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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
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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
Services, Fees and Compensation
Client Information
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Sample Portfolio
Back Dated Performance Reports
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TAV Program
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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
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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
)
248.78
UNCHANGED
Streaming Delayed Price
Updated: 8:00 PM EDT, Mar 24, 2026
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US Stock Futures Hold Up As Traders Await Meta, Microsoft Earnings — Economists Discount Dovish Fed Ahead Of Rate Decision
↗
July 30, 2025
Investors may also keep an eye on any developments on the trade news front as President Donald Trump’s Aug. 1 tariff deadline draws closer.
Via
Stocktwits
Topics
ETFs
Economy
Government
AMD Rises To 1-Year Highs, Crude Eyes $68: What's Moving Markets Tuesday?
↗
July 29, 2025
Risk appetite took a breather Tuesday, with major U.S. stock indices retreating modestly from record highs as investors braced for a pivotal stretch of earnings and macro events.
Via
Benzinga
Nasdaq Futures Rise As Alphabet Earnings Offset Tesla Disappointment, But Wall Street Poised For Mixed Open
↗
July 24, 2025
Via
Stocktwits
US Stocks Eye Cautious Open After S&P 500, Nasdaq Close At Record High — But Strategist Says FOMO Will Keep Rally Alive
↗
July 22, 2025
Via
Stocktwits
Topics
Stocks
S&P 500, Nasdaq Futures Tick Up As Traders Eye Tech Earnings, China Tariff Extension: Why This Analyst Sees A Bright 12-Month Outlook
↗
July 28, 2025
In the upcoming session, the spotlight is likely to be on the Federal Open Market Committee meeting that gets underway, the results of the Job Openings And Labor Turnover Survey, and the Conference...
Via
Stocktwits
Topics
ETFs
Economy
Government
Oil, Energy Stocks Rise, Dollar Rallies On US-EU Trade Deal: What's Moving Markets Monday?
↗
July 28, 2025
Wall Street opened the week slightly higher, led by gains in energy stocks, while the U.S. dollar posted its strongest performance in over two months, as markets reacted to the U.S.-EU trade deal...
Via
Benzinga
S&P 500, Nasdaq Futures Rise As Trump Clinches 'Biggest Trade Deal Ever' With EU: Traders Eye Fed Meet, Big Tech Earnings
↗
July 27, 2025
The week’s economic news flow is headlined by key catalysts, including the Federal Reserve rate-setting meeting, July non-farm payrolls report, and the June personal income and spending report.
Via
Stocktwits
Topics
ETFs
Economy
Government
US Stocks Hit New Highs As Magnificent Seven Reach $19 Trillion: What's Moving Markets Friday?
↗
July 25, 2025
Wall Street looked set to close the week on a high note, with large-cap benchmarks pushing higher in Friday's midday trading as optimism over corporate earnings and progress on global trade talks...
Via
Benzinga
Small Caps, Big Comeback? ETFs Betting On America's Underdogs As Tax Tweaks And Technicals Align
↗
July 25, 2025
Small-cap stocks might finally be ready to shine in 2025, thanks to policy shifts and bullish signals. ETFs like IWM, DEEP, and QQQS offer exposure to this overlooked asset class.
Via
Benzinga
Topics
ETFs
Market Monitor Trends and Breadth July 25 BMO
↗
July 25, 2025
While the medium- and long-term outlook is still constructive, short-term breadth is choppy and has lost its bullish momentum.
Via
Chartmill
Mixed Earnings Won’t Stop S&P 500 Juggernaut: Stock Futures Rise, Strategist Sees Broader Rally With Easing Concentration Risk
↗
July 25, 2025
On Thursday, the major averages closed on a mixed note, with a fall in weekly jobless claims and some positive earnings reports helping the S&P 500 Index and the Nasdaq Composite to hit fresh highs.
Via
Stocktwits
Topics
ETFs
Stocks
Market Monitor Trends and Breadth July 24 BMO
↗
July 23, 2025
Buyers are firmly in control and the underlying momentum is gaining traction.
Via
Chartmill
5 Reasons Small Caps Could Be Wall Street's Next Big Comeback Trade
↗
July 23, 2025
Wall Street is rethinking small caps as valuations drop, tax laws change and technical signals turn bullish for the Russell 2000.
Via
Benzinga
Market Monitor Trends and Breadth July 23 BMO
↗
July 23, 2025
Data-driven insight into market participation trends across the major U.S. stock exchanges - Breadth Strength Resumes
Via
Chartmill
Small-Cap Abivax Spikes 400% On Positive Late-Stage Ulcerative Colitis Drug Trial Results — Retail Buzz Builds Around Blockbuster Potential
↗
July 23, 2025
The drug candidate demonstrated a placebo-adjusted remission rate of 19.3% in the first study and 13.4% in the second study.
