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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
member log-in
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
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Investing During Uncertain Times
Read FULL Seminar Here
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Bud Light's New Marketing Campaign Keeps It Competitive Among Conservative Cannabis Investments
↗
June 24, 2023
Bud Light is still fighting back against a boycott but BUD is still near the top in the performances of our six Conservative Cannabis Stock investments index.
Via
Talk Markets
Our 3 Favorite Consumer Staples Stocks
↗
June 23, 2023
The consumer staples sector is home to some of the world’s most well-known dividend growth stocks.
Via
Talk Markets
Cramer Calls Tech Giant A 'Great' Long-Term Play, But In The Short Term It's Just 'Too Hot'
↗
June 22, 2023
On CNBC’s "Mad Money Lightning Round," Jim Cramer said British American Tobacco p.l.c. (NYSE: BTI) is a "cheap stock. I’ll tell you, I actually like some of the things that Philip Morris International...
Via
Benzinga
Boycott Of Bud Light (BUD) Over: Conservative "Cannabis" Stock Index Continues To Advance
↗
June 18, 2023
Despite the waning boycott of Anheuser-Busch InBev's Bud Light brand. BUD's stock was up 5.5% last week and is now up 9.0% month-to-date. Amidst generally dismal cannabis market performance, BUD still...
Via
Talk Markets
This Dividend Giant Is Yielding 8.8%: Should You Buy?
↗
June 07, 2023
Income investors could do well owning this beaten-down sin stock -- but it doesn't come without risks.
Via
The Motley Fool
Buy This Undervalued Stock Before Everyone Else Does
↗
May 30, 2023
Analysts think the tobacco juggernaut could have major upside in the next 12 months.
Via
The Motley Fool
How Is The Market Feeling About British American Tobacco?
↗
May 17, 2023
Via
Benzinga
British American Tobacco Picks Tadeu Marroco As CEO
↗
May 15, 2023
Via
Benzinga
My 3 Favorite Stocks Right Now
↗
June 16, 2023
There are some great opportunities amid this recent market rally.
Via
The Motley Fool
High-Yield And Attractively Valued Dividend Stocks
↗
June 12, 2023
A look at some of the high dividend yields that are available currently, which provide both a solid income and appreciation potential.
Via
Talk Markets
Boycott Over: Conservative "Cannabis" Stock Index Rebounds In June
↗
June 10, 2023
Boycotts tend to be short-lived, without long-term effect, and that has proven to be the case with BUD and other constituents in the Conservative
Via
Talk Markets
BUD Declined Dramatically In May And Again Last Week
↗
June 05, 2023
The Conservative
Via
Talk Markets
Summary Of 6 Conservative "Cannabis" Stock Performances In May
↗
June 02, 2023
If you are reluctant to invest directly in either Canadian (-43.7% YTD) or American (-18.9% YTD) cannabis stocks then consider investing in those companies that have major financial investments in...
Via
Talk Markets
My, Oh My: This 8.5% High-Yield Dividend Stock Is a Magnificent Buy
↗
June 02, 2023
A potential 20% annual investment returns make this stock a could-be market-beater.
Via
The Motley Fool
7 Consumer Stocks to Buy and Hold for the Long Haul
↗
May 29, 2023
For steady dividends and price appreciation, consider adding these seven best long-term consumer stocks to your portfolio.
Via
InvestorPlace
Largest Canadian Cannabis Companies Collapsed 16%, On Average, This Week
↗
May 27, 2023
Tilray's stock price dropped precipitously on Friday and, given the dismal consumer sentiment regarding Canadian cannabis (LP) stocks, so did just some of their big
Via
Talk Markets
Top 5 Consumer Staples Stocks Which Could Rescue Your Portfolio This Month
↗
May 23, 2023
The most oversold stocks in the consumer staples sector presents an opportunity to buy into undervalued companies.
Via
Benzinga
3 Bargain Stocks You Can Buy Today and Hold Forever
↗
May 21, 2023
Some of the world's greatest businesses are mouthwateringly cheap.
Via
The Motley Fool
The 5 Largest Canadian Cannabis LPs Are All Down YTD
↗
May 20, 2023
Even Tilray, the best performing Canadian Cannabis LP YTD, is down 10%.
Via
Talk Markets
Technical Analysis Of British American Tobacco Plc.
↗
May 15, 2023
Looking at BTI’s chart, we can see that it is in a downtrend, and it was lastly traded at around $33.70.
Via
Talk Markets
Google Launches Tools To Detect Fake Images, Apple May Encounter Delays In iPhone 15 Production, Shake Shack Sees Activist Investor Proxy Fight: Today's Top Stories
↗
May 15, 2023
Bloomberg
Via
Benzinga
5 Largest Canadian Cannabis LPs Up, So Far, In May
↗
May 06, 2023
The 5 largest licensed producers (LPs) we track in our Canadian Cannabis Index are up 10% so far in the merry month of May, but are still down 20% YTD.
Via
Talk Markets
April Summary: Conservative "Cannabis" Stocks Outperformed
↗
May 01, 2023
Consider investing in one or more companies that have major financial investments in cannabis stocks. The Conservative
Via
Talk Markets
A Conservative Way To Invest In Cannabis Stocks
↗
April 22, 2023
The Canadian Cannabis LPs Index is -12.3% MTD and -27.4% YTD, but these six companies that have major financial investments in many of the LPs are up a bit, and pay dividends, too.
Via
Talk Markets
7 Blue-Chip Stocks to Buy for 100% Returns
↗
April 12, 2023
While blue-chip stocks to buy have a reputation for slow-and-steady gains, these enterprises just might double in value.
Via
InvestorPlace
Got $1,000? 2 Ultra-High-Yield Dividend Stocks to Get Your Hands On
↗
April 11, 2023
These two tobacco companies are capable of turbocharging your passive income.
Via
The Motley Fool
BAT Invests $10M In Joint Venture Pursuing FDA-Approval Of Hemp-Based Drug For Neurological Condition
↗
April 07, 2023
Charlotte's Web Holdings, Inc. (OTCQX: CWBHF) (TSX:CWEB) a full-spectrum hemp extract wellness products manufacturer, has formed a joint venture (the "JV") with AJNA BioSciences PBC, a botanical drug...
Via
Benzinga
Conservative "Cannabis" Stocks Unchanged In March
↗
April 02, 2023
Our Conservative Pot Stocks Index consists of 3 tobacco companies, 2 beer companies, and 1 liquor company that are significantly invested in the cannabis industry. Its constituents have an average...
Via
Talk Markets
Cannabis vs. Tobacco: The Battle For Market Share And Public Health
↗
March 31, 2023
A recent poll showed that Americans prefer legal cannabis over legal tobacco.
Via
Benzinga
Charlotte's Web Net Revenue Declines 22.8% To $74.1M, What About Profit?
↗
March 23, 2023
Charlotte's Web Holdings, Inc. (OTCQX: CWBHF) (TSX:CWEB) net revenue for the twelve months ended December 31, 2022, was $74.1 million, a decrease of 22.8% from $96.1 million in 2021, due to lower DTC...
Via
Benzinga
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