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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
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Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
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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
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TAF® Program
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Investing During Uncertain Times
Read FULL Seminar Here
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Markets Bubble Update: Breakout Holding
↗
November 02, 2021
A review and update on the stock market.
Via
Talk Markets
Tuesday Talk: New Month, New Highs
↗
November 02, 2021
Both the S&P 500 and the Dow Jones Industrial Average ended the day with new closing highs on Monday. The Nasdaq Composite also made a good showing and activity in the small caps pulled the Russell...
Via
Talk Markets
Topics
Stocks
S&P 'Gravestone doji' negated - index rallies continue
↗
November 01, 2021
Friday maintained the good form of indices, the S&P did particularly well as it finally cleared the spike high and managed to register an accumulation day by the close of business.
Via
Talk Markets
Topics
Stocks
Weekly Commentary: Losing Control
↗
October 31, 2021
Tesla’s market capitalization surpassed $1.1 TN this week, the first junk-rated company with a trillion-dollar valuation. Now the richest individual in the world, Elon Musk’s wealth this week reached a...
Via
Talk Markets
End of Day Financial Report For Tuesday, Oct. 26
↗
October 27, 2021
Ira Epstein reviews the day's trading in the Financial markets for the trading day just ended, Tuesday, October 26.
Via
Talk Markets
Nasdaq 100 Forecast: Sitting Right On Uptrend Line
↗
August 12, 2021
The NASDAQ 100 initially tried to rally on Wednesday but gave back the gains as the market continues to look a bit sloppy.
Via
Talk Markets
Understanding Compass's Unusual Options Activity
↗
August 04, 2021
On Wednesday, shares of Compass (NYSE:COMP) saw unusual opt...
Via
Benzinga
Bubble And Commodity Update: The Next Volatility Event
↗
July 19, 2021
An update on the stock and commodity market.
Via
Talk Markets
Thursday Thrust – Limitless Debt Re-Energizes the Market
↗
October 07, 2021
The Republicans offered a short-term debt-limit extension – so the Government won't go Bankrupt until December! That's certainly worth celebrating and the indexes are up 1% pre-market.
Via
Talk Markets
Topics
Bankruptcy
NASDAQ 100 Forecast: Bounce Back Towards Previous Trendline
↗
October 06, 2021
I think the one thing you can probably count on is a lot of chop between now and the end of the week, but I do not think we are going to see a massive move one way or another in the Nasdaq.
Via
Talk Markets
Weekly Market Outlook - Stocks Are Playing Too Much Defense to Even Worry About Playing Offense Here
↗
October 04, 2021
The week ended on a high note, reversing the selloff that lasted through the very end of November to get October started on a bullish foot. But, even with Friday's sizable gains the stock market...
Via
Talk Markets
S&P Pushes Lower As Russell 2000 Tags 200-Day Ma For A Third Time In Two Months
↗
October 01, 2021
The S&P followed through on its continuation pattern by delivering a solid red candlestick lower. Those big red candlesticks have also come with the bearish distribution. The next stop is the 200-day...
Via
Talk Markets
Topics
Stocks
Market Briefing For Thursday, Sept. 30
↗
September 30, 2021
The month will likely be the most down for the Indexes in over a year. There is no surprise having warned of August, September and October.
Via
Talk Markets
Nasdaq 100 Forecast: Rally Into The Weekend
↗
July 12, 2021
The Nasdaq should continue to see plenty of momentum chasing, and it is only a matter of time before we break the 15,000 level.
Via
Talk Markets
A Deep Dive Into Compass
↗
September 28, 2021
This company leverages technology to disrupt the real estate brokerage business.
Via
The Motley Fool
Weekly Market Outlook - The Dead Cat Bounce Didn't Get Stocks Back Over the Hump
↗
September 27, 2021
As expected, stocks bounced back hard from Monday's (9/20) meltdown. As was feared, however, the rebound effort didn't actually get the market back above some key lines in the sand.
