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home
about us
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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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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
Sample Portfolio
Back Dated Performance Reports
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Event Schedule
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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
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Vanguard Total Bond Market ETF
(NQ:
BND
)
74.30
+0.03 (+0.05%)
Streaming Delayed Price
Updated: 2:34 PM EST, Jan 30, 2026
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Global Markets Rally, Posting First Weekly Gain In A Month
↗
August 28, 2023
After three straight weekly declines, the Global Market Index rebounded for the trading week through Friday, Aug. 25. This unmanaged benchmark holds all the major asset classes in market-value weights...
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Global Markets Stay On Defensive As Rates And China Risks Lurk
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August 21, 2023
Investors are struggling to decide if the latest decline is noise or marks the end of the rally in risk assets that started in late-2022 and, for now, peaked last month.
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7 Best Bear Market ETFs to Battle a Market Decline
August 17, 2023
While there’s no guaranteed hedge against a bear market, you can learn more about various options available to you, including bear market ETFs. Learn more.
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Foreign Bonds Lead US Fixed Income So Far In 2023
↗
August 10, 2023
The global rise in interest rates may be peaking, a view that’s helped lift most corners of foreign bond markets year to date, based on a set of ETFs.
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Topics
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Markets Continue To Signal A Risk-On Bias Prevails
↗
August 09, 2023
The recent rally in risk assets has confounded some analysts, but right or wrong the revival in animal spirits still has momentum, based on several proxies of market behavior via ETF pairs through...
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Talk Markets
July Performance Review Of Major Asset Classes
↗
August 01, 2023
Most of the major asset classes continued to rally in July, led by a surge in commodities, based on a set of ETFs. US bonds, by contrast, remained the outlier, posting a third straight monthly loss.
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SPDR ETF Report - Thursday, July 27
↗
July 28, 2023
A review of the day's trading in various SPDR-ETF markets for the trading day.
Via
Talk Markets
SPDR ETF Report - Wednesday, July 26
↗
July 26, 2023
A review of the day's trading in various SPDR-ETF markets for the trading day.
Via
Talk Markets
SPDR ETF Report - Tomorrow is Fed Monetary Policy Announcement Day
↗
July 25, 2023
A review of the day's trading in various SPDR-ETF markets for the trading day.
Via
Talk Markets
Desperately Seeking Yield - Thursday, July 20
↗
July 20, 2023
Are we at or near peak yields for risk assets? The possibility is looking more likely these days.
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SPDR ETF Report - Wednesday, July 19
↗
July 19, 2023
A review of the day's trading in various SPDR-ETF markets for the trading day.
Via
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Risk-On Signals Strengthen In Several Market Trend Profiles
↗
July 18, 2023
One of Wall Street’s famous maxims is that bull markets climb a wall of worry. On that score there’s no shortage of real and potential hazards lurking.
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SPDR ETF Report - Monday, July 17
↗
July 17, 2023
A review of the day's trading in various SPDR-ETF markets for the trading day.
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SPDR ETF Report: Friday Could be a Day Where Profit Taking Out of Nowhere Shows Up
↗
July 13, 2023
A review of the day's trading in various SPDR-ETF markets for the trading day.
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SPDR ETF Report: Bank Earnings On Friday With Thursday's PPI Will Set Tone
↗
July 12, 2023
A review of the day's trading in various SPDR-ETF markets for the trading day.
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US Stocks Continue To Lead Major Asset Classes In 2023
↗
July 10, 2023
American shares eased last week, but the US stock market remains the clear leader for the major asset classes this year, based on a set of proxy ETFs.
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Total Return Forecasts: Major Asset Classes
↗
July 08, 2023
The long-run performance for the Global Market Index rose to a 6.3% annualized pace in June.
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Midyear ETF Market Outlook & Investing Strategies
↗
July 07, 2023
Inflation is expected to remain sticky, forcing the Fed to keep rates higher for longer. In this environment, investors may want to be nimble with their asset allocation based on incoming macroeconomic...
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SPDR ETF Report: Tomorrow Morning Is All About The Jobs Report
↗
July 06, 2023
A review of the day's trading in various SPDR-ETF markets for the trading day.
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SPDR ETF Report: US JOLTs Opening & Labor Turnover Summary Is Key Report Tomorrow
↗
July 05, 2023
A review of the day's trading in various SPDR-ETF markets for the trading day.
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Tuesday Talk: A Glorious First Half And A Glorious Fourth
↗
July 04, 2023
As we begin the second half of the year the stock market is up, which is not a given based on all that has transpired, thus far.
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Major Asset Classes Performance Review - June 2023
↗
July 03, 2023
Global markets rebounded in June after widespread losses in May, based on a set of proxy ETFs.
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SPDR ETF Report: University of Mich. Final June Consumer Sentiment Index Friday Morning
↗
June 29, 2023
A review of the day's trading in various SPDR-ETF markets for the trading day.
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SPDR ETF Report: Jobless Claims Data Will Be Studied Carefully
↗
June 28, 2023
A review of the day's trading in various SPDR-ETF markets for the trading day.
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SPDR ETF Report: Bank Stress Test Results Tomorrow
↗
June 27, 2023
A review of the day's trading in various SPDR-ETF markets for the trading day.
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Key Market Price Ratios Still Suggest Risk-On Bias Persists
↗
June 27, 2023
Looking at the stock market’s momentum bias via a pair of ETFs suggests that the bulls are still driving the trend.
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SPDR ETF Report For Monday, June 26
↗
June 26, 2023
A review of the day's trading in various SPDR-ETF markets for the trading day.
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SPDR ETF Report: Powell Speaks Before Congress And Mortgage Numbers Out
↗
June 20, 2023
A review of the day's trading in various SPDR-ETF markets for the trading day.
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SPDR ETF Report: Triple Witching On Friday
↗
June 15, 2023
A review of the day's trading in various SPDR-ETF markets for the trading day.
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Risk Assets Rallied Last Week As US Bonds Eased
↗
June 12, 2023
Buyers pushed up prices for most of the major asset classes last week. US bonds were the downside outliers, based on a set of ETFs.
Via
Talk Markets
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