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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
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
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
Quarterly Performance Reports
EVENTS
FIP
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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Treasuries
iShares 20+ Year Treasury Bond ETF
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Updated: 4:15 PM EST, Dec 26, 2025
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All News about iShares 20+ Year Treasury Bond ETF
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Treasury Yields Hold Steady As Wall Street Braces For ‘Considerably Slower’ Q4 GDP
↗
December 26, 2025
Via
Stocktwits
The Golden Paradox: Why Investors are Flocking to Safe Havens as Stocks Hit Record Highs
December 25, 2025
As the world celebrates the final days of 2025, the financial markets are witnessing a phenomenon that defies historical logic. On December 24, 2025, the S&P 500 (INDEXSP: .INX) closed at a fresh...
Via
MarketMinute
Topics
Bonds
ETFs
Economy
The 4.3% GDP Shocker: Wall Street Scrambles as 2026 Rate Cut Hopes Dim
December 23, 2025
The U.S. economy delivered a pre-holiday jolt to global markets on December 23, 2025, as the Bureau of Economic Analysis reported a surprise Q3 GDP growth rate of 4.3%. The "blockbuster" reading...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Credit Cards
The Great Decoupling: US Bond Market Stands Firm as Japan Ends the Era of Cheap Money
December 19, 2025
On December 19, 2025, the global financial landscape shifted as the Bank of Japan (BoJ) delivered its final and most significant interest rate hike of the year, raising the short-term policy rate to...
Via
MarketMinute
Topics
Bonds
ETFs
Economy
The Reflation Revolution: Investors Rewrite the Playbook for a High-Growth, High-Inflation 2026
December 19, 2025
As 2025 draws to a close, the global financial landscape is undergoing a fundamental transformation. The "Goldilocks" era of moderate growth and cooling inflation that defined much of the post-pandemic...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
ETFs
Better ETF: Is VCLT's Focus on Corporate Bonds the Superior Approach to TLT's U.S. Treasuries?
↗
December 07, 2025
Explore how differing bond exposures and risk profiles set these two popular ETFs apart for income-focused investors.
Via
The Motley Fool
Topics
Bonds
ETFs
Paloma Dumps 200,000 Lattice Semiconductor LSCC Shares in $9.8 Million Exit
↗
December 07, 2025
Paloma Partners Management exited its Lattice Semiconductor position.
Via
The Motley Fool
Topics
Intellectual Property
Regulatory Compliance
Stocks
Powell Set For A 'Dovish Hold' In December, Economists Say After Jobs Data
↗
November 20, 2025
Economists expect Powell to hold rates in December but adopt a more dovish tone, following mixed September jobs data.
Via
Benzinga
Things Could Be Changing for Bond Investors. This ETF Is Worth a Look.
↗
November 18, 2025
Falling rates, cracks in the labor market, and recession fears mean long-duration Treasuries might be worth a fresh look.
Via
The Motley Fool
Topics
Artificial Intelligence
Bonds
ETFs
Arlington Capital Adds Data Center Company Iren With 76,000 Share Buy
↗
November 15, 2025
Arlington Capital initiated a position in Iren during the third quarter.
Via
The Motley Fool
Topics
Artificial Intelligence
Regulatory Compliance
Better U.S. Treasury Bond ETF: Vanguard Long-Term Treasury Fund vs. iShares 20+ Year Treasury Bond ETF
↗
November 08, 2025
Better U.S. Treasury Bond ETF: Vanguard Long-Term Treasury Fund vs. iShares 20+ Year Treasury Bond ETF
Via
The Motley Fool
Topics
Bonds
ETFs
5 High-Yield Dividend ETFs to Buy to Generate Passive Income -- and 5 Other Compelling Dividend ETFs, Too
↗
November 06, 2025
Look no further. These 10 ETFs will give you all the investment income you'll ever need.
Via
The Motley Fool
Topics
Artificial Intelligence
Bonds
ETFs
Global X Short-Term Treasury Ladder ETF (SLDR) Delivers Robust Monthly Dividend Amidst Easing Fed Policy
November 03, 2025
The Global X Short-Term Treasury Ladder ETF (NYSEARCA: SLDR) has recently announced a monthly dividend of $0.155 per share, translating to an attractive 3.7% forward yield. This declaration comes at a...
