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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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Quarterly Performance Reports
Market Value Securities (MVS)
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Sample Portfolio
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
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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
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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
Bond Fund Seminar
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Tuesday's Producer Inflation Report Could Stoke Market Volatility As Fed Path Remains Unclear
↗
January 13, 2025
Market volatility is primed to intensify this week as traders await December's Producer Price Index data on Tuesday.
Via
Benzinga
Topics
Economy
Wall Street Slashes Interest Rate Cut Bets After Jobs Data: Are Hikes Back On The Table?
↗
January 13, 2025
Wall Street analysts are rethinking their interest rate forecasts after December's strong jobs report shattered previous expectations.
Via
Benzinga
Global Macro Hedge Funds Dominated 2024: Strategies You Can Copy
January 13, 2025
The best hedge funds of 2024 all used the same strategy to beat the markets, and it's simpler than it looks for investors to copy it.
Via
MarketBeat
Topics
Artificial Intelligence
Bonds
ETFs
Why Warren Buffett Is Keeping 25% of Berkshire’s Assets in Cash
January 13, 2025
Warren Buffett holds the most cash value since 2004, and the implications behind his reasoning may act as a warning for the S&P 500.
Via
MarketBeat
Topics
Stocks
Duration Distress
↗
January 10, 2025
Related to duration or interest rate risk, one way we can assess bond market nervousness is through market expectations for long-dated U.S. Treasury volatility.
Via
Talk Markets
Topics
Bonds
Backtalk From The Bond Market
↗
January 10, 2025
Investors seeking
Via
Talk Markets
Topics
Bonds
Asia Markets Brace For A Turbulent Start On Monday
↗
January 12, 2025
If the tumultuous response in U.S. stocks, bonds, and the dollar to the red-hot U.S. employment report is any sign, Asia markets are set for a turbulent start on Monday.
Via
Talk Markets
Topics
Bonds
What Will It Take To Get The Bull Back On Track?
↗
January 12, 2025
Markets will always overshoot to the upside when investors get optimistic and then correct when bearish news rains on the enthusiasm.
Via
Talk Markets
Topics
ETFs
Stocks / Equities
A Hot CPI Report Threatens Further Bear Steepening Of The Yield Curve
↗
January 12, 2025
Forward rates suggest three-month Treasury yields could rise by 15-20 basis points in the next 12-18 months, implying a potential rate hike if economic data remains strong and inflation persists. The...
Via
Talk Markets
Topics
Bonds
Currencies/Forex
Economy
Goldman Sachs Unveils 3 Massive Opportunities for 2025 Investors
January 12, 2025
Goldman Sachs released its 2025 macro outlook report, and it suggests three main areas of the market that investors should focus on today.
Via
MarketBeat
Topics
Bonds
ETFs
Economy
‘The End Is Close’ For Markets, 25% Crash Next
↗
January 11, 2025
With 2025 seemingly off to a rocky start, we dive into why the markets have responded negatively after good news hit the wires.
Via
Talk Markets
Topics
Bonds
ETFs
Futures
The Downtrend Continues Unexpectedly
↗
January 11, 2025
The market's short-term downtrend continued despite my expectation that the market was ready to rally in the short-term. The jolts and jobs reports were better than expected, and, as a result, Treasury...
Via
Talk Markets
Topics
Bonds
ETFs
Stocks / Equities
Gold New All Time High In Foreign Currencies
↗
January 11, 2025
Gold and Silver had a strong week while the miners showed less strength. We see a bit more strength before metals and miners retreat from resistance again.
Via
Talk Markets
Topics
Bonds
Commodities
ETFs
Dollar Soars To 27-Month Highs, 30-Year Yields Hit 5%, Stocks Tumble As Jobs Report, Oil Spike Darken Fed's Interest Rate Cut Hopes
↗
January 10, 2025
Strong jobs report fuels Fed hawkishness, spurs market fears. Unemployment drops, wages rise, rates may not be cut until 2025. Dollar and yields jump.
Via
Benzinga
Topics
Economy
The Bonds Decline Is Accelerating As 2025 Begins
↗
January 10, 2025
The year 2025 is beginning with stagflation. In Europe, economic activity continues to slow down.
Via
Talk Markets
Topics
Bonds
Commodities
Economy
Debt Collapse Starting, Gold Boom On The Horizon
↗
January 09, 2025
A look at the S&P 500 priced against currency in circulation, the secular trend change in the bond market, and its implications and close with comments on Gold, Silver, and the yield curve.
