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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
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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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
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Event Schedule
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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
Bond Fund Seminar
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U.S. stock futures return to losing ways with big Fed decision, earnings wave on tap
January 24, 2022
Tickers
COMP
NFLX
SPX
Tags
NQ00
BTCUSD
COMP
From
MarketWatch
Stock futures rise Sunday after Wall Street’s worst week since 2020
January 23, 2022
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January 21, 2022
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DIS
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Tags
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January 20, 2022
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AAL
AAPL
ADM
Tags
NVDA
HK:HSI
PRU
From
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‘Bear squeeze?’ U.S. stock futures rise after recent weak spell
January 20, 2022
Tickers
COMP
NFLX
SPX
Tags
NFLX
BX:TMUBMUSD10Y
DJIA
From
MarketWatch
U.S. stock futures inch higher with more earnings ahead, while Treasury yields rise further
January 19, 2022
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BAC
COMP
GS
Tags
MS
SOFI
YM00
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MarketWatch
German key bund yield turns positive for the first time in three years
January 19, 2022
Tickers
ASML
Tags
XX:SXXP
UK:UKX
NQ00
From
MarketWatch
Brace for a volatile 2022, but cling to this tech stalwart when the storm comes, says investment advisor
January 18, 2022
Tickers
AA
AAPL
AMC
BABA
Tags
TSLA
GME
AMC
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MarketWatch
U.S. stock futures slump as 10-year yield tops 1.80%
January 18, 2022
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BAC
COMP
GS
SPX
Tags
SPX
GS
ES00
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Five overlooked tech stocks poised to be the ‘household names of the future’
January 14, 2022
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AMC
ARKK
BABA
Tags
BABA
NQ00
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From
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U.S. stock futures pause as earnings season kicks off after tech stock dive
January 14, 2022
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COMP
JPM
SPX
WFC
Tags
SPX
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European stocks track U.S. equity rout, with tech under pressure
January 14, 2022
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BLK
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COMP
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Fearless retail traders could help save the stock market in 2022
January 13, 2022
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AMC
BABA
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U.S. stock futures inch higher as focus pivots from hot inflation to corporate earnings
January 13, 2022
Tickers
COMP
JPM
SPX
Tags
YM00
COMP
NQ00
From
MarketWatch
Watch out for stock headwinds and recessionary pressures, warns bond king Jeffrey Gundlach
January 12, 2022
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AAPL
AMC
BABA
BIIB
Tags
YM00
NVDA
WFC
From
MarketWatch
U.S. stock futures edge higher as key inflation report looms
January 12, 2022
Tickers
COMP
SPX
Tags
NQ00
XX:SP500PG
YM00
From
MarketWatch
Here are dozens of ‘cheap’ stocks that could be poised to outperform as U.S. rates start to rise
January 11, 2022
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AAPL
AMC
APTV
BABA
Tags
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NVAX
COMP
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MarketWatch
U.S. stock futures point higher after the Nasdaq’s historic intraday reversal
January 11, 2022
Tickers
COMP
SPX
Tags
COMP
YM00
NQ00
From
MarketWatch
U.S. stock futures drift lower as Goldman ups Fed rate-hike forecast
January 10, 2022
Tickers
COMP
LULU
SPX
TTWO
Tags
DJIA
SPX
LULU
From
MarketWatch
U.S. stock futures edge higher ahead of key jobs report
January 07, 2022
Tickers
COMP
SPX
Tags
SPX
ES00
BX:TMUBMUSD10Y
From
MarketWatch
Here’s one take on how to catch a falling knife after the growth stock crash
January 06, 2022
Tickers
AAPL
AMC
AMZN
ARKK
Tags
YM00
TSLA
ARKK
From
MarketWatch
U.S. stock futures mixed after Fed-inspired Nasdaq retreat
January 06, 2022
Tickers
ARKK
COMP
SPX
Tags
COMP
YM00
ARKK
From
MarketWatch
U.S. stock futures point to further Wall Street records as key manufacturing report looms
January 04, 2022
Tickers
COMP
SPX
TSLA
Tags
ES00
SPX
DJIA
From
MarketWatch
Gold slips in first trade to start 2022 after posting sharpest annual fall since 2015
January 03, 2022
Tickers
SPX
Tags
SIH22
YM00
GCG22
From
MarketWatch
Dow futures gain more than 100 points ahead of first trading day of 2022
January 02, 2022
Tickers
COMP
SPX
Tags
ES00
SPX
DJIA
From
MarketWatch
U.S. stock market set to trade lower on New Year’s Eve
December 31, 2021
Tickers
COMP
SPX
Tags
ES00
YMH22
SPX
From
MarketWatch
Dow, S&P 500 poised for modest rise toward new records in 2021’s penultimate session
December 30, 2021
Tickers
BIIB
COMP
DIDI
JNJ
Tags
YM00
DIDI
YMH22
From
MarketWatch
Dow futures trade flat as stock market hunts for further gains in 2021’s final sessions
December 29, 2021
Tickers
COMP
SPX
Tags
DJIA
NQH22
ES00
From
MarketWatch
S&P 500 set to inch toward another record as stock futures move higher
December 28, 2021
Tickers
AAPL
COMP
SPX
Tags
YM00
COMP
CLG22
From
MarketWatch
January will be a huge month for these hard-hit stocks. Why now’s the time to load up on riskier names, says JPMorgan.
December 27, 2021
Tickers
AAL
AAPL
AMC
CCL
Tags
ES00
DXY
BX:TMUBMUSD10Y
From
MarketWatch
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