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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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Client Information
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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
Featured Quarterly Newsletter
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The Analyst Verdict: First Horizon In The Eyes Of 6 Experts
January 05, 2024
Tickers
FHN
Tags
BZI/AAR
Analyst Ratings
Benzinga
From
Benzinga
Top Bank Stock Picks For 2024: 'Valuations Are At 50% Discount To S&P 500,' Analysts Say
January 04, 2024
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CFR
ECON
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January 04, 2024
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FHN
JBLU
PXD
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This High-Yield Stock Is In for a Regulator Wallop, But That Hasn't Stopped Its Growth Any
January 04, 2024
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TD
Market News
FHN
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December 19, 2023
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COIN
EWBC
FHN
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From
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Wells Fargo Maintains Equal-Weight Rating for First Horizon: Here's What You Need To Know
December 06, 2023
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Analyst Ratings
Market News
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Benzinga
The Latest Analyst Ratings for First Horizon
December 01, 2023
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Analyst Ratings
Benzinga
From
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KBW spotlights East West Bancorp, Webster Bank and Western Alliance as offering growth and value in tough year for bank stocks
November 22, 2023
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BPOP
CMA
COLB
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COMP
WBS
From
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The Latest Analyst Ratings for First Horizon
November 15, 2023
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FHN
Market News
Benzinga
From
Benzinga
Bank ETFs surge after inflation report comes in softer than Wall Street anticipated
November 14, 2023
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C
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MS
KRE
From
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JPMorgan’s and PNC’s mixed outlook on net interest income draws attention from analyst after industry gathering
November 06, 2023
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FHN
FITB
GS
Tags
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Bill Gross Sees 'Extraordinary Long-Term Value' in Regional Banks: 3 ETFs To Watch
October 31, 2023
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FHN
IAT
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Will Biden's Landmark AI Executive Order Push Banking Industry Deeper Into Artificial Intelligence?
October 30, 2023
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Where First Horizon Stands With Analysts
October 19, 2023
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BZI/AAR
Analyst Ratings
FHN
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Earnings Scheduled For October 18, 2023
October 18, 2023
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AA
ABT
ALLY
ASML
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BANR
ASML
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Benzinga
First Horizon's Earnings Outlook
October 17, 2023
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FHN
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FHN
Benzinga
From
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Wells Fargo Analyst Downgrades ASB, BANC, FIBK, FHN Citing Interest Rate Pressures And Credit Risks
October 05, 2023
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EWBC
FHN
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BANC
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EWBC
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Benzinga's Top Ratings Upgrades, Downgrades For October 5, 2023
October 05, 2023
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AJG
ALPN
AMX
AON
Tags
PH
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Wells Fargo downgrades four regional banks and highlights four top names in analyst shift
October 04, 2023
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EWBC
FHN
Tags
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ASB
WAL
From
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Benzinga's Top Ratings Upgrades, Downgrades For October 4, 2023
October 04, 2023
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AMX
ASB
BANC
Tags
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BANC
TSE
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Benzinga
Ticking Time Bombs: 3 Bank Stocks to Dump Before the Damage Is Done
October 01, 2023
Tickers
FHN
KEY
ZION
Tags
ZION
FHN
NASDAQ:ZION,NYSE:KEY,NYSE:FHN
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InvestorPlace
Benzinga's Top Ratings Upgrades, Downgrades For September 28, 2023
September 28, 2023
Tickers
A
API
APLE
ARM
Tags
EXAS
Intraday Update
BMRN
From
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5 Analysts Have This to Say About First Horizon
September 28, 2023
Tickers
FHN
Tags
BZI/AAR
FHN
Market News
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3 Bank Stocks to Buy Yielding 5% or More
September 12, 2023
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BBVA
CMG
FHN
JPM
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PNC
JPM
TD
From
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2 Top Dividend Stocks to Buy in September
September 10, 2023
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FHN
O
TD
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TD
Market News
FHN
From
Motley Fool
3 Bank Stocks to Sell in September Before They Crash and Burn
September 05, 2023
Tickers
FHN
KEY
KRE
TD
Tags
NYSE:FHN,NYSE:KEY,NYSEARCA:KRE,NYSE:TD
Market News
FHN
From
InvestorPlace
Greenlight Capital opens new positions in Activision Blizzard, First Horizon
August 14, 2023
Tickers
AAP
ATVI
FHN
GPN
Tags
CA:TD
ATVI
TD
From
MarketWatch
3 Bank Stocks to Sell in August Before They Crash and Burn
August 14, 2023
Tickers
CBBI
FHN
KEY
TD
Tags
CBBI
TD
OTCMKTS:CBBI,NYSE:FHN,NYSE:TD,NYSE:KEY
From
InvestorPlace
More challenges await U.S. banks but analysts think the worst may be over for the year
August 11, 2023
Tickers
FHN
JPM
KRE
TD
Tags
TD
JPM
KRE
From
MarketWatch
3 Cheap Bank Stocks That Smart Investors Will Snap Up Now
August 07, 2023
Tickers
FHN
HOPE
NYCB
Tags
NYSE:FHN,NYSE:NYCB,NASDAQ:HOPE
Stocks to Buy
Market News
From
InvestorPlace
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