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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
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Quarterly Performance Reports
Market Value Securities (MVS)
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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
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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
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iShares U.S. Treasury Bond ETF
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Updated: 8:00 PM EST, Jan 23, 2026
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US ETF Inflows Hit Record Pace—VOO, SPY, QQQ Drive Big Three's Dominance Of $13 Trillion Market
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November 17, 2025
VOO, SPY and QQQ are driving record U.S. ETF inflows as the Big Three cement their hold on the $13T market.
Via
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Gold Overtakes Stocks As Investor Favorite — Massive ETF Inflows Signaled Market Jitters Last Week
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October 21, 2025
GLD saw $1.7 billion in inflows as gold prices broke past $4,300, signaling a sharp flight to safety.
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iShares U.S. Treasury Bond ETF (GOVT) Emerges as a Top Pick Amidst Market Uncertainty and Anticipated Fed Easing
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In a financial landscape increasingly characterized by volatility and a looming sense of economic deceleration, the iShares U.S. Treasury Bond ETF (NASDAQ: GOVT) is gaining significant traction among...
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September 22, 2025
Foreign investors are pouring trillions into U.S. markets under Trump, but China is cutting Treasury holdings and stockpiling gold instead.
Via
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Are Investors Selling US Treasuries As Trump Attacks Powell? Here's What Latest ETF Flows Tell You
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April 21, 2025
Trump-Powell drama escalates again, shocking the currency markets, where central bank independence is viewed as a cornerstone of stability.
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As Trade War Heats Up, These ETFs Offer A Safe Harbor For Investors
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February 10, 2025
The recent imposition of tariffs on major trade partners—Mexico, Canada, and China—has injected significant uncertainty into the markets.
Via
Benzinga
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After Texas Capital, BlackRock Files For Two New ETFs With Low Risk. Here's How Their Peers Fared In The Past Year
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November 14, 2024
In September, BlackRock liquidated two open-end money market funds in response to upcoming SEC rule changes.
Via
Benzinga
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Bond ETFs Slide As Fed Cuts Clash With Trump's Fiscal Agenda
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November 11, 2024
U.S. bond market faces volatility as Trump's policies could push yields up. Fed's rate cuts may not ease borrowing costs.
Via
Benzinga
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ETFs
Economy
Here's Why Treasury ETFs Are Scaling New Highs
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September 12, 2024
While the Treasury rally has been broad-based across various maturities, we have highlighted five from different ends of the yield curve that scaled to new highs in the latest trading session.
Via
Talk Markets
Topics
ETFs
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Biden On Track To Break Trump's Record, Says Peter Schiff, As US Debt Tops $35 Trillion And Counting
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July 30, 2024
The US is struggling under the weight of an enormous debt pile and the two main parties have not come with any concrete plan to counter this looming threat.
Via
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Asia Morning Bites - Monday, April 8
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April 08, 2024
Philippine central bank meets to decide on policy while Japan’s labour cash earnings came in as expected. As Chinese financial markets return from a four-day holiday, markets will be keeping a close...
Via
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Two Bitcoin-Related ETFs Shine In March's Top 10 Inflow Rankings: 'This Tailwind Should Persist,' Analysts Say
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April 01, 2024
The opening quarter of the year ended with U.S. equity indices marking the fifth consecutive month of gains, gold prices soaring to all-time highs and Bitcoin‘s (CRYPTO: BTC) market cap surging by over...
Via
Benzinga
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Is Bitcoin the Ultimate Safe-Haven Asset?
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March 28, 2024
The performance of this top digital asset in the past few years has been nothing short of spectacular.
Via
The Motley Fool
Cash Homebuyers Beware: The Anti-Money Laundering Feds Are Watching You
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February 07, 2024
Cash sales of residential property were on the increase, and regulators warn that money laundering through real estate can hurt home prices.
Via
Benzinga
Hedge Fund Investors Pull $100B From Market As Stock Pickers Underperform
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February 07, 2024
Hedge fund managers kept busy in 2023 buying stocks they thought would perform well and betting against stocks they believed would fall.
Via
Benzinga
Treasury Glut: Can Investor Demand For US Bonds Keep Pace With Supply Increases?
↗
January 25, 2024
The U.S. Treasury is expected to confirm further increases in government bond supply in its first quarterly refunding announcement of 2024.