Via
Talk Markets
Topics
Bonds
Commodities
Stocks
Dollar Hits 14-Month High, 30-Year Yields Near Critical Threshold As Trump Reportedly Mulls Economic Emergency Tariffs
↗
January 08, 2025
USD reaches 14-month high, 30-year yields near 5% as Trump considers emergency powers, tariffs, and inflation fears. Market volatility expected.
Via
Benzinga
Topics
Economy
Government
World Trade
Sentiment Extremes
↗
January 07, 2025
We appear to be at/near peak optimism about the US stock market and the US dollar, peak pessimism about the US T-Bond market, and peaks in the expected effects of Trump’s policies on US economic growth...
Via
Talk Markets
Topics
Bonds
Government
Stocks Sink As Bond Yields Soar, Nvidia Eyes Worst Day In 4 Months, Bitcoin Tumbles To $97,000: What's Driving Markets Tuesday?
↗
January 07, 2025
Tuesday began as a calm day on Wall Street, but markets swiftly turned negative after the Institute for Supply Management released data highlighting an unexpected surge in price pressures within the...
Via
Benzinga
US Services Sector Growth Tops Forecasts, But 'Tariff Concerns,' Price Pressures Cast A Shadow
↗
January 07, 2025
US services sector shows resilience but tariff concerns and rising prices are casting shadows over the optimistic economic picture.
Via
Benzinga
Topics
World Trade
Janet Yellen's Short-Term Debt Strategy Sparks Warnings For Trump Administration: 'Your Costs Explode And Buyers Could Balk,' Says Expert
↗
January 06, 2025
U.S. Treasury Secretary Janet Yellen's strategy of relying heavily on short-term debt financing could create significant market turbulence as President-elect Donald Trump prepares to take office,...
Via
Benzinga
Topics
Government
Strong US Data Could Propel 10-Year And 30-Year Rates Towards 5% This Week
↗
January 05, 2025
It’s going to be a big week for US economic data, which could push long-term rates towards 5%, especially if the data comes in stronger than expected. If the data broadly aligns with expectations, it...
Via
Talk Markets
Topics
Bonds
Stocks / Equities
The Fed's Rate Cutting Cycle Could Be Over After This Week's Data
↗
January 04, 2025
This week is set to be pivotal for the financial markets as critical economic data rolls in, shaping expectations for the Fed’s future policy path.
Via
Talk Markets
Topics
Bonds
ETFs
Economy
A Downtrend Despite Friday's Surprising Strength
↗
January 04, 2025
The short-term downtrend looks set to continue, at least according to the market indicators that I follow. Still, you would never know that it is a downtrend after experiencing the market strength...
Via
Talk Markets
Topics
Bonds
ETFs
Stocks / Equities
Benzinga Bulls And Bears: Tesla, Netflix, MicroStrategy — And Shiba Inu Strives To Outpace Dogecoin In Crypto
↗
January 04, 2025
Benzinga examined the prospects for many investors’ favorite stocks over the last week — here’s a look at some of our top stories. The Nasdaq and S&P 500 ended a five-day losing streak on Friday, but...
Via
Benzinga
Topics
Stocks
Yields Heating Up
↗
January 03, 2025
Not that many weeks ago, it looked like interest rates might be easing back in a meaningful way. However, the prospect of renewed inflation seems to be nullifying that prospect.
Via
Talk Markets
Topics
Bonds
ETFs
Economy
Goodbye Santa Rally, Tesla Falters On Deliveries, Investors Flee Bonds Ahead Of Trump's Second Term: This Week In The Market
↗
January 03, 2025
Investors brace for uncertainty as U.S. stock market logs five straight losing sessions, while bond yields and Tesla's performance raise concerns.
Via
Benzinga
Topics
Bonds
Government
US Manufacturing Activity Tops Expectations In December, Rises To 9-Month Highs
↗
January 03, 2025
U.S. manufacturing sector shows signs of improvement in December. PMI rises to 49.3%, strongest since April 2024. Dollar rebounds on positive data.
Via
Benzinga
Investors Dump Long-Dated Treasury ETF At Record Pace Ahead Of Trump's White House Return
↗
January 02, 2025
Investors flee bond market, dumping record amounts of popular Treasury ETF as rising yields and fiscal uncertainty overshadow Trump's return to White House.
Via
Benzinga
Topics
Bonds
ETFs
Government
Why These 3 Stocks Are Set to Gain From a Bond Market Shift
January 02, 2025
The new path for the United States economy will be made more explicit by how bonds are performing currently. Wall Street analysts and institutions agree
Via
MarketBeat
Topics
Bonds
ETFs
Economy
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