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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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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
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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
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Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated 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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Vanguard Total Stock Market ETF
(NY:
VTI
)
331.41
-4.59 (-1.37%)
Official Closing Price
Updated: 4:00 PM EST, Mar 6, 2026
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CRM Shares Dip After-Hours On Weak FY27 Guidance
↗
February 25, 2026
For the upcoming fiscal year, CRM expects revenue of $45.8 billion to $46.2 billion, lower at the midpoint than an analyst forecast of $46.02 billion.
Via
Stocktwits
Paramount Shares Dive As Q4 Revenue Disappoints Investors Amid Battle With Netflix Over Warner Bros
↗
February 25, 2026
Paramount reported revenue of $8.15 billion in Q4, missing analysts’ estimates of $8.17 billion, as per data from Fiscal.ai.
Via
Stocktwits
Why Did OCGN Stock Rise Today?
↗
February 25, 2026
Ocugen said that it intends to start seeking the approval of the FDA for its experimental therapy OCU400 starting this year.
Via
Stocktwits
LGVN Shares Rise After Investigational Therapy Shows Improvement In Age-Related Frailty In Study
↗
February 25, 2026
Longeveron said that intravenous laromestrocel improved the physical condition of patients with age-related clinical frailty after nine months, compared to placebo.
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A Beginner-Friendly ETF Portfolio That Requires Almost No Maintenance
↗
February 25, 2026
A well-constructed portfolio doesn't need to include dozens of stocks and ETFs. You can have everything you need with just these three funds.
Via
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Topics
Bonds
ETFs
RBBN Stock Gains Over 8% Pre-Market Today – What’s Behind The Rally?
↗
February 25, 2026
The company has agreed to develop a cloud-native, secure voice communications platform in partnership with Amazon Web Services.
Via
Stocktwits
Blue Owl Co-CEO Admits Fallout From Halting Redemptions Is Causing Headaches: Report
↗
February 25, 2026
Co-CEO Doug Ostrover and Co-President Craig Packer made the acknowledgement during a call on Monday with thousands of financial advisors who distribute the company’s funds.
Via
Stocktwits
If You Like Money, This ETF Could Be What You're Looking For
↗
February 25, 2026
If you seek a diversified portfolio consisting of winners, VTI may be right for you.
Via
The Motley Fool
Topics
Bonds
ETFs
Retirement
CAVA Group Stock Rallies After-Hours On FY26 Expectations Match, Q4 Earnings Beat
↗
February 24, 2026
The company now sees FY26 adjusted core profit of $176 million to $184 million for FY26, in line with an analyst estimate of $182.70 million.
Via
Stocktwits
Tesla To Hike Price On Cheapest Cybertruck Variant After Feb. 28
↗
February 24, 2026
The base version of the Cybertruck, called the Dual Motor AWD variant, starts at $59,990 now.
Via
Stocktwits
Topics
Earnings
LCID Stock Falls After-Hours On Wider-Than-Expected Q4 Loss
↗
February 24, 2026
The company reported a Q4 loss per share of $3.62, higher than an estimated loss of $2.63 per share, according to data from Fiscal AI.
Via
Stocktwits
Topics
Artificial Intelligence
FirstSolar Stock Plunges 12% — Why Such A Selloff?
↗
February 24, 2026
The company reported fourth quarter net income per diluted share of $4.84, which was well below analysts’ estimates of $5.24 per share, according to data from fiscal.ai.
Via
Stocktwits
DraftKings’ Stock In Focus As PHAI’s Lawsuit Will Proceed To Trial
↗
February 24, 2026
The class action challenges DraftKings' advertised "$1,000 Deposit Bonus" promotion for new sportsbook customers in Massachusetts.
Via
Stocktwits
Topics
Lawsuit
HIMS Stock Plummets After Wall Street Downgrade, Price Target Cuts Following 'Disappointing' Q4 Report
↗
February 24, 2026
HIMS stock is currently trading at levels last seen in September 2024 and has fallen over 50% year-to-date.
Via
Stocktwits
Topics
Artificial Intelligence
SNDK Shares Slip On Citron Note: ‘Nvidia Has A Moat. SanDisk Sells A Commodity’
↗
February 24, 2026
Citron Research said in a post on X on Tuesday it is shorting SanDisk Corp.’s shares.
