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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
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Tamar Advisors
Own Your Practice
Letter to Clients
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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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Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
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TAV Program
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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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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
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iShares Russell 2000 ETF
(NY:
IWM
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248.78
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Updated: 8:00 PM EDT, Mar 24, 2026
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Nasdaq Futures Rise As Broadcom Earnings, Fed Rate Cut Hopes Boost Mood — Job Report Now The Key Test
↗
September 05, 2025
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Market Monitor Trends and Breadth September 05 BMO - Market Breadth Surges Back After Early-Week Weakness
↗
September 05, 2025
Stronger advancing participation lifts breadth indicators into positive territory, reversing Tuesday’s deep setback.
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Wall Street Gains On Rate Cut Bets, GE Hits Record Highs: What's Moving Markets Thursday?
↗
September 04, 2025
Risk appetite returned to Wall Street on Thursday, as signs of labor market cooling in August cemented expectations that the Federal Reserve will begin cutting interest rates at its Sept. 17 meeting.
Via
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Market Monitor Trends and Breadth September 04 BMO - Market Breadth Rebounds, But Short-Term Indicators Remain Fragile
↗
September 04, 2025
After a sharp decline in participation at the start of the week, market breadth metrics showed some recovery on September 3. However, the rebound lacked conviction, and many short-term indicators still...
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Nasdaq, S&P 500 Futures Rise Ahead Of ADP Report — Spotlight Shifts To Tariff News, Broadcom Earnings
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September 04, 2025
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S&P 500, Nasdaq Futures Waver As Traders Brace For Nvidia Earnings, Economic Data
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August 27, 2025
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Small-Cap ETFs Just Became The Hot New Trade—Thanks To Powell
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September 03, 2025
Small-cap ETFs are attracting fresh investor interest as IWM pulls in $1.5B following Fed rate-cut hints, with other funds potentially next in line.
Via
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Alphabet, Apple Fuel Tech Rebound, Gold Defies Gravity: What's Moving Markets Wednesday?
↗
September 03, 2025
Wall Street staged a tentative rebound on Wednesday after two straight sessions of heavy tech losses, as rallies in Alphabet Inc.
Via
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Market Monitor Trends and Breadth September 03 BMO - Storm Clouds Gather Over Market Breadth
↗
September 03, 2025
After a brief recovery late last week, advancing stocks lost ground again on Tuesday, pushing breadth indicators back into weaker territory.
Via
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Dow, Nasdaq Futures Dip Ahead Of Consumer Data: Strategist Says Fed Has 'Turned The Corner' But Asks If Powell Will 'Cut Fast Enough'
↗
August 26, 2025
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Topics
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Dow Futures Dip, Nasdaq Aims Higher As Google Stock Pops On Antitrust Win — Strategist Flags Weak September Setup
↗
September 02, 2025
Among the economic catalysts for Wednesday’s session will be the Bureau of Labor Statistics’ Job Openings and Labor Turnover Survey results for July and the Federal Reserve’s Beige Book report.
Via
Stocktwits
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ETFs
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VIX Jumps 20% As Stocks Slump, Gold Tops Record Highs: What's Moving Markets Tuesday?
↗
September 02, 2025
Wall Street stumbled on Tuesday, with broad losses by midday in New York as investors turned risk-off amid mounting concerns over lofty valuations, seasonal headwinds and fiscal strains.
Via
Benzinga
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Dow, Nasdaq Futures Dip As Traders Brace For Jobs Data — Strategist Sees AI, Rate Cuts Powering S&P 500 To 8,000 By 2026
↗
September 02, 2025
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Stocks Fall, Gold Rallies, Silver Hits 24-Year Highs As Inflation Rises: What's Moving Markets Friday?
↗
August 29, 2025
Investor sentiment faded on Friday as a key inflation gauge closely watched by the Federal Reserve climbed to a five-month-high, casting fresh uncertainty over the timing of potential interest rate...
Via
Benzinga
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Dow, Nasdaq Futures Slide After Market Clocks Fresh Records — Strategist Says ‘AI Theme’ Remains Intact
↗
August 29, 2025
Federal Reserve Governor Christopher Waller said late Thursday that the central bank should cut the Fed funds rate now, but suggested that he would rely on incoming data to decide the pace and...
Via
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Artificial Intelligence
ETFs
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S&P 500 Breaks New Records But Nvidia Misses The Party: What's Moving Markets Thursday?
↗
August 28, 2025
The S&P 500 extended its spectacular rally to fresh record highs on Thursday, even as its most influential stock, Nvidia Corp.
