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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
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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
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Back Dated Performance Reports
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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
Sample Portfolio
Back Dated Performance Reports
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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
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Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
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SPDR ETF Report For Wednesday, March 26
↗
March 27, 2025
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Wednesday, March 26.
Via
Talk Markets
Topics
ETFs
Stocks / Equities
Elliott Wave View: EURUSD Correcting In Zigzag Structure
↗
March 26, 2025
Short Term Elliott Wave view in EURUSD suggests rally from 2.3.2025 low is in progress as a 5 waves impulse. Up from there, wave 1 ended at 1.0528 and pullback in wave 2 ended at 1.036. Wave 3 higher...
Via
Talk Markets
Topics
Currencies/Forex
Financial Markets Report For Wednesday, March 26
↗
March 26, 2025
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Wednesday, March 26.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
EUR/USD Extends Declines As Tariff Threats Begin To Break Markets
↗
March 26, 2025
EUR/USD accelerated to the downside on Wednesday, shedding over one-quarter of one percent on Wednesday and skidding back below 1.0750 for the first time since the first week of March.
Via
Talk Markets
Topics
Currencies/Forex
Tariff Tantrum: Trump’s Auto Salvo Shatters Market Calm In A Risk-Off Rout
↗
March 26, 2025
Three days of relative market calm just got obliterated. With the tariff fog rolling in fast and thick, markets have flipped hard into risk-off mode, shattering the fragile rebound that had been taking...
Via
Talk Markets
Topics
Commodities
Currencies/Forex
Government
Market Talk - Wednesday, March 26
↗
March 26, 2025
The oil markets had a green day today.
Via
Talk Markets
EUR/USD Forecast: Traders Hesitate Before Next Round of Tariffs
↗
March 26, 2025
The US president has proposed tariffs on automobiles, chips, and pharmaceuticals.
Via
Talk Markets
Topics
Currencies/Forex
World Trade
EUR/USD Analysis: What Are The Expected Prices?
↗
March 26, 2025
The EUR/USD pair has broken below key support at 1.0800, with bears targeting 1.0760 amid tariff concerns and weak US confidence data.
Via
Talk Markets
Topics
Currencies/Forex
World Trade
EUR/USD Path To $1.10 Remains Open
↗
March 26, 2025
The EUR/USD has eased modestly lower in the past 5 sessions, losing momentum after staging one of its strongest rallies in recent times at the start of the month.
Via
Talk Markets
Topics
Currencies/Forex
Softer CPI Weighs On Sterling
↗
March 26, 2025
Uncertainty over next week's US tariff announcement continues to weigh on markets and undermines near-term conviction.
Via
Talk Markets
Topics
Currencies/Forex
World Trade
Daily Market Outlook - Wednesday, March 26
↗
March 26, 2025
Asian markets held steady on Wednesday as investors sought clarity amid waning US consumer confidence and uncertainty surrounding President Donald Trump’s proposed tariffs.
Via
Talk Markets
Topics
Cryptocurrencies
Currencies/Forex
Government
EUR/USD Halts Recent Decline As US Dollar Stabilizes
↗
March 26, 2025
EUR/USD struggles for a firm footing near 1.0800 as the USD Index clings to gains near a three-week high of 104.40.
Via
Talk Markets
Topics
Currencies/Forex
Forex Today: UK, Australian Inflation Lower Than Expected
↗
March 26, 2025
Hopes for more dovish global monetary policies got a boost earlier today, as new CPI data from the UK and Australia was lower than expected.
Via
Talk Markets
Topics
Currencies/Forex
Economy
Asia Markets Mixed, Europe Down As Tariff Concerns Persist - Global Markets Today While US Slept
↗
March 26, 2025
US markets closed green as investors reacted to mixed signals. Uncertainty persists amid inflation worries and cautious Fed comments. Asian markets mixed.
