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home
about us
Investment Approach
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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
Services, Fees and Compensation
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Client Contact with Portfolio Manager(s)
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
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90.98
+0.72 (+0.80%)
Official Closing Price
Updated: 7:00 PM EDT, Apr 13, 2026
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HSBC’s Swiss Private Bank Hit By Money Laundering Probe, Q2 Profit Slumps
↗
July 30, 2025
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July 29, 2025
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History of Barclays PLC: From Quaker Roots to Global Banking Giant – Stock Overview (LSE:BARC)
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Barclays Stock Surges on Unexpected Profit Boost (LSE:BARC)
July 29, 2025
In a sharp turn that caught markets by surprise, shares of Barclays PLC (LSE:BARC) surged on Tuesday following the release of its latest earnings report, which revealed a significantly...
Via
MarketMinute
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AMD Raises AI Chip Price, Confident It Can Compete With Nvidia
↗
July 28, 2025
AMD stock rose Monday on reports that it has increased the price of its high-end AI chip in a show of confidence vs. Nvidia.
Via
Investor's Business Daily
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Government
Gold Prices Slip As Dollar Strengthens Following US-EU Trade Deal
↗
July 28, 2025
Spot gold prices slipped 0.1% to $3,335.39 per ounce at 04.53 a.m. ET, while the U.S. dollar index, which compares the greenback with a basket of currencies, advanced 0.5%.
Via
Stocktwits
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ETFs
Economy
Government
Is It Finally Time to Jump Off the BYD Bandwagon?
↗
July 26, 2025
Via
The Motley Fool
Topics
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Highest Ever for This International Stock ETF -- But Analysts Say It Has Room to Run
↗
July 22, 2025
Via
The Motley Fool
Topics
ETFs
World Trade
CoreWeave Stock Is Soaring Monday: What's Going On?
↗
July 21, 2025
CoreWeave (NASDAQ: CRWV) shares rise on announcement of $1.5B senior notes offering. Barclays maintains Equal-Weight rating while HSBC issues Reduce rating.
Via
Benzinga
CoreWeave Shares Slide After HSBC Initiates Coverage With Bearish Outlook
↗
July 18, 2025
CoreWeave Inc. (NASDAQ: CRWV) shares are trading lower Friday amid ongoing pressure following a bearish initiation report from HSBC on Friday.
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1 Artificial Intelligence (AI) Stock to Buy Before It Jumps 37%, According to a Wall Street Analyst
↗
July 18, 2025
Via
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AMD's Ryzen AI Max+ 395 Chip: A Powerhouse for Desktop AI That Positions AMD Stock as a Must-Have AI Investment
July 11, 2025
In the rapidly evolving landscape of artificial intelligence (AI), where on-device processing is becoming the new frontier, Advanced Micro Devices (NASDAQ:AMD) has emerged as a formidable player with...
Via
MarketMinute
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Artificial Intelligence
Broadcom Stock: HSBC Sets $400 Target on AI Growth Potential
↗
July 11, 2025
Broadcom just got a huge analyst upgrade that signals shares could rise more than 40%. However, with the stock at all-time highs, downside risk is in play.
Via
MarketBeat
Topics
Artificial Intelligence
Priya Nair To Become HUL’s First Woman CEO: Stock Rallies On Leadership Switch Ahead Of Q1 Earnings
↗
July 11, 2025
Currently, as the President of Beauty & Wellbeing at Unilever, London, Nair is responsible for a €13 billion portfolio that ranges across hair care, skin care, prestige beauty, health, and wellbeing.
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AMD Stock: HSBC Says It’s Catching Up To Nvidia – But Is It Really?
↗
July 11, 2025
Advanced Micro Devices Inc (AMD) closed higher on Thursday after HSBC analysts led by Frank Lee raised their price objective on the semiconductor firm to $200.
