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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
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contact us
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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
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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)
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Additional Information
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Investing During Uncertain Times
Read FULL Seminar Here
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Ugly, Tailing 7Y Auction Sees Lowest Foreign Demand In 3 Years
March 27, 2025
The bid to cover dropped to 2.534 from 2.638, the lowest since August 2024, and obviously below the six-auction average of 2.69.
Via
Talk Markets
Topics
Bonds
O-I-L-S, Oil Stocks
March 27, 2025
The best buying opportunity in the energy business for the last 20 years was in March 2020. It took immense courage to buy oil stocks.
Via
Talk Markets
Topics
Bonds
Commodities
Will US Treasury Secretary Bessent Send U.S. 10-Year Treasuries Lower This Summer?
March 27, 2025
With the administration’s attempts to suppress borrowing costs, seasonal forces suggest another move lower for yields in the summer ahead.
Via
Talk Markets
Topics
Bonds
Financial Markets Report For Wednesday, March 26
March 26, 2025
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Wednesday, March 26.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
Financial Markets Report For Tuesday, March 25
March 25, 2025
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Tuesday, March 25.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
Solid 10Y Auction Enjoys First Stop-Through Of 2025
March 12, 2025
The bid to cover jumped from 2.479 last month to 2.588, the highest since December, and just above the six-auction average of 2.57.
Via
Talk Markets
Topics
Bonds
Financial Markets Report For Monday, March 24
March 25, 2025
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Monday, March 24.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
Inflation Is So Back In 2025
March 24, 2025
The S&P 500 closed the drop gap opening on March 10.
Via
Talk Markets
Topics
Bonds
Commodities
Economy
Weekly Market Pulse: A Risky Plan
March 24, 2025
Tariffs will likely precede any shift to a soft dollar policy that requires cooperation from trade partners for implementation
Via
Talk Markets
Topics
Commodities
Currencies/Forex
Stocks / Equities
Snapback Rally And Bouncing Dollar
March 23, 2025
if stocks wanted to tank, they would do so on stagflationary, record bad UoM consumer data or continued tariff news barrage – and that isn't happening,
Via
Talk Markets
Topics
Bonds
Stocks / Equities
World Trade
CoT: What Futures, Hedge Funds Positions Can Tell Us
March 23, 2025
For the second week in a row, the Nasdaq 100 traded in a sideways pattern. Last week, it fell 2.5% but recovered from a 5.2% decline at one time. This week, the tech-heavy index inched up 0.25 percent...
Via
Talk Markets
Topics
Bonds
Commodities
Currencies/Forex
Technical Market Report For March 22, 2025
March 22, 2025
Many economists consider the un-inverting of the yield curve a bad sign for the economy.
Via
Talk Markets
Topics
Bonds
Economy
Stocks / Equities
Financial Markets Report For Thursday, March 20
March 20, 2025
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Thursday, March 20.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
Financial Markets Report For Wednesday, March 19
March 19, 2025
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Wednesday, March 19.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
Weekly Market Pulse: A Discounting Mechanism
March 17, 2025
For the last 36 months, interest rates and the dollar have been remarkably stable, as has economic growth.
Via
Talk Markets
Topics
Bonds
Currencies/Forex
Stocks / Equities
CoT: Who's Buying What, And What It Means
March 16, 2025
Hedge funds' net longs in e-mini S&P500 futures were up 151.1% week over week. to an 18-week high.
Via
Talk Markets
Topics
Bonds
Commodities
Currencies/Forex
Stocks Continue To Melt, More Pain May Lie Ahead
March 13, 2025
The stock market continues to decline to mount, with little sign of letting up anytime soon.
Via
Talk Markets
Topics
Bonds
Currencies/Forex
Stocks / Equities
10-Year US Treasury Yield ‘Fair Value’ Estimate - Thursday, March 13
March 13, 2025
The market premium for the US 10-year Treasury yield ticked up in February to the highest spread since 2008.
Via
Talk Markets
Topics
Bonds
Long-Term Treasuries Rally On Revived Recession Forecast
March 10, 2025
The year started out on a solid footing for the economy, and the financial markets were pricing in expectations for sustained economic growth.
Via
Talk Markets
Topics
Bonds
ETFs
Economy
Weekly Market Pulse: Stop-N-Go…N-Stop
March 10, 2025
Uncertainty around economic policy is near all-time highs, with most of that focused on trade policy.
Via
Talk Markets
Topics
Bonds
Currencies/Forex
Stocks / Equities
Play Both Sides: 3 Bond ETFs to Balance Offense and Defense
March 10, 2025
The current volatility in stocks sets up a buying opportunity in bonds; here are three bond ETFs that capitalize on the potential for higher bond prices
Via
MarketBeat
Topics
Bonds
ETFs
Short-Term Selling Will Become Exhausted
March 09, 2025
Regarding the short-term cycle, the PMO index of stocks showing price momentum has been at the bottom of its range for several days.
Via
Talk Markets
Topics
ETFs
Stocks / Equities
CoT: Peek Into Future Thru Futures, Hedge Fund Positioning
March 09, 2025
Non-commercials just switched to net long e-mini S&P 500 futures after remaining net short for 14 weeks in a row. They are likely to do well on this switch – at least near term.
Via
Talk Markets
Topics
Bonds
Currencies/Forex
Stocks
Financial Markets Report For Friday, March 7
March 07, 2025
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Friday, March 7.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
Stagflation Risks Worsening In Europe And The United States
March 07, 2025
Another intense week on the economic and geopolitical fronts.
Via
Talk Markets
Topics
Bonds
Commodities
Currencies/Forex
Financial Markets Report For Thursday, March 6
March 06, 2025
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Thursday, March 6.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
The Stocks Fall Sharply Ahead Of The February Job Report
March 06, 2025
Considering that nearly all of the delta on the S&P 500 is negative, a significant amount of put value will be lost tomorrow. The decay in premiums will likely force market makers to buy back S&P 500...
Via
Talk Markets
Topics
Bonds
Currencies/Forex
Stocks
The Bears Are Set To Clean Up In This Sector
March 06, 2025
We’ve seen interest rates come down a bit over the last few weeks
Via
Talk Markets
Topics
ETFs
Stocks / Equities
Financial Markets Report For Wednesday, March 5
March 05, 2025
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Wednesday, March 5.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
Stocks Rise Despite Explosive Surge In German Bund Yields
March 05, 2025
Stocks finished the day higher, rising about 1.1%. It didn’t take much—just word that President Trump would delay auto tariffs by a month.
Via
Talk Markets
Topics
Bonds
Commodities
Government
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