Via
Benzinga
Topics
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Dow Futures Rise Ahead Of Inflation Data, But Nvidia Drags Tech — Strategist Warns Not To Bet On A September Fed Rate Cut Just Yet
↗
August 28, 2025
Investors pushed down Nvidia’s stock in overnight hours despite the artificial intelligence chip giant’s second-quarter beat and positive outlook.
Via
Stocktwits
Topics
Artificial Intelligence
ETFs
Economy
S&P 500 Tests Records Ahead Nvidia Results, MongoDB Rockets: What's Moving Markets Wednesday?
↗
August 27, 2025
Wall Street traded cautiously on Wednesday, with major indices little changed at midday as investors awaited NVIDIA Corp.‘s (NASDAQ:NVDA) second-quarter earnings after the bell.
Via
Benzinga
Topics
Stocks
Russell 2000 Hits 9-Month Highs, Bitcoin Drops Below $110,000: What's Moving Markets Tuesday?
↗
August 26, 2025
Investors are watching small caps heat up on an otherwise slow Tuesday morning, with the Russell 2000 climbing 1% and outpacing its larger peers, amid growing bets on a Fed rate cut next month.
Via
Benzinga
Topics
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Nvidia Rises, Wall Street Pauses As Oil Prices Jump To $65: What's Moving Markets Monday?
↗
August 25, 2025
Nvidia Corp. (NASDAQ:NVDA) is up 2% in midday trading Monday, moving within striking distance of its all-time high—now less than 2 percentage points away—as investors remain upbeat ahead of the...
Via
Benzinga
Top 5 ETFs and Stocks to Watch as the Fed Eyes Rate Cuts
↗
August 25, 2025
Powell’s dovish Jackson Hole remarks signal that the Fed could cut rates as early as September, with markets now pricing an 80% chance of a 25 bps cut.
Via
MarketBeat
Topics
ETFs
Economy
The 'Everything Rally' Is Back—Thanks To Powell's Risky Bet On Jobs
↗
August 25, 2025
Fed Chair Jerome Powell delivers dovish speech, signaling willingness to tolerate higher inflation to support labor market. Markets rally.
Via
Benzinga
Topics
Economy
S&P 500, Dow Futures Slip As Rate-Cut Euphoria Fades: Why This Strategist Says Buying At ‘All-Time’ Highs Isn’t Risky
↗
August 25, 2025
Last week, the S&P 500 Index, a measure of broader market performance, slipped for five straight sessions before rebounding sharply on Friday after Fed Chair Jerome Powell signaled a possible interest...
Via
Stocktwits
Topics
ETFs
Economy
Stocks
Equal Weight ETFs: Hidden Upside in Today’s Market
↗
August 23, 2025
The S&P 500 has reached a historical gap to the Equal Weight S&P 500, spelling some trouble could be ahead, here's how to cover your portfolio.
Via
MarketBeat
Topics
Bonds
ETFs
Stocks
Dow Hits Record Highs, Small Caps Soar On Powell's Shift: What's Moving Markets Friday?
↗
August 22, 2025
A strong rally erupted on Friday on Wall Street shortly after Federal Reserve Chair Jerome Powell delivered a notably dovish message during his highly anticipated speech at Jackson Hole.
Via
Benzinga
Topics
Economy
Stocks
Nasdaq, S&P 500 Futures Stutter As Market Awaits Powell Speech, Trump Announcement — Nvidia Stares At More Losses On Rumored H20 Order Pause
↗
August 22, 2025
Via
Stocktwits
Topics
Government
Stocks
Market Monitor Trends and Breadth August 22 BMO - Short‑Term Breadth Slips Again, Long‑Term Support Still Intact
↗
August 22, 2025
Market breadth continues to erode as short-term participation metrics decline for the third day in a row. While long-term structural indicators remain stable, short-term deterioration suggests caution...
Via
Chartmill
Tech Stocks Eye Third Day Of Losses, Walmart Sinks: What's Moving Markets Thursday?
↗
August 21, 2025
Technology stocks on the Nasdaq 100 were poised for a third consecutive day of losses Thursday, as investors continued to adopt a risk-off stance ahead of Federal Reserve Chair Jerome Powell's speech...
Via
Benzinga
Topics
Economy
Nasdaq, S&P 500 Futures Flat After QQQ Falls For 5th Session: All Eyes On Walmart Earnings, Jackson Hole Conference
↗
August 21, 2025
Via
Stocktwits
Topics
Stocks
Market Monitor Trends and Breadth August 21 BMO - Market Breadth Stabilizes After Recent Pullback
↗
August 21, 2025
After last week’s volatility, the latest breadth data suggests a rebalancing in market participation. The broader trend remains neutral, though a slight tilt toward weakness persists. Fewer new highs,...
Via
Chartmill
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