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about us
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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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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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TAF sm Program
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TAV Program
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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
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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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Compass, Inc. Class A Common Stock
(NY:
COMP
)
8.280
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EDT, Mar 13, 2026
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Weekly Market Outlook - Never Say Never
↗
July 11, 2021
Last week didn't just end on a high note. It ended as record-high closes for the NASDAQ as well as the S&P 500. We're one step closer to a major technical hurdle at least the S&P 500 and the Dow Jones...
Via
Talk Markets
Topics
Stocks
Stocks That Hit 52-Week Lows On Tuesday
↗
July 06, 2021
Tuesday morning, 51 companies reached new 52-week lows. Noteworthy Highlights: China Life Insurance Co (NYSE:LFC) was the largest company by market cap to set a new...
Via
Benzinga
These Were The Ten Biggest Ipos In Q2 2021
↗
July 04, 2021
The IPO market performed well last year despite the coronavirus pandemic slowing financial markets worldwide. The momentum continued this year, with Q2 being the busiest quarter since 2000.
Via
Talk Markets
Topics
Initial Public Offering
Bubble Update: Breakout Holding
↗
June 29, 2021
Taking a look at today's stock market.
Via
Talk Markets
Bubble Update: Breakout
↗
June 24, 2021
An update on the stock market.
Via
Talk Markets
Nasdaq 100 Forecast: Index Slices Through 50-Day EMA
↗
May 11, 2021
The market could use a nice correction, but that will only end up being a buying opportunity.
Via
Talk Markets
Stocks That Hit 52-Week Lows On Friday
↗
July 02, 2021
Before 10 a.m. ET on Friday, 43 companies set new 52-week lows. Points of Interest: Autohome (NYSE:ATHM) was the largest firm by market cap to set a new 52-week low...
Via
Benzinga
Redfin vs. Compass: Which Is the Better Real Estate Technologist Stock?
↗
June 27, 2021
The two tech-enhanced real estate brokerages have a lot to gain in the next decade.
Via
The Motley Fool
Topics
Initial Public Offering
Market Briefing For Wednesday, Jun. 23
↗
June 23, 2021
The attractiveness of stocks and sectors vary so widely now, that most bull / bear debates are somewhat academic, even though logic for a correction is there.
Via
Talk Markets
Is Tech The Canary In The Coal-Mine For The Coming Inflationary Crisis?
↗
May 10, 2021
The Tech Boom appears to be over. From the March 2020 lows, Tech was a major leader in the markets.
Via
Talk Markets
Large Caps Turn South - Russell 2000 Remains Range Bound
↗
June 21, 2021
We are seeing more definition in the trend direction for some indices, but even with Friday's losses, a more likely outcome for the weeks ahead is sideways trading with May lows a potential support...
Via
Talk Markets
ETF Battles: ARKK VS KOMP – Which Growth ETF Is The Winning Choice?
↗
June 20, 2021
In this episode of ETF Battles you’ll see the ARK Innovation ETF vs. the SPDR S&P Kensho New Economies Composite ETF. Both ETFs own stocks tracking high growth trends like clean energy, genomics, and...
Via
Talk Markets
Topics
Stocks
Nasdaq 100 Forecast: Index Pulls Back to Big Handle Again
↗
June 16, 2021
I suspect that the biggest thing happening in the Nasdaq is that traders are trying to get flat ahead of the Fed announcement at the end of the session on Wednesday, as monetary policy will obviously...
Via
Talk Markets
Topics
Economy
Russell 2000 Set Up For Breakout
↗
June 14, 2021
Friday didn't offer a whole lot for Large Caps or Tech Indices; volume was down and the net position for the indices was unchanged. The Nasdaq is caught below internal base resistance.
Via
Talk Markets
Why Compass Stock Lost 29% in May
↗
June 09, 2021
Shares of the real estate brokerage fell as the IPO cooled off and its first earnings report underwhelmed.
