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home
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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
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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Back Dated Performance Reports
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Total Asset Value (TAV)
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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TAF
Event Schedule
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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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The S&P 500 May Be On A Path To 4,500
April 20, 2025
This week won’t have much on the economic calendar, with the S&P Global Flash PMI the lone standout data point. Government auctions will draw more attention.
Via
Talk Markets
Topics
Bonds
Currencies/Forex
Stocks
Are Comparisons To 1929 Justified Or Overblown?
April 19, 2025
In this week's video, we'll review the latest charts and data to help us answer the question: Are comparisons to 1929 justified or overblown?
Via
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ETFs
Stocks / Equities
Bond Market Turbulence Triggered Huge Concerns
April 18, 2025
On April 2, Trump unexpectedly announced indiscriminate high “reciprocal tariffs,” triggering an unprecedented storm in the global financial markets. The global stock and bond markets suffered an epic...
Via
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Topics
Bonds
Government
Stocks / Equities
Will Tariff-Related Inflation Derail The Bond Market’s Rally?
April 17, 2025
Rising US bond prices have offset the slide in US equities so far this year, but the outlook for fixed income may be more precarious than the current rear-window perspective suggests.
Via
Talk Markets
Topics
Bonds
ETFs
Economy
Market Analysis - Thursday, April 17
April 17, 2025
This morning’s SPX futures rose to 5341.86, above the Cycle Bottom where it had closed yesterday.
Via
Talk Markets
Topics
Bonds
Currencies/Forex
Futures
Financial Markets Report For Wednesday, April 16
April 16, 2025
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Wednesday, April 16.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
Secular Bond Crash Cripples Investment Returns
April 16, 2025
The market is yet to fully grasp what is ahead over the next 15 years.
Via
Talk Markets
Topics
Bonds
Commodities
Stocks / Equities
Financial Markets Report For Tuesday, April 15
April 15, 2025
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Tuesday, April 15.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
I See Some Strength… But It’s Almost Too Quiet
April 15, 2025
The fireworks seem to be over, for now at least. There are still some underlying issues in the market, some uncertainty.
Via
Talk Markets
Topics
ETFs
Stocks / Equities
The Dollar Loses More Ground As Stocks Attempt A Weak Rebound
April 14, 2025
Stocks were higher, lower, and higher, and they faded towards the day’s end, trading within a fairly wide range throughout the day.
Via
Talk Markets
Topics
Bonds
Currencies/Forex
Stocks / Equities
The Bond Market Sends A Warning; Has The U.S. Crossed An Economic Rubicon?
April 14, 2025
Spreads between US Treasury’s and investment grade corporate bonds have widened significantly.
Via
Talk Markets
Topics
Bonds
Macro Briefing - Monday, April 14
April 14, 2025
The U.S. Treasury market will be closely watched this week as investors consider if the risk premium for the world’s “safe asset” is in the process of resetting high.
Via
Talk Markets
Topics
Bonds
The U.S. Is Approaching A Funding Crisis
April 14, 2025
The crisis that would unfold would make 2008 look like a picnic.
Via
Talk Markets
Topics
Bonds
EXCLUSIVE: Tariff Uncertainty Turns Traders Cautious — But Oil, Silver Might Be The Escape Hatch, Says Market Analyst
April 14, 2025
Futures traders navigate minefield of new tariffs causing shockwaves in markets. Volatility creates opportunities in energy, metals and equities.
Via
Benzinga
Topics
World Trade
Is The Market Pricing In A Higher Risk Premium For US Treasuries?
April 14, 2025
One week of trading doesn’t change decades of precedent for the world’s primary “safe” asset, but reports that the global marketplace is rethinking risk for US government bonds is deeply unsettling for...
Via
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Topics
Bonds
Weekly Market Pulse: The End Of The Beginning
April 14, 2025
The stock market rallied last week, with the S&P 500 up nearly 6%, spurred on by the suspension of some of the tariffs imposed on April 2nd.
Via
Talk Markets
Topics
Bonds
Currencies/Forex
Stocks
More Tariff Relief Profits
April 13, 2025
Two warnings as loud as ever that US also feels (short-term?) pain from the tariff war - yields rise, USD falls, gold is rocketing up, BTC decoupling from Nasdaq.
Via
Talk Markets
Topics
Bonds
Stocks / Equities
World Trade
CoT: The Future Through Futures And Hedge Fund Positions
April 13, 2025
If a genuine unwinding gets underway, there is a long way to go on the downside. But it is too soon to declare that. Yes, volatility bulls were unable to cling on to the weekly highs, but there are...
Via
Talk Markets
Topics
Bonds
Commodities
Currencies/Forex
Charted: The S&P 500’s Trump-Driven Tariff Turbulence
April 12, 2025
The U.S. stock market has been on a roller coaster ride since Donald Trump took office, with incredible volatility as U.S. reciprocal import tariffs were imposed and then scaled back.
Via
Talk Markets
Topics
Bonds
Government
Stocks
Did Stocks Just Make A Major Low?
April 12, 2025
In this week's video, we'll review the latest charts and data to help us answer the question, did stocks just make a major low?
Via
Talk Markets
Topics
ETFs
Stocks / Equities
Financial Markets Report For Friday, April 11
April 12, 2025
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Friday, April 11.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
A Wild Week Hints At What Comes Next
April 11, 2025
The recent correction and all the volatility over the past month are setting the stage for the last phase of the current AI bull market.
Via
Talk Markets
Topics
Artificial Intelligence
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Cryptocurrencies
Bulls, Bears, And Icebergs - Oh My, What A Week
April 11, 2025
Maybe, just maybe, it’s time to stop throwing our critical market-stabilizing toys out of the pram.
Via
Talk Markets
From Boring To Booming: How Treasury ETFs Are Beating The Bear
April 11, 2025
The biggest Treasury bond ETFs moved higher, reminding investors why bonds remain a cornerstone of portfolio stability.
Via
Benzinga
Topics
Bonds
ETFs
10-Year US Treasury Yield ‘Fair Value’ Estimate - Friday, April 11
April 11, 2025
The “fair value” for the US 10-year Treasury yield edged higher in March vs. the previous month and is now approaching the 4.0% mark, the highest estimate in 16 years.
Via
Talk Markets
Topics
Bonds
Gold, The Big Winner Of Market Upheavals
April 11, 2025
The major economic event of the week was not the sharp fall followed by a historic rebound in the markets.
Via
Talk Markets
Topics
Bonds
Commodities
Trump Tariff Pause Ignites Another Mad Dash For Imports
April 11, 2025
Companies cancelled import orders from high-tariffed countries. Now they want those orders.
Via
Talk Markets
Topics
Bonds
Commodities
Government
Financial Markets Report For Thursday, April 10
April 10, 2025
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Thursday, April 10.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
CPI Much Better Than Expected, Bond Market Reacts Poorly In Big Warning
April 10, 2025
The CPI posted some stellar numbers, but the bond market yawns.
Via
Talk Markets
Topics
Bonds
Macro Briefing - Thursday, April 10
April 10, 2025
Although Trump paused the tariffs, some analysts worry the damage is already done.
Via
Talk Markets
Topics
Government
World Trade
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