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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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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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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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Stocks Fall As Traders Dial Back Rate Cut Bets; Dollar, Treasury Yields Rise: What's Driving Markets Monday?
↗
February 05, 2024
Wall Street ends week on negative note as traders revise down expectations on Fed rate cuts. Strong economic data and Fed officials' comments push stocks into red, reducing rate cut expectations for...
Via
Benzinga
Topics
Economy
Powell Reacts To Political Pressure On Interest Rates – Momo Gurus Wrong Again
↗
February 05, 2024
To gain an edge, this is what you need to know today.
Via
Benzinga
Fed's Kashkari Echoes Powell's Hawkish Stance: 'Monetary Policy Is Not As Tight As We Would Have Assumed'
↗
February 05, 2024
Neel Kashkari says the U.S. economy has demonstrated surprising robustness, with growth accelerating throughout the second half of 2023.
Via
Benzinga
Topics
Economy
Is Higher-For-Longer So Bad For Investors?
↗
February 04, 2024
We woke up on Friday morning to a huge surprise, with the Jobs Report coming out much stronger than expected. The initial reaction to the reading was fear of higher-for-longer interest rates. Yet, is...
Via
Talk Markets
Looking At The CoT Report, The Future Thru Futures, How Hedge Funds Are Positioned
↗
February 04, 2024
The Russell 2000 diverged with both the S&P 500 and Nasdaq 100 in a big way. The small cap index dropped 0.8 percent for the week, while the other two indices were solidly in the plus column.
Via
Talk Markets
Topics
Stocks
The Markets Rate Cut Fantasy May Be Over
↗
February 03, 2024
The Fed handed the market a harsh dose of reality, which likely means there won’t be rate cuts anytime soon. This sent yields and the dollar soaring.
Via
Talk Markets
Topics
Economy
SPDR ETF Report For Friday, February 2
↗
February 03, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day just ended, Friday, February 2.
Via
Talk Markets
Topics
ETFs
Why Bond Selling Could Break This Market
↗
February 02, 2024
Virtually all week, we saw a surge in bonds - the classic signal of a “flight to safety” and a warning that all hell’s about to break loose in stocks.
Via
Talk Markets
Topics
Bonds
Stocks Notch 4th Straight Positive Week Driven By Tech, Meta Shines, Bonds Tank On Hot Jobs Data: What's Driving Markets Friday?
↗
February 02, 2024
US stock market sees fourth consecutive week of gains, driven by strong tech earnings and labor market. Total market value surpasses $12.9 trillion.
Via
Benzinga
January's 'Wow' Jobs Report: 9 Economists On What's Next For Fed Rate Cuts, Stock Market
↗
February 02, 2024
U.S. January jobs report defies expectations with strong growth in payrolls and wages, raising concerns over inflation and Fed's policy decisions.
Via
Benzinga
Topics
Economy
Stocks Recoup Post-Fed Losses As Traders Challenge Powell, Regional Banks Crack, Gold Rises: What's Driving Markets Thursday?
↗
February 01, 2024
Wall Street rebounds after Fed meeting with all major indices up, buoyed by earnings & dovish expectations. Probability for March cut at 41%, speculators increase bets for future cuts. Jobless claims...
Via
Benzinga
Topics
Economy
Stocks
The Logical-Invest Newsletter For February 2024
↗
February 01, 2024
Most strategies were positive for the month except the riskier strategies that suffered from exposure to safe havens as treasuries and gold corrected.
Via
Talk Markets
Nasdaq, S&P 500 Slip Ahead Of Fed Meeting, Regional Banks Sink After NYCB Disappoints: What's Driving Markets Wednesday?
↗
January 31, 2024
Nasdaq down 1.4%, S&P 500 down 0.9%, Dow up: Volatile day on Wall Street as tech stocks react to disappointing earnings ahead of Fed meeting.
Via
Benzinga
Topics
Economy
Stocks
Commodity Market Elliott Wave Analysis - Wednesday, January 31
↗
January 30, 2024
In this article, let's identify potential long positions and corrective retracement opportunities in Bitcoin, DXY, precious metals like silver, gold, and base metals...
Via
Talk Markets
Stocks, Bonds, Bullion, & Bitcoin All Rip As Catalyst-Heavy Week Begins
↗
January 29, 2024
Quiet macro day today a collapse in Texas Manufacturing was the only significant domestic data, and that was evident in rate-cut expectations being hugely unchanged...
Via
Talk Markets
US Stocks Rise At Week's Start, Tesla Rebounds, SoFi, Lucid Shine: What's Driving Markets Monday?
