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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
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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
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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Event Schedule
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Event Schedule
Market Value Securities (MVS sm) Presentation
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Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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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
Market Talk - Thursday, March 6
↗
March 06, 2025
The oil markets had a mixed day today
Via
Talk Markets
European Bond Rout Continues Ahead Of ECB Meeting
↗
March 06, 2025
Today's highlight is the ECB meeting, which is expected to result in another quarter-point cut to 2.50%.
Via
Talk Markets
Topics
Currencies/Forex
Daily Market Outlook - Thursday, March 6
↗
March 06, 2025
Asian markets posted gains on Thursday as investor sentiment remained buoyant, fueled by optimism over potential improvements in trade relations.
Via
Talk Markets
Topics
Cryptocurrencies
Currencies/Forex
Stocks / Equities
Market Talk - Wednesday, March 5
↗
March 05, 2025
The major Asian stock markets had a mixed day today.
Via
Talk Markets
Two Trades Yo Watch: DAX, USD/JPY Forecast - Tuesday, Feb. 4
↗
March 04, 2025
Via
Talk Markets
Topics
Currencies/Forex
Stocks / Equities
USD/JPY Refreshes Almost Five-Month Low Near 148.40 As Fed Dovish Bets Swell
↗
March 04, 2025
Via
Talk Markets
Topics
Currencies/Forex
Economy
Elliott Wave Technical Analysis: British Pound/Japanese Yen - Tuesday, Feb. 4
↗
March 04, 2025
Via
Talk Markets
Topics
Currencies/Forex
Daily Market Outlook - Friday, Feb. 28
↗
February 28, 2025
Via
Talk Markets
Topics
Cryptocurrencies
Currencies/Forex
Stocks / Equities
Dollar Slumps While European Rates Surge
↗
March 05, 2025
Talk emerged yesterday that the dramatic losses in US equities amid recession fears in light of the rash of tariff announcements and threats would draw the new administration's attention.
Via
Talk Markets
Topics
Currencies/Forex
Economy
World Trade
Daily Market Outlook - Wednesday, March 5
↗
March 05, 2025
The U.S. dollar hovered near a three-month low against major currencies on Wednesday, weighed down by the latest round of U.S. tariffs and retaliatory measures from Canada and China.
Via
Talk Markets
Topics
Cryptocurrencies
Currencies/Forex
Stocks / Equities
USD/JPY Price Analysis: Tests Resistance At 149.50 Near Nine-Day EMA
↗
March 05, 2025
USD/JPY could aim for initial support at the five-month low of 148.10. The pair continues to decline within a descending channel, reinforcing a confirmed bearish bias.
Via
Talk Markets
Topics
Currencies/Forex
As U.S. Exceptionalism Crumbles, Germany Shatters Its Fiscal Ceiling
↗
March 04, 2025
I hope everyone can appreciate the irony here—‘America First’ might just be giving Europe its biggest boost in decades.
Via
Talk Markets
Topics
Currencies/Forex
Stocks / Equities
Market Talk - Tuesday, March 4
↗
March 04, 2025
The major European stock markets had a negative day today.
Via
Talk Markets
Daily Market Outlook: Tuesday, Feb. 4
↗
March 04, 2025
Global markets experienced volatility as President Donald Trump’s tariffs on Canada, Mexico, and China took effect.
Via
Talk Markets
Topics
Cryptocurrencies
Currencies/Forex
Government
Dollar Mostly Softer As Tariffs Implemented
↗
March 04, 2025
The postponed US tariffs on Canada and Mexico have gone forward and China faces its second 10% tariff increase in two months.
Via
Talk Markets
Topics
Currencies/Forex
World Trade
Forex Today: Trump Imposes Tariffs on Mexico & Canada, Stocks Fall Sharply
↗
March 04, 2025
President Trump announces 25% tariffs will be imposed from today on imports from Canada and Mexico, sending stock markets and many commodities sharply lower.
Via
Talk Markets
Topics
Currencies/Forex
Government
Stocks / Equities
FX Daily: Dollar Trapped Between Tariffs And First Quarter Slowdown
↗
March 04, 2025
Today marks a further large step into Donald Trump's America First Agenda. Substantial tariffs are being imposed on Canada and Mexico.
Via
Talk Markets
Topics
Currencies/Forex
Government
World Trade
Market Talk - Monday, March 3
↗
March 03, 2025
The major Asian stock markets had a mixed day today.
Via
Talk Markets
Daily Market Outlook - Monday, March 3
↗
March 03, 2025
Crypto markets surged after Donald Trump announced a proposed digital asset reserve featuring Bitcoin, Ether, XRP, Solana, and Cardano.
Via
Talk Markets
Topics
Cryptocurrencies
Currencies/Forex
Government
Asia And Europe Seem Less Keen About The Dollar Than North America
↗
March 03, 2025
The dollar rallied in the second half of last week even as interest rates fell amid a new growth scare. The 25% tariffs on Canada (10% on energy) and Mexico that were postponed a month ago, could be...
Via
Talk Markets
Topics
Currencies/Forex
World Trade
AUD/JPY Falls Toward 93.00 Due To Hawkish Sentiment Surrounding The BoJ’s Policy Outlook
↗
March 03, 2025
AUD/JPY declines as the Japanese Yen stays strong amid expectations of further interest rate hikes by the BoJ.
Via
Talk Markets
Topics
Currencies/Forex
Markets Kick Off The Week Facing A Geopolitical Double Whammy
↗
March 02, 2025
Via
Talk Markets
Pairs In Focus - Sunday, March 2
↗
March 02, 2025
The US dollar rallied during the course of the week as it turned around to break above the JPY150 level. The USD/JPY currency pair recently formed a bit of a double bottom on the chart, while the...
Via
Talk Markets
Topics
Currencies/Forex
ETFs
USDJPY Analysis & Price Prediction Forecast - Saturday, March 1
↗
March 01, 2025
If the price stays above this area of resistance it will continue to rise in value but if we do notwant to pay attention will the price manage to go down and then bounce back up?
Via
Talk Markets
Topics
Currencies/Forex
March 2025 Monthly
↗
March 01, 2025
If the past few weeks are anything to go by, the transition away from the US traditional approach to trade and defense are unsettling as transitions often are.
Via
Talk Markets
Topics
Currencies/Forex
The Weekender: Entering The Bear’s Den
↗
February 28, 2025
Equity markets took another hit this week as tariff tensions continue to rattle investor sentiment.
Via
Talk Markets
Topics
Commodities
Currencies/Forex
Stocks / Equities
Market Talk - Friday, Feb. 28
↗
February 28, 2025
The oil markets had a negative day today.
Via
Talk Markets
EUR/JPY Price Forecast: Rallies To Near 157.00 As Yen Weakens Across The Board
↗
February 28, 2025
EUR/JPY surges to near 157.00 as soft Tokyo CPI data sends the Yen on the backfoot.
Via
Talk Markets
Topics
Currencies/Forex
Now What?
↗
February 28, 2025
There is a key divide in the market. One camp sees the US tariff threats as bluster and a negotiating tactic. The other camp, which I find myself in, thinks something more serious is happening.
Via
Talk Markets
Topics
Currencies/Forex
World Trade
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