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home
about us
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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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
Bond Fund Seminar
RSVP-Signup Form
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HSBC Holdings, plc. Common Stock
(NY:
HSBC
)
90.04
-1.91 (-2.08%)
Streaming Delayed Price
Updated: 3:59 PM EDT, May 4, 2026
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The Metaverse Awaits: 3 Stocks You Can’t Afford to Miss This Month
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June 06, 2024
Despite AI's surge, these metaverse stocks to buy stay lucrative as innovators bring this new digital world to life.
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BK8 Partners with Badminton World Federation (BWF) as Official Sponsor for HSBC BWF World Tour Finals 2024
June 06, 2024
Kuala Lumpur, Malaysia--(Newsfile Corp. - June 6, 2024) - The Badminton World Federation (BWF) proudly presents its latest partnership with...
Via
Newsfile
HSBC To Announce New CEO By July To Stabilize Asia-Focused Strategy
↗
May 31, 2024
HSBC aims to announce successor to CEO Noel Quinn before July, emphasizing the need for stability and avoiding delays in the search.
Via
Benzinga
Novo Integrated Sciences Shares Surge 70% After Company Secures $78M Funding From HSBC For Acquisition Of Ophir Collection
↗
May 30, 2024
Novo Integrated Sciences surged 70.29% in after-hours trading to $0.77 following HSBC's confirmation of a $78 million Standby Letter of Credit.
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Benzinga
HSBC Inaugurates Innovative Workspace in Buffalo’s Historic Larkin Square ꟷ Shaping Workforce of the Future and Cementing Bank’s Commitment to Western New York
May 29, 2024
From
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Via
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May 01, 2024
HSBC Holdings just reported results for the first quarter of 2024.
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Why HSBC Stock Got Rocked Today
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April 16, 2024
The investment-banking sector across the Pacific Ocean isn't exactly thriving.
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3 Metaverse Stocks to Buy Now: May 2024
↗
May 25, 2024
Metaverse stocks to buy are compelling investment options drawing high-ticket interest and significant capital from global investors.
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HSBC Unveils Innovative New US Headquarters in Hudson Yards, Shaping the Workforce of the Future in New York City
May 23, 2024
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HSBC
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The 5 Biggest Buyers of Rivian (RIVN) Stock
↗
May 21, 2024
Baillie Gifford emerged as the largest Q1 13F buyer of RIVN stock, picking up 22.19 million shares of the EV company.
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FTSE - HSBC Upgrades UK Plc To Overweight
↗
May 20, 2024
The FTSE 100 was hugging the flatline into the close down 0.04%% on Monday, coming close to it's all-time high reached on Wednesday.
Via
Talk Markets
Yield Investing Expands Global Footprint with Asia Office Launch
May 19, 2024
Hong Kong, Hong Kong--(Newsfile Corp. - May 19, 2024) - Yield Investing, a leading firm specialising in socially responsible property...
Via
Newsfile
HSBC Announces New Hybrid Checking Account
May 15, 2024
From
HSBC Bank USA
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Business Wire
HSBC Analyst Sees Nvidia Stock Climbing Another 50% On Strong Pricing Power, AI Roadmap
↗
May 13, 2024
HSBC Global Research maintained Nvidia Corp (NASDAQ:NVDA) with a Buy rating Monday and lifted its 12-month price target as the firm believes the chipmaker's strong pricing power will allow the company...
Via
Benzinga
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HSBC Sees Blue Skies For Airline Industry, Forecasts Strong Recovery And Consolidation
↗
May 13, 2024
HSBC analyst initiates coverage on airline stocks due to bullish stance on industry. Recovery in corporate travel, strong demand, and consolidation expected.
Via
Benzinga
HSBC Just Raised Its Price Target on Nvidia (NVDA) Stock
↗
May 13, 2024
Nvidia stock is up on Monday after shares of NVDA got an increased price target from HSBC analyst Frank Lee this morning.
Via
InvestorPlace
Why HSBC Stock Topped the Market Today
↗
April 30, 2024
The company did quite well with its initial earnings report of the year.
Via
The Motley Fool
FTSE Pauses Record Run On A Mixed Read From Financial Firms
↗
April 30, 2024
HSBC's shares in London reach a 5-year high after the company's positive financial results and announcement of $3 billion in new share buybacks.
Via
Talk Markets
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Three stocks became top choices for some of Wall Street's biggest investors. Each carrying their own merit, they all offer double-digit upside
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What's Going On With Banking Giant HSBC Today?
↗
April 30, 2024
HSBC experiences a surge in stock value following first-quarter results and CEO Noel Quinn's surprise retirement announcement. Quinn, leading the company for five years, spearheaded global asset sales,...
Via
Benzinga
Topics
Retirement
10 Financials Stocks With Whale Alerts In Today's Session
↗
April 25, 2024
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Benzinga
HSBC Accelerates Wealth Management Strategy in U.S. with Opening of Flagship Wealth Center at Hudson Yards
April 23, 2024
From
HSBC
Via
Business Wire
Mastercard's Latest Virtual Card App Move to Boost Contactless Payments; Analyst Eyes Substantial Growth Citing Advanced Security and Digital Innovations
↗
April 19, 2024
Mastercard unveils a groundbreaking mobile virtual card app, transforming the integration of commercial cards with digital wallets for a seamless, secure payment experience, first adopted by HSBC...
Via
Benzinga
Morgan Stanley To Slash Jobs In Asia-Pacific Region: Report
↗
April 17, 2024
Morgan Stanley to cut 50 jobs in Asia-Pacific amid revenue decline. The reductions, affecting 13% of regional bankers, primarily target Hong Kong and China. Find out more about the impact on the...
Via
Benzinga
CLEO Welcomes former Binance NFT Director Ryan Horn as Global Partnerships Lead
April 17, 2024
Via
Press Release Distribution Service
Topics
Economy
CLEO Welcomes former Binance NFT Director Ryan Horn as Global Partnerships Lead
April 16, 2024
Via
Get News
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Economy
What's Going On With AMD Stock Tuesday?
↗
April 16, 2024
AMD announced new Ryzen PRO 8040 Series for business laptops and mobile workstations and Ryzen PRO 8000 Series AI-enabled desktop processor. AI PC shipments expected to account for 22% by 2024....
Via
Benzinga
Topics
Artificial Intelligence
Why HSBC Holdings Shares Are Falling Today
↗
April 16, 2024
HSBC Holdings shares dip as the company announces job cuts in its Asia investment bank amid declining dealmaking and slow market conditions in Hong Kong and China.
Via
Benzinga
Looking for an Easy Way to Earn Passive Income? This Vanguard ETF Pays a Dividend Yield of Nearly 4.9%.
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April 14, 2024
Think globally with this high-yielding ETF.
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Adios Argentina: HSBC Divests Banking Operations In Argentina For $550M
↗
April 09, 2024
HSBC's subsidiary, HSBC Latin America B.V., sells Argentina business to Grupo Financiero Galicia for $550 million, focusing on higher value opportunities.
Via
Benzinga
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