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home
about us
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Firm ADV PDFs
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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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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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
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HSBC Holdings, plc. Common Stock
(NY:
HSBC
)
103.53
+0.68 (+0.66%)
Official Closing Price
Updated: 7:00 PM EDT, Aug 28, 2026
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IEFA focuses on established economies with higher dividend yield, while IXUS captures broader international exposure including emerging markets and Canada.
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Want to Buy ETFs With Samsung and SK Hynix? These 2 ETFs Can Deliver.
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Arm Stock Tumbles After HSBC Sounds Valuation Alarm
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Better Financial Sector ETF: European-Focused iShares EUFN vs. State Street KBE Targeting U.S. Banks
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EUFN delivered $2,580 on a $1,000 five-year investment versus KBE's $1,546, with lower volatility and a 4.10% dividend yield.
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Bank of Nova Scotia Stock: Could This Be the Next Banking Winner?
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The Bank of Nova Scotia (TSX:BNS) is turning things around this year.
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VYMI vs. VIGI: Which International Dividend ETF Is Better?
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Stacking Chips: The Hidden Supply Shock Fueling Intel
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TD Bank: It’s Been a Great Run, but I’ll Soon Part Ways
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HSBC Retreats From Higher-Risk Private Credit Bets
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Generic Fears Overdone? Gilead Stock Has More Room to Run, Analyst Says
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Better iShares Financial Sector ETF: EUFN's Europe Focus or IAT's U.S. Regional Banks
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Broader diversification and lower volatility set these two financial sector ETFs apart for investors seeking different risk and income profiles.
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Intuitive Surgical Is Down 28%, and Wall Street Is Piling On. Goldman Sachs Just Said Everyone Is Wrong -- and History Is on Its Side.
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IEFA vs. VXUS: Both Are Cheap. Both Are Broad. Here Is the Key Difference Long-Term Investors Need to Understand.
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These international stock ETFs from iShares and Vanguard are very different once you look under the surface.
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Why Adobe Stock Is Rising on Thursday
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July 02, 2026
Adobe Inc. (NASDAQ: ADBE) stock traded higher Thursday after HSBC upgraded the stock to Buy and a weak June jobs report shifted federal interest rate expectations.
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Hainan FTP marks 6-month milestone of special customs operations, signs deals during Hong Kong visit
June 29, 2026
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The Trust Threshold: The Majority of U.S. Investors Use AI To Explore, But Only 7% Say It Drove Their Last Major Decision
June 24, 2026
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The S&P 500 Is Up 9% in 2026. Wall Street Says the Stock Market Will Do This Next.
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June 24, 2026
Wall Street analysts anticipate more upside for U.S. stocks in the second half of 2026.
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4 Dividend Stocks to Buy and Hold for the Next 4 Years
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IEFA vs. EEM: Which International ETF Is Better for Long-Term Investors?
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June 17, 2026
Compare sector exposure, risk profiles, and top holdings to see how these two international ETFs stack up for portfolio diversification.
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Here's How Much You Would Have Made Owning HSBC Holdings Stock In The Last 5 Years
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June 12, 2026
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SPGM vs IEFA: Which Global Stock ETF Is the Better Buy?
↗
June 12, 2026
Sector allocations and regional focus set these ETFs apart for global investors. Explore how each fund's holdings shape risk and income potential.
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Vanguard vs iShares: Which is the Better International ETF?
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June 11, 2026
There is one key difference between these two leading international ETFs.
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