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home
about us
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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
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Quarterly Performance Reports
Market Value Securities (MVS)
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
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
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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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Daily Market Outlook - Thursday, April 17
↗
April 17, 2025
Asian markets saw a slight uptick, while the yen weakened as investors responded positively to the initial round of trade talks between the US and Japan.
Via
Talk Markets
Topics
Cryptocurrencies
Currencies/Forex
Stocks / Equities
Asia Markets Gain, Europe Slides, Crude Prices Up On Iranian Sanctions - Global Markets Today While US Slept
↗
April 17, 2025
U.S. markets closed lower due to Nvidia's warning and Fed Chair Powell's remarks. Retail sales rose, while industrial production declined. Asian markets were mixed. Oil prices rose on supply concerns,...
Via
Benzinga
Topics
Economy
Stocks
Elliott Wave Technical Analysis: Euro/U.S. Dollar - Thursday, April 17
↗
April 17, 2025
Traders should observe the final moments of wave 1 for traditional signs of completion.
Via
Talk Markets
Topics
Currencies/Forex
FX Daily: Forget The Old Central Bank Currency Link
↗
April 17, 2025
A hawkish Powell failed to lift the dollar yesterday, as the currency market remains heavily focused on risk asset relative performance.
Via
Talk Markets
Topics
Currencies/Forex
Economy
EUR/USD Corrects Ahead Of ECB Interest Rate Decision
↗
April 17, 2025
Via
Talk Markets
Topics
Currencies/Forex
EUR/GBP Holds Below 0.8600 Ahead Of ECB Rate Decision
↗
April 17, 2025
The EUR/GBP cross attracts some sellers to around 0.8590 during the early European trading hours on Thursday.
Via
Talk Markets
Topics
Currencies/Forex
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
EUR/USD Flat Lines Near 1.1400 Ahead Of ECB Rate Decision
↗
April 16, 2025
The EUR/USD pair trades on a flat note near 1.1400 during the early Asian session on Thursday.
Via
Talk Markets
Topics
Currencies/Forex
Welcome To The Stagflation Vortex — Powell Whiffs As Trade War Goes Full Metal Jacket
↗
April 16, 2025
The GPIF — the world’s largest pension whale — just dropped a geopolitical bombshell, quietly removing China A-shares from its foreign equity benchmark.
Via
Talk Markets
Topics
Commodities
Currencies/Forex
Economy
Short Reprieve Is Over, Volatility Is Back, And Dollar And Equities Slump
↗
April 16, 2025
The reprieve from the angst of the trade war lasted a couple of days, but it has returned following Beijing's actions against Boeing and the US requiring Nvidia to get export licenses.
Via
Talk Markets
Topics
Currencies/Forex
World Trade
Daily Market Outlook - Wednesday, April 16
↗
April 16, 2025
Overnight, U.S. markets lost early gains and closed lower as President Trump's ongoing tariff disputes with trading partners kept investors wary despite strong equity reports from major financial...
Via
Talk Markets
Topics
Cryptocurrencies
Currencies/Forex
Government
Asia Mixed, Europe Slides; Gold Hits $3,300 As Trade War Escalates - Global Markets Today While US Slept
↗
April 16, 2025
Dow, S&P 500, and Nasdaq close lower on tariff uncertainty and weakness in consumer and healthcare stocks. Gold surges to record high.
Via
Benzinga
Topics
Stocks
World Trade
FX Daily: Updates On Repatriation, China UST Holdings And The Fed
↗
April 16, 2025
FX markets are a little calmer, but traded volatility levels remain elevated.
Via
Talk Markets
Topics
Currencies/Forex
April ECB Cheat Sheet: Confused About Tariffs? Don’t Count On ECB Guidance
↗
April 15, 2025
The ECB is widely expected to cut rates by another 25bp on 17 April, as growth risks have intensified on the back of US tariffs. The Governing Council may highlight rates are now close to neutral, but...
Via
Talk Markets
Topics
Currencies/Forex
World Trade
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
EUR/USD Gains Ground Above 1.1250 Ahead Of US Retail Sales Release
↗
April 15, 2025
The EUR/USD pair trades in positive territory around 1.1285 during the early Asian session on Wednesday.
