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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
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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
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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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 Extended Market ETF
(NY:
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211.63
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Updated: 8:00 PM EST, Jan 2, 2026
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Nektar Therapeutics Announces Positive Data From Eczema Drug In Mid-stage Trial: Stock More Than Doubles But Retail Sees It Rising Further
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June 24, 2025
Nektar Therapeutics said its mid-stage trial showed that patients who received Rezpegaldesleukin demonstrated improvement in eczema area and severity score compared to placebo at week 16.
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Cidara Therapeutics’ Market Cap Doubles After Investigational Drug Shows Positive Results In Preventing Influenza In Mid-stage Trial
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June 23, 2025
Single doses of 450mg, 300mg, and 150mg of CD388 conferred 76%, 61%, and 58% protection, respectively, from symptomatic influenza over 24 weeks compared to placebo, the company said.
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SeaStar Medical Stock Tanks At Discounted Pricing Of Public Offering, Retail Believes Company Is Inching Closer To Bankruptcy
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June 20, 2025
The public offer price of $0.65 represents a 33% discount on the stock’s closing price on Wednesday.
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NextCure Inks $745M Deal With Simcere For Cancer Drug: Retail’s More Optimistic Despite Stock’s 27% Decline
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June 16, 2025
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Sonim Technologies Stock Doubles After Company Confirms DOOGEE's Acquisition Proposal, Retail Goes All In
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June 16, 2025
Sonim’s Special Committee, tasked with overseeing strategic alternatives, acknowledged the proposal but noted that it lacks the information needed to properly assess the offer.
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Curiosity’s New Global Content, AI Licensing Deals Fail To Lift Retail Mood
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June 13, 2025
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ReShape Lifesciences Stock Soars On Distribution Agreement With Recon Supply, Draws Retail Applause
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June 12, 2025
Under the distribution agreement, Recon Supply will distribute ReShape’s portfolio across the Veterans Administration and Department of Defense healthcare systems.
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Retail Goes Gaga Over Inuvo Shares On Upbeat Q2 Outlook, Reverse Stock Split Plans
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June 12, 2025
Inuvo expects at least 25% revenue growth in the second quarter and completed a 1-for-10 reverse stock split to boost stock liquidity and attract more institutional investors.
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Tonix Pharma Stock Plunges 20% Pre-market On Share Sale Announcement, But Retail’s Not Pessimistic
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June 12, 2025
The proceeds from the purchase agreement are expected to be used for working capital and general corporate purposes.
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Intelligent Bio Rises On Partnership With Smartox To Expand US Market Presence: Retail Hopes The Stock To Hit $2.6
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June 11, 2025
Intelligent Bio is actively pursuing FDA clearance for its opiate test system for codeine, utilizing its fingerprint sweat-based testing technology.
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Stitch Fix's Forecast Bump After Strong Q3 Print Lifts Shares And Retail Sentiment
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June 11, 2025
The company reported progress on its turnaround strategy.
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Ernexa Stock Drops On 1-For-15 Reverse Stock Split To Regain Nasdaq Compliance: Retail Sentiment Improves But Stays Bearish
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June 10, 2025
As of Tuesday, the company had 110.4 million shares of common stock issued and outstanding, which it anticipates will result in approximately 7.4 million shares on a split-adjusted basis.
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ReShape Lifesciences Stock Slumps As Company Prices Public Offering At Significant Discount: Retail Holds On To Optimism
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June 09, 2025
The offer price of $2.50 represents a 40% discount to the stock’s closing price of $4.18 on Friday.
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Robinhood Stock Declines After Failing To Make It To S&P 500 Index During Quarterly Rebalancing
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June 09, 2025
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Recreational Vehicle-Maker Winnebago Slumps On Weak Preliminary Q3 Report As Tariffs, Weak Demand Pressures Bite
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June 06, 2025
The firm is considering reducing shipments, implementing cost-cutting measures, and workforce reductions.
