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home
about us
Investment Approach
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Firm ADV PDFs
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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
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
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Asia Morning Bites For Wednesday, June 19
↗
June 18, 2024
Strong exports buoyed Japan’s trade in May. Indonesia will also release their latest trade figures today.
Via
Talk Markets
Financial Markets Report For Tuesday, June 18
↗
June 18, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Tuesday, June 18.
Via
Talk Markets
Commodities Market: Expert Elliott Wave Analysis & Profitable Trading Strategies
↗
June 18, 2024
Via
Talk Markets
10-Year US Treasury Yield ‘Fair Value’ Estimate - Tuesday, june 18
↗
June 18, 2024
The 10-year yield has been trending down for much of the past two months.
Via
Talk Markets
Greenback Catches A Bid
↗
June 18, 2024
The dollar has caught a bid ahead of the US retail sales and industrial production figures.
Via
Talk Markets
Rates Spark: French Bonds Not Benefitting From Return Of Risk Appetite
↗
June 17, 2024
After Friday’s risk-off sentiment, risk appetite seemed to have returned a bit this week.
Via
Talk Markets
Low Yields
↗
June 14, 2024
The 10-year yield traded to its lowest level since late March this morning while the 2-year yield was at its lowest since early April.
Via
Talk Markets
Treasury Yields Jump To One-Week High After Ugly 3Y Auction
↗
June 10, 2024
The bid to cover slumped to 2.433 from 2.632, the lowest since December '23, and well below the six-auction average of 2.567.
Via
Talk Markets
Asia Morning Bites For Tuesday, June 18
↗
June 17, 2024
RBA decision and Singapore’s NODX are the key data releases on Tuesday.
Via
Talk Markets
Financial Markets Report For Monday, June 17
↗
June 17, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Monday, June 17.
Via
Talk Markets
The Nasdaq Nears A Major Change In Trend Amid Softer Economic Data
↗
June 17, 2024
After going back and reviewing my work from the past and comparing it to today, I feel that over the past year or two, unintentionally, I have shied away from making some of the bigger and bolder calls...
Via
Talk Markets
Rates Traders Are Now Fully Expecting Two Cuts This Year
↗
June 16, 2024
Disinflation in the United States is spreading like a gossip rumour at a high school reunion, affecting consumer and producer prices
Via
Talk Markets
Unpacking The CoT Report: What Positions Are Noncommercials Taking?
↗
June 16, 2024
Several times in the last few months, equity bears fell short of capitalizing on potentially bearish technical setups. Bears yet again have an opportunity. If weakness develops this week, it would be...
Via
Talk Markets
Why You Should Care About Still Lower Yields
↗
June 15, 2024
For all the market breadth warning signs, the bull run in equities isn‘t over, it would be premature to turn bearish just here.
Via
Talk Markets
T-Bill And Chill? Naw Bro, We Got Gold…
↗
June 12, 2024
The Federal Reserve has raised interest rates, and yet, yields remain high, slowly rising. There are two ways this could go.
Via
Talk Markets
Topics
Economy
Double Whammy: US CPI And Federal Reserve
↗
June 12, 2024
Position adjustments ahead of today's US CPI and FOMC meeting are giving the dollar a modestly heavier tone today.
Via
Talk Markets
Stellar 10Y Auction Sees Surge In Foreign Demand, Near Record Stop Through
↗
June 11, 2024
This was a stellar auction, arguably the best 10Y sale in well over a year, and understandably yields slumped 3bps to session lows on the news.
Via
Talk Markets
Greenback Remains Firm, Still Driest Towel On The Rack
↗
June 11, 2024
The US dollar is firm against all the G10 currencies.
Via
Talk Markets
Implied Volatility Could Rise Sharply Before The CPI And FOMC
↗
June 10, 2024
The VIX 1 Day closed around 8, which could be due to a sharp rise ahead of the CPI report and the FOMC meeting.
Via
Talk Markets
Topics
Stocks
A Big Move Is Brewing In Crude…
↗
June 10, 2024
The energy sector has largely been trading in line with its relative EPS trends.
Via
Talk Markets
Weekly Market Pulse: Is The Economy Weaker Than It Appears?
↗
June 10, 2024
The employment report released last Friday offered contradictory views of the state of the economy.
Via
Talk Markets
Topics
Economy
Euro Sold After EU Parliament Elections And Macron's Gambit
↗
June 10, 2024
The EU Parliament election has shaken up European politics, with the Belgium government collapsing and French President Macron calling a snap legislative election for the end of the month.
Via
Talk Markets
Speculator Extremes: Silver, Peso, 5-Year & Sugar Lead Weekly Bets
↗
June 09, 2024
This weekly Extreme Positions report highlights the Most Bullish and Most Bearish Positions for the speculator category. Extreme positioning in these markets can foreshadow strong moves in the...
Via
Talk Markets
Start Of A New Downtrend? Unsure
↗
June 08, 2024
It is confusing to see the SPY and QQQ reaching new all-time highs while the majority of stocks are struggling short term. It shows how the large caps can mask the trend of the larger market.
Via
Talk Markets
Financial Markets Report For Friday, June 7
↗
June 07, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Friday, June 7.
Via
Talk Markets
The Dollar Remains Soft Ahead Of The Employment Report
↗
June 07, 2024
The dollar is little changed against the major currencies ahead of the US jobs report.
Via
Talk Markets
Financial Markets Report For Thursday, June 6
↗
June 07, 2024
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Thursday, June 6.
Via
Talk Markets
Asia Morning Bites For Friday, June 7
↗
June 06, 2024
RBI meets to decide on policy while China reports the latest trade figures.
Via
Talk Markets
Is The US Bond Market Poised For Recovery?
↗
June 06, 2024
The sharp drop in Treasury yields in recent days has revived chatter that the worst for the bond market may be over.
Via
Talk Markets
Topics
Bonds
The Euro Remains Firm Ahead Of The First Time The ECB Will Cut Rates Before The Federal Reserve
↗
June 06, 2024
The ECB meeting and President Lagarde's press conference are the main events today. There is little doubt that it will cut rates today and do so ahead of the Federal Reserve for the first time.
Via
Talk Markets
Topics
Economy
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