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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
Services, Fees and Compensation
Client Information
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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
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
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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
Top 3 Reasons to Invest in This Bond ETF for Stability and Growth
December 25, 2024
The shifting market activity in the past few weeks has created a potential buy scenario in the bond market, which investors can play through this ETF.
Via
MarketBeat
Topics
Bonds
ETFs
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“The Crown” Stock Market (And Sentiment Results)
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December 24, 2024
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Earnings
A Wedgie For The Ages
↗
December 23, 2024
In this article, we look at the SPY/TLT ratio chart using which you can imagine what this portends for 2025.
Via
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Topics
Bonds
ETFs
100k Bitcoin
↗
December 06, 2024
The rally in Bitcoin is getting overbought and could likely be in for a consolidation or decline soon.
Via
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Topics
Bonds
Cryptocurrencies
ETFs
Super Bullish Sentiment
↗
December 23, 2024
The McClellan indicators, show that the oscillator is oversold, giving a short-term buy signal, while the summation index has broken to a new low for the year.
Via
Talk Markets
Topics
Commodities
Currencies/Forex
Stocks / Equities
Wall Street Rallies On Soft Inflation Data, Bonds Rebound, Travel Stocks Surge: What's Driving Markets Friday?
↗
December 20, 2024
Risk sentiment returned to Wall Street on Friday, revitalized by softer-than-expected November inflation data leading to a strong market rebound following the selloff triggered by the Federal Reserve’s...
Via
Benzinga
Topics
Economy
Market Volatility Halts On Soft Inflation Data, Yet Traders Remain Wary Of Fighting The Fed: 10 ETFs Moving Friday
↗
December 20, 2024
Markets breathe sigh of relief as Fed's preferred inflation gauge falls below expectations, tempering concerns after hawkish pivot. Stocks see modest gains.
Via
Benzinga
Topics
ETFs
Economy
Jerome Powell: “I Think It’s Pretty Clear We’ve Avoided A Recession”
↗
December 20, 2024
As per Powell not only have we avoided a recession, but it’s “pretty clear“.
Via
Talk Markets
Topics
Bonds
Commodities
Economy
Spot Market Trends With These 3 Must-Watch ETFs
December 20, 2024
There are major divergences and convergences in different ETFs today, which investors need to consider for their portfolios.
Via
MarketBeat
Topics
Bonds
ETFs
Economy
US Stocks Edge Up, Micron Suffers Worst Day Since March 2020, Bond Yields Surge: What's Driving Thursday's Markets?
↗
December 19, 2024
The day after a volatile Federal Reserve meeting, Wall Street grappled with the stark reality of Fed Chair Jerome Powell‘s cautious tone on cutting interest rates in 2024.
Via
Benzinga
Topics
Economy
Trump Would 'Lead The Charge' To Scrap Debt Ceiling: 30-Year Treasury Bonds Slide To 2024 Lows, Stocks Cut Gains
↗
December 19, 2024
Trump advocates for removal of US debt ceiling, causing bond market shock and tempering Wall Street gains. Uncertain how Congress will react.
Via
Benzinga
Topics
Bonds
Government
The Santa Claus Rally Under Attack
↗
December 15, 2024
Last week, the stock market’s annual 'Santa Claus Rally' came under attack by the bond bears. The powers behind the stock market are fighting back, but the situation looks tenuous. Let’s look at the...
Via
Talk Markets
Topics
Bonds
ETFs
Stocks / Equities
CoT And The Future Thru Futures: What We're Gleaning From The Latest Report
↗
December 15, 2024
Daily Bollinger bands are tightening. This tends to precede a sharp move – either up or down. This was the first up week in four; with that as a background, if a sharp move is coming, odds favor it...
Via
Talk Markets
Topics
Bonds
Commodities
Currencies/Forex
An Important Top Could Be Approaching
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December 14, 2024
Many stock indices now seem to have the potential to form some nice tops. In this video, I discuss how we could be approaching an important top.
Via
Talk Markets
Topics
ETFs
Stocks / Equities
TLTW: A High-Yield, Covered Call ETF With "Safe Haven" Appeal
↗
December 14, 2024
Several of the single-stock, covered call ETFs launched this year have become household names, but broader strategies have also garnered interest. Among the more interesting launches is the iShares 20+...
