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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
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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
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Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Event Schedule
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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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RSVP-Signup Form
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iShares Russell 2000 ETF
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IWM
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247.28
-0.75 (-0.30%)
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Updated: 12:23 PM EST, Dec 31, 2025
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Market Monitor Trends (SPY, QQQ, IWM) and Breadth May 29
↗
May 29, 2025
The breadth indicators signal a fragile and reactive market environment, prone to sharp swings and lacking sustained leadership. Bullish momentum may struggle to gain lasting traction.
Via
Chartmill
Nasdaq Futures Rip Higher On Nvidia Earnings, Trade Court Blow To Trump Tariffs — But Analyst Stays Wary
↗
May 28, 2025
Morgan Stanley Research says the U.S. will continue trade negotiations but not eliminate tariffs.
Via
Stocktwits
Topics
Artificial Intelligence
ETFs
Economy
Wall Street Stalls As Treasury Yields Climb Again Ahead Of Nvidia Earnings, Fed Minutes: What's Driving Markets Wednesday?
↗
May 28, 2025
After a sharp Tuesday rally fueled by optimism over improved U.S.-EU trade ties, Wall Street stalled midweek as rising Treasury yields reasserted pressure ahead of Nvidia Corp.
Via
Benzinga
Topics
Economy
Candel Therapeutics Stock Soars On FDA’s RMAT Designation For Prostate Cancer Therapy: Retail Considers It Good Long-Term Buy
↗
May 28, 2025
Candel CEO Paul Peter Tak said that the company looks forward to collaborating with the FDA on an expedited approval for the immunotherapy candidate once it submits its Biologics License Application.
Via
Stocktwits
Abercrombie & Fitch Stock Soars After Upbeat Q1 Results: Retail Turns More Bullish
↗
May 28, 2025
The upbeat earnings and revenue were driven by strong Hollister sales and margin expansion.
Via
Stocktwits
Box Stock Surges Post Strong Q1, Wall Street Lifts Price Target: Retail’s Exuberant
↗
May 28, 2025
Box’s Q1 earnings and revenue beat prompts analysts at Raymond James, Morgan Stanley, and JPMorgan to raise price targets and express confidence in future growth.
Via
Stocktwits
Market Monitor Trends (SPY, QQQ, IWM) and Breadth May 28
↗
May 28, 2025
The May 27 surge in breadth confirms the bullish price action observed across major indices on that day, reinforcing the move’s credibility.
Via
Chartmill
Nasdaq, S&P 500 Futures Tread Water Ahead Of Nvidia Earnings, Fed Minutes: Economist Says Markets Coming To Terms With ‘Trumpian Volatility’
↗
May 27, 2025
A strategist braces for more and stronger gains ahead, citing a snapping of a long bearish streak in a key investor sentiment measure.
Via
Stocktwits
Topics
Artificial Intelligence
Economy
Stocks
Wall Street Rockets As Bond Yields Drop, Tesla Hits 3-Month Highs: What's Driving Markets Tuesday?
↗
May 27, 2025
Wall Street charged higher Tuesday, with U.S. equities posting broad-based gains by midday as investors embraced a risk-on mood, spurred by easing Treasury yields and renewed optimism surrounding trade...
Via
Benzinga
What Bonds, Oil, and Small-Caps Say About NVIDIA’s Future
May 27, 2025
Connecting the dots between different asset classes and specific stocks might spell out trouble for investors moving forward in the S&P 500.
Via
MarketBeat
Topics
Bonds
ETFs
Stocks
Rocket Pharmaceuticals Stock Drops Pre-Market After FDA Pauses Gene Therapy Trial Over Patient Death: Retail Turns Bullish
↗
May 27, 2025
Rocket Pharmaceuticals said that it is working with the FDA to ensure safety of all study patients and resume the trial “as expeditiously as possible."
Via
Stocktwits
AMC Stock Rallies Pre-Market After Theater Chain Draws 7M Moviegoers Over Holiday Weekend: Retail’s Confident
↗
May 27, 2025
The extended weekend also delivered the company’s strongest Memorial Day performance to date in both ticket sales and concessions revenue on the domestic front.
Via
Stocktwits
US Stock Futures Surge Higher As Traders Cheer EU Tariff Pause, But Fund Manager Signals Caution Ahead
↗
May 27, 2025
President Donald Trump confirmed over the weekend that he has extended the implementation of 50% tariffs on the European Union until July 9 to allow time for negotiations.
Via
Stocktwits
Topics
Economy
Government
Stocks
Supply Chain SaaS Firm E2open Gets Snapped Up By Australia’s WiseTech In $2B Deal: Retail Mood Stays ‘Neutral’
↗
May 26, 2025
The company expects the deal to close in the second half of 2025, and the stock will cease to trade on the NYSE following the closing.