Via
The Motley Fool
Topics
Initial Public Offering
Rally Returns Losses, But Resistance Remains
↗
June 07, 2021
The Nasdaq is still underneath trendline resistance, but above its 50-day MA. Technicals are mixed with the 'sell' triggers in On-Balance-Volume and ADX offset by bullish technicals for the MACD and...
Via
Talk Markets
The Weeknd’s “Save Your Tears” Stock Market (And Sentiment Results)
↗
May 20, 2021
At the beginning of the year, we laid out the case for a 2013/2017 type market that would have a handful of small pullbacks (3-5%) on the S&P 500. So far that has held true, and the short-term panic...
Via
Talk Markets
Topics
Stocks
Soaring CPI Shocks Clueless Investors And Economists
↗
May 14, 2021
Disincentivizing people from jobs is not good for the economy. Dogecoin traders buy the rumor and sell the fact on Elon Musk SNL appearance.
Via
Talk Markets
Topics
Economy
A Return Of Inflation Fear Drags The Stock Indices
↗
May 11, 2021
This strong fear of an upturn in inflation has infected the rest of the world stock markets, which today are trading in the red with declines of more than 2%. T
Via
Talk Markets
Weak Bounce For Nasdaq; S&P Breakout
↗
May 10, 2021
The S&P managed to break to a new closing high; helped by bullish technicals - except for the MACD.
Via
Talk Markets
Topics
Stocks
Earnings Scheduled For May 12, 2021
↗
May 12, 2021
Companies Reporting Before The Bell • PolyPid (NASDAQ:PYPD) is estimated to report earnings for its first quarter. • Boyd Gaming (NYSE:BYD) is projected to report...
Via
Benzinga
Nasdaq Closes Below Support To Signal Correction
↗
May 05, 2021
Yesterday big cap technology stocks and fad plays that make up such things like the ARKK ETF fell apart on big selling. However, the DOW managed to close in the green even though the Nasdaq dropped...
Via
Talk Markets
Nasdaq Reverses Breakout
↗
May 03, 2021
After edging a breakout last week in a move which suggested a new rally was about to begin, instead, the breakout stalled out and came back to its 20-day MA. The reversal came with a MACD trigger...
Via
Talk Markets
Seasonal Trends, Earnings Trends… Weekly Nifty 9
↗
May 03, 2021
In this week's Nifty 9 Market Must Knows, we explore the latest market and earnings trend in order to decipher the path forward for investing and planning amongst investors and traders alike.
Via
Talk Markets
Market Briefing For Wednesday, Apr. 28
↗
April 28, 2021
Tactical behavior requires no change whatsoever. Just recognize that signs of an impending 'big-cap' correction are rising, with less erosion probably in a slew of small-cap stocks that have already...
Via
Talk Markets
Investors Are Cautious Ahead Of The FOMC And The Continuation Of The Reporting Season
↗
April 27, 2021
On Monday, American indices remained at about the same level, but optimism for the further continuation of the uptrend remains. European indices remain positive as well.
Via
Talk Markets
Why These 3 Compass Stock Analysts Are Bullish
↗
April 26, 2021
More than three weeks have passed since the New York City-based real estate brokerage Compass Inc (NYSE: COMP) started publicly trading, and three leading analysts are initiating...
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For April 26, 2021
↗
April 26, 2021
Upgrades Susquehanna upgraded the previous rating for Axalta Coating Systems Ltd (NYSE:AXTA) from Neutral to Positive. The current stock performance of Axalta Coating Sys...
Via
Benzinga
Friday's Gains Closes Week On Positive Note
↗
April 26, 2021
It was a positive finish to the week with indices undoing Thursday's losses. All markets are well placed to post gains. The Nasdaq is working on a bullish handle trading above the last swing high.
Via
Talk Markets
7 Monster Market And Earnings Predictions For The Week Of April 26
↗
April 25, 2021
This will be one of the busiest weeks of the year, with an FOMC meeting and many mega-cap companies’ earnings on the horizon. It could be one of those weeks that extends the recent rally or reverses...
Via
Talk Markets
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