Via
Talk Markets
Topics
Bonds
ETFs
Time To Buy In A Short-Term Downtrend?
↗
December 14, 2024
The market looks to be in the midst of a downtrend. Should we buy into the market as prices pull back during these brief downtrends? Is the underlying bull market healthy enough for us to buy more...
Via
Talk Markets
Topics
Bonds
ETFs
Stocks / Equities
Bond Investors To The Fed - "Not This Time"
↗
December 13, 2024
Interest rates are set in the bond market. Bond investors decide what returns they will accept. Their actions since mid-September are contradictory to the Fed's expressed policy intentions and are a...
Via
Talk Markets
Topics
Bonds
Economy
Wall Street Retreats As Treasuries Suffer Worst Week In Over A Year, Broadcom Soars, Bitcoin Rebounds: What's Driving Markets Friday?
↗
December 13, 2024
The U.S. stock market experienced subdued price action on Friday as investors adopted a cautious stance following disappointing inflation data earlier in the week and in anticipation of the Federal...
Via
Benzinga
Topics
Economy
Bonds Try To Weigh On A Market Trying To Look Past Stabilizing Inflation
↗
December 13, 2024
CPI met expectations, but a hot PPI sparked market jitters. Stocks rose, bonds fell, and the Fed faced tough rate-cut decisions. Rising producer prices drove TLT's breakdown while gold reversed,...
Via
Talk Markets
Topics
Bonds
Commodities
Currencies/Forex
Wall Street Gains, Tech Rallies, Tesla Hits All-Time Highs As Inflation Data Firms Up Fed's Next Interest Rate Cut
↗
December 11, 2024
November inflation data met Wall Street expectations. Are traders confident in a Federal Reserve interest rate cut next week?
Via
Benzinga
Topics
Economy
Time to Take Bitcoin Profits as $100K Milestone Nears?
December 11, 2024
Most investors are still deciding whether to stay in Bitcoin or reduce their profits from the last bull run to new all-time highs.
Via
MarketBeat
Topics
Artificial Intelligence
Bonds
ETFs
Portfolio Rebalancing And Valuations - Two Risks We Are Watching
↗
December 10, 2024
While analysts are currently very optimistic about the market, the combined risk of high valuations and the need to rebalance portfolios in the short term may pose an unanticipated threat.
Via
Talk Markets
Topics
ETFs
2025 – Do Economic Indicators Support Bullish Outlooks?
↗
December 08, 2024
With markets rising steadily all year, it is unsurprising to witness investors lulled into an elevated sense of complacency.
Via
Talk Markets
Topics
Cryptocurrencies
ETFs
Economy
The Future Thru Futures: What We're Gleaning From The Latest CoT Report
↗
December 08, 2024
This time around, with seasonal tailwind at their back, tech bulls deserve the benefit of the doubt so long as the index remains above 20500s.
Via
Talk Markets
Topics
Bonds
Commodities
Currencies/Forex
Masters In Trading - Saturday, Dec. 7
↗
December 07, 2024
In this video, I review the recent non-farm payroll numbers and discuss what the data means for the market.
Via
Talk Markets
Topics
Bonds
ETFs
Futures
Consumer Sentiment Hits 7-Month High, But Inflation Fears Divide Democrats, Republicans
↗
December 06, 2024
December consumer sentiment index rose to 7-month high due to improved economic conditions & growing concerns over inflation, leading to increased purchases.
Via
Benzinga
Topics
Economy
SPY-TLT Spread Deviation Puts These S&P 500 Stocks in Focus
December 05, 2024
There is a dislocation between the S&P 500 and the bond market today, one that might be corrected by the bigger banks and funds.
Via
MarketBeat
Topics
Bonds
ETFs
Stocks
Long Bonds TLT: Agony And Ecstasy
↗
December 04, 2024
TLTs cleared the 50 and 200 daily moving averages. This is interesting as the 2 MAs also had a death cross.
Via
Talk Markets
Topics
Bonds
ETFs
Long-Term Treasury ETFs Hit Death Cross As Yields Rise, Bonds Tumble
↗
December 04, 2024
Long-term Treasury ETFs hit rough patch as interest rates reverse course, signaling a Death Cross. Three major bond ETFs see bearish signals and potential for further declines.
Via
Benzinga
Topics
Bonds
ETFs
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