro?
↗
February 03, 2025
We were having a nice rally in January 2025 until the reality of tariffs hit on Friday which killed the momentum developing off the mid-January lows.
Via
Talk Markets
Topics
Stocks / Equities
World Trade
Stocks Trim Losses On Mexico Tariff Delay, Gold Extends Records, Tesla Sinks 6%: What's Driving Markets Monday?
↗
February 03, 2025
Wall Street bounced back after President Donald Trump and Mexican President Claudia Sheinbaum agreed to a one-month suspension of tariffs following Mexico's pledge to bolster its military presence at...
Via
Benzinga
Topics
Government
World Trade
Compare/Contrast - Year Of The Yin Wood Snake 1965 And 2025
↗
February 02, 2025
The Federal debt in 1965 was $322.3 billion. In 2025 it is at $36.24 trillion. The unemployment rate was 5.2%. Now it is at 4.1%.
Via
Talk Markets
Topics
ETFs
AskSlim Market Week - Sunday, Feb. 2
↗
February 02, 2025
An analysis and commentary on the financial markets.
Via
Talk Markets
Topics
Stocks / Equities
CoT - Futures Positions Of Noncommercials, More
↗
February 02, 2025
It is a wait and watch for the central bankers as well as the markets. If anything, the risk going forward is renewed strength in inflation.
Via
Talk Markets
Topics
Bonds
Commodities
Currencies/Forex
Tech Stocks Rally, S&P 500 Flirts With Records, Gold Extends All-Time Highs: What's Driving Markets Friday?
↗
January 31, 2025
Major stock indices have completed their recovery following Monday's sharp drop, buoyed by tech stocks rallying on the back of solid earnings and positive macroeconomic data. The S&P 500 index stands...
Via
Benzinga
Topics
Stocks
AST SpaceMobile Stock Attracts Brisk Retail Activity On FCC Testing Authorization: ‘Best Growth Stock Of 2025’
↗
January 31, 2025
Chief Commercial Officer Chris Ivory said the company is accelerating its path to commercial activity, starting with the testing service with the off-the-shelf cellular handset on AT&T and Verizon...
Via
Stocktwits
Financial Markets Report For Thursday, Jan 30
↗
January 30, 2025
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Thursday, January 30.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
Wall Street Remains Flat, Microsoft Eyes Heaviest Drop Since Late 2022, Gold Sets Fresh Records: What's Driving Markets Thursday?
↗
January 30, 2025
Wall Street is struggling to find risk-on momentum, with major indexes stuck near the flatline at midday as investors assess the latest earnings reports from mega-cap tech stocks and...
Via
Benzinga
ECB Cuts Interest Rates By 25 Basis Points As Economy Cools, Lagarde Rejects Bitcoin As Reserve Asset
↗
January 30, 2025
The European Central Bank lowered its key interest rates by 25 basis points on Thursday, bringing the deposit facility rate to 2.75%, as the disinflation process remains “well on track” while the...
Via
Benzinga
Topics
Economy
Markets Look To Fill Gaps As Uneasy Calm Descends
↗
January 29, 2025
After Monday's AI sell-off sent tech stocks reeling, we had some comeback as buyers filled the void, only for traders to take some quick profits off yesterday's bounce.
Via
Talk Markets
Topics
Artificial Intelligence
Stocks / Equities
Stocks Tick Down Ahead Of Fed Meeting, Nvidia Jitters Resume, Trump Media Rallies: What's Driving Markets Wednesday?
↗
January 29, 2025
Caution dominates Wednesday's midday trading session in New York as investors anxiously await the Federal Open Market Committee decision at 2 p.m. ET.
Via
Benzinga
Topics
Economy
Government
Tech Rebounds After Black Monday, Nvidia Rallies 6%, GM Plummets: What's Driving Markets Tuesday?
↗
January 28, 2025
Tech stocks attempted a rebound after Monday's devastating crash triggered by DeepSeek, as investors show interest in dip-buying the hardest-hit names.
Via
Benzinga
A Discerning Sell-Off
↗
January 28, 2025
In looking at the performance of various indices and individual stocks yesterday, the market's behavior looked more discerning than indiscriminate.
Via
Talk Markets
Topics
ETFs
Stocks / Equities
Financial Markets Report For Monday, Jan 27
↗
January 27, 2025
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Monday, January 27.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
Dow Industrial Average Surges As Semiconductors Plunge
↗
January 27, 2025
Ugly day driven by tech declines has stalled broader rallies, but not killed them.
Via
Talk Markets
Topics
Stocks
Stocks / Equities
DeepSeek Is Not New - The Rotation Away From Tech Is
↗
January 27, 2025
The technical aspect of DeepSeek is not new. The reaction to it though, is new.
Via
Talk Markets
Topics
Commodities
Tech Stocks Tumble On AI Nightmare, Nvidia Eyes Worst Day Since March 2020, Bitcoin Drops Below $100,000: What's Driving Markets Monday?
↗
January 27, 2025
A wild selloff rattled tech stocks on Monday, striking at the heart of AI optimism as China’s DeepSeek startup unveiled an open-source large language model platform that outperforms OpenAI’s ChatGPT at...
Via
Benzinga
Topics
Artificial Intelligence
Stocktwits Poll: Nearly 50% of Retailers Expect AST SpaceMobile Stock to Close January In $19-$27 Range
↗
January 27, 2025
AST SpaceMobile expects its service to offer all end users cost-effective, high-speed broadband services with global coverage.
Via
Stocktwits
The New Administration Took Over, What Changed?
↗
January 26, 2025
It’s been a volatile start to the year, with an abundance of expectations placed on what the new administration would do in its first weeks, days, and even hours of power. So, what changed?
Via
Talk Markets
Topics
Bonds
ETFs
Stocks / Equities
CoT: The Future Through Futures, How Hedge Funds Are Positioned, More
↗
January 26, 2025
Trump called for lower rates not just in the US but globally. This is unlikely to be the last time he will try to jawbone the central bank into looser monetary policy. Markets are likely to puke should...
Via
Talk Markets
Topics
Bonds
Commodities
Currencies/Forex
Is It Time To Load Up On Small Caps, Banks, And Software Stocks?
↗
January 25, 2025
In this week's video, we'll review the latest charts and data to help us answer the question, is it time to load up on banks, small caps, midcaps, and the equal weight S&P500?
Via
Talk Markets
Topics
Stocks / Equities
Small-Cap Acorns And Large-Cap Oaks
↗
January 24, 2025
The Russell 2000 (RTY) is up about 18% over the past year – but their performance pales over most time periods when compared to large-cap indices like the S&P 500 (SPX).
Via
Talk Markets
Topics
Stocks
Stocks / Equities
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