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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
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Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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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
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Event Schedule
Total Asset Fund (TAF sm) Presentation
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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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Vanguard Total Bond Market ETF
(NQ:
BND
)
74.58
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Updated: 4:15 PM EDT, Oct 31, 2025
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SPDR ETF Report For Wednesday, January 3
January 04, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day just ended, Wednesday, January 3.
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Total Return Forecasts: Major Asset Classes
January 03, 2024
The long-term return forecast for the Global Market Index ticked lower in December, easing to an expected 6.7% annualized total return.
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Major Asset Classes December 2023 Performance Review
January 02, 2024
Real estate securities rebounded sharply in December, leading the broad-based gains for the major asset classes in the final month of 2023, based on a set of ETFs.
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Investor Optimism Tested: Navigating 2024 Bond Market's Uncertain Terrain
December 30, 2023
As 2023 concludes, the bond market has witnessed a remarkable rally, bolstered by the strength of the U.S. economy and a reduction in inflationary pressures.
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BWG: International Exposure Could Be Nice To Reduce Fed Risk
December 29, 2023
BWG is a bond fund that can be helpful for investors seeking to reduce their American exposure.
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Is The Bond Market Set To Roar In 2024?
December 26, 2023
The US bond market has had a rough ride for much of the past two years, but the powerful rally over the last two months suggests the worst is over.
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Total Bond Market ETF Tops $100B In AUM
December 09, 2023
The Vanguard Total Bond Market ETF (BND) , a prominent bond exchange-traded fund, has reached a milestone by surpassing $100 billion in assets.
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Major Asset Classes: November 2023 Performance Review
December 01, 2023
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60/40 Portfolio Bounces Back From 2022 Slump: Is It The Right Investment Strategy For 2024?
December 28, 2023
The traditional 60/40 investment portfolio recorded 13% growth in 2023, its third-best year since 2008. Investors ponder if favorable conditions in H2 of 2023 will continue in 2024.
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US ETFs Surpass $8 Trillion In Assets: Top 10 Funds Holding Over $100B Each
December 19, 2023
US ETFs surpass $8 trillion AUM, US stock & bond markets rally & investors pour in fresh capital, setting record highs & strong growth for 2023.
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Topics
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ETFs
3 Vanguard ETFs Investors Couldn't Get Enough of in 2023 and the 1 I'd Buy for 2024
December 17, 2023
Investors added $155 billion to Vanguard ETFs in 2023, and these three funds were some of the biggest beneficiaries.
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The Motley Fool
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3 Vanguard ETFs That Can Serve as a Complete Portfolio
December 14, 2023
These three Vanguard funds are an easy way to grow your money over time.
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Before You Buy a Target Date Fund, Consider This Simple 3-Fund Strategy First
December 14, 2023
Target date funds are great, but you can do even better without them.
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4 Vanguard ETFs That Could Help You Retire a Millionaire
December 13, 2023
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Investors Are Piling Into This Vanguard ETF. Here's Why It's Not Too Late to Join Them
December 09, 2023
The outlook for this market index hasn't been this strong in decades.
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Investors Pour Billions To Aggressive Bond ETFs, Banking On Multiple Fed Rate Cuts in 2024
December 05, 2023
Investors are looking to riskier bond ETFs in anticipation of a U-turn in Fed's monetary policy.
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Ready For Recession? Fund Managers Advocate Shift To Treasury, Mortgage Bonds
November 21, 2023
Investors have accumulated record amounts of cash & equivalents to hedge against volatility, but fund managers are urging investors to put money to work in bond markets.
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Is It Safe to Invest Today? Here's a Better Question to Ask.
November 12, 2023
There's never a good time to invest, so a better question is whether you can afford not investing.
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November 09, 2023
Markets are churning as various threats raise questions about the path ahead, but for the moment it’s still not obvious that investors are throwing in the towel on risk assets.
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SPDR ETF Report For Tuesday, November 7
November 08, 2023
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day just ended, Tuesday, November 7
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Major Asset Classes Performance Review
November 01, 2023
October was another rough for global markets. With the exception of cash, all the major asset classes fell last month.
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Year-To-Date Returns For Major Asset Classes Continue To Fade
October 30, 2023
A mixed run for markets last week offered a partial reprieve, but the trend profile still skews negative overall, based on a broad measure of the major asset classes via a set of ETFs.
Via
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SPDR ETF Report For Tuesday, October 3
October 04, 2023
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day just ended, Tuesday, October 3.
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Topics
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Total Return Forecasts: Major Asset Classes
October 03, 2023
The expected return for the Global Market Index continued to edge higher in September from the previous month.
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SPDR ETF Report For Monday, October 2
October 03, 2023
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day just ended, Monday, October 2.
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SPDR ETF Report For Thursday, September 28
September 29, 2023
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day just ended, Thursday, September 28
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Topics
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SPDR ETF Report For Wednesday, September 27
September 28, 2023
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day just ended, Wednesday, September 27.
Via
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Topics
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Risk-Off Odds Rising As Markets Retreat And Bond Yields Rise
September 27, 2023
The downturn in the ratio for aggressive vs. conservative asset allocation ETFs is still modest and has yet to signal a downside regime change.
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5 ETFs That Gained Investors' Love Last Week
September 27, 2023
5 ETFs that dominated the top creation list last week.
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SPDR ETF Report: Hopeful Senate Bill To Avert Shutdown Gains Momentum
September 27, 2023
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day just ended, Tuesday, September 26.
Via
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Topics
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