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about us
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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
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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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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
FIP
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
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Vanguard Total Bond Market ETF
(NQ:
BND
)
74.25
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Updated: 4:15 PM EST, Jan 23, 2026
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Most Slices Of The US Bond Market Posting Gains In 2024
↗
July 31, 2024
Year-to-date returns for US fixed income are skewing positive this year ahead of the Federal Reserve policy announcement this afternoon.
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SPDR ETF Report For Monday, July 22
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July 23, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Monday, July 22.
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The Average American's Retirement Savings Are Shockingly Low. Here's How to Do Better.
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July 19, 2024
Making a plan and sticking to it is necessary to achieve a comfortable retirement.
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Has Risk-On Run Out Of Road?
↗
July 08, 2024
More investors are asking the question lately, in part because markets are seemingly defying gravity and ignoring various macro and geopolitical risks.
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Buy Everything (With Just 2 Vanguard ETFs)
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July 05, 2024
If you don't know where to start as an investor, then the simple answer is to just get started -- and buy everything. That's not a joke.
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Total Return Forecasts: Major Asset Classes
↗
July 02, 2024
The return forecast for the Global Market Index held steady in June after ticking higher for four straight months.
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Major Asset Classes June 2024 Performance Review
↗
July 01, 2024
US stocks again secured the top spot for monthly performances in June for the major asset classes.
Via
Talk Markets
Bond Traders Expect Much Deeper Interest Rate Cuts Than Projected
↗
June 26, 2024
U.S. bond traders predict higher interest-rate cuts by Fed in response to economic data and remarks by officials, but unlikely unless a recession occurs.
Via
Benzinga
Topics
Bonds
Economy
Market's Higher Neutral Rate Expectations May Challenge Bond ETFs
↗
June 24, 2024
Bond ETFs flat pre-market as neutral rate expected to remain high. Higher rate may limit Fed's rate-cutting ability, impacting bond performance.
Via
Benzinga
Topics
Bonds
ETFs
Economy
US Stocks Are Still Leading The Major Asset Classes In 2024
↗
June 24, 2024
There was a brief period earlier this year when US shares gave up the leadership crown to commodities, but American stocks have retaken the performance throne in June, based on a set of ETFs through...
Via
Talk Markets
Topics
ETFs
What's the Best Way to Invest in Stocks Without Any Experience? Try This Index Fund.
↗
June 21, 2024
This ETF keeps things simple, performs as well as the market, and gives you a chance to learn.
Via
The Motley Fool
Topics
ETFs
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
Total Return Forecasts: Major Asset Classes
↗
June 04, 2024
The performance outlook for the Global Market Index ticked higher again in May.
Via
Talk Markets
Pressure Mounts On Fed As Eurozone, Canada Plan Interest Rate Cuts This Week
↗
June 03, 2024
In a Monday interview, Minneapolis Fed President Neel Kashkari advocated for maintaining the current Fed rate in the U.S. for a longer period.
Via
Benzinga
Topics
Economy
Major Asset Classes Performance Review - May 2024
↗
June 03, 2024
Global markets rebounded sharply in May, with the exception of commodities, based on a set of ETF proxies.
Via
Talk Markets
Topics
ETFs
Looking for a Unique ETF? This One Is More Valuable As a Warning.
↗
June 01, 2024
Some investment approaches don't lend themselves to the ETF format, and merger arbitrage may be one of them.
Via
The Motley Fool
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ETFs
A Review Of The Largest ETFs In The World
↗
May 31, 2024
The 20 largest ETFs account for $3,431.0 bn, or 28.80%, of the overall assets held by ETFs globally.
Via
Talk Markets
Topics
ETFs
Investors Fear Mounting US Debt Could Overshadow Bond Rally Ahead Of Presidential Elections
↗
May 24, 2024
There are also concerns that the uncertainty surrounding the necessary debt for deficit spending could destabilize the $27 trillion Treasury market, a cornerstone of the global financial system.
Via
Benzinga
2 Vanguard ETFs Perfect for the Lazy Investor
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May 22, 2024
The lazy portfolio is a popular concept that emphasizes low fees, simplicity, and diversification.
Via
The Motley Fool
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Is Tilray Brands Stock a Buy?
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May 20, 2024
Despite a broad rally in cannabis, this top Canadian LP has failed to join the party.
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The Motley Fool
Topics
Cannabis
Is Aurora Cannabis Stock a Buy?
↗
May 20, 2024
The company's cost-cutting initiative and pivot to medical cannabis could pay big dividends for patient shareholders.
Via
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Topics
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You Can Do Better Than the S&P 500. Buy This ETF Instead
↗
May 19, 2024
The S&P 500 is great if you want to track the market, but what if your goals are a little different? For example, you need income...
Via
The Motley Fool
Topics
ETFs
Stocks
Disinflation Hopes Reshape Treasury Yields' Major Trend: 5 Bond ETFs Poised To Rally On Fed Rate Cuts
↗
May 16, 2024
Inflation data supports Fed rate cuts, yields test crucial 200-day average, creating favorable bond market trend. Powell downplays hike concerns.
Via
Benzinga
Topics
Bonds
ETFs
Economy
These 2 Index ETFs Are a Retiree's Best Friend
↗
May 12, 2024
If you are trying to keep things simple, then these two Vanguard ETFs will be all you need to build your retirement portfolio.
Via
The Motley Fool
Topics
ETFs
Retirement
Emerging Markets Corporates Are Upside Outlier For Global Bonds
↗
May 10, 2024
Foreign fixed-income markets from a US investor perspective have been an unappealing asset class lately, with a glaring exception: corporate bonds in emerging markets.
Via
Talk Markets
Topics
Bonds
If I Had to Construct a Portfolio of Just 5 ETFs, Here's Exactly What I'd Buy Right Now
↗
April 26, 2024
It's possible to construct a winning long-term investment strategy with just low-cost index funds.
Via
The Motley Fool
Topics
ETFs
The Fixed Income Fix: 3 Top Funds to Buy Now for Reliable Passive Income
↗
April 02, 2024
For investors looking for fixed income options in the world of ETFs, explore three top picks that could provide steady, future income streams.
Via
InvestorPlace
Topics
ETFs
Total Return Forecasts: Major Asset Classes
↗
April 02, 2024
The long-run performance estimate for the Global Market Index ticked up again in March.
Via
Talk Markets
Major Asset Classes Performance Review - March 2024
↗
April 01, 2024
The rally in global assets broadened in March, lifting nearly every slice of the major asset classes. The downside outlier: bonds in emerging markets. Otherwise, last month delivered a clean sweep of...
Via
Talk Markets
Topics
Bonds
Floating-Rate And Junk Bonds Lead Fixed Income So Far In 2024
↗
March 27, 2024
The bond market has struggled to fully recover from the Federal Reserve’s aggressive run of interest-rate hikes in 2022-2023, but pockets of strength remain conspicuous.
Via
Talk Markets
Topics
Bonds
Economy
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