Via
MarketMinute
Topics
Bonds
ETFs
Economy
Patience Is Paying Interest Again and TLT Shows Why
↗
October 23, 2025
Patience Is Paying Interest Again and TLT Shows Why
Via
The Motley Fool
Topics
Bonds
ETFs
Regulatory Compliance
Dimon Sees 'Cockroaches' In Banks—Here's How To Protect Your Portfolio
↗
October 20, 2025
Jamie Dimon warns of hidden credit risks as stress builds in regional banks and private equity. Analysts turn to long-duration Treasuries and small-cap hedges as potential portfolio protection.
Via
Benzinga
US Capital Wealth Sells Off 151K TLT Shares Worth $13.5 Million
↗
October 14, 2025
Via
The Motley Fool
Topics
Bonds
ETFs
Economy
US Government Shutdown Rocks Global Markets: A Deep Dive into the Economic Aftershocks
October 01, 2025
Washington D.C., October 1, 2025 – The United States federal government has officially entered a shutdown today, marking the first such funding lapse in nearly seven years and sending immediate ripples...
Via
MarketMinute
Topics
Economy
Government
Regulatory Compliance
How To Profit From AI Correction: 5 Defensive Plays And 4 Sectors Set To Surge
↗
September 25, 2025
The artificial intelligence sector is showing critical warning signs that suggest a significant correction may be approaching.
Via
Benzinga
Topics
Artificial Intelligence
4 ETFs To Buy For A Strong Q4 - And 1 To Avoid
↗
September 19, 2025
Four ETFs are moving in the same direction, a pattern indicating the year is shaping up to be very bullish - especially for these ETFs.
Via
Benzinga
Topics
ETFs
The Fed's Rate Cut: A Classic 'Buy the Rumor, Sell the News' Scenario Unfolds
September 18, 2025
Financial markets are currently grappling with the aftermath of a highly anticipated interest rate cut by the Federal Reserve, a move that has perfectly encapsulated the venerable "buy the rumor, sell...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
ETFs
The Side of Rate Cuts Nobody Is Telling You About
↗
September 17, 2025
This is the side of rate cuts that nobody is talking about. There will be a likely rotation after one big blow off top, but not where you think it will.
Via
MarketBeat
Topics
Bonds
Economy
A Fed Cut Looks Imminent—And Bond ETFs Could Be The Biggest Trade
↗
September 16, 2025
Bond ETFs like TLT could surge as the Fed eyes a rate cut. Duration is the key trade investors are rushing to ahead of policy easing.
Via
Benzinga
Topics
ETFs
Economy
ETFs Never Had It So Good — The Trillion-Dollar Moment Is Almost Here
↗
September 15, 2025
ETF flows are reshaping how Fed policy hits markets. With rate cuts expected, investors eye funds like TLT and LQD for rate-sensitive exposure.
Via
Benzinga
Topics
ETFs
Economy
Inflation And Unemployment Are Soaring–And The Fed Is Now Trapped
↗
September 11, 2025
U.S. inflation accelerated in August while jobless claims hit a four-year high, leaving the Federal Reserve trapped.
Via
Benzinga
Topics
Economy
The Market’s Smoke Alarm: What the Yield Curve Is Telling Traders in 2025
↗
September 06, 2025
The Fed controls the short end; markets set the long end. Read the yield curve’s 2025 message and how to translate it into trade decisions.
Via
InvestorPlace
Topics
Bonds
Economy
Wall Street Retreats, Broadcom Rallies, Gold Smashes $3,600: What's Moving Markets Friday?
↗
September 05, 2025
A rather disappointing jobs report is challenging Wall Street's optimism over looming rate cuts, as labor market weakness stirs fresh concerns about the economy.
Via
Benzinga
September Selloff Ahead? The ETFs Traders Won't Admit They're Watching
↗
August 29, 2025
September's stock slump has a history. This year, ETFs like SPY, TLT, and VIXY could be at the center as investors hedge against rising volatility.
Via
Benzinga
Topics
ETFs
Bond ETF Investors On Alert During Fed Shake-Up, Rising Yields
↗
August 26, 2025
Markets fear Fed independence threatened by ousting of Lisa Cook and potential for more dovish board members, causing volatility in bond ETFs
Via
Benzinga
Topics
Bonds
ETFs
Economy
This Rare Signal Last Flashed In 1998—Then Stocks Took Off
↗
August 18, 2025
Investment-grade credit spreads collapsed to 75 bps in August, flashing a rare bullish signal not seen since 1998.
Via
Benzinga
This Pattern Nailed The 2022 Crash - Here's What It's Telling Us Now
↗
August 14, 2025
Via
Benzinga
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