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about us
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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
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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
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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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Dow Jones 'Bull Trap' Expands Into Test Of 20-Day MA
↗
September 05, 2024
The index that had managed to break to new highs last week, the Dow Industrial Average, now finds itself pulling further away from its
Via
Talk Markets
Topics
Stocks
"Bull Trap" After Just One Day
↗
September 03, 2024
So much for the bullish outlook as bears made their presence felt. The biggest loss was in the Semiconductor Index as it lost nearly 8% to close just above its 200-day MA.
Via
Talk Markets
September Is Showing Us Just How Rough It Can Be
↗
September 03, 2024
Today we got a taste of that as markets re-price the impact of the Fed rate cuts due to kick in in a few weeks. A strong barrage of selling hit stocks - flattening marquee growth and tech names,...
Via
Talk Markets
Topics
Economy
Nvidia Q2 Earnings, Guidance Top Street View As AI Fuels Record Data Center Revenue: Gross Margin Falls Quarter-Over-Quarter, Stock Drops
↗
August 28, 2024
Nvidia's earnings are seen as a barometer of artificial intelligence spending.
Via
Benzinga
Topics
Artificial Intelligence
The Fed Rate Cutting Cycle Has Already Been Priced Into The Market
↗
August 25, 2024
Via
Talk Markets
Topics
Economy
Welcome To Earnings Season
↗
July 12, 2024
With the major banks and brokers reporting earnings this morning, Q2 earnings season has begun.
Via
Talk Markets
10,000 Was A Piece Of A Cake
↗
May 28, 2024
Many people believe we're in the final bubble phase and about to crash, but I don't agree, not yet. I'll show you two examples illustrating the saying,
Via
Talk Markets
Nvidia - The Market’s Atlas
↗
May 23, 2024
Via
Talk Markets
Will Nvidia Continue To Deliver? Investors Sweat Over Hyped-up Expectations And Potential Blackwell Delay Ahead Of Q2 Report
↗
August 28, 2024
Chipmaker and artificial intelligence stalwart Nvidia Corp. is all set to announce its quarterly results Wednesday after the market close. Analysts are upbeat about the company scaling lofty goals and...
Via
Benzinga
Topics
Artificial Intelligence
Nvidia’s Earnings Loom In The Summer Stock Snooze-Fest
↗
August 27, 2024
To the casual observer, stocks look to be drifting around on a Lazy River ride, but the truth is, they’re consolidating their recent gains. This is actually bullish price action.
Via
Talk Markets
Inside Day For Tech
↗
August 23, 2024
Powell has gone FULL PIVOT, the fact that tech stocks couldn’t even muster anything more than an inside day kind of tells you everything you need to know.
Via
Talk Markets
Stocks Hit Pause As Economic Uncertainty Tempers The Rally
↗
August 20, 2024
Stocks have been on a red-hot rally, but they’ve hit the brakes right at technical resistance, just as the charts predicted.
Via
Talk Markets
Friday's Gap Downs Bring Indices Close To Support, Semiconductor Index At 200-Day MA
↗
August 04, 2024
Friday's big gaps lower have the potential to become breakdown gaps, but for now, the near-term oversell has cleared the way for a possible move into the gap price vacuum. The index most likely to...
Via
Talk Markets
A Fed Cut In September Nears Certainty
↗
August 01, 2024
While it’s far from guaranteed, a Fed rate cut in September is looking increasingly likely.
Via
Talk Markets
Topics
Economy
Tech Is Weighing Down The Markets In A Flight To Safety
↗
July 30, 2024
Tech is becoming a hurdle for the indexes to clear, rather than a springboard for launch.
Via
Talk Markets
TSM Stock Analysis: Why You Should Wait for Taiwan Semiconductor to Drop to $150
↗
July 26, 2024
TSM stock is overheating with high valuations and geopolitical tensions making it prudent for investors to wait before jumping in.
Via
InvestorPlace
Heavy Selling In Nasdaq And S&P As Semiconductors Crushed
↗
July 24, 2024
A difficult day for the Semiconductor Index as it sheds nearly 6%, losing not just 50-day MA support, but also breakout support of 5,200.
Via
Talk Markets
Topics
Stocks
Bears Making Some Noise – Or At Least Trying
↗
July 19, 2024
The Nasdaq 100 and Russell 2000 are probably the two most important indices to watch because the market has been an “either or”.
Via
Talk Markets
The Dow, The Russell, And The Biotech Sector Are Storming Higher
↗
July 16, 2024
The Dow Jones Industrials have come up 4.2% over the latest five-day, while the Russell 2000 index of U.S. small-caps is up nearly 11% - it’s having its best week in 24 years.
Via
Talk Markets
Topics
Stocks
Today, Higher Inflation + Lousy Consumer = Buy
↗
July 12, 2024
We came into today expecting three somewhat important market news items. All disappointed, but investors clearly don’t care.
Via
Talk Markets
Topics
Economy
Has Healthy Rotation Become Potentially Toxic?
↗
July 11, 2024
If you look at the reactions of the S&P 500 and Nasdaq 100, you’d think that today’s benign CPI report was bad for stocks.
Via
Talk Markets
Topics
Stocks
Nvidia Rebounds Over 6% After $550B Market Cap Loss
↗
June 25, 2024
Nvidia Corp (NASDAQ:NVDA) lost $550B in market value but has since risen back to $3.07T. Analysts warn of broader market slump if NVDA corrects.
Via
Benzinga
Is Small Cap Exposure Still A Good Idea? Asking For A Friend …
↗
June 18, 2024
U.S. small cap stocks have struggled significantly in the past decade compared to their large cap counterparts, with only three other periods in the past 100 years charting a worse performance.
Via
Talk Markets
Is The Nasdaq An Accident Waiting To Happen?
↗
June 08, 2024
In this week's video, we'll review the latest charts and data to help us answer the question is the Nasdaq an accident waiting to happen?
Via
Talk Markets
S&P And Nasdaq Surge As Russell 2000 Remains Range Bound
↗
June 05, 2024
The Nasdaq is doing all the heavy lifting, and for now, the surge in relative performance should attract fresh money.
Via
Talk Markets
Topics
Stocks
Index Present Tense
↗
June 04, 2024
I wanted to catch up with some thoughts about seven key equity indexes.
Via
Talk Markets
Semis – 20% In Five Weeks
↗
May 24, 2024
Since its closing low on April 19, the Philadelphia Semiconductor Index (SOX) has rallied over 20% in five weeks. When anything rallies that much in so little time, you can't help but take notice.
Via
Talk Markets
Stock Market Reclaims Record Highs, Nvidia Tops $1,000 As AI-Driven Rally Resumes: Thursday's Top Movers
↗
May 23, 2024
Wall Street opens with record highs on Nvidia's strong earnings and guidance, S&P 500 and Nasdaq 100 surge, while technology stocks lead the gains.
Via
Benzinga
Topics
Stocks
Markets In The Green: Prospects For New Highs Every Day
↗
May 10, 2024
Green, green, green. It’s all we’ve seen for the past month. It’s getting to the point where the prospect of yet again seeing Lifetime Highs every single trading day of the month is becoming possible.
Via
Talk Markets
Did Friday’s Big Rally Change Anything?
↗
April 29, 2024
Friday’s big rally in stocks came with a small drop in bond yields, but the U.S. dollar was still solidly higher.
Via
Talk Markets
Topics
Bonds
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