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home
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
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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Client Information
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
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
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Event Schedule
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Event Schedule
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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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iShares 7-10 Year Treasury Bond ETF
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Updated: 4:15 PM EDT, Oct 31, 2025
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Three Things That Spooked The Bond Market And Why Trump Blinked
April 10, 2025
Trump calmed the stock and bond markets for now. The key issues still remain.
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Financial Markets Report For Wednesday, April 9
April 09, 2025
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Three Things – What Is Happening
April 09, 2025
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April 09, 2025
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The Market Flirts With Dovish Dreams, While Bonds Start To Sweat
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Trump Capitulates With A 90-Day Pause On Tariffs, Dow Jumps 2,200 Points
April 09, 2025
Trump has had enough of the stock market decline.
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Market Analysis - Wednesday, April 9
April 09, 2025
NDX futures have declined to a morning low at 16607.30.
Via
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Financial Markets Report For Tuesday, April 8
April 08, 2025
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A Mechanical Implied Volatility Reset
April 08, 2025
The stock market rally seems like a mechanical dead cat bounce.
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Topics
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Financial Markets Report For Monday, April 7
April 07, 2025
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Monday, April 7.
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Topics
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Rates Soar Ahead Of Three Big Treasury Auctions
April 07, 2025
It was an enjoyable day in stocks, but a more interesting day in rates, with the 10-year rate soaring by 20 bps to 4.2%.
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“It Could Be A Trap” - Beware A Bond-Market Fast One
April 07, 2025
An unruly selloff in Treasury and corporate paper may be the next crisis that the market may need to tackle.
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ETFs
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Weekly Market Pulse: You Cannot Be Serious
April 07, 2025
The markets have reacted poorly to the announced tariffs, with stocks down 9% on the week and now down 17% from the highs in February (S&P 500).
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Wild Monday Ahead
April 06, 2025
Is this the capitulation bottom, or will those who had been calling for correction wake up to a bear market?
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The Market Is Holding All The Cards This Time
April 06, 2025
We see markets probe all the time, and right now, it seems we’re in a probing mood, searching for that “put” where a policymaker panics.
Via
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Trade War Chaos
April 06, 2025
When an honest trade happens, both sides win. Each gets something he didn’t have before and gives up something he considers less valuable. Bringing in politics just queers the deal.
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CoT - Peek Into Future Through Futures - How Hedge Funds Are Positioned
April 06, 2025
This is cost-push inflation, not demand-pull which was experienced during Covid. Many fear the US economy is headed for stagflation.
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Stocks Melt As The Tariff Tantrum Runs Wild
April 05, 2025
The tariffs may still have much longer to play out.
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ETFs
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Are We On The Cusp Of Another Global Crisis?
April 05, 2025
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AskSlim Market Week - Friday, April 4
April 04, 2025
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Financial Markets Report For Thursday, April 3
April 03, 2025
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Thursday, April 3.
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Financial Markets Report For Wednesday, April 2
April 03, 2025
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Wednesday, April 2.
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Trump Just Tore Up The Global Trade Playbook — And Markets Are Bleeding Risk
April 02, 2025
Trump didn’t just throw a wrench in global trade. He fired a missile into the engine room.
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Commodities
Currencies/Forex
Financial Markets Report For Tuesday, April 1
April 02, 2025
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Tuesday, April 1.
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Here’s The Good News – Stocks Getting Close
March 31, 2025
Bonds rallied and yields fell not because of inflation and certainly not because of tariffs. It goes back to the growth scare.
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Topics
Bonds
Economy
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Equities Demand Higher Risk Premium As Uncertainty Spikes
March 31, 2025
Measuring shifts in uncertainty is a slippery beast, but it’s easier to intuit when big changes unfold vs. the recent past.
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Weekly Market Pulse: The Weak Dollar Effect
March 31, 2025
The dollar was only down a fraction of a percent last week but it was enough to push the year over year change in the dollar into negative territory.
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CoT: Peek Into Future Through Futures, How Hedge Funds Are Positioned - Sunday, March 30
March 30, 2025
After 3 weeks of staying net long, hedge funds once again switched back to net short e-mini S&P500 futures.
Via
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Topics
Bonds
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Near Horizon Recession Probability
March 30, 2025
Looking at the determinants makes one understand why the estimated recession likelihood is high. That said, aside from consumption, there’s been little sign of a recession in contemporaneous, hard-data...
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AskSlim Market Week - March, Feb. 28
March 28, 2025
An analysis and commentary on the financial markets.
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Topics
Bonds
Commodities
Stocks / Equities
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