Via
Talk Markets
Stock Market Today: Nvidia Sets New Standard, Closes Above $4 Trillion Mark
↗
July 10, 2025
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Topics
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Stocks
Why AMD Stock Is Surging Today
↗
July 10, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Stocks
AMD Stock Is Rising Thursday: What's Going On?
↗
July 10, 2025
Shares of Advanced Micro Devices Inc. (NASDAQ:AMD) are trading higher Thursday afternoon after HSBC upgraded the stock from Hold to Buy and set a $200 price target.
Via
Benzinga
Why AMD (AMD) Stock Is Trading Up Today
July 10, 2025
Shares of computer processor maker AMD (NASDAQ:AMD) jumped 4.2% in the morning session after HSBC upgraded the stock and analysts expressed continued optimism about demand for artificial intelligence...
Via
StockStory
Topics
Artificial Intelligence
AMD Stock Upgraded To Buy On AI Chip Pipeline
↗
July 10, 2025
AMD stock rose after an analyst upgraded Advanced Micro Devices to buy from hold, citing the company's AI chip pipeline.
Via
Investor's Business Daily
Topics
Artificial Intelligence
Initial Public Offering
Stocks making big moves yesterday: CACI, Bank of America, First Solar, Merit Medical Systems, and JPMorgan Chase
July 09, 2025
Check out the companies making headlines yesterday:
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World Trade
Bank of America Falls After HSBC Downgrade, Citing Overvaluation And Economic Risks
↗
July 08, 2025
Bank of America Inc. (NYSE: BAC) shares are trading lower Tuesday after HSBC downgraded the stock from Buy to Hold.
Via
Benzinga
Why Bank of America (BAC) Stock Is Falling Today
July 08, 2025
Shares of financial services giant Bank of America (NYSE:BAC) fell 3% in the afternoon session after analyst at HSBC downgraded the stock to "hold" from "buy.". The downgrade was primarily driven by...
Via
StockStory
Topics
Artificial Intelligence
Government
World Trade
Why JPMorgan Chase (JPM) Stock Is Falling Today
July 08, 2025
Shares of global financial services giant JPMorgan Chase (NYSE:JPM) fell 3.5% in the afternoon session after a downgrade by analysts at HSBC to "Reduce" from "Hold.". The investment firm cited...
Via
StockStory
Topics
Artificial Intelligence
Economy
Rishi Sunak’s Return To Goldman Sachs Draws Warning From UK Watchdog
↗
July 08, 2025
Former U.K. Prime Minister Rishi Sunak’s appointment at Goldman Sachs at Senior Adviser marks his return to Wall Street more than two decades after leaving.
Via
Stocktwits
Integrated Cyber Solutions Welcomes Peter Buckley, Former Head of Cybersecurity at HSBC Canada, to Newly Formed Cyber Future Advisory Board, and Announces Engagement of Investor Relations Personnel, Entrance Into Debt Settlement, Adoption of Omnibus
July 08, 2025
VANCOUVER, British Columbia – July 8th, 2025 – Integrated Cyber Solutions Inc. (CSE:ICS) (OTCQB:IGCRF) (“ICS” or the “Company”) is pleased to announce the formation of its Cyber Future Advisory Board ,...
Via
PressReach
Topics
Artificial Intelligence
Affluent Investors Double Allocations to Alternative Investments, HSBC Investor Snapshot Finds
July 07, 2025
From
HSBC
Via
Business Wire
GCPL Rallies: SEBI RA Eyes ₹1,365 Target Amid Q1 Momentum, Technical Breakout
↗
July 07, 2025
Godrej Consumer Products surged 6% after a robust Q1 operational update. Brokerages retain ‘Buy’ calls, as double-digit growth potential emerges in both domestic and international markets.
Via
Stocktwits
Why AI Stock Broadcom Crushed It in June
↗
July 05, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Supply Chain
Singapore’s Emerging Fintech Platform Aegis Engages in Strategic Dialogue with Sampson, Chief Advisor of the Winao Global Fund I
July 02, 2025
Via
Press Release Distribution Service
Topics
Economy
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