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Peloton CEO Peter Stern Says No Plans To Sell The Company, Turnaround Underway: Retail Not Impressed
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June 06, 2025
Known for its connected fitness equipment and subscription-based platform, Peloton has seen its business decline since 2021 as demand for home workouts waned.
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Oklo Retailers Downbeat After Stock Extends Losses For 5 Straight Sessions
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June 05, 2025
The weakness was also exacerbated by the company filing a prospectus with the SEC on Monday for offering up to $1 billion in an assortment of securities, including stock, preferred shares, debt...
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NanoVibronix Replaces CEO, Retail Believes This Was Only A ‘Starter’
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June 04, 2025
The company said that its board has appointed Doron Besser as NanoVibronix’s new CEO.
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Conduit Pharmaceuticals Enters Development Agreement With Manoira To Test Drugs In Animals: Retail Sees Stock Above $10
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June 04, 2025
Manoira will initially focus on the evaluation of AZD1656 in animal Osteoarthritis.
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ReShape Lifesciences Stock Soars On Regulatory Certification For Medical Devices In EU, UK: Retail Eyes Fair Valuation
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June 03, 2025
ReShape CEO Paul F. Hickey said that the company achieved MDR and UKCA certification “well in advance” of the Dec. 31, 2027, regulatory deadline.
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Quantum Appoints New CEO, Chairman Amidst Restructuring Efforts: Retail Keeps Faith
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June 03, 2025
The company named Hugues Meyrath as its chief executive and Donald J. Jaworski as Chairman, and also announced the raising of $60 million towards capital restructuring.
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Pinterest Stock Rallies After JPMorgan Upgrade, But Retail’s Defensive As Bearish Vibes Persist
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June 03, 2025
JPMorgan upgraded the stock, citing strong execution, improved monetization, and ad growth, and sees upside potential and a favorable risk/reward setup.
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Sonim Technologies Spikes On Potential $25M Acquisition by Social Mobile: Retail Loads Up On The Stock
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June 02, 2025
Social Mobile has a limited-time exclusive right to finalize negotiations and complete the deal, while allowing Sonim to keep exploring potential reverse take-over opportunities.
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Femasys Stock Slides After Company Prices Public Offering At Discount: Retail’s Planning To Load Up
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May 30, 2025
The offer price of $0.85 represents a discount of about 17% from the stock’s closing price on Thursday.
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Alzamend Neuro Stock Rockets On Dosing Of First Human Patient With Lithium-Delivery System AL001 In Phase II Study: Retail’s Thrilled
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May 29, 2025
AL001 has the potential to provide the benefits of marketed lithium salts while mitigating currently experienced toxicities associated with lithium.
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Kopin CFO Rich Sneider To Retire After 25 Years
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May 29, 2025
The company is launching a search for a new CFO and is considering both internal and external candidates.
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GameStop Stock Declines After First-Ever Bitcoin Buy Worth Half A Billion
↗
May 28, 2025
The Bitcoin purchase follows GameStop's announcement of a $1.3 billion debt raise in March as part of its pivot in treasury strategy.
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Robinhood Rolls Out Desktop Trading Platform In UK
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May 28, 2025
The platform, launched in the U.S. in October, is fully customizable and will be available at no additional cost to all Robinhood account holders.
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Faraday Future To Open First Regional Facility In Middle East: But Retail Remains Bearish
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May 23, 2025
The facility, which will support the Faraday Future brand and potential Faraday X models, will also serve as a center for operations across the Gulf Cooperation Council countries and employ up to 200...
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Levi Strauss Sells Dockers To Authentic Brands For Up To $391M: CEO Says Deal Aligns Company’s Portfolio With Strategic Priorities
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May 20, 2025
The transaction, initially valued at $311 million, could reach up to $391 million through an $80 million earn-out opportunity in future years based on the performance of the Dockers business under...
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