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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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Total Asset Value (TAV)
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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)
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Investing During Uncertain Times
Read FULL Seminar Here
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Binance blocks bitcoin withdrawals as crypto prices crater
June 13, 2022
Tickers
BITCOMP
USD-BITSTAMP
Tags
BTCUSD
ETHUSD
bitcoin
From
MarketWatch
Bitcoin tumbles through $24,000 in crypto crash. This chart shows how much worse a selloff could get.
June 13, 2022
Tickers
BITCOMP
MSTR
USD-BITSTAMP
Tags
BTCUSD
ES00
MSTR
From
MarketWatch
Weekend reads: New ideas for retirement planning and enjoying financial freedom
June 10, 2022
Tickers
ARKK
TGT
TSLA
Tags
ARKK
TSLA
BTCUSD
From
MarketWatch
New crypto bill could give CFTC another boost in its quest to regulate digital assets
June 10, 2022
Tags
ETHUSD
BTCUSD
From
MarketWatch
The wild, hair-raising ride of a 30-something investor who has battled NFT hackers and dodged the crypto crash: ‘My $25,000 ballooned to $63,000. I was like, “OMG, this is amazing.”’
June 10, 2022
Tickers
COIN
ETHE
GOOG
META
Tags
ETHUSD
TWTR
ETHE
From
MarketWatch
Ethereum close to its major upgrade, but why has it fallen more than bitcoin?
June 09, 2022
Tickers
AMD
BITCOMP
BITO
BTF
Tags
AMD
GBTC
DOGEUSD
From
MarketWatch
Crypto booster Sen. Lummis says she agrees with SEC Chair Gensler that most digital assets are securities
June 08, 2022
Tags
ETHUSD
BTCUSD
From
MarketWatch
Bipartisan crypto bill would have CFTC oversee bitcoin, ether and most other digital assets
June 07, 2022
Tickers
BITCOMP
USD-BITSTAMP
Tags
ETHUSD
bitcoin
BTCUSD
From
MarketWatch
Consumers report losing $1 billion in crypto to scammers since 2021, FTC study says
June 03, 2022
Tickers
FB
Tags
ETHUSD
BTCUSD
FB
From
MarketWatch
Coinbase extends hiring freeze, rescinds ‘a number’ of accepted job offers
June 02, 2022
Tickers
COIN
Tags
ETHUSD
BTCUSD
COIN
From
MarketWatch
Bitcoin’s ‘decoupling’ from stocks? Here’s why it will, or will not happen
June 02, 2022
Tickers
AMD
BITCOMP
BITO
BTF
Tags
COIN
BTCUSD
PYPL
From
MarketWatch
DOJ charges ex-NFT marketplace employee with insider trading
June 01, 2022
Tags
ETHUSD
From
MarketWatch
Bitcoin and ethereum: Here’s how values for crypto changed in May 2022
June 01, 2022
Tickers
BITCOMP
COIN
HOOD
TSLA
Tags
HOOD
BTCUSD
COIN
From
MarketWatch
Here’s how much money you would have lost if you bought a Bored Ape Yacht Club NFT a month ago
May 27, 2022
Tickers
EBAY
GME
Tags
EBAY
GME
ETHUSD
From
MarketWatch
How a crypto crash could spread to Treasury bonds and other fixed-income securities
May 27, 2022
Tags
USDCUSD
BTCUSD
LUNAUSD
From
MarketWatch
Ethereum could ‘take over everything’, and there won’t be a multi-chain future, says EY’s blockchain leader
May 26, 2022
Tickers
AMD
BITO
BTF
COIN
Tags
SHIBUSD
BTCUSD
SOLUSD
From
MarketWatch
Fed’s Brainard says recent crypto ‘turmoil’ could make the case for a digital dollar
May 26, 2022
Tags
BTCUSD
ETHUSD
From
MarketWatch
Crypto in 2022: is there any hope of a comeback?
May 25, 2022
Tags
BTCUSD
ETHUSD
From
MarketWatch
Bipartisan bill enshrining bitcoin, ether as commodities due in June
May 24, 2022
Tickers
BITCOMP
USD-BITSTAMP
Tags
BTCUSD
bitcoin
ETHUSD
From
MarketWatch
MakerDAO’s Rune Christensen says Terra was ‘long overdue’ to collapse, calls for rules on stablecoins
May 20, 2022
Tickers
LUNA
Tags
MKRUSD
USDCUSD
LUNAUSD
From
MarketWatch
Bitcoin records 7 consecutive weeks of losses. Could it turn around?
May 19, 2022
Tickers
AMD
BITCOMP
BITO
BTF
Tags
MARA
OSTK
bitcoin
From
MarketWatch
Despite $11 million in donations from a crypto billionaire, Carrick Flynn loses big in Oregon primary
May 18, 2022
Tickers
SPX
Tags
SPX
ETHUSD
BTCUSD
From
MarketWatch
Crypto gets political: How cryptocurrency is impacting some May 17 primaries
May 17, 2022
Tickers
COIN
NYT
SPX
Tags
SPX
NYT
ETHUSD
From
MarketWatch
SEC’s Gensler warns Americans are diverting savings to ‘speculative crypto assets,’ says market needs investor protection
May 17, 2022
Tickers
COIN
Tags
BTCUSD
ETHUSD
COIN
From
MarketWatch
Terra crash sharpens Washington’s attention on crypto regulations
May 17, 2022
Tickers
PYPL
WU
Tags
DXY
USDTUSD
WU
From
MarketWatch
Bitcoin won’t become ‘an alternative form of money,’ or a store of value, says Ben Bernanke
May 16, 2022
Tickers
BITCOMP
COMP
USD-BITSTAMP
Tags
BTCUSD
bitcoin
ETHUSD
From
MarketWatch
Bitcoin’s future isn’t as a payments network, says FTX’s Sam Bankman-Fried
May 16, 2022
Tickers
BITCOMP
USD-BITSTAMP
Tags
BTCUSD
ETHUSD
bitcoin
From
MarketWatch
Here’s how much money you would’ve lost if you bought crypto during Matt Damon’s ‘Fortune Favors the Brave’ commercial
May 12, 2022
Tickers
COIN
GOOGL
TWTR
Tags
GOOGL
BTCUSD
ETHUSD
From
MarketWatch
FTX’s Bankman-Fried and CME’s Duffy square off on crypto futures in Capitol Hill hearing
May 12, 2022
Tickers
CME
Tags
CME
BTCUSD
ETHUSD
From
MarketWatch
Carvana, Coinbase junk bonds tumble Wednesday as layoffs, losses hit prices
May 11, 2022
Tickers
BHC
COIN
CVNA
Tags
CVNA
BHC
BTCUSD
From
MarketWatch
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