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about us
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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
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contact us
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Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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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
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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
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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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iShares Russell 2000 ETF
(NY:
IWM
)
246.16
-1.87 (-0.75%)
Official Closing Price
Updated: 8:00 PM EST, Dec 31, 2025
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The “Bond Conundrum” Is Driving Markets To The Edge
↗
January 10, 2025
All of the big indexes got rocked to the downside today. On the surface, the market had a “good news is bad news” freakout about strong December jobs gains. We’ve seen this behavior before.
Via
Talk Markets
Topics
Stocks / Equities
Smart Money Moves: How To Play Today’s Market
↗
January 10, 2025
The key takeaway for traders is clear: the
Via
Talk Markets
Topics
ETFs
Stocks / Equities
Wall Street Tumbles On Blowout Payrolls, Oil Rallies To $76, US Dollar Hits 26-Month Highs: What's Driving Markets Friday?
↗
January 10, 2025
Wall Street faced heavy selling pressure in its first trading session after former President Jimmy Carter's funeral, as a series of economic developments rattled interest rate and energy markets,...
Via
Benzinga
Russell 2000 Earnings Dashboard 24Q4
↗
January 02, 2025
The 24Q4 Y/Y blended earnings growth estimate is 48.6%. If the energy sector is excluded, the growth rate for the index is 72.3%.
Via
Talk Markets
Topics
Stocks / Equities
Can Value Stocks Rebound In 2025?
↗
January 02, 2025
Investors may find more value in value stocks this year.
Via
Talk Markets
Topics
Stocks / Equities
Financial Markets Report For Thursday, Jan 9
↗
January 09, 2025
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Thursday, January 9.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
Russell 2000 Earnings Dashboard 24Q4 - Thursday, Jan. 9
↗
January 09, 2025
The 24Q4 Y/Y blended earnings growth estimate is 48.4%. If the energy sector is excluded, the growth rate for the index is 72.4%.
Via
Talk Markets
Topics
Stocks / Equities
Markets Mixed, Flatten After Fed Minutes Released
↗
January 08, 2025
Stock market activity was mixed and a bit topsy-turvy today, with slimmer employment prints coming out ahead of the bell and Fed minutes depicting growing concerns about the economy this afternoon.
Via
Talk Markets
Topics
Economy
Stocks / Equities
Financial Markets Report For Wednesday, Jan 8
↗
January 08, 2025
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Wednesday, January 8.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
The Major Sector ETFs Remain Technically Intact
↗
January 08, 2025
As long as XRT holds 78.00, it’s back where it broke out from after a massive consolidation last year.
Via
Talk Markets
Topics
Cryptocurrencies
ETFs
Wall Street Mixed Ahead Of Fed Minutes, Dollar Bolsters Strength, Bitcoin Falls Below $95,000: What's Driving Markets Wednesday?
↗
January 08, 2025
Wall Street began Wednesday with muted trading, as investors braced for the release of the December Federal Open Market Committee meeting minutes.
Via
Benzinga
Topics
Economy
2025? This Market Performs Well In Odd Years
↗
January 08, 2025
As you may know, in 2024 the Russell 2000 performed worse compared to the wider market.
Via
Talk Markets
Topics
Stocks / Equities
Financial Markets Report For Tuesday, Jan 7
↗
January 07, 2025
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Tuesday, January 7.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
Bad Day At The Office For Markets
↗
January 07, 2025
Yesterday's weak finish set a precendent as to what to expect today.
Via
Talk Markets
Topics
Stocks / Equities
Stocks Sink As Bond Yields Soar, Nvidia Eyes Worst Day In 4 Months, Bitcoin Tumbles To $97,000: What's Driving Markets Tuesday?
↗
January 07, 2025
Tuesday began as a calm day on Wall Street, but markets swiftly turned negative after the Institute for Supply Management released data highlighting an unexpected surge in price pressures within the...
Via
Benzinga
The January Effect And The IWM
↗
January 07, 2025
2024 was an extraordinary trading and investing year, and likely 2025 will follow suit with the added volatility from the Trump Presidency.
Via
Talk Markets
Topics
Government
Stocks / Equities
Financial Markets Report For Monday, Jan 6
↗
January 07, 2025
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Monday, January 6.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
Wall Street Rallies, Chipmakers Soar Ahead Of Nvidia's Huang Speech, Bitcoin Reclaims $100,000: What's Driving Markets Monday?
↗
January 06, 2025
Wall Street is in full risk-on mode, as traders eagerly snap up technology stocks, particularly semiconductors, ahead of Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang‘s speech later on Monday at the...
Via
Benzinga
Equity Indices Itching To Move Higher N/T
↗
January 05, 2025
Last week the Russell 2000 rallied 1.1 percent. In contrast, the S&P 500 was down 0.5 percent and the tech-heavy Nasdaq 100 down 0.7 percent.
Via
Talk Markets
Topics
Stocks
Stocks / Equities
Technical Market Report For January 4, 2025
↗
January 04, 2025
New lows declined significantly last week.
Via
Talk Markets
Topics
Stocks / Equities
Stocks 2025: Normal Volatility Or The Start Of Something Much Worse?
↗
January 04, 2025
In this week's video, we'll review the latest charts and data to answer the question: Stocks in 2025—normal volatility or the start of something much worse?
Via
Talk Markets
Topics
ETFs
Stocks / Equities
Enjoy The Bounceback… And Get Ready For Another Smack
↗
January 03, 2025
Markets were up strongly today, bouncing back from this week’s beatdown.
Via
Talk Markets
Topics
Bonds
Currencies/Forex
Futures
AskSlim Market Week - Friday, Jan. 3
↗
January 03, 2025
An analysis and commentary on the financial markets.
Via
Talk Markets
Topics
Futures
Stocks / Equities
Wall Street Rebounds After Five-Day Slump, Automakers Move, US Steel Tumbles: What's Driving Markets Friday?
↗
January 03, 2025
Wall Street staged a vigorous rebound on Friday, potentially snapping a five-day losing streak, the longest since April, as investors stepped back into the market with renewed optimism.
Via
Benzinga
Financial Markets Report For Thursday, Jan 2
↗
January 02, 2025
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Thursday, January 2.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
5 Metrics To Watch As Stocks Make 2025 Debut
↗
January 02, 2025
Sellers appear to be in control on Wall Street following a robust 2024. With many indicators at tipping points, now is a prime time for investors to refocus and monitor various market indicators.
Via
Talk Markets
Topics
ETFs
Stocks / Equities
Happy New Year Or Is It For The Major Sector ETFs?
↗
January 02, 2025
Russell 2000 IWM, has a few key points of support to hold. $217 is one. The 50-week moving average at around $212.45 is another.
Via
Talk Markets
Topics
ETFs
Stocks Gain, Oil Jumps To $73, Tesla Tumbles As 2024 Sales Dip: What's Driving Markets Thursday?
↗
January 02, 2025
Wall Street began the new year with modest gains, as major U.S. indices edged higher by midday trading in New York, aiming to recover from the prior session’s selloff. The S&P 500 advanced 0.5%, while...
Via
Benzinga
Why These 3 Stocks Are Set to Gain From a Bond Market Shift
January 02, 2025
The new path for the United States economy will be made more explicit by how bonds are performing currently. Wall Street analysts and institutions agree
Via
MarketBeat
Topics
Bonds
ETFs
Economy
S&P 500's Record-Breaking 2024 Ends With Four-Day Slump — History Suggests Bullish Days Ahead
↗
January 02, 2025
The S&P 500 index created records in 2024 but failed to rally over the last four days of 2024.
Via
Benzinga
Topics
Stocks
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