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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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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Client Contact with Portfolio Manager(s)
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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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
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Global X DAX Germany ETF
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Updated: 4:15 PM EDT, Oct 31, 2025
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Market Talk - Monday, April 28
April 28, 2025
The oil markets had a mixed day today.
Via
Talk Markets
Fresh SPX Bull Run, Or Dead Cat Bounce
April 27, 2025
Rotations are the strength of bull uplegs, and given that we‘re one mean tweet away from fresh decline, profits must be taken when they‘re there.
Via
Talk Markets
Topics
Bonds
Commodities
Currencies/Forex
Pairs In Focus - Sunday, April 27
April 27, 2025
The US dollar initially fell against the Japanese yen during the week, but it eventually found enough support near the JPY140 level to turn things around and bounce quite significantly.
Via
Talk Markets
Topics
Currencies/Forex
ETFs
Futures
Weekly Commentary: Hooked On Hedge Fund Leverage
April 26, 2025
The proliferation of leveraged speculation ensures acute fragility. And, to be sure, faith in liquidity backstops and market bailouts is absolutely fundamental to market structure.
Via
Talk Markets
Ranked: Top Countries By Stock Market Returns Since 2015
April 25, 2025
The S&P 500 delivered a 17% annualized return in 10 years, the most for major stock exchanges from around the world.
Via
Talk Markets
Topics
Stocks
Stocks / Equities
Natural Gas Prices Fell To A 5-Month Low
April 25, 2025
The US natural gas prices fell to $2.9/MMBtu, the lowest in five months, amid lower gas prices in major European and Asian centers amid oversupply and uncertain demand due to macroeconomic factors.
Via
Talk Markets
Topics
Commodities
Energy
Stocks / Equities
Market Talk - Thursday, April 24
April 24, 2025
S&P 500 advanced 108.91 points or 2.03% to 5,484.77.
Via
Talk Markets
Topics
Stocks
Two Trades To Watch: DAX, USD/JPY Forecast - Thursday, April 24
April 24, 2025
DAX falls as trade uncertainty keeps sentiment weak. USD/JPY falls as US-China de-escalation hopes fade.
Via
Talk Markets
Topics
Currencies/Forex
Stocks / Equities
Elliott Wave Update: DAX, FTSE, ASX Lead Rally As S&P 500 & Nasdaq 100 Enter Wave 5
April 23, 2025
DAX 40, FTSE 100, and ASX 200 are leading global equities higher, while the S&P 500 and Nasdaq 100 surge into Wave 5 of (1), signaling fresh upside for short-term traders but a pending Wave (2)...
Via
Talk Markets
Topics
ETFs
Stocks
Stocks / Equities
Market Talk - Wednesday, April 23
April 23, 2025
S&P 500 advanced 88.1 points or 1.67% to 5,375.86.
Via
Talk Markets
Topics
Stocks
Market Talk - Tuesday, April 22
April 22, 2025
The oil markets had a mixed day today.
Via
Talk Markets
Two Trades To Watch: GBP/USD, DAX Forecast - Tuesday, April 22
April 22, 2025
GBP/USD rises to 1.34 on USD weakness in the sell America trade. The DAX falls as Trump attacks Powell, hitting risk sentiment.
Via
Talk Markets
Topics
Currencies/Forex
Government
Stocks / Equities
Market Talk - Monday, April 21
April 21, 2025
The oil markets had a negative day today.
Via
Talk Markets
Pairs In Focus - Sunday, April 20
April 20, 2025
The euro initially pulled back during the course of the trading week, only for it to then turn around and show signs of life again. At this point in time, I think the 1.15 level is going to continue to...
Via
Talk Markets
Topics
Cryptocurrencies
Currencies/Forex
ETFs
The Bank Of Canada Kept The Interest Rate Unchanged
April 17, 2025
Via
Talk Markets
Topics
Commodities
Stocks / Equities
Two Trades To Watch: DAX, GBP/USD Forecast - Thursday, April 17
April 17, 2025
DAX rises ahead of the ECB rate decision. GBP/USD eases back from a 6-month high as USD rises.
Via
Talk Markets
Topics
Currencies/Forex
Stocks / Equities
China Data Beat Expectations
April 16, 2025
China’s economy grew at an annualized rate of 5.4% in the first quarter of 2025, maintaining the same pace as in the fourth quarter and exceeding market expectations of 5.1%.
Via
Talk Markets
Topics
Commodities
Economy
Stocks / Equities
More Tariff Relief Profits
April 13, 2025
Two warnings as loud as ever that US also feels (short-term?) pain from the tariff war - yields rise, USD falls, gold is rocketing up, BTC decoupling from Nasdaq.
Via
Talk Markets
Topics
Bonds
Stocks / Equities
World Trade
Pairs In Focus - Sunday, April 13
April 13, 2025
The US dollar was hammered against the Canadian dollar over the trading week, as bonds sold off quite viciously. It now appears to be testing a major area of support, as the 1.39 level has previously...
Via
Talk Markets
Topics
Bonds
Currencies/Forex
ETFs
Weekly Commentary: Normal Deleveraging And Trade Wars
April 12, 2025
Deleveraging gained powerful momentum early in the week, with global debt markets at the cusp of “seizing up” 90-day Tariff Pause.
Via
Talk Markets
Topics
Bonds
Stocks / Equities
Market Talk - Thursday, April 10
April 10, 2025
The major Asian stock markets had a green day today.
Via
Talk Markets
Two Trades To Watch: GBP/USD, DAX Forecast - Thursday, April 10
April 10, 2025
DAX rebounds as risk assets recover, but gains could be capped.
Via
Talk Markets
Topics
Currencies/Forex
Stocks / Equities
China Became An Exception With Tariffs Of 125%
April 10, 2025
The US President has heightened tensions with China by raising his tariffs to 125% in response to China’s retaliatory measures.
Via
Talk Markets
Topics
Commodities
Stocks / Equities
World Trade
Elliott Wave Insights For S&P 500, Nasdaq 100, DAX 40, FTSE 100 & ASX 200
April 09, 2025
Stay ahead with Elliott Wave analysis for S&P 500, Nasdaq 100, DAX 40, FTSE 100, and ASX 200. Watch for five-wave patterns to confirm Wave II lows and plan bullish trades.
Via
Talk Markets
Topics
Stocks
Stocks / Equities
Market Talk - Tuesday, April 8
April 08, 2025
The oil markets had a negative day today.
Via
Talk Markets
Market Talk - Monday, April 7
April 07, 2025
The oil markets had a negative day today.
Via
Talk Markets
Pairs In Focus - Sunday, April 6
April 06, 2025
Bitcoin performed relatively well in comparison to the rest of the markets. Although it gave up quite a bit of its gains, Bitcoin returned to where it started for the week, which is something that you...
Via
Talk Markets
Topics
Cryptocurrencies
Currencies/Forex
ETFs
Market Talk - Friday, April 4
April 04, 2025
S&P 500 declined 322.44 points or -5.97% to 5,074.08.
Via
Talk Markets
Topics
Stocks
Technical Analysis, S&P 500, Nasdaq 100, DAX 40, FTSE 100, ASX 200
April 02, 2025
After hours trading saw a sell-off in futures and stocks, creating an impulse wave lower. This suggests further lows are likely as the market reacts.
Via
Talk Markets
Topics
Stocks
Stocks / Equities
Market Talk - Wednesday, April 2
April 02, 2025
The major Asian stock markets had a mixed day today.
Via
Talk Markets
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