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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
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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
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Quarterly Performance Reports
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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
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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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Recap: Fifth Third Bancorp Q1 Earnings
April 20, 2023
Tickers
FITB
Tags
Earnings
BZI/Recaps
FITB
From
Benzinga
Fifth Third Bancorp: Q1 Earnings Insights
April 20, 2023
Tickers
FITB
Tags
FITB
BZI/Recaps
Earnings
From
Benzinga
These five synchronized assets are pointing to a ‘black swan event,’ says market veteran
April 20, 2023
Tickers
AAPL
ADBE
AMC
AXP
Tags
BX:TMUBMUSD10Y
KEY
PM
From
MarketWatch
U.S. stock futures drop after Elon Musk suggests Tesla may sacrifice margins
April 20, 2023
Tickers
AAL
AAPL
AXP
CMA
Tags
PM
ES00
AAPL
From
MarketWatch
Earnings Outlook For Fifth Third Bancorp
April 19, 2023
Tickers
FITB
Tags
Benzinga
Market News
BZI/EP
From
Benzinga
What Should Investors Watch in Regional Bank Earnings?
April 19, 2023
Tickers
ALLY
CFG
CMA
COF
Tags
ZION
FITB
CFG
From
Motley Fool
10 dividend stocks yielding at least 4.5% that are rated ‘buy’ by most analysts
April 17, 2023
Tickers
CFG
CMA
DVN
FITB
Tags
OGN
DVN
FITB
From
MarketWatch
Loan growth, lower margins cloud the skies over big banks: analyst
April 10, 2023
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BAC
BKX
C
CFG
Tags
USB
SPX
BKX
From
MarketWatch
These 7 tables show just how bad this ‘crisis quarter’ could be for earnings of the 20 largest banks
April 10, 2023
Tickers
ALLY
AXP
BAC
BK
Tags
CFG
C
FITB
From
MarketWatch
3 S&P 500 sectors say a new bull market is near. These 8 stocks are top picks.
April 10, 2023
Tickers
BAC
FDX
FITB
JPM
Tags
FDX
BAC
SPX
From
MarketWatch
KBW shuffles bank-stock ratings as stock price beatdown upends sector ahead of earnings
April 06, 2023
Tickers
AUB
BKX
BPOP
CADE
Tags
AUB
WAL
HBAN
From
MarketWatch
Benzinga's Top Ratings Upgrades, Downgrades For April 6, 2023
April 06, 2023
Tickers
ALE
AMAT
AMBA
ATLX
Tags
LESL
AMAT
PSTG
From
Benzinga
Here are the 20 best performing stocks of March — and the 20 worst
March 31, 2023
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AAPL
ADBE
AIG
AMD
Tags
GS
HON
USB
From
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Where Fifth Third Bancorp Stands With Analysts
March 24, 2023
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FITB
Tags
FITB
BZI/AAR
Analyst Ratings
From
Benzinga
Deutsche Bank, First Republic weigh on bank stocks
March 24, 2023
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BKX
C
CFG
CMA
Tags
JPM
SCHW
USB
From
MarketWatch
14 Bank Stocks to Buy After the Recent Silicon Valley Bank Collapse
March 23, 2023
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BAC
C
CFG
CS
Tags
USB
Market News
KEY
From
Motley Fool
10 bank stocks that look cheap based on this valuation method — First Republic heads the list
March 22, 2023
Tickers
ALLY
ASB
BKU
BKX
Tags
CUBI
FRC
ONB
From
MarketWatch
Bank insider action tells us the battered financial sector is a buy: These 4 regional bank stocks are tempting those in the know.
March 22, 2023
Tickers
BAC
C
CCB
CS
Tags
JPM
CCB
FITB
From
MarketWatch
Super-Regional Banks Weren't Nearly as Reckless as SVB Financial
March 22, 2023
Tickers
CFG
FITB
KEY
MTB
Tags
Market News
USB
RF
From
Motley Fool
Financial stocks in ‘the cheap seats’ as top banks widely underperform the sector, says DataTrek
March 21, 2023
Tickers
BAC
C
CFG
FITB
Tags
KRE
KBE
FITB
From
MarketWatch
FRC Stock Alert: Why Is First Republic Up 20% Today?
March 21, 2023
Tickers
FITB
FRC
JPM
PB
Tags
Market News
FRC
Today's Market
From
InvestorPlace
24 bank stocks that contrarian bottom-feeders can feast on now
March 21, 2023
Tickers
AMP
BK
BKX
CADE
Tags
CADE
WBS
PNFP
From
MarketWatch
SoFi CEO Noto continues loading up on stock with new $240,000 purchase
March 17, 2023
Tickers
FITB
SCHW
SOFI
Tags
SOFI
SCHW
FITB
From
MarketWatch
3 Banks That Played Interest Rates Right and Avoided the Bond Fiasco
March 17, 2023
Tickers
FITB
JPM
RF
SIVB
Tags
FITB
RF
JPM
From
Motley Fool
Fifth Third board member bought $1.3 million worth of stock after it tumbled
March 15, 2023
Tickers
FITB
KRE
MPC
SBNY
Tags
SPX
SBNY
MPC
From
MarketWatch
If battered bank stocks look tempting now, these buying tips can help you cash in
March 15, 2023
Tickers
C
FITB
FRC
HOMB
Tags
MTB
FRC
RF
From
MarketWatch
What went wrong at SVB? Ex-FDIC chair and other banking experts break it down.
March 14, 2023
Tickers
FITB
SIVB
Tags
FITB
SIVB
From
MarketWatch
Why Are Bank Stocks KEY, WAL, SCHW, FITB, HBAN, TFC Up Today?
March 14, 2023
Tickers
FITB
FRC
HBAN
KEY
Tags
TFC
WAL
Today's Market
From
InvestorPlace
KeyCorp, Comerica And Fifth Third Bancorp Shares Are Rising: What's Going On?
March 14, 2023
Tickers
CMA
FITB
KEY
SIVB
Tags
News
KEY
Movers
From
Benzinga
Regional Bank Analyst Slashes Price Targets Across The Board: 'Interest Rates Pose Significant Risk'
March 13, 2023
Tickers
ALLY
CFG
FHB
FITB
Tags
PNC
ZION
FHB
From
Benzinga
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