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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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Sample Portfolio
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Quarterly Performance Reports
Market Value Securities (MVS)
MVS 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
Quarterly Performance Reports
EVENTS
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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
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
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Treasuries
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Updated: 4:15 PM EST, Jan 5, 2026
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The Fiscal Freeze Is Coming
↗
February 14, 2025
Via
Talk Markets
Topics
Bonds
Inflation Is Back - Here’s How To Play It
↗
February 13, 2025
The market reaction was fairly muted, but the data’s there to see. According to CPI and PPI, inflation’s heating back up.
Via
Talk Markets
Topics
Commodities
Economy
Futures
Will Falling Bond Yields Send These 2 Small Caps Soaring?
February 13, 2025
Recent trade tariff volatility has caused the small cap stocks index to hold stronger than the broader S&P 500 index in recent weeks, meaning more strength.
Via
MarketBeat
Topics
Bonds
ETFs
Economy
Some Inflation & Fed Risk
↗
February 12, 2025
CPI jumped today. I've been saying inflation is still in the system. The Fed's 100 basis points of cuts was, I believe, a mistake and too early.
Via
Talk Markets
Topics
Economy
Stocks Trim Losses After Hot Inflation, Bonds Remain Pressured, Tesla Rebounds: What's Driving Markets Wednesday?
↗
February 12, 2025
A hotter-than-expected inflation report initially rattled markets on Wednesday morning, but investors found confidence to buy the dip, helping major indexes recover most losses by midday trading in New...
Via
Benzinga
Topics
Economy
Inflation Spike Sparks Dollar Rally: Yields Jump, Bitcoin And Stocks Slide As Interest Rate Cut Doubts Grow
↗
February 12, 2025
A hotter-than-expected January inflation report triggered sharp market reactions in early trading Wednesday, as investors dialed back their expectations for Federal Reserve rate cuts.
Via
Benzinga
Topics
Economy
Banking Stocks Lead the Week: Stronger Economy on the Horizon?
February 11, 2025
Recent price action in banking stocks led investors to a couple of conclusions about the United States economy and where the opportunity might be.
Via
MarketBeat
Topics
ETFs
Economy
3 Undervalued Stocks You Don’t Want to Overlook
February 11, 2025
As trade tariffs boost market volatility, investors might want to start considering a few of these discounted stocks that shouldn't be this low.
Via
MarketBeat
Topics
Artificial Intelligence
Bonds
ETFs
CPI Report Threatens To Destabilize Rates
↗
February 09, 2025
This will be a hectic week. Earnings season is winding down, of course, but we have lots of economic data, starting on Wednesday with the core CPI, which is expected to rise by 0.3% month-over-month...
Via
Talk Markets
Topics
Bonds
ETFs
Long-Term Treasuries Devastation
↗
February 07, 2025
20+ year Treasury Bonds fall over a quarter of value in last three years.
Via
Talk Markets
Topics
Bonds
CoT: Peek Into Future Through Futures, How Hedge Funds Are Positioned - Feb. 9
↗
February 09, 2025
Futures traders now have their money on one 25-basis-point cut this year, down from two just a couple of weeks ago. Literally no one expects a raise this year.
Via
Talk Markets
Topics
Bonds
Commodities
Currencies/Forex
Inflation May Be About To Heat Up
↗
February 08, 2025
Things are about to get interesting in the market. This week's CPI report could cause a big breakout in inflation expectations and rates.
Via
Talk Markets
Topics
Bonds
ETFs
Economy
S&P 500 Earnings Breakdown: Valuation Remains Unfavorable
↗
February 08, 2025
The S&P 500 earnings yield is now slightly below the yield on fixed income. With the added volatility of stocks relative to bonds, this leaves fixed income as more attractive from a valuation basis at...
Via
Talk Markets
Topics
Bonds
Stocks
Stocks / Equities
Homebuilders Again
↗
February 07, 2025
My biggest short position, XHB, is behaving itself beautifully. I think there’s vastly more potential to go.
Via
Talk Markets
Topics
Bonds
ETFs
Consumer Sentiment Sinks In February: Economist Flags 'Unusually Large' Rise In Inflation Perception
↗
February 07, 2025
US consumer confidence dips in Feb due to inflation worries, posing challenges for Fed's rate outlook. Stocks drop, yields surge, gold hits record.
Via
Benzinga
Topics
Economy
Wall Street Drops On Tariffs Threat, Dollar Rises, Uber Rockets On Ackman's Tweet: What's Driving Markets Friday?
