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Brochure Supplement Dominick Savo
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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
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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
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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)
TAF® Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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TAF
Event Schedule
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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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Energy Select Sector SPDR
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Geopolitics, Tariffs, Supply Glut: What's Next For Oil ETFs?
↗
March 06, 2025
Energy sector faces investor scrutiny due to recent developments. ETFs like XLE, VDE, and UNG offer exposure to energy companies amid market uncertainty.
Via
Benzinga
Topics
ETFs
Trade Turmoil, Oil Slides: What's Driving Markets Thursday?
↗
March 06, 2025
All three major indices remain in the red midday Thursday, after trimming earlier losses which saw the Dow Jones down more than 600 points at session lows. The major averages lost more than 2% this...
Via
Benzinga
Topics
Stocks
Oil Prices Hit Multi-Year Lows As OPEC+ Production, Tariffs Weigh On Market
↗
March 06, 2025
West Texas Intermediate crude oil prices have fallen 6% over the past month to reach multi-year lows on Wednesday. Several factors, including trade policies and OPEC+ production increases, contributed...
Via
Benzinga
Leading And Lagging Sectors For March 6, 2025
↗
March 06, 2025
Via
Benzinga
SPDR ETF Report For Wednesday, March 5
↗
March 05, 2025
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Wednesday, March 5.
Via
Talk Markets
Topics
ETFs
Stocks / Equities
Selling Rallies Is The Path To Profits Here
↗
March 05, 2025
High volatility in a rally is a sign that you shouldn’t trust the “bounce”.
Via
Talk Markets
Topics
ETFs
Futures
Stocks / Equities
Why Exxon Mobil (XOM) Stock Hit A New 52-Week Low Today
↗
March 05, 2025
Exxon Mobil shares are down 2% Wednesday afternoon. Shares of energy and petroleum stocks are trading lower as oil prices drop after US inventories rose by 3.6 million barrels.
Via
Benzinga
Chevron Meeting Takeaways: Goldman Sachs Analyst Highlights Expectations For Volume And FCF Inflection
↗
March 05, 2025
Goldman Sachs analyst Mehta discusses Chevron's operational updates, cost reduction initiatives and free cash flow.
Via
Benzinga
Wall Street Awaits Trump's Tariff Decision, Digests Mixed Economic Data: What's Driving Markets Wednesday?
↗
March 05, 2025
The three major indices were mostly flat in midday trading Wednesday with the S&P 500 and Nasdaq slightly under the flatline and the Dow Jones up 39 points.
Via
Benzinga
Topics
Government
Stocks
Trump Bump Turns Into A Slump: SPY Sinks As S&P 500 Erases Post-Election Gains
↗
March 05, 2025
Small caps, once darlings of the so-called "Trump trade," are crumbling. The Russell 2000 soared 5.84% after Election Day. Now it's down 8%.
Via
Benzinga
Topics
Government
Stocks
Leading And Lagging Sectors For March 5, 2025
↗
March 05, 2025
Via
Benzinga
What Stagflation Means For Investors and These Stocks
March 05, 2025
Stagflation risks are starting to trickle into the market's sentiment and narrative, and investors need to understand what that means for them.
Via
MarketBeat
Topics
Economy
SPDR ETF Report For Tuesday, March 4
↗
March 05, 2025
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Tuesday, March 4.
Via
Talk Markets
Topics
ETFs
Stocks / Equities
Phillips 66 Stock In Spotlight After Elliott Nominates 7 Directors, Retail Confidence Stays Low
↗
March 04, 2025
The activist investor’s nominees include John Pike, who is leading the campaign, as well as former executives at ConocoPhillips and Exxon Mobil.
Via
Stocktwits
Stocks Drop As Trade War Escalates: What's Driving Markets Tuesday?
↗
March 04, 2025
U.S. stocks plunged Tuesday as President Donald Trump‘s tariffs on key trade partners came into effect, prompting retaliatory measures and intensifying global trade tensions.
Via
Benzinga
Topics
World Trade
Leading And Lagging Sectors For March 4, 2025
↗
March 04, 2025
Via
Benzinga
Williams Stock In Spotlight On $1.6B Investment For New Energy Infrastructure Project, Retail’s Bullish
↗
March 03, 2025
The company said the project is backed by a 10-year, primarily fixed-price power purchase agreement, with an option for its investment-grade customer to extend it.
Via
Stocktwits
Oil Stocks Feel The Heat As OPEC+ Proceeds With Production Raise, Retail’s Still Bullish
↗
March 03, 2025
According to multiple media reports, the group would raise production by 138,000 barrels per day in April.
Via
Stocktwits
Tesla Rebounds While Tariffs Weigh On Manufacturing: What's Driving Markets Monday?
↗
March 03, 2025
Stocks fell broadly on Monday to start the month of March with all three major indices red in midday trading. Investors digested a decline in February's ISM Manufacturing PMI data which fell to 50.3%,...
Via
Benzinga
Leading And Lagging Sectors For March 3, 2025
↗
March 03, 2025
Via
Benzinga
Energy Markets Volatile As Trump, Vance Clash with Zelenskyy Over Ukraine Aid
↗
February 28, 2025
A White House clash between Trump, Vance and Zelenskyy over Ukraine aid sparked energy market gains. Rising geopolitical tensions pushed oil prices and energy stocks higher.
Via
Benzinga
Topics
Government
Nvidia, Tesla Lead Tech Stock Rebound: What's Driving Markets Friday?
↗
February 28, 2025
Stocks recovered on Friday, with all three major indexes in the green, as the tech sector bounced back from Thursday's losses with NVIDIA Corp. (NASDAQ:NVDA) up 1.37% and Tesla, Inc. (NASDAQ:TSLA)
Via
Benzinga
Leading And Lagging Sectors For February 28, 2025
↗
February 28, 2025
Via
Benzinga
EOG Resources Stock Falls As Q4 Revenue Falls Short Of Expectations, Retail Remains Skeptical
↗
February 27, 2025
Its free cash flow fell to $1.28 billion from $1.48 billion in the year-ago quarter.
Via
Stocktwits
When Bad News Isn’t: 10 Great Stocks In Two Sectors
↗
February 27, 2025
There are signs of trouble ahead, like economic slowdown and resurgent inflation, but also signs of strength, like healthy demand - at least in some places.
Via
Talk Markets
Topics
Bonds
ETFs
Economy
Trump's Tariffs, Potential 'Stagflation': What's Driving Markets Thursday?
↗
February 27, 2025
The S&P 500 and Nasdaq both slipped into the red, reversing early gains on Thursday, while the Dow Jones remained in positive territory in midday trading.
Via
Benzinga
Topics
Government
Stocks
Leading And Lagging Sectors For February 27, 2025
↗
February 27, 2025
Via
Benzinga
Chevron In Spotlight After US Rescinds License To Export Oil From Venezuela, Retail Sits On The Fence
↗
February 27, 2025
The U.S. President said the decision was taken partly because Venezuelan President Nicholas Maduro failed to meet the agreement’s electoral conditions.
Via
Stocktwits
Nvidia Earnings On Deck, SMCI Regains Compliance: What's Driving Markets Wednesday?
↗
February 26, 2025
All three major indices were green in midday trading Wednesday as the S&P 500 and Nasdaq 100 looked to snap their four-day losing streaks. NVIDIA Corp.
Via
Benzinga
Leading And Lagging Sectors For February 26, 2025
↗
February 26, 2025
Via
Benzinga
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