Via
Benzinga
Topics
Bonds
Safe Havens: 3 Fixed-Income Securities for a Balanced Portfolio in 2024
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December 28, 2023
If you are looking for safe havens to turn to in 2024 then you should consider adding these investments to your portfolio.
Via
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With Fed Rate Cuts On The Horizon, Equity Markets Soar, Dollar Weakens, 10-Year Treasury Yield Falls Below 4%
↗
December 14, 2023
Fed delivered what markets wanted: likely no more rate hikes & rate cuts in 2024. Interest rate-sensitive assets outperformed, with small-caps, Treasuries & gold rising, while the dollar dropped.
Via
Benzinga
Topics
Economy
Yellen Says Progress Made On Inflation Battle, Urges 'Critical' Aid For Ukraine, Israel
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November 20, 2023
U.S. Treasury Secretary Janet Yellen discusses progress in managing inflation and the impact of Biden's economic policies, alongside the significance of recent legislation for American economic growth....
Via
Benzinga
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Billionaire Investor Ray Dalio Spotlights AI's Transformative Impact, Warns Of US Debt Problems
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November 17, 2023
Discover Ray Dalio's insights on AI's transformative impact and socio-economic challenges, as discussed on CNBC's 'Squawk On The Street'. Explore his views on AI's potential, the widening wealth gap,...
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Shrek Royalties To T-Bills: Disruptive Diversification Of New Breed Of Retail Platforms
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November 15, 2023
"Our first asset was based on the score of the Shrek movies," Stephen Sikes, COO at Public.com, says at Benzinga's Fintech Deal Day event.
Via
Benzinga
Target Date ETFs For Retirement Investors
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November 01, 2023
BlackRock's new suite targets retirement dates every five years from 2025 through 2065. These ETFs follow an 'ETF of ETFs' structure and charge expense ratios ranging from 0.08% to 0.11%.
Via
Talk Markets
Topics
ETFs
Retirement
Will Rising Interest Rates Bring A Recession And Bear Market?
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September 08, 2023
Investors and traders have been rattled by big moves in interest rates, the U.S. dollar, and oil prices. How much damage has been done to the stock market's trend?
Via
Talk Markets
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Conventional Fund And ETF Investors Pad The Coffers Of Fixed Income Funds For The Fund-Flows Week
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July 27, 2023
Fund investors were net purchasers of money market funds (+$28.8 billion), equity funds (+$3.2 billion), taxable bond funds (+$2.9 billion), and tax-exempt fixed income funds (+$552 million) for the...
Via
Talk Markets
Strong Non-Farm Payrolls Ahead? Expect Aggressive Fed Rate Hikes, Macro Wiz Says
↗
May 31, 2023
Investors are eagerly anticipating the release of the non-farm payrolls, unemployment rate, and salary growth figures this Friday, which are expected to be the focal economic readings of the week.
Via
Benzinga
IMF Anticipates 'Persistent Inflation Problem' For US, Interest Rates To Stay At 5.5% Until 2024
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May 26, 2023
The International Monetary Fund says the U.S. economy won't escape the challenge of persistent inflation if the job market does not soften and monetary policy does not stay tight for an extended period...
Via
Benzinga
Powell Says Credit Crunch Could Mitigate Need For Higher Rate, Bernanke Emphasizes 'It's Different Than 2008'
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May 19, 2023
Current Fed Chair Jerome Powell and former Fed Chair Ben Bernanke both appeared at the Thomas Laubach Research Conference on Friday, offering monetary policy remarks.
Via
Benzinga
Democrats Call On Biden To Invoke 14th Amendment For Last-Minute Debt Ceiling Hike: Is It Within Presidential Power?
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May 17, 2023
A group of Democratic Senators plans to urge President Joe Biden to invoke the 14th Amendment in order to address the debt ceiling crisis.
Via
Benzinga
Recession Probability At A 40-Year High, Treasury Yield Curve Goes Wild Amid Debt Ceiling Crisis
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The probability that the U.S. economy will enter a recession within the next year has increased to 68.2% in April. That's the greatest level since late 1982, according to the Federal Reserve Bank of...
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3 Alarming Charts: US Yield Curve Mirrors 2008 Subprime Crisis As Default, Recession Worries Mount
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May 11, 2023
The U.S.
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