↗
February 07, 2025
Wall Street slumped into negative territory late in the week as renewed fears over inflation and trade tariffs eroded risk appetite.
Via
Benzinga
Topics
Economy
World Trade
Trump Focused On 10-Year Yield And Not On The Fed, Slower AI Growth Fears Weigh On Arm Stock
↗
February 06, 2025
To gain an edge, this is what you need to know today.
Via
Benzinga
Topics
Artificial Intelligence
Economy
Government
Market Movers: $ASTS Surges Again, $PBI Gears Up For Earnings!
↗
February 06, 2025
Pre-Market Briefing: Feb 6 – Top trade setups using our 4-pillar strategy! $ASTS leads the way, $PBI gears up for earnings, and $PTON & $APPS ride post-earnings momentum.
Via
Talk Markets
Topics
Stocks / Equities
Powering Profits: Utility Stocks That Shine in Volatility
February 06, 2025
After a volatile week in the stock market, it has become clear to investors that utility stocks and bonds are what's considered safe in the near term.
Via
MarketBeat
Topics
Bonds
ETFs
Government
3 Must-Have ETFs Set to Dominate This Quarter
February 05, 2025
There are three areas in the market that could clearly command a rotation in the coming quarter, backed by economic tailwinds and themes.
Via
MarketBeat
Topics
Bonds
ETFs
Economy
US Services Growth Slows In January As Tariff Concerns Mount
↗
February 05, 2025
The U.S. services sector continued to grow in January 2025, though at a slower pace than expected, highlighting uncertainty as businesses brace for potential tariff impacts.
Via
Benzinga
Topics
World Trade
Stocks Rebound, Google Eyes Worst Drop In A Year, Gold Shatters Fresh Records: What's Driving Markets Wednesday?
↗
February 05, 2025
Wall Street rose on Wednesday, with all major equity indices advancing as investors assessed the latest batch of corporate earnings and drew optimism from positive labor market data.
Via
Benzinga
Treasury ETFs In Focus As Trump's Tariffs, Fed's Rate Decision Shake Bond Markets
↗
February 04, 2025
3 Treasury ETFs to watch: iShares 20+ Year Treasury Bond ETF, Vanguard Long-Term Treasury ETF and SPDR Portfolio Long-Term Treasury ETF.
Via
Benzinga
Topics
ETFs
Economy
Government
Trump's Tariffs Shake Markets: ETFs To Watch
↗
February 03, 2025
The global sell-off will result in huge demand for inverse or inverse-leveraged ETFs as these fetch outsized returns on bearish sentiments in a short span.
Via
Talk Markets
Topics
ETFs
Government
US Manufacturing Confidence Tops Forecasts, Yet Price Pressures Intensify, 'Could Become A Concern,' Economist Says
↗
February 03, 2025
US manufacturing sector unexpectedly expands in Jan, boosting business confidence but raising inflation risk due to higher input costs.
Via
Benzinga
Topics
Economy
A Fed Calm Before A Market Storm?
↗
February 02, 2025
The Fed paused rates in a bond market calm that may be the still waters ahead of a market storm.
Via
Talk Markets
Topics
Bonds
Currencies/Forex
Economy
Trade Wars: The Return Of The Tariff Man
↗
February 02, 2025
The 'Tariff Man' is back. I guess, at this point, those on social media who thought that tariffs were negotiating tactics and that Trump was just bluffing weren’t around during Trump 1.0. This version...
Via
Talk Markets
Topics
Currencies/Forex
ETFs
Government
Big Market Movement In A Wild Week
↗
February 02, 2025
What a week. Monday started with a huge gap down, followed by a big fill-the-gap rally on Tuesday, and then the week ended with an extremely negative reversal based on political news.
Via
Talk Markets
Topics
Bonds
ETFs
Stocks / Equities
How will US tariffs affect the TLT and VGLT ETFs?
↗
February 02, 2025
The iShares 20+ Year Treasury Bond (TLT) and the Vanguard Long-Term Treasury ETF (VGLT) ETFs will be in the spotlight after Trump's new tariffs announcement.
Via
Talk Markets
Topics
ETFs
Government
World Trade
CoT - Futures Positions Of Noncommercials, More
↗
February 02, 2025
It is a wait and watch for the central bankers as well as the markets. If anything, the risk going forward is renewed strength in inflation.
Via
Talk Markets
Topics
Bonds
Commodities
Currencies/Forex
< Previous
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