Via
Stocktwits
Stocks Jump On Trump's Trade Deal Deluge Ahead Of Big Tech Earnings: What's Moving Markets Wednesday?
↗
July 23, 2025
A wave of U.S. trade deals with key allies over the past 24 hours reignited Wall Street's rally and boosted investor risk appetite across global markets.
Via
Benzinga
Topics
Government
US Stock Futures Point To Higher Open As Japan Trade Deal, Earnings Optimism Buoy Sentiment — Spotlight On Alphabet, Tesla Earnings
↗
July 23, 2025
Declines by overbought IT and communication services stocks weighed down on the Nasdaq Composite Index, which snapped its six-session winning streak and ended shy of its record high.
Via
Stocktwits
Topics
ETFs
Economy
Government
Lockheed, General Motors Tumble, Gold Hits 1-Month Highs: What's Moving Markets Tuesday?
↗
July 22, 2025
It was a quiet Tuesday on Wall Street, as major indexes edged lower with investors pausing ahead of a critical wave of tech earnings.
Via
Benzinga
Market Monitor Trends and Breadth July 22 BMO
↗
July 22, 2025
Monday's session reflects a return to moderate bullish breadth after Friday’s weak participation.
Via
Chartmill
Retail Sees D-Wave Enjoying First-To-Market Advantage As Many Firms Eye Quantum Adoption Within 2 Years
↗
July 21, 2025
D-Wave Quantum’s study reports a rising interest in quantum computing among enterprises, with 53% planning to adopt it, highlighting potential disruption across key industries.
Via
Stocktwits
Wall Street Extends Records, Gold Rallies To $3,400: What's Moving Markets Monday?
↗
July 21, 2025
Wall Street opened the week on a risk-on footing, with the S&P 500 and the Nasdaq 100 extending record highs as strong earnings reinforced confidence in corporate America and investors continued to...
Via
Benzinga
Market Monitor Trends and Breadth July 21 BMO
↗
July 21, 2025
A modest cooling off after a strong two-day run
Via
Chartmill
US Stock Futures Flat As Tech Earnings Begin To Trickle In — Strategist Says ‘No Signs Of Froth’ Despite Nasdaq’s 5th Straight Record Close
↗
July 21, 2025
Traders may remain cautious as the second-quarter reporting season progresses to its next stage.
Via
Stocktwits
Topics
ETFs
Economy
Government
Stocks Slip As Netflix Fails To Impress, Bitcoin Eyes Negative Week: What's Moving Markets Friday?
↗
July 18, 2025
It’s a cautious end to the week on Wall Street, as earnings from Netflix Inc. (NASDAQ:NFLX) failed to impress investors.
Via
Benzinga
Wall Street Looks To End Week Higher After Nasdaq, S&P 500 Notch Fresh Record: Strategist Says Favorable Trump Policies Fueling Unstoppable Rally
↗
July 18, 2025
The S&P 500 Index hit new intraday (6,304.69) and closing highs (6,297.36), while the Nasdaq Composite ended at a fresh peak for a fourth straight session.
Via
Stocktwits
Topics
ETFs
Economy
Government
Market Monitor Trends and Breadth July 18 BMO
↗
July 17, 2025
Market Breadth Rebounds Sharply as Bulls Regain Control
Via
Chartmill
Nasdaq 100 Sets New Records, Small Caps Outperform: What's Moving Markets Thursday?
↗
July 17, 2025
U.S. equities climbed on Thursday, with the S&P 500 briefly testing a record high 6,300 level at midday in New York, bolstered by strong earnings and upbeat retail sales data that reinforced investor...
Via
Benzinga
Russell 2000 Makes 'No Progress' Amid Reconstitution Shake-Up: Are Small-Caps Struggling As Large-Caps Soar?
↗
July 17, 2025
Russell 2000 Index, a benchmark for 2,000 small-cap U.S. stocks, has shown no growth, posting a -0.57% year-over-year return as of mid-2025.
Via
Benzinga
Activist Interest Sparks Meme-Driven Rally, Retail Buzz In OpenDoor Technologies
↗
July 17, 2025
The penny stock gained over 90% so far this week following comments from EMJ Capital founder Eric Jackson.
Via
Stocktwits
Topics
Initial Public Offering
Market Monitor Trends and Breadth July 17 BMO
↗
July 17, 2025
Market Breadth Snaps Back: Strong Rebound Signals Ongoing Uptrend
Via
Chartmill
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