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home
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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
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TAF sm Program
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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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The U.S. Already Lost The Trade War
↗
April 13, 2025
The tariffs hurt the U.S. economy, caused the markets to crash, and led to significant market volatility. In this video, I discuss the recent turmoil.
Via
Talk Markets
Topics
Cryptocurrencies
Currencies/Forex
ETFs
Pairs In Focus - Sunday, April 13
↗
April 13, 2025
The US dollar was hammered against the Canadian dollar over the trading week, as bonds sold off quite viciously. It now appears to be testing a major area of support, as the 1.39 level has previously...
Via
Talk Markets
Topics
Bonds
Currencies/Forex
ETFs
EUR/USD Weekly Forecast: Uptrend To 1.1500 Intact
↗
April 13, 2025
The EUR/USD pair continued its strong surge and crossed an important resistance level as concerns about the US economy continued.
Via
Talk Markets
Topics
Currencies/Forex
Economy
Week Ahead: Liberation Day Leaves The Dollar Unloved
↗
April 13, 2025
The global capital markets continue to reel from the profound changes being ushered in by the new U.S. administration.
Via
Talk Markets
Topics
Currencies/Forex
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
An Overdue Market Bounce May Be Coming
↗
April 12, 2025
A case could be made that the market is now approaching an overdue bounce. In this video, I discuss the factors that may contribute to this argument.
Via
Talk Markets
Topics
Bonds
Currencies/Forex
ETFs
EURUSD Forecast, Price Prediction And Week Ahead
↗
April 12, 2025
EURUSD price prediction based on the technical analysis.
Via
Talk Markets
Topics
Currencies/Forex
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
What A “Mar-A-Lago Accord” Means For Your Portfolio
↗
April 11, 2025
The dollar has been getting sold like crazy in recent weeks against both the yen and the euro.
Via
Talk Markets
Topics
Currencies/Forex
After Stocks And Bonds Were Roiled, It Is The Dollar's Turn Today
↗
April 11, 2025
The trade war continues to roil the capital markets.
Via
Talk Markets
Topics
Currencies/Forex
World Trade
Daily Market Outlook - Friday, April 11
↗
April 11, 2025
Asian markets are poised for a third consecutive week of declines as initial relief turned to concern following the White House's announcement that US tariffs on China have increased to 145%.
Via
Talk Markets
Topics
Cryptocurrencies
Currencies/Forex
Stocks / Equities
EUR/USD Hits Three-Year High As The US Dollar Suffers Heavy Losses
↗
April 11, 2025
The EUR/USD pair is in strong demand, surging to a three-year peak near 1.1330.
Via
Talk Markets
Topics
Currencies/Forex
EUR/USD Rallies Hard On Relentless US Dollar Selling
↗
April 11, 2025
The EUR/USD pair keeps pushing higher, hitting the highest level in three years above 1.1450 in European trading on Friday.
Via
Talk Markets
Topics
Currencies/Forex
China's Retaliatory Tariff Hike Escalates Trade War, Gold Soars, Dollar Hits Two-Year Low - Global Markets Today While US Slept
↗
April 11, 2025
U.S. markets closed lower on renewed fears over Trump's trade war with China, despite easing inflation and mixed sector performance.
Via
Benzinga
Topics
Economy
Government
World Trade
FX Daily: Dollar Crisis Can Extend
↗
April 11, 2025
The dollar and Treasuries are acting as high-beta assets to risk sentiment and remain highly vulnerable to further selloffs.
Via
Talk Markets
Topics
Currencies/Forex
Euro Becoming Currency Of Choice
↗
April 11, 2025
The US-China trade war has intensified with tariffs on China now at 145%.
Via
Talk Markets
Topics
World Trade
SPDR ETF Report For Thursday, April 10
↗
April 11, 2025
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Thursday, April 10
Via
Talk Markets
Topics
ETFs
Stocks / Equities
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
EUR/USD Surges Higher As Tariff Walk-Back Eases Tensions Further
↗
April 10, 2025
EUR/USD roared into its highest bids in nearly two years on Thursday, breaching and closing above the 1.1200 handle for the first time in 21 months.
Via
Talk Markets
Topics
Currencies/Forex
Market Talk - Thursday, April 10
↗
April 10, 2025
The major Asian stock markets had a green day today.
Via
Talk Markets
EUR/USD Price Analysis: Euro Surges Near 2025 Highs As Bullish Structure Strengthens
↗
April 10, 2025
Support is seen near the 1.1000 area, while resistance is uncharted after breaking to new yearly highs.
Via
Talk Markets
Topics
Currencies/Forex
EUR/USD Sprints Above 1.1100 On Softer CPI Release
↗
April 10, 2025
The EUR/USD pair edges higher and recovers to 1.1120 after the Consumer Price Index release.
Via
Talk Markets
Topics
Currencies/Forex
Markets Remain Unsettled Despite The US Postponement Of The Reciprocal Tariffs
↗
April 10, 2025
The euro, Swiss franc, and Japanese yen are up over 1%.
Via
Talk Markets
Topics
Currencies/Forex
Forex Today: Trump Concedes 90-Day Pause On Tariffs >10%, Except China
↗
April 10, 2025
In a dramatic move, the Trump administration announced yesterday that it would implement a 90-day pause on all its new tariffs over 10%, except for China.
Via
Talk Markets
Topics
Currencies/Forex
Government
World Trade
Daily Market Outlook - Thursday, April 10
↗
April 10, 2025
Asian stocks experienced their largest gain in over two years as global financial markets bounced back following Trump's suspension of most of his extensive reciprocal tariffs.
Via
Talk Markets
Topics
Cryptocurrencies
Currencies/Forex
Government
Elliott Wave Technical Analysis: Euro/U.S. Dollar - Thursday, April 10
↗
April 10, 2025
Traders are encouraged to observe standard corrective patterns, such as three-wave sequences or periods of price consolidation, which often accompany these market phases.
Via
Talk Markets
Topics
Currencies/Forex
Asia And Europe Markets Rally After Trump's Tariff U-Turn, Gold Nears Record High - Global Markets Today While US Slept
↗
April 10, 2025
U.S. markets rally with positive earnings, strong demand, and tariff pause. Mortgage applications surge. Nikkei posts biggest gain since 2008.
Via
Benzinga
Topics
Government
World Trade
FX Daily: Dollar Slow To Reclaim Losses
↗
April 10, 2025
The clean take-away from the pause in the worst of the tariffs was a re-assessment of global trade prospects on the view that perhaps tariffs were more transactional after all.
Via
Talk Markets
Topics
Currencies/Forex
World Trade
Financial Markets Report For Wednesday, April 9
↗
April 09, 2025
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Wednesday, April 9.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
Forex Today: Stock Markets Falling As US Tariffs Start Today
↗
April 09, 2025
Global stock markets are looking weak as markets focus on today's official imposition of US tariffs, sending most indices lower.
Via
Talk Markets
Topics
Currencies/Forex
Stocks / Equities
World Trade
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