Via
Stocktwits
Topics
Artificial Intelligence
Novavax Q4 Earnings Preview: Wall Street Expects Wider Losses Amid Diversification Efforts
↗
February 24, 2026
According to data from Fiscal AI, Novavax is expected to report a quarterly loss per share of $0.55, higher than the loss of $0.52 reported in the corresponding quarter of 2024.
Via
Stocktwits
Topics
Artificial Intelligence
Earnings
Meta Is Planning A Revival Of Its Stablecoin Efforts, Stripe Could Be A Likely Candidate For The Pilot: Report
↗
February 24, 2026
The report stated that Meta is planning to integrate the technology with a vendor to implement the payments system and a new wallet.
Via
Stocktwits
Topics
Artificial Intelligence
CIFR Stock Is Gaining Retail Attention After Earnings Despite Revenue Miss – Here’s What Investors Are Watching
↗
February 24, 2026
Cipher’s fourth-quarter revenue came in at $60 million, significantly below the consensus estimates of $85.7 million, according to Fiscal.ai data.
Via
Stocktwits
Topics
Bonds
Intel Teams Up With AI Chip Startup That Its New CEO Lip-Bu Tan Is Invested In
↗
February 24, 2026
Intel is participating in a $350 million funding round for SambaNova, and its new CEO, Lip-Bu Tan is an early investor in the startup.
Via
Stocktwits
Topics
Artificial Intelligence
GLW Stock On Track To Open At All-Time High – AI Data Centre Boom Spurs Price Target Hikes
↗
February 24, 2026
Corning shares have gained more than 60% so far in 2026, driven by a $6 billion deal with META and a positive Q4 print.
Via
Stocktwits
Topics
Artificial Intelligence
AMD Stock Soars Pre-Market After Meta Expands Multi-Year AI Chip Partnership
↗
February 24, 2026
As part of the agreement, AMD has issued Meta a performance-based warrant for up to 160 million shares of AMD common stock.
Via
Stocktwits
Topics
Artificial Intelligence
If This Is Your Retirement Plan, It Might Sink You
↗
February 24, 2026
Whether you're planning to retire early or late, you might run into unexpected trouble. So plan carefully.
Via
The Motley Fool
Topics
Retirement
3 Vanguard ETFs to Buy With $1,000 and Hold Forever
↗
February 23, 2026
Whether you've got a lot of money or just a little, these Vanguard ETFs will help you lay the foundation for successful long-term investing.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Economy
Tesla Hits Back At California DMV For Forcing Rebrand Of Driver Assistance Features: Report
↗
February 23, 2026
According to CNBC, Tesla in a complaint alleged that the agency “wrongfully and baselessly” labeled Tesla a “false advertiser” for its prior use of the terms Autopilot and Full Self-Driving.
Via
Stocktwits
KMX Stock Slumps On DOJ Settlement Over Military Personnel Vehicle Purchase
↗
February 23, 2026
The DOJ said that the settlement seeks to resolve allegations that CarMax illegally repossessed motor vehicles owned by members of the military without obtaining court orders.
Via
Stocktwits
Uber To Allow Parking Reservations On App With New Acquisition
↗
February 23, 2026
The acquisition is aimed at bringing parking reservations onto the Uber app powered by Spothero, the company said.
Via
Stocktwits
Axsome Therapeutics’ Q4 Numbers Beat Wall Street Expectations: Analyst Sees Over 23% Upside For Stock
↗
February 23, 2026
TD Cowen analyst Joseph Thome’s new price target represents a potential upside of about 23% from AXSM’s current trading levels.
Via
Stocktwits
Topics
Artificial Intelligence
Smart Move? Institutional Investor Exits Position in This Vanguard ETF
↗
February 23, 2026
A wealth manager recently dumped all of its shares of the Vanguard Russell 1000 ETF.
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
RARE Stock Edges Up On Priority Review For Gene Therapy In Rare Metabolic Disorder
↗
February 23, 2026
The company applied for approval of the gene therapy in the treatment of Glycogen Storage Disease Type Ia or Von Gierke disease.
Via
Stocktwits
FBIO Shares Rally After Unit Sells Priority Review Voucher For $205 Million: Retail Now Pins Hopes On Gene Therapy
↗
February 23, 2026
Fortress said that its majority-owned unit Cyprium Therapeutics has entered into a definitive asset purchase agreement to sell its Rare Pediatric Disease Priority Review Voucher to Sentynl...
Via
Stocktwits
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