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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
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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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)
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Additional Information
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Market Value Securities (MVS sm) Presentation
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Investing During Uncertain Times
Read FULL Seminar Here
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Wall Street Trims Losses As Boeing Eyes Best Week In Nearly 2 Years: What's Driving Markets Friday?
↗
March 21, 2025
Wall Street remains in the red heading into the end of the week, with major indexes posting modest midday losses in New York, though well off the session’s earlier lows.
Via
Benzinga
Leading And Lagging Sectors For March 21, 2025
↗
March 21, 2025
Via
Benzinga
Chevron Draws Retail Chatter As Reports Indicate Likely Extension Of Venezuela Oil License, Retail Chatter Grows
↗
March 21, 2025
The report said Chevron CEO Mike Wirth discussed a possible extension during a meeting on Wednesday with President Donald Trump.
Via
Stocktwits
We Must Meet That Demand - The Energy Report
↗
March 20, 2025
Some attribute the recent energy price decrease to an economic slowdown; the market is responding to a more efficient regulatory environment.
Via
Talk Markets
Topics
Commodities
Leading And Lagging Sectors For March 20, 2025
↗
March 20, 2025
Via
Benzinga
Strike Pause Drop - The Energy Report
↗
March 19, 2025
The 30-day energy infrastructure truce immediately lowered prices on global markets.
Via
Talk Markets
Topics
Commodities
Oil Prices Ease: What It Means For Energy ETFs, Investors
↗
March 19, 2025
Oil prices fell 1% due to geopolitical change and economic uncertainty. Diplomatic talks and sanctions relief could impact Russian oil output.
Via
Benzinga
Topics
ETFs
Leading And Lagging Sectors For March 19, 2025
↗
March 19, 2025
Via
Benzinga
Oil Prices Slip, Energy Stocks Pause As Trump-Putin Call Signals Ukraine Ceasefire Progress
↗
March 18, 2025
Oil prices fell after Trump-Putin call discussed potential ceasefire in Ukraine. Energy stocks paused after recent rally, while natural gas stocks outperformed.
Via
Benzinga
Topics
Energy
Wall Street Falters, Magnificent Seven Hit 7-Month Lows, Gold Rockets On Haven Demand: What's Driving Markets Tuesday?
↗
March 18, 2025
Volatility returned to Wall Street on Tuesday, with all major indexes trading in negative territory by midday in New York.
Via
Benzinga
EXCLUSIVE: The Mag 7 Slowdown - A 'More Durable Transition' Or Just Another Blip?
↗
March 18, 2025
Tech's dominance is facing challenges as earnings gap with broader market narrows, prompting investors to seek opportunities in other sectors.
Via
Benzinga
Leading And Lagging Sectors For March 18, 2025
↗
March 18, 2025
Via
Benzinga
The Smart Way To Play China’s Big Week
↗
March 17, 2025
In China, the prospect of the next round of stimulus is the exclusive driver for equities.
Via
Talk Markets
Topics
ETFs
Stocks / Equities
Get Ready For The “Great Reflation” This Week
↗
March 17, 2025
It’s important to realize that some of the biggest rallies in stocks often occur during bear trends. These come from short squeezes.
Via
Talk Markets
Topics
Stocks / Equities
Wall Street Wavers On Mixed Retail Sales, Nvidia Falls Ahead Of GTC AI Conference, Intel Rallies: What's Driving Markets Monday?
↗
March 17, 2025
Stocks were little moved during midday Monday trading in New York, as a mixed retail sales report failed to generate a bullish response from investors.
Via
Benzinga
Topics
Artificial Intelligence
Leading And Lagging Sectors For March 17, 2025
↗
March 17, 2025
Via
Benzinga
Weekly Market Pulse: A Discounting Mechanism
↗
March 17, 2025
For the last 36 months, interest rates and the dollar have been remarkably stable, as has economic growth.
Via
Talk Markets
Topics
Bonds
Currencies/Forex
Stocks / Equities
Wall Street Bounces Back As Shutdown Risks Fade, Stocks Eye Strongest Day In 4 Months: What's Driving Markets Friday?
↗
March 14, 2025
Stocks staged a sharp rebound on Friday as concerns over a potential government shutdown eased after Senate Minority Leader Chuck Schumer (D-NY) opted not to veto a Republican sp
Via
Benzinga
Give Peace A Chance - The Energy Report
↗
March 14, 2025
Via
Talk Markets
Topics
Commodities
Leading And Lagging Sectors For March 14, 2025
↗
March 14, 2025
Via
Benzinga
Picking A Path With S&P 500 Sectors
↗
March 13, 2025
Against this backdrop, the S&P 500® exhibited striking bouts of intraday volatility yet finished the month in negative territory.
Via
Talk Markets
Topics
Stocks
Stocks / Equities
Alpha Buying: Navigating the Complex Future of Oil Under Trump's Policy Push
↗
March 13, 2025
Via
Benzinga
Topics
Government
Leading And Lagging Sectors For March 13, 2025
↗
March 13, 2025
Via
Benzinga
Gold Rally vs. Oil Surge: Where Investors Are Betting Next
March 13, 2025
Gold bulls should be aware of some of the market shifts happening right now, as a potential pullback could be in the works for them.
Via
MarketBeat
Topics
Bonds
ETFs
Economy
Leading And Lagging Sectors For March 12, 2025
↗
March 12, 2025
Via
Benzinga
Leading And Lagging Sectors For March 11, 2025
↗
March 11, 2025
Via
Benzinga
Nasdaq, S&P 500 Hit 6-Month Lows As Recession Fears Grow: What's Driving Markets Monday?
↗
March 10, 2025
Stocks extended last week's losses on Monday as concerns over the U.S. economy continue to weigh on the market. The Nasdaq 100 saw the steepest declines, with Tesla, Inc. (NASDAQ:TSLA) and Palantir...
Via
Benzinga
Topics
Economy
Stocks
Energy and Basic Materials Sectors Will Dominate in 2025
March 10, 2025
Put option buyers might have just bet the wrong way about the energy and basic materials sectors, where investors can profit.
Via
MarketBeat
Topics
ETFs
Economy
Nasdaq Falls Into Correction As Tariffs Roil Wall Street: What's Moving Markets Friday?
↗
March 07, 2025
All three major indices were red in Friday’s midday trading, with the S&P 500 and Nasdaq 100 down 1% and 1.24%, respectively, and on track for their worst weeks since September 2024.
Via
Benzinga
Leading And Lagging Sectors For March 7, 2025
↗
March 07, 2025
Via
Benzinga
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2
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