Via
Benzinga
Topics
Economy
EUR/USD Forex Signal: Euro Crashes, But A Rebound To 1.0935 Likely
↗
March 26, 2025
Via
Talk Markets
Topics
Currencies/Forex
FX Daily: Downside Sterling Risks On Spring Statement
↗
March 26, 2025
FX markets are in a holding pattern ahead of next week's reciprocal tariffs from the US.
Via
Talk Markets
Topics
Currencies/Forex
World Trade
Financial Markets Report For Tuesday, March 25
↗
March 25, 2025
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Tuesday, March 25.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
EUR/USD Continues To Backslide, But Short Pressure Beginning To Ease
↗
March 25, 2025
EUR/USD has slowed its recent pace of declines, but still lost ground for a fifth consecutive trading day as price action continues to test below 1.0800.
Via
Talk Markets
Topics
Currencies/Forex
Market Talk - Tuesday, March 25
↗
March 25, 2025
The major Asian stock markets had a mixed day today.
Via
Talk Markets
EUR/USD Rebounds As US Dollar Retreats
↗
March 25, 2025
EUR/USD finds support below 1.0800 as the US Dollar struggles to extend upside despite easing fears of impending tariffs by the US on April 2.
Via
Talk Markets
Topics
Currencies/Forex
World Trade
FX Market Calm On The Surface, Angst Below
↗
March 25, 2025
The US dollar is consolidating its recent gains against the G10 currencies in quiet and relatively uneventful turnover.
Via
Talk Markets
Topics
Currencies/Forex
Daily Market Outlook - Tuesday, March 25
↗
March 25, 2025
Chinese stocks experienced the largest declines in Asia, as local markets struggled to maintain the positive momentum generated by earlier expectations of reduced tariffs in April.
Via
Talk Markets
Topics
Cryptocurrencies
Currencies/Forex
Stocks / Equities
Forex Today: Fed's Bostic Sees Only 1 Rate Cut In 2025, Boosts USD
↗
March 25, 2025
Fed member Bostic has expressed his contrary belief the Fed will cut rates only once in 2025, giving the greenback a small hawkish tilt and a bullish tailwind.
Via
Talk Markets
Topics
Commodities
Currencies/Forex
Economy
Asia Market Mixed, Europe Gains On Tariff Optimism; Gold Edges Higher - Global Markets Today While US Slept
↗
March 25, 2025
US markets closed higher on Monday, led by tech stocks. Economic data showed growth, but concerns remain over tariffs. Asian markets mostly up.
Via
Benzinga
Topics
World Trade
FX Daily: Consumer Confidence Is A Major Test For The Dollar
↗
March 25, 2025
US consumer confidence data is released today and is anticipated to show further deterioration.
Via
Talk Markets
Topics
Currencies/Forex
Financial Markets Report For Monday, March 24
↗
March 25, 2025
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Monday, March 24.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
EUR/USD Forecast: Euro Slides Again
↗
March 24, 2025
The euro fell for the third day in a row against the US dollar as traders reacted to rising volatility, shifting rates, and geopolitical uncertainty.
Via
Talk Markets
Topics
Currencies/Forex
The Possibility That The US Is Toning Down Its April 2 Tariff Threat Helps Lift Equities
↗
March 24, 2025
Investors are finding some comfort in a signal from some senior US officials that toned down the double-barrel threat of reciprocal and sectoral tariffs on April 2.
Via
Talk Markets
Topics
Currencies/Forex
World Trade
FX Daily: Another Week Of A Data-Tariff Dichotomy
↗
March 24, 2025
The 2 April US tariff event may prevent early-week USD losses from lasting until the weekend.
Via
Talk Markets
Topics
Currencies/Forex
World Trade
Daily Market Outlook - Monday, March 24
↗
March 24, 2025
US and European stock-index futures rose, buoyed by signs that the next round of tariffs from President Donald Trump may be less aggressive than previously anticipated.
Via
Talk Markets
Topics
Cryptocurrencies
Currencies/Forex
Government
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