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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)
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
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Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
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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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Baidu.com SP ADR
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-2.00 (-1.75%)
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Updated: 4:00 PM EDT, Mar 24, 2026
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Rule Breaker Investing: Essays From Yesterday, Vol. 7
↗
April 10, 2025
Via
The Motley Fool
Xi Jinping Hits Back: China Raises Tariffs On US Goods To 84%, Doubling Down On Trade War
↗
April 09, 2025
China has unveiled a significant hike in retaliatory tariffs on U.S. products, intensifying the ongoing trade war between the world's two biggest economies.
Via
Benzinga
Topics
World Trade
3 Stocks That Cathie Wood Is Buying During the Stock Market Sell-Off
↗
April 08, 2025
The aggressive growth investor kicked off the new trading week with a few notable purchases.
Via
The Motley Fool
Topics
Artificial Intelligence
World Trade
Nio Power In Deal Talks With Tesla Battery Supplier CATL
↗
April 07, 2025
Nio, which delivered 15,039 vehicles in March, is looking to sell a controlling stake to Contemporary Amperex Technology, or CATL.
Via
Benzinga
Topics
Supply Chain
Alibaba, China Tech Stocks Slide As Trade War Fears Intensify
↗
April 07, 2025
Alibaba stock and other U.S.-listed China tech giants slid in Monday trading as Trump tariffs and Beijing's response roiled markets.
Via
Investor's Business Daily
Topics
Government
Stocks
World Trade
Does Billionaire David Tepper Know Something Wall Street Doesn't?
↗
April 06, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Temu Parent PDD Stock Tumbles As Trump's New Tariffs Threaten Chinese E-Commerce
↗
April 04, 2025
Chinese stocks, including Alibaba, PDD, Baidu, and JD.com, are down as Trump announces tariffs on China. Analysts expect retaliation and downgrades.
Via
Benzinga
Topics
Government
World Trade
AI Arms Race: U.S. vs China—These 4 Stocks Stand Out
April 04, 2025
The superpowers are in an arm race, not with weapons, but with artificial intelligence (AI) technologies. Chinese AI stocks are outperforming U.S. AI stocks.
Via
MarketBeat
Topics
Artificial Intelligence
Samsung's China Chip Pivot Gains Steam With 54% Export Surge Amid US Market Struggles
↗
April 03, 2025
Samsung Electronics turns to Chinese tech groups to boost semiconductor division after struggling to secure US customers. Exports to China rise 54% amid US sanctions.
Via
Benzinga
Cathie Wood Loads Up on Baidu—Is It the Right Time to Buy?
April 03, 2025
Tech investor Cathie Wood signals confidence in Baidu's AI future with a $12M purchase following a dip in the Chinese tech giant's stock price.
Via
MarketBeat
Topics
Artificial Intelligence
Got $5,000? These 3 Nasdaq Stocks Are Dirt Cheap Buys Right Now
↗
April 03, 2025
Via
The Motley Fool
Topics
Economy
Stocks
World Trade
Elon Musk Says Tesla Doesn't Need Lidar Because 'People Don't Shoot Lasers Out Of Their Eyes' After YouTubers Put His Cars Through Wylie E. Coyote Tests
↗
March 28, 2025
Despite Elon Musk's public dismissal of LiDAR as unnecessary for self-driving, Tesla quietly became the top customer of LiDAR supplier Luminar in 2024—just as China surged ahead in global LiDAR...
Via
Benzinga
Topics
Supply Chain
Alibaba Launches AI Model Optimized For Smartphones After Apple Win
↗
March 27, 2025
Alibaba stock gained after the Chinese tech giant announced a new AI model designed to run on smartphones and other devices.
Via
Investor's Business Daily
Topics
Artificial Intelligence
Alibaba Strikes Back With New AI Model To Rival DeepSeek In China
↗
March 27, 2025
Alibaba launched a new AI model Qwen2.5-Omni-7B that can process multiple inputs and generate real-time responses. It's open-sourced and can be deployed on edge devices. It's part of China's AI boom,...
Via
Benzinga
Topics
Artificial Intelligence
Despite DeepSeek Buzz, Amazon, U.S. Tech Giants Have These AI Advantages Over China, Says Analyst
↗
March 26, 2025
U.S. tech companies are way outspending China peers on AI. That could prove a long-term advantage for Amazon stock and other U.S. giants.
Via
Investor's Business Daily
Topics
Artificial Intelligence
Baidu On A Roll: Good Time To Buy?
↗
March 26, 2025
Baidu appears to be gearing for good times with Cathie Wood's bet, and approval to launch Robotaxi services in Singapore.
Via
Benzinga
Prediction: 2 Stocks That Will Be Worth More Than AppLovin 2 Years From Now
↗
March 26, 2025
Baidu and CrowdStrike could eclipse AppLovin's market cap by 2027.
Via
The Motley Fool
10 Communication Services Stocks With Whale Alerts In Today's Session
↗
March 25, 2025
Via
Benzinga
US Commerce Secretary Howard Lutnick Sounds Alarm On AI Threats, Says We 'Can't Let It Get Overrun By Chinese,' Calls For Industry-Led Security Audits Of Companies Like DeepSeek
↗
March 25, 2025
U.S. Commerce Secretary Howard Lutnick has called for private sector-led security audits of open-source AI models like DeepSeek.
Via
Benzinga
Topics
Artificial Intelligence
Is Baidu an Excellent AI Stock to Buy?
↗
March 25, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Alibaba Chair Says Business Entrepreneurs 'More Confident' After Meeting With Xi Jinping In January, Signals Hiring Boost
↗
March 24, 2025
Alibaba Group Holding Ltd. Chairman Joe Tsai announced Tuesday the company will resume hiring, signaling growing confidence in China's business landscape following recent economic policy shifts.
Via
Benzinga
Cathie Wood Bets On Baidu As Chinese AI Buzz Intensifies, Ark Loads Up On $12.4 Million Worth Of Stock
↗
March 24, 2025
On Monday, March 24, 2025, Cathie Wood-led Ark Invest purchased $12.41 million worth of Baidu stock through two ETFs.
Via
Benzinga
Topics
Artificial Intelligence
Top 3 Buy-and-Hold Stocks for 2025: Long-Term Winners to Watch
March 24, 2025
Three companies have come on a list of potential buy-and-hold candidates for the rest of the year and forward; their prices and upside make sense today.
Via
MarketBeat
Consumer Tech News (Mar 17-Mar 21): Google To Acquire Wiz, US Bans DeepSeek, Nvidia Does Big Revealation At GTC 2025 Event & More
↗
March 23, 2025
U.S. bans Chinese AI model DeepSeek on government devices due to national security concerns. Google's parent Alphabet acquires Wiz for $32B. Foxconn CEO criticizes Trump's tariff policy. Baidu launches...
Via
Benzinga
Topics
Artificial Intelligence
Government
World Trade
The Future of the Auto Industry: Ten Predictions for the Next Decade
March 22, 2025
The automotive industry stands at a pivotal juncture in 2025, poised for transformative changes driven by technological innovation, environmental pressures, shifting consumer preferences, and evolving...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Emissions
Advancing Autonomous Driving Globally: Apollo Go’s Strategic Opportunities in the International Market
March 20, 2025
Via
Get News
Baidu Stock Nears A Golden Cross As AI Ambitions Spark Bullish Momentum
↗
March 20, 2025
Baidu Inc. (NASDAQ:BIDU) is showing signs of a potential breakout, approaching a Golden Cross with its stock price climbing above key moving averages.
Via
Benzinga
Topics
Artificial Intelligence
Tencent Gaming Growth Powers Q4 Earnings Beat As Tech Giant Touts AI Push
↗
March 19, 2025
Earnings and sales beat views, powered by gaming revenue growth and AI progress.
Via
Investor's Business Daily
Topics
Artificial Intelligence
Earnings
3 Best-Performing Semiconductor ETFs Since Last GTC And Why This Time Is Different
↗
March 18, 2025
Nvidia GTC kicking off today, laying groundwork for AI and semiconductor excitement. ETFs may see momentum, as in past GTCs, with increased AUM and top-performing funds. Chinese companies showcasing at...
Via
Benzinga
Topics
Artificial Intelligence
ETFs
Top 2 Tech And Telcom Stocks That May Keep You Up At Night In March
↗
March 18, 2025
Via
Benzinga
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