↗
January 29, 2024
Wall Street witnessed slight gains at midday on Monday, with investors eagerly awaiting a series of critical earnings reports, the Federal Reserve’s meeting on Wednesday and the much-anticipated job...
Via
Benzinga
Stocks Are Still Correcting And Consolidating
↗
January 28, 2024
Most stocks appear to be correcting and consolidating the big gains of the final two months of 2023. The true market leaders, however, finished correcting in mid-January and have been moving higher...
Via
Talk Markets
Analyzing The Latest CoT: The Future Through Futures, How Hedge Funds Are Positioned
↗
January 28, 2024
Last week, VIX rallied – hand in hand with the S&P 500, which in and of itself is rare. Volatility likely gets bid up in the sessions ahead.
Via
Talk Markets
Topics
Stocks
Will Next Week’s FOMC Be The Catalyst For TLT
↗
January 26, 2024
July 23 saw a break of this platform with TLT falling to a low of $82.42, but note the volume and very narrow spread down candles confirming heavy buying in the move lower before the V-shaped reversal...
Via
Talk Markets
'Cuts Are Coming': 7 Economists On December Inflation Data, What It Means For The Fed, Markets
↗
January 26, 2024
PCE inflation held at 2.6% in Dec, below forecast. Core inflation at 2.9%, suggests potential rate cuts.
Via
Benzinga
Topics
Economy
S&P 500 Eyes Sixth Green Session, Tesla Tumbles, Oil At 2-Month High: What's Driving Markets Thursday?
↗
January 25, 2024
U.S. stock market gains due to strong economic growth and low inflation expectations. Dollar and treasury yields down, oil up, Tesla drops 12%.
Via
Benzinga
Topics
Economy
Stocks
'Meaningfully Stronger' US Economy Dismantles Slowdown Fears, Boasts 3.3% Growth In Q4 2023
↗
January 25, 2024
The US economy grew by 3.3% in Q4 of 2023, surpassing expectations by a significant margin. Economists predict continued growth in 2024, led by consumer spending and a strong labor market.
Via
Benzinga
Topics
Economy
Unlocking Commodities Market Opportunities: USD DXY Analysis And Strategic Insights
↗
January 23, 2024
Explore the Commodities Market update as the USD DXY undergoes an Elliott Wave ABC correction. Wave iv of (v) of c) of 2 signals potential shifts. Post the dollar's rally, anticipate the initial...
Via
Talk Markets
US Stocks Pause As Treasury Yields, Dollar Surge On Trimmed Fed Rate Cut Bets: What's Driving Markets Tuesday?
↗
January 23, 2024
Wall Street took a breather on Tuesday, with the major U.S. stock indices trading near the flatline or showing slight declines during midday trading in New York as investors closely await a series of...
Via
Benzinga
Topics
Economy
S&P 500, Nasdaq, Dow Jones Strike All-Time Highs Ahead Of Key Earnings This Week: What's Driving Markets Monday?
↗
January 22, 2024
US stocks rise to record highs on strong earnings reports, with small caps outperforming. Dollar steady, gold down, oil up. Bitcoin tumbles. AMD, TSLA, ADM, GILD, WDC top movers. GE, AAPL, FB, AMZN,...
Via
Benzinga
Topics
Stocks
Mixed Signs, Yet New Highs
↗
January 21, 2024
After a spectacular 2023 with the S&P 500 up 24% and the Nasdaq’s 43% gain, it was inevitable that there would be some profit-taking early on. Is the profit taking over, and will we have another good...
Via
Talk Markets
Topics
Stocks
U.S. Weekly FundFlows Insight Report: Money Market Funds Post First Weekly Outflow In Four
↗
January 21, 2024
During the fund-flows week that ended Jan. 17, 2024, investors were overall net redeemers of fund assets for the fourth week in six, removing a net $22.4 billion. At the close of the week, U.S....
Via
Talk Markets
Per CoT, Futures Positions Of Hedge Funds, Noncommercials
↗
January 21, 2024
The message to futures traders is clear, which is to ratchet their unrealistic expectations down. They are fighting a battle they cannot win with the Fed.
Via
Talk Markets
Stocks Are Still In Correction Mode
↗
January 20, 2024
The short-term downtrend looks set to continue -- that is, unless you own tech stocks, specifically semiconductors. Friday was an incredible day in the market, but the majority of stocks are still in...
Via
Talk Markets
Trendline Triumph: Navigating 2024's Bear Market Profitably
↗
January 20, 2024
This trendline did precisely what I was hoping it would do, which is why being a bear hasn’t sucked out loud for far in 2024. Frustrating, yes, but still profitable.
Via
Talk Markets
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