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home
about us
Investment Approach
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Team Biographies
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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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Bad Ideas: Strategic Currency Reserve, Tariffs And Debt Crisis
↗
March 09, 2025
The USA is the global reserve currency issuer by a huge margin. Foreign reserves of USD are 54%.
Via
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Weekly Forex Forecast - Sunday, March 9
↗
March 09, 2025
The euro was the strongest major currency last week, while the US dollar was the weakest. Volatility increased during this period, as 70% of the most important Forex currency pairs and crosses changed...
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Topics
Currencies/Forex
ETFs
Futures
Pairs In Focus - Sunday, March 9
↗
March 09, 2025
The US dollar fluctuated wildly against the Canadian dollar during the previous trading week, and I think that will continue to be the case in the coming days. After all, there has been a rise in...
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Topics
Currencies/Forex
ETFs
World Trade
Silver Is The New Gold
↗
March 09, 2025
Gold has been hitting new highs lately. But while all eyes are on bullion, could silver be the sleeping giant ready to awaken?
Via
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Topics
Currencies/Forex
Stocks / Equities
GBP/USD Weekly Forecast: Gains Accomplished As Behavioral Sentiment Rules
↗
March 09, 2025
The GBP/USD reacted to financial institutions beginning to buy the currency pair based on changing outlooks.
Via
Talk Markets
Topics
Currencies/Forex
EURUSD Analysis, Price Prediction, Week Ahead Forecast
↗
March 08, 2025
The Euro/USDollar price has been going up, rising in value. See where the previous resistance is now acting as a support.
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Talk Markets
Topics
Currencies/Forex
FX Daily: A Payrolls Miss Will Do More Damage To The Dollar
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March 07, 2025
Via
Talk Markets
Topics
Currencies/Forex
Changing U.S. Policy Is Having A Reverberating Effect Across Global Markets
↗
March 09, 2025
Changing U.S. policy is having a reverberating effect across global markets.
Via
Talk Markets
Topics
Currencies/Forex
Stocks / Equities
Stocks And Precious Metals Charts - Mispricing Of Risk
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March 09, 2025
The Dollar continued its decline, slipping off the 104 handle. Gold and silver rallied sharply.
Via
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Commodities
Cryptocurrencies
Currencies/Forex
CoT: Peek Into Future Thru Futures, Hedge Fund Positioning
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March 09, 2025
Non-commercials just switched to net long e-mini S&P 500 futures after remaining net short for 14 weeks in a row. They are likely to do well on this switch – at least near term.
Via
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Topics
Bonds
Currencies/Forex
Stocks
The Sleight Of Hand Behind The ‘One-Time Adjustment’ And ‘Transitory’ Tariff Inflation Narrative
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March 08, 2025
Tariffs embed lasting inflation, challenging the idea of a
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Currencies/Forex
Economy
US Growth Worries, Europe's Fiscal Initiative Weaken American Exceptionalism's Bull Case
↗
March 08, 2025
The combination of continued growth concerns in the US and the fiscal/defense initiatives in Europe saw the dollar fall every day last week.
Via
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Topics
Currencies/Forex
USDJPY Analysis And Price Prediction Forecast
↗
March 08, 2025
A pretty strong bearish signal - the monthly time frame shows us we are currently inside the bearish breakout, but we have several weeks until this month closes.
Via
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Topics
Currencies/Forex
Stocks Melt: It May Get Much Worse As Euro/Yen Trades Unwind
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March 08, 2025
It's clear that what has been happening in the market is about more than tariffs, and it has much more to do with assets leaving the US markets.
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ETFs
Futures
XRP Price Prediction & Analysis: Trump’s Crypto Plan Disappoints, But Analysts Eye 700% Rally
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March 08, 2025
XRP price fell after Trump's digital asset stockpile plan disappointed investors by only including forfeited assets, while analysts remain optimistic with predictions of potential rallies to $9.70 or...
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GBPUSD Analysis & GBPUSD Price Prediction Forecast - Saturday, March 8
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March 08, 2025
Today you will see GBPUSD price prediction based on the technical analysis. What is the support and resistance on the daily time frame for GBPUSD. What to expect where the price will breakout for the...
Via
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Topics
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Gold Trading Strategy, XAUUSD Analysis & Forecast - Saturday, March 8
↗
March 08, 2025
Today you will see Gold price prediction based on technical analysis. What is the support and resistance on the daily time frame for XAUUSD?
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Topics
Commodities
Flipping The Transatlantic Script As Tariff Turmoil Hits The U.S.
↗
March 07, 2025
The U.S. economy is still holding its ground, but there’s no denying that the constant tariff whiplash is leaving its mark.
Via
Talk Markets
Topics
Economy
Stocks / Equities
World Trade
Financial Markets Report For Friday, March 7
↗
March 07, 2025
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Friday, March 7.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
Market Talk - Friday, March 7
↗
March 07, 2025
The major Asian stock markets had a mixed day today.
Via
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EUR/USD Price Analysis: Bulls Push Higher But Overbought Signals Hint At Correction
↗
March 07, 2025
EUR/USD holds gains after the European session, trading near the 1.0870 area and marking fresh highs since November 2024.
Via
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Topics
Commodities
USD/CAD Forecast: Finds Support At 1.43 After Sharp Drop
↗
March 07, 2025
The US dollar finds support at 1.43 against the Canadian dollar after a sharp drop, with technical levels suggesting a possible recovery toward 1.44 or higher.
Via
Talk Markets
Topics
Currencies/Forex
US Dollar Sees Traders Brace For Upcoming NFP Release
↗
March 07, 2025
The US Dollar is set to end its worst week in over one year.
Via
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Topics
Currencies/Forex
EUR/USD Advances As Traders Reassess ECB Dovish Bets, US NFP In Focus
↗
March 07, 2025
EUR/USD climbs above 1.0850 as the US Dollar underperforms ahead of the US NFP data release for February.
Via
Talk Markets
Topics
Currencies/Forex
Pressure On The Greenback Remains Ahead Of The Jobs Report And Powell, While European Bonds Stabilize
↗
March 07, 2025
The greenback's drop has been extended today against most of the G10 currencies, but not the growth-sensitive dollar bloc, which is underperforming today.
Via
Talk Markets
Topics
Currencies/Forex
Stagflation Risks Worsening In Europe And The United States
↗
March 07, 2025
Another intense week on the economic and geopolitical fronts.
Via
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Topics
Bonds
Commodities
Currencies/Forex
EUR/USD Holds Firm As The US Dollar Ends The Week With Losses
↗
March 07, 2025
EUR/USD is trading near 1.0806 on Friday, maintaining its position despite failing to extend its gains further.
Via
Talk Markets
Topics
Currencies/Forex
Pound Sterling Gains Further Against US Dollar Ahead Of US NFP Report
↗
March 07, 2025
The Pound Sterling advances against the US Dollar to near 1.2930 ahead of the US NFP data for February.
Via
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Topics
Currencies/Forex
Metal Markets Report For Thursday, March 6
↗
March 07, 2025
In this video, Ira Epstein reviews the day's trading in the gold and other relevant metal markets.
Via
Talk Markets
Topics
Commodities
Gold Trading Strategy, XAUUSD Analysis & Forecast - Friday, March 7
↗
March 07, 2025
Today you will see Gold price prediction based on technical analysis. What is the support and resistance on the daily time frame for XAUUSD?
Via
Talk Markets
Topics
Commodities
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