Via
Talk Markets
S&P 500 50-Day Once Again Defended As Fed Readies To Taper/Tighten
↗
September 27, 2021
The 50-day on the S&P 500 was once again defended. Households’ equity exposure will hit another high in 3Q, even as margin debt jumped to yet another record in August. Amidst these signs of excesses,...
Via
Talk Markets
Topics
Economy
Stocks
Indices Attempt Support Rally
↗
September 17, 2021
Markets aren't exactly powering higher but there is an attempt to develop some form of swing low. The Nasdaq has the clearest opportunity.
Via
Talk Markets
Russell 2000 Attempts To Stall The Decline As Indices Find Support
↗
September 14, 2021
A mixed bag for the indices as it was left to the Russell 2000 to try and extract some positives on the day.
Via
Talk Markets
Nasdaq Leads As Dow Maintains Breakout
↗
September 06, 2021
The Nasdaq managed to emerge with a small gain on Friday which was enough to return the index to its leadership roll. Technicals are net positive and despite Friday's lower volume it remains well...
Via
Talk Markets
Topics
Stocks
Nasdaq Prediction: Inexorable Rise Continues Despite Uncertainty
↗
September 01, 2021
The Nasdaq is on a roll and there’s no doubt about that. It is currently trading at the 15,640 mark which means another session that continues markedly positive. It is looking increasingly likely that...
Via
Talk Markets
If You Don't Know This Real Estate Disruptor, You're Missing Out
↗
August 28, 2021
eXp is redefining how homes are sold by making top agents an offer they can't refuse.
Via
The Motley Fool
Nasdaq, Nasdaq 100 At New Highs, A-D Lines Acting Different
↗
August 26, 2021
The Nasdaq Composite and Nasdaq 100 are at new highs, but their A-D lines are acting different – in confirmation with the latter but not the former. Once again, it is a case of the soldiers not falling...
Via
Talk Markets
Topics
Stocks
Tomorrow, Tomorrow, We Love You Tomorrow
↗
August 26, 2021
Today’s marks four days in a row that where up, can it make to five? If five days up in a row, this points to the conclusion that the market will be higher within five days 85% of the time for an...
Via
Talk Markets
8 Monster Stock Market Predictions – The Week Of August 22 Edition
↗
August 22, 2021
Stocks managed to bounce back on Friday, with the S&P 500 climbing by around 80 bps and the Nasdaq Qs rising by just over 1%. Not much changed in our model, with the recent highs serving as a potential...
Via
Talk Markets
Topics
Stocks
Tuesday Talk: Tread, Turmoil and Churn
↗
August 17, 2021
Amidst the tumultuous headlines coming from Afghanistan, the markets maintained their slightly upward churns on Monday. The S&P 500 closed at 4,480, up 0.26%, the Dow closed at 35,625, up 0.31% and the...
Via
Talk Markets
Topics
Stocks
Compass, Inc. (COMP) Q2 2021 Earnings Call Transcript
↗
August 09, 2021
COMP earnings call for the period ending June 30, 2021.
Via
The Motley Fool
Topics
Earnings
Wednesday Is Pivotal Day, Made So By Mixed Earnings Responses From Majors
↗
July 28, 2021
Does the dog wag the tail, or does the tail wag the dog? In stock market terms, are the big names like Alphabet and Apple ultimately steered by the broad market, or do they set the tone? It's arguably...
Via
Talk Markets
Did Small-Caps Just Bottom?
↗
July 26, 2021
This week we take a look at the conflicting data of horrid breadth and new all-time highs. We discuss the buyback outlook and low costs of capital, go through the latest earnings guidance and margin...
Via
Talk Markets
Tuesday Talk: Higher And Higher, Baby
↗
July 13, 2021
Stocks on Wall Street started the week moving even higher. The S&P 500 closed at 4,385, up 15 points, the Nasdaq Composite closed at 14,733, up 32 points, and the Dow Jones Industrial Average closed up...
Via
Talk Markets
Topics
Stocks
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