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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
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TAF sm 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
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Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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Event Schedule
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TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
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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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State Street SPDR S&P Retail ETF
(NY:
XRT
)
86.95
+2.45 (+2.90%)
Official Closing Price
Updated: 8:00 PM EDT, Apr 17, 2026
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Boyz To Men-Step Back To Small Caps & Growth Stocks
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August 23, 2023
The Q2 2023 blended earnings growth estimate now stands at 19.4%.
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Finding And Trading Instrument Bottoms
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September 12, 2023
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Consumer Confidence Wavers: Will Retail Stocks Face A Reckoning?
↗
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Thoughts For Thursday: Oil Prices Bring On The Blues
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Looking for something to put a damper on good economic news, the market seems to have found it in concerns about lower Saudi and Russian oil production.
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Technical Correction Or Return Of The Bear Market?
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September 06, 2023
The QQQ chart right now has a few key aspects.
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It’s Really All About the Retail Sector Now
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September 05, 2023
Should XRT break the July calendar range low, we will once again be talking about the 80-month moving average or the 6–7-year business cycle low.
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5 Ways to Play Retail that will Profit in 2023
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The retail environment is shifting, but not all is lost. The group has clear winners that can provide healthy returns for investors.
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Reversal Creeping In
↗
August 29, 2023
The optimistic S&P 500 valuation at roughly 18 times forward earnings, has quite a serious competitor in Treasuries yielding handsomely, for quite a while.
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3 Winning Retail Stocks Income Investors Can Rely On
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These retailers are outperforming and driving solid returns for shareholders. Secular trends support each, and they pay healthy dividends.
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Q2 2023 U.S. Retail Scorecard - Thursday, Aug. 24
↗
August 24, 2023
Of the companies that have reported their quarterly results so far, 62% announced revenue that exceeded analysts’ expectations and the remaining 38% reported that their revenue fell below analysts’...
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The retail sector has started to rebound, but these three underperforming retail stocks for August seemingly can't adapt to changing times.
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July 6-Month Calendar Range Called The Shots
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There Is No New Bull Market in Retail Stocks, And Target (TGT) Stock Proves It
↗
August 16, 2023
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Q2 2023 U.S. Retail Scorecard – Update
↗
August 15, 2023
U.S. retail sales received a boost from online promotions in July. U.S. mall stores online become significantly more promotional.
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Q2 2023 U.S. Retail Preview: Services Continue To Outperform Retail
↗
August 14, 2023
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Walmart Or Target? Ahead of Retail Earnings, Jim Cramer Says Stick With This FAANG Stock When In Doubt
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August 14, 2023
Ahead of earnings reports from Walmart and Target, Jim Cramer reflected on investor dilemma between the two stocks but recommended a third one.
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Retail Earnings Looming: What To Expect
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ETFs To Benefit & Lose From Higher Oil Price
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AskSlim Market Week - Friday, July 28
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July 28, 2023
Technical and cycle analysis, and market commentary.
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Tipping Point: Is Amazon’s Sizzling Stock Ready to Cool Down?
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July 27, 2023
AMZN stock has been heating up in 2023, but several signs point to Amazon being ready for a turnaround. Here's what to watch.
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