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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
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Tamar Advisors
Own Your Practice
Letter to Clients
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contact us
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Fixed Income Portfolio (FIP)
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Client Information
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
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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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EVENTS
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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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This group of stocks is flagging a rebound, and that’s good news for the S&P 500, says technical analyst
March 22, 2022
Tickers
AAPL
AMC
AZN
BABA
Tags
BBIG
ES00
CH:NOVN
From
MarketWatch
Look for this group of stocks to surge when risk aversion fades, says fund manager, who offers five stock ideas
March 16, 2022
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AAPL
AMC
BABA
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Tags
GC00
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From
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Portfolio manager with 50 years of experience shares a 1970s bear-market lesson, plus three stocks to buy now
March 14, 2022
Tickers
AAPL
AMC
AMZN
BABA
Tags
BX:TMUBMUSD10Y
HUN
ES00
From
MarketWatch
U.S. stock futures rise cautiously as Russia broadens campaign in Ukraine
March 11, 2022
Tickers
COMP
DOCU
RIVN
SPX
Tags
XX:SXXP
NQ00
COMP
From
MarketWatch
U.S. stock futures drop ahead of CPI, with oil prices rising, no progress in Ukraine-Russia talks
March 10, 2022
Tickers
AMZN
DJIA
SPX
Tags
BTCUSD
GC00
YM00
From
MarketWatch
European stocks give back gains as ECB meeting looms; Goldman Sachs cuts growth outlook over Ukraine
March 10, 2022
Tickers
CS
SHEL
TTE
Tags
YM00
UK:SHEL
FR:TTE
From
MarketWatch
‘We can’t stay in a state of panic.’ Forecaster who predicted a series of rolling bear markets has just turned bullish.
March 09, 2022
Tickers
AAPL
AMC
GE
GME
Tags
NIO
UK:BRN00
CL00
From
MarketWatch
Stocks could be headed for a mid-March bottom, if this historical pattern holds up
March 08, 2022
Tickers
AAPL
AMC
BBBY
CEI
Tags
CEI
DJIA
GOOG
From
MarketWatch
European stocks rally at the open and bund yield turns positive on report of joint European Union spending
March 08, 2022
Tickers
SPX
Tags
BX:TMBMKDE/10Y
UK:UKX
XX:SXXP
From
MarketWatch
Warren Buffett says never to hold money during a war. Here’s a stagflation playbook for stocks.
March 07, 2022
Tickers
AAPL
AMC
AXP
BBBY
Tags
TSLA
GC00
NVR
From
MarketWatch
European stocks pounded as oil spikes on possible ban on Russian imports
March 07, 2022
Tags
XE:CBK
XX:SXXP
UK:UKX
From
MarketWatch
Why Russia’s invasion of Ukraine may be the preamble to a second Cold War, leading to more volatility and supply shocks
March 04, 2022
Tickers
AAPL
AMC
AMD
BABA
Tags
HMC
NVDA
MULN
From
MarketWatch
European stocks fall for third time in four sessions
March 03, 2022
Tags
FI:TYRES
XX:SXXP
UK:UKX
From
MarketWatch
Citi is moving back into U.S. equities because they see a rebound coming for this beaten-down sector
March 03, 2022
Tickers
AAPL
AMC
AVGO
BIG
Tags
AAPL
SG
AVGO
From
MarketWatch
Stoxx Europe 600 rises, while Sberbank announces withdrawal from Europe as Russian markets remain closed a third day
March 02, 2022
Tickers
BP
ERIC
SHEL
TTE
Tags
FR:TTE
UK:PHOR
BP
From
MarketWatch
These are the most important S&P 500 and Nasdaq levels to watch right now, says this strategist
February 28, 2022
Tickers
AAP
AAPL
AMC
BRK-A
Tags
AMC
RTX
GME
From
MarketWatch
Financials skid in Europe after Russia sanctions, while defense contractors surge on German buying spree
February 28, 2022
Tags
DX:DAX
BX:TMBMKDE/10Y
XE:RHM
From
MarketWatch
Why the energy shock from Russia’s invasion of Ukraine won’t wreck the stock market
February 25, 2022
Tickers
AAPL
AMC
BRK-A
BRK-B
Tags
GME
COIN
TSLA
From
MarketWatch
Russia’s attack on Ukraine: ‘Now is not a time to be buying the dip’ in stocks, cautions Wells Fargo strategist
February 24, 2022
Tickers
DJIA
SPX
Tags
SPX
XX:SXXP
UK:UKX
From
MarketWatch
Biden’s new sanctions against Russia: Blocking more banks and cutting off tech imports, but no SWIFT move
February 24, 2022
Tickers
DJIA
Tags
CL00
XX:SXXP
DJIA
From
MarketWatch
Putin ‘making a historic mistake,’ says former U.S. Secretary of State Madeleine Albright
February 24, 2022
Tickers
DJIA
SPX
Tags
SPX
XX:ADOW
XX:SXXP
From
MarketWatch
Swallow your fear and prepare for a ‘relief rally,’ says analyst, as Russia invasion in Ukraine sparks stock-market maelstrom
February 24, 2022
Tickers
AAPL
AMC
BABA
BYND
Tags
ES00
BX:TMUBMUSD10Y
XX:SXXP
From
MarketWatch
European stock markets tumble as Russia launches military operation in Ukraine
February 24, 2022
Tags
FR:PX1
BX:TMUBMUSD10Y
DX:DAX
From
MarketWatch
London stocks slump over 2% as Russia invades Ukraine
February 24, 2022
Tags
DE:FXXP00
XX:SXXP
UK:UKX
From
MarketWatch
Dutch coffee group leads European stocks higher as investors keep watch on Russia-Ukraine headlines
February 23, 2022
Tickers
STLA
Tags
SE:STOR/B
XX:SXXP
UK:UKX
From
MarketWatch
Barclays finally may be outshining its rivals, and investors are scooping up the stock
February 23, 2022
Tickers
BCS
BHP
BP
HSBC
Tags
RIO
BHP
NWG
From
MarketWatch
A bear market is coming, and with it ways to make money not seen in 40 years, says this strategist
February 23, 2022
Tickers
AAPL
ATVI
BABA
DWAC
Tags
USDNZD
NVDA
YM00
From
MarketWatch
Russia-Ukraine conflict is a worry, but this is still the biggest threat for stock investors, says JPMorgan
February 22, 2022
Tickers
AAPL
AMC
AN
BABA
Tags
SPCE
DNUT
KO
From
MarketWatch
Shell a lone bright spot as European stocks tumble, energy prices soar on Russia-Ukraine tensions
February 22, 2022
Tickers
BP
HSBC
SHEL
Tags
FR:PX1
USDRUB
BP
From
MarketWatch
Banks and pharmaceutical companies lead in London, while Synairgen, Morses shares tumble
February 21, 2022
Tickers
AZN
BP
HSBC
NWG
Tags
UK:EVR
UK:NWG
BP
From
MarketWatch
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