Via
Stocktwits
Topics
Economy
Government
Market Monitor Trends (SPY, QQQ, IWM) and Breadth May 26
↗
May 26, 2025
The data show a market that is weakening internally, with fewer stocks supporting any upside and an increasing tilt toward broad-based selling.
Via
Chartmill
Stocks, Bitcoin Fall On Trump's Tariff Threats, Gold Rallies: What's Driving Markets Friday?
↗
May 23, 2025
Wall Street stumbled midday Friday, shaken by a fresh wave of trade war fears after President Donald Trump proposed aggressive new tariffs on Apple Inc. (NASDAQ:AAPL)
Via
Benzinga
Topics
Government
World Trade
Nasdaq Futures Slip As Fiscal Worries Weigh, But Strategists Pin Hope On Trump’s Tax Relief
↗
May 23, 2025
The economic calendar for the day is fairly light, with speeches by a few Federal Reserve officials and the Commerce Department’s new home sales report for April on tap.
Via
Stocktwits
Topics
Artificial Intelligence
ETFs
Economy
Market Monitor Trends (SPY, QQQ, IWM) and Breadth May 23
↗
May 23, 2025
The market is in a cautious phase with waning momentum.
Via
Chartmill
Stocks Rebound As Treasury Yields Fall, Bitcoin Tops $111,000: What's Driving Markets Thursday?
↗
May 22, 2025
Wall Street edges higher as GOP tax bill clears the House and bond yields ease, helping investors shake off prior losses while digesting mixed May business activity data.
Via
Benzinga
Topics
Bonds
Liveramp Stock Soars 23% On Strong Q4 Print, Price Target Hikes On Wall Street: But Retail Turns Bearish
↗
May 22, 2025
Analysts raised price targets, citing strong guidance and resilient performance despite macroeconomic challenges.
Via
Stocktwits
Market Monitor Trends (SPY, QQQ, IWM) and Breadth May 22
↗
May 22, 2025
The broad-based selling on May 21 wasn't a surprise, it was preceded by several days of narrowing breadth.
Via
Chartmill
Dow, S&P 500 Futures Mixed As Traders Await Clarity: Why This Strategist Is Skeptical Of Return to 'Goldilocks' Market
↗
May 21, 2025
A strategist said that, against the backdrop of trade policy uncertainty, it is prudent to keep tactical asset allocations closer to benchmarks than when there is more economic clarity.
Via
Stocktwits
Topics
Bonds
Economy
Government
UroGen Stock Slumps After FDA Advisory Committee Flag Concerns On Its Investigational Drug: But Retail’s Unruffled
↗
May 21, 2025
The Food and Drug Administration is expected to conclude its review of UroGen’s UGN-102 application by June 13.
Via
Stocktwits
Topics
Artificial Intelligence
Wall Street Stalls As Yields Rise, Bitcoin Breaks Records Above $109,000: What's Driving Markets Wednesday?
↗
May 21, 2025
U.S. equities trading was mixed on Wednesday, with major indices showing limited movement by midday as investors remained cautious amid renewed concerns over fiscal policy, which pressured Treasury...
Via
Benzinga
Topics
Bonds
Hedge Funds Are Building A Towering Wall Of Bets Against Stocks
↗
May 21, 2025
After a sharp 23% rebound in the S&P 500 since April, hedge funds are now stacking record levels of bearish bets against stocks as investors question the staying power of the tariff-relief rally.
Via
Benzinga
Market Monitor Trends (SPY, QQQ, IWM) and Breadth May 21
↗
May 21, 2025
While the major indices are holding up, breadth is beginning to diverge and fewer stocks are driving the rally, market participation is waning.
Via
Chartmill
Nasdaq, S&P 500 Futures Lower After Market Snaps 6-Day Rally: Strategist Warns Tariff-Induced ‘Growth Scare’ Still In Play
↗
May 20, 2025
On Tuesday, nine of the 11 sector classes closed in the red, with the defensive consumer staple, utility and healthcare stocks bucking the downtrend.
Via
Stocktwits
Topics
ETFs
Economy
Stocks
Wall Street Falls As 30-Year Treasury Flirts With 5% Yield: What's Driving Markets Tuesday?
↗
May 20, 2025
U.S. stocks pulled back Tuesday morning as Wall Street recalibrated expectations on growth and inflation amid rising fiscal risks tied to President Donald Trump's sweeping tax proposal.
Via
Benzinga
Topics
Economy
Government
Magnite Stock Surges On Expanding Amazon Advertising Partnership: Retail Turns Bullish
↗
May 20, 2025
The expanded partnership provides refined access to premium ad demand and broadens Fire TV inventory reach.
Via
Stocktwits
Market Monitor Trends (SPY, QQQ, IWM) and Breadth May 20
↗
May 20, 2025
Markets continued to show resilience at the start of the week, with all major indices maintaining their short-term bullish trends.
Via
Chartmill
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