Via
Talk Markets
Topics
Currencies/Forex
FX Daily: EUR/USD Can Return To 1.15
↗
April 15, 2025
The modest rebound in US equities yesterday shows that markets remain jittery despite China tariff exemptions.
Via
Talk Markets
Topics
Currencies/Forex
World Trade
Markets Consolidate, But Nervously So, Remaining One Social Media Post Away From Euphoria Or Doom
↗
April 15, 2025
The postponement of US reciprocal tariffs, the
Via
Talk Markets
Topics
Currencies/Forex
World Trade
Two Trades To Watch: EUR/USD, FTSE 100 Forecast - Tuesday, April 15
↗
April 15, 2025
EUR/USD slips as economic sentiment falls and the USD steadies. FTSE 100 rises on optimism of Trump exemptions.
Via
Talk Markets
Topics
Currencies/Forex
Government
Stocks / Equities
Forex Today: Markets Calmer, Tech Tariff Exception Confuses
↗
April 15, 2025
Markets saw reduced volatility yesterday, with the quietest trading day since the new US tariff plans were announced, despite confusion over tech tariffs.
Via
Talk Markets
Topics
Commodities
Currencies/Forex
World Trade
Daily Market Outlook - Tuesday, April 15
↗
April 15, 2025
Via
Talk Markets
Topics
Cryptocurrencies
Currencies/Forex
Stocks / Equities
EUR/GBP Forecast: Testing Major Resistance
↗
April 15, 2025
The Euro is testing the long-standing 0.8650 resistance against the British Pound, with potential for a pullback toward 0.8520 if it fails to break out.
Via
Talk Markets
Topics
Currencies/Forex
Asia And Europe Markets Gain On Reduced Uncertainty, Gold Holds Near Highs - Global Markets Today While US Slept
↗
April 15, 2025
US markets end higher on Monday boosted by Apple, while concerns over pending tariffs and trade uncertainty cap gains. Most S&P 500 sectors rise.
Via
Benzinga
Topics
Stocks
World Trade
EUR/USD Strengthens On Mounting Fears Of US Stagflation
↗
April 14, 2025
EUR/USD climbs to near 1.1400 as the US Dollar faces an intense sell-off amid an escalating US-China trade war.
Via
Talk Markets
Topics
Currencies/Forex
World Trade
Greenback Remains On The Defensive, While Stocks And Bonds Come Back Better Bid
↗
April 14, 2025
It seems the dramatic reaction in the capital markets and the collapse of consumer confidence prompted the Trump administration to postpone the reciprocal tariffs.
Via
Talk Markets
Topics
Currencies/Forex
Government
World Trade
Daily Market Outlook - Monday, April 14
↗
April 14, 2025
Asian stocks experienced a notable rise overnight, although the ongoing confusion regarding tariff implementations poses a continued risk.
Via
Talk Markets
Topics
Cryptocurrencies
Currencies/Forex
Stocks / Equities
US Dollar’s Decline Raises Question: Can The Euro Become The Next Global Reserve Currency?
↗
April 14, 2025
The dollar has dropped almost 10% this year, triggering global investor concern in the reserve currency.
Via
Talk Markets
Topics
Currencies/Forex
FX Daily: 90-Day Trade Negotiations To Involve FX?
↗
April 14, 2025
It's early days, but conditions in FX markets look like they're settling a little as the Easter holiday approaches.
Via
Talk Markets
Topics
Currencies/Forex
Asia And Europe Markets Gain On Partial US Reciprocal Tariff Exemptions; Dollar Hits Multi-Month Low - Global Markets Today While US Slept
↗
April 14, 2025
addition, the U.S. exempted certain electronics from reciprocal tariffs, easing fears of a deepening trade war.US markets closed higher fueled by upbeat bank earnings and comments from Fed officials....
Via
Benzinga
Topics
Economy
Stocks
World Trade
EUR/USD Weekly Forecast: Investors Pivot from U.S. Markets
↗
April 13, 2025
The EUR/USD weekly forecast shows an investor migration from U.S. assets.
Via
Talk Markets
Topics
Currencies/Forex
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