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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
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
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
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
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A Division of Desktop Metal, PT Increasing to $2.50 at Craig-Hallum
August 11, 2022
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August 11, 2022
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Goldman Sachs reduces its price target for Quanterix Corp. (QTRX) to $15. QTRX is trading at $10.16
August 11, 2022
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Drop in DermTech Inc. (DMTK) Share Price to $18 from $20 at Craig-Hallum
August 11, 2022
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August 11, 2022
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Quanterix Corp. (QTRX) was downgraded by Cowen to Market Perform.
August 11, 2022
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Price Target for Digital Turbine (APPS) Increased to $33 at B.Riley APPS is trading at $22.91
August 11, 2022
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Craig-Hallum Reduces Price of Digital Turbine PT to $60 APPS is trading at $22.91
August 11, 2022
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The preliminary agreement between the Consortium and WindAcre has been delayed due to a postponement of the court and special shareholder meetings by Nielsen (NLSN). NLSN is trading at $27.45
August 11, 2022
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Stifel Reduces Price Target for 10X Genomics (TXG) to $65. TXG is trading at $48.32
August 11, 2022
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Tongmei Shanghai Initial Public Offering Success for AXT, Inc. AXTI is trading at $9.2
August 11, 2022
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Trulieve Cannabis: A Top Pick Operator In A Small Pond? Analyst Offers Model Update Post 2Q22
August 10, 2022
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R.F. Lafferty downgrades Canoo (GOEV) PT to $15 at . GOEV is trading at $3.46
August 10, 2022
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Quarterly EPS for Kaltura, Inc. (KLTR) Exceeds Expectations by 2 Cents. KLTR is trading at $2.63
August 10, 2022
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Stephens Raise Price Target on Cannae Holdings (CNNE) to $42. CNNE is trading at $23.3
August 10, 2022
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The Net Proceeds from Applied DNA Sciences (APDN)’s Exercise of Warrants IS $3.6 Million
August 10, 2022
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Quarterly income for Ralph Lauren exceeds projections RL is trading at $98.03
August 10, 2022
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Earnings per share for Norwegian Cruise Line (NCLH) below expectations by 26 cents in Q2
August 10, 2022
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Turtle Beach Corporation stock (HEAR) downgraded to neutral by DA Davidson. HEAR is trading at $9.71
August 10, 2022
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Clover Health (CLOV) falls: strong earnings but small profits, analysts suggest.
August 10, 2022
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Despite a 40% drop, GoodRx (GDRX) is promising. GDRX is trading at $7.9
August 09, 2022
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Goldman Sachs has lowered its price target for BioNTech (BNTX) to $200. BNTX is trading at $157.86
August 09, 2022
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AIG bet estimated quarterly earnings. AIG is trading at $53.43
August 09, 2022
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Upstart’s results were disappointing and their revenue forecast was disappointing, causing concern among analysts.
August 09, 2022
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Raymond James Ups Rocket Cos Inc. (RKT) PT to $24 RKT is trading at $9.79
August 09, 2022
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Rubius Therapeutics (RUBY) beats expectations for quarterly earnings per share (EPS) by 4 cents
August 09, 2022
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H.C. Wainwright reduces Travere Therapeutics (TVTX) PT’s price to $42
August 09, 2022
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Genie Energy (GNE) reports $1.30 EPS for the second quarter of fiscal year. GNE is trading at $10.04
August 09, 2022
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