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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
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Brochure Supplement Amit Stavinsky
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
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
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
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
EVENTS
FIP
Event Schedule
TAM
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
Bond Fund Seminar
RSVP-Signup Form
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HSBC Holdings, plc. Common Stock
(NY:
HSBC
)
90.98
UNCHANGED
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Updated: 7:00 PM EDT, Apr 13, 2026
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Trump Tariffs Weigh On Nvidia Stock, But HSBC Analyst Warns Of Bigger Risks Ahead
↗
April 03, 2025
HSBC analyst Frank Lee believes Nvidia’s pricing power is weakening, particularly with its new Blackwell B300 and GB300 hardware.
Via
Stocktwits
Topics
Artificial Intelligence
Earnings
Economy
Trump’s Tariffs Spark $1T Tech Sell-Off With The ‘Magnificent 7’ Headed For Their Biggest One-Day Loss On Record
↗
April 03, 2025
Nvidia slid 6%, pressured by market-wide tariff concerns, though HSBC analyst Frank Lee’s downgrade to ‘Hold’ from ‘Buy’, driven by fears of slowing growth rather than tariffs, added to the sell-off.
Via
Stocktwits
Topics
Government
Stocks
World Trade
Will the Stock Market Crash or Soar in 2025? Wall Street Analysts Are Changing Their Forecasts.
↗
April 03, 2025
Via
The Motley Fool
Topics
Economy
Government
Will HSBC HOLDINGS PLC-SPONS ADR (NYSE:HSBC) breakout?
↗
March 29, 2025
HSBC HOLDINGS PLC-SPONS ADR (NYSE:HSBC) has a strong technical rating of 10 out of 10, indicating a potential breakout.
Via
Chartmill
Earnings Scheduled For February 19, 2025
↗
February 19, 2025
Via
Benzinga
Southeast Asia’s Economy Shows Resilience, LESSO Group 2128.HK Rides Infrastructure Boom for Global Growth
March 28, 2025
Via
Binary News Network
Topics
Economy
This Vanguard ETF Is Crushing the Market in 2025. Should You Buy?
↗
March 23, 2025
Via
The Motley Fool
Topics
ETFs
These 2 Vanguard ETFs Are Crushing the S&P 500 in 2025. Should You Buy?
↗
March 11, 2025
Via
The Motley Fool
Topics
ETFs
Stocks
This Medtronic Analyst Turns Bullish; Here Are Top 5 Upgrades For Tuesday
↗
March 04, 2025
Via
Benzinga
Not Just China: 3 European Stocks Gaining Investor Interest
February 28, 2025
This article introduces readers to four European stocks seeing sharp increases in share value or higher trading volume since the threat of tariffs.
Via
MarketBeat
Topics
Government
World Trade
Wealthiest Investors Spread a Wider Net in Drive for Global Diversification
February 27, 2025
From
HSBC Bank USA, N.A.
Via
Business Wire
HSBC Reports Mixed Q4: Plans Cost Cuts, Targets $42 Billion Banking NII In 2025
↗
February 19, 2025
HSBC Holdings reports 8% drop in revenue. Plans to target cost reductions and reallocate funds for high-return opportunities.
Via
Benzinga
What's Going On With HSBC Stock Today?
↗
February 14, 2025
HSBC shares dip 0.25% premarket as it prepares to unveil $1.5 billion in cost savings and details of CEO-led restructuring on February 19.
Via
Benzinga
Rigetti Computing vs. Archer Aviation: A Head-to-Head Growth Stock Showdown
↗
February 13, 2025
Via
The Motley Fool
OneMeta Chosen to Provide Multilingual Translation at HSBC Mexico's Annual Cybersecurity Event
February 13, 2025
Bountiful, Utah--(Newsfile Corp. - February 13, 2025) - OneMeta Inc. (OTCQB: ONEI) (www.onemeta.ai) the leader in AI-driven multilingual communication solutions...
Via
Newsfile
Topics
Artificial Intelligence
Forbes 30 Under 30 Honoree Nikki Camilleri Champions Independent Artists with New Music Industry Solutions
February 08, 2025
Via
Press Release Distribution Service
Why Is Expedia (EXPE) Stock Soaring Today
February 07, 2025
Shares of online travel agency Expedia (NASDAQ:EXPE) jumped 17.9% in the morning session after the company reported strong fourth-quarter results that exceeded analysts' expectations across key...
Via
StockStory
Aptiv Stock Fetches Upgrade Ahead Of Q4 Print, But Retail Confidence Is Slipping
↗
February 04, 2025
HSBC says that the company is returning to growth and that consensus estimates are “low enough” for Aptiv to start delivering positive surprises.
Via
Stocktwits
4 Banks to Buy Ahead of Trump's Deregulatory Blitz
↗
February 03, 2025
Fed keeps rates steady, but uncertainty remains. Banking sector could benefit from deregulation. Consider BAC and GS for favorable metrics.
Via
Benzinga
Topics
Economy
Government
Jim Cramer Says AppFolio Is A 'Good One,' But Summit Therapeutics? 'Can't Go There'
↗
February 03, 2025
On CNBC's "Mad Money Lightning Round," Jim Cramer said Summit Therapeutics is "obviously just a very big spec."
Via
Benzinga
What's Going On With HSBC Holdings Stock Today?
↗
January 28, 2025
HSBC announces major cuts to its investment banking operations in the UK, Europe, and Americas, focusing on more profitable areas.
Via
Benzinga
I Own 4 High-Yield Dividend Stocks. Here's Why I Own Each One.
↗
January 28, 2025
Via
The Motley Fool
Red Badger hires Houses of Parliament CIO to lead new Public Sector practice
January 22, 2025
Via
Get News
Topics
Artificial Intelligence
Top Research Reports For Apple, Alphabet & Cisco
↗
January 10, 2025
Today's Research Daily features new research reports on 16 major stocks, including Apple Inc., Alphabet Inc., and Cisco Systems, Inc., as well as two micro-cap stocks Hovnanian Enterprises, Inc. and...
Via
Talk Markets
Topics
Stocks / Equities
Why AMD (AMD) Shares Are Plunging Today
January 10, 2025
Shares of computer processor maker AMD (NASDAQ:AMD) fell 5.9% in the morning session after Goldman Sachs analyst Toshiya Hari downgraded the stock from Buy to Neutral and lowered the price target from...
Via
StockStory
Topics
Artificial Intelligence
Why AMD (AMD) Shares Are Falling Today
January 08, 2025
Shares of computer processor maker AMD (NASDAQ:AMD) fell 5.2% in the morning session after the company received a double rating downgrade from HSBC. Analyst Frank Lee cut his rating from Buy to Sell...
Via
StockStory
Topics
Artificial Intelligence
Highest-Performing Companies to Dominate Fundraising in Venture Healthcare Market, However Challenges Persist
January 08, 2025
From
HSBC
Via
Business Wire
HSBC appoints Lisa McGeough as President and CEO for the United States
January 06, 2025
From
HSBC
Via
Business Wire
Power Up: Gaming Industry Expansion Fuels Stock Opportunities
December 29, 2024
The expansion of the gaming sector presents opportunities for investors who seek companies with strong user growth, solid financials, and innovative platforms.
Via
MarketBeat
HSBC Bank USA, N.A. and Affiliates Reduces Prime and Reference Rate
December 18, 2024
From
HSBC Bank USA, N